SlideShare ist ein Scribd-Unternehmen logo
1 von 22
Downloaden Sie, um offline zu lesen
Automotive Business Update
Maxim Integrated
December 5, 2017
Safe Harbor
2
This presentation contains forward-looking statements within the meaning of Section 27A of the
Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended.
These forward-looking statements include, without limitation, the Company’s projections and statements
regarding revenue, gross margin, earnings per share, capital expenditures and other financial and business
metrics. These statements involve risks and uncertainties that could cause actual results to differ
materially from expectations. Please refer to the Company’s Annual Report on Form 10-K for the fiscal
year ended June 24, 2017 for a description of some of the risk factors that could cause actual results to
differ materially from such forward-looking statements.
All forward-looking statements included in this presentation are made as of the date hereof and based on
the information available to the Company as of the date hereof. The Company assumes no obligation to
update any forward-looking statement.
Over a Decade of Innovation in Automotive Semis
3
Maxim’s Automotive Growth Drivers1
Advanced Driver Assistance Systems3
Q&A Session4
Electrified Vehicles2
The Next Waves of Automotive Growth
4
Electrification ADAS
Serial Link
Power Management
Battery
Management
Systems (BMS)
CY2012 CY2017F
Electrified Vehicles and ADAS Adding to Infotainment Foundation
5
>30%
CAGR
$185M
>$475M
Infotainment
Body Electronics
ADAS
Electrified Vehicles
Maxim’s Automotive Applications
Automotive USB
Body Control
Display Power
ECU Power Management and Voltage Regulation
Electrified Vehicle Battery Management
Exterior and Interior Lighting
Infotainment Power Management
Low Noise Amplifiers
Remote Keyless Entry
RF Tuners and Receivers
Video and Data Distribution
Source: Maxim Integrated
Electrified Car Production to Triple by 2022
6
Regulation
Air Quality
Cost of Ownership
Inflection in EV Adoption
~4M Electrified Cars
of 95M Total Car Production
Source: Strategy Analytics. Electrified Cars includes Battery Electric/Plug in Hybrid/Hybrid Units
5% 11%
2017F 2022F
~12M Electrified Cars
of 107M Total Car Production
Diversified Portfolio of EV Design Wins
7
China
Europe
North
America
Japan
Korea
Design Wins at 28 Auto OEMs
CHINA
Phasing out combustion engines
OEM scores on emissions starting 2019
FRANCE 2040 target of 100% EV Sales
UNITED
KINGDOM
2040 target of 100% EV sales
INDIA 2030 target of 100% EV sales
Differentiated BMS Architecture Enables Highest ASIL Standard
8
Maxim’s 4th
Generation BMS
ASIL D Certified
Li-Ion
Battery
Module
Li-ion
Cells
Li-ion
Cells
Li-ion
Cells
Battery
Module
Li-ion
Cells
Li-ion
Cells
Li-ion
Cells
Battery
Module
Li-ion
Cells
Li-ion
Cells
Li-ion
Cells
Battery
Module
BMS
BMS
BMS
Proprietary
Interface
Isolation
...
Master
Controller
Pack Switch
Pack Switch+
-
...
Maxim Has Solutions for Every EV Category
9
0
2
4
6
8
10
12
14
2016 2017 2018 2019 2020 2021 2022
Thousands
Full Hybrid
Battery
Electric (Car)
Plug in Hybrid
Electrified Vehicle
Production Per Year [Mu]
>20%
CAGR
Source: Strategy Analytics, Maxim Integrated
Battery
Electric
(Bus)
Battery Pack
Capacity
Maxim’s BMS
Content
Opportunity
Full Hybrid 1 – 2 kWh $10 – $20
Plug-in Hybrid 3 – 10 kWh $20 – $30
Battery Electric (Car) 40 – 100 kWh $30 – $50
Battery Electric (Bus) 150+ kWh $80 – $120
Enabling ADAS With GMSL and Power Management
10
Automotive-Grade Quality and Safety
Low Latency Video
High Speed Data
Future Scalability
Small Size
Efficient
Clean, Reliable Power
Gigabit Multimedia Serial Link Power Management
ADAS ECUs to More Than Double by 2022
11
2017F 2022F
169M
ADAS ECUs
354M
ADAS ECUs
Level 2 ADAS is key demand
driver for Maxim’s
High-Speed Serial Link and
Power Management products
Lane Departure
Adaptive Lighting
Collision Warning
Parking
E-Call/On Star
Source: Strategy Analytics
ADAS Sensor Count Increases With Each Level of Autonomy
12
Level 2 Level 3 Level 4/5
13+
7+
28+
Autonomous Driving Domain Controller
Short- and Long-Range Radar Sensors
Lidar, Exterior Camera and Interior Camera Sensors
Source: IHS
Number of ADAS
sensors per car
Cars Becoming “Data Centers on Wheels”
13
2017 2022F
4X Data Transmission Rates*
~80Gb/s
~20Gb/s
Source: Maxim Integrated
*Data Transmission Rates based on estimated Serial Link Data Rate multiplied by number of links in a premium car
Data Link Type
Premium Car
in 2017
Premium Car
in 2022
ADAS Links
Surround view system ✓ ✓
Front facing camera system ✓ ✓
Mirror replacement system ✓
In-cabin monitoring system ✓
Driver monitoring system ✓
Adaptive front lamp system ✓
RADAR ✓
LiDAR ✓
Infotainment
Links
Central Information Display ✓ ✓
Instrument Cluster ✓ ✓
Head-Up Display ✓ ✓
Consumer Box to Head Unit ✓ ✓
Rear Seat Entertainment ✓
Passenger Information Display ✓
Sensor
Display
Camera
CAN Bus Automotive
Ethernet
1st Gen Serial
Link
1st Gen Serial
Link
2nd Gen Serial
Link
Future Gen
Serial Link
Uncompressed, Low Latency HD Video Requires Serial Link
14
0
100
200
300
2017 2018 2019 2020 2021 2022
Analog
Serial Link: 3 to 6Gb/s
Uncompressed Video
Ethernet: 100Mb/s
Compressed Video
Source: Strategy Analytics, Maxim Integrated
1Mb/s 100Mb/s
1Gb/s
Highest Speed and
Future Scalability
3Gb/s
6Gb/s
Serial Link
(2nd Gen Video)
>10Gb/s
CAN Bus Auto
Ethernet
Serial Link
(Future)
Video Links [Mu]
100Mb/s1Mb/s
Serial Link
(Gigabit Ethernet)
Serial Link
(1st Gen Video)
Maxim Serial Link Innovation Simplifies ADAS Systems
15
Simultaneous Video and
Gigabit Ethernet
Multi-Video Streaming
SoC SER
DES
DES
CID
IC
SoC
SER DES
DES
CID
IC
Video
VideoSER
Reduces
Infrastructure Cost
SoC
SER VideoVideo
RGMII GbE PHY GbE
DES
GbE PHY
Video
RGMII
SoC
Simplifies
Infrastructure
SER DESVideo & GbE
Over GMSL
Video
RGMII
Video
RGMII
SoCSoC
ADAS Analog SAM to Double by 2022
16
2017F 2022F
$1.3B
$2.8B
Collision Warning
Parking
Lane Departure Warning
E-Call/On Star
Source: Strategy Analytics
CONSOLE
DISPLAY
TOUCH/
BUTTONS
INPUT
PROTECTOR
CAMERA
INTEGRATOR
LOAD
SWITCH
IMAGING AND
CONTROL SoC
DRAM TEMP SENSE
SUPERVISOR
OSCILLATOR
ADAS CONTROL UNIT
CAN CAN
SEQUENCER
PMIC
MEMORY
POWER
LV STEP-DOWN
DC-DC
STEP-UP
DC-DC
LDO
POWER RAILS
BRAKES
STEERING
ALERTS
V/I PROTECTION
DISPLAY
SERIALIZER
HV STEP-DOWN
DC-DC
BATTERY
CAMERA ECU (x4)
COLLISION AVOIDANCE RADAR ECU (x2)
PARKING ASSIST/BLINDSPOT ECU (x4)
VIDEO
IMAGE
CAPTURE
VIDEO SoC
LDO
STEP-DOWN
DC-DC
CAMERA
SERIALIZER
LDO
STEP-DOWN
DC-DC
SUPERVISOR
SoC CAN
ADC
RADAR
FRONT END
IC
OSCILLATOR
ULTRASONIC
MODULE
CAN
LDO
STEP-DOWN
DC-DC
…
… Maxim Power Management IC Opportunity
Other Maxim IC Opportunity
Integration Delivers Power Performance for ADAS
17
MAX20006
~4x Power Density
▪ 15W to 30W
▪ 50% smaller footprint
Lowest Standby Power
3rd Generation PMIC 4th Generation PMIC
Advanced Process Enables Next Generation Auto PMICs
18
450nm Design Rule 90nm Design Rule
Smaller Footprint
Lower Power Loss
Safety and Quality with Volume Production Experience
19
Source: Maxim Integrated
~2 Billion High Volume
Automotive IC Shipments
from 2010
70% Improvement in
Defect Rate
0
1000
2000
3000
4000
5000
6000
7000
0.0
0.5
1.0
1.5
2.0
2010 2011 2012 2013 2014 2015 2016 2017 2018F
Axis Title
Cumulative Automotive
Units Shipped Since 2010
Defect Rate
Trend
Shipped Units [B]
Parts Per Billion
Defect Level
Parts Per Million
Defect Level
Defect Rate [ppb]
Maxim Content Opportunity in Premium Car
20
CY2017 CY2022F
Infotainment &
Body Electronics
$50 – $70 $80 – $100
ADAS $15 – $30 $40 – $60
Maxim’s Content
Opportunity in a
Premium Car
$65 – $100 $120 – $160
Source: Maxim Integrated
Battery Pack
Capacity
Maxim’s BMS
Content Opportunity
Full Hybrid 1 – 2 kWh $10 – $20
Plug-in Hybrid 3 – 10 kWh $20 – $30
Battery Electric (Car) 40 – 100 kWh $30 – $50
Battery Electric (Bus) 150+ kWh $80 – $120
Maxim’s BMS Content
in an EV Car
$10 – $120
+
Key Takeaways
21
EV Units to Triple, ADAS ECUs to Double in Next 5 Years1
Serial Link Enables High-Speed Data & Video for ADAS3
Integrated Power Management Drives Higher Performance, Safety and Reliability4
BMS Design Wins Position Maxim in EV Inflection2
Empowering Design Innovation

