Company Presentation – September 2012 Contents Company Overview Enpirion Technology Enablers of High Density PowerSoC Featured Products Back-up Product Quality/Reliability Supply Chain Summary Key Contract Manufacturers Currently Supported PowerSoC Differentiation: Quantifying Ease of Design Proprietary and Confidential |2| PowerSoC Highly Integrated Power System-On-Chip Target Markets Integrated: - Power FETs - PWM Controller - Compensation Circuit - Inductor Enterprise • • • • <=15V DC-DC switching regulators 300mA to 15A standard product & ASSP www.enpirion.com Storage/SSD Hardware/Power Designer Challenges Test & Measurement Embedded/ Industrial Optical Networking PowerSoC Benefits Increasing # of power rails More function in smaller form factors Noise sensitivity & lower power budgets Time-to-market Pressures; fewer resources While improving Cost & Reliability! Proprietary and Confidential Telecom |3| High efficiency, smallest size Excellent noise/transient performance Simple, low risk power design Highest reliability, fewest components Enpirion: Focused on “Power Done Right!” The Leader of Integrated Power IC Solutions driving the miniaturization of DC-DC power systems The only semiconductor company with all key enabling analog power technologies Broad patent & IP portfolio - 45 issued + 25 pending Private fab-less semiconductor company since 2001 Our products lead the discrete-to-integrated transition in the multi-billion dollar power IC market Growing 7 times faster than the power IC market Fabrication Our Power, Your Innovation Our power enables customers to maximize innovation without compromise. Smallest, coolest, fastest, easiest, most reliable integrated power IC solutions Proprietary and Confidential R&D |4| Sales & Support Test & Assembly Broad Market Demand for Uncompromised Power Enterprise Telecom Network Router Backhaul Server Optical Transport Storage Array Wireless Access Cloud Computing Increased density; uncompromised efficiency Smart Phones, IPTV, Tablets Increased density; uncompromised reliability Highest Power Density Combined with High Efficiency Low Thermals, Noise, Ripple Fast TTM Affordable Reliability Industrial Controllers Test & Measurement Embedded Computing Solid State Drives Automation & monitoring sophistication, many SKUs Increased density; uncompromised TTM & noise Proprietary & Confidential Storage Memory capacity, I/O speed, & Reliability Increased density; uncompromised TTM |5| Target Markets & Our Value Proposition Markets Key Applications Enterprise Servers NIC cards Storage Controllers Office Automation Embedded, Industrial Telecom Storage Key Customers Embedded Computing, Test & Measurement Revenue Small Footprint Energy Efficiency Performance Reliability 26% Ease of Use Small Footprint Reliability DSL/GPON CPE, MSAN & Gateways Cellular Base Stations Solid State Drives USB 3.0 Pen Drives Secure USB sticks Proprietary and Confidential Value Proposition |6| 21% Reliability Small Footprint Energy Efficiency 12% Small Footprint Ease of Design Reliability 25% Key Enablers of High Density PowerSoC High Frequency IC Technology 3 Focused Technology Developments Power Packaging & Construction Magnetics Engineering DC-DC System Engineering Proprietary and Confidential |7| Delay Box Enpirion’s Power Technology Roadmap 2004-2010 2011 2012 2014 10V 0.25um CMOS w/ LDMOS (up to 20MHz ) 20V 0.18um CMOS w/ LDMOS (up to 15MHz ) Semiconductor Process 40V 0.18um LDMOS (up to 10MHz ) Magnetics Wire Copper on Wound Ferrite SMT Chip Open Bar Closed Bar Alloy on Silicon Copper on Alloy Hybrid Cores Inductor On Silicon Gen 6 Bumped Die RDL Gen 7 Monolithic Chip Scale Packaging Gen 1 Gen 2 Laminate Leadframe Proprietary and Confidential Gen 3 Stacked Gen 4 Clips |8| Gen 5 Spiral Enpirion FET Technology = Efficiency + High Density 90% 90% 80% 80% 60% 100% 90% Line 90% >90% Efficiency Efficiency (%) 100% Efficiency (%) Efficiency (%) 100% 70% Efficiency vs. Load Current @ Vin=12.0V Efficiency vs. Load Current @ Vin=5.0V Efficiency vs. Load Current @ Vin=3.3V 70% 60% 50% 50% Vout= 1.8V 40% 2 3 4 5 6 7 Load Current (A) 6V, 0.25u LDMOS 60% Vout= 1.8V 40% 1 70% 50% Vout= 1.8V 0 80% 8 40% 0 1 2 3 4 5 6 7 Load Current (A) 6V, 0.25u LDMOS 8 0 1 2 3 4 5 Load (A) 6 7 12V, 0.18u LDMOS State of the art products built with industry’s fastest performing power FET technology Proprietary and Confidential |9| 8 Enpirion PowerSoC = Uncompromised Power PowerSoC Enpirion 75 mm2 1.85 mm height 94% @ Peak Modules/PSiP Competitor A Competitor B 4-6x larger area 2.5x taller 94% @ Peak 4-5x larger area 1.25x taller 92% @ Peak Discrete Regulators Competitor C 7x larger area 2x taller 96.5% @ Peak Highest Density without Compromising Performance, Reliability, Cost Proprietary and Confidential | 10 | Enpirion PowerSoC Uncompromised Power Smallest Solution Footprint • 50 to 80% size reduction; very low profile Increased Reliability; Lower Total Cost • Fully simulated/characterized/validated/production tested power system • >35,700 years MTBF (10x improvement); FIT 3.2 • True Industrial-rated; No de-rate, heat sink, airflow • Fewer components/Higher assembly yield High Performance + Low Noise • • • • Very High Efficiency: up to 97% Low EMI & Conducted noise (10dB margin) Up to 95% less ripple Secondary filtering not required Ease-of-use • • • • Simple Design Flow; nearly 100% 1st pass success 45% fewer Design steps Significantly less exposure to design iteration Fully-validated PCB files Proprietary and Confidential | 11 | FEATURED PRODUCTS Proprietary and Confidential | 12 | Select Featured Products – 5V Part Number Description Package Size (mm) L W H Solution Size Est. (mm2) Device Capacity 5V Input PowerSoC Product Offering EP5348QI Ultra-Small Power SoC, 8MHz, "LDO Killer" 2.00 1.75 0.90 20 EP5357xUI 5MHz PowerSoC, VID, "light load mode" 2.50 2.25 1.10 20 0.6A EP5358xUI 5MHz PowerSoC, VID 2.50 2.25 1.10 20 0.6A EP53A7xQI 5MHz PowerSoC, VID, "light load mode" 3.00 3.00 1.10 21 1.0A EP53A8xQI 5MHz PowerSoC, VID 3.00 3.00 1.10 21 1.0A EN5311QI 4MHz PowerSoC, VID 4.00 5.00 1.10 40 1.0A EP53F8QI 4MHz PowerSoC, VID 3.00 3.00 1.10 40 EN5322QI 4MHz PowerSoC, VID 4.00 6.00 1.10 60 EN5337QI 5MHz PowerSoC 4.00 7.00 1.85 75 3.0A EN5339QI Low Profile 4.00 6.00 1.10 60 3.0A EN6337QI "High Efficiency" PowerSoC 4.00 7.00 1.85 75 3.0A EN6347QI "High Efficiency" PowerSoC 4.00 7.00 1.85 75 EN5364QI 4MHz PowerSoC 8.00 11.00 1.85 160 6.0A EN5367QI Low Cost 6A 5.50 10.00 3.00 160 6.0A EN6360QI "High Efficiency" PowerSoC 8.00 11.00 3.00 195 EN5394QI 4MHz PowerSoC 8.00 11.00 1.85 190 EN63A0QI "High Efficiency" PowerSoC 10.00 11.00 3.00 227 Proprietary and Confidential | 13 | 0.4A 1.5A 2.0A 4.0A 8.0A 9.0A 12A Select Featured Products – 12V Part Number Description Package Size (mm) L W H Solution Size Est. (mm2) Device Capacity 12V Input PowerSoC Product Offering EN2340QI 4A PowerSoC 8.00 11.00 3.00 191 EN2360QI 6A PowerSoC 8.00 11.00 3.00 