Microsemi Flashtec SSD Controller Momentum • Captive-use Hyperscale Companies, SSD Manufacturers, and All Flash Array Companies • Add- in Card, 2.5”, and Custom Form Factors • 5 of 6 NAND Manufacturers 25
Enterprise SSD Controller Market TAM 400 350 300 $, Millions 250 200 150 100 50 0 2015 2016 2017 2018 2019 Source: Microsemi estimates 26
Microsemi Extends Flashtec Product Line with NVMe Controllers Optimized for Mainstream, High-Capacity Enterprise and Data Center SSDs New Devices Were Showcased at Flash Memory Summit Aug. 9-11 in Santa Clara, California P R E S S R E L E A S E 27
Switchtec PSX/PFX PCIe Gen3 Switches Competitive Product Differentiation Industry’s Highest Density Switch • Up to 48 ports, 48 NTBs and 24 virtual switch partitions Lowest Power and Lower Bill of Materials Costs • 28nm low power devices • 60% lower power than competitive solutions * • Flexible x2/4/8/16 port bifurcation allows efficient use of lanes • Integrated peripheral I/O, CPU and management interfaces Resilient PCIe • Error containment to prevent system crashes and blue-screening • Hot-, surprise-plug support • SerDes – best in class signal integrity • Extensive diagnostics and debug Industry’s First Programmable PCIe Switch (PSX) • Enables PCIe switch programmability and customer product differentiation • Integrated enclosure management processor and SDK * 24 NVMe SSD configuration 28
“Before” Use Case: 40 SSD NVMe JBOF Host x16 External 48-lane BMC switch 96-lane 96-lane x16 x16 switch switch 20x2 SSDs 20x2 SSDs … 29
“After” Use Case: 40 SSD NVMe JBOF 60% Lower Power Host 75% x16 Fewer Devices And the Ability to Add Value Through Firmware … 30
Introducing Lightning: A Flexible NVMe JBOF Source: https://code.facebook.com/posts/989638804458007/introducing-lightning-a-flexible-nvme-jbof/ 31
“Nebula 2U” NVMe Expansion Storage System 32
33
The PCIe Gen3 Switch Opportunity Serviceable Available Market (SAM) 200 180 160 140 $, Millions 120 100 80 60 40 20 0 2014 2015 2016 2017 2018 2019 Storage use case is forecasted to represent 50% of Gen3 switch SAM by 2019. Source: Microsemi estimates 34
The Microsemi Storage Portfolio Expander Solutions Storage Systems Solutions Flash Server HBA Solutions Solutions Server RAID Solutions 35
Ethernet Switching Jacques Issa VP & Business Unit Manager, Communications 36
Ethernet Vision Bob Metcalfe 1973! 37
The Ethernet Evolution LAN to WAN to Storage, IIoT and Automotive Industrial-IoT AUTOMATION, PROCESS, Carrier, IP Edge Enterprise TRANSPORTATION, Mobile Ethernet Cloud Access, SMART CITIES, Ethernet Cloud Services Cloud Managed SURVEILANCE, SMART ENERGY Ethernet TAM Growth 2.2 2.0 1.8 TAM in $B 1.6 $1.3B 1.4 1.2 Storage 1.0 Ethernet Object 0.8 Automotive Storage CY16 CY17 CY18 CY19 Ethernet in the Car, Switch PHY Total Connected to the Cloud $1.3B TAM In 2016 growing to >$2B By 2019* *Sources: IHS, ARC, HRI, Bosch, Microsemi 38
Ethernet: The Next 10 Years! Enterprise Carrier Industrial & Automotive Storage Networks Data Center Network Focus LSO API Deterministic Service Intellisec V2 Intellisec V1 HQOS MEF2.0 Integration Networking Virtualisation NFV Open Compute NFaaS Network ViSAA NFV/SDN API ViSAA V2 Intelligence Support Siliconisation Platform Integration Capability Network Sync Sync-E Sub 10nS Sub 4nS Sub 1nS Sub 0.5nS VeriTime Industrial & Data Center & 12G 2.4TB 34G 88G 20TB 6.4TB Automotive Storage Capacity Enterprise & 48G 88G 160G 400G Carrier 1G-BT 2.5/5/10G-BT 1000-BT1 25G-BT 100-BT1 Twisted Pair 16G 25G 32G 56G 100G 12G Backplane Link Rate Optical 10G 25G 32G 100G 400G 800G 1TB < 2010 2010 2012 2016 2020 2022 2026 2014 2018 2024 39
