InvenSenseand the IoT

Sam MassihMarch 2017

Company Overview

Note: Company fiscal year ends Sunday closest to March 31. 3

Founded2003

HeadquartersSan Jose, CA

Employees650

Cash Position$270 M (June’16)

$3 $8$29

$80 $97

$153

$209$253

$372

$418

FY2007 FY2008 FY2009 FY2010 FY2011 FY 2012 FY2013 FY2014 FY2015 FY2016

($ in

Mill

ions

)History of Success

• FY’2016 Revenue: $418M• Y/Y Growth 12%, with IoT Growth >100%• Announced ~20 New products and Solutions

IPO11-Nov-2011NYSE: INVN

3 InvenSense Inc. Company Confidential

San Jose, CA

Calgary, Canada

Boston, MA Grenoble, France

Milan, ItalyBratislava, Slovakia

Shenzhen, China

Yokohama, Japan

Shanghai, China

Seoul, Korea

Hsinchu, Taiwan

Locations & Offices

4

Global HC: 659R&D: 325

Manufacturing: 176S&M: 99G&A: 59

InvenSense Inc. Company Confidential

Motion Combo Leadership

5

>60%Worldwide Consumer 6-axis/gyro

Market Leader >2 Billion Units Shipped

Mobile Wearable Gaming IoTImaging

>50%Mid/High Tier Smartphones

>80% Optical Image Stabilization

(OIS)

>90% Drones & VR/AR

InvenSense Inc. Company Confidential

Beyond Mobile…Motion + Mics

6 InvenSense Inc. Company Confidential

Gaming Controllers

Auto Infotainment Systems Conferencing Systems Drones

Robots & Artificial Intelligence

Hearables / Earables

Home Automation

Virtual Reality SystemsVideo Surveillance

Wearables

Customers

Mobile54%

IoT/Consumer32%

Imaging14%

7 InvenSense Inc. Company Confidential

8 InvenSense Inc. Company Confidential

INVN Inside Wearables

8

ZiktoMPU-6555

BragiMPU-9250 MPU-6500

OctonionMPU-9250

LG Urbane 2 WatchMPU-6515

ZeppITG-3701

Fitbit SurgeMPU-9250

FireFly SoC + Audio Mics + 6/9-Axis

Qiwo Smart WatchICM-30630

Intel/FossilICS-43432

SonyMPU-6500

SK TelecomMPU-6555

Babolat MPU-6000

BBK Children WatchICM-30632

Wearable Sensor System Solutions

The Anatomy of Wearable Solutions

Wrist (Smart Watch/Fitness Band)• ICM-30631/32 –SoC with Wrist SW Stack• ICM-20648 – 6-axis with Wrist Features (B2S, Steps,

Activity)• ICC-51200 – PDM Mic + Baro in Single Package• HRM Algo – Motion Correction for PPG• Coursa Sports – Extend GPS Watches Battery Life

Ear (Smart Earable) • ICM-30630 SoC in MP (Steps/HRM)• Earable SoC in Definition (Steps, Activity, HRM,

Distance, Gestures)

Head (HMD/VR/AR)• 6-axis raw data sensor ICM-20602• ICM20603 IKHz Fusion Library with In-Run Calibration

Wrist Worn Health/Fitness Feature Set

Activity/Context Steps, Activity, Sleep

Vital Signs MonitoringPPG Motion Artifact Correction

HRV

OEM Health/Fitness

Cloud

Barometer SupportFloors Climbed

Sensor Assisted GNSSRunning: Speed/Distance/Route

Activity/Context Solutions

Wearable FireFly™- ICM-30631

6-axis Raw Data SensorICM-20602 or ICM-20690

Act

ivity

Stat

istic

sR

aw D

ata

Sens

orSe

nsor

Su

ppor

tG

estu

res

6/9-axis “Smart” SensorICM-20648

Act

ivity

-C

lass

ifier

B

2S

FireFly™SoC: ICM-30630 • Hierarchical Tri-Core Processing

ARM M0: Open Platform DMP4: FFT DMP3: Android L offload

• Low Power Processing (M0+DMP < M4)

• Complete Wearable SW Features See Next Slide – 30631/32

ICM-30630

PPGPAH8001

SPI

DMP3Accel

FLASH / SRAM64K / 64K

DMP4

CortexM0

Gyro

Test Condition Current (uA)

Standby (No functionality) 32

SMD only1

210

Pedometer only1

230

Activity only1

220

HRM (PPG Sensor not included) 500

MSP430

“Master” – Required to boot up 30630

“Off-Load” –Processes Wearable Sensor Features at Low Power

Host Side Driver

I2C

BaroBMP280

I2C

High-End Wearable Offering: Complete Wrist Worn Wearable SW Stack

Smart Watch/Fitness TrackerCategory SW Feature/Support

Hardware Sensor

AccelerometerGyroPressure (BMP280)PPG (PAH8001/8002, ADPD174, PPS960)