Weitere ähnliche Inhalte

Was ist angesagt?

Marketing day with BMO Capital Markets - Feb 17 2021
Marketing day with BMO Capital Markets - Feb 17 2021Marketing day with BMO Capital Markets - Feb 17 2021
Marketing day with BMO Capital Markets - Feb 17 2021EXFO Inc.
 
EXFO Investor Spring presentation - May17 2021
EXFO Investor Spring presentation - May17 2021EXFO Investor Spring presentation - May17 2021
EXFO Investor Spring presentation - May17 2021EXFO Inc.
 
Sierra Wireless Corporate Overview - August 2014
Sierra Wireless Corporate Overview - August 2014Sierra Wireless Corporate Overview - August 2014
Sierra Wireless Corporate Overview - August 2014Sierra Wireless
 
EXFO Investor presentation Fall 2020
EXFO Investor presentation Fall 2020EXFO Investor presentation Fall 2020
EXFO Investor presentation Fall 2020EXFO Inc.
 
Marketing with BMO Capital Markets
Marketing with BMO Capital Markets Marketing with BMO Capital Markets
Marketing with BMO Capital Markets EXFO Inc.
 
EXFO - Marketing with RBC markets - March 2012
EXFO - Marketing with RBC markets - March 2012EXFO - Marketing with RBC markets - March 2012
EXFO - Marketing with RBC markets - March 2012emarketingexfo
 
Marketing Day with Canaccord Genuity - Dec 2019
Marketing Day with Canaccord Genuity - Dec 2019Marketing Day with Canaccord Genuity - Dec 2019
Marketing Day with Canaccord Genuity - Dec 2019EXFO Inc.
 
2020-2022 Strategic Plan Release
2020-2022 Strategic Plan Release2020-2022 Strategic Plan Release
2020-2022 Strategic Plan ReleaseTIM RI
 
Miami University 2018 Cleveland Research Company Stock Pitch Competition
Miami University 2018 Cleveland Research Company Stock Pitch CompetitionMiami University 2018 Cleveland Research Company Stock Pitch Competition
Miami University 2018 Cleveland Research Company Stock Pitch CompetitionNhat Pham
 
EXFO Annual General and Special Meeting Jan 2019
EXFO Annual General and Special Meeting Jan 2019EXFO Annual General and Special Meeting Jan 2019
EXFO Annual General and Special Meeting Jan 2019EXFO Inc.
 
Big Data LDN 2018: DATA APIS DON’T DISCRIMINATE
Big Data LDN 2018: DATA APIS DON’T DISCRIMINATEBig Data LDN 2018: DATA APIS DON’T DISCRIMINATE
Big Data LDN 2018: DATA APIS DON’T DISCRIMINATEMatt Stubbs
 
EXFO investor presentation - Summer 2020
EXFO investor presentation - Summer 2020EXFO investor presentation - Summer 2020
EXFO investor presentation - Summer 2020EXFO Inc.
 
