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August 2013 Inphi Corporate Update. 2 Inphi Proprietary and Confidential 2 Safe Harbor Summary This presentation includes forward-looking statements relating.

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Presentation on theme: "August 2013 Inphi Corporate Update. 2 Inphi Proprietary and Confidential 2 Safe Harbor Summary This presentation includes forward-looking statements relating."— Presentation transcript:

1 August 2013 Inphi Corporate Update

2 2 Inphi Proprietary and Confidential 2 Safe Harbor Summary This presentation includes forward-looking statements relating to matters that are not historical facts, including, without limitation, statements regarding Inphi’s short and long term growth strategies, trends in IP traffic and technology adoption, the future sizes and anticipated growth of the networking infrastructure, cloud computing and data center markets, and the scaling of memory capacity with CPU cores. In some cases, such forward-looking statements are identified by words such as “anticipate,” “believe,” “plan,” “estimate,” “expect,” “strive,” “future,” “intend” and similar expressions. Although Inphi’s management believes that the expectations reflected in the forward-looking statements are reasonable, such statements involve known and unknown risks, uncertainties and other factors that may cause Inphi’s actual results to be different from any future results expressed or implied by these statements, including the risks and uncertainties described in the prospectus relating to the offering. We caution you that no forward-looking statement is a guarantee of future performance, and you should not place undue reliance on these forward-looking statements which reflect the view of Inphi’s management only as of the date of this presentation. We assume no obligation to, and expressly disclaim any obligation to, update any forward-looking statements contained in this presentation as a result of new information or future events or developments.

3 3 Inphi Proprietary and Confidential 3 Growing Processor – Interconnect Gap MOORE’S LAW Processor Bandwidth Interconnect Bandwidth 100x in 10 Years 15x in 10 Years

4 4 Inphi Proprietary and Confidential 4 …For Inphi to Address Layer 1 Interconnect Bandwidth Optical Fiber CPU to Memory RDIMM LRDIMM Memory RDIMM LRDIMM Memory Register Buffer Network to CPU CDR SerDes Optics to Network High-Speed Data Transport and Signal Integrity Amplifier Driver

5 5 Inphi Proprietary and Confidential 5 Better Signal Detection Faster Throughput Longer Distance Improved Error Margin High Signal Integrity Signal With Integrity Competitive SolutionInphi Solution

6 6 Inphi Proprietary and Confidential 6 Differentiated Products/Growing Markets Long HaulMetroEnterprise & Data Center OpticsNetworksMemory

7 7 Inphi Proprietary and Confidential 7 CPU to Memory Products

8 8 Inphi Proprietary and Confidential 8 Memory Interconnect Trends In-Memory Analytics for Big DataGrowing x86 Server Virtualization Density Escalating Memory-Intensive WorkloadsData Center Processor Growth Forecast VMs per Host VM Density per Host Server % of Installed Workloads Running in a VM Source: EMC and IDC EXABYTES HPC Graphics Rendering Content Delivery and Gaming 2x Volume Growth Source: Gartner and IDC Unstructured Data Structured Data Source: Intel Big Data Financial Trading

9 9 Inphi Proprietary and Confidential 9 DDR3 & DDR4 Register and Memory Buffers Key ProductsDifferentiators Core 0Core 1Core 2Core 3 8 MB Shared Cache Memory Controller Link Controller RDIMM Solutions 2 DDR3 Channel 1067 MT/s 331 LRDIMM Solution 2 DDR3 Channel 1333 MT/s 331 Inphi Memory Buffer (iMB™) for LRDIMMs  Higher system memory capacity, performance, and performance/watt  Dependable quality & reliability due to best in class signal integrity even at high signaling rates  Qualified across all major ecosystems  Industry’s 1st standards compliant Inphi Memory Registers for RDIMMs  Lowest power consumption  Dependable quality& reliability due to best in class signal integrity even at high signaling rates and custom features  Qualified across all major ecosystems Memory Buffer Increases Memory Capacity by ~3x Increases Channel Speed by 1.3x Memory Register