Health/FitnessFeatures

Activity: Walk, Run, Bike, Still, TransportWalk/Run Step CounterWalk/Run Time AccrualStand/Sit Time AccrualHRM Motion Artifact CorrectionHeart Rate Variation (HRV)All Day Heart Rate TrackingSleep Analysis (manual entry)

Calorie CounterDistance (Based on Stride Length)

Floors Climbed (Floors climbed and decended)

Gestures Bring-To-See, Shake, Double-TapAndroidSensors

Android FusionGravity, Linear Accel,Orientation (GRV)

PPG

GPS

MCU or AP(Display Driver/Graphics,

etc)

ICM-3063x

Display

Touch

BLE

Barometer

• Sensor Framework• Steps, Activity, Stairs• HRM, HRV, Sleep• Sensor Fusion

ICM-3063x SW Features

Sensor-AssistedFitness Tracking

Coursa SportsSensor-assisted fitness tracking

16

Speed

Distance

Route

25% GNSS Duty-Cycle

Improved Accuracy Increased Availability

GPS is a Wearable Battery Killer

• Sensors + GNSS Integration– Low Power Mode: 50% Lower Power than GPS– OpenSKy: Similar speed/distance Accuracy– MultiPath: Improved speed/Dist Accuracy– 100% Coverage in Denied Environments– Improved Workout Credit

• Available Wrist Worn Wearable and Mobile

Fitbit Surge: - 7 day Battery life- 5hr GPS Battery life

TomTom GPS Watch: - 17 day Battery life- 10hr GPS Battery life

Problem: GPS Usage Kills Battery Life

Fitness Apps- 4-6hr Battery Life w/ GPS

Solution: Coursa SportsUse Less GPS and Keep Accuracy of Speed/Dist/Route

GNSS Duty Cycling Concept

18

Position Performance• Seamless position solution• Distance & Route are same

performance as GNSS on all the time

Power Savings• Using 25% of GNSS through duty cycling• GNSS on for 15 sec then off for 45 sec

Coursa Sports on Track

19

Today’s Solutions: Create a gap in position & velocity info that is filled by drawing a straight line between points for position and assuming constant velocity

Coursa Sports (Low Power Mode)GNSS used in duty cycle

ICC-51200 (Baro + Mic)

#1 Key Advantage of ICC-51200

21

Baro HoleMic Hole

ICC-51200Hole

Total Cost of a single “Air Access”Step Cost Note

ID Hole $0.02 Drilling

Flex PCB $0.10 Mounted near Hole

Sealing Hole

$0.70-$1.00

System Sealing forWater/Dust with O-Ring and mesh

Total $0.82 - $1.12

ES – May ‘17MP – Sept ‘17

Use Case: 1. Mic – “Hi Siri”2. Baro – Elevation Tracking for

Health App

Other Advantages of ICC-51200

22

#2 Space Savings

BMP2802mm x 2.5mm

ICS-41353.5mm x 2.65mm

5.2mm x 2.7mm

14.3 mm 14.04 mm

#3 Baro Specs • Lower current consumption supports AlwaysOn applications• 10x better Relative Accuracy than standalone competitors barometers• Lowest noise and best resolution in market • See next slide for Competitive Analysis

ICP-101xx Specs Comparison

Item InvenSenseICC-51200

Bosch BMP280

FormosaFMB320

GoerTekSPL06-001

ST LPS22HB

Relative Accuracy(hPa)

±10Over 300hPa,

700-1000, 25ºC

±1Any 10 hPa change

±12Over 200hPa,

700-900 hPa, 25-40°C

±12Over 250hPa,

700-950 hPa, 25-40°C

±6 PaOver 100hPa,

950-1050 hPa, 0-65°C

±10 PaNote: Below sea

level!800-1100, 25 °C

Absolute Accuracy(0-65ºC, Pa)

±1300-1100

±1300-1100

±1300-1100

±1300-1200

±1(w/o OPC); ±0.1 (w/ OPC)

Noise (Pa)3 (LP)

0.85 (LN)

3.3 (LP)

1.3 (LN)

1.97 (LP)

0.98 (LN)

5 (LP)

0.6 (sea level)0.75 (LN)

Temp Coefic.Offset (Pa/°C)

0.2(25 to 45°C @1000)

1.5(25 to 40°C @900)

1.5(25 to 40°C @900)

0.5(25 to 45°C @1000)

N/A

Current (@ 1Hz ODR)

1.1 µA (LP)