Cisco strategic profile
Cisco strategic profileCisco strategic profile
Cisco strategic profileabhi2586
 
Arrowinsight Quarterly: IT Trends
Arrowinsight Quarterly: IT TrendsArrowinsight Quarterly: IT Trends
Arrowinsight Quarterly: IT TrendsEliot Arnold
 
EXFO TD Securities Technology Conference - Philippe Morin
EXFO TD Securities Technology Conference - Philippe MorinEXFO TD Securities Technology Conference - Philippe Morin
EXFO TD Securities Technology Conference - Philippe MorinEXFO Inc.
 
Rivet Software Interactive Financial Management CPE Webinar Presentation
Rivet Software Interactive Financial Management CPE Webinar PresentationRivet Software Interactive Financial Management CPE Webinar Presentation
Rivet Software Interactive Financial Management CPE Webinar PresentationRivet Software
 

Was ist angesagt? (19)

Marketing day with BMO Capital Markets - Feb 17 2021
Marketing day with BMO Capital Markets - Feb 17 2021Marketing day with BMO Capital Markets - Feb 17 2021
Marketing day with BMO Capital Markets - Feb 17 2021
 
EXFO Investor Spring presentation - May17 2021
EXFO Investor Spring presentation - May17 2021EXFO Investor Spring presentation - May17 2021
EXFO Investor Spring presentation - May17 2021
 
Sierra Wireless Corporate Overview - August 2014
Sierra Wireless Corporate Overview - August 2014Sierra Wireless Corporate Overview - August 2014
Sierra Wireless Corporate Overview - August 2014
 
EXFO Investor presentation Fall 2020
EXFO Investor presentation Fall 2020EXFO Investor presentation Fall 2020
EXFO Investor presentation Fall 2020
 
Marketing with BMO Capital Markets
Marketing with BMO Capital Markets Marketing with BMO Capital Markets
Marketing with BMO Capital Markets
 
Rok overview 2018 may
Rok overview 2018 mayRok overview 2018 may
Rok overview 2018 may
 
Rok overview 2018 may
Rok overview 2018 mayRok overview 2018 may
Rok overview 2018 may
 
EXFO - Marketing with RBC markets - March 2012
EXFO - Marketing with RBC markets - March 2012EXFO - Marketing with RBC markets - March 2012
EXFO - Marketing with RBC markets - March 2012
 
Marketing Day with Canaccord Genuity - Dec 2019
Marketing Day with Canaccord Genuity - Dec 2019Marketing Day with Canaccord Genuity - Dec 2019
Marketing Day with Canaccord Genuity - Dec 2019
 
2020-2022 Strategic Plan Release
2020-2022 Strategic Plan Release2020-2022 Strategic Plan Release
2020-2022 Strategic Plan Release
 
Miami University 2018 Cleveland Research Company Stock Pitch Competition
Miami University 2018 Cleveland Research Company Stock Pitch CompetitionMiami University 2018 Cleveland Research Company Stock Pitch Competition
Miami University 2018 Cleveland Research Company Stock Pitch Competition
 
EXFO Annual General and Special Meeting Jan 2019
EXFO Annual General and Special Meeting Jan 2019EXFO Annual General and Special Meeting Jan 2019
EXFO Annual General and Special Meeting Jan 2019
 
Big Data LDN 2018: DATA APIS DON’T DISCRIMINATE
Big Data LDN 2018: DATA APIS DON’T DISCRIMINATEBig Data LDN 2018: DATA APIS DON’T DISCRIMINATE
Big Data LDN 2018: DATA APIS DON’T DISCRIMINATE
 
EXFO investor presentation - Summer 2020
EXFO investor presentation - Summer 2020EXFO investor presentation - Summer 2020
EXFO investor presentation - Summer 2020
 
Cisco strategic profile
Cisco strategic profileCisco strategic profile
Cisco strategic profile
 
Arrowinsight Quarterly: IT Trends
Arrowinsight Quarterly: IT TrendsArrowinsight Quarterly: IT Trends
Arrowinsight Quarterly: IT Trends
 
Company Presentation
Company PresentationCompany Presentation
Company Presentation
 
EXFO TD Securities Technology Conference - Philippe Morin
EXFO TD Securities Technology Conference - Philippe MorinEXFO TD Securities Technology Conference - Philippe Morin
EXFO TD Securities Technology Conference - Philippe Morin
 
Rivet Software Interactive Financial Management CPE Webinar Presentation
Rivet Software Interactive Financial Management CPE Webinar PresentationRivet Software Interactive Financial Management CPE Webinar Presentation
Rivet Software Interactive Financial Management CPE Webinar Presentation
 

Ähnlich wie Maxim auto business update final

MIPI DevCon 2020 | MASS: Automotive Displays Using VDC-M Visually Lossless C...
MIPI DevCon 2020 |  MASS: Automotive Displays Using VDC-M Visually Lossless C...MIPI DevCon 2020 |  MASS: Automotive Displays Using VDC-M Visually Lossless C...
MIPI DevCon 2020 | MASS: Automotive Displays Using VDC-M Visually Lossless C...MIPI Alliance
 
“Embedded Vision in ADAS and Autonomous Vehicles: Navigating the New Reality,...
“Embedded Vision in ADAS and Autonomous Vehicles: Navigating the New Reality,...“Embedded Vision in ADAS and Autonomous Vehicles: Navigating the New Reality,...
“Embedded Vision in ADAS and Autonomous Vehicles: Navigating the New Reality,...Edge AI and Vision Alliance
 
TRENDS IN AUTONOMOUS VEHICLES AND MARKET DEPLOYMENT
TRENDS IN AUTONOMOUS VEHICLES AND MARKET DEPLOYMENTTRENDS IN AUTONOMOUS VEHICLES AND MARKET DEPLOYMENT
TRENDS IN AUTONOMOUS VEHICLES AND MARKET DEPLOYMENTwle-ss
 
Embedded Fest 2019. Віталій Нужний. The Mobility Revolution: the Software tha...
Embedded Fest 2019. Віталій Нужний. The Mobility Revolution: the Software tha...Embedded Fest 2019. Віталій Нужний. The Mobility Revolution: the Software tha...
Embedded Fest 2019. Віталій Нужний. The Mobility Revolution: the Software tha...EmbeddedFest
 
