GlobalFoundries Results Presentation Deck slide image

GlobalFoundries Results Presentation Deck

End Market Highlights Communications Infrastructure & Datacenter Q3'21 Rev. Y /Y KEY HIGHLIGHTS Smart Mobile Devices $849m +45% Ramp of 2020 DWINs in Image sensor, 5G RF Front End and WiFi6e new markets Continued growth in Sub 6GHz market as 5G-enabled handsets expected to nearly double in 2021 Higher GF Silicon content in 5G handsets. $285m +34% GF customers increasing market share in the growing Datacenter market Broad-based strength from Enterprise and Datacenter Networking Communications customers Growth from customers exposed to the cellular infrastructure and RF Transceiver end markets Home and Industrial loT $218m +37% Ramp of key products in lo in addition to increased ASPs from key customers for applications such as DTVs, WiFi and wireless payments Broad-based growth for microcontrollers (MCUS) GlobalFoundries © 2021 All Rights Reserved Automotive $103m +368% Ramp of new designs that have been in development and qualification for the past few years GF automotive solutions now going into a variety of automotive products such as in-vehicle comfort, safety and battery management solutions for EVs ITT Personal Computing $113m -40% Declining personal computing market SAM due to continued and expected transition of certain customer designs to lower nodes GF optimizing and prioritizing wafer capacity for higher profits and more durable demand from other end markets GlobalFoundries 11
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