5 µA (LN)

2.7 µA (LP)

24.8 µA (LN)

3 µA (LP)

13.9 µA (LN)

3 µA (LP)

40 µA (high pres)

4 µA (LP)

15 µA (LN)

Package (mm)

5.2 x2.7x0.988-pin LGA

2x2.5x0.958-pin LGA

2x2.5x0.958-pin LGA

2x2.5x0.958-pin LGA

2x2x0.7610-pin LGA

Package Drawing: 5.2x2.7x0.98mm

Note: Additional pins may be needed to improve package stability for baro performance

ICC-51200

Baro

Mic

SCLSDA

VDD

GND

PDAPCLL/R

Maintains standard mic package height & width- No additional space on lower edge of phone- Same WxH of Standard mic: 5.2x2.7x0.98mm

Pin Name Description

SCL I2C Clock

SDA Serial Data

VDD Supply Voltage

GND Ground

PDA PDM Data

PCL PDM Clock

L/R Channel Select

High Impact SportsICM-20649

IMU for High-Impact Sports

26

Need: Gyro 4000dps

Accel 30g

Need: Gyro 2000dps

Accel 16g

• Point of Impact• High Angular Velocity

MCU (Cortex Mx)

Flash(Data Storage)

Vibration Sensor

6-axis16g/2000dps

STM24g

BT/BLE

20649 Motion Analysis Module Application

MCU (Cortex Mx)

Flash(Data Storage)

Vibration Sensor

ICM-2064930g/4000dps

BT/BLE1KHz(Raw Sensor Data)

MP Now

Accel 30g vs. 16g

ICM-20649

Gyro 4000dps vs. 2000dps

ICM-20649

AR/VR/HMD Sensor Platform

System Solutions

INVN Inside HMD/VR

Customer Application 1st Gen Design (In MP Now)

Microsoft HMD/ARHoloLens

ICM-20608-B(Headset)

Oculus HMD/VRRift

MPU-6500T (Controller)BMI055 (Headset)

HTC HMD/VRVive (from Valve)

MPU-6500(Headset/Controller)

Oculus RiftMicrosoft HoloLens HTC Vive

Good Gyro Needed for Pokeman Go

• “I downloaded Pokemon Go yesterday, and was positively gloom-y to discover that the much-hyped augmented reality (AR) feature wasn’t available on my device. When I activated it, an error message popped up that said, “We’re not detecting your phone’s orientation. Would you like to turn off AR mode?“.”– “My phone – a Huawei Honor 5X –

lacks one, despite being a pretty middle-of-the-road device.”

InvenSense Inc. Company Confidential32

• “Pokemon Go is finally out. All your friends are playing it, and you want to join in. Unfortunately, your Android phone is letting you down, and it’s making you krabby.”– Augmented Reality Requires a

Gyroscope”

http://www.makeuseof.com/tag/you-might-need-upgrade-phone-pokemon-go/

Gyro Enables Better UX for AR/VR

• Must use Gyro and NOT Compass• Compass Response time not fast enough• Can’t use Compass Indoors because of environmental magnetic distortions caused by

metal and electromagnetic waves• User Experience: Gyro allows Real time response without delays

• Sensor Fusion depends on Gyro Noise, Gyro Offset, and Gyro Sensitivity• Same specs that make INVN a leader in OIS applications• INVN offers Best Gyro Nosie/Offset/Sensitivity in Industry. Key spec: • User Experience: Orientation stays fixed to the real world so that Pokeman stays in

same location even after user hand movement

• Mobile gets hot because GPS, AP/Graphics, Display and Gyro on 100%• INVN offers best Gyro Offset vs. Temp spec: 0.01 dps/ºC • See Video showing major drift on Non-Invensense Gyro based phones• User Experience: Pokeman won’t drift over camera scene as mobile temp increases

InvenSense Inc. Company Confidential33

Gyro Offset vs. Temp Setup

InvenSense Inc. Company Confidential34

Test Case

Benchmark Phones Test Condition(Recoding time @ Temp)

Test Result (Error in degree)( Competition vs INVN)

A/M/G 9XRotation Vector

1 iPhone5S vs. iPhone6+ 7 min @ heat up ↗43°C 90° VS 1°

2 Xiaomi5 vs. iPhone6+ 3 min @ heat up ↗43°C 30° VS 1°

* Create a ±1°Degree @1Hz Swing test environment to simulate the real Handset and HMD user case of AR/VR

Gyro Offset vs. Temp Video

InvenSense Inc. Company Confidential35

iPhone 5S vs iPhone 6+ | 7 min @ heat upto 430C Xiaomi5 vs iPhone 6+ | 3 min @ heat upto 430C

Thank you!