The eGaN FET Journey Continues - epc-co.comepc-co.com/epc/Portals/0/epc/documents/presentations/EPC Credit...The eGaN FET Journey Continues . ... Source: EPC and Ericsson . EPC - The

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  • www.epc-co.com 1 EPC - The Leader in eGaN FETs Credit Suisse May 2012

    Efficient Power Conversion Corporation

    The eGaN FET Journey Continues

  • www.epc-co.com 2 EPC - The Leader in eGaN FETs Credit Suisse May 2012 2

    Power Management is a large and growing market

    Silicon has reached performance limits

    EPC has developed proprietary enhancement-mode GaN technology (eGaN) that allows EPCs FETs to broadly replace power MOSFETs

    Manufacturing platform is inherently cost effective, and will quickly be less expensive to produce per area than silicon

    Background for Strategy

  • www.epc-co.com 3 EPC - The Leader in eGaN FETs Credit Suisse May 2012

    Why Gallium Nitride?

  • www.epc-co.com 4 EPC - The Leader in eGaN FETs Credit Suisse May 2012 4

    eGaN FETs are Smaller

    200V GaN Device (25 milli Ohms)

    200V Silicon Device (30 milli Ohms)

  • www.epc-co.com 5 EPC - The Leader in eGaN FETs Credit Suisse May 2012

    eGaN FETs are Faster

    0

    100

    200

    300

    400

    500

    EPC2001 BSC109N10NS3 IRFH5030 SiR870DP FDMS86101

    FOM = Rdson x Qg (100V)

    Source: Infineon, International Rectifier, Siliconix, and Fairchild data sheets

  • www.epc-co.com 6 EPC - The Leader in eGaN FETs Credit Suisse May 2012 6

    eGaN FETs are More Efficient

    Efficiency comparison @ 12 VOUT

    Source: EPC and Ericsson

  • www.epc-co.com 7 EPC - The Leader in eGaN FETs Credit Suisse May 2012

    eGaN FETs Can Be Cheaper

    Starting Material Epi Growth Wafer Fab Test Assembly

    OVERALL

    2011 2015

    same same

    higher same same lower

    lower same lower

    ~same

    lower higher

    Source: EPC

  • www.epc-co.com 8 EPC - The Leader in eGaN FETs Credit Suisse May 2012

    Market Forecasts

  • www.epc-co.com 9 EPC - The Leader in eGaN FETs Credit Suisse May 2012

    0%

    10%

    20%

    30%

    40%

    50%

    4% 5% 6% 7% 8%

    Perc

    ent S

    hare

    of 2

    010

    Pow

    er T

    rans

    isto

    r M

    arke

    t

    2010-2015 CAGR

    Served Available Market (SAM)

    Total = $12B in 2015 Source: IC Insights

    Power FET (up to 200V)

    $4.6B

    IGBT modules $2.3B

    IGBTs $878M

    Power FET (over 200V)

    $1.7B RF/Microwave $1.3B

    Bipolar $970M

    Bipolar Modules $49M

    FET Modules $232M

  • www.epc-co.com 10 EPC - The Leader in eGaN FETs Credit Suisse May 2012

    Power ICs Add to the SAM

    Total = $18B in 2015

    $0

    $2

    $4

    $6

    $8

    $10

    $12

    $14

    $16

    $18M

    arke

    t Siz

    e ($

    B)

    Transistors

    Power Module

    Power IC

    Source: Yole Development

  • www.epc-co.com 11 EPC - The Leader in eGaN FETs Credit Suisse May 2012

    GaN Market Projection

    Total = $350M for GaN in 2015

    Source: Yole Development

  • www.epc-co.com 12 EPC - The Leader in eGaN FETs Credit Suisse May 2012

    Key Applications 2011-2013

    Wireless Power Transmission RF DC-DC Envelope Tracking Power Over Ethernet RF Transmission Network and Server Power Supplies Power Factor Correction Point of Load Modules Solar Microinverters Energy Efficient Lighting UPS Systems Class D Audio RadHard

  • www.epc-co.com 13 EPC - The Leader in eGaN FETs Credit Suisse May 2012

    Key Applications 2013-2016

    PC and Notebook Power Supply Appliance and Industrial Motor Drive Cell Phones Electric Bicycle Hybrid and Electric Vehicles

  • www.epc-co.com 14 EPC - The Leader in eGaN FETs Credit Suisse May 2012

    Efficient Power Conversion

  • www.epc-co.com 15 EPC - The Leader in eGaN FETs Credit Suisse May 2012

    EPC Leadership Team

    Alexander Lidow Ph.D: PhD Stanford 1977 Co-Inventor of HEXFET Transistor CEO of International Rectifier 1995-2007 Joe Cao Ph.D: PhD Berkeley 1996 Power MOSFET and GaN Experience at International Rectifier Robert A. Beach Ph.D: PhD Caltech 2001 Co-Founded GaNRose to produce gallium nitride transistors Sold GaNRose to International Rectifier in 2003

    EPC has a total of 20 full time employees, 10 of whom have PhDs in closely related fields

  • www.epc-co.com 16 EPC - The Leader in eGaN FETs Credit Suisse May 2012 16

    EPC Supply Chain

    Epi & Wafer Fab

    WAT & Sample Probe Bump

    Saw

    QA & Visual

    Pack Ship

    Episil

    Invoice

    EPC has designed a supply chain that is mature, efficient, responsive, and can ramp quickly

    Final Test

    KYEC

  • www.epc-co.com 17 EPC - The Leader in eGaN FETs Credit Suisse May 2012

    Strategic Partners

    Texas Instruments Driver ICs

    Microsemi Hi Rel and Radiation Hard Transistors

  • www.epc-co.com 18 EPC - The Leader in eGaN FETs Credit Suisse May 2012

    Silicon Power MOSFETs

    Infineon

    Vishay

    International Rectifier (IR)

    Fairchild

    Renasas

    Ciclon/TI

    Competitive Strategy

    GaN Devices

    IR Transphorm MicroGaN GaN Systems Fujitsu

  • www.epc-co.com 19 EPC - The Leader in eGaN FETs Credit Suisse May 2012

    Selected Awards

    EE Times 2010 Green Technology ACE Award

    LM5113

  • www.epc-co.com 20 EPC - The Leader in eGaN FETs Credit Suisse May 2012

    Summary

    EPC is privately funded and just concluded a D-Round of financing

    eGaN technology is disruptive Management is the most experienced in the

    power industry EPCs supply chain is mature TI and Microsemi are helping to establish EPCs

    eGaN FETs as industry standards EPC is now shipping eGaN FETs to > 500

    customers worldwide

  • www.epc-co.com 21 EPC - The Leader in eGaN FETs Credit Suisse May 2012

    The end of the road for silicon..

    is the beginning of

    the eGaN FET journey!

    Slide Number 1Slide Number 2Why Gallium Nitride?Slide Number 4Slide Number 5Slide Number 6Slide Number 7Market ForecastsSlide Number 9Slide Number 10Slide Number 11Slide Number 12Slide Number 13Efficient Power ConversionEPC Leadership TeamEPC Supply ChainStrategic PartnersSilicon Power MOSFETsSelected AwardsSummarySlide Number 21

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