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1 年 04 21

2 行盧理理 SIP 理 Stanford University 立 GSA( 聯 ) 良理理 IBM 理 IEEE Fellow IEEE 1998 Solid-State Circuits Award Winner Princeton University 立度理 AT&T 理 University of Florida 立略行 IBM 理

3 Safe Harbor Notice This following presentation contains forward-looking statements, which involve known and unknown risks and are subject to uncertainties that could cause actual performance, financial results, or operation conditions to be materially different from those contained in the forward-looking statements. Except as required by law, we undertake no obligation to update any forward-looking statement, whether as result of new information, future events, or otherwise.

4 略流 - Buffer Memory DRAM & KGDM - USB 3.0 Host Controller - Webcam Controller Financial Status IC 異

5 年浪不領 IC ~ Mb DRAM ~2000 8Mb 16Mb SGRAM* ~2007 KGDM* CEDRAM* 領 ~2010 流量 DRAM USB3.0 路 ~ 異 NT$M 14,000 12,000 10,000 8,000 6,000 4,000 2, ~2010 Etron s CAGR 29% 1996~2010 Etron s CAGR 15% (1996~2010 IC Industry s CAGR 5%*) *Source: WSTS (Nov. 10) IC 金 ,461 1,122 1,535 2,110 路 SARS 暴 4,402 2,555 3,405 3,056 2,713 流行 6,331 6,705 10,481 13,219 金 7,560 7,297 8, Year *SGRAM: Synchronous Graphic Random Access Memory; KGDM: Know-Good- Die Memory; CEDRAM: Consumer Electronics Dynamic Random Access Memory

6 (Experience Economy) IC Heart-Touching Heart-Touching Experience-Based Communication Networks IC

7 Etron Product Synergy is Aligned with Experience-Driven Mindsets Biological Processing is an Increasingly Important Analogy for Inspiring New Technologies Buffer Memory & KGDM: Storing Experiences Memory Logic USB3.0 & High Speed Serial Links: Connecting Experiences Webcam Controllers: Capturing Experiences

8 略流 - Buffer Memory DRAM & KGDM - USB 3.0 Host Controller - Webcam Controller Financial Status IC 異

9 (Etron Technology, Inc. GTSM 5351) Pacific Ocean 1991 年立 1998 年益 ( 2010 年 ) 利 ( 2011 年 3 ) - Santa Clara, Boston -,, - : Tokyo IC 領 (Application-Driven Buffer Memory Business) 領裸 DRAM (Known-Good-Die Memory Segment for 3D IC) - DRAM - DRAM 度領 USB3.0 Webcam Controller

10 不例 TSOP BGA 良 KGDM (Known-Good-Die Memories) Application Buffer DRAM System Chips SRAM - USB3.0 Host Controller - Webcam Controller - Wide-Bandwidth DDR I/II - Known-Good-Die DRAM - Enduring SDRAM - Low Power & Mobile DRAM - Pseudo SRAM - Low Power SRAM

11 類 DRAM Commodity DRAM DRAM Specialty or Niche DRAM 利 DRAM - Graphic DRAM DRAM - Low Power DRAM DRAM - Mobile or Hand-held DRAM DRAM - KGDM (Known-Good-Die Memory) 良裸 DRAM - Wide-I/O DRAM DRAM - CEDRAM (Consumer Electronics DRAM) DRAM - KGDM (Known-Good-Die Memory) 良裸 DRAM - High Bandwidth DRAM DRAM - Pseudo SRAM SRAM Embedded DRAM DRAM 參

12 3C 領 Computer - HDD -ODD -DVD 35% 35% -Printer 30% Consumer -LCD TV - Display Panel -DVD -DSC Communications -Network -STB - Handheld

13 Differentiated Positioning From WW DRAM IDMs Market Separated from PC DIMM Commodity Segment Developing Application Domain Knowledge in Design/Testing/Burn-in Optimization Offer Field Service to Customers in Both Product Development and Production Phases Density 4Gb 2Gb 1Gb 512Mb Commodity DRAM 256Mb 128Mb 64Mb 16Mb I/O x8 x16 / x32

14 Known-Good-Die Memory 領 Easy to Make Bare Die but Difficult to Guarantee Known- Good-Die Memory for Lifetime - High quality and reliability - Tailored services - Robust design

