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a network of semiconductor technology
Page 2
Agenda
• Company Snapshot
• Recent Highlights
• Company Strategy
• Overview of Products
• Overview of Competition
• Overview of Markets
• Overview of Customers
• Microsemi’s Future Focus
Page 3
Look where we are going...
PDAs
Tablets
Mobile Phones
Mobile Radios
Digital Cameras
Notebook Computers
Display Drivers• CCFL Control ICs for
Color Displays
Audio Amplifiers• Class D Audio ICs
Power Management• LDOs for Battery
Powered Appliances• Switchers
Power/Signal Conditioning• Powermite Packages• All Discrete Technologies
Transient Protection• Low Ct TVS Arrays for IC and
Data Port protection
Mobile RF Components• InGaP Power Amplifiers• EPSM/MMSM Packages• Discretes: Diodes and Transistors,• 900MHz RF power Transistors
Page 4
Snapshot•Company
– ~$250 million, 30+ design engineers, 5 PhD, capacityto grow to $450 million
•Products– Analog/mixed signal IC’s and Discrete components
•Applications– Power Management, Transient Protection, Power
Conditioning, and RF/Microwave
•Markets– Handheld Connectivity Devices, Computing,
Telecommunications, Satellite/Space, Military,Industrial and Implantable Medical
Page 5
Recent Highlights
•Acquisitions/Mergers/Start Ups– April 99 - Linfinity Microelectronics
• Power Management of Light, Sound, and Power
– June 99 - L3/Narda Microwave• RF discretes for Communication Equipment
– August 99 - Micro Power Products• Low Power Mixed Signal ASICs for Battery Powered Apps
– February 00 - Infinesse HBT Products Group• InGaP and SiGe Power Amplifiers for mobile comm
Page 6
Recent Highlights (Continued)
•Alliances– January 99 - Advanced Power Technology
• MOSFETS, IGBTs for Medical Applications
– Oct/Nov 00 - Sterling Semi• SiC Discrete devices for High Speed, High Temp applications
– December 00 - Motorola (On Semi)• Transfer of bipolar RF Mobile Radio products
– January 00 - Harris (Intersil)• Transfer of portion of Power MOSFET Line
Page 7
Philosophy
•Serve “niche” markets focusing on:– high growth end-markets (telecom, computing, industrial)
– high value end-markets (military, space, medical)
•Have an active design program to develop a constantstream of new products targeted at specific endapplications (translates to increased R&D spending).
– Product Funnels– “Must Have” Design Philosophy
Page 8
Products Categories
Commercial Hi-Rel Commercial Hi-RelBacklight Control ICs Pulse Width Modulator TVS TVS
Audio ICs Linear Regulators TVSArrays ZenersPulse Width Modulator Rad Hard ICs Zeners Current Limiters
Linear Regulators App Specific Modules Current Limiters Lightning ProtectionLDO Regulators Medical ASICs Thyristor Surge Protection Undersea Cable ProtectionSCSI Terminators
Pentium Power Switchers
Commercial Hi-Rel Commercial Hi-RelPowermite Products Diodes InGaP Power Amplifiers BiPolar RF Transistors
Diodes Rectifiers EPSM/MMSM Packages PIN DiodesRectifiers Schottkys BiPolar RF Transistors VaractorsSchottkys Solar Panel Diodes PIN Diodes RF Schottkys
Signal Diodes Germanium VaractorsMOSFETs MOSFETs RF SchottkysTransistors BiPolar Transistors LDMOS
Triacs SCRs
Power Management ICs and Modules Transient Suppression Products
Power Conditioning Products RF/Microwave Products
Page 9
Power Management
Commercial Hi-Rel Commercial Hi-RelBacklight Control ICs Pulse Width Modulator TVS TVS
Audio ICs Linear Regulators TVSArrays ZenersPulse Width Modulator Rad Hard ICs Zeners Current Limiters
Linear Regulators App Specific Modules Current Limiters Lightning ProtectionLDO Regulators Medical ASICs Thyristor Surge Protection Undersea Cable ProtectionSCSI Terminators
Pentium Power Switchers
Commercial Hi-Rel Commercial Hi-RelPowermite Products Diodes InGaP Power Amplifiers BiPolar RF Transistors
Diodes Rectifiers EPSM/MMSM Packages PIN DiodesRectifiers Schottkys BiPolar RF Transistors VaractorsSchottkys Solar Panel Diodes PIN Diodes RF Schottkys
Signal Diodes Germanium VaractorsMOSFETs MOSFETs RF SchottkysTransistors BiPolar Transistors LDMOS
Triacs SCRs
Power Management ICs and Modules Transient Suppression Products
Power Conditioning Products RF/Microwave Products
Page 10
RangeMAX Backlight Control ICs
• >>What is RangeMAX?– RangeMAX is Microsemi’s patented high
efficiency Direct Drive Digital ControlTechnology for driving Cold CathodeFlourescent Lamps (CCFL) for portablecomputing and automotive displayapplications.