The Microsemi Advantage A Complete Ethernet Networking Solution Ethernet PHY ICs Ethernet Switch ICs Highly advanced feature Engineered for integration at low reliability, power, compact interoperability, and footprint, and low cost scalability Ethernet IP Cores Ethernet Software Critical building blocks Feature-rich for your ASIC, FPGA, or software ASSP logic designs complementing Microsemi's Ethernet IC portfolio PoE PD ICs PoE PSE ICs Available with and without Capable of delivering integrated PWM up to 95 W over a controllers, IC portfolio to single Cat5 cable receive power PoE Midspans/PoE SyncE & IEEE 1588 PLLs Injectors/PoE Switches Flexible options for easy migration from SyncE to IEEE Complete systems to inject 1588 or combined SyncE and Power-over-Ethernet in an IEEE 1588 for both frequency intelligent way and phase alignment 40
Target Markets $1.3B TAM for low to moderate bandwidth applications with carrier-class features, reliability, and performance Carrier Competition (Data Center) 4G/LTE and 5G Backhaul Ethernet Business Services 100G Bandwidth Competition (Enterprise & Enterprise Carrier) Small and Medium Enterprise, Cloud-Managed Microsemi 10G Competition Industrial IoT Target Markets (SME) Factory Automation, Transportation, Smart Energy, Surveillance Feature Set 41 41
Microsemi: Leadership in Carrier Ethernet • Hardware-based performance, power and scalability • Complemented by carrier-grade Linux software stack • Industry’s only service -aware Switch, PHYs, CEServices™ and PLLs Software switching architecture targeted for CE Access network H-QoS, Service + OAM – Access aggregation 1588, PHYs, H-QoS, Security, OAM Intellisec, Veritime – Enterprise and industrial 42
Microsemi: Leadership in Industrial IoT (IIoT) • Optimized to enable Ethernet migration – Microsemi focus is synergistic with market needs: low bandwidth, reliability, and flexibility – Comprehensive portfolio includes N-port Industrial Ethernet Switch (Ocelot) ICs, systems, and software – Roadmap for Time Sensitive Networking (TSN) + Ethernet enables deterministic backbone for IIoT networks • Multi-layered IIoT security – Encryption – Secure boot – Software 43
Accelerating Customer Time-to-Market with Targeted Software Solution • Faster time-to-market and lower development costs • Access to industry-proven and certified solutions • Ability to differentiate through customization Carrier and IP Edge Small Medium Enterprise Enterprise, Cloud Access Industrial IoT • Carrier Ethernet switching for • Basic Layer 2 enterprise- • Advanced Layer 2 and 3 • Industrial Ethernet switching Tier 1/2/3 telecom providers managed switching enterprise-managed switching for automation, smart grid, and wireless backhaul for medium and large and intelligent transport • Incorporates full web applications enterprises systems management and standards • Full Carrier Ethernet feature compliance • Incorporates industry-standard • Supports advanced L2 and support for service deployment, CLI plus full support for remote Industrial Ethernet protocols management, and policy management (SDN for synchronisation and enforcement applications) resiliency Broad portfolio of software solutions 44
Microsemi Expands Further Into Enterprise • One of only two silicon suppliers that MACsec-secured links hop by hop can provide Ethernet switches, PHYs, PoE, and software for a complete enterprise solution • Microsemi PHYs securely authenticate Microsemi Intellisec extends MACsec to network security and authorize remote devices even over untrusted intermediate networks Untrusted Network • The industry’s only 1GE and 10GE PHY portfolio FIPS certified for 256-bit AES encryption 45
