Corporate Overview



1        www.onsemi.com   @onsemi
ON Semiconductor
                Driving Innovation in Energy Efficient Electronics


 Provides a comprehensive portfolio of energy efficient solutions

 Helps customers solve their unique design challenges

 Empowers design engineers to reduce global energy use

 Operates a responsive, reliable world-class supply chain and quality program

 Maintains global environmental sustainability and social responsibility programs

                                 Core Values




  2   @onsemi                     www.onsemi.com
ON Semiconductor Today
•   Headquarters: Phoenix, AZ
•   Employees: ~20,000 globally
•   Revenue: ~$2.9Bn(1)
•   Market Capitalization: ~$2.9Bn(2)
•   Ticker: ONNN
•   Founded: Spun-off from Motorola 1999, IPO 2000




                              (1)   Based on 3Q12 annualized revenue. (2) Based on closing stock price on November 2, 2012.
                              Sector % based on 3Q12 results.
    3   @onsemi                                          www.onsemi.com
Successful Acquisitions Expand Solutions
                          in Target Markets

                 December 31, 2007               October 10, 2008              January 27, 2010                  January 1, 2011




                CPU Voltage and PC
                      Thermal
                Monitoring Business



   2006                       2007                     2008                2009                        2010                        2011




          May 15, 2006                March 17, 2008            November 4, 2009                  June 9, 2010               February 27, 2011




                                                                                                                           CMOS Image Sensor
Oregon Fabrication Facility                                                                                                  Business Unit




      4    @onsemi                                            www.onsemi.com
Leadership Position in Focus End-Markets
    Industrial ASIC
          #1


Analog ASIC (Non Auto)
          #2


PC Core Power (DCDC)     Consumer                Automotive             Computing
         #1


Power Adapters (ACDC)
         #1


     Inverter IPM
          #2


  Audiology DSP SoC            LED Lighting                   Smart Grid
         #1


     Linear VREG
          #1


        Protection
            #1                                                Industrial /
                             Wired & Wireless                  Medical /
   General Purpose
     Op Amp #2                   Comm.                         Mil-Aero

    5     @onsemi                   www.onsemi.com
Providing a Broad Array of Products and Solutions

                                                     Broad product portfolio enables
                                        40%true
                                       commodity     strategic customer relationships
                                       60% multi-    and drives increased application
                                      sourced not
                                    true commodity   coverage, BOM content, and
                                                     SAM expansion.




       Increased capability supports
       delivery of differentiated
       solutions, designed to
       customer system requirements.



 6   @onsemi                     www.onsemi.com
Helping Customers Solve System Design
                         Challenges


San Jose          Seoul      Portland      Taipei        Munich       Shanghai      Osaka          Tokyo
Consumer          Wireless   Computing    Computing      Automotive   Automotive     Multiple       Multiple
 Wireless                     Graphics   Power Supply                              Applications   Applications




                                Solution Engineering Centers




    7   @onsemi                             www.onsemi.com
Global Channels to Market




8   @onsemi           www.onsemi.com
Global Operations and Support




9   @onsemi             www.onsemi.com
2012            time

10   @onsemi   www.onsemi.com
World-Class Logistics
 Units              ON Semiconductor shipped
Shipped
                     ~6 units per person in the
                         world during 2011




    11    @onsemi                          www.onsemi.com
Environmental Sustainability
ON Semiconductor is dedicated to annually reducing our energy consumption by 5 percent,
    our water consumption by 5 percent and our overall carbon footprint by 5 percent.

               CONSERVATION: Each of ON Semiconductor’s factories is engaged in multiple sustainability projects aimed at
                  conserving water, electricity and fuel. Our worldwide manufacturing operations have
                  well-established recycling and waste minimization programs in place. Ongoing programs include reusing
                  rinse water in our fabs, reducing water flow during equipment idle periods, reducing electricity use,
                  reducing chemical use via process optimization, recovering heat from boilers, balancing our air streams.

               RECLAIM / RECYCLE: During 2011, more than 1,600 metric tons of scrap materials and 1,400 pounds of
                  precious metals from the company’s worldwide manufacturing facilities were processed, sorted, and sold
                  for reuse. The reclamation of these materials recouped more than $36 million in 2011 alone.

