Pdf Solutions, Inc. · NASDAQ:PDFS
Pdf Solutions — Investor Day (October 2019)
29 slides from Pdf Solutions's investor day presentation, Oct 15, 2019
Slide 1: 16th Annual PDF Solutions Users Conference
16th Annual PDF Solutions Users Conference S1.1 – User Conference and Analyst Day October 15, 2019 John Kibarian, CEO
Slide 2: Forward-looking statements
This presentation contains forward-looking statements regarding PDF Solutions’ future products and business prospects that involve risk and uncertainty. Actual results could differ materially from those discussed. You should review PDF Solutions’ SEC filings, including its annual report on Form 10-K
Slide 3: Agenda – Users Conference
Agenda – Users Conference PDF Solutions, All Rights Reserved 3
Slide 4: Agenda – Executive Track
Agenda – Executive Track PDF Solutions, All Rights Reserved 4
Slide 5: Agenda – Analyst Track
Agenda – Analyst Track PDF Solutions, All Rights Reserved 5
Slide 6: Please, No Photos During Presentations
Please, No Photos During Presentations o With their permission, presentations will be provided electronically to attendees after the conference ends o Be respectful of your peers that are sharing their experiences with the Exensio Software Platform PDF Solutions, All Rights Reserved 6
Slide 7: Surveys for Best Paper will be sent Electronically
Surveys for Best Paper will be sent Electronically o At the conclusion of every session, we will send out a survey via Survey Monkey to collect your feedback on the presentations and to help us improve in future years o Awards for the top 3 papers will given at the end of the conference on Wednesday
Slide 8: Dinner Tonight at the Mountain Winery
Dinner Tonight at the Mountain Winery o Transportation will be provided o Bring a casual jacket or sweater PDF Solutions, All Rights Reserved 8
Slide 9: PDF Solutions Overview and Vision
Session 1.1 PDF Solutions Overview and Vision
Slide 10: PDF Solutions
PDF Solutions o PDF is an analytics company that improves process efficiency and product reliability for the semiconductor supply chain o PDF uniquely provides: – An end-to-end big data analytics solution designed to meet the needs of the semiconductor value chain – Differentiated data obtained duri
Slide 11: PDF Solutions: Customer Base
PDF Solutions: Customer Base 130 customers in #1 commercial #2 and fastest Leading commercial 20 countries solution for mfg growing commercial provider die spanning fabless, yield and control provider in mfg test traceability through fab, OSAT, and with large cloud operations leveraging the supply c
Slide 12: Key Messages
1. Our Industry is going through a massive inflection, as it often does 2. This is changing manufacturing, characterization, and design-technology interaction 3. AI/ML are essential to enable the industry to Key Messages move from a monolithic ramp-driven industry to an SiP/3D/electrical-driven indu
Slide 13: The Changing Nature of Process Technologies
The Changing Nature of Process Technologies 3D Processes Electrical performance Electrical Scaling on Mature benefits of Advanced Nodes 2.5D-3D Packaging Invisible defects Nodes Diminished More electrical characterization Analytics and traceability in Reliability (electrical) defects Larger die size
Slide 14: Semiconductor World Becoming A Systems Business
Semiconductor World Becoming A Systems Business Brian T Denton et al Complex Supply Chain Multi-chip components New Applications drive • Multiple suppliers and complex • Yield, quality, and reliability is diverse trade offs custody tracing dependent on electrical • Data across the supply chain • Mul
Slide 15: Challenges for our Customers
Challenges for our Customers o Optimizing performance/power/area is evolving to take quality, lifetime, and reliability into account – Affecting design, inspection, electrical test, product test, burn-in o Longer and more complex supply chain means – More challenging diagnosis issues – Additional yi
Slide 16: High Value Problems for PDF Solutions to Address for Our Customers
High Value Problems for PDF Solutions to Address for Our Customers High complexity – high component count systems deployed in automotive, manufacturing control, aerospace, etc. are susceptible to multiple issues 1. Diagnostics: Failure modes can be difficult to track to root cause – Each component c
