Pdf Solutions, Inc. · NASDAQ:PDFS
Pdf Solutions — Investor Day (October 2019)
19 slides from Pdf Solutions's investor day presentation, Oct 15, 2019
Slide 1: 2019 PDF Solutions Analyst Day: S1.6A Field Overview
2019 PDF Solutions Analyst Day S1.6A – Field Overview October 15, 2019 PK Mozumder, VP of WW Sales Michael Yu, VP of Sales, Asia
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: PDF Solutions: Spanning the Supply Chain
PDF Solutions: Spanning the Supply Chain IC Design Fab Sort Assembly Test System CVi & CV® Core Data DFI™ Exensio® Platform Process Control Software Fire Process Char. Test Operations Test Operations Yield Assembly Operations Solutions PDF Solutions, All Rights Reserved 3
Slide 4: Growth Strategy: Land, Expand, Collaborate
Growth Strategy IC Design Fab Sort Assembly Test System Land We have leading IP & a customer foundation based on years of Integrated Yield Ramp and Exensio deployments Expand We are targeting expansion and adoption of our analytics at existing and new customers Collaborate We are enabling efficient
Slide 5: High-Level Growth Strategy: Land, Expand, Collaborate
High-Level Growth Strategy: Land, Expand, Collaborate o “Expand the Landed” – Our analytics growth has been fastest in our largest customers – PDF can provide more value to customers via multiple products and solutions – PDF’s managed services provides customers with better system and data quality –
Slide 6: Customer Profile, Retention, and Adoption
Customer Profile, Retention, and Adoption o A growing customer base that views PDF as “only company with Number of customers cutting-edge analytics platform and deep domain expertise” o Ml/AI enabled platform leveraging learnings & innovations for 3 decades 93% Retention 97% rate – ~15,000 engineers
Slide 7: Solutions for Leading-Edge Customers
Solutions for Leading-Edge Customers o For leading semi companies, PDF provides unique electrical characterization IP via a subscription model o For competing foundries: – Gainshare model enables PDF to partner in achieving competitive time to volume – In mass production, subscription model enables
Slide 8: PDF Solutions Customer Growth & Acquisition
PDF Solutions Customer Growth & Acquisition o Integrated Yield Ramp sales are software + data with service teams o Analytics sales include software-only and software + data with application support o Field team using proven value delivery with worldwide executive relationships to fuel customer growt
Slide 9: Asia Business
Asia Business Highlights o Analytics – We are investing in 2019 to grow Exensio business in 2020 in Asia – We expect significant traction in DFI area in Asia in 2020, for both logic and memory segment, mostly driven by fabs need at advanced nodes o Integrated Yield Ramp (IYR) – Still significant dem
Slide 10: Expand the Landed
CASE STUDY Expand the Landed HISTORY 28nm Ramp Project Gainshare • Customer 14nm TD Project Gainshare transitions into more-than-Moore EVOLVING Same fab Exensio® Big Data Analytics Deployment • Customer started to adopt PDF’s Analytics platform New fab Exensio® fab foundation software Exensio® solut
Slide 11: Analytics: Exensio – A Tale of Two Cities
Analytics: Exensio – “A Tale of Two Cities” Taiwan, Japan, Korea Mainland China o Customers poised to leverage PDF’s ML/AI o Many opportunities on paper. Reality could be quite enabled solutions as well as base Exensio® different platform – Many new fabs announced – # of fabless grow from 1,500 in 2
Slide 12: Analytics: DFI as Differentiated Data
Analytics : DFI™ as Differentiated Data Logic o 2019 – Multiple DFI™ systems installed in Asia: in Taiwan and mainland China – Measured wafers from Taiwan, China, Japan, Korea – Successfully penetrated into production environment installation Data N Y o 2020 3D Flash – Key goals – have DFI™ systems
Slide 13: Focused Greenfield Plan in Asia
Focused Greenfield Plan in Asia Automotive System Companies o Auto supply industry investing in analytics o Requirement for system company is more and more similar to semiconductor industry. System company needs Industry 4.0 to be effective – Our infrastructure is deployed across the whole supply ch
Slide 14: Integrated Yield Ramp: China Focus
Integrated Yield Ramp: China Focus Advanced Node Mature Node o China government has renewed investment for o In addition to advanced node, there are also advanced logic segment as well as memory needs to serve mature nodes in China – PDF has off-the-shelf technology & capability in China to serve th
Slide 15: Strengthen Asia Business Unit
Strengthen Asia Business Unit o China – Leverage freemium business model for the rapid growth of fabless – Build local relationships – Expand the sales and marketing team o Japan – Invest in Japan to strengthen executive relationships PDF Solutions, All Rights Reserved 15
Slide 16: Conclusion
Conclusion PDF Solutions, All Rights Reserved 16
Slide 17: Summary: PDF Fact Sheet
Summary: PDF Fact Sheet IC Design Fab Sort Assembly Test System • Billions of product o >24,000 process tools under • >16,000 tester + assembly layout structures Exensio® Control tools under Exensio® Test / analyzed by Fire o >40 Billion CV® DUTs tested in ALPS engine 2019 • >150 assembly equipment
Slide 18: Summary: Growth Strategy
Summary: Growth Strategy IC Design Fab Sort Assembly Test System Land We have leading IP & a customer foundation based on years of Integrated Yield Ramp and Exensio deployments Expand We are targeting expansion and adoption of our analytics at existing and new customers Collaborate We are enabling e
Slide 19: Thank You
Thank You pdf-solutions pdfsolutionsinc pdfs.inc pdf_solutions pdf_cn