Enterprise Reference Design 46
Microsemi Ethernet Solutions Expanding Target Markets • Opportunities growth Ethernet Solutions SAM and – Record number of new Microsemi’s Estimated Revenue opportunities 3 quarters in a row 1,400 • Market dynamics 1,200 SAM in $M – Recognized as a key telecom and 1,000 networking supplier by various 800 strategic customers 600 • Strengthening customer 400 relationships 200 – Comprehensive portfolio of products 0 FY16 FY17 FY18 FY19 – Stable technology and roadmap Revenue SAM – Stable financials Revenue estimates are not to scale with respect to SAM 47
Timing Solutions Maamoun Seido Vice President & Business Unit Manager, Timing 48
Microsemi’s End -to-End Precise Time Solutions IEEE1588 Timing ICs Grandmaster Systems Field proven high performance time and Uses GPS to distribute “precise frequency synchronization solutions for packet time” using the IEEE 1588 protocol networks Clock Management Timing ICs Network Supervision & Management Clock synthesis, jitter attenuation and clock Timing problem notification, analysis buffers to ease deign and increase reliability and SLA compliance Chip Scale Atomic Clocks IEEE1588 Ethernet PHY High accuracy, low power and High-precision IEEE1588 Ethernet PHY with stability for portable applications MACSec Wireless Backhaul Data Centers Carrier Ethernet & Routing 49
Microsemi “Precision Timing” Dominant in Focus Markets Wireless Backhaul Carrier Ethernet and Routing $8.4B CY16 1 $14.5B CY15 3 32% CAGR 8.3% CAGR 10G/25G/40G/100G Macrocell Sites 2 Ports 4 Other Carrier Ethernet and Wireless Backhaul Other Routing Market Share 3 Market Share 1 1-2015-2020 IHS Macrocell Mobile Backhaul Equipment Market Tracker – Regional 2016 2- Q2 2016 - IHS Mobile Infrastructure Analysis 3- Q1 2016 – IHS Service Provider Routing & Switching 50 4- H1 2016 - Networking Ports: 1G, 2.5G, 10G, 25G, 40G, 100G
Industry Creating New Opportunities in Focus Markets • 4G LTE-A Deployments – Verizon’s 4G LTE -A provides 50% faster speeds in 461 U.S. cities – 4G LTE-A uses a number of new technologies to achieve these speeds • Carrier aggregation, MIMO and Tx diversity – Underpinning these new technologies is the need for more precision time at the basestation • 3GPP defines BS transmitter alignments from 260ns down to 65ns • Location Based Services in Wireless – Observed Time Difference Of Arrival (OTDOA) - positioning introduced in LTE radio [rel9 E-UTRA] • Requiring 100 ns time alignment to provide 30-40 meter location accuracy [ITU G.8271] • 100G Deployments & 400G Designs – Higher speed interfaces demand better clock accuracy (lower jitter) 51
Increasing Demands on Cable Industry Driving Precision Timing Opportunities • Cable industry under pressure to increase data speeds for customers to keep up with competing technologies – Converged Cable Access Platform (CCAP) is the new architecture • Shortens coax plant which is used as the final access technology • Moves fiber access point closer to the customer (R-PHY) – New cable DOCSIS 3.1 uses IEEE1588 to distribute synchronization to the remote PHY IEEE 1588 Coax Integrated Remote Cable Packet Network PHY Modem CCAP Packet Network (Fiber) 52