Slide 17: Industry 4.0 Being Applied in Many Manufacturing Markets
Industry 4.0 Being Applied in Many Manufacturing Markets o The aim of Industry 4.0 and Made in China 2025 is to improve mfg by digitizing the manufacturing process o Requires: – Sensors; Data; Integration; Analytics; “Digital Twin” application(s); Actuators o Key elements being put in place on the p
Slide 18: Data and Analytics Growing in Importance
Data and Analytics Growing in Importance High-tech sectors will see a greater percentage of cost reductions than average and represent nearly a fourth Companies moving to faster decision speed with of the total revenue reductions tracked. greater sophistication, especially in tech. sector. Only half
Slide 19: Insight on Industry 4.0 Progress in Semi Manufacturing
Insight on Industry 4.0 Progress in Semi Manufacturing: o Most IC test & manufacturers are implementing ‘big data’ and advanced analytic solutions to digitize the manufacturing process at some level… but o Complex sources of data – Vertical integration challenges (silos of data) – De-centralized sup
Slide 20: Data Quality – End-to-End
Data Quality – End-to-End IC Design Fab Sort Assembly Final Test System Material MES/ WIP Fault Detection Descriptions and Control Defect & Equipment and Assembly / External Data Meta Data Equipment Product Metrology Non-Lot System Sources In Hierarchy History (FDC) Technology Equipment Equipment In
Slide 21: Industry Spends 80% of Time Aligning Data
While Speed is Important, Industry Spends 80% of Time Aligning Data o As reported in Forbes, 80% of a data scientist’s time is spent making the data set useful! o Problem is confounded in semiconductors – Many of our product customers do not own any of the facilities processing or testing their prod
Slide 22: How do you get large data sets when you change everything?
How do you get large data sets when you change everything? • Failure modes are new • Sensitivities to equipment and consumables novel • Often new structures are for Source: Paul McLellan Cadence Blog enhanced performance, but what about quality? PDF Solutions, All Rights Reserved 22
Slide 23: PDF Solutions Provides Foresight
PDF Solutions Provides Foresight o PDF has invested to address industry issues comprehensively – Supply chain big data: common platforms and data exchange spanning foundry, OSAT, system suppliers – Analytics: Machine learning algorithms using a semiconductor semantic model for rapid, relevant insigh
Slide 24: Two Examples of Partnering with Leaders to Enable Customers' Success
Two Examples of Partnering with Leaders to Enable Customers’ Success o Enhancing linkages between Exensio® and o Optimizing Exensio® on the Cloud SiView PDF Solutions, All Rights Reserved 24
Slide 25: Investing to Lead the Change
Investing to Lead the Change PDF Solutions has invested ahead of our customers’ needs for decades Gainshare Model “Selling Time to Volume” Subscription Model “Selling Data” 2015 2018 CV® Core Salland Acquisition o Proof of concept o Test, package, assembly mgmt. Completed major data type migration t
Slide 26: Significant Investment in Engineering Technology
INVESTMENT Significant Investment in Engineering Technology o We continue to invest $50 greater than 50% of $46 operating expenses into $45 new product development $40 and deployment $35 $32 o Over the last few years our $30 investments in engineering are larger than our largest $ Million $25 indepe
Slide 27: Able to Invest for Customers and Serve Shareholders
INVESTMENT Able to Invest for Customers and Serve Shareholders o Capex investments include DFI, CVi, IP, DEX Return Capital to network, and Invest in M&A to Enhance Shareholders through Stock Invest in Organic Growth Growth Buyback & Stock infrastructure Appreciation o We are able to invest for our
Slide 28: Summary
Exensio® Summary Common semantic data model for integrated, aligned data from all sources Hardware eProbe® & pdFasTest® Electrical measurement Software hardware CV® infrastructure, CVCore™ & DFI™ IP (Design for Inspection) Characterization, quality and reliability Professional Services Engineering,
Slide 29: Thank You
Thank You pdf-solutions pdfsolutionsinc pdfs.inc pdf_solutions pdf_cn