– Our patented technology offers full range100:1 dimming, versus “competitive”3:1 products
– The RangeMAX topology also eliminatesseveral components required to drive highvoltage lamps thus reducing cost.
• Applications– Palm computers, Notebooks, Automotive
Displays, Digital Cameras, Pads, Tablets
New Developments• PDA LXM Modules
– 1-2Watt
– Highestefficiency onthe market
• LX1615 Tablet Module
– 4 Watt
– Kit or Module
More info:http://www.rangemax.com
Page 11
RangeMAX Solves Problems
• Personal Digital Assistant -Efficiency, Size
• Web Pad/Tablet -Efficiency, Input Voltage
• Smart Phones -Efficiency, Size, Noise
• Fish Finder -Efficiency, Dimming
• “Auto PC” -Dimming, Temp Range
• Diagnostics/Medical Instrumentation -Efficiency, Dimming
Page 12
LCD40%
Other21%
Power Supply20%
Graphics Sys10%
CPU & Cache9%
LCD71%
Other5%
I/O System2%
Power Supply16%
Audio1%
System Mem2%
CPU & Cache3%
NoteBook PDA
Why RangeMAX for Handhelds?
Page 13
Color Palm Power Analysis
• Microsemi was able to improve the backlight efficiency by28% over their other solutions.
• The brightness range of the Palm is 6 nits to 180 nits (30:1brightness ratio)
• Power consumption is 0.21 Watts to 1.4 Watts (min to max)
• RangeMAX allowed a minimum power level of 0.21 Wattswhere standard inverter technology will allow 0.35 Watts (40%reduction in power at lowest level)
• RangeMAX will allow 2 nits of 0.07 Watts minimum if PALMdecided to offer
• The Backlight consumes approximately 90% of the total powerin this product. % Savings therefore almost flow directly to thebottom line in “play time”
Page 14
Power Management ICs
• What functions areProvided
– CMOS Low DropoutRegulators providinghigh accuracy, ultra lowground current and fastresponse in a very smallfootprint.
• Applications– CMOS efficiency for
Battery operatedappliances with minimalquiescient current whenin shut down mode
New Developments• LX82 Family LDOs
– 20-100mA
– 125mV Dropout
– Shut downcurrent < 1uA
– SOT-23 5 Lead
Page 15
High Power Class D Audio ICs• Key Benefits
– High efficiency, Low heat dissipation, SmallSize
• High Power (>10Watts up to 50 Watts)– LX1720 is a Switching Class-D Stereo Power
Amplifier Controller IC ideal for multimedia andautomotive applications
• >10WRMS Across 8W/Channel (20WRMSstereo)
• Power Limited By External FETs (SupplyVoltage)
• High Efficiency (>85%). Due To HighEfficiency, Power FETs Do Not RequireHeatsinking
• Audio Bandwidth Of 20Hz to 20kHz
New Developments• LX1710 Mono
– > 50 Watts
– > 90% efficiency
– -90dbm• Revised Stereo Chip
– > 50 Watts
– > 90% efficiency
– -90dbm
– available Q2-00
Page 16
• Microsemi’s design center in Carlsbad, CA
• Over 100 man years experience in lowpower efficient class D amplifiers forhearing aid applications
• Extending hearing aid product line tomultimedia handhelds where efficiency isneeded.
