on semiconductor corporate overview presentation

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1 www.onsemi.com @onsemi Corporate Overview

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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.

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Page 2: ON Semiconductor Corporate Overview Presentation

2 www.onsemi.com @onsemi

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 Operations and Support

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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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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