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India Semiconductor Association CXO Conclave
Vijay Ullal Group President
Consumer & Automotive Solutions Maxim Integrated Products
Maxim Integrated Products, Inc. Company Confidential 3
India Semiconductor Association CXO Conclave
Maxim Integrated Products, Inc. Company Confidential 3
Semiconductor Industry Trends 1
Adapting to These Trends 2
Future Engagements in India 3
Q&A 4
Maxim Integrated Products, Inc. Company Confidential 4
Semiconductor Industry Trends
System-Level Solutions
Integration
Sensors – The Third Revolution
The End of Lateral Scaling?
Complex and Global Eco-system
Semiconductor Industry Trends 1
Maxim Integrated Products, Inc. Company Confidential 5
Why System Level Solutions?
Time-to-Market
Complexity
Expertise Performance
R&D Budgets
Maxim Integrated Products, Inc. Company Confidential 6
Why Integration? Smaller, lighter, faster, simpler, cheaper
1980s 2000s Today
Phones
Computers
Wireless Communications
Automobiles
Maxim Integrated Products, Inc. Company Confidential 7
Why Integration? Smaller, lighter, faster, simpler, cheaper
Automotive • Space, weight • Fewer parts = reliability
Energy • Simplicity, TTM
Computing • Size, simplicity Communications
Infrastructure • Size and power Consumer
• Space, cost. power
Mobile • Space, battery life
Medical/Industrial • Portability, reliability
Maxim Integrated Products, Inc. Company Confidential 8
Analog Integration An Irreversible Trend
Amp Data Converter
Interface Power
Building Blocks
System Solutions
Analog Integration
1 2 3
Maxim Integrated Products, Inc. Company Confidential 9
Maxim Integrated Products, Inc. Company Confidential 10
Maxim Integrated Products, Inc. Company Confidential 11
Sensors: The Third Revolution
Robots that never get tired or grumpy
• Example: cars that drive themselves
Gadgets & homes that are always aware
• Example: Phones & homes that adapt to the user
Systems that monitor & heal themselves
• Example: smart energy grid
Maxim Integrated Products, Inc. Company Confidential 11
Maxim Integrated Products, Inc. Company Confidential 12
Is Lateral Scaling Dead?
$0
$10
$20
$30
$40
$50
1980'S 2000'S
Development Costs, $M
$1
$10
$100
$1,000
$10,000
2um 65nm
Mask Costs, $K
Maxim Integrated Products, Inc. Company Confidential 13
Companies Receiving Initial Venture Funding
Maxim Integrated Products, Inc. Company Confidential 14
Complex and Global Eco-system
IDM
1960’s
IDM
1970’s
Semi Equip
IDM
1980’s
Semi Equip
EDA
IDM
1990’s
Semi Equip
EDA
Outsource Mfg.
IDM
2000’s
Semi Equip
EDA
Outsource Mfg.
SOC
IDM
2010’s
Semi Equip
EDA
Outsource Mfg.
SOC
Software
Maxim Integrated Products, Inc. Company Confidential 15
How is Maxim Adapting to These Trends?
Embracing and Leading the Integration Trend
Organizing by End-Market
Investing in Sensors
Developing 3D Technologies
Partnering Globally in R&D and Manufacturing
Refining Culture
Adapting to These Trends 2
Maxim Integrated Products, Inc. Company Confidential 16
High-Performance Analog Better designs start with better building blocks
High density, high efficiency
Highest ESD & fault protected transceivers
Industry leading temp accuracy Multichannel Low
power high precision
Most flexible supervisory products
Highest precision and smallest packages
Robust 8kV ESD rating, latch-up immunity
Lowest power with highest precision
Multichannel, low power, Automated Calibration
Maxim Integrated Products, Inc. Company Confidential 17
Embracing and Leading Analog Integration Solving Tough Technical Problems
Different Analog Processes
Different processes for each technology
Mixing Analog and Digital
Advanced process
for both types
Interference and Noise
Isolating analog and
digital crosstalk
Maxim Integrated Products, Inc. Company Confidential 18
Analog Integration – Mobile Power SoC 64% smaller with 37% fewer components
Applications Processor
Baseband Processor
Analog Integration
Competing Solution
Maxim Solution
IC Count 9 2
IC Size (mm2) 161 38
Component Count 121 76
Component Area (mm2) 321 117
Handset Motherboard
Maxim Integrated Products, Inc. Company Confidential 19
Embracing and Leading Analog Integration Other examples
Full system design with case Secure micro for data
encryption
Financial Terminals
USB camera on a card Full 1080P streaming
capabilities
IP TV Camera
Smart meter platform Industry leading accuracy to
0.1%
Smart Meters
Maxim Integrated Products, Inc. Company Confidential 20
Embracing and Leading in Analog Integration