               NETWORK OPTIMIZATION: The company’s logistics team - responsible for shipment and delivery of the 42
                  billion products we annually manufacture and ship - has reduced the in-transit mileage logged by our parts
                  by more than 50 million miles per year – thus reducing the company’s carbon footprint. The company’s
                  right-size packaging program has significantly reduced the amount of corrugated carton materials and
                  polyethylene-base materials being used – a reduction of more than 23 tons annually.

               STANDARDS: The vast majority of ON Semiconductor’s product portfolio – consisting of more than 42,000
                  different devices – have been converted to meet industry RoHS standards. Many products are available in
                  lead-free (Pb-free) packaging. DFN/QFN package families are available in Halogen-free mold compounds
                  and we are qualifying and converting other packages.

               PARTNERSHIPS: ON Semiconductor belongs to a number of organizations and initiatives focused on
                  technological advances in sustainable energy, power conservation and corporate responsibility. These
                  include membership in the Electronic Industry Citizenship Coalition's (EICC) including their
                  Environmental Sustainability and Conflict Minerals groups; the Semiconductor Research Corp’s (SRC)
                  global Energy Research Initiative (ERI); Europe’s Energy for a Green Society ENIAC JU project, and
                  membership in Power Sources Manufacturers Association (PSMA) and the China Power Supply Society.


12   @onsemi                                   www.onsemi.com
Focus Vertical Markets




13   @onsemi          www.onsemi.com
Automotive Segment
                Leading Positions: Powertrain, Body, Infotainment, Power Supplies, In-Vehicle Networking




                                                            •Rear / Exterior Lighting
                                         •Xenon/LED / Halogen
    Engine Control         Sensors           Front lighting




                                                                                                         Audio Systems
                                                                      •Advanced         Infotainment
           Starter       Transmission      Cluster illumination &    Frontlighting
          Alternator        control           Interior Lighting        Systems




             Market Outlook               Key Company Growth Drivers                           Customer Alignment

 Automotive semiconductor growth         Advanced LED Lighting ICs
  forecast to be >9% year on year         Electric Power Steering, Electric
 Emerging markets represent >50%          Parking Brake, Park Assist ICs
  of global vehicle sales                 Start-Stop ICs (uHybrid)
 Fuel economy, safety, convenience       SMPS, Motor Driver ICs, IPMs
  and infotainment drive growth           Angular, Pressure and Position
 HEVs / EVs drive ~5X higher              Sensor Interface ICs
  semiconductor content per vehicle       LIN, CAN, FlexRay Transceivers
  in Powertrain electronics               MOSFETs, IGBTs, Protection

     14    @onsemi                                   www.onsemi.com
Computing Segment
                 Leading Positions: CPU and Graphics Power, MOSFETs, Protection, Power Supplies




    Desktop PC          Channel
                       Motherboard            Notebook




                                                                                     Entry Level Servers
     AIO Computer     Graphics Card                       Ultrabook



          Market Outlook                 Key Company Growth Drivers             Customer Alignment

 Mature market slowed by macro         Vcore DC-DC PWM ICs (#1)
  economics and alternative             HFVR for Ultrabooks
  consumer devices (tablets, etc)       Low Cap ESD for High Speed Serial
 Emerging markets driving               Interfaces (USB 3.0, HDMI) (#1)
  category growth                       DC-DC ICs for System / Memory
 Windows 8 and Ultrabooks               Rails and POL in Servers
  expected to stimulate demand          AC-DC ICs for Power Adapters in
                                         Computing (#1)


    15   @onsemi                                 www.onsemi.com
Communications Segment
                    Leading Positions: Optical Imaging, Power Supplies, Protection, MOSFETs


                    Tablet                                                     Customer Premise Equipment




   Smartphone

                                                                                                        Enterprise
                                                                                                         Routers
                                                 Base Station



           Market Outlook             Key Company Growth Drivers                 Customer Alignment

 Ubiquitous connectivity             Auto Focus and Optical Image
 “The Cloud” enables seamless         Stabilization for cameras
  content across disparate devices    Low Cap ESD Protection (#1) and
 Smartphones, Tablets and 4G          Common Mode Filters
  Network deployment drive growth     Battery Protection, Load and
 Economic uncertainty dampens         Switch MOSFETS
  near-term carrier investments       AC-DC and DC-DC Power ICs
                                      Battery Charger Ics
                                      Clock & Timing ICs

