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Inphi Corporate Update
August 2013
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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.
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Growing Processor – Interconnect Gap
100x in 10 Years 15x in 10 Years MOORE’S LAW Processor Bandwidth Interconnect Bandwidth
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…For Inphi to Address Layer 1 Interconnect Bandwidth
Optics to Network Network to CPU CPU to Memory Optical Fiber Amplifier Driver CDR SerDes Register Buffer RDIMM LRDIMM Memory High-Speed Data Transport and Signal Integrity 4
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Better Signal Detection
Signal With Integrity Competitive Solution Inphi Solution Better Signal Detection Faster Throughput Improved Error Margin High Signal Integrity Longer Distance
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Differentiated Products/Growing Markets
Optics Networks Memory Long Haul Metro Enterprise & Data Center
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CPU to Memory Products
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Memory Interconnect Trends
In-Memory Analytics for Big Data Growing x86 Server Virtualization Density Forecast EXABYTES VM Density per Host Server VMs per Host % of Installed Workloads Running in a VM Unstructured Data Structured Data Source: EMC and IDC Source: Gartner and IDC Escalating Memory-Intensive Workloads Data Center Processor Growth 2x Volume Growth HPC Graphics Rendering Financial Trading Content Delivery and Gaming Big Data Source: Intel
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DDR3 & DDR4 Register and Memory Buffers
Key Products Differentiators Core 0 Core 1 Core 2 Core 3 8 MB Shared Cache Memory Controller Link Controller 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 RDIMM Solutions 2 DDR3 Channel 1067 MT/s 3 1 LRDIMM Solution 2 DDR3 Channel 1333 MT/s 3 1 Memory Register Memory Buffer Increases Memory Capacity by ~3x Increases Channel Speed by 1.3x
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Orders per minute 3.75x with 32GB LRDIMMs in a Virtualized E-commerce Application!
Productivity Power Efficiency Real estate Source: Principled technologies
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Optics to Network Products
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Optics Interconnect Trends
Reconfigurable Colorless Networks Long Haul: Higher Bandwidth 400G Complex modulation formats such as 16QAM require Quad Linear Drivers 100G coherent will dominate network build out Metro: Low Power 100G Coherent Data Centers: Low Power 100G Ethernet 12W 8W 80W 32W 12W 5W 6W CFP CFP2 CFP4 CFP CFP2 CFP4 Higher density, lower cost, lower power for core routers Higher density, lower cost, lower power for switches
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Next-gen 100G/400G Reconfigurable Colorless Network
Key Products Differentiators 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 3214 Inphi 100G/400G Quad Linear Drivers 3214 Inphi 100G/400G Quad Linear Drivers MZ Modulator Fiber Out 3250 Inphi Dual Linear Transimpedance Amplifiers 3250 Inphi Dual Linear Transimpedance Amplifiers 90 Degree Hybrid Mixer LO Laser BS 90 Degree Hybrid Mixer Fiber In PBS
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Network to CPU Products
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Network Interconnect Trends: Paradigm Shift to MSDC
Massively Scalable Data Centers Data Center Market Transition Core and Aggregation Roadmap: Low Power, High Density 100GE Workloads in the Cloud 16-W 8-W 6-W 3.5-W Source: Cisco Systems
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Next-gen 100G Solution for 1.2T – 2.4T Line Cards
Key Products Differentiators Full support for multiple data rates G/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 1.2 – 2.4 Terabit System 10X Bandwidth System ASICs 1.2 – 2.4 Tbps Capacity 100G SERDES GEN 2 MODULE 100G SERDES GEN 2 MODULE 100G SERDES GEN 2 MODULE 100G SERDES GEN 2 MODULE 100G SERDES GEN 2 MODULE NX100G NX100G 100G SERDES GEN 2 MODULE 100G SERDES GEN 2 MODULE 100G SERDES GEN 2 MODULE 100G SERDES GEN 2 MODULE 100G SERDES GEN 2 MODULE Production Ready Sampling Production Ready 1st Gen 2nd Gen 100G CMOS Gearbox 100G CMOS CDR Next-Gen Modules with 12-24x Density
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We Serve Growing Markets
$1B+ TAM by 2015 10M Servers + 1M 40G/100G Ports Long Haul Metro Enterprise & Data Center
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Inphi Leadership Ford Tamer President and CEO
Position Background Ford Tamer President and CEO John S. Edmunds VP and CFO Dr. Loi Nguyen Founder, VP of Communications Charlie Roach VP of Worldwide Sales Siddharth Sheth VP of High-Speed Connectivity Ron Torten VP of Operations and IT Lawrence Tse Chief Technology Officer Paul Washkewicz VP of Computing and Storage Norman Yeung Senior VP of Engineering
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Strong Business Momentum
Quarterly Revenue Growing Annual Revenue Solid Balance Sheet (2Q13) ($MM) Cash & short term investments ($M) $119M Debt None # of Qtrs. of Profitability 17 Consecutive Quarters of Non-GAAP Net Income Before Taxes 2005 – Yr CAGR: 45% * Excludes stock-based compensation
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Thank you
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