Ambarella(06/2021)--Application of ambarella AI vision chip solution in smart...
Ambarella(06/2021)--Application of ambarella AI vision chip solution in smart...Ambarella(06/2021)--Application of ambarella AI vision chip solution in smart...
Ambarella(06/2021)--Application of ambarella AI vision chip solution in smart...AEI Rsearch
 
Intland Software | codeBeamer ALM: What’s in the Pipeline for the Automotive ...
Intland Software | codeBeamer ALM: What’s in the Pipeline for the Automotive ...Intland Software | codeBeamer ALM: What’s in the Pipeline for the Automotive ...
Intland Software | codeBeamer ALM: What’s in the Pipeline for the Automotive ...Intland Software GmbH
 
Ike al akraino autonomous cars workshop july 27 2021 pa10 akraino
Ike al akraino autonomous cars workshop july 27 2021 pa10 akrainoIke al akraino autonomous cars workshop july 27 2021 pa10 akraino
Ike al akraino autonomous cars workshop july 27 2021 pa10 akrainoIke Alisson
 
Ike Alisson LF Edge Akraino Autonomous Cars Workshop July 27 2021 pa10 akraino
Ike Alisson LF Edge Akraino Autonomous Cars Workshop July 27 2021 pa10 akrainoIke Alisson LF Edge Akraino Autonomous Cars Workshop July 27 2021 pa10 akraino
Ike Alisson LF Edge Akraino Autonomous Cars Workshop July 27 2021 pa10 akrainoIke Alisson
 
Deloitte consulting case competition.
Deloitte consulting case competition.Deloitte consulting case competition.
Deloitte consulting case competition.Haokun Chen
 
MEMS and Sensors for Automotive 2017 Report by Yole Developpement
MEMS and Sensors for Automotive 2017 Report by Yole Developpement	MEMS and Sensors for Automotive 2017 Report by Yole Developpement
MEMS and Sensors for Automotive 2017 Report by Yole Developpement Yole Developpement
 
IoE = New Partners & Business Models @ ITS World Congress 2014
IoE = New Partners & Business Models @ ITS World Congress 2014IoE = New Partners & Business Models @ ITS World Congress 2014
IoE = New Partners & Business Models @ ITS World Congress 2014Andreas Mai
 
2016 CRC Stock Pitch Competition - Finalist
2016 CRC Stock Pitch Competition - Finalist2016 CRC Stock Pitch Competition - Finalist
2016 CRC Stock Pitch Competition - FinalistJoe Whiteside
 
Digitization of the Automotive Industry: Connecting The New Mobility Value Chain
Digitization of the Automotive Industry: Connecting The New Mobility Value ChainDigitization of the Automotive Industry: Connecting The New Mobility Value Chain
Digitization of the Automotive Industry: Connecting The New Mobility Value ChainAndreas Mai
 
On semi(06/2021) --Innovative semiconductor packaging technology enables ev d...
On semi(06/2021) --Innovative semiconductor packaging technology enables ev d...On semi(06/2021) --Innovative semiconductor packaging technology enables ev d...
On semi(06/2021) --Innovative semiconductor packaging technology enables ev d...AEI Rsearch
 
5G Automotive, V2X Opportunity and Challenges
5G Automotive, V2X Opportunity and Challenges5G Automotive, V2X Opportunity and Challenges
5G Automotive, V2X Opportunity and ChallengesMarie-Paule Odini
 
Connected Vehicle Business Proposal - Pitkraft
Connected Vehicle Business Proposal - PitkraftConnected Vehicle Business Proposal - Pitkraft
Connected Vehicle Business Proposal - PitkraftVaisakh Venugopal
 
Swiss Re - Insurer Innovation Award 2022
Swiss Re - Insurer Innovation Award 2022Swiss Re - Insurer Innovation Award 2022
Swiss Re - Insurer Innovation Award 2022The Digital Insurer
 
Car electronization trend in automotive industry
Car electronization   trend in automotive industryCar electronization   trend in automotive industry
Car electronization trend in automotive industryKenji Suzuki
 
DRAUP : Auto Startup Report
DRAUP : Auto Startup Report DRAUP : Auto Startup Report
DRAUP : Auto Startup Report Zinnov
 

Ähnlich wie Maxim auto business update final (20)

MIPI DevCon 2020 | MASS: Automotive Displays Using VDC-M Visually Lossless C...
MIPI DevCon 2020 |  MASS: Automotive Displays Using VDC-M Visually Lossless C...MIPI DevCon 2020 |  MASS: Automotive Displays Using VDC-M Visually Lossless C...
MIPI DevCon 2020 | MASS: Automotive Displays Using VDC-M Visually Lossless C...
 
“Embedded Vision in ADAS and Autonomous Vehicles: Navigating the New Reality,...
“Embedded Vision in ADAS and Autonomous Vehicles: Navigating the New Reality,...“Embedded Vision in ADAS and Autonomous Vehicles: Navigating the New Reality,...
“Embedded Vision in ADAS and Autonomous Vehicles: Navigating the New Reality,...
 
TRENDS IN AUTONOMOUS VEHICLES AND MARKET DEPLOYMENT
TRENDS IN AUTONOMOUS VEHICLES AND MARKET DEPLOYMENTTRENDS IN AUTONOMOUS VEHICLES AND MARKET DEPLOYMENT
TRENDS IN AUTONOMOUS VEHICLES AND MARKET DEPLOYMENT
 
Embedded Fest 2019. Віталій Нужний. The Mobility Revolution: the Software tha...
Embedded Fest 2019. Віталій Нужний. The Mobility Revolution: the Software tha...Embedded Fest 2019. Віталій Нужний. The Mobility Revolution: the Software tha...
Embedded Fest 2019. Віталій Нужний. The Mobility Revolution: the Software tha...
 
Ambarella(06/2021)--Application of ambarella AI vision chip solution in smart...
Ambarella(06/2021)--Application of ambarella AI vision chip solution in smart...Ambarella(06/2021)--Application of ambarella AI vision chip solution in smart...
Ambarella(06/2021)--Application of ambarella AI vision chip solution in smart...
 
Intland Software | codeBeamer ALM: What’s in the Pipeline for the Automotive ...
Intland Software | codeBeamer ALM: What’s in the Pipeline for the Automotive ...Intland Software | codeBeamer ALM: What’s in the Pipeline for the Automotive ...
Intland Software | codeBeamer ALM: What’s in the Pipeline for the Automotive ...
 