     16   @onsemi                             www.onsemi.com
Consumer Segment
                    Leading Positions: Inverter IPM, Power Supplies, Protection, Optical Imaging


                        Protection           Power                            Power Management
    Backlighting                                                 Touch
                                         Supplies and          Interface
                                           Inverters
                                                                                                  Battery Management




                                                                                        LCD Display

     Power                                 Motor Drive        Smart Grid
                      AMOLED Display
    Supplies                               and Control       Connectivity                              Lens Control




           Market Outlook                Key Company Growth Drivers                 Customer Alignment

 TV market has matured and OEM         Inverter IPMs for Appliance Motors
  consolidation continues                and Fans (#2)
 “Smart”, “Connected” devices are      LED Backlighting and AMOLED
  changing the way consumers             Display ICs
  access content                        AC-DC Power Supply ICs
 Global focus on improving energy      Low Cap ESD for High Speed Serial
  efficiency in appliances and TVs       Interfaces (USB 3.0, HDMI) (#1)
 Expect Flat Panel TVs to migrate      Battery Charger ICs, MOSFETs
  from LED to AMOLED displays

     17   @onsemi                                  www.onsemi.com
Industrial / Medical / Mil-Aero Segment
            Leading Positions: Power Supplies, Sensors, Circuit Protection, Medical Devices, LED Lighting


                                                                                                                Ingestible
                                                                                                               Diagnostics



                                                                               Blood Glucose     Hearing Aid
                                                                               and Heart Rate       SOC
                                                                                  Monitors




                                                                                           LED Lighting




            Market Outlook               Key Company Growth Drivers                       Customer Alignment

 Energy and environmental               IPMs for Industrial Motor Control
  legislation drive “smart grid” and      and Power Supplies
  LED Lighting adoption                  Circuit Breaker ICs with Self-Test
 Semiconductor content rapidly           and Built-In Diagnostics
  increasing in building automation      Sensor ICs (Image, Light,
 Transition to Mobile Health drives      Occupancy, Smoke, etc)
  growth in medical devices              Motor Driver and LED Driver ICs
                                         Cenidor ARM-based SOC and
                                          ingestible diagnostic ICs

      18   @onsemi                                www.onsemi.com
LED Lighting

               Mobile

                                          LCD Backlighting


       Automotive
                                                Architectural



 General

                                                    Signage




19   @onsemi             www.onsemi.com
Smart Grid

                                 Distribution


                                    Field Area
                                     Network



Generation
                                Smart Metering
                                Communication




                 Home Area
                  Network

20   @onsemi   www.onsemi.com
Thank You.