18% 18% 20% 26% 28% 32% 33% 34%
82% 82% 80% 74% 72% 68% 67% 66%
CY06 CY07 CY08 CY09 CY10 CQ111 CQ211 CQ311
High Integration
Building Block
% of Maxim Business from Integration
Maxim Integrated Products, Inc. Company Confidential 21
Organized By End-Markets Technology, Business Unit and Sales
Americas & Global Distribution
Europe, Middle East & Africa
Japan
Korea
Pacific Rim
Customer Operations
Marketing
Sales Operations
Automotive
Battery & Industrial Power
Communications &
Timing
RF Solutions
System & Power Management
System Sensing &
Interconnect Products
Storage
Office of the CTO
Maxim Labs
Advanced IP Development
EDA
Process Development
3DHI & WLP
Communications & Power Solutions
Group
Audio
Automotive
Handheld Power
Human Interface
Sensing Solutions
Interface, Switch & Protection
Microcontrollers
Mixed Signal
Secure Info
Signal Processing and
Conditioning
Technology Development &
Innovation Group
Consumer & Automotive Solutions
Group
Industrial & Medical Solutions Group
Worldwide Sales & Marketing
Tunc Doluca
President & CEO
Maxim Integrated Products, Inc. Company Confidential 22
Investing in Sensors
Optical Sensors
Touch Sensors
Gesture Sensors
Inertial Sensors – SensorDynamics
Sensor Fusion - algorithms
Innovations in human interface will transform electronics
Maxim Integrated Products, Inc. Company Confidential 23
Investing in 3D Integration One size fits all process technologies are too complex
180
60
1989 1995 2003 2011
Including 180nm developed for Power SOC and other advanced cell phones
100
10
Tota
l Pro
cess
es
Including 1.2um developed to support high performance power for RF and data communications
Including 0.4um developed for audio DACs and cell phone
Including 3um designed for A/D and D/A
Maxim Integrated Products, Inc. Company Confidential 24
Investing in 3D Integration
Higher density Better heat transfer
Highest integration Most cost effective
Ease of routing As small as 1mm2
Specialized QFN Packages
System-in- Package
Wafer-Level Packages
Maxim Integrated Products, Inc. Company Confidential 25
Partnering Globally in R&D
Integration Tools and Processes
Internal Collaboration and
IP Sharing
Partner with Customers
Maxim Integrated Products, Inc. Company Confidential 26
Partnering Globally in R&D 40 Technology Centers Worldwide Over 2,000 Engineers covering greater than 28 technologies
Dallas, TX Bangalore, India
Catania, Italy
Milan, Italy
Other locations: Arizona, California, Colorado, Florida, Illinois, Indiana, North Carolina, Massachusetts, Michigan, Oregon, Rhode Island, Texas, Austria, France, Germany, Italy, Scotland, Turkey, UK, China, Philippines, Taiwan, Japan
Seoul, Korea
Shenzhen, China
Sunnyvale, CA
Maxim Integrated Products, Inc. Company Confidential 27
Partnering Globally in Manufacturing Flexible “Hybrid” Manufacturing Capacity to support $3.4B in revenue
Maxim Wafer Fabrication Facilities
Partner Foundries (Maxim Process) Merchant Foundries
Beaverton, Oregon
San Antonio, Texas
San Jose, California
Seiko-Epson Japan
Powerchip, Taiwan (200mm)
Powerchip, Taiwan (300mm)
TSMC, Taiwan Partner
Maxim Integrated Products, Inc. Company Confidential 28
Partnering Globally in Manufacturing High Volume Assembly and Test Capabilities
Maxim Assembly and Test Locations
Partner Assembly & Test Houses Maxim Bump Fab
Batangas, Philippines
Cavite, Philippines
Chonburi, Thailand
Dallas, Texas
ASE Taiwan
UTAC Thailand
Maxim Integrated Products, Inc. Company Confidential 29
Refining Our Culture
Core Values Build on Our Principles
Collaborate “One Maxim”
Maximize Your Potential
Make a Difference
Innovate “Be Bold”
Maxim Integrated Products, Inc. Company Confidential 30
Future for Maxim in India
Continue to attract the best R&D talent
Provide the right environment for this talent
Empower local leadership
Partner for firmware, software and algorithms
Partner with India’s top academic and research institutions
Future Engagements in India 3
Maxim Integrated Products, Inc. Company Confidential 31
Summary
The semiconductor industry continues to evolve with
> System level solutions leading to analog integration
> Sensors and changing economics of lateral scaling
> A more complex and global eco-system
We need to rapidly adapt to and lead these changes by
> Embracing and Leading the Integration Trend
> Organizing by End-Market
> Investing in Sensor and 3D Technologies
> Partnering Globally in R&D and Manufacturing
> Refining Our Culture
We will continue to invest in India as a major R&D Center