Microchip In Automotive Ganesh Moorthy President and Automotive...Ganesh Moorthy President and...

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Transcript of Microchip In Automotive Ganesh Moorthy President and Automotive...Ganesh Moorthy President and...

  • Ganesh Moorthy

    President and

    Chief Operating Officer

    Microchip In Automotive June 2017

  • 2 June 2017

    Business Update

    Net sales for Q1FY18 expected to be +4.5% to +6%

    sequentially (previous guidance +2% to +7%).

    Non GAAP EPS for Q1FY18 expected to be

    between $1.22 to $1.26 per share (previous

    guidance $1.17 to $1.27 per share).

    Business conditions continue to be very strong.

    Backlog is strong. Lead times stretching out.

    Significant capacity challenges to persist for up to

    one year before lead times are normal.

    Long-term updated non-GAAP financial model is

    now 62.5% gross margin, 22.5% operating

    expenses and 40% operating profit.

  • 3 June 2017

    Corporate Overview

    Leading provider of: High-performance Microcontrollers, Digital Signal Controllers

    and Microprocessors

    Mixed-Signal, Analog, Interface and Security solutions

    Clock and Timing solutions

    Wireless and Wired Connectivity solutions

    Non-volatile EEPROM and Flash Memory solutions

    Flash IP solutions

    ~ $3.5 Billion revenue in FY17

    ~13,000 employees

    Headquartered near Phoenix in Chandler, AZ

  • 4 June 2017

    Our Vision

    Be The Very Best Embedded Control Solutions Company Ever

  • 5 June 2017

    0100200300400500600700800900

    1000110012001300140015001600170018001900200021002200230024002500260027002800290030003100320033003400350036003700380039004000

    FY93 FY94 FY95 FY96 FY97 FY98 FY99 FY00 FY01 FY02 FY03 FY04 FY05 FY06 FY07 FY08 FY09 FY10 FY11 FY12 FY13 FY14 FY15 FY16 FY17

    MCU Analog Memory Licensing MMO

    Annual Net Sales Growth

    $ M

    illi

    on

    106 consecutive quarters of profitability!

  • 6 June 2017

    WW MCU Market Share

    Based on dollar shipment volume 2003-2016, Source: Gartner and Microchip

    2003 2008 2009 2010 2012 2014 2015 2016

    No. Rank Rank Rank Rank Rank Rank Rank Rank

    1 Renesas Renesas Renesas Renesas Renesas Renesas Renesas Renesas 2 Motorola NEC NEC Freescale Freescale Freescale NXP NXP

    3 NEC Freescale Freescale Samsung Infineon ST-Micro ST-Micro Microchip

    4 Matsushita Infineon Samsung Microchip Microchip Microchip Microchip ST-Micro

    5 Infineon Samsung Microchip Atmel ST-Micro NXP Infineon TI

    6 Fujitsu Microchip TI TI TI TI TI Infineon

    7 Toshiba ST-Micro Infineon Infineon Atmel Infineon Atmel Cypress

    8 Microchip TI ST-Micro ST-Micro NXP Atmel Cypress Samsung

    9 Samsung Fujitsu Fujitsu Fujitsu Fujitsu Spansion Samsung CEC Huada

    10 ST-Micro NXP NXP NXP Samsung Samsung CEC Huada Toshiba

    11 Atmel Toshina Atmel Toshiba Toshiba Cypress Datang Si Labs

    12 TI Atmel Toshiba Denso Cypress Toshiba Toshiba Denso

    13 Sanyo Panasonic Panasonic Cypress Denso Denso Denso Datang

    14 Philips Denso Denso Panasonic Panasonic Datang Si Labs SH Fudan

    15 Intel Sony Cypress Sony Sony Si Labs SHIC Panasonic

    16 Sony Cypress Sony Datang Si Labs CEU-Huada Tongfang Holtek

    17 Micronas Intel Datang JSC Sitronics CEC Huada Panasonic Panasonic Nuvoton

    18 Oki Micronas Intel Si-Labs Melfas SHIC Holtek Unigroup

    19 Sunplus Winbond Si-Labs Intel JSC Tongfang Winbond Maxim

    20 Winbond Si-Labs Rohm INSIDE Holtek Nationz

  • 7 June 2017

    Revenue by End Market

    Communication

  • 8 June 2017

    Automotive Semiconductor

    Supplier Ranking

    1. NXP

    2. Infineon Technologies

    3. Renesas Electronics

    4. ST Microelectronics

    5. Texas Instruments

    6. Robert Bosch (mostly captive)

    7. ON Semiconductor

    8. Microchip

    9. Toshiba

    10. Rohm Semiconductor

    Source: Semicast Research 2017

  • 9 June 2017

    Automotive Semiconductor Content

    Source: Statista Source: PWC, Microchip Estimates

    $-

    $50

    $100

    $150

    $200

    $250

    $300

    $350

    $400

    $450

    2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022

    Semiconductor Content / Vehicle

    0

    20

    40

    60

    80

    100

    120

    2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022

    Vehicle Shipments (Munits)