15 An Example of Etron s KGDM Implementation Application Driven Buffer KGD Memory accelerates Systemin-Package (SiP) transformation for the benefits of - Less noise and EMI radiation - Pin-count reduction : 216pins 144 pins - PCBA simplification : 4 layers 2 layers - ~30 less passive components in PCBA Main Chip DRAM + DRAMs Main Chip

16 Mastering Technologies for Robust Design Mobility and Portability Low Voltage 3.3V 1.8V 1.2V Low Power 1mA 0.001mA Small Form Factor TSOP, TQFP BGA, Known-Good-Die Video, Audio and Multimedia High Speed 400MHz 1066MHz, DDR I/II High Integration SOC Multi-Chip Stack High Density 16Mb 512Mb 1Gb Low Cost and High Quality / Productivity Multiple Foundry Alliance DRAM, SRAM, Logic Large Wafer Size 8 inch 12 inch Advanced Process Technology DRAM: 0.11mm 70nm 63nm SRAM: 0.15mm 0.11µm 70nm

17 略流 - Buffer Memory DRAM & KGDM - USB 3.0 Host Controller - Webcam Controller Financial Status IC 異

18 Etron Product Synergy is Aligned with Experience-Driven Mindsets Biological Processing is an Increasingly Important Analogy for Inspiring New Technologies Buffer Memory & KGDM: Storing Experiences Memory Logic USB3.0 & High Speed Serial Links: Connecting Experiences Webcam Controllers: Capturing Experiences

19 USB1.1 USB2.0 USB3.0

20 USB3.0? 10X Faster Speed than USB2.0 USB 1.0 USB 2.0 USB 3.0 Song/Pic 4 MB 5.3 sec 0.1 sec 0.01 sec 256 Flash 256 MB 5.7 min 8.5 sec 0.8 sec USB Flash 1 GB 22 min 33 sec 3.3 sec SD-Movie 6 GB 2.2 hr 3.3 min 20 sec 2X Higher Charging Current than USB2.0 Current provided Time needed to charge 1000mAh Li battery (min) Charge time reduction USB ma 144 USB 3.0 normal 900 ma 80-44% USB Flash 16 GB 5.9 hr 8.9 min 53.3 sec HD-Movie 25 GB 9.3 hr 13.9 min 70 sec Source: USB-IF USB 3.0 power-b 1,000 ma 72-50% Source: Yuanta Research compiled Backward Compatible with USB2.0 and USB1.1

21 USB3.0 不參 From 2009 External HDD From 2011 DSC Camcorder From 2010 Blue Ray Player PC Media Player PC Add-On Card Monitor Hub MFP Pen Drive External SSD From 2012 Mobile Phone TV Set Top Box Game Console Web Cam

22 USB3.0( + ) 量年 80% 370M in 2011, 700M in 2012 and 1250M in 2013 Million Set 6,000 USB3.0/2.0/1.1/1.0 Shipment Trend 5,000 USB1.0/1.1 USB2.0 USB3.0 4,000 USB 3.0 3,000 2,000 USB 2.0 1,000 0 USB 1.0/ (f) 2011(f) 2012(f) 2013(f) 2014(f) Source: DIGITIMES 2010/10

23 USB3.0 EJ168 量讀 / 度 PC USB3.0 Intel Sandy Bridge USB3.0 IP USB3.0 來 USB3.0 領來 USB3.0 3C

Cam and NB Cam - Shipped more than 25 million units since 2009 - Provide the highest

24 A Product Series of Webcam Controllers Contains Imaging Processor and USB Behind CMOS Sensors to Optimize Audio, Video and Image Performance and Quality esp258 & esp268 for PC Cam and NB Cam - Shipped more than 25 million units since Provide the highest integrated solutions esp568 Presents High Quality of Audio and Video Operation Based on a Single Chip Solution

Technologies Buffer Memory & KGDM: Storing Experiences Memory Logic USB3.

