EX-99.6 6 dex996.txt MANAGING LIGHT- CCFL Exhibit 99.6 Header of all slides [Logo] Microsemi more than solutions - enabling possibilities Analyst Day | 11/7/2001| http://www.microsemi.com Slide 1 Managing Light - CCFL Roger Holliday, VP of Marketing/Product Development Slide 2 LCD Backlight Inverter . A backlight inverter is a small power supply that converts a low voltage DC signal to a high voltage AC Signal capable of driving a CCFL . A NIT is a measurement of light typically used to define display brightness characteristics and often used in display comparisons (candella/meter2) . A CCFL inverter efficiency is defined as its ability to convert power into light. The term Nits/Watt is used for this comparison [picture of circuit board] [picture of AAA alkaline battery] [picture of circuit board] Slide 3 Managing Light (CCFL) . What sets us apart - Patented Fluorescent Lamp (CCFL) Driver Architecture -- 50% more efficient than competition -- 40%- 90% less components -- Full Range Dimming /Full Temp Range - Application engineering -- Products designed for specific end markets -- PDA, Automotive, LCD TV products . Applications -- PDAs (leader in CCFL lit color displays) [picture of PDA] [picture of PDA] [picture of PDA] [picture of PDA] [McDonald's Logo] -- Wireless Web, AutoPC, 3G Phones, Medical Displays, Voice Over IP Phones, Fish Finders, Pen Based computers . What's next? -- Ambient light tracking systems, auto-brite adjust [graphic of AutoPC] [graphic of AutoPC] [graphic of Parview Golf GPS] Application Major Design Wins ------------------------ -------------------------------------------- Automotive BMW Automotive Clarion AutoPC Automotive Marelli (Italy) Automotive Mercedes* Automotive Rosen Avionics Kaiser F-22 E Book Go Reader E Book RCA Entertainment Boeing 777 Entertainment Sony InFlight Systems LCD Monitor Phillips LCD Monitor Samsung Notebook Compaq Armada PDA Compaq iPAQ PDA HP Jornada Series PDA Palm IIIC PDA Siemens PDA PDA Toshiba e570 Pen Computer Symbol Portable Pen Tester/Meter Agilent Optical Tester Web Tablet AirSpeak FLAIR Web Tablet Intel Web Tablet Nokia Web Tablet Sonic Blue/Number 9 Slide 4 CCFL Competition . Linear Tech - The encumbant (high priced, standard products) . Maxim/Micrel (niche) . TI/Unitrode (not a focus) . O2Micro (strong in Taiwan) . MPS (struggling, presence in Taiwan) Slide 5 Reducing Inverter Size Complete LXM1617 Inverter BOM ----------------------------- 1 LX1689CPW 1 Transformer 1 Dual FET 5 Resistors 8 Capacitors 16 Parts - Total Count! Slide 6 What sets us apart . System engineering and integration, design, and process expertise for battery operated applications . Combination of IC, Systems and Module Technology . Historical and base expertise in PWM technology . Efficiency, Wide Range Dimming Capability and Compact Form Factor Slide 7 What's Unique About our Inverters? . Full feature performance including Wide Range Dimming. . Produces 20% to 35% more light for the same power than existing solutions. . Full temperature operation Light Out (NITS) 120 x o x o 90 x o x o 60 x o x 30 x x 0 x ---------------------------- 0.3 1.0 2.0 3.0 4.0 5.0 Power Used (WATTS) X = RangeMAX o = Other Inverters Slide 8 Digital Dimming [Figure 3 - 50% Burst Duty Cycle] [Figure 4 - 2% Burst Duty Cycle] [Figure 5 - 2% Burst Duy Cycle (Expanded Time Base) [graphic of computer icon] [picture of laptop computer] Slide 9 Efficiency Analysis Examples Program/Customer Efficiency Improvement ------------------------------------------------------- . Palm (3Com) 3C PDA +28% . Intel Strongarm Web Tab >20% . Compaq "IPAQ" +60% . HP Jornada +24% Slide 10 Severe Systems Applications . Automotive Requirements - -40C +85 operation - High pressure Lamp Technology - Night Time Driving Conditions - Day Time Driving Conditions - Safety . Customer Base - Europe - Becker, Philips, VDO, Yazaki - Japan - Matsushita - USA - Visteon, Rosen . Vehicle Platforms - BMW, Audi, Porsche, Mercedes, Ford, Lincoln, Honda, Pontiac, Fiat . Applications - GPS, Auto PC, Rear Seat Entertainment Slide 11 High Pressure vs Standard CCFL Light Output Vs. Temperature Temperature in C Standard High Pressure (Light Output in Nits) --------------------------------------------------- -40 25 500 -35 35 950 -30 40 1200 -25 50 1400 -20 100 1667 -15 200 1837 -10 348 2030 -5 500 2200 0 700 2378 5 896 2519 10 1200 2650 15 1681 2770 20 2100 2896 25 2459 3000 30 2815 3100 35 3100 3150 40 3311 3150 45 3400 3100 50 3341 3000 55 3200 2900 60 3000 2800 65 2750 2750 70 2500 2700 75 2170 2650 80 1756 2625 85 1250 2600 Slide 12 Low Temp Features Light out vs. Time as function of Lamp Current Amplitude Nominal Lamp Current Rating is 9 MA RMS 300 x x x x LCD PANELAT -40C x x 250 Ligt Out (NITS) 200 o o o 150 x o * * * 100 o * * # # # 50 o # x # 0 xo*# ----------------------------------------- 0 20 40 60 80 100 120 Time(Seconds) X = 15 mArms o = 11 mArms * = 10 mArms #=9 mArms Slide 13 Insta-Brite [Linfinity Logo] [schematic] Current Amplitude Control Dimming, 9mA, 6mA, 3mA, +VDigital Duty Cycle Control Dimming, 6mA, LXM1614, 9mA, 6mA, 3mA, Backlight Inverter Combines Current Amplitude and digital Techniques Microsemi Combines These 2 Techniques Into One RangeMAX Module Slide 14 Markets/Positions . PDA - Dominant with 1st Tier Manufactures, estimate 60-70% share of color CCFL lit market - Efficiency, Parts Count - Compaq IPAQ, Toshiba, HP Jornada, Symbol, Olympus, Nokia, Ericsson . Automotive - Dominant with 1st Tier Manufacturers - System Expertise, Dim Range and Hi Press Technology - BMW, Mercedes, Audi, Ford, Lincoln,....... . Notebook - Niche Position transitioning To Mainstream - Efficiency, Parts Count - Compaq Armada Series, Taiwan Subcons . LCD Monitor/TV - Niche Position - Efficiency and Lamp Life - Pursuit with new IC Slide 15 RangeMAX Opportunity RangeMAX Projected Revenues Minimum Range Maximum Range ------------------------------------------------------------ FY 99 ~1 FY 00 ~3.5 ~3.5 FY 01E ~8 ~12.5 $Millions FY 02E ~15 ~20 FY 03E ~22 ~32 Slide 16 RangeMax Family . Production - LX1686 - The Original Direct Drive CCFL Controller - LX1689 - PDA, Notebooks, and Monitors Markets -- High Efficiency -- Less External Components Vs LX1686 . Sampling - LX1688 - High Performance Monitor Market - Synchronize Lamp Current Frequency and Phase of up to 10 Controllers - Lamp Failure Reporting . Final Development - LX1687 - Automotive Market -- Wide Range Dimming (1000:1) -- Wide Temperature Operation - LX1690 - PDA and Notebooks -- Wide Input Voltage Range (6-28V) Slide 17 Why the Excitement . Explosive LCD Growth > 25% annual . Emergent Auto Market, CY2002, CY2003 . Dominance in PDA and Automotive . Patent Protection . Lowest Industry Part Count Solution . 1st Tier Partnerships . Complementary New Product Opportunities ($/System) -- "Human Eye" Ambient Light Detection -- DC/DC Conversion Products -- LED -- LED Drivers -- AudioMax -- Transient Protection solutions -- RF products -- Heaters/Coolers for Automotive Seats . ($ / System)