21   @onsemi    www.onsemi.com

ON Semiconductor Corporate Overview Presentation

  • 1.
    Corporate Overview 1 www.onsemi.com @onsemi
  • 2.
    ON Semiconductor Driving Innovation in Energy Efficient Electronics  Provides a comprehensive portfolio of energy efficient solutions  Helps customers solve their unique design challenges  Empowers design engineers to reduce global energy use  Operates a responsive, reliable world-class supply chain and quality program  Maintains global environmental sustainability and social responsibility programs Core Values 2 @onsemi www.onsemi.com
  • 3.
    ON Semiconductor Today • Headquarters: Phoenix, AZ • Employees: ~20,000 globally • Revenue: ~$2.9Bn(1) • Market Capitalization: ~$2.9Bn(2) • Ticker: ONNN • Founded: Spun-off from Motorola 1999, IPO 2000 (1) Based on 3Q12 annualized revenue. (2) Based on closing stock price on November 2, 2012. Sector % based on 3Q12 results. 3 @onsemi www.onsemi.com
  • 4.
    Successful Acquisitions ExpandSolutions in Target Markets December 31, 2007 October 10, 2008 January 27, 2010 January 1, 2011 CPU Voltage and PC Thermal Monitoring Business 2006 2007 2008 2009 2010 2011 May 15, 2006 March 17, 2008 November 4, 2009 June 9, 2010 February 27, 2011 CMOS Image Sensor Oregon Fabrication Facility Business Unit 4 @onsemi www.onsemi.com
  • 5.
    Leadership Position inFocus End-Markets Industrial ASIC #1 Analog ASIC (Non Auto) #2 PC Core Power (DCDC) Consumer Automotive Computing #1 Power Adapters (ACDC) #1 Inverter IPM #2 Audiology DSP SoC LED Lighting Smart Grid #1 Linear VREG #1 Protection #1 Industrial / Wired & Wireless Medical / General Purpose Op Amp #2 Comm. Mil-Aero 5 @onsemi www.onsemi.com
  • 6.
    Providing a BroadArray of Products and Solutions Broad product portfolio enables 40%true commodity strategic customer relationships 60% multi- and drives increased application sourced not true commodity coverage, BOM content, and SAM expansion. Increased capability supports delivery of differentiated solutions, designed to customer system requirements. 6 @onsemi www.onsemi.com
  • 7.
    Helping Customers SolveSystem Design Challenges San Jose Seoul Portland Taipei Munich Shanghai Osaka Tokyo Consumer Wireless Computing Computing Automotive Automotive Multiple Multiple Wireless Graphics Power Supply Applications Applications Solution Engineering Centers 7 @onsemi www.onsemi.com
  • 8.
    Global Channels toMarket 8 @onsemi www.onsemi.com
  • 9.
    Global Operations andSupport 9 @onsemi www.onsemi.com
  • 10.
    2012 time 10 @onsemi www.onsemi.com
  • 11.
    World-Class Logistics Units ON Semiconductor shipped Shipped ~6 units per person in the world during 2011 11 @onsemi www.onsemi.com
  • 12.
    Environmental Sustainability ON Semiconductoris dedicated to annually reducing our energy consumption by 5 percent, our water consumption by 5 percent and our overall carbon footprint by 5 percent. CONSERVATION: Each of ON Semiconductor’s factories is engaged in multiple sustainability projects aimed at conserving water, electricity and fuel. Our worldwide manufacturing operations have well-established recycling and waste minimization programs in place. Ongoing programs include reusing rinse water in our fabs, reducing water flow during equipment idle periods, reducing electricity use, reducing chemical use via process optimization, recovering heat from boilers, balancing our air streams. RECLAIM / RECYCLE: During 2011, more than 1,600 metric tons of scrap materials and 1,400 pounds of precious metals from the company’s worldwide manufacturing facilities were processed, sorted, and sold for reuse. The reclamation of these materials recouped more than $36 million in 2011 alone. NETWORK OPTIMIZATION: The company’s logistics team - responsible for shipment and delivery of the 42 billion products we annually manufacture and ship - has reduced the in-transit mileage logged by our parts by more than 50 million miles per year – thus reducing the company’s carbon footprint. The company’s right-size packaging program has significantly reduced the amount of corrugated carton materials and polyethylene-base materials being used – a reduction of more than 23 tons annually. STANDARDS: The vast majority of ON Semiconductor’s product portfolio – consisting of more than 42,000 different devices – have been converted to meet industry RoHS standards. Many products are available in lead-free (Pb-free) packaging. DFN/QFN package families are available in Halogen-free mold compounds and we are qualifying and converting other packages. PARTNERSHIPS: ON Semiconductor belongs to a number of organizations and initiatives focused on technological advances in sustainable energy, power conservation and corporate responsibility. These include membership in the Electronic Industry Citizenship Coalition's (EICC) including their Environmental Sustainability and Conflict Minerals groups; the Semiconductor Research Corp’s (SRC) global Energy Research Initiative (ERI); Europe’s Energy for a Green Society ENIAC JU project, and membership in Power Sources Manufacturers Association (PSMA) and the China Power Supply Society. 12 @onsemi www.onsemi.com