Ike al akraino autonomous cars workshop july 27 2021 pa10 akraino
Ike al akraino autonomous cars workshop july 27 2021 pa10 akrainoIke al akraino autonomous cars workshop july 27 2021 pa10 akraino
Ike al akraino autonomous cars workshop july 27 2021 pa10 akraino
 
Ike Alisson LF Edge Akraino Autonomous Cars Workshop July 27 2021 pa10 akraino
Ike Alisson LF Edge Akraino Autonomous Cars Workshop July 27 2021 pa10 akrainoIke Alisson LF Edge Akraino Autonomous Cars Workshop July 27 2021 pa10 akraino
Ike Alisson LF Edge Akraino Autonomous Cars Workshop July 27 2021 pa10 akraino
 
Deloitte consulting case competition.
Deloitte consulting case competition.Deloitte consulting case competition.
Deloitte consulting case competition.
 
MEMS and Sensors for Automotive 2017 Report by Yole Developpement
MEMS and Sensors for Automotive 2017 Report by Yole Developpement	MEMS and Sensors for Automotive 2017 Report by Yole Developpement
MEMS and Sensors for Automotive 2017 Report by Yole Developpement
 
IoE = New Partners & Business Models @ ITS World Congress 2014
IoE = New Partners & Business Models @ ITS World Congress 2014IoE = New Partners & Business Models @ ITS World Congress 2014
IoE = New Partners & Business Models @ ITS World Congress 2014
 
16 omelchuk
16 omelchuk16 omelchuk
16 omelchuk
 
2016 CRC Stock Pitch Competition - Finalist
2016 CRC Stock Pitch Competition - Finalist2016 CRC Stock Pitch Competition - Finalist
2016 CRC Stock Pitch Competition - Finalist
 
Digitization of the Automotive Industry: Connecting The New Mobility Value Chain
Digitization of the Automotive Industry: Connecting The New Mobility Value ChainDigitization of the Automotive Industry: Connecting The New Mobility Value Chain
Digitization of the Automotive Industry: Connecting The New Mobility Value Chain
 
On semi(06/2021) --Innovative semiconductor packaging technology enables ev d...
On semi(06/2021) --Innovative semiconductor packaging technology enables ev d...On semi(06/2021) --Innovative semiconductor packaging technology enables ev d...
On semi(06/2021) --Innovative semiconductor packaging technology enables ev d...
 
5G Automotive, V2X Opportunity and Challenges
5G Automotive, V2X Opportunity and Challenges5G Automotive, V2X Opportunity and Challenges
5G Automotive, V2X Opportunity and Challenges
 
Connected Vehicle Business Proposal - Pitkraft
Connected Vehicle Business Proposal - PitkraftConnected Vehicle Business Proposal - Pitkraft
Connected Vehicle Business Proposal - Pitkraft
 
Swiss Re - Insurer Innovation Award 2022
Swiss Re - Insurer Innovation Award 2022Swiss Re - Insurer Innovation Award 2022
Swiss Re - Insurer Innovation Award 2022
 
Car electronization trend in automotive industry
Car electronization   trend in automotive industryCar electronization   trend in automotive industry
Car electronization trend in automotive industry
 
DRAUP : Auto Startup Report
DRAUP : Auto Startup Report DRAUP : Auto Startup Report
DRAUP : Auto Startup Report
 

Mehr von maxim2015ir

Q418 earnings presentation final2
Q418 earnings presentation final2Q418 earnings presentation final2
Q418 earnings presentation final2maxim2015ir
 
Q318 earnings presentation final
Q318 earnings presentation finalQ318 earnings presentation final
Q318 earnings presentation finalmaxim2015ir
 
Q318 earnings presentation final
Q318 earnings presentation finalQ318 earnings presentation final
Q318 earnings presentation finalmaxim2015ir
 
Q218 earnings presentation final
Q218 earnings presentation finalQ218 earnings presentation final
Q218 earnings presentation finalmaxim2015ir
 
Q118 earnings presentation final 2
Q118 earnings presentation final 2Q118 earnings presentation final 2
Q118 earnings presentation final 2maxim2015ir
 
Q118 earnings presentation final
Q118 earnings presentation finalQ118 earnings presentation final
Q118 earnings presentation finalmaxim2015ir
 
Business update final
Business update finalBusiness update final
Business update finalmaxim2015ir
 
Q417 earnings presentation final
Q417 earnings presentation finalQ417 earnings presentation final
Q417 earnings presentation finalmaxim2015ir
 
Q317 Earnings Presentation
Q317 Earnings PresentationQ317 Earnings Presentation
Q317 Earnings Presentationmaxim2015ir
 
Earnings Presentation Q217
Earnings Presentation Q217Earnings Presentation Q217
Earnings Presentation Q217maxim2015ir
 
Fy17 q1 supplemental web presentation
Fy17 q1 supplemental web presentationFy17 q1 supplemental web presentation
Fy17 q1 supplemental web presentationmaxim2015ir
 
Fy16 q4 supplemental web presentation
Fy16 q4 supplemental web presentationFy16 q4 supplemental web presentation
Fy16 q4 supplemental web presentationmaxim2015ir
 
Fy16 q3 supplemental web presentation
Fy16 q3 supplemental web presentationFy16 q3 supplemental web presentation
Fy16 q3 supplemental web presentationmaxim2015ir
 
Fy16 q3 supplemental presentation final
Fy16 q3 supplemental presentation finalFy16 q3 supplemental presentation final
Fy16 q3 supplemental presentation finalmaxim2015ir
 
Investor day showfile
Investor day showfileInvestor day showfile
Investor day showfilemaxim2015ir
 
FY16Q2 Earnings Presentation
FY16Q2 Earnings PresentationFY16Q2 Earnings Presentation
FY16Q2 Earnings Presentationmaxim2015ir
 
Fy16 q1 earnings-presentation
Fy16 q1 earnings-presentationFy16 q1 earnings-presentation
Fy16 q1 earnings-presentationmaxim2015ir
 

Mehr von maxim2015ir (17)

Q418 earnings presentation final2
Q418 earnings presentation final2Q418 earnings presentation final2
Q418 earnings presentation final2
 
Q318 earnings presentation final
Q318 earnings presentation finalQ318 earnings presentation final
Q318 earnings presentation final
 
Q318 earnings presentation final
Q318 earnings presentation finalQ318 earnings presentation final
Q318 earnings presentation final
 
Q218 earnings presentation final
Q218 earnings presentation finalQ218 earnings presentation final
Q218 earnings presentation final
 
Q118 earnings presentation final 2
Q118 earnings presentation final 2Q118 earnings presentation final 2
Q118 earnings presentation final 2
 
Q118 earnings presentation final
Q118 earnings presentation finalQ118 earnings presentation final
Q118 earnings presentation final
 
Business update final
Business update finalBusiness update final
Business update final
 
Q417 earnings presentation final
Q417 earnings presentation finalQ417 earnings presentation final
Q417 earnings presentation final
 
