…personal

…portable

…connected

Dialog Semiconductor

Capital Markets Day

16 September 2015, London

…personal

…portable

…connected

SmartBond™ – Bluetooth® Smart

Sean McGrath

SVP Connectivity,

Automotive and Industrial

Market update

Product update

Key takeaways

Agenda

• Evolution of current Bluetooth standard – open and license-free standard

• Focus on ultra-low power consumption

• Faster connection set-up and tear-down

• Ideal for transferring small amounts of data

Bluetooth® Smart What Is It?

What Is It?

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$0

$200

$400

$600

$800

$1,000

$1,200

2014 2015 2016 2017 2018 2019

Bluetooth® Smart market size Fast growing market opportunity

5

Source: IHS, Juniper, Dialog

73% CAGR 2014-2017

Bluetooth® Smart - Market size M$

19%

9%

21%

13%

5%

3%

5%

25%

HID/RCU

Beacon/Proximity

Wearables/Health and Fitness

Smart Home

Medical

Audio

Automotive

Other

2018 Market Segmentation Market Segmentation $823m in 2018

6

Source: IHS, Juniper, Dialog

2018 SAM

Volume today

• Health and Fitness / wearables

• Proximity (tags and beacons)

• Human Interface Devices

Emerging

• Smart Homes

• Medical

• Wireless Charging (A4WP)

• Automotive

… and many on the horizon

• Industrial

• Payments

• Audio

• Toys

• Anything with a USB connection!

Bluetooth® Smart – segment maturity Increasing number of significant verticals emerge

7

Market update

Product update

Key takeaways

Agenda

From initial product to complete

portfolio

• DA14580: still the lowest power, highest

integration released to the market

• DA14581: wireless charging

• DA14582: integrated voice codec

• DA14583: on-board Flash memory

• DA14680: complete wearable system-

on-chip

• And more in the pipeline

Dialog Bluetooth® Smart one year on Since our first product release 18 months ago

9

A complete solution Increasing portfolio reference designs

10

SmartBond™

Reference

Designs

Proximity tag

Remote control

with voice & gesture

Mouse

Keyboard

Remote control

Dialog Serial

Port Service Battery

powered

beacon

Indoor light powered beacon

Dice

Sensor module

Range extender

Trace antenna

Solid module ecosystem Enables time to market and long tail customers

11

Our module partners offer:

• Highest level of integration – Smallest form factor

• Certified modules – Little to no RF know-how needed

• Complete solution – Easy to integrate and use

Product name

LBCA2BZZFZ

(LBCA2HNZYZ)

PAN1740 SESUB-PAN-

D14580

UGMZ2A

(UGMZ2AA)

Specs DA14580

16MHz XTAL

Passives

(Antenna)

DA14580

16MHz XTAL

32kHz XTAL

Passives

Antenna

DA14580

16MHz XTAL

Passives

DA14580

16MHz XTAL

Passives

(Antenna)

DA14580

16MHz XTAL

Passives

DA14580

16MHz XTAL

Passives

Broad market recognition Engineers shifting to Dialog

12

SmartBondTM engineering community

• Over 5,532 registered engineers

(2014 was 1,140 )

• 348 registrations per month

(2014 was 186 )

• Balanced regional spread

Development kit sales

• More than 400 kits shipped in last

4 months

• Shipping >100 development kits/month

Web Portal for:

• Documentation

• Support

• Reference

Designs

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50

100

150

200

250

300

350

400

450

500

Jan

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b'1

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pt'1

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t'1

4

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c'1

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(blank)

Japan

EMEA

APAC

Americas

Select design wins:

Select design wins

Significant Tier 1 traction Estimated top three market position

13

SmartBondTM DA1458x

14

Bluetooth® Smart:

Power, Size and System Cost

without Compromise

www.dialog-semiconductor.com/bluetoothsmart

Applications

• (Multi-sensor) wearable devices

– Consumer health

– Fitness / activity trackers

– Medical monitors

• Smart home devices

– Security

– HVAC

– Lighting

• Human interface devices

Key Benefits

• Lowest power consumption

• Smallest system size

• Lowest system cost

• High security levels

Next generation for key verticals Expanding from radio sub-system to full application

15

A Breakthrough Solution

for Wearable Devices

Meet our SmartBondTM family

16

• Support Bluetooth 4.2

• Processing power on-demand

• Unlimited execution space

• High-level security

• Sensor hub functionality

• Battery and system power management

• Rich analog and digital set of interfaces

• Optimized for

– Flexibility

– Lowest power consumption

– Smallest footprint

– Lowest system cost

• High volume production ramps in Q4

Product Roadmap DA14680 World’s First Single-Chip Solution for Wearables

17

A Breakthrough

Solution for Smart

Home Applications

Meet Our SmartBondTM family

18

Smart Home solutions Approved by the major eco-system shapers

19

BLE & 15.4

BLE

BLE

Market update

Product update

Key takeaways

Agenda

• Bluetooth Smart continues to be adopted in a

multitude of high volume applications resulting

in a rapidly growing market

• One year since introduction:

– Dialog is recognised as a leader in Bluetooth®

Smart

– Established partners and dynamic engineering

design community

• Dialog is a Tier 1 supplier and continues to increase

its market footprint

• Dialog has extended it Smartbond™ portfolio with

the most highly-integrated solutions for wearables

and the smart home

Key takeaways

21

…personal

…portable

…connected

Thank you...

22