191 EN2390QI 9A PowerSoC 10.00 11.00 3.00 235 EN23F0QI 15A PowerSoC 12.00 13.00 3.00 308 Proprietary and Confidential | 14 | 4.0A 6.0A 9.0A 15A Select Featured Products – Application Specific Package Size (mm) Part Number Description L W H Solution Size Est. (mm2) Device Capacity DDR VTT PowerSoC Product Offering EV1320 DDR VTT, Low Vin Power SoC Solution 3.00 3.00 0.55 40 EV1340 DDR VTT, Low Vin Power SoC Solution 10.00 5.50 3.00 125 EV1380 DDR VTT, Low Vin Power SoC Solution 11.00 8.00 3.00 200 Part Number 2A 5A 8A Package Size (mm) Description L W H Solution Size Est. (mm2) Samples Production Release 0.90 25 1Q13 4Q13 Current Monitoring and Protection EQC1241 4 Channel Current Monitor, I2C I/F, programmable sense amp gain Note: Availability dates for yet to be released products subject to change. Proprietary and Confidential | 15 | 5.00 5.00 EV1320 High Efficiency 2A VTT Converter DDR Memory Termination | 16 | Specifications: Sources/Sink up to 2A VDDQ Input Voltage Range: 0.95V – 1.8V Output Voltage = ½ VDDQ; tracks VDDQ 40 mm2 total solution size 100 98 96 94 Features 92 90 VDDQ=1.8V 88 VDDQ=1.5V 86 VDDQ=1.35 84 VDDQ=1.2V 82 80 0 0.25 0.5 Proprietary and Confidential 0.75 1 1.25 1.5 1.75 2 | 16 | Solution complies with JEDEC for DDR2/3/4 Ultra high 96% peak efficiency Parallel up to 4 devices for 8A VTT load High reliability; 4.1 FITs; 28,200 years MTBF EV1320 Competitive Comparison: Uncompromised Power! DDR Memory Termination (VTT) Power Options Linear Regulator Enpirion EV1320 Converter Switching regulator Solution Size (mm2) ~88 40 ~200 - 300 Efficiency @ Peak (%) 50 96 88 to 92 Power Loss @ 2A (W) 1.8 0.08 ~0.2 Relative Power Loss at 2A 24x x ~2.6x =>1x 1x >2x Published Price @ 1K Nearly 2x efficiency of a VTT LDO in a smaller footprint and =< cost Proprietary and Confidential | 17 | Tiny 400mA DCDC 2x1.75x0.9 0603 cap 4.4mm 0603 cap 4.4mm 0201 0201 Specifications: • 400mA Minimum Output Current • Input Voltage Range: 2.4V – 5.5V • Output Voltage Range: 0.6V – (VIN-0.2V) • Output Voltage Programming • Tiny, 14-pin QFN Package • Solution Footprint: 20mm2 0201 EP5348UI Features: • 66mW/mm2 Solution Power Density • Compatible with Noise Sensitive RF • Over-current Protection • Thermal Protection: 150C/15C • Under-voltage Lock-Out 2mm x 1¾mm x 0.9 mm QFN Proprietary and Confidential | 18 | EN5339QI 3A Low Profile DCDC Specifications: • Input Voltage: 2.4V – 5.5V • Output Voltage: 0.8V – 3.3V • 3% accuracy over Line, Load, and Temp • VOUT Programming • 3A Continuous Output Current Solution Footprint: 60mm2 Features: • Pin Compatible with EN5322QI • High Efficiency; 95% Peak • Very Low Ripple • Over-current Protection: 5A Typical • Thermal Protection: 155C/15C • Under-voltage Lock-Out • Enable and POK • 4 mm x 6 mm x 1.1 mm QFN Package Proprietary and Confidential | 19 | EN6337(3A) / 47(4A) DC-DC w/ LLM Specifications: POK VOUT VOUT VIN PVIN AVIN • Input Voltage Range: 2.375V – 6.6V 22F 47F • Output Voltage Range: 0.75V – (VIN-0.5V) SS XFB • 2% Output Accuracy (line, load, temp) AGND PGND 15 nF • Minimum Output Current • 3A – EN6337QI (@2MHz) • 4A – EN6347QI (@3MHz) Features: • Solution Footprint: 75 mm2 • 95% peak efficiency • Low Ripple • Over-current Protection • Under-voltage Lock-Out • Light Load Mode • Enable and POK • Directly interchangeable with EN5337QI • Sync to External Clock 4mm x 7mm x 1.85 mm QFN Proprietary and Confidential | 20 | EN5367QI “Cost Optimized” 6A DCDC VOUT Specifications: • Input