Aehr Test Systems · NASDAQ:AEHR
Aehr Test Systems — Investor Presentation (July 2015)
17 slides from Aehr Test Systems's investor presentation, Jul 15, 2015
Slide 1: Setting the Test Standard for Tomorrow
Setting the Test Standard for Tomorrow July 2015 Nasdaq: AEHR
Slide 2: Safe Harbor Statement
Safe Harbor Statement This presentation contains forward-looking statements that involve risks and uncertainties relating to projections regarding industry growth and customer demand for the Company’s products. Actual results may vary from projected results. These risks and uncertainties include wit
Slide 3: Aehr Test Systems Company Overview
Aehr Test Systems Company Overview Leading provider of systems that reduce the cost of testing and reliability screening of integrated circuits (ICs) used in today’s cutting edge technology. Listed on NASDAQ: AEHR New emerging IC test markets: HQ in Fremont, CA SSD Flash testing market: new
Slide 4: Aehr Test Investment Highlights
Aehr Test Investment Highlights Technology trends driving transformation in burn-in test process, migrating functional test from packaged parts to wafer level Stacked die for SSD NAND flash Small, hard-to-handle sensors in high value systems (mobile phones, tablets, wearables, IoT) Automotiv
Slide 5: Aehr Test Systems
Aehr Test Systems ABTS Advanced Burn-in and Test System platform for packaged parts introduced in 2009 with latest version ABTS-P/Pi introduced in 2012/13 (Replacement for successful MAX Burn-in System) ABTS Installation Successfully developed Wafer Level Burn-in solution for DARPA contract in e
Slide 6: Aehr Test Product Lineup
Aehr Test Product Lineup Worked with 3 of top 10 semiconductor manufacturers in the development of the ABTS and ABTS-P systems to address reliability qualification and high volume production burn-in of automotive devices and Application Processors ABTS-P Burn-in System Worked with multiple poten
Slide 7: Worldwide Customer Base
Worldwide Customer Base Over 2500 Systems Shipped Worldwide 7 (Partial Customer List)
Slide 8: Emerging Auto IC Test Market Opportunity
Emerging Auto IC Test Market Opportunity Automotive IC growth in sensors, control, information, and entertainment has substantially higher requirements for initial quality and long term reliability Apple CarPlay Automotive Sensors and Advanced Driver Assistance Systems
Slide 9: Production Test & Burn-in Floor
Production Test & Burn-in Floor
Slide 10: Wafer Level Test & Burn-in Roadmap
Wafer Level Test & Burn-in Roadmap Systems -14 -1 -15 -P 14 200mm Wafers Single 300mm Wafer 15 300mm Wafers Single/Multi 300mm Wafers Active Thermal Control Liquid Thermal Control Liquid Thermal Control Active Thermal Control 1995 2002 2006 2009 2014/15 Contactors Singulated Die 200mm Wafer 300mm Wa
Slide 11: Patents and IP Protected Wafer Level Test & Burn-in Innovations
Patents and IP Protected Wafer Level Test & Burn-in Innovations WaferPak temperature control methods Vacuum & pressure-based WaferPaks Maintaining probe contact over temp Electrical components in WaferPak Individual DUT power supplies Per Die Current Protection Redundant power supplies
Slide 12: Multi-Wafer Production Test & Burn-in
Multi-Wafer Production Test & Burn-in
Slide 13: Wafer Level Burn-in: Why Now?
Wafer Level Burn-in: Why Now? NAND Flash Market Stacked die for SSD dramatically exacerbates any die yield issues Finding yield issues post packaging on one die results in scrapping the entire package Very costly to stack more than 4 die due to these yield issues Wafer level burn-in eliminates
Slide 14: NAND Flash Market
NAND Flash Market NAND Application Share (2013) NAND Wafers by Application Other 20.0 MP3 (Millions of 300mm equivalent) 7% 3% 18.0 SSD Wafer Starts Per Year 16.0 Tablets 14.0 Mobile 11% Cell Phones 12.0 Tablets 25% 10.0 PMP UFD 8.0 USB 14% SSD 6.0 21% 4.0 DSC/Video Flash Cards 2.0 Other 20% - 2011
Slide 15: Sensors / IoT Market Opportunity
Sensors / IoT Market Opportunity Total Connected Devices* Units Shipped by Year** 8.3B VERTICAL 50B+ AUTOMOTIVE by 2020 2013-2020 CAGR BUSINESS 38% 3.2B CONSUMER Mobile ~15B 1.2B + Tablet 2014 2017 2020 Aehr near term opportunities include Consumer & Automotive Sensors Source: * IDC May 2014, + Cisc
Slide 16: Wafer Level Burn-in & Test
Wafer Level Burn-in & Test Packaged Part Burn-in Market New Markets: Wafer Level $95M TAM $405M+ TAM PP Automotive IC PP & WL Automotive IC WL Sensor/LED/Laser Diode Production Burn-in Production Burn-in Production Burn-in / Aging Burn-in & Test Systems Burn-in & Test Systems Burn-in & Test Systems
Slide 17: Setting the Test Standard for Tomorrow
Setting the Test Standard for Tomorrow July 2015 Nasdaq: AEHR
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