10 10 Inphi Proprietary and Confidential 10 Inphi Proprietary and Confidential Orders per minute 3.75x with 32GB LRDIMMs in a Virtualized E-commerce Application! Productivity Power Efficiency Real estate Source: Principled technologies

11 11 Inphi Proprietary and Confidential 11 Inphi Proprietary and Confidential Optics to Network Products

12 12 Inphi Proprietary and Confidential 12 Inphi Proprietary and Confidential Optics Interconnect Trends Reconfigurable Colorless NetworksLong Haul: Higher Bandwidth 400G Metro: Low Power 100G Coherent 80W 32W CFPCFP2CFP4 12W 6W Data Centers: Low Power 100G Ethernet 12W 8W 5W CFP CFP2 CFP4 100G coherent will dominate network build out Complex modulation formats such as 16QAM require Quad Linear Drivers Higher density, lower cost, lower power for switches Higher density, lower cost, lower power for core routers

13 13 Inphi Proprietary and Confidential 13 Inphi Proprietary and Confidential Next-gen 100G/400G Reconfigurable Colorless Network Key ProductsDifferentiators Industry Leading TIAs and Drivers  Advanced process technologies beyond CMOS  Optimum packaging technologies from low cost plastic, organic packages to high end ceramic and “gold box” packages  System-level expertise from fiber-to-memory  Highly integrated dual and quad solutions ahead of competition DSP DAC ADC 90 Degree Hybrid Mixer MZ Modulator 90 Degree Hybrid Mixer BS PBS 3250 Inphi Dual Linear Transimpedance Amplifiers Fiber Out LO Laser Fiber In 3214 Inphi 100G/400G Quad Linear Drivers 3214 Inphi 100G/400G Quad Linear Drivers 3250 Inphi Dual Linear Transimpedance Amplifiers

14 14 Inphi Proprietary and Confidential 14 Inphi Proprietary and Confidential Network to CPU Products

15 15 Inphi Proprietary and Confidential 15 Inphi Proprietary and Confidential Network Interconnect Trends: Paradigm Shift to MSDC Source: Cisco Systems Data Center Market Transition Core and Aggregation Roadmap: Low Power, High Density 100GE Massively Scalable Data Centers Workloads in the Cloud 16-W 8-W 6-W 3.5-W

16 16 Inphi Proprietary and Confidential 16 Inphi Proprietary and Confidential Next-gen 100G Solution for 1.2T – 2.4T Line Cards Key ProductsDifferentiators 1.2 – 2.4 Terabit System NX100G 100G SERDES System ASICs 1.2 – 2.4 Tbps Capacity 100G SERDESGEN 2 MODULE Next-Gen Modules with 12-24x Density  Full support for multiple data rates - 10G/40G/100G  Improved optical margins  Lowest power enabling a lower carbon footprint in data centers  High frequency trading and low latency data center fabric  Highest resolution, non-destructive on-chip signal integrity 10X Bandwidth 100G CMOS CDR Production Ready Sampling 100G CMOS Gearbox 1 st Gen2 nd Gen

17 17 Inphi Proprietary and Confidential 17 Inphi Proprietary and Confidential We Serve Growing Markets Long HaulMetroEnterprise & Data Center $1B+ TAM by M Servers + 1M 40G/100G Ports

18 18 Inphi Proprietary and Confidential 18 Inphi Proprietary and Confidential Inphi Leadership PositionBackground Ford Tamer President and CEO John S. Edmunds VP and CFO Dr. Loi Nguyen Founder, VP of Communications Siddharth Sheth VP of High-Speed Connectivity Ron Torten VP of Operations and IT Lawrence Tse Chief Technology Officer Paul Washkewicz VP of Computing and Storage Norman Yeung Senior VP of Engineering Charlie Roach VP of Worldwide Sales

19 19 Inphi Proprietary and Confidential 19 Inphi Proprietary and Confidential Quarterly Revenue Strong Business Momentum Cash & short term investments ($M) $119M DebtNone # of Qtrs. of Profitability 17 Consecutive Quarters of Non-GAAP Net Income Before Taxes Growing Annual Revenue ($MM) * Excludes stock-based compensation 2005 – Yr CAGR: 45% Solid Balance Sheet (2Q13)

20 Thank you


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