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Page 1 GEO SEMICONDUCTOR INC. SOLVING MULTIPLE CUSTOMER PAIN POINTS LED-BACKLIT LCD PANELS & SMARTPHONE CAMERAS THE WORLD LEADER IN PROGRAMMABLE GEOMETRY PROCESSING FOR HD & 3D VIDEO & IMAGES RIDE THE EMERGING WAVES DRIVEN BY THE EXPLOSION OF SOLID STATE LIGHT SOURCES & GROWTH IN IMAGE SENSORS AGC FINANCIAL CONFERENCE (Boston) October 27, 2010 Paul M. Russo, Chairman & CEO

GEO SEMICONDUCTOR INC.Page 2 Santa Clara (headquarters), Toronto and Orlando - Transaction Closed May’09 Acquired two programmable pixel processing platforms and related IC businesses

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Page 1: GEO SEMICONDUCTOR INC.Page 2 Santa Clara (headquarters), Toronto and Orlando - Transaction Closed May’09 Acquired two programmable pixel processing platforms and related IC businesses

Page 1

GEO SEMICONDUCTOR INC. SOLVING MULTIPLE CUSTOMER PAIN POINTS

LED-BACKLIT LCD PANELS & SMARTPHONE CAMERAS

THE WORLD LEADER IN PROGRAMMABLE GEOMETRY PROCESSING FOR HD & 3D

VIDEO & IMAGES RIDE THE EMERGING WAVES DRIVEN BY THE EXPLOSION OF SOLID STATE LIGHT

SOURCES & GROWTH IN IMAGE SENSORS

AGC FINANCIAL CONFERENCE (Boston) October 27, 2010

Paul M. Russo, Chairman & CEO

Page 2: GEO SEMICONDUCTOR INC.Page 2 Santa Clara (headquarters), Toronto and Orlando - Transaction Closed May’09 Acquired two programmable pixel processing platforms and related IC businesses

Page 2

  Santa Clara (headquarters), Toronto and Orlando - Transaction Closed May’09

  Acquired two programmable pixel processing platforms and related IC businesses (35 patents)

  Leveraging $200 million in R&D over 15+ years!

  Two ICs in Production – no direct competition!

  Tier 1 customers in MP with both chips – 25 customers (production & Design)

  Wind’s at our back – megatrends will drive adoption in LED-backlit LCD panels & smartphone cameras! MULTI-BILLION DOLLAR MARKETS

GEO – Founded to Acquire Unique Tech Assets from Silicon Optix

Page 3: GEO SEMICONDUCTOR INC.Page 2 Santa Clara (headquarters), Toronto and Orlando - Transaction Closed May’09 Acquired two programmable pixel processing platforms and related IC businesses

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GEO PLATFORM TECHNOLOGIES

eWarp Platform: Real-time Geometric HD & 3D precise sub-pixel transforms

MARKET FOCUS!!

Realta Platform: Real-time software based HD & 3D Video & Image Algorithm Processing!

NO DIRECT COMPETITION FOR EITHER IC!

Page 4: GEO SEMICONDUCTOR INC.Page 2 Santa Clara (headquarters), Toronto and Orlando - Transaction Closed May’09 Acquired two programmable pixel processing platforms and related IC businesses

GEOMETRY PROCESSING CAN BE USED IN MANY APPS, BUT FOCUS IS LED-BACKLIT LCD DISPLAYS & SMARTPHONES!

LED-BACKLIT LCD PANEL

Source RGB Sub-Pixel Stream

MODIFIED RGB Sub-Pixels Stream = Source RGB Stream

GEO IS THE ONLY SUPPLIER OF PRECISE GEOMETRY SUB-PIXEL PROCESSING CHIPS!

GEO ISSP

SUB-PIXEL DEFECT SUB-PIXEL DEFECT = CAUSED BY SYSTEM DEFECTS

Source RGB Sub-Pixels + (inverse )

Source RGB Sub-Pixels + (inverse ) + = Source RGB Sub-Pixels Error By

System

PARAMETERS SET IN MANUFACTURING

PRECISE REAL-TIME ADJUSTMENT OF EVERY SUB-PIXEL

Page 5: GEO SEMICONDUCTOR INC.Page 2 Santa Clara (headquarters), Toronto and Orlando - Transaction Closed May’09 Acquired two programmable pixel processing platforms and related IC businesses

UNDERSTANDING eWarp SCALABILITY (EACH SET OF COEFFS CREATES UNIQUE COMPLEX TRANSFORM)

eWarp PROCESSOR

SUB- PIXELS

MODIFIED SUB-PIXELS

COEFFICIENTS

25K Bytes PER COEFF SET 250X MORE EFFICIENT THAN BRUTE FORCE

VARIABLES •  BITS/SUB-PIXEL: 4, 8, 10, 12 ….. •  # COLORS: 1, 3, 4 ….. •  RESOLUTION: VGA …1080p…4K •  # POLYNOMIALS/COLOR: 32, 64, 128, 256, …. •  FRAME RATE: 60 HZ, 120HZ …. •  POLYNOMIAL ORDER - 3 •  FEATURES: TEMP, TIME, 3D, …

