on semiconductor corporate overview presentation
Post on 12-Sep-2014
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DESCRIPTION
ON Semiconductor (Nasdaq: ONNN) is driving innovation in energy efficient electronics, empowering design engineers to reduce global energy use. The company offers a comprehensive portfolio of energy efficient power and signal management, logic, discrete and custom solutions to help customers solve their unique design challenges in automotive, communications, computing, consumer, industrial, LED lighting, medical, military/aerospace and power supply applications. ON Semiconductor operates a responsive, reliable, world-class supply chain and quality program, and a network of manufacturing facilities, sales offices and design centers in key markets throughout North America, Europe, and the Asia Pacific regions. For more information visit http://www.onsemi.com.TRANSCRIPT
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Corporate Overview
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ON SemiconductorDriving Innovation in Energy Efficient Electronics
Provides a comprehensive portfolio of energy efficient solutions
Helps customers solve their unique design challenges
Empowers design engineers to reduce global energy use
Operates a responsive, reliable world-class supply chain and quality program
Maintains global environmental sustainability and social responsibility programs
Core Values
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• Headquarters: Phoenix, AZ• Employees: ~20,000 globally• Revenue: ~$2.9Bn(1)
• Market Capitalization: ~$2.9Bn(2)
• Ticker: ONNN• Founded: Spun-off from Motorola 1999, IPO 2000
ON Semiconductor Today
(1) Based on 3Q12 annualized revenue. (2) Based on closing stock price on November 2, 2012. Sector % based on 3Q12 results.
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Successful Acquisitions Expand Solutions in Target Markets
20072006
October 10, 2008
May 15, 2006
Oregon Fabrication Facility
June 9, 2010November 4, 2009
December 31, 2007
CPU Voltage and PC Thermal
Monitoring Business
March 17, 2008
January 27, 2010 January 1, 2011
2008 2009 2010 2011
February 27, 2011
CMOS Image SensorBusiness Unit
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Leadership Position in Focus End-MarketsIndustrial ASIC
#1
Power Adapters (ACDC)#1
Inverter IPM#2
Protection#1
General Purpose Op Amp #2
Linear VREG#1
Analog ASIC (Non Auto)#2
Audiology DSP SoC#1
Computing
LED Lighting Smart Grid
Wired & Wireless Comm.
Industrial /Medical /Mil-Aero
AutomotiveConsumerPC Core Power (DCDC)#1
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Providing a Broad Array of Products and Solutions
Broad product portfolio enables strategic customer relationships and drives increased application coverage, BOM content, and SAM expansion.
Increased capability supports delivery of differentiated solutions, designed to customer system requirements.
40%truecommodity
60% multi-sourced not
true commodity
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Helping Customers Solve System Design Challenges
Solution Engineering Centers
PortlandComputing Graphics
SeoulWireless
TaipeiComputing
Power Supply
MunichAutomotive
San JoseConsumer Wireless
ShanghaiAutomotive
OsakaMultiple
Applications
TokyoMultiple
Applications
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Global Channels to Market
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Global Operations and Support
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2012 time
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World-Class Logistics
UnitsShipped
ON Semiconductor shipped ~6 units per person in the
world during 2011
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Environmental Sustainability
CONSERVATION: Each of ON Semiconductor’s factories is engaged in multiple sustainability projects aimed at conserving water, electricity and fuel. Our worldwide manufacturing operations have well-established recycling and waste minimization programs in place. Ongoing programs include reusing rinse water in our fabs, reducing water flow during equipment idle periods, reducing electricity use, reducing chemical use via process optimization, recovering heat from boilers, balancing our air streams.
RECLAIM / RECYCLE: During 2011, more than 1,600 metric tons of scrap materials and 1,400 pounds of precious metals from the company’s worldwide manufacturing facilities were processed, sorted, and sold for reuse. The reclamation of these materials recouped more than $36 million in 2011 alone.
NETWORK OPTIMIZATION: The company’s logistics team - responsible for shipment and delivery of the 42 billion products we annually manufacture and ship - has reduced the in-transit mileage logged by our parts by more than 50 million miles per year – thus reducing the company’s carbon footprint. The company’s right-size packaging program has significantly reduced the amount of corrugated carton materials and polyethylene-base materials being used – a reduction of more than 23 tons annually.
STANDARDS: The vast majority of ON Semiconductor’s product portfolio – consisting of more than 42,000 different devices – have been converted to meet industry RoHS standards. Many products are available in lead-free (Pb-free) packaging. DFN/QFN package families are available in Halogen-free mold compounds and we are qualifying and converting other packages.
PARTNERSHIPS: ON Semiconductor belongs to a number of organizations and initiatives focused on technological advances in sustainable energy, power conservation and corporate responsibility. These include membership in the Electronic Industry Citizenship Coalition's (EICC) including their Environmental Sustainability and Conflict Minerals groups; the Semiconductor Research Corp’s (SRC) global Energy Research Initiative (ERI); Europe’s Energy for a Green Society ENIAC JU project, and membership in Power Sources Manufacturers Association (PSMA) and the China Power Supply Society.
ON Semiconductor is dedicated to annually reducing our energy consumption by 5 percent, our water consumption by 5 percent and our overall carbon footprint by 5 percent.
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Focus Vertical Markets
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Infotainment Audio Systems• Advanced Frontlighting
Systems
• Xenon/LED / Halogen Front
lighting
Cluster illumination & Interior Lighting
• Rear / Exterior Lighting
Engine Control
Transmission control
Sensors
Starter Alternator
Customer Alignment
Leading Positions: Powertrain, Body, Infotainment, Power Supplies, In-Vehicle Networking
Key Company Growth DriversMarket 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
Automotive Segment
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Entry Level Servers
Notebook
Ultrabook
Desktop PC
Graphics Card
Channel Motherboar
d
AIO Computer
Customer Alignment
Leading Positions: CPU and Graphics Power, MOSFETs, Protection, Power Supplies
Key Company Growth DriversMarket 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)
Computing Segment
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Customer Alignment
Leading Positions: Optical Imaging, Power Supplies, Protection, MOSFETs
Key Company Growth DriversMarket 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
Smartphone
Tablet
Base Station
Customer Premise Equipment
Enterprise Routers
Communications Segment
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Lens Control
Power ManagementBacklighting
AMOLED Display
Protection
Power Supplies
Customer Alignment
Leading Positions: Inverter IPM, Power Supplies, Protection, Optical Imaging
Key Company Growth DriversMarket 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
Power Supplies
and Inverters
Motor Drive and Control
Touch Interface
Smart Grid Connectivit
y
LCD Display
Battery Management
Consumer Segment
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Customer Alignment
Leading Positions: Power Supplies, Sensors, Circuit Protection, Medical Devices, LED Lighting
Key Company Growth DriversMarket 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 Cenidor ARM-based SOC and
ingestible diagnostic ICs
LED Lighting
Blood Glucose and Heart RateMonitors
Hearing Aid SOC
IngestibleDiagnostic
s
Industrial / Medical / Mil-Aero Segment
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LED Lighting
Mobile
LCD Backlighting
Signage
Automotive
General
Architectural
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Smart Grid
Smart MeteringCommunication
Generation
Distribution
Field AreaNetwork
Home AreaNetwork
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Thank You.