X-fab Silicon Foundries Se · EURONEXT:XFAB
X-fab Silicon Foundries — Investor Day (2023)
11 slides from X-fab Silicon Foundries's investor day presentation, Jun 8, 2023
Slide 1: Specialty business: MEMS
Specialty business: MEMS Creating value-add for X-FAB CMOS business Volker Herbig | VP Business Unit MEMS
Slide 2: Evolution of the business model is driving MEMS revenue growth
Evolution of the business model is driving MEMS revenue growth Creating value add by wafer level system integration 2024 2016 2008 Heterogenous system integration 1997 System integration chiplet for photonics, automotive, RF microsystem enablement with with X-FAB CMOS CMOS + MEMS X-FAB CMOS MEMS int
Slide 3: Operating in the sweet spot creates an ideal business environment
Operating in the sweet spot creates an ideal business environment Markets medical, automotive, selected CCC Competition integration with X-FAB CMOS, usage of existing non-CMOS clean room and tools infrastructure Customers calling Cutting edge applications sensors, µfluidic, lab-on-a-chip, Solutions
Slide 4: Value-add is enabled by process customization
Value-add is enabled by process customization Customer & X-FAB collaboration space CMOS product process product design prototyping qualification manufacturing base wafer spec Co-development is increasing Fewer projects but with higher reward product value and substantial customer commitment 4
Slide 5: Value-add is increasing CMOS ASP up to 4x
Value-add is increasing CMOS ASP up to 4x Wafer-level system integration is creating high value on CMOS 1.5x 2x 4x CMOS Fewer but high-value CMOS CMOS MEMS process layers CMOS CMOS CMOS CMOS System Heterogenous CMOS CMOS + MEMS integration system integration ASP: Average Selling Price 5
Slide 6: Average selling price and volume expansion are driving growth
Average selling price and volume expansion are driving growth 4 Wafer ASP Revenue Systems integration 500% 500% 500% products launched since 2019 450% 450% 450% 2.2x 400% 400% 400% 350% 350% 350% Wafer volume 2.2x 300% 300% 300% 250% 250% 250% Average selling price 200% 200% 200% 4.4x 150% 150% 150%
Slide 7: Applications enabled by wafer level system integration
Applications enabled by wafer level system integration Medical grade temperature sensor on your wrist High density automotive head lights 7
Slide 8: Applications enabled by wafer level system integration
Applications enabled by wafer level system integration Ultra high brightness in- and outdoor displays Smart guide wires for in situ stroke clot analysis 8
Slide 9: Applications enabled by wafer level system integration
Applications enabled by wafer level system integration Fast human genome sequencing In vitro high-density electrical cell interaction recording 9
Slide 10: MEMS applications
MEMS applications The most accurate pressure sensor ever made Microdroplet spray device for drug delivery and beauty 10
Slide 11: Thank you.
Thank you. @) &) @ @) @ xfab.com