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ON Semiconductor

ON Semiconductor. Headquarters: Phoenix, AZ Employees: ~22,000 globally Revenue: ~$2.8Bn (1) Market Capitalization: ~$4.1Bn (2) Ticker: ONNN Founded: Spun-off from Motorola 1999, IPO 2000. ON Semiconductor Today.

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ON Semiconductor

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  1. ON Semiconductor

  2. Headquarters: Phoenix, AZ Employees: ~22,000 globally Revenue: ~$2.8Bn(1) Market Capitalization: ~$4.1Bn(2) Ticker: ONNN Founded: Spun-off from Motorola 1999, IPO 2000 ON Semiconductor Today (1) 2013 revenue (2) According to NASDAQ - based on closing stock price on May 1, 2014 (3) Sector % based on 1Q14 results

  3. Diverse Segment and Regional Profile1Q014 Revenue = $706.5M

  4. Successful Acquisitions Expand Solutions in Target Markets

  5. Automotive Segment2013 Revenue = $751M (27% of Company Revenue) Leading Positions: Powertrain, Body, Infotainment, Power Supplies, In-Vehicle Networking • Rear / Exterior Lighting • Xenon/LED / Halogen Front lighting Sensors Engine Control Audio Systems Infotainment • Advanced Frontlighting Systems Cluster illumination & Interior Lighting Starter Alternator Transmission control Growth Drivers ONNN Solutions • Interior and exterior LED lighting • Engine and transmission control, sensor interface • Power supplies, motor drivers, standard products including IGBTs, SmartFETs and protection • LIN, CAN, FlexRay transceivers for IVN • Fuel economy and emissions: start-stop alternators, GDI, HEVs, dual clutch, 6+ speed transmissions • Safety and convenience: LED lighting, door modules, Park Assist, Sensors, Infotainment, ADAS • Drive by wire and motor control: EPS, pumps, fans

  6. Automotive Segment2013 Revenue = $751M (27%of Company Revenue) Leading Positions: Powertrain, Body, Infotainment, Power Supplies, In-Vehicle Networking • Rear / Exterior Lighting • Xenon/LED / Halogen Front lighting Sensors Engine Control Audio Systems Infotainment • Advanced Frontlighting Systems Cluster illumination & Interior Lighting Starter Alternator Transmission control Customer Alignment Key Company Growth Drivers Market Outlook • Automotive semiconductor growth forecast to be >9% year on year • Emerging markets represent >50% of global vehicle sales • Fuel economy, safety, convenience and infotainment drive growth • HEVs / EVs drive ~5X higher semiconductor content per vehicle in Powertrain electronics • Advanced LED Lighting ICs • Electric Power Steering, Electric Parking Brake, Park Assist ICs • Start-Stop ICs (uHybrid) • SMPS, Motor Driver ICs, IPMs • Angular, Pressure and Position Sensor Interface ICs • LIN, CAN, FlexRay Transceivers • MOSFETs, IGBTs, Protection

  7. Automotive ContentBOM Opportunity of up to $250 per Vehicle Power Supplies Fuel Economy & Emissions Reduction (Powertrain) • Lighting • LED Exterior • LED Interior • HID Front Lighting • Advanced Front (AFS) • Motor Control • Engine Control • Transmission • Ignition • Sensor Interface • Start – Stop • 48V/HEV/PHEV • EV Body & Interior Active Safety • Electronic Power Steering • Park Assist • Dynamic Braking • Suspension • Advanced Driver Assistance • Body Computers & Gateways • HVAC • Door • Motor Control • Smart-Junction Box • Instrument Clusters • Bus Protection • Infotainment • Active Antenna In-Vehicle Networking LIN/CAN, FlexRay & Ethernet

  8. Computing Segment2013 Revenue = $445M (16% of Company Revenue) Leading Positions: CPU and Graphics Power, MOSFETs, Protection, Power Supplies Channel Motherboard Desktop PC Notebook Entry Level Servers Graphics Card AIO Computer Ultrabook Customer Alignment Key Company Growth Drivers Market Outlook • Mature market slowed by macro economics and alternative consumer devices (tablets, etc) • Emerging markets driving category growth • Windows 8 and Ultrabooks expected to stimulate demand • Vcore DC-DC PWM ICs (#1) • HFVR for Ultrabooks • Low Cap ESD for High Speed Serial Interfaces (USB 3.0, HDMI) (#1) • DC-DC ICs for System / Memory Rails and POL in Servers • AC-DC ICs for Power Adapters in Computing (#1)

  9. Communications Segment2013 Revenue = $473M (18% of Company Revenue) Leading Positions: Optical Imaging, Power Management, RF Tuning, Protection, MOSFETs Customer Premise Equipment Tablet Smartphone Enterprise Routers Base Station Growth Drivers ONNN Solutions • Auto Focus and OIS for camera modules • ESD protection (#1), CMF, MOSFETs • Battery and power management, power supplies • Sensors (light and proximity), clock and timing ICs • Rapid growth in smartphones and tablets • High resolution cameras (10+ megapixel) • Rapid and wireless battery charging • RF antenna tuning for 4G LTE handsets