Q317 Earnings Presentation
Q317 Earnings PresentationQ317 Earnings Presentation
Q317 Earnings Presentation
 
Earnings Presentation Q217
Earnings Presentation Q217Earnings Presentation Q217
Earnings Presentation Q217
 
Fy17 q1 supplemental web presentation
Fy17 q1 supplemental web presentationFy17 q1 supplemental web presentation
Fy17 q1 supplemental web presentation
 
Fy16 q4 supplemental web presentation
Fy16 q4 supplemental web presentationFy16 q4 supplemental web presentation
Fy16 q4 supplemental web presentation
 
Fy16 q3 supplemental web presentation
Fy16 q3 supplemental web presentationFy16 q3 supplemental web presentation
Fy16 q3 supplemental web presentation
 
Fy16 q3 supplemental presentation final
Fy16 q3 supplemental presentation finalFy16 q3 supplemental presentation final
Fy16 q3 supplemental presentation final
 
Investor day showfile
Investor day showfileInvestor day showfile
Investor day showfile
 
FY16Q2 Earnings Presentation
FY16Q2 Earnings PresentationFY16Q2 Earnings Presentation
FY16Q2 Earnings Presentation
 
Fy16 q1 earnings-presentation
Fy16 q1 earnings-presentationFy16 q1 earnings-presentation
Fy16 q1 earnings-presentation
 

Kürzlich hochgeladen

Teekay Tankers Q1-24 Earnings Presentation
Teekay Tankers Q1-24 Earnings PresentationTeekay Tankers Q1-24 Earnings Presentation
Teekay Tankers Q1-24 Earnings PresentationTeekay Tankers Ltd
 
Western Copper and Gold - May 2024 Presentation
Western Copper and Gold - May 2024 PresentationWestern Copper and Gold - May 2024 Presentation
Western Copper and Gold - May 2024 PresentationPaul West-Sells
 
Diligence Checklist for Early Stage Startups
Diligence Checklist for Early Stage StartupsDiligence Checklist for Early Stage Startups
Diligence Checklist for Early Stage StartupsTILDEN
 
The Leonardo 1Q 2024 Results Presentation
The Leonardo 1Q 2024 Results PresentationThe Leonardo 1Q 2024 Results Presentation
The Leonardo 1Q 2024 Results PresentationLeonardo
 
Teck Supplemental Information, May 2, 2024
Teck Supplemental Information, May 2, 2024Teck Supplemental Information, May 2, 2024
Teck Supplemental Information, May 2, 2024TeckResourcesLtd
 
countries with the highest gold reserves in 2024
countries with the highest gold reserves in 2024countries with the highest gold reserves in 2024
countries with the highest gold reserves in 2024Kweku Zurek
 
AMG Quarterly Investor Presentation May 2024
AMG Quarterly Investor Presentation May 2024AMG Quarterly Investor Presentation May 2024
AMG Quarterly Investor Presentation May 2024gstubel
 
Corporate Presentation Probe Canaccord Conference 2024.pdf
Corporate Presentation Probe Canaccord Conference 2024.pdfCorporate Presentation Probe Canaccord Conference 2024.pdf
Corporate Presentation Probe Canaccord Conference 2024.pdfProbe Gold
 
Nicola Mining Inc. Corporate Presentation May 2024
Nicola Mining Inc. Corporate Presentation May 2024Nicola Mining Inc. Corporate Presentation May 2024
Nicola Mining Inc. Corporate Presentation May 2024nicola_mining
 
Collective Mining | Corporate Presentation - May 2024
Collective Mining | Corporate Presentation - May 2024Collective Mining | Corporate Presentation - May 2024
Collective Mining | Corporate Presentation - May 2024CollectiveMining1
 
Camil Institutional Presentation_Mai24.pdf
Camil Institutional Presentation_Mai24.pdfCamil Institutional Presentation_Mai24.pdf
Camil Institutional Presentation_Mai24.pdfCAMILRI
 
Camil Institutional Presentation_Mai24.pdf
Camil Institutional Presentation_Mai24.pdfCamil Institutional Presentation_Mai24.pdf
Camil Institutional Presentation_Mai24.pdfCAMILRI
 
Teekay Corporation Q1-24 Earnings Results
Teekay Corporation Q1-24 Earnings ResultsTeekay Corporation Q1-24 Earnings Results
Teekay Corporation Q1-24 Earnings ResultsTeekay Corporation
 
Terna - 1Q 2024 Consolidated Results Presentation
Terna - 1Q 2024 Consolidated Results PresentationTerna - 1Q 2024 Consolidated Results Presentation
Terna - 1Q 2024 Consolidated Results PresentationTerna SpA
 
Osisko Development - Investor Presentation - May 2024
Osisko Development - Investor Presentation - May 2024Osisko Development - Investor Presentation - May 2024
Osisko Development - Investor Presentation - May 2024Philip Rabenok
 
Financial Results for the Fiscal Year Ended March 2024
Financial Results for the Fiscal Year Ended March 2024Financial Results for the Fiscal Year Ended March 2024
Financial Results for the Fiscal Year Ended March 2024KDDI
 
Osisko Gold Royalties Ltd - Corporate Presentation, May 2024
Osisko Gold Royalties Ltd - Corporate Presentation, May 2024Osisko Gold Royalties Ltd - Corporate Presentation, May 2024
Osisko Gold Royalties Ltd - Corporate Presentation, May 2024Osisko Gold Royalties Ltd
 

Kürzlich hochgeladen (20)

Osisko Gold Royalties Ltd - Q1 2024 Results
Osisko Gold Royalties Ltd - Q1 2024 ResultsOsisko Gold Royalties Ltd - Q1 2024 Results
Osisko Gold Royalties Ltd - Q1 2024 Results
 
Teekay Tankers Q1-24 Earnings Presentation
Teekay Tankers Q1-24 Earnings PresentationTeekay Tankers Q1-24 Earnings Presentation
Teekay Tankers Q1-24 Earnings Presentation
 
Western Copper and Gold - May 2024 Presentation
Western Copper and Gold - May 2024 PresentationWestern Copper and Gold - May 2024 Presentation
Western Copper and Gold - May 2024 Presentation
 
Diligence Checklist for Early Stage Startups
Diligence Checklist for Early Stage StartupsDiligence Checklist for Early Stage Startups
Diligence Checklist for Early Stage Startups
 
The Leonardo 1Q 2024 Results Presentation
The Leonardo 1Q 2024 Results PresentationThe Leonardo 1Q 2024 Results Presentation
The Leonardo 1Q 2024 Results Presentation
 
