corporate profile - eurotronix profile/mps comp… · corporate profile chengdu, china...
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Corporate Profile
MPS: A worldwide Silicon Based Power Solution
Company
Founded: 1997 in Silicon Valley, IPO in 2004 (NASDAQ: MPWR)
Revenue: $471M in 2017
Employees: 1500+ Worldwide
Products: 2000+ products in Cloud Computing, Automotive, Industrial,
consumer electronics ….
Corporate Profile
Chengdu, China Manufacturing Facility
Quality/Reliability Facilities:
• Both San Jose and Chengdu
• Burn-In Room: 3000 Sq. Ft.
• Two State-of-the-Art Failure Analysis Labs
Production Facilities:
• Testing: MPS Chengdu
• TS Certified Wafer Fabs:
o SMIC 90nM, 8”
o HHNEC .18uM 8”
o ASMC .35uM 8”
o MagnaChip 90nM, 8”
Clean Room
Worldwide Presence
Outstanding Organic Revenue Growth ($M)
$197 $214
$238
$283
$333
$389
$471
2011 2012 2013 2014 2015 2016 2017 2018
* Wall Street analysts average revenue
ST
RE
ET
ES
TIM
AT
ES
$562*
2017: MPS 21.2% vs. Analog 10.9%
MPS 3 Yr CAGR 18.6%
5
Growth Phase
Analog Foundry Partners
• 8” fab, located in Shanghai, China
• Capable of 0.25µm and qualified capacity: 15000 W/M
• 8” fab, located in Tianjin, China
• Capable of 0.09µm and qualified capacity: 15000 W/M
• 8” fab, located in Shanghai, China
• Capable of 0.11µm and qualified capacity: 8000 W/M
• 8” fab, located in Cheongju, Korea
• Capable of 0.09µm and qualified capacity: 15000 W/M
Partners with Leading Assembly Houses
One of the Largest Assemblers in China
No. 1 Assembler Worldwide
Top 10 Assembler Worldwide
No. 4 Assembler Worldwide
Q4 2017 Balance Sheet Metrics
Total Metric
Cash $304M $6.89 $/share
Inventory $99.3M 155 Days
Debt $ - - $/share
8
Field Failure Rate Far Below Industry Average
< 1.2ppm [EOS Incl.] with 2.5 Billion Parts shipped in 12 months Reliability Failure Rate < 10 FIT
DPPM= FA returned Qty / shipment Qty.
Feb-17 Mar-17 Apr-17May-17
Jun-17 Jul-17 Aug-17 Sep-17 Oct-17 Nov-17 Dec-17 Jan-18
Shipment 238 296 246 265 323 296 339 322 359 338 267 422
PPM 0.78 0.76 0.79 0.81 0.80 0.76 0.76 0.76 0.77 0.75 0.88 0.81
0
60
120
180
240
300
360
420
480
0.00
1.00
2.00
3.00
4.00
5.00
6.00
12 Months Rolling PPM and Shipment Record
PPM Million
Ou
tpu
t C
urr
en
t
10A
20A
40A
80A
60A
6V 16V 22V 36V 100V 200V 500V
BCD5
BCD5H
BCD5SOIBCD5HV
Input Supply Voltage
Server/
Desktop Notebook
Automotive/
motion control Ultrasound AC/DC
1000V
Monolithic Single Chip Solution up to 1000V
5th Generation
• Highest level of
analog/power
integration with
digital and memory
• Fabless proprietary process technology
• Using most advanced fab equipment for analog power
Typical Package Cross Section
Wire Bond Mesh Connect™ (No Wire Bond)
High Reliability, Small Form Factor, Better Heat Design,
No Inductance, and Faster Response
Product Families
• High-Voltage Buck Regulator
• High-Voltage LDO
• Flyback Controller
• Flyback Synchronous Rectifier
• Active PFC Controller
• LLC Resonant Converter Controller
• LLC Synchronous Rectifier
• PFC&LLC Combo Controller
• X Cap Bleeder
AC/DC Power Conversion
• Step-Up (Boost)
• Step-Down (Buck)
• Buck/Boost
• CPU Core Power
o 50A DrMOS in a 5x5mm QFN