Precision Timing Opportunity in the Cable Market Microsemi Focusing on the Fastest Growing Segments • Our leadership in IEEE1588 combined Converged Cable Access Platform with the industry’s evolution created a $2.1B CY16 1 significant opportunity within the cable broadband market • Microsemi precision timing is positioned in key CCAP equipment vendors and ASIC partners’ reference designs DOCSIS 3.1 Channels 25.5% CAGR 1 CCAP Revenues Cable Vendors 11.7% CAGR 1 Market Share 1 1 IHS-2Q16 Cable Broadband HW market Forecast (CAGR2015-20) 53
Expanding Timing Opportunity Into Data Center Market Servers and Storage Area Network • Microsemi leadership in data center market Market creates opportunities for timing $63B CY16 1 • A complete proven solution simplifies the design while adding customer value • System expertise enables product innovation while resolving key customer challenges 11% CAGR 1 Server and Storage Area Networks Data Center Infrastructure Market Share 2 1 Databeans Q4-2015 Timing Devices Market Tracker 2 Synergy Group Data Center Infrastructure Market Report 54
Data Center Timing: Barriers to Entry Eliminated • New data center reference design utilizes an end-to-end Microsemi timing solution – Quick market entry while providing compelling timing solution in a reference design – Increased customer confidence with a turn key, proven solution, built and tested • Easier access to market makers by pulling timing into data center market Initial Reference Design Revised Reference Design x2 PCIe x2 PCIe SSD SSD x8 x8 x2 PCIe x2 PCIe SSD SSD x2 PCIe x2 PCIe SSD SSD x8 x8 x2 PCIe x2 PCIe Host Host SSD SSD PCI PCI x2 PCIe x2 PCIe Bridge Bridge SSD SSD x8 x8 x2 PCIe x2 PCIe SSD SSD x2 PCIe x2 PCIe SSD SSD x8 x8 x2 PCIe x2 PCIe SSD SSD 55
World Leader in Timing Systems IEEE1588 deployed in 300+ networks worldwide Broad portfolio with unified and centralized management Meets scale and performance needs of 5G densification requirements 56
Well-Established Network Sync and IEEE-1588 ICs Complete portfolio of leading-edge solutions for network synchronization Solutions deployed extensively for over 25 years Driving network synchronization standards to meet the demands of target applications 57
Broad Portfolio of Clock Management Solutions Clock synthesis, jitter attenuation and clock • devices distribution supporting full clock tree solution Ultra – low jitter and cost optimized synthesizers and clock buffers Application specific with custom configuration 58
Microsemi Timing Growth Opportunity • New industry trends and MSCC Timing IC Revenue Growth ($M) evolution of broadband cable 1000 deployment create significant 120 900 opportunities 800 100 Communications Timing Devices ($M) • Market leadership in storage and 700 PCIe switching brings timing 80 MSCC Timing IC Revenue 600 solutions to a large existing 500 customer base in data center 60 market 400 40 300 • Microsemi’s incumbent position, 200 with a large installed base of field 20 100 proven solutions and reference designs providing customer 0 0 FY16 FY17 FY18 FY19 FY20 value, is a competitive advantage MSCC Timing Revenue (not to scale) Comms Semiconductor Timing Market * TAM source: Databeans- Q4-2015 Timing Devices Market Tracker 59
Optical Networking – OTN Babak Samimi Vice President & Business Unit Manager, OTN 60
Optical Networking Market: Focusing on the Fastest Growing Segments IP Routing Optical Networking $12.2B $15.5B OTN Switching 13% CAGR 100G Ports WDM 107% 7% CAGR CAGR IHS-2015-2020 CAGR 61
BIG DATA BIG BIG CHALLENGES OPPORTUNITIES 62
