SiTime - Supply Chain Benefits - June 2024.pptx

SiTime - Supply Chain Benefits - June 2024.pptx

1. June 2024 Supply Chain Benefits

2. One Sourcing – SiTime has the Complete Solution Resonator Oscillator Buffer / Clock IC Source Externally Quartz (No MEMS Silicon) Analog Timing MEMS Source Externally

3. Final Test ASE/Carsem/UTAC QFN, SOT or WL-CSP packaging ASE/Carsem/UTAC MEMS wafers Bosch (200 mm) CMOS wafers TSMC (300 mm) Ship Leverage on The Global Semiconductor Infrastructure

4. MEMS vs. QUARTZ Oscillators - More Stable Supply Chain QUARTZ MEMS Process Batch Semiconductor Fab/Factory Single-Purpose Multi-Purpose Investments Dedicated Factory Shared Foundry Scale Flexibility 10,000 w afers = 1B MEM S

5. Quartz Supply Chain: Truly Multi-Sourced? Think Again AKM Analog IC 70% share Is “Multi-Sourcing” Really Multi-Sourcing? Kyocera Ceramic Package 70 % share NDK TXC KDS EPSON* KYOCERA SIWARD RIVER TAITIEN How Many Quartz Suppliers are Geopolitically Safe? Is the Name on the Label Really the Manufacturer? *Epson designs their own Analog ICs

6. Programmability Drives Flexibility Frequency Spread Spectrum Stability Output Type Voltage Temperature FlexEdge Rise / Fall Times In-System Programmability Programmable Options Automotive Industrial Communications & Enterprise Aerospace & Defense MEMS 9 Analog 16 Package 20 Consumer, IoT & Mobile 65 Product Platforms 30K Part Numbers Shipped One base part + hundreds of programmable options = millions of part numbers

7. Programmability – Fastest Time to Production Configure in seconds No NRE Prototype in minutes Production-worthy samples Production in days Fastest lead times

8. Thank You