Voltage Range: 2.5V – 5.5V • Output Voltage Range: 0.6V – (VIN-VDO) • 3% Output Accuracy (line, load, temp) • Resistor Divider VOUT Programming • 6A Minimum Output Current • Solution Footprint: 160mm2 PVIN 10Ω 47F 1206 47nF 0805 ENA AVIN PGND EN5367QI VIN VOUT RA CA VFB SS AGND 0.1µF SYNC CSS Features: • High efficiency up to 93% • Low Ripple • Excellent Transient Recovery • Programmable Soft start • Over-current Protection • Under-voltage Lock-Out • Enable and POK • Sync to External Clock 10mm x 5.5mm x 3.0 mm QFN Proprietary and Confidential | 21 | 47F 1206 PGND RB Proprietary and Confidential | 22 | EN2300 12V Product Family Overview EN2340QI EN2360QI EN2390QI EN23F0QI Max. Load (A) 4 6 9 15 Input Voltage 4.5 to 14 Output Voltage 0.75 to 5 0.60 to 5 0.60 to 5 0.60 to 3.3 Package Size (mm) 8 x 11 x 3 8 x 11 x 3 10 x 11 x 3 12 x 13 x 3 Solution area (mm2) 191 191 235 308 Proprietary and Confidential | 23 | EN2300 Family Features Common Features Integrated inductor, MOSFETs, Controller Efficiency up to 94% 2% Voltage Output Accuracy (line, load, temp) Input Voltage Range: 4.5V – 14V Resistor Divider Vout Programming Operating temperature range: -40oC to 85oC without airflow/lead de-rating Excellent total AC + DC regulation Frequency Synchronization (External Clock) Output Enable Pin and POK Signal Programmable soft start Protections: programmable over-current, UVLO, thermal Scalability Features EN2340 and EN2360 are pin compatible EN23F0 may be paralleled – up to 4 devices, 60A (see next page) Proprietary and Confidential | 24 | EN23F0 Parallel Operation GND S_OUT EN6360QI EN23F0QI MASTER VOUT VOUT VIN M/S VIN 1.0V at 14A VFB Feedback & Compensation 5.0V GND S_IN EN23F0QI EN6360QI SLAVE VOUT VIN M/S REXT VFB OPEN 51.1k Up to 4x 15A EN23F0 devices can be paralleled for high load applications Proprietary and Confidential | 25 | EN2300 Competitive Comparison 12V DC-DC POL Power DC-DC Alternatives (@ 15A) 12V DC-DC Discrete Regulator Modules/ PSiP Enpirion PowerSoC Solution Size (mm2) >650 500 308 Solution Height (mm) 8 >4 3 Efficiency @ Peak (%) 95 92 94 Ripple (mVp-p) 24 15 15 # of Components >30 16 16 Estimated Solution Cost @ 1K 0.8x 2x 1x >2x Space Savings with Low Noise, Low Total Cost without compromising Efficiency, Ease of Design and Reliability Proprietary and Confidential | 26 | Got Footprint, Performance, Reliability Challenges? DDR Non-Volatile DIMM PCIe RAID Controller + SSD ‘s PCIe Quad NIC Server Blade AV Receiver Atom PCIe server board PCIe Security Processor Enterprise SSD Notebook SSD Get Power Done Right - Enpirion PowerSoC! Intel Atom Module USB Cellular Data Card USB3.0 SSD Embedded PC Module Digital Receiver Compact PCI DSP Card Proprietary and Confidential | 27 | Back-up Enpirion Power SoC has High Reliability Enpirion fully characterizes the integrated inductor/regulator pair This removes significant risk from the power supply design Enpirion Power SoC undergoes IC level testing FIT rate = 3.2 @ 55 degrees C, 0.7eV activation energy, 60% confidence level, based on HTOL data collected to date MTBF ~ 35,700 years (312.5M hours) Proprietary and Confidential | 29 | Quality, Reliability & Environmental Management System Enpirion deploys a Total Quality Management System ISO 9001:2000 Certified Sony Green Partners Enpirion utilizes a proven fabless model with world-class global suppliers: ISO 9001/ TS16949 Certified ISO14001 Certified and RoHS Compliant Sony Green Partners Enpirion PowerSoCs