  • 13.
    Focus Vertical Markets 13 @onsemi www.onsemi.com
  • 14.
    Automotive Segment Leading Positions: Powertrain, Body, Infotainment, Power Supplies, In-Vehicle Networking •Rear / Exterior Lighting •Xenon/LED / Halogen Engine Control Sensors Front lighting Audio Systems •Advanced Infotainment Starter Transmission Cluster illumination & Frontlighting Alternator control Interior Lighting Systems Market Outlook Key Company Growth Drivers Customer Alignment  Automotive semiconductor growth  Advanced LED Lighting ICs forecast to be >9% year on year  Electric Power Steering, Electric  Emerging markets represent >50% Parking Brake, Park Assist ICs of global vehicle sales  Start-Stop ICs (uHybrid)  Fuel economy, safety, convenience  SMPS, Motor Driver ICs, IPMs and infotainment drive growth  Angular, Pressure and Position  HEVs / EVs drive ~5X higher Sensor Interface ICs semiconductor content per vehicle  LIN, CAN, FlexRay Transceivers in Powertrain electronics  MOSFETs, IGBTs, Protection 14 @onsemi www.onsemi.com
  • 15.
    Computing Segment Leading Positions: CPU and Graphics Power, MOSFETs, Protection, Power Supplies Desktop PC Channel Motherboard Notebook Entry Level Servers AIO Computer Graphics Card Ultrabook Market Outlook Key Company Growth Drivers Customer Alignment  Mature market slowed by macro  Vcore DC-DC PWM ICs (#1) economics and alternative  HFVR for Ultrabooks consumer devices (tablets, etc)  Low Cap ESD for High Speed Serial  Emerging markets driving Interfaces (USB 3.0, HDMI) (#1) category growth  DC-DC ICs for System / Memory  Windows 8 and Ultrabooks Rails and POL in Servers expected to stimulate demand  AC-DC ICs for Power Adapters in Computing (#1) 15 @onsemi www.onsemi.com
  • 16.
    Communications Segment Leading Positions: Optical Imaging, Power Supplies, Protection, MOSFETs Tablet Customer Premise Equipment Smartphone Enterprise Routers Base Station Market Outlook Key Company Growth Drivers Customer Alignment  Ubiquitous connectivity  Auto Focus and Optical Image  “The Cloud” enables seamless Stabilization for cameras content across disparate devices  Low Cap ESD Protection (#1) and  Smartphones, Tablets and 4G Common Mode Filters Network deployment drive growth  Battery Protection, Load and  Economic uncertainty dampens Switch MOSFETS near-term carrier investments  AC-DC and DC-DC Power ICs  Battery Charger Ics  Clock & Timing ICs 16 @onsemi www.onsemi.com
  • 17.
    Consumer Segment Leading Positions: Inverter IPM, Power Supplies, Protection, Optical Imaging Protection Power Power Management Backlighting Touch Supplies and Interface Inverters Battery Management LCD Display Power Motor Drive Smart Grid AMOLED Display Supplies and Control Connectivity Lens Control Market Outlook Key Company Growth Drivers Customer Alignment  TV market has matured and OEM  Inverter IPMs for Appliance Motors consolidation continues and Fans (#2)  “Smart”, “Connected” devices are  LED Backlighting and AMOLED changing the way consumers Display ICs access content  AC-DC Power Supply ICs  Global focus on improving energy  Low Cap ESD for High Speed Serial efficiency in appliances and TVs Interfaces (USB 3.0, HDMI) (#1)  Expect Flat Panel TVs to migrate  Battery Charger ICs, MOSFETs from LED to AMOLED displays 17 @onsemi www.onsemi.com
  • 18.
    Industrial / Medical/ Mil-Aero Segment Leading Positions: Power Supplies, Sensors, Circuit Protection, Medical Devices, LED Lighting Ingestible Diagnostics Blood Glucose Hearing Aid and Heart Rate SOC Monitors LED Lighting Market Outlook Key Company Growth Drivers Customer Alignment  Energy and environmental  IPMs for Industrial Motor Control legislation drive “smart grid” and and Power Supplies LED Lighting adoption  Circuit Breaker ICs with Self-Test  Semiconductor content rapidly and Built-In Diagnostics increasing in building automation  Sensor ICs (Image, Light,  Transition to Mobile Health drives Occupancy, Smoke, etc) growth in medical devices  Motor Driver and LED Driver ICs  Cenidor ARM-based SOC and ingestible diagnostic ICs 18 @onsemi www.onsemi.com
  • 19.
    LED Lighting Mobile LCD Backlighting Automotive Architectural General Signage 19 @onsemi www.onsemi.com
  • 20.
    Smart Grid Distribution Field Area Network Generation Smart Metering Communication Home Area Network 20 @onsemi www.onsemi.com
  • 21.
    Thank You. 21 @onsemi www.onsemi.com