Attached files
| file | filename |
|---|---|
| 8-K - FORM 8-K - DIODES INC /DEL/ | d679403d8k.htm |
| EX-99.1 - EX-99.1 - DIODES INC /DEL/ | d679403dex991.htm |
| EX-99.2 - EX-99.2 - DIODES INC /DEL/ | d679403dex992.htm |
| EX-99.3 - EX-99.3 - DIODES INC /DEL/ | d679403dex993.htm |
 CORPORATE
OVERVIEW
Version 2.4
Exhibit 99.4 |
 Company Profile
Public company (NASDAQ: DIOD, website: www.diodes.com)
Founded in 1959
Headquarters in Plano, TX; 21 locations globally
North American, Asian, and European Inventory Locations
Manufacturing in U.S., UK, Germany, China and Taiwan
ISO9001:2008 Certified / TS16949:2009 Certified
ISO14001 Certified
Acquired Anachip Corporation, Taiwan, 01/2006
Acquired Advanced Power Devices, 11/2006
Acquired Zetex, 06/2008
Acquired Power Analog Microelectronics (PAM), 10/2012
Acquired BCD Semiconductor, 03/2013
Over 5,500 employees worldwide |
 About
Diodes Incorporated To
consistently
achieve
above-market
growth,
utilizing
our
innovative
and
cost-effective
internal
packaging
technology,
suited
for
high
volume,
high
growth
markets
by
leveraging
process
expertise
and design excellence to deliver market-leading
semiconductor products.
A leading global manufacturer and supplier of high-quality
application specific, standard products within the broad
discrete, logic and analog markets, serving the
computing, consumer, communications, industrial and
automotive segments.
Business Objective |
 BCD
Acquisition (March 2013) Immediate Benefit to Customers
Expanded product offering to include rapidly growing AC/DC patent portfolio
Extended distribution channels with buffer inventory to streamline delivery
Increased manufacturing capacity
Cost-effective: the addition of new low-cost wafer Fabs in close proximity
to Diodes’ assembly
and test sites increases operational efficiency
Company Profile
Founded: 2000
HQ: Shanghai, China
Employees: 1,200+
Products: 300+
End Customers: 2,000+
Markets: Communications,
Consumer and Computing
IPO in January 2011, Nasdaq GM: BCDS
Revenue 2012: $142.8M
Product Portfolio
AC-DC Converters/Controllers
DC-DC Converters
Standard and High-Performance Linear
Hall Sensors
Motor Drivers
LED Drivers
Touch Screen Controllers
TVS Protection |
 Global
Reach |
 Diodes
Strategy Many Paths for Growth:
Product portfolio
Product arena
Product line expansion
Performance enhancement
Application space
Targeted end equipments
Broad customer base
Increased product coverage
Packaging breadth
Broad packaging portfolio
Increased power density
Small form factor |
 Revenue Growth
$0
$100
$200
$300
$500
$700
2004
2005
2006
2007
2008
2009
2003
$433
$401
$343
$215
$186
$137
2010
$434
$613
Revenue by Year ($M)
$800
2011
$634
2013
$900
$635
2012
$826.8
+41%
-0.2%
+3.6%
$400
$600
+30.5% |
 Balance Sheet
In millions
Dec 31, 2012
Dec 31, 2013
Dec 31, 2011
Cash
$130
$157
$197
Short-term Investments
$23
Inventory
$140
$153
$180
Current Assets
$427
$491
$650
Total Assets
$793
$920
$1162
Long-term Debt
$ 3
$ 44
$183
Total Liabilities
$144
$200
$419
Total Equity
$649
$720
$744 |
 Why
Diodes Incorporated? Commitment
Unparalleled
commitment to
total customer
satisfaction.
Flexibility
Rapid, flexible
support of configured
products to address
customer system
requirements.
Products
Broad portfolio
of high power
efficiency,
space-saving
products.