maintain high reliability System level performance with IC Level Reliability Product design and qualification based on established industry standards & practices (JEDEC, JESD,…) FIT rate = 3.2 (MTBF ≈ 35,700 years) Long Term Reliability ensured by Manufacturing Process Controls and Long Term Reliability Monitoring Enpirion Environmental Management System includes: Follows ISO14001 Principles Sony Green Partner Certified RoHS (EU Directive 2002/96/EC) WEEE (Directive 2202/96/EC) Lead Free assembly compatible, 10sec/260°C reflow profile JIG101 PFOS/PFOA Ban (EU Directive 2006/122/EC) Halogen Free (Bromine + Chlorine) Sony SS-00259 Proprietary and Confidential | 30 | Customer Quality Issues & Failure Analysis Failure Mode Analysis Flow • Device Analysis Request Form • Problem Report Number Assigned Customer Request • Component Supplier / Manufacturing Subcontractor • Automated Tester Failure Report Final Response < 15 days Receipt of Failure • Failure Analysis and Corrective Action Failure Verification Initial Response < 2 days • Manual Tester • Hot / Cold / THB Environmental Chambers • Visual Inspection Internal Analysis • Decapsulation • Cross Section / Delayering Non-destructive Testing • Analytical (SEM, Auger, FIB etc.) • C-SAM Analysis • Optical Inspection • Optical Inspection • Active Circuit Probe Proprietary and Confidential • X-ray Radiography • Curve Trace Subcontracted Services | 31 | Supply Chain Summary Enpirion utilizes a Fabless semiconductor manufacturing model Finished wafers are procured from wafer fabrication facilities in Korea Final products are assembled, tested, and drop shipped from factories in Asia Order entry, planning, scheduling, shipment release occur in the USA IC Controller CMOS 8” Wafers IC Controller Wafer Test Korea Malaysia, Taiwan, Thailand Assembly Module Package Test Module Package Malaysia, Taiwan, Thailand Malaysia, Taiwan, Thailand Strategic Die Bank Strategic Inventory 7 weeks Proprietary and Confidential Inductors Finished Goods & Shipping Japan/Taiwan Drop ship 3 weeks 1 week | 32 | 1 week Lead Time 12 Weeks Key Contract Manufacturers Currently Supported >75 CM/ODM relationships Benchmark Electronics Celestica Flextronics Foxconn Technology Group Jabil Circuit Plexus Corp. Sanmina-SCI Corp. Quanta Zinwell Proprietary and Confidential | 33 | QUANTIFIED EASE-OF-DESIGN Proprietary and Confidential | 34 | Design Flow Comparison: 3 DC-DC Topologies Common Pre-Design Steps (6) Detailed Design Steps ~6 >18 Steps ~14 Steps steps Enpirion PowerSoC Design Flow (~12) DC-DC Regulator Design Flow (~20) Delay Traditional Discrete Design Flow (>24 steps) Enpirion PowerSoC = Faster Design Time & High Probability of 1st Pass Success Proprietary and Confidential | 35 | Enpirion PowerSoC Simplied Design Steps Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 • Review PowerSoC Specifications vs. Identified Requirements • Select Device • Select Components using Datasheet: Cin, Cout, Small Signal Components • Accommodate for Load Change/Scope Creep • PCB Design Using Validated /Guaranteed Design Files • Prototype Testing At least 40% fewer steps (i.e. 8 less) Significantly (~1/3) lower exposure to design iteration Proprietary and Confidential | 36 | Quantitative Comparison of PowerSoC vs. DC-DC Regulator Design Effort Source Darnell Group * Sized for 1 DC-DC power rail PwrSoC/PSiP reduces complexity & significantly improves time to market by 45%! Proprietary and Confidential | 37 |