Andes Technology Corp. · TWSE:6533
Andes Technology — Andes Investor Conference 2024
40 slides from Andes Technology's conference presentation, Mar 22, 2024
Slide 1: 晶心科技 投資者說明會
晶心科技 投資者說明會 林志明 董事長暨執行長 113年3月22日
Slide 2: 投資安全聲明
投資安全聲明 除本文包含的歷史資訊外，本演示文稿中涉及的事項均為前 瞻性陳述，涉及某些可能導致實際結果出現重大差異的風險 和不確定性，包括但不限於天氣、競爭產品和定價的影響、 半導體產品供需的全行業變化、快速的技術變革、半導體行 業週期、 和一般經濟狀況。 除法律要求外，晶心不承擔因新資訊、未來事件或其他原因 而更新任何前瞻性陳述的義務。 2
Slide 3: 報告標題
報告標題 ⚫晶心公司簡介 ⚫財務與經營狀況 ⚫關鍵應用與趨勢 ⚫研發暨技術能量 3
Slide 4: 晶心科技公司簡介
晶心科技公司簡介 晶心亮點 •2005年3月設立於台灣新竹科學園區。 •根基穩健的高科技上市公司。 •員工人數超過500人；80%為工程師。 •獲得TSMC 2015年新的 IP OIP Award 。 •晉升為RISC-V國際聯盟(前身為RISC-V基金會) 首席會員。 (2020) •獲得Al Global Media頒發「2020年最傑出嵌入式處理器IP供應商」。 •EE Awards亞洲金選獎 -「Taiwan 產品獎」,「Asia 企業獎」(2021) •2023亞太區 前五百大高成長企業 晶心任務 • 創新架構高效能/低功耗嵌入式處理器。 晶心利基 • 智能及環保之電子設備 • 雲
Slide 5: 晶心科技公司現況
晶心科技公司現況 晶心科技指標性資訊 19 Years 500+ 400+ Customers 14Bn+ SoC Pureplay CPU vendor Employee , > 80% R&D Licensing AndesCore Total Customer Shipment 2023年營運數字 Revenue $ Growth License $ Growth Royalty $ Growth SoC Shipping Q’ty 1.05 Bn, NT$ 18.3% YoY -1.2% YoY 2.1Bn 13.5% YoY 晶心科技參與RISC-V International (R
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Slide 7: 2023年度 營收應用類別分析
2023年度 營收應用類別分析 Taking RISC-V® Mainstream 7
Slide 8: 2021 to 2023年度 營收應用類別分析
2021 to 2023年度 營收應用類別分析 (NTD ’000) Taking RISC-V® Mainstream 8
Slide 9: 2023年度 營收商業模式分析
2023年度 營收商業模式分析 Taking RISC-V® Mainstream 9
Slide 10: 2023年度 地區別營收分析
2023年度 地區別營收分析 Taking RISC-V® Mainstream 10
Slide 11: 歷年授權金收入分析
歷年授權金收入分析 (NTD ’000) License Revenue Taking RISC-V® Mainstream 11
Slide 12: 歷年權利金收入分析
歷年權利金收入分析 (NTD ’000) Royalty Revenue Taking RISC-V® Mainstream 12
Slide 13: 每股盈餘分析
每股盈餘分析 YoY QoQ YoY $ +1.46 $ -4.21 $ -9.04 (NTD ) (NTD) Taking RISC-V® Mainstream 13
Slide 14: 關鍵應用vs.市場趨勢
關鍵應用vs.市場趨勢 14
Slide 15: The Key Applications & The Trend
The Key Applications & The Trend RISC-V will capture RISC-V will command 28% of the RISC-V-based AI SoCs will grow 73.6% 10% of the Automotive market by 2025 IoT market by 2025 CAGR to 25B units and $291B in revenue Counterpoint, Sept 2021 Counterpoint, Sept 2021 by 2027 Semico Research, Dec 2021 Ta
Slide 16: RISC-V for Datacenter & Cloud
RISC-V for Datacenter & Cloud RISC-V offers unique Custom computing for Achieve your Opportunity for AI and performance and accelerators other emerging power targets workloads RISC-V CPU core market will grow 115% CAGR, capturing > 14% of all CPU cores by 2025 16
Slide 17: Andes RISC-V Processors to Fit Your AI
Andes RISC-V Processors to Fit Your AI Data center >100 TOPS Automotive Mobile AR/VR >10 TOPS Surveillance • ADAS, HDR • > 10 cameras >1 TOPS Smart Home • Face unlock • Bokeh Andes V-Series Avatar >1 GOPS Smart Camera • (RV64GCPV) • Gesture recognition • Intelligent HMI • SLAM AnDLA • Barge-in • Hig
Slide 18: MTIA: Meta Training/Inference Accelerator