CAN CREATE TRANSFORM ENGINE OPTIMIZED FOR GIVEN APPLICATION! (LIKE MCUs, CAN HAVE MANY PER SYSTEM)

Page 6: GEO SEMICONDUCTOR INC.Page 2 Santa Clara (headquarters), Toronto and Orlando - Transaction Closed May’09 Acquired two programmable pixel processing platforms and related IC businesses

64 polynomials for each color (RGB)

Color/Brightness Uniformity for LCD Panels TURNKEY MFG SOLUTIONS WILL BE AVAILABLE

VARIABLES SELECTED FOR W2

•  64 polynominals per color •  10 bits/sub-pixel •  1080P resolution/60 Hz

FINAL MFG STEP: MEASURE COLOR & BRIGHTNESS ACROSS PANEL, CALCULATE COEFFICIENTS, CALIBRATE PANEL (seconds)!

PARTNERSHIP WITH RADIANT IMAGING FOR MANUFACTURING

Page 7: GEO SEMICONDUCTOR INC.Page 2 Santa Clara (headquarters), Toronto and Orlando - Transaction Closed May’09 Acquired two programmable pixel processing platforms and related IC businesses

Partial List of Public GEO Customers

DENON

CYPRESS

DIVA LABS

Coretronics

Page 8: GEO SEMICONDUCTOR INC.Page 2 Santa Clara (headquarters), Toronto and Orlando - Transaction Closed May’09 Acquired two programmable pixel processing platforms and related IC businesses

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1.  LED Precise color/brightness control for LED backlit LCD displays and Smartphone cameras (shipping into medical LCD displays). IP discussions with multiple smartphone IC/sensor/camera module suppliers

2.  Projection F/R Displays: Optical functionality => Moore’s Law – pico, short throw, 3D, laser TV

5.  Capture: ePTZ, VIDEO CONFERENCING, Cameras, Smartphones, Surveillance, Automotive. Fix pain points AND enable new features

6. 

GEO – eWarp Markets Lower costs, new features, better performance

Page 9: GEO SEMICONDUCTOR INC.Page 2 Santa Clara (headquarters), Toronto and Orlando - Transaction Closed May’09 Acquired two programmable pixel processing platforms and related IC businesses

9

LED – BACKLIT LCD DISPLAYS VS. CCFL

• MORE ENERGY EFFICIENT (2X), BUT • MUCH WORSE COLOR/BRIGHTNESS UNIFORMITY (65-75% VS. 85% - NEITHER IS GOOD ENOUGH FOR NON-VIDEO DISPLAYS!)

Page 10: GEO SEMICONDUCTOR INC.Page 2 Santa Clara (headquarters), Toronto and Orlando - Transaction Closed May’09 Acquired two programmable pixel processing platforms and related IC businesses

COLOR AND BRIGHTNESS ISSUES IN LCD PANELS (results worse with LED backlights)

COLOR BRIGHTNESS

Page 11: GEO SEMICONDUCTOR INC.Page 2 Santa Clara (headquarters), Toronto and Orlando - Transaction Closed May’09 Acquired two programmable pixel processing platforms and related IC businesses

LCD Module (LCM) Exploded view

Page 12: GEO SEMICONDUCTOR INC.Page 2 Santa Clara (headquarters), Toronto and Orlando - Transaction Closed May’09 Acquired two programmable pixel processing platforms and related IC businesses

Block diagram of smart BLU – GEO CAN BECOME SMART PANEL SoC!

Geo Semi Solution

Page 13: GEO SEMICONDUCTOR INC.Page 2 Santa Clara (headquarters), Toronto and Orlando - Transaction Closed May’09 Acquired two programmable pixel processing platforms and related IC businesses

eWarp sxW2 IC–Precise Sub Pixel

Color / Brightness Correction (reverse demo)

Page 14: GEO SEMICONDUCTOR INC.Page 2 Santa Clara (headquarters), Toronto and Orlando - Transaction Closed May’09 Acquired two programmable pixel processing platforms and related IC businesses

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eWarp W2 – 3 INDEPENDANT WARP ENGINES! Chip Capabilty-1/32 Sub-pixel for each color Manufacturing/material‏ cost reductions with better performance

Page 15: GEO SEMICONDUCTOR INC.Page 2 Santa Clara (headquarters), Toronto and Orlando - Transaction Closed May’09 Acquired two programmable pixel processing platforms and related IC businesses

eWarp sxW2 IC–Sub Pixel Precise Geometry Correction Example (reverse demo)

Page 16: GEO SEMICONDUCTOR INC.Page 2 Santa Clara (headquarters), Toronto and Orlando - Transaction Closed May’09 Acquired two programmable pixel processing platforms and related IC businesses