– Developing 16 Bit Class D Audio IC formobile applications (1.1 V, on ChipSwitches, low distortion- 120dbm)
Low Power Class D Audio ICs
Page 17
Transient Suppression
Commercial Hi-Rel Commercial Hi-RelBacklight Control ICs Pulse Width Modulator TVS TVS
Audio ICs Linear Regulators TVSArrays ZenersPulse Width Modulator Rad Hard ICs Zeners Current Limiters
Linear Regulators App Specific Modules Current Limiters Lightning ProtectionLDO Regulators Medical ASICs Thyristor Surge Protection Undersea Cable ProtectionSCSI Terminators
Pentium Power Switchers
Commercial Hi-Rel Commercial Hi-RelPowermite Products Diodes InGaP Power Amplifiers BiPolar RF Transistors
Diodes Rectifiers EPSM/MMSM Packages PIN DiodesRectifiers Schottkys BiPolar RF Transistors VaractorsSchottkys Solar Panel Diodes PIN Diodes RF Schottkys
Signal Diodes Germanium VaractorsMOSFETs MOSFETs RF SchottkysTransistors BiPolar Transistors LDMOS
Triacs SCRs
Power Management ICs and Modules Transient Suppression Products
Power Conditioning Products RF/Microwave Products
Page 18
Transient Protection Products
• What is Transient Protection?– Protection against Electro Static Discharge
(ESD), Electrical Fast Transients (EFT),induced Lightning
• What does Microsemi offer?– Complete line of of devices for portable
applications
• What sets us apart?– Microsemi has the lowest capacitance of
any TVS on the market (less than 3pF/line)
• Applications– Data port (USB) and IC protection
New Developments• USB04/504 Series
– TVS
– 300W/500W
– SOT-143
• USB08/508 Series– TVS
– 300W/500W
– SOIC-8
More info:http://www.microsemi.com/TVS
Page 19
USB Protection Devices
More info:http://www.microsemi.com/TVS
Page 20
Implantable Medical Protection
• Unique solutions for protecting Implantable Pacemakers andDefibrillators from external defibrillation
– Transient Protection IC Solutions
– NEW MOSFET solutions through our joint venture with AdvancedPower Technology
Page 21
Optical Fibre Submarine Systems
• Microsemi provides Protection Devices for Lightning Surges
• Provide high voltage diodes for rectification of high voltage lines
• Opto Couplers for Channel Isolation
• Developing InGaAsP Detectors for supervisory circuits
Page 22
Power Conditioning
Commercial Hi-Rel Commercial Hi-RelBacklight Control ICs Pulse Width Modulator TVS TVS
Audio ICs Linear Regulators TVSArrays ZenersPulse Width Modulator Rad Hard ICs Zeners Current Limiters
Linear Regulators App Specific Modules Current Limiters Lightning ProtectionLDO Regulators Medical ASICs Thyristor Surge Protection Undersea Cable ProtectionSCSI Terminators
Pentium Power Switchers
Commercial Hi-Rel Commercial Hi-RelPowermite Products Diodes InGaP Power Amplifiers BiPolar RF Transistors
Diodes Rectifiers EPSM/MMSM Packages PIN DiodesRectifiers Schottkys BiPolar RF Transistors VaractorsSchottkys Solar Panel Diodes PIN Diodes RF Schottkys
Signal Diodes Germanium VaractorsMOSFETs MOSFETs RF SchottkysTransistors BiPolar Transistors LDMOS
Triacs SCRs
Power Management ICs and Modules Transient Suppression Products
Power Conditioning Products RF/Microwave Products
Page 23
Powermite® Products• What is Powermite?
– An ultra low profile semiconductor packagewhich boasts 3 times the power handlingcapability of most competitive products
• Microsemi Growth– Microsemi has invested in equipment to
manufacture over 200 million units per year.Microsemi has developed the next generationPowermite products for lower profile
and 3 leaded products
• Licensing– On Semi (Motorola) is licensee of Powermite
• Applications– The product of choice for battery charging
protection in multi-function/mode mobilephones where 1-2 Amps is required
New Developments• Powermite Lite
– 0.8mm high, 0.5 A
– Lower cost for PCS
• Powermite 3– 3 Terminal
– FETKYs (20Volt)
– FET(30,40,500,1KV)
• Gigamite– 2 & 3 Terminal
– up to 5.7 GHz
More info:http://www.microsemi.com/powermite
Page 24
Satellite Battery Bypass
• For protecting battery strings from faultycells.
• Designed for Zero-Gravity atmosphere
• Unique patented pressure system guaranteesfaulty cell termination.
• Zero Dissipative concept is ideal for Satelliteapplications where lack of atmosphereprevents heat dissipation. Allows designersto eliminate cooling units.