Big Data Tsunami Driving Optical Build Out 500M users 1 Big Data >10B hours watched per month, over 83M subscribers in 2016 2 Virtua ualizat lization ion 100G 1.71B active users per month Of Optical ical with 1.57B mobile users 3 Bandwidth dth 300M OTN TN Switching& ing& Aggregati tion on users 4 >900B unique visits per month and over 4.95B Leading ng Worldwid wide videos viewed per day 5 Optical al Networking ng Build Out 1. http://www.statista.com/statistics/253577/number-of-monthly-active-instagram-users/ 2. http://expandedramblings.com/index.php/netflix_statistics-facts/ 3. https://zephoria.com/top-15-valuable-facebook-statistics/ 4. http://expandedramblings.com/index.php/how-many-people-use-chat-apps/2/ 5. http://www.statisticbrain.com/youtube-statistics/ 63
OTN – Network Architecture of Choice Carrier Networks Hyperscale DCI Residential Datacenter Datacenter 100G OTN 4/5G Mobile Enterprise 100G + OTN Switching + Security = Connectivity & Transport of Big Data Packet Transport 10GE, 100GE, 400GE, FlexE, etc 1. 100Gb/slot today 1Tb tomorrow 2. Scalability Virtualization of optical bandwidth + makes 100G cost effective 3. OTN Switching Encryption for Cloud Connectivity 4. Security Timing Transparency per Service 5. Timing 64
Solving Complex Design & Deployment Challenges • OTN Processors – Terabit scalable OTN switching – 50% power reduction per 100G • Optical Laser Drivers – Complex coherent modulations schemes – Low power to enable optics port density • Carrier-Grade OTN Switching SDK • Cloud-Connect Security – – Field harden software stack Encryption at wire speed • High Precision Timing – SDN controlled key management – Clocking design and distribution – Any-service, any-rate, any-port 65
Industry Leader in OTN Processors Access Innovator and Pioneer in OTN Switching • Created ecosystem for OTN switching on packet fabric • Enabling multi-terabit switching per node Portfolio of OTN Solutions to Address Metro • Metro edge to metro core/long haul • Data center interconnect • Mobile front haul DIGI-G4 • CE Switching Industry’s 1 st single-chip 400G OTN processor Routing/ • Delivering 50% less power per 100G port 66
High Performance Optical Laser Drivers Coherent Mach-Zehnder Laser Drivers for • Long-haul fiber reach • Metro/regional fiber reach Microsemi Technology Differentiation • Low SNR = longer reach + low BER • Great linearity = complex coherent modulation • Low power = Small form factor 100G optics modules 67
Programmable Clocking Platform for OTN “Single - Chip” clock component for the whole card • Multiport: Clock source to multiple components • Per port programmability: any-port, any-rate • Wide output frequency range with ultra-low jitter Field Proven Performance in Carrier Networks Microsemi 400G OTN Reference Design • DIGI-G4 + timing solutions 68
Microsemi’s 400G OTN Architecture Optics CPU 400G Optics Coherent DSP Optics Optics Powered by Field-proven OTN Switching SDK 69
Premier Supplier in OTN Networking Optical Equipment OEMs 8 out of 9 using Microsemi’s OTN processors Telecom Service Providers Top 5 Worldwide deploying 100G OTN using DIGI family Cloud Service Providers Top 3 Hyperscale DC deploying DIGI for 100G DCI connectivity 70
Microsemi Growth Opportunity in OTN Networking Multiyear Optical Buildout Underway • China leading with 100G deployments • NAm. & EMEA ramp metro 100G in 2017 Market Momentum Playing Into Our Strengths • 100G adoption above expectations • OTN switching is the model of choice worldwide MSCC is Category Leader in OTN • #1 in OTN switching with DIGI processors • Carrier-grade OTN software SDK • Content win in top OEMs supplying carrier and hyperscale markets 71
Break 10:30-10:40 a.m.