SMARTPHONES AND PERIPHERALS

PICOPROJECTORS

SMARTPHONES CORES OR ICs • RIM • APPLE • GOOGLE • MOTO • LOGITECH

SMARTPHONE PERIPHERALS •  360 CAMERAS • AUTO SECURITY APPS • OPTICAL ATTACHMENTS

Page 17: GEO SEMICONDUCTOR INC.Page 2 Santa Clara (headquarters), Toronto and Orlando - Transaction Closed May’09 Acquired two programmable pixel processing platforms and related IC businesses

Confidential Confidential Page 17 Confidential

Image Taken With 183° Field-of-View Fisheye Lens

Horizontal Pan

Vertical Tilt

LINEAR Zoom

Capabilities of eWARPTM -- Enhancing Surveillance Image Capture De-Warp and Electronic Pan Tilt Zoom

•  Allows ePTZTM (electronic Pan, Tilt, Zoom) in Surveillance Systems and Video Conference Systems using special lenses (fish-eye, wide angle, panoramic)

Page 18: GEO SEMICONDUCTOR INC.Page 2 Santa Clara (headquarters), Toronto and Orlando - Transaction Closed May’09 Acquired two programmable pixel processing platforms and related IC businesses

MULTI CAMERA SEAMLESS UNWARPING

Confidential

Page 19: GEO SEMICONDUCTOR INC.Page 2 Santa Clara (headquarters), Toronto and Orlando - Transaction Closed May’09 Acquired two programmable pixel processing platforms and related IC businesses

Confidential

360 X 360 LIVE VIEWS

360X360 VIEW REALTIME LINEARIZED!!

Page 20: GEO SEMICONDUCTOR INC.Page 2 Santa Clara (headquarters), Toronto and Orlando - Transaction Closed May’09 Acquired two programmable pixel processing platforms and related IC businesses

LIVE ePTZ DEMO, 360 smartphone Peripheral oppportunity!

186 degree CAMERA UN-WARP IN REAL TIME

Page 21: GEO SEMICONDUCTOR INC.Page 2 Santa Clara (headquarters), Toronto and Orlando - Transaction Closed May’09 Acquired two programmable pixel processing platforms and related IC businesses

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Super-Wide Angle Gaming Projectors

Automotive Wide Angle Camera

Pico and Cell Phone Projectors

ePTZ Surveillance Camera

HUD (Head Up Display)‏

Professional Video Camera

3D BRIGHTNESS/COLOR - MULTIPLE SET POINTS 250X MORE EFFICIENT THAN LOOK-UP TABLES!

SMARTPHONE CAMERAS, FEATURES

eWarp W2 IC & IP CORES: MULTIPLE VOLUME APPLICATIONS BILLION DOLLAR MARKETS!!

Page 22: GEO SEMICONDUCTOR INC.Page 2 Santa Clara (headquarters), Toronto and Orlando - Transaction Closed May’09 Acquired two programmable pixel processing platforms and related IC businesses

Confidential

eWarp Processor Road Map

W3 IC ROADMAP

W4 W2

SPECIFIC IP “CORES” LICENSED FOR SMARTPHONES

FOCUS: LED-BACKLIT LCD PANELS OPTIMIZED FOR SPECIFIC MARKETS

Page 23: GEO SEMICONDUCTOR INC.Page 2 Santa Clara (headquarters), Toronto and Orlando - Transaction Closed May’09 Acquired two programmable pixel processing platforms and related IC businesses

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NO DIRECT COMPETITION for GEO ICs •  eWarp gxW2: Geometric

Processing. NO CHIP LIKE IT!! • REALTA: Only chip that can process

HD video in software. True platform – hardware, tools, algos!

Page 24: GEO SEMICONDUCTOR INC.Page 2 Santa Clara (headquarters), Toronto and Orlando - Transaction Closed May’09 Acquired two programmable pixel processing platforms and related IC businesses

FINANCE RELATED

  CAP STRUCTURE: 5M “A”, 2M OPTIONS, 1M COMMON - $8M POST VALUATION (fully diluted)

  RAISED APPROX $4.5M ($3M EQUITY, $1.5M DEBT)   REVENUES: 2009 – $800K, 2010 - $1.3M, 2011 - $3-5M

  $5M of Realta Inventory => $6-8M cash over time   SERIES B: $10-15M - USE OF PROCEEDS:

  DEVELOP W3 IC WITH LEAD ACCOUNTS   DRIVE SMARTPHONE IP STRATEGY   FILL KEY MANAGEMENT HOLES   EXPAND SALES CHANNELS

NEW eWARP IC WILL DRIVE REVENUES & VALUATION EXPONENTIALLY!

Page 25: GEO SEMICONDUCTOR INC.Page 2 Santa Clara (headquarters), Toronto and Orlando - Transaction Closed May’09 Acquired two programmable pixel processing platforms and related IC businesses

Geo Semiconductor Inc. http://www.geosemi.com

Shaping the Future of Pixel Processing

THANK YOU!

http://www.geosemi.com/products_demovideos.htm