MTIA: Meta Training/Inference Accelerator ◼ ISCA 2023 paper, “MTIA: First Generation Silicon Targeting Meta’s Recommendation Systems” ◼ Proc-A/B: AX25-V100, an early version of the popular NX27V ◼ Custom extensions: for new interfaces, instructions and registers ◼ Performs quite well on low and medi
Slide 19: Edge AI With Analog In-Memory Computing
Edge AI With Analog In-Memory Computing ◼ TetraMem Analog In-Memory-Computing MX200 (RRAM-based) ◼ 8-bit 256x256 (64K) MAC Engines, >30 TOPS/W performance ◼ ML core operators (conv, gemm) processed in NPU ◼ Remaining operations processed in RISC-V Vector processors and control CPU AXI Bus "Thousands
Slide 20: Endpoint AI
Endpoint AI ◼ Renesas R9A06G150 Voice-Control ASSP ◼With 100MHz DSP-capable D25F processor ◼ML-based voice recognition gets >50% speedup by using P-extension ◼ Spacetouch SPV60 Intelligent audio processor ⚫ High performance for customer development ◆ 100 GOPS NPU for noise reduction, echo cancellati
Slide 21: AndesAIRE: Andes AI Runs Everywhere
AndesAIRE : Andes AI Runs Everywhere ◼ HW/SW Solutions for AI from the Edge to the Cloud NN models AndesAIRE NN SDK AndeSight IDE AndesAIRE NNPilot • GCC/LLVM Toolchains Pruning, Quantization, Optimization, Evaluation • Build, debug, profile Generated C code template Generated NN models • Analysis a
Slide 22: AndesAIRE - Andes AI Runs Everywhere
AndesAIRE - Andes AI Runs Everywhere Smart Camera Smart Sensor Smart Home Appliance AIoT / tinyML Robotics Wearable 22
Slide 23: RISC-V growth momentum Led by Industrial Leader
• RISC-V growth momentum Led by Industrial Leader Leading Semiconductor Industry Players Join RISC-V crypto core is qualified to ASIL-D for NSITEXE Selects ImperasDV for Automotive Forces to Accelerate RISC-V automotive designs Quality RISC-V Processor Functional Design Aug. 2023 Jan. 2020 Verificat
Slide 24: Andes is Supporting RISC-V for Automobiles
Andes is Supporting RISC-V for Automobiles Since founded in March 2005, 2024 Andes Technology is working step-by-step on 2022 RISC-V for ISO 26262 Functional Safety AndesCore 2020 D25F-SE to be AndesCore Released 2017 Andes N25F-SE Certified • A series of Andes for ISO 26262 Functional Safety Develo
Slide 25: AndesCore for Automotive Electronics
AndesCore for Automotive Electronics ◼ Supporting a Wide Variety of Functional Safety Applications: ⚫ Dashboard display, in-car monitoring, keyless entry, lighting control, tire pressure monitoring, vision ADAS, microcontroller and many more ◼ Developers using AndesCore Functional Safety Processors
Slide 26: Andes FUSA Roadmap
Andes FUSA Roadmap High Performance Mission Critical AX6X-SE 13-stage Computing Power D45-SE OoO, 4-issue Mainstream 8-stage Low Power Processing Dual-issue & Security ASIL-D Compliant D25F-SE D23-SE N25F-SE 5-stage ASIL-D Compliant ASIL-B Supported 3-stage 5-stage Single-issue Single-issue Single-i
Slide 27: Andes Automotive Ecosystem