DC/DC Power Conversion
• Li-Ion Single and Multi-Cell
• USB Complaint Chargers
• Switching Chargers
• Linear Chargers
• Integrated Power Bank Solutions
Battery Management
• Analog Input Class-D Amplifiers
• PWM Input Power Stages
Class-D Audio
• Backlight Drivers
• Electro-Luminescent Drivers
• Photo Flash Drivers
• LCD Power Supplies
Display Backlighting Power E-Fuse, USB & Load Switches
• AEC-Q100
o DC/DC
o LED Lighting
o Power Modules
o Motor Drivers
o USB Charging
o Display Backlighting
o Precision Analog
Automotive & Industrial
• TRIAC Dimmable AC/DC LED
Controller
• PWM and Analog Dimmable AC/DC
LED Controller
• DC/DC LED Controller: Buck, Boost, &
Buck-Boost
• LED Protection IC
LED Lighting & Illumination
• CPU Core Power
• High current DrMOS
o 60A DrMOS in a 4x5mm QFN
• POL
Computing Power
• 6V, 600mA- 4A
• 16V, 600mA – 60A
• 21V, 600mA – 2A
• 36V, 600mA – 5A
• 55V, 1A – 3A
• 75V, 300mA
Power Modules
• Brushless DC Motor Driver
• Stepper Motor Driver
• Brushed DC Motor/Solenoid
Driver
• Half-bridge/Full-bridge/Three-phase
Power Stages
• Magnetic Angular Position Sensors
Motor Drivers & Position Sensors
• Analog Switches
• Current Sense Amplifiers
• Operational Amplifiers
• Voltage Reference
Precision Analog
• Programmable Current Limit
up to 50A per Device
• Adjustable Slew Rate
• Reverse Current Blocking
• Output Discharge (Load Switch)
• Integrated Auto Detection
• Pin Compatible
• Parallel able up to 10 Devices
• PMBus Command and Control
Key Automotive Electronic Applications
Infotainment & Telematics
Heads-up Display (HUD)
eCall
Head Unit
Audio
USB Charging
Body Electronics
HVAC blower/damper
Door
Side mirrors – lights and retracting
Seat, door, window control
Lighting
High/Low Beam
Daytime Running
Fog Light
Turning Light
Interior Light
ADAS
Rear / Front Camera
Surround View
Radar/LIDAR
Ultrasonic
13
The Semiconductor Value in a Vehicle
$30
$115
>6B SAM
End Customers
MPS Customers and Deeply Engaged Auto Suppliers
14
BMS- Battery Management Systems
MPS
Solution
15
48V Battery Pack
Battery
Management
System
(BMS) IC
+ -
15KW Pack
5G tower
MPS Solutions
Smart Grids
EV
mCar
e.Motion Opportunities $2B+ SAM
$6-$30?
Drones
4 to 7 Motors
3 to 7 Sensors
>$40
Industrial Robot
>10 Motors &
Sensors
78 Motors
180 Sensors
>$20K
Surgical Robot
>1 Motors &
Sensors
>$3
Security Camera
>1 Motors
>2 Sensors
>$5
Elevator
>$30
Car
>10 Motors
>20 Sensors
>$5
Conveyor Belt
>1 Motor & Sensor
>$20
Robots
>10 Motors &
Sensors
>$10
Sewing Machine
>2 to 8 Motors &
Sensors
>$6
Printers
3 to 15 Motors
3 to 7 Sensors
16
Connected Devices = High Computing Demand
Tablets
Connected Devices Switch/Router
NotebooksSmart TV’s Medical Devices
Smart Phones
Cloud
Servers
Servers
17
MPS AC/DC Product Solutions
LED Street Lighting
Gaming Consoles Industrial
PC PowerAppliances
Quick Chargers and USB3
Server Power
Smart TVs
ACDC$3B market opportunity
18
Instant Power Solutions through eCommerce
BCD 5 Technology
Interactive Web based
design
User input
• Digital
• Memory
• Power
• Analog
MPS AI Algorithm
Performance
verification
19
Delivered in Days
eCommerce website
Custom parts Auto Programming
Q&A
20