Dialog Semiconductor. Capital Markets Day 16 September 2015, London. connected

Transcription

1 Dialog Semiconductor Capital Markets Day 16 September 2015, London personal portable connected

2 Mobile Systems Udo Kratz SVP Mobile Systems

3 Agenda Introduction Mobile Systems Group Areas of strategic focus Other market trends Dialog Charger innovation Key takeaways 3

4 Dialog Semiconductor Mobile Systems Group Leading PMIC supplier for portable devices Delivering to leading OEMs in high volume, high growth portable device segments At the forefront of mobile power management innovation Highest PMIC integration in the industry Broad power management IP portfolio including high efficiency power conversion, fast battery charging and advanced packaging Optimised electrical, thermal, mechanical design Agnostic to processor architectures 4

5 Applications using PMIC and audio Smartphones Tablets Chromebooks Car & in-vehicle Infotainment (IVI) Gaming Wearables Headset Headphones 5

6 Power Management and Audio SAM expansion 6,000 5,000 4,000 3,000 2,000 1,000 0 $3.4B 11% CAGR $5.2B Mobile Power New segments Audio SAM expansion of 11% CAGR New segments: Premium wearable Mobile Computing systems Further potential for market share gains Greater China opportunity Establishing strategic partnerships with leading players in the region Continue to add value with New technology Highly integrated and differentiated solutions 6

7 Agenda Introduction Mobile Systems Group Areas of strategic focus Other market trends Dialog Charger innovation Key takeaways 7

8 Diversifying our strategic focus Mobile Systems Group Collaboration with leading Asian platform vendors to expand market share in Greater China Power management for IoT and wearables Expanding into adjacent markets power management for Mobile Computing Systems 8

9 Progress in China smartphone Platform Partnership Program yielding results In 2013 we discussed the proliferation of sub-pmics to address the multicore processor architecture more effectively The trend is for higher currents and performance which translates to higher content opportunity 9

10 Progress in China smartphone Platform Partnership Program yielding results During the past two years this strategy has been widely adopted by China smartphone makers resulting in multiple design wins 10

11 Technology for IoT and wearables Emerging needs for more efficient System Power Management SmartMeters Long periods of sleep/standby Short activity bursts with low communication content Applications with Alwayson sensors/voice control 11

12 Power Management technology Supporting low standby current and high current use cases Always on Low current One week between charges is becoming reality Ultra low quiescent current Strategies to help reduce leakage current High power density High current peaks Targeting full day battery life Slim form factors, no fan, thermal constraints Low duty cycle of high peak current drawn by CPU/GPU/AP 12

13 Power Management complexity Consumer expectations for mobile devices continue to increase as the devices are used interchangeably Accommodating such diverse requirements whilst maintaining battery life Adds complexity to the PMIC Increases its value-add within the system New customer applications Wearable, hybrid devices Increased context awareness Expanding use cases Always-on Sensors, sensing camera, GPS, audio PMIC New charging scenarios USB-C. wireless, harvesting Single or multiple (series/parallel) Different battery configs 13

14 Powering future computing platforms Bringing to market a new standard of efficiency Expanding into adjacent markets power management for Mobile Computing Systems Higher currents and bigger screens are better served by multi-cell batteries Power management technology from mobile systems adapted for convertible tablets - the convergence area for mobile computing productivity SAM approximately $800m by 2018 Dialog Semiconductor achieves highest power density and efficiency in powering future computing platforms 14

15 Agenda Introduction Mobile Systems Group Areas of strategic focus Other market trends Dialog Charger innovation Key takeaways 15

16 Market trend - Battery Chargers Smartphone and tablet Charging Power is increasing Battery capacity and size anticipated to increase 3000mAh 6000mAh Batteries are accepting higher charge currents >1C charging Reduce Charge time by fast charging Quick Charge 2.0, Pump Express, USB-PD, +others 16

17 Market trends - Connectors Smartphone connectors USB Type C recently introduced in Android Smartphones Video, Audio, Data & Power over one port supported by all major OS Replicates the slim and reversible advantages of Apple lightning connector Enabler for 3A current delivery for faster charging First products from LeTV, Xiaomi, Google/LG Nexus 5 USB Micro-B DisplayPort USB Type-A Power USB Type-C Combines all in one USB Type-B 17

18 Agenda Introduction Mobile Systems Group Areas of strategic focus Other market trends Dialog Charger innovation Key takeaways 18

19 8% 4% New Dialog Charger IP for Fast Charging Efficiency achievable with best available external components Charger Efficiency Vin=9V <½ Efficiency Loss Next Generation Dialog Charger Current Dialog Charger (ASIC) 19

20 8% 4% New Dialog Charger IP for Fast Charging Efficiency achievable with best available external components Charger Efficiency Vin=9V <½ Efficiency Loss Next Generation Dialog Charger Current Dialog Charger (ASIC) Sufficient Efficiency for Standard USB Charging (7.5W) Overheating for Rapid USB Charging (15W) 20

21 Dialog Next Generation Charger Bringing new innovation to the China smartphone market Reduces the Heat Dissipation by 50% Improved efficiency at 3A solves thermal challenge Possibility of smallest PCB size Reduce external component size by 50% compared to standalone charger Low profile external components 0.8mm Huawei P8 6.4mm thickness 2.8Ah Battery Samsung Galaxy A8 5.9mm thickness 3.0Ah Battery Gionee Elife S7 5.5mm thickness 2.8Ah Battery Oppo R5 4.85mm thickness 2.0Ah Battery 21

22 Agenda Introduction Mobile Systems Group Areas of strategic focus Other market trends Dialog charger innovation Key takeaways 22

23 Key takeaways Mobile Systems At the forefront of PMIC technology Investment in power-efficient technology to maintain leadership position Platform Partnership Programme to diversify customer base now encompassing Asia chipset vendors Focus on Greater China through strategic partnerships with leading OEMs Expansion strategy into adjacent consumer mobile markets IoT and high end wearable devices Power management for Mobile Computing systems Bringing innovation to market Next generation chargers 23

24 Thank you... personal portable connected 24