Aerospace Siobhan Dolan Vice President & General Manager, Discretes 73
Commercial Aviation Market Outlook 2016-2035 Airbus Boeing New Aircraft Deliveries 33,070 39,600 Market Value $5.2 trillion $5.9 trillion Annual Traffic Growth 4.5% 4.8% • Market remains resilient, long-term growth continues • Single-aisle remains fastest growing segment • Fuel efficiency still driving profitability 74
Headwinds or Tailwinds for Market Demand Single-aisle production increasing by 43% Oil prices to increase to $100 per barrel by 2023 Sources: FAA Aerospace Forecast Fiscal years 2016-2036 Leeham News & Comment Annual Production Forecast (Dec 2015) IHS Global Insights 75
Airbus A320neo Launch Improvements for the A320neo family result in a per-seat fuel burn savings of 20% compared to current engine option jetliners by 2020, along with additional range, reduced engine noise and lower emissions. 76
Boeing 737 MAX Launch “The new 737 MAX will deliver 20% lower fuel use than the first next generation 737s and the lowest operating costs.” -Boeing 77
Technology Drivers for More Electric Aircraft Environmental Weight Impact MAXIMU IMUM EFFIC ICIENC IENCY Reliability, Operational Supply Chain in Safety, Cost Efficiencies Manage geme ment nt 78
More Electric Aircraft Challenges “MEA faces … challenges that are opportunities for Aircraft electrical power system architecture optimization … WBG Power electronics advancement…” - Dr. Hao Huang, Chief Technologist, GE Aviation – Electrical Power “Solving the size, weight and power equation is the key challenge of this business — and that's what drives us forward every day…” - Pascal Thalin, Technical Director, Thales Aerospace “Power electronics is the enabling technology for the more electric aircraft. However MEA advantages are marginal with current technology and advancements in the areas of reliability, power density, wide band gap semiconductor materials and thermal management are essential to achieve its full potential.” - Prof. Pat Wheeler, Head of Electrical and Electronics Dept., University of Nottingham 79
Challenges Facing More Electric Power Conversion • Economic – Cost effectiveness – Design to cost – Standardization • Reliability – Heritage – Maturity • Technology – Optimized for weight – State-of-the-art technology 80
Electrical Power Conversion System Evolution and PDE SAM Expansion SAM $138K per Aircraft SAM $1.3M per Aircraft SAM $25K per Aircraft Conventional Plane MEA “Story So Far” MEA “Next Steps” • Power Generation • Power er Ge Gene neration tion • Power er Ge Gene neration tion • Higher density, full electric • Fixed Frequency, 400 Hz • Variable Frequency 300-800Hz • Power Distribution • Power er Dis istribution tribution • Power er Dis istribution tribution • Intelligent management systems • 115V AC • 115V AC & 230V AC • Increased density • 28V DC • +/- 270V DC • Actua ctuati tion on • Actuation • 28V DC • Actu ctuation tion • Full Electric • Hydraulic Systems • APU • APU PU • Hydraulic Systems • Electric Back-up • Increased density • Classic Bleed system • APU PU • Bleedless System • Bi-Directional system From 1990’s From 2020 E From mid 2000’s Production Ramp 81
Electrical Power Conversion: Power Drive Electronics TAM Growth by 2020 PDE TAM $1.2B 5 Year PDE CAGR 2016 – 2020 by Aircraft Type Conventional 11% 737 Max PDE TAM 27% A320 Neo PDE SAM >63% A380, MEA “Single A350 Aisle “ Aircraft production; increasing B787 by >6% per annum MEA "Story so Far" 28% MEA "Next Steps" 61% Source; Leeham News & Comment Annual Production Forecast (Dec 2015) 82
Electrical Power Conversion Systems on MEA Drives Microsemi SAM Growth 2016-2020 100% 90% PDE SAM Value $125K per A/C PDE SAM Value $1.5m per A/C 80% 70% 60% Incremental Value; $24K per aircraft 50% 40% PDE SAM Value $24K per A/C 30% 20% Incremental Value; $138K per aircraft 10% $1.3M per aircraft 0% 2016 2017 2018 2019 2020 MEA "Next steps" Total MEA "Story so Far" Total Conventional Aircraft Total SAM value growing to $1.3M per MEA aircraft by 2020 83
