2. NXP Semiconductors
NXP Semiconductors N.V. (NASDAQ: NXPI)
provides High Performance Mixed Signal and
Standard Product solutions that leverage its
leading RF, Analog, Power Management,
Interface, Security and Digital Processing
expertise.
Our innovations are used in a wide range
of automotive, identification, wireless
infrastructure, lighting, industrial, mobile,
consumer and computing applications.
A global semiconductor company with
operations in more than 25 countries, NXP
posted revenue of $4.4 billion in 2010.
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3. NXP Semiconductors Management Team
Rick Clemmer Karl-Henrik Mike Noonen Chris Belden
President and CEO Sundström Global Sales & Operations
CFO Marketing
Peter Kelly Alexander Everke Kurt Sievers Ruediger Stroh
Operations General Manager General Manager General Manager
HPMS (excl. Auto / HPMS Automotive HPMS Identification
ID)
Frans Scheper René Penning de Guido Dierick Peter Kleij
General Manager Vries General Counsel Human Resource
Standard Products CTO Management
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5. Highlights for Q1 2011
Total NXP revenue of $1,082 million, flat year-on-year
– Above original guidance and better than normal seasonality
– Product revenue of $979 million, up 9.5% year-on-year
• Up greater than $40 million
– HPMS revenue of $742 million, up 6.8% year-on-year
– Std. Product revenue of $237 million, up 19.1% year-on-year
Significant Year-on-Year Margin Expansion:
– GAAP Gross margin increased to 46.8% from 37.4%
– GAAP Operating margin increased to 10.0% from (1.4)%
– Non-GAAP gross margin increased to 47.8% from 39.0%
– Non-GAAP operating margin increased to 20.6% from 11.7%
Improved Cash Flow:
– Trailing 12-month adjusted EBITDA $1.11 billion, up 104% year-on-year
Deleveraging Balance Sheet Continues:
– Net debt reduced to $3.75 billion, a decline of $568 million year-on-year
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6. Key macro growth drivers in electronics
Efficient power conversion and low stand-by power
Energy Energy-saving lighting and back-lighting
Efficiency Energy conservation through demand side management
Electric/lighter vehicles, intelligent traffic management
Proliferation of mobile data usage, wireless infra build-out
Connected Smart mobile devices: always-on, multimedia, location-based
Mobile
Connected car, many broadcast & connectivity standards
Devices
New user interfaces (e.g., touch, joystick)
Secure mobile transactions and secure identity
Authentication, tagging and tracking
Security
Car and home access, security & remote diagnostics
Radar and (body) scanning installations
Personal healthcare and portable emergency devices
Connected hearing aids and implantable devices
Health
Car safety & comfort
Electronic diagnostics
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7. High Performance Mixed Signal Solutions
Application Optimized Mix of
More Than Moore Required
Analog and Digital
More Than Moore: Enrichment
High Analog
Voltage (amp, IF, Sensors Bio-
More Moore: Miniaturization
Passives Power DC) RF Actuators chips
Baseline CMOS: MPU, Memory, Logic
Radio
Sense, Interact, Empower
c75 High-Performance Components Processor /
Storage
c35 High-Performance
Mixed-Signal Solutions Interface
c18
• Power Efficiency,
Autonomy
c13
• Cost Efficiency Sensor
• Functional
Power
90nm Actuator
Performance
Information
65nm
Processing, • Miniaturization
Storage & • Quality, Ruggedness
45nm Security
and Adaptability
Mixed-Signal Sub-Systems
Digital Advanced CMOS
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8. Uniquely Positioned to Win in HPMS
6,800 HPMS
Leading >2,600 experienced
products:
Mixed-Signal HPMS engineers
HP RF, Analog, and Digital
Power, Interface, Broad
Design Skills
MCU, DSP, Logic, Product
Security, Sensors, Portfolio Across
ADC/DAC
System Leading Patent Portfolio
Functions
>37,000 (WW)
14,000 (WW)
Deep IP
>3,100 (US)
Portfolio
3,126 (US)
2,103 (US)
~900 (US)
Deep
Applications
Expertise Specialty • World class RF, HV power
Processes & and Auto processes
• 8 priority applications Competitive • Scale back-end producing
• Hired >100 Field Application Manufacturing 60 billion parts per year
Engineers in 2009 Assets
• Largely Asian manufacturing
Source: Patent data from annual filings and company web-sites
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9. Strong innovation track record dating 50+ years
Focused investment of over $550 million per year in R&D
Eindhoven (NL) Nijmegen (NL)
Leuven (B)
Hamburg (GER)
Caen (F)
Gratkorn (Austria)
San Jose (US)
San Diego (US) Shanghai/Suzhou
Hong Kong
Tempe (US)
R&D key figures Singapore
Bangalore (India)
Approximately 3,000 employees in R&D
of which over 2,600 support our High-
Performance Mixed-Signal businesses
Engineering design teams in 22 locations
~14,000 issued and pending patents
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10. World class manufacturing capabilities
Differentiated process technologies and competitive manufacturing
Manchester Nijmegen (NL)
Hamburg (GER)
Jilin
Shanghai/Suzhou
Kaohsiung
Hong Kong/Guangdong
Bangkok
Cabuyao
Singapore
Seremban
Front End
Back End
Site name in blue = Joint Venture
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11. Partnering with the Leading Customers
Automotive Identification Standard Products
Wireless infra, lighting Mobile, consumer
Distributors
& industrial & computing
No account over 10% of sales, address 1,000+ Customer Design Centers directly, and over 30,000 via distribution
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12. Our innovations are used in a wide range
of applications
Wireless infra Lighting Industrial Mobile
Automotive Identification Consumer Computing
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13. Key applications (1/2)
Wireless infra Lighting Industrial Mobile
• Wireless base • Lighting drivers • Smart grid • Mobile devices
stations (CFL, LED) • White goods • Portable power
• Point-to-point • Lighting • Home / building supplies
• CATV networks automation • Personal health
infrastructure • Backlighting • Power supplies • Chargers
• Broadcasting
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14. Key applications (2/2)
Automotive Identification Consumer Computing
• In-vehicle • Secure identity • TV • Tablet PCs
networking • Secure • Satellite, Cable, • Note- /Netbooks
• Car access & transactions Terrestrial and IP • Desktops
immobilizers • Tagging & set-top boxes
• Power supplies.
• Car entertainment authentication • Satellite outdoor Monitors and
• Solid State Lighting units peripherals
• Telematics
• Lighting
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15. Automotive
#1 CAN/LIN/FlexRay in-vehicle
networking
#1 passive keyless entry and
immobilizers
#1 car radio
#3 magnetic sensors
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16. Identification
#1e-Government
#1 Transport & Access management
#3/4 Banking
#1 NFC
#1 Radio frequency identification
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17. Wireless infrastructure, Lighting and Industrial
#2 in High Performance RF
Strong in lighting drivers
Leader in multi-market 32-bit ARM
microcontrollers
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18. Mobile, Consumer and Computing
#1 in TV and STB tuners
Top 3 in interface, leader in specific
niches
#2 in Digital Logic
Leader in notebook AC-DC power
Adaptors
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19. Standard Products
A strong supplier of integrated discretes
and modules, used for interface signal
conditioning, filtering and ESD
protection in mobile phones, consumer
and computing
#2 supplier of small-signal discretes
with one of the broadest product
portfolios in the industry
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20. Standard Products & Key product applications
Specialized
Mobile handsets & Computing
Various Consumer Electronics
Special emphasis on demands of
Automotive & Communications market
All electronics
Broad
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