Teck Supplemental Information, May 2, 2024
Teck Supplemental Information, May 2, 2024Teck Supplemental Information, May 2, 2024
Teck Supplemental Information, May 2, 2024
 
countries with the highest gold reserves in 2024
countries with the highest gold reserves in 2024countries with the highest gold reserves in 2024
countries with the highest gold reserves in 2024
 
AMG Quarterly Investor Presentation May 2024
AMG Quarterly Investor Presentation May 2024AMG Quarterly Investor Presentation May 2024
AMG Quarterly Investor Presentation May 2024
 
Corporate Presentation Probe Canaccord Conference 2024.pdf
Corporate Presentation Probe Canaccord Conference 2024.pdfCorporate Presentation Probe Canaccord Conference 2024.pdf
Corporate Presentation Probe Canaccord Conference 2024.pdf
 
Nicola Mining Inc. Corporate Presentation May 2024
Nicola Mining Inc. Corporate Presentation May 2024Nicola Mining Inc. Corporate Presentation May 2024
Nicola Mining Inc. Corporate Presentation May 2024
 
Collective Mining | Corporate Presentation - May 2024
Collective Mining | Corporate Presentation - May 2024Collective Mining | Corporate Presentation - May 2024
Collective Mining | Corporate Presentation - May 2024
 
SME IPO Opportunity and Trends of May 2024
SME IPO Opportunity and Trends of May 2024SME IPO Opportunity and Trends of May 2024
SME IPO Opportunity and Trends of May 2024
 
Camil Institutional Presentation_Mai24.pdf
Camil Institutional Presentation_Mai24.pdfCamil Institutional Presentation_Mai24.pdf
Camil Institutional Presentation_Mai24.pdf
 
Camil Institutional Presentation_Mai24.pdf
Camil Institutional Presentation_Mai24.pdfCamil Institutional Presentation_Mai24.pdf
Camil Institutional Presentation_Mai24.pdf
 
Teekay Corporation Q1-24 Earnings Results
Teekay Corporation Q1-24 Earnings ResultsTeekay Corporation Q1-24 Earnings Results
Teekay Corporation Q1-24 Earnings Results
 
Terna - 1Q 2024 Consolidated Results Presentation
Terna - 1Q 2024 Consolidated Results PresentationTerna - 1Q 2024 Consolidated Results Presentation
Terna - 1Q 2024 Consolidated Results Presentation
 
ITAU EQUITY_STRATEGY_WARM_UP_20240505 DHG.pdf
ITAU EQUITY_STRATEGY_WARM_UP_20240505 DHG.pdfITAU EQUITY_STRATEGY_WARM_UP_20240505 DHG.pdf
ITAU EQUITY_STRATEGY_WARM_UP_20240505 DHG.pdf
 
Osisko Development - Investor Presentation - May 2024
Osisko Development - Investor Presentation - May 2024Osisko Development - Investor Presentation - May 2024
Osisko Development - Investor Presentation - May 2024
 
Financial Results for the Fiscal Year Ended March 2024
Financial Results for the Fiscal Year Ended March 2024Financial Results for the Fiscal Year Ended March 2024
Financial Results for the Fiscal Year Ended March 2024
 
Osisko Gold Royalties Ltd - Corporate Presentation, May 2024
Osisko Gold Royalties Ltd - Corporate Presentation, May 2024Osisko Gold Royalties Ltd - Corporate Presentation, May 2024
Osisko Gold Royalties Ltd - Corporate Presentation, May 2024
 