Microsemi Heritage in More Electric Aircraft Building on 30 + Years Heritage on Aviation Flight-Critical Avionics Systems Boeing 787 Dreamliner Airbus A380 • APA, A3P, AX FPGAs • More than 1,000 FPGAs on each A380 • More than 6,000 power modules shipped • 5 million + field hours operation 30KVA • Multiple high power PLAD TVSs power module protecting avionics systems • Multiple TVSs protecting avionics systems Airbus A350 XWB • APA, A3P FPGAs • More than 78 ruggedized power modules on primary and secondary electric actuation systems • Multiple high power PLAD TVSs protecting avionics systems 84
Microsemi Value Proposition & Growth Drivers Complete Power & RF Solutions Provider Optimizing Power, Performance, Reliability & Cost Innovative Packaging & System Level Engineering Integration Innovative Leading Semiconductor Technology Experts Discrete Packaging Reliability & Quality Expertise Modules MMICs Innovating with Extensive Silicon Strong Fabrication & Wideband Gap Technology & Manufacturing Capability Model SiC & GaN Intelligent Power Design & Test Conversion Services 85
Aviation Centre of Excellence • Vertical Integration – Microsemi moving up the supply chain to Tier 2 – Building a full system engineering capability – Verification and validation of mission models • Standard Modular Systems – Leveraging broad portfolio of power, digital, analog mixed signal technologies – Highest levels of integration, flexible, scalable solutions – Lowest cost of ownership for customers • Extensive Reliability Programs – State of the art design and integration facility – Extensive product testing and accelerated product innovation, DO254 hardware certification – Extensive life test verification 86
Intelligent Power Electrical Control System Developing a Portfolio of “Standard” Intelligent Power Solutions (IPS) Addressing Multiple Electrical Power Conversion Applications and Markets 87
Technology Leadership Driving Content Product Family Target Application/ Key Differentiation Sub-System • • SiC: Power conversion Best in class RDS(ON) vs. temperature • • Schottky diodes and SiC FETs Inverter Longest short circuit withstand rating • • Actuator PDE Lowest gate resistance • Superior stability • • Power Modules: Power conversion Lowest size and weight, high integration • • High performance Silicon & Inverter Higher reliability • • SiC FETs, IGBTs, Rectifier Actuator PDE Higher efficiency • modules Superior thermal performance • Hybrid Power Drive (HPD) Temperature range of -60°C to +250°C • • Intelligent Power Systems: Power conversion Higher level of integration, lowest weight • Power Core Module (PCM) Inverter and size • • Actuator PDE Higher level of reliability • Standard solution designed to cost • Power efficiency • Superior thermal performance • • FPGAs & SoCs Motor control High level of integration • • Health monitoring Accommodates complex algorithms • • Data acquisition Highest reliability, SEU immune • • Sensing Extended temperature support • Communication 88
Microsemi is a Premier Electronics Supplier in Commercial Aerospace 350 • Extensive Aviation Heritage 300 250 • Comprehensive High- Reliability Portfolio 200 150 • Continuous Innovation 100 50 • Solutions Capability 0 FY16e FY17e FY18e FY19e FY20e Microsemi estimated revenue Commercial Aircraft Electronic Content SAM *Microsemi revenue and SAM not to scale 89
FPGAs Esam Elashmawi VP & General Manager, IC Solutions 90
Microsemi Growing FPGA SAM >$3B 5 • FPGA SAM Growth Through Differentiation – Lowest Power 4 Dollars in Billions ($B) – Security Integration – Reliability/SEU – Single-chip Flash 3 • Expanding Density and Next-Gen Performance Footprint 2 IGLOO – Further Reach Into SmartFusion Mainstream FPGA Designs IGLOO2 1 • Entering New Markets SmartFusion2 – Strong Expansion into Communications Market 0 – Entry into Space Payload FY12 FY13 FY14 FY15 FY16E FY17E FY18E Applications FPGA TAM MSCC FPGA SAM 91
Differentiated Mainstream FPGAs Low Power • 1/10 th static power • Reduce total power by ~30 – 50% Security and Reliability • SEU immune FPGA configuration • Highly secure (suitable for anti-cloning and authentication applications) • Extended temperature support (125 ° C Junction) Lowest Total Cost of Ownership • System integration: 150K logic elements, transceivers, DSP, and ARM • More resources on smaller devices • Smallest form factors System Solutions • Communications: Secure boot, Ethernet, JESD204B • Industrial: Motor control, industrial networking, IP surveillance • Aero and Defense: MIL-STD1553, information assurance, secure boot 92