Page 25
RF and Microwave
Commercial Hi-Rel Commercial Hi-RelBacklight Control ICs Pulse Width Modulator TVS TVS
Audio ICs Linear Regulators TVSArrays ZenersPulse Width Modulator Rad Hard ICs Zeners Current Limiters
Linear Regulators App Specific Modules Current Limiters Lightning ProtectionLDO Regulators Medical ASICs Thyristor Surge Protection Undersea Cable ProtectionSCSI Terminators
Pentium Power Switchers
Commercial Hi-Rel Commercial Hi-RelPowermite Products Diodes InGaP Power Amplifiers BiPolar RF Transistors
Diodes Rectifiers EPSM/MMSM Packages PIN DiodesRectifiers Schottkys BiPolar RF Transistors VaractorsSchottkys Solar Panel Diodes PIN Diodes RF Schottkys
Signal Diodes Germanium VaractorsMOSFETs MOSFETs RF SchottkysTransistors BiPolar Transistors LDMOS
Triacs SCRs
Power Management ICs and Modules Transient Suppression Products
Power Conditioning Products RF/Microwave Products
Page 26
InGaP HBT Power Amplifiers
• Indium Gallium Phosphide HeteroJunction Bipolar Transistors for nextgeneration (3G) Mobile phones
• Single devices, Input/Output matchedmodules, Smart power Amplifiers
• Operating initially as fablesssemiconductor operation
– 3 Qualified Fabs– Allotting 25% capacity of Microsemi fab to
convert to GaAs
New Developments• Acquisition of Infinesse
– Design Group
– 100 man yrs ofexperience
– Founders fromTRW and Rockwell,now RFMD andConexant
– So Cal based
Page 27
InGaP HBT Roadmap Application Part No. Nominal Supply Gain P1dB/PAE Psat/PAE Noise Package Cost/100K Status Freq (MHz) (V) (dB) (dBm/%) (dBm/%) Fig. (dB) (US$/Ea)
CDMA Cellular SPA-701 800-900 3.2 29 30(acpr)/40 - 4mm MLP <2.00 In Test
Mobile TX PA
General Purpose
ISM Band
CDMA PCS SPA-702 1700-1900 3.2 29 29(acpr)/35 6-7 4mm MLP <2.00 To Final Iteration Fab
GSM Cellular SPA-901 800-900 3.2 29 35/55 - 4mm MLP <2.00 In DesignGSM PCS SPA-902 1700-1900 3.2 29 31/50 - 4mm MLP <2.00 “
LNA SLN-101 DC-3000 5.0 20 0/-- 1.8 Micro-X 1.50 To 1st Pass Chip Fab
2.4 GHz TX Amp SPA-1001 2400-2483 3.2 23 23/45-50 -- Module <1.00 1st Design in Test;
5.7 Data TX Amp SPA-1101 5725-5875 3.2 23 23/35 -- Module 2.00 In Design
Gain Block SGB-201 DC-6000 3.2 12 10/-- 12.5/-- 4-5 Micro-X 1.00 To Final Iteration FabGain Block SGB-202 DC-6000 5.0 13 15/-- 17/-- 4-5 Micro-X 1.00 “
LNA SLN-102 DC-6000 5.0 28 13.5/-- 2.7 Micro-X 1.00 To Final Iteration Fab
Driver Amp SDA-301 DC-3500 5.0 17 17/-- 19/-- 4-5 Micro-X 1.25 To Final Iteration FabDriver Amp SDA-302 DC-3500 5.0 18 20/-- 22/-- 4-5 Micro-X 1.50 “
CDMA Cellular SPA-701M 800-900 3.2 29 30(acpr)/40 - 6mm Module <4.00 In Design
CDMA PCS SPA-702M 1700-1900 3.2 29 29(acpr)/35 6-7 6mm Module < 4.00 In Design
2nd Ver in Design
Revision 1.2 (12 January 2000)
(Bluetooth/HomeRF)
(LAN, Point-to-Point)
W-CDMA (G3) SPA-801M 2000 3.2 29 29(acpr)/35 6-7 6mm Module <4.00 In Design
Page 28
Microsemi vs. Competition(InGaP HBT Comparison)
Vendor Cellular (800-900 MHz) PCS (1.7-1.9 GHz)
Conexant Systems Inc.(Previously Rockwell Semiconductor Systems)
RF Micro Devices
MicrosemiCorporation
E.g. RI 2308U D/C9911 (Korea)• Icq=75 mA; Vref=3.0 V• Pout=28 dBm; PAE=32%• Gain=27 dB• Chip-On-Carrier (8x8mm2)
• Test Data Not Available
1st Pass Design/Foundry • Icq75 mA; Vref=2.6 V• Pout=27.5 dBm; PAE 38% • Gain=26 dB• PSSOP-16 (MLP; 6x6mm2 COB)
Target Specs/Foundry • Icq<75 mA; Vref<2.8 V• Pout=30 dBm; PAE40%• Gain=26 dB• PSSOP-16 (MLP; 6x6mm2 COB)
• Test Data Not Available
Korea Sample• Icq=100-285 mA; Vref=2.8 V• Pout=28 dBm; PAE=37%• Gain=25 dB• MLP (4x4mm2)
Page 29
Optimizing SynergiesAdvanced “Smart” Power Amplifiers:
Optimized Linearity and Efficiency for CDMA Applications
“Smart” Power AmplifierAmplifier parameters aredynamically varied in accordancewith the signal requirements inorder to optimize performance.
