Investor Presentaiton
5V Transistors - Critical and Growing Market
atomera
▸ Targeted at rapidly-growing PMIC (Power Management IC) market
Power devices can be up to 80% of PMIC die area
▸ All ICs need stable, regulated power
Across battery charge level, lifetime degradation, and load
Across usage modes - DVS (Dynamic Voltage Scaling), sleep, others
► 5V transistor required to deliver IC power from any source
Battery-powered, USB, wall connected
5V devices do not scale with Moore's Law
▸ MST SP allows significant scaling of gate length, and a performance boost
Product Category
2018-2025F IC Market Forecast by Device Type (Analog)
18 19
Power Management (SM)
Units (M)
ASP (S)
19/18
% Công
14,529 14,050 -3% 14,640
69,243 67,227 -3% 68,409 2%
$0.21 $0.21 0% $0.21 2%
20
20/19
% Ching
4% 18,153 24%
80,788 18%
$0.22 5%
21F
21/20
% Ching
22/21
22F
23/22
24/23
| % Công
23F
24F
| % Công
25F
| % Công
20,332 12%
91,396 13%
$0.22 -1%
22,568 11% 23,019 2%
102,475 12% 105,580 3%
$0.22 -1% $0.22 -1%
24,861 8%
115,178 9%
25/24 20-25
% Ching CAGR
11%
11%
$0.22 -1%
0%
THE WALL STREET JOURNAL.
"A typical 5G smartphone can
hold as many as eight power-
management chips, compared
with two to three in a 4G phone,
according to Hui He, an analyst
at research firm Omdia."
WSJ "Why the Chip Shortage is So Hard to
Overcome" 4/20/2021
Source: IC Insight's McClean Report, June 2021View entire presentation