SLIDE 1
1 Inphi Propri rietary ry
2 Inphi Propri rietary ry
eSilicon At-A-Glance
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Inphi Moves Big Data Faster Inphi + eSilicon Accelerates 2.5D - - PowerPoint PPT Presentation
Inphi Moves Big Data Faster Inphi + eSilicon Accelerates 2.5D - - PowerPoint PPT Presentation
Inphi Moves Big Data Faster Inphi + eSilicon Accelerates 2.5D Electro-Optics Leadership for Cloud & Telecom November 11, 2019 Inphi Propri rietary ry 1 eSilicon At-A-Glance Inphi Propri rietary ry 2
SLIDE 2
SLIDE 3
3 Inphi Propri rietary ry
Inphi Leads in Physical Layer Data Movement for Cloud and Telecom Customers
Anal alog
- g,
, DSP , Optics cs
Proce cessing ssing Storag torage Netw twork
- rking
ng
Swit itching, ching, Routi ting, ng, NIC CPU, U, GPU, U, AI
Physica ical l Laye yer
Stora torage, ge, Memor
- ry
SLIDE 4
4 Inphi Propri rietary ry
World Class Operations at Scale
Best Quality
Scale to Lead in 2.5D Electro-Optics for Cloud + Telecom Customers
PAM SerDes DSP TiA, Driver Silicon Photonics 2.5D Packaging Custom Silicon
SLIDE 5
5 Inphi Propri rietary ry
eSilicon Brings 2.5D Packaging Expertise to Inphi
Source: EETimes, M. Maxfield, April 2012
1D: System-in-Package (SiP) Device 2.5D: IC/SiP using a silicon interposer and through-silicon vias (TSVs) 2.5D eSilicon IC/SiP for 5G Telecom Customer
SLIDE 6
6 Inphi Propri rietary ry
Inphi + eSilicon Solve High Bandwidth Customer Issues
2. 2.5D 5D Elec ectr tro-Op Optics tics Soluti lution
- n
Custom Silicon DSP Packaging Optics
SiPho
Driver TiA
DSP Custom Silicon
SLIDE 7
7 Inphi Propri rietary ry
Inphi + eSilicon Addresses Growing Complexities of Physical Layer Physi sical cal Layer yer
Higher er Order der Modulation lation
More Data Faste ter r Speeds ds
Higher er Frequen equencies cies
Complet plete e Platform atform
TiA + Driv iver er + DSP + SiPho ho
Longer ger Reach ch
DSP + F FEC EC
More Cost Effectiv fective
DSP + O Optica ical l Platfor
- rm
Higher gher Densi sity ty
Silico con Photon
- nics,
ics, 2.5D 5D Packa ckagin ing
Lowe wer r Powe wer
DSP + S SiPho
- +
Advanced ced CMOS
SLIDE 8
8 Inphi Propri rietary ry
Deepens Relationships at Cloud and Telecom Infrastructure Customers Cloud
Long-Haul
Telecom
Inside DCs Between DCs Between DCs Metro Access MSDC: Massively Scaleable DCs: Cable Enterprise DCs
SLIDE 9
9 Inphi Propri rietary ry
Combined Scale Yields Financial Synergy
Revenue Growth Acceleration Scale to Invest for Customer/Partner Success
+
Operating Leverage
+
EPS Accretion and Acceleration
= +
$440M*
>$500M
~$100M
* 2020 consensus revenue estimate courtesy of NASDAQ
SLIDE 10
10 Inphi Propri rietary ry