Digital Control of DC-DC Converter
• Time varying power supply (and amp gain)• Equalize delay, frequency response of converter• Predistort RF input to overcome am-am conversion RF
Input
VREF
OutputAmp 2
Power Amp RFIC Chip
InputAmp
InputMatch
Bias/Matching Network
OutputAmp 1
PA Function (50 ž I/O)
RFOutput
VCC
DC-DC Boost Converter Chip(20-40 MHz)
Input Voltage VBATTERY
EnvelopeDetection
InputOutputVoltage
“Smart” Power Amp Module
Off-Chip Components(Inductor, Caps, Schottky Diode)
Converter Function
VREF
Output PA Switch Chip
Output PA Enable Function
Output PAEnable
OutputMatchAmp 1
OutputMatchAmp 2
0%
20%
40%
60%
0 5 10 15 20 25 30Pout (dBm)
Effi
cien
cy (%
)
Constant VDD
Dc\Dc Converter system
Probabilitydistribution
Page 30
EPSM/MMSM RF Packaging• What is EPSM?
– High density packaging technology forRF/Microwave applications up to 5.7 GHz
– Wire bonded/Glob top - ceramic substrate
– Fits SOD123 /SOD323 Footprints
– 3 Terminal version is SOT-23 footprint
• What is MMSM?– High density “package-less” technology for
low parasitic capacitances for high frequencybroadband applications up to 30 GHz
– Flip Chip/Microscopic Chip Scale package
• Applications– VCOs, Attenuators, Amplifier Protection,
Isolation Switching
New Developments• MPP42 Series
– 0.6 pF
– 2.5 Ohm Rs
– Switching• MPV Series
– 0.2 pF
– Q of 1500
– MMSM
– Wideband PCSVCO Apps
Page 31
Mobile RF Transistors
• MRF Series– Microsemi is now offering complete
MRF Series through alliance with OnSemi (Motorola)
– Popular types (MRF5812, MRF8372)
• UPP9401 and UPP1001 Series– Powermite PIN Diodes for antenna
switching
– High Power/High Density
• Applications– Mobile Radio applications
New Developments• MRF5812 Series
– 500 MHz
– 200mA
– 15.5 db
– 12 Volt supply
– SORF package
changing colors
a network of semiconductor technology
Page 33
Competition
Power Management
Transient Suppression
RF/Microwave
Power Conditioning
Semtech (SMTC)
Linear Tech (LLTC)
Alpha (AHAA)
IR (IRF)
Vishay (VSH)
General Semi (SEM)
Maxim (MXIM)
(MSCC)
RF Micro (RFMD)
Conexant (CNXT)
Anadigics (ANAD)
Celeritek (CLTK)
Page 34
Product Mix (FY 99)
16%
50%
23%
11%
Transient Protection
Power Conditioning
Power Management
RF/Microwave
Page 35
Channel Mix (Shipments for customers over $100K- Represents 80% of total shipments for Q1-2000)
63%
33%
4%
OEM
Distributor
Contract Mfg
Page 36
14%12%
12%
24%
12%
18%
8%
Industrial/Commercial•Audio Amplifiers•Welders•Lighting Ballast•Instrumentation•Power Supplies•Electric Vehicles
Medical•Heart Pacers/ Defibrillators•Drug Infusion Devices•Hearing Aids•MRI Equipment
Satellites•Satellites•Solar Panels•Battery Protection•Telecommunications
Telecommunications•Base Stations/Amplifiers•Cable Modems•Set-Top Boxes•Battery Chargers
Computer/Peripherals•Notebooks/PDAs•CCFL Displays•Modems•Network/PCMCIA Cards•Digital Still Cameras
Military/Aerospace•Avionics Systems•Sonar/Torpedo Systems•Missile Systems•Radar•Telecommunications
OEM Market Mix(Shipments to top 100 OEM customers-80% of total shipments for Q1-2000)
Mobile Connectivity•PDAs•Mobile Phones•Web Tablets•PCMCIA Cards
Page 37
Market Mix - FY99 vs Q1/2000
Medical13%
Industrial/Commercial15%
Computer/Peripherals18%
Telecom12%
Military/Aerospace27%
Satellites15%
Computer/Peripherals14%
Mobile Connectivity12%
Medical12%
Military/Aerospace24%
Satellites12%
Industrial/Commercial18%
Telecommunicatons8%
Page 38
14%12%
12%
24%
12%
18%
8%
