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Taiwan-India Joint Business Council Meeting Sep 8, 2014 G. Badri Narayanan Head - Sales & Marketing Natronix Semiconductor Technology Pte Ltd Defining The Future Through Partnerships Content India Demographics India – IT & Electronic Industry Electronics Demand Supply Gap Investment Opportunities Natronix Group Defining The Future Through Partnerships Indian Demographics Income • PPP per capita income of US$5350 • Middle income group to reach 500