SmartFusion2: Consumes 34-53% Less Power SRAM Competitor 1 113% more power Power (mW) SRAM Competitor 2 52% more power SmartFusion2 consumes less power Note: Flash*Freeze mode will yield larger differences Measured at T j = 100 C, worst case conditions 93
Wireless Connectivity: Are You Secure? 12.5 Billion 56 Billion Connected Devices Advanced Driver 2010 2020 Assist Systems (ADAS) Connected Devices/Person 1.84 6.58 Financial Investments You must be secure from : – Trojan Horses Stuxnet Worm • Safety Risk Vehicle-to-Vehicle – Tampering/Phishing Communications Personal Medical • Stolen Passwords/Keys – Hacking Connected Home & Office Blackhat 2011 • Insulin Pumps • Point-of-Sale Terminals Industry 4.0 – Industrial Espionage • IP Theft/Code-Lifting • Cloning Energetic Bear – Persistent Access Communications • Routers and Hubs • Automobiles Target Breach 94
Communications Scalable Platform Win 1 Microsemi unique value: Customer issue: How to anti cloning and anti tamper prevent cloning and FPGA counterfeiting? North America Infrastructure Vendor Enables integration of FPGA applications with security Standardized security solution across all products $$$ $$$ $$$ $$$ 95
The Most Reliable FPGAs in the Industry • Flash FPGA Fabric – SEU immune; zero FIT rate • SRAM FPGA Fabric – An upset will occur; matter of time – Requires scrubbing and correction – Downtime for scrubbing = $$ lost Reliability for safety-critical or mission-critical systems 96
Communications Scalable Platform Win 2 Microsemi unique value: Customer issue: reliability SEU immune FPGA and system down time due to SEU $ Japan Infrastructure Vendor Enables integration of FPGA Standardized reliability applications with reliability solutions solution across all products $$$ $$$ $$$ $$$ 97
High Win Rate at New Customer Base SmartFusion2/IGLOO2 FY12-FY16Q3 ($) Opportunities Design Ins Design Wins Grand Total $ 488,775,728 $ 141,566,480 $ 84,167,832 49% of opportunities are with new customers • 4,611 total opportunities • 2,237 with new customers 44% of customer designs choose Microsemi Design In/Win Values by Market • 1,583 design in/design wins $5,466,326 $9,180 $12,021,832 • 2,001 design losses Commercial Aviation Communications Defense $83,706,158 $62,003,501 29% of design win values in Industrial Space/Satellite $62,527,315 communications Data Center 98
Many Reasons Why Customers Engage, Many Reasons Why We Win Geography Market Segment Primary Reason for Secondary Reasons for Win Engagement Americas Communications (router) SEU More PCIe; more I/O Americas Communications (secure router) Security Small parts with mainstream features; small footprint Japan Communications (metro data) SEU I/O FPGA with PCIe; always on China Communications (SFP) SEU Low power, small footprint China Communications (access) NV FPGA with Integrated M3 processor mainstream features Americas Automotive (ECM) Reliability SEU China Automotive (cloud-based control) Security Small parts with mainstream features Americas Defense (secure communications) Low power Small footprint, multi PCIe end points (090) Europe Defense (secure communications) Low power Security China Industrial Security Small parts with MCU and PCIe Americas Industrial (POS) PCIe @ 10K LE Lower cost than ASIC Americas Industrial (networking) NV FPGA with PCIe SEU Americas Consumer (mobile platform) Security Security China Consumer (gaming) Small chip with Security, small parts with MCU and XCVR, transceiver VQ package 99
Radiation Tolerant FPGAs: Extending our SAM to High-Speed Processing Applications Logic Adding $100M SAM Density (KLE) Much Larger High-speed processing for payload applications $100M SAM (sampling CQ2’15) 20 KLE RTAX-S/DSP Command and control Medium speed processing >110 LCP customer/partners >80 customers with software 9 KLE RTProASIC3 Shipping dev kits NOW 2 KLE RTSX-SU Frequency of Operation 100
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