Investment
Significant,
ongoing investment
in high-capacity,
world-class
manufacturing capability. |
 Packaging Focus: Miniaturization and Power Efficiency
DFN5060-4
Bridge
DFN0806-3
SOIC-16
TSSOP14/16
TO252
TO220/263/ITO220S
SOT223
SIP-3/4
SOT89
SOT23F
SOT23/523/SC59
SOD-323F
SOD123/323
QFN 3~16 pin
0.4mm DFN
0.3mm DFN
DFN0603-2
DFN1006-2
SOT953/963
SOT26/363
SOT25/353
SOT143/SC82
SOT666
QSOP16/20L
MSOP8/10
SOIC8
TSSOP8
TSOT23-5/6
PD-5
PM-III
PD-323
PD-123
PowerDI-5060
TSOT23-3
SOLAR
PowerDI-5SP
SOIC14
WL-CSP
DFN1114-3
Pyramid Stack |
 Efficient Manufacturing + Superior Processes
Shanghai-based packaging with capacity
approximately 30 billion units
Flexible and optimized manufacturing
process = low packaging cost
Additional packaging facilities in Neuhaus,
Germany and JV in Chengdu, China
Two discrete fabs, two analog fabs in
Kansas City, Missouri (5”
and 6”),
Oldham, United Kingdom (6”),
and Shanghai (6”) respectively
Bipolar, BiCMOS, CMOS and BCD process
Strong engineering capabilities
20
18
16
14
12
10
8
6
4
2
2.1bn
1.3bn
22
24
CapEx Model = 5% -
9% of 2013 Revenue
Packaging
Wafer Fabs
26
28
30
0
Economies of Scale: Production Units in Shanghai (bn)
2009
2005
2006
2007
2008
2004
2002
2003
2001
2010
2011
2013
8.2bn
11.8bn
15.4bn
16.7bn
5.4bn
3.4bn
16.0bn
20.3bn
23.2bn
25.3bn
27.8bn
24.2bn
30.0bn
2012
25.3bn
30.3bn |
 Broad Product Offering
Discrete
Standard ICs
ASSP
Diodes
Rectifiers
Standard Linear ICs
Power Management ICs
Sensors
Schottky Diodes
Schottky Rectifiers
Linear Voltage Regulators
DC-DC Switching Regulators
Unipolar Hall Switches
Zener Diodes
Super Barrier Rectifiers
Standard Linear Regulators
Buck
Bipolar Hall Latches
Switching Diodes
Standard Rectifiers
Quasi Low Dropout Regulators
Boost
Omnipolar Hall Switches
SBR
Diodes
Fast Recovery Rectifiers
Low Dropout Regulators
Buck/Boost/Inverter
Smart Fan Drivers
Power Zener Diodes
Bridge Rectifiers
Temperature Sensors
Power Rectifier Diodes
Voltage References
AC-DC Solutions
Magnetic Sensors
Shunt References
Primary-Side Regulators
Low Power Motor Control
Micropower References
PWM
MOSFETs
Protection Devices
BJT Switches
Small Signal MOSFETs
Zener TVS
Current Monitors
Constant Current / Constant
Voltage
Power MOSFETs
Thyristor Surge Protection
Current Output
Protected MOSFETs
Data Line Protection
Voltage Output
Power Switches
Digital Broadcast by Satellite
High Voltage MOSFETS
Load Switches
Fixed Bias Generators
Complementary Pairs
Operational Amplifiers
USB Switches
Switched Bias Generators
H-Bridges
Multiplex Controllers
IntelliFET
Comparators
LED Drivers
Integrated Switch Matrix
Charge Pump
DBS Interface
Bipolar Transistors
Function Specific Arrays
Special Functions
Boost
Small Signal BJT
Relay Drivers
Timer IC
Buck
Pre-biased BJT
Discrete Load Switches
Reset Generators
Medium Power BJT
Discrete Voltage Regulators
Current Mirror
Power Supply
High Power BJT
MOSFET Gate-Drivers
MOSFET Controllers
Darlington Transistors
Logic ICs
Active OR-ing Controllers
Gate-Drivers
Single Gate
Chargers
Low Saturation BJT
AHC, AHCT, LVC, LVCE, AUP
H-Bridges
Dual Gate
Class-D Audio Amplifiers
LVC
Standard Logic
LVC, HC, HCT, AHC, AHCT |
 Diodes Key Capabilities
One of Diodes’
key capabilities is its ability to listen and respond rapidly
to customer requests for existing die to be repackaged or reconfigured.
|
 CORPORATE
OVERVIEW
Version 2.4 |