  • 10 June 2017

    Networking

    Ethernet

  • 11 June 2017

    Security

    >20 years in secure IC market

    Automotive grade stand alone Security ICs

    Secure Crypto Microcontrollers

    Securing in vehicle networks, including legacy CAN

    Enabling Secure BOOT no fraudulent firmware

    All you need is Trust

  • 12 June 2017

    Homelink Garage Doors

    Access Control Systems

    Highly Secure Keyfobs

    RF link + LF immobilizer

    Relay Attack Theft Prevention:

    Low Power UWB Radar

    Passive Entry Walk Away Locking

  • 13 June 2017

    Advanced HMI: Capacitive Sensing

    Multi-Point Touch Screens Touch Pad Controls

    Capacitive Gesture Recognition Buttons and Sliders

  • 14 June 2017

    Interior and Exterior Lighting

    Interior Ambient Lighting - RGB

    Exterior LED Front Lighting LED Tail Lights

    Instrument Cluster Backlighting

  • 15 June 2017

    Body Electronics

    Steering Wheel control

    Door Handle Sensing

    Kick Sensing

    Pressure Monitoring

  • 16 June 2017

    Motor Control

    Fuel Pumps

    Water Pumps

    Cooling Fans

    Turbo Wastegate

  • 17 June 2017

    Electrification / Fuel Economy

    Start Stop Voltage

    Stabilization (DC/DC)

    EV Portable Charger

    Inductive Wireless

    Charging Control

    48V System Solutions

  • 18 June 2017

    Advanced Driver Assist Systems

    Collision Avoidance Systems Lane Departure Warning

    Blind Spot Detection Smart Mirrors

  • 19 June 2017

    Microchip Content in ADAS

    Autonomous Parking

    LED Matrix Lighting

    Surround View Camera

    Back up Camera

    Parking Sensors

    Traffic Sign Recognition

    Blind Spot Detection

    Lane Departure

    Lane Keep Assist

    Adaptive Cruise Control

    Automatic Emergency Braking

    Front Collision Avoidance

    V2X

    Adaptive Lighting

    Rain Sensor

    TPMS

    Pedestrian Detection

    MCU Network/Analog Memory

  • 20 June 2017

    ADAS Drives Sensor Proliferation

    Automation Level 2 Level 3 Level 4

    Sensor / Year 2015 2020 2025

    Radar 3 6 10

    Camera * 1 = 2 8

    Lidar 0 1 1

    Radar Camera Ultrasonic Laser

    *) excluding backup camera and

    surround view cameras

  • 21 June 2017

    Increasing Number of

    Sensors Will Drive

    Revenue

    Growth

    ADAS Sensors:

    Security Needed

    Increased

    bandwidth

    requirements

    raw data - high

    speed links

    Safety related

    Parameterics

    Monitoring &

    Sensor control

  • 22 June 2017

    Applications in S-Class 29 MCUs / 8 Analog / 6 USB / 6 Memory / 6 MOST / 4 Kleer

    PTC Heater

    Throttle Control

    Engine

    Control

    Timer Rear View Camera

    Adaptive Light

    Approach Sensors

    LED DRL

    Breakout Box

    Navigation

    HVAC Blower

    Light Switch

    Airbag

    Head Unit

    Parking Assist

    Garage Door Opener

    Door Switch Module

    Cluster

    COMPASS

    Mirror

    Surround View Camera

    Telephone Touch Dialer

    DewPoint Controller

    Wiper Rear Seat

    Entertainment

    Roof Controller

    Natural Vaccuum Leak

    Detection

    Amplifier

  • 23 June 2017

    Applications in Hyundai Genesis 30 MCU, 22 Analog, 5 Memory, 3 MOST, 2 USB

    Automatic

    Defogger

    Sensor

    Steering - Vibration

    Door Latch

    Cabin Lamp

    Seat Heater

    Adaptive

    Front

    Leveling

    CO2

    Monitor

    Hands-free

    Module

    Audio

    Sunroof

    Headunit Active Seatbelt

    Overhead

    Console

    Lamp

    Personal Lamp

    Steering - Heater

    LED

    Driver

    Module

    I-Box

    Breakout Box (Rear)

    Airbag

    AVN

    DRL

    Rear

    Camera

    Mirror

    Garage

    Opener

  • 24 Confidential

    OEMs using Microchip

  • 25 June 2017

    Summary

    Microchip is a significant Automotive

    semiconductor player with 25 years

    experience serving the market

    Microchip dominates multiple

    application areas in automobiles

    Microchip is well positioned for the

    explosive ADAS growth ahead

  • Thank you!

  • Questions?