25 Etron Product Synergy is Aligned with Experience-Driven Mindsets Biological Processing is an Increasingly Important Analogy for Inspiring New Technologies Buffer Memory & KGDM: Storing Experiences Memory Logic USB3.0 & High Speed Serial Links: Connecting Experiences Webcam Controllers: Capturing Experiences

26 略流 - Buffer Memory DRAM & KGDM - USB 3.0 Host Controller - Webcam Controller Financial Status IC 異

27 2010 年度益 Amount: NT$M ( ) YoY Net Sales 8, % 7, % 11% COGS (6,929) (85%) (6,088) (84%) 14% Gross Profit 利 1,195 15% 1,209 16% (1%) Operating Expense (1,079) (13%) (1,047) (14%) 3% Operating Income 利益 116 2% 162 2% (28%) Non-Operating Income (Loss) 109 1% (68) (1%) -- Income Before Tax 益 225 3% 94 1% 139% Income Tax Benefit (Expense) (24) (1%) (15) 0% 60% Net Income 益 201 2% 79 1% 154% Capital 4,435 4,174 6% EPS (NT$) %

28 2010 年度 Amount: NT$M ( ) YoY Net Sales 8,124 7,297 11% Gross Profit 利 1,195 1,209 (1%) Operating Income 利益 (28%) Income Before Tax 益 % Net Income 利 % EPS (NT$) % Total Assets 8,830 9,897 (11%) Total Liabilities 2,444 4,001 (39%) Shareholder s Equities 益 6,386 5,896 8% BPS (NT$)

29 NT$M 800 US$M NT$M 年 2011 年

易勵 DRAM (2011.04) 年量 USB3.0 IC EJ168 累量 (2011.03) 參論領 USB3.0 3C (2011.

30 易勵 DRAM ( ) 年量 USB3.0 IC EJ168 累量 ( ) 參論領 USB3.0 3C ( ) USB 論 (USB-IF) 拉參 (CES) 流來臨 ( ) USB3.0 IC EJ USB3.0 ( )

31 略流 - Buffer Memory DRAM & KGDM - USB 3.0 Host Controller - Webcam Controller Financial Status IC 異

32 Heterogeneous Integration* (HI) is Happening New System Chip Architecture: md-ic (multi-dimensional Die Integration Chip); m= 2, 2.5, 3, 4 e.g. RF or Power Analog or Cache over SoC Memory + Logic *After Nicky Lu, ISSCC 2004 Plenary Talk

Lens CMOS/CCD Sensor Data Control DSC Processor Frame Memory (SDRAM)

33 Etron Proprietary & Copyright 2007 All Rights Reserved, April 30 Stacked Die System Chip Needs Bare-Die Memory µc F/W Flash ROM Digital LCD Image Lens CMOS/CCD Sensor Data Control DSC Processor Frame Memory (SDRAM) USB/1394 Flash Memory Compact Flash Smart Media After T.H. Tong (ASE Corp.)

34 More HIs are Coming HI (md-ic) Moore s Law + 3D ICs + More than Moore + Novel Functions Created by Non-Silicon Contents - Inspire More Inventions & Innovations - Generate Higher Value - Create Diversified System Products e.g. RF or Power Analog or Cache over SoC Memory + Logic

3D IC = 北 101 + 奈 IC 類都 -KGDM = 旅館 - USB3.

35 3D IC = 北奈 IC 類都 -KGDM = 旅館 - USB3.0 = 路 -Webcam IC = e.g. Taipei World Trade Center versus one-story range at Texas Like multiple dies Like single die Taipei World Trade Center

36 IC 殺 (I) Voice Triggered Electronics with Sharp Speech Recognition Real-Time Translator to Allow an Universal Communication even with Different Languages ~ Dance Hello~ Do you hear me?

37 IC 殺 (II) Body/Gestures Triggered Electronics with Prompt Interactions Virtual Reality in Remote Touch, Play, and Shopping Source:

38 IC 年 70s 80s 90s 00s Technology (Circuits): Pioneer or System House Manufacturing & Automation: IDM* VLSI Design: Fabless and Foundry Diversified Applications: System Chip & Cluster Model 10s Life Effectiveness: Ubiquitous Integration of Human- Machine-ICs 20s Fusion of Heart-Touching System into Life, Body, and Community: Heterogeneous Integrated Design & Architect *IDM means Integrated Device Manufacturer

39 Etron Product Synergy is Aligned with Experience-Driven Mindsets Biological Processing is an Increasingly Important Analogy for Inspiring New Technologies Buffer Memory & KGDM: Storing Experiences Memory Logic USB3.0 & High Speed Serial Links: Connecting Experiences Webcam Controllers: Capturing Experiences

40 Thank You! Featured Mr. Norte and Etron

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