  10. Communications Segment2013 Revenue = $473M (18% of Company Revenue) Leading Positions: Optical Imaging, Power Supplies, Protection, MOSFETs Customer Premise Equipment Tablet Smartphone Enterprise Routers Base Station Customer Alignment Key Company Growth Drivers Market Outlook • Ubiquitous connectivity • “The Cloud” enables seamless content across disparate devices • Smartphones, Tablets and 4G Network deployment drive growth • Economic uncertainty dampens near-term carrier investments • Auto Focus and Optical Image Stabilization for cameras • Low Cap ESD Protection (#1) and Common Mode Filters • Battery Protection, Load and Switch MOSFETS • AC-DC and DC-DC Power ICs • Battery Charger ICs • Clock & Timing ICs

  11. Consumer Segment2013 Revenue = $529M (19% of Company Revenue) Leading Positions: Inverter IPM, Power Supplies, Protection, Optical Imaging Power Management Power Supplies and Inverters Protection Backlighting Touch Interface Battery Management LCD Display Power Supplies Motor Drive and Control Smart Grid Connectivity AMOLED Display Lens Control Growth Drivers ONNN Solutions • High-efficiency variable speed motor adoption • High-efficiency power supplies • Xbox One and Playstation 4 game consoles • Wearable electronics • Inverter IPMs for appliance motors and fans (#2) • Power management and power supplies • Touch control, motor drivers, sensors • ESD for high speed interfaces (USB 3.0, HDMI) (#1), MOSFETs, IGBTs

  12. Consumer Segment2013 Revenue = $529M (19% of Company Revenue) Leading Positions: Inverter IPM, Power Supplies, Protection, Optical Imaging Power Management Power Supplies and Inverters Protection Backlighting Touch Interface Battery Management LCD Display Power Supplies Motor Drive and Control Smart Grid Connectivity AMOLED Display Lens Control Customer Alignment Key Company Growth Drivers Market Outlook • TV market has matured and OEM consolidation continues • “Smart”, “Connected” devices are changing the way consumers access content • Global focus on improving energy efficiency in appliances and TVs • Expect Flat Panel TVs to migrate from LED to AMOLED displays • Inverter IPMs for Appliance Motors and Fans (#2) • LED Backlighting and AMOLED Display ICs • AC-DC Power Supply ICs • Low Cap ESD for High Speed Serial Interfaces (USB 3.0, HDMI) (#1) • Battery Charger ICs, MOSFETs

  13. Industrial / Medical / Mil-Aero Segment2013 Revenue = $557M (20% of Company Revenue) Leading Positions: Power Supplies, Sensors, Circuit Protection, Medical Devices, LED Lighting, Power Modules Ingestible Diagnostics Hearing Devices Pacemakers LED Lighting Growth Drivers ONNN Solutions • Power modules (IPMs, PIMs) and power management • Motor drivers and LED drivers • DSPs, MCUs, sensors and communications • Comprehensive standard products portfolio • High-efficiency power supplies and motors (VSDs) • LED bulb prices breaking the <$10 barrier • Smart buildings and the “Internet of Things” • Wearable medical devices

  14. Industrial / Medical / Mil-Aero Segment2013 Revenue = $557M (20% of Company Revenue) Leading Positions: Power Supplies, Sensors, Circuit Protection, Medical Devices, LED Lighting Ingestible Diagnostics Hearing Devices Pacemakers LED Lighting Customer Alignment Key Company Growth Drivers Market Outlook • Energy and environmental legislation drive “smart grid” and LED Lighting adoption • Semiconductor content rapidly increasing in building automation • Transition to Mobile Health drives growth in medical devices • IPMs for Industrial Motor Control and Power Supplies • Circuit Breaker ICs with Self-Test and Built-In Diagnostics • Sensor ICs (Image, Light, Occupancy, Smoke, etc) • Motor Driver and LED Driver ICs • ARM-based SOC and ingestible diagnostic ICs

  15. Smart Grid Segmentation Smart Meters Distributed Sources of Energy(Solar) Smart Home Applications Applications Applications Junction Boxes Solar Shingles Controller / Thermostat In Home Display Smart Meters Thin Film Panels Concentrating Solar Arrays Communications Modules for Smart Meters PV Panels Inverters Smart Appliances Charging Stations

  16. ON Semiconductor in the Czech Republic

  17. Historical background / 1

  18. Historical background / 2

  19. ON Semiconductor Czech Republic (Rožnov pod Radhoštěm) A high volume wafer fab and a raw silicon wafer and epitaxy production factory located in a 16 acre industrial park with over 200,000 square feet of building space. Fab: 6-inch Raw Silicon /EPI Size:5-inch, 6-inch, 8-inch Production:0.8 µm to 3 µm Bipolar IC’s, Metal Gate CMOS, MOSAIC, and various PowerFET and IGBT Technologies Employees: 1325 (Mar 2014)

  20. SCG Czech Design Center(Rožnov pod Radhoštěm) Focus End Markets: Computing, Consumer, Power Supply, LED Lighting, Portable Product Focus: Power Management, AC-DC Controllers & Regulators, Linear Voltage Regulators, Power Discretes Employees: 234 (Mar 2014)

  21. ON Design Czech (Brno) Focus End Markets: Automotive Product Focus: Mixed-signal customer specific and application specific integrated circuits (ASICs and ASSPs) Employees:116 (March 2014)

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