Maxim auto business update final

  • 1. Automotive Business Update Maxim Integrated December 5, 2017
  • 2. Safe Harbor 2 This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. These forward-looking statements include, without limitation, the Company’s projections and statements regarding revenue, gross margin, earnings per share, capital expenditures and other financial and business metrics. These statements involve risks and uncertainties that could cause actual results to differ materially from expectations. Please refer to the Company’s Annual Report on Form 10-K for the fiscal year ended June 24, 2017 for a description of some of the risk factors that could cause actual results to differ materially from such forward-looking statements. All forward-looking statements included in this presentation are made as of the date hereof and based on the information available to the Company as of the date hereof. The Company assumes no obligation to update any forward-looking statement.
  • 3. Over a Decade of Innovation in Automotive Semis 3 Maxim’s Automotive Growth Drivers1 Advanced Driver Assistance Systems3 Q&A Session4 Electrified Vehicles2
  • 4. The Next Waves of Automotive Growth 4 Electrification ADAS Serial Link Power Management Battery Management Systems (BMS)
  • 5. CY2012 CY2017F Electrified Vehicles and ADAS Adding to Infotainment Foundation 5 >30% CAGR $185M >$475M Infotainment Body Electronics ADAS Electrified Vehicles Maxim’s Automotive Applications Automotive USB Body Control Display Power ECU Power Management and Voltage Regulation Electrified Vehicle Battery Management Exterior and Interior Lighting Infotainment Power Management Low Noise Amplifiers Remote Keyless Entry RF Tuners and Receivers Video and Data Distribution Source: Maxim Integrated
  • 6. Electrified Car Production to Triple by 2022 6 Regulation Air Quality Cost of Ownership Inflection in EV Adoption ~4M Electrified Cars of 95M Total Car Production Source: Strategy Analytics. Electrified Cars includes Battery Electric/Plug in Hybrid/Hybrid Units 5% 11% 2017F 2022F ~12M Electrified Cars of 107M Total Car Production
  • 7. Diversified Portfolio of EV Design Wins 7 China Europe North America Japan Korea Design Wins at 28 Auto OEMs CHINA Phasing out combustion engines OEM scores on emissions starting 2019 FRANCE 2040 target of 100% EV Sales UNITED KINGDOM 2040 target of 100% EV sales INDIA 2030 target of 100% EV sales
  • 8. Differentiated BMS Architecture Enables Highest ASIL Standard 8 Maxim’s 4th Generation BMS ASIL D Certified Li-Ion Battery Module Li-ion Cells Li-ion Cells Li-ion Cells Battery Module Li-ion Cells Li-ion Cells Li-ion Cells Battery Module Li-ion Cells Li-ion Cells Li-ion Cells Battery Module BMS BMS BMS Proprietary Interface Isolation ... Master Controller Pack Switch Pack Switch+ - ...
  • 9. Maxim Has Solutions for Every EV Category 9 0 2 4 6 8 10 12 14 2016 2017 2018 2019 2020 2021 2022 Thousands Full Hybrid Battery Electric (Car) Plug in Hybrid Electrified Vehicle Production Per Year [Mu] >20% CAGR Source: Strategy Analytics, Maxim Integrated Battery Electric (Bus) Battery Pack Capacity Maxim’s BMS Content Opportunity Full Hybrid 1 – 2 kWh $10 – $20 Plug-in Hybrid 3 – 10 kWh $20 – $30 Battery Electric (Car) 40 – 100 kWh $30 – $50 Battery Electric (Bus) 150+ kWh $80 – $120
  • 10. Enabling ADAS With GMSL and Power Management 10 Automotive-Grade Quality and Safety Low Latency Video High Speed Data Future Scalability Small Size Efficient Clean, Reliable Power Gigabit Multimedia Serial Link Power Management
  • 11. ADAS ECUs to More Than Double by 2022 11 2017F 2022F 169M ADAS ECUs 354M ADAS ECUs Level 2 ADAS is key demand driver for Maxim’s High-Speed Serial Link and Power Management products Lane Departure Adaptive Lighting Collision Warning Parking E-Call/On Star Source: Strategy Analytics
  • 12. ADAS Sensor Count Increases With Each Level of Autonomy 12 Level 2 Level 3 Level 4/5 13+ 7+ 28+ Autonomous Driving Domain Controller Short- and Long-Range Radar Sensors Lidar, Exterior Camera and Interior Camera Sensors Source: IHS Number of ADAS sensors per car
  • 13. Cars Becoming “Data Centers on Wheels” 13 2017 2022F 4X Data Transmission Rates* ~80Gb/s ~20Gb/s Source: Maxim Integrated *Data Transmission Rates based on estimated Serial Link Data Rate multiplied by number of links in a premium car Data Link Type Premium Car in 2017 Premium Car in 2022 ADAS Links Surround view system ✓ ✓ Front facing camera system ✓ ✓ Mirror replacement system ✓ In-cabin monitoring system ✓ Driver monitoring system ✓ Adaptive front lamp system ✓ RADAR ✓ LiDAR ✓ Infotainment Links Central Information Display ✓ ✓ Instrument Cluster ✓ ✓ Head-Up Display ✓ ✓ Consumer Box to Head Unit ✓ ✓ Rear Seat Entertainment ✓ Passenger Information Display ✓ Sensor Display Camera
  • 14. CAN Bus Automotive Ethernet 1st Gen Serial Link 1st Gen Serial Link 2nd Gen Serial Link Future Gen Serial Link Uncompressed, Low Latency HD Video Requires Serial Link 14 0 100 200 300 2017 2018 2019 2020 2021 2022 Analog Serial Link: 3 to 6Gb/s Uncompressed Video Ethernet: 100Mb/s Compressed Video Source: Strategy Analytics, Maxim Integrated 1Mb/s 100Mb/s 1Gb/s Highest Speed and Future Scalability 3Gb/s 6Gb/s Serial Link (2nd Gen Video) >10Gb/s CAN Bus Auto Ethernet Serial Link (Future) Video Links [Mu] 100Mb/s1Mb/s Serial Link (Gigabit Ethernet) Serial Link (1st Gen Video)
  • 15. Maxim Serial Link Innovation Simplifies ADAS Systems 15 Simultaneous Video and Gigabit Ethernet Multi-Video Streaming SoC SER DES DES CID IC SoC SER DES DES CID IC Video VideoSER Reduces Infrastructure Cost SoC SER VideoVideo RGMII GbE PHY GbE DES GbE PHY Video RGMII SoC Simplifies Infrastructure SER DESVideo & GbE Over GMSL Video RGMII Video RGMII SoCSoC
  • 16. ADAS Analog SAM to Double by 2022 16 2017F 2022F $1.3B $2.8B Collision Warning Parking Lane Departure Warning E-Call/On Star Source: Strategy Analytics CONSOLE DISPLAY TOUCH/ BUTTONS INPUT PROTECTOR CAMERA INTEGRATOR LOAD SWITCH IMAGING AND CONTROL SoC DRAM TEMP SENSE SUPERVISOR OSCILLATOR ADAS CONTROL UNIT CAN CAN SEQUENCER PMIC MEMORY POWER LV STEP-DOWN DC-DC STEP-UP DC-DC LDO POWER RAILS BRAKES STEERING ALERTS V/I PROTECTION DISPLAY SERIALIZER HV STEP-DOWN DC-DC BATTERY CAMERA ECU (x4) COLLISION AVOIDANCE RADAR ECU (x2) PARKING ASSIST/BLINDSPOT ECU (x4) VIDEO IMAGE CAPTURE VIDEO SoC LDO STEP-DOWN DC-DC CAMERA SERIALIZER LDO STEP-DOWN DC-DC SUPERVISOR SoC CAN ADC RADAR FRONT END IC OSCILLATOR ULTRASONIC MODULE CAN LDO STEP-DOWN DC-DC … … Maxim Power Management IC Opportunity Other Maxim IC Opportunity
  • 17. Integration Delivers Power Performance for ADAS 17 MAX20006 ~4x Power Density ▪ 15W to 30W ▪ 50% smaller footprint Lowest Standby Power 3rd Generation PMIC 4th Generation PMIC
  • 18. Advanced Process Enables Next Generation Auto PMICs 18 450nm Design Rule 90nm Design Rule Smaller Footprint Lower Power Loss
  • 19. Safety and Quality with Volume Production Experience 19 Source: Maxim Integrated ~2 Billion High Volume Automotive IC Shipments from 2010 70% Improvement in Defect Rate 0 1000 2000 3000 4000 5000 6000 7000 0.0 0.5 1.0 1.5 2.0 2010 2011 2012 2013 2014 2015 2016 2017 2018F Axis Title Cumulative Automotive Units Shipped Since 2010 Defect Rate Trend Shipped Units [B] Parts Per Billion Defect Level Parts Per Million Defect Level Defect Rate [ppb]
  • 20. Maxim Content Opportunity in Premium Car 20 CY2017 CY2022F Infotainment & Body Electronics $50 – $70 $80 – $100 ADAS $15 – $30 $40 – $60 Maxim’s Content Opportunity in a Premium Car $65 – $100 $120 – $160 Source: Maxim Integrated Battery Pack Capacity Maxim’s BMS Content Opportunity Full Hybrid 1 – 2 kWh $10 – $20 Plug-in Hybrid 3 – 10 kWh $20 – $30 Battery Electric (Car) 40 – 100 kWh $30 – $50 Battery Electric (Bus) 150+ kWh $80 – $120 Maxim’s BMS Content in an EV Car $10 – $120 +
  • 21. Key Takeaways 21 EV Units to Triple, ADAS ECUs to Double in Next 5 Years1 Serial Link Enables High-Speed Data & Video for ADAS3 Integrated Power Management Drives Higher Performance, Safety and Reliability4 BMS Design Wins Position Maxim in EV Inflection2