Andes Automotive Ecosystem ◼ Co-working with global leading suppliers in the automotive industry ◼ Andes and ecosystem partners jointly deliver the trusted RISC-V automotive solutions to designers complying with the standard of functional safety ISO 26262 ◼ Partner Ecosystem Catalogs Security Safety
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Slide 29: 晶心科技的 CPU Core IP
晶心科技的 CPU Core IP AX60 Series AX65 AX66 AX6X-SE A72~A78; 13-stage OOO Linux MP N1/V1/X1 Categories Power-efficient Mid-range Extended FUSA 45 Series AX45MPV A53/55, R52/ N45, NX45 D45 D45-SE 8-stage Superscalar A45(MP), AX45(MP) R82, M7 27 Series NX27V A27(L2), AX27(L2) A5/7/35 5-stage MemBoost 25 S
Slide 30: RISC-V Continues to Rapidly
RISC-V Continues to Rapidly ⚫ RISE: RISC-V Software Ecosystem, a project under LF Europe ⚫ To accelerate the development of RISC-V open source SW ⚫ Led by industry leaders ⚫ Areas to focus over time: ⚫ Compilers & Toolchains ⚫ Language Runtimes ⚫ System Libraries ⚫ Debug & Profiling Tools ⚫ Simulato
Slide 31: 晶心科技合作夥伴暨生態系統
晶心科技合作夥伴暨生態系統 AI tools, SW Security and IP DSP, Audio and Vision RTOS Development tools 31
Slide 32: 擴充技術能量 進而成長與分享成果
擴充技術能量 進而成長與分享成果 32
Slide 33: Review 2021 GDR and Achievement
Review 2021 GDR and Achievement ◼ 2021 Q3 $127M GDR was raised ◼ All projects planed in GDR roadshow all kicked off, with one more project kicked-off: Andes new office ⚫ Design centers expansion (200 worldwide experts) were smooth, and getting stabilized now, R&D results with such expansion started
Slide 34: Andes Future project pipeline – Beyond
Andes Future project pipeline – Beyond Current Roadmap +1 : A-Team Project I Project II Project III Qilai Makadou Cuzco Platform Chip with Next Generation High- Server-grade RISC-V AX45MP + NX27V+ end RISC-V Core for core for Datacenter high-speed interfaces Edge AI/Desktop/HPC AI/Tablet/Automotive
Slide 35: 2021 GDR announcement
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Slide 36: Andes Technology USA Corp. Announces Major Expansion of Its U.S. Operation
Andes Technology USA Corp. Announces Major Expansion of Its U.S. Operation Company Announces Job Openings for San Jose Headquarters and Portland R&D Office San Jose, California October 8, 2021 - Andes Technology USA Corp., the headquarters of North America operations of Hsinchu, Taiwan-based Andes T
Slide 37: 2024 Andes RISC-V Con Hsin-Chu
2024 Andes RISC-V Con Hsin-Chu ◼ 2024, 3, 28 ◼ 3A1S 37
Slide 38: 支持國內企業、研究機構、大學參與晶創計畫
支持國內企業、研究機構、大學參與晶創計畫 • 授權費用 ✓ 專案生產小於並包含 1000 顆之晶片，授權費為訂價的 Y折 ✓ 專案生產超過1000顆晶片視 為該專案量產，授權費為訂 價的X折 • 每年技術維護費與產品更新費用 ✓ 一般商用條件 : 授權費的 Z% ✓ 晶創計畫 : 授權費的 W% • 費用待晶創計畫申請獲審核通過 才須支付給晶心科技，若最終計 畫未通過，則申請單位可撤銷合 約 • 雙方應事先討論整體計畫與應支 付晶心科技之費用整合之合理性 Taking RISC-V® Mainstream 38
Slide 39: Data: 經濟部
BAHRHA LES: SURES SRST Fe MAS OA MME : —- ALB: — + BRAS : v fel AR 88 (SEG) : 7 > 500 TOPS Y¥ 7H >500TOPS V#Bte : 7) > 80 TOPS =>. SASF: > Feta ots. Y FIER v SED MEL : $7) > 80 TOPS(L2+) BSG/6G >15 Gbpsl_t; Wifi >20 GbpsbLt VG EM : 7 > 40 TOPS V BIB >800 GbpslL_E
Slide 40: 感謝聆聽
感謝聆聽