Industrial/Commercial•Recoton•Coleman Powermate•Motorola Lighting•Ford Visteon•Delco
Satellites•Lockheed Martin•Boeing•Spectrolab, Tecstar•Matra, Bosch
TOP Q1-2000CUSTOMERS1 Zenitron2 Motorola3 Raytheon4 All American5 Arrow6 ACI Elec7 Future Elec8 Giga-Byte9 Mitsubishi10 Guidant Corp.11 Lockheed Martin12 Samsung13 Dynamar14 Alcatel15 Universal Semi16 Avnet17 Medtronic18 Delco19 Seagate20 Rockwell
OEM Customers(Shipments to top 100 OEM customers-80% of total shipments for Q1-2000)
Medical
Mobile Connectivity
Telecommunications
Computer/Peripherals
Military/Aerospace•Lockheed Martin•Raytheon•Boeing•Honeywell/AlliedSignal
FOCUS ondeveloping “Must Have”
products for next generationmobile internet information
appliances
Page 40
The Market• The market for mobile phones is growing:
– Today: 400 million phones
– 2003: estimated 650 million phones (estimated 33%will be W-CDMA Multimedia phones according toStrategies Unlimited)
• The market for PDAs is growing:
– Today: 5.4 million PDAs are manufactured
– 2003: estimated 18.9 million PDAs (estimated 50% willbe color displays)
• Smart Phones:– smart phones produced will increase by 88% to 330
million units in 2003 according to IGI Consulting
• Auto PC is outgrowth of this integration
Page 41
Positioned for the Change• Microsemi Linfinity is positioned to be a key supplier to hand
held computing manufacturers like Palm, Handspring, Compaq,and Psion
• Mobile phones are moving to W-CDMA broadbandcommunications, Microsemi has the the Power and RF productsrequired for next generation products (InGaP Power Amplifiers)
• Power management becomes a significant issue in next generationmobile phones where two “power hungry” circuits merge together
– RF Transmitter
– Color Displays
• We have the solutions that allow customers to actualize futuredesigns through more efficient “battery sensitive”solutions.
• Our FOCUS in on MULTIMEDIA HANDHELD WIRELESSCONNECTIVITY DEVICES.
Page 42
Focus Products for Portable/MobileInformation Appliances
PDAs
Tablets
Mobile Phones
Mobile Radios
Digital Cameras
Notebook Computers
Display Drivers• CCFL Control ICs for
Color Displays
Audio Amplifiers• Class D Audio ICs
Power Management• LDOs for Battery
Powered Appliances• Switchers
Power/Signal Conditioning• Powermite Packages• All Discrete Technologies
Transient Protection• Low Ct TVS Arrays for IC and
Data Port protection
Mobile RF Components• EPSM/MMSM Packages• Discretes: Diodes and Transistors,• 900MHz RF power Transistors
Page 43
Summary of Product Offerings for3G Multimedia Mobile
Phones/PDAsthe future for Microsemi
Part Type Avg U/P Avg # Parts Per Phone Ext Amount Powermite 1A, 40 V Schottky $0.12 2 $0.24PMOS LDO $0.30 3 $0.90Varactors $0.30 5 $1.50PIN Diodes for Antenna $0.25 2 $0.50Backlight Inverter IC $2.00 1 $2.00RF InGaP HBT 50Ohm Module $5.00 1 $5.00InGaP Gain Blocks/LNA $1.00 2 $2.00Medium Power Class D Audio IC $1.50 1 $1.50
$13.64
Page 44
Investment Opportunity
• Market diversity
• Broadest discrete product line in the world
• New Power Management product line expands Microsemipresence into high growth (>35%) portable computing markets
• Infrastructure to support growth– Increase sales to $450 mil with in-place facilities
• Premier Customer Base
• Dominance in high growth niche markets
• Historically better earnings performance than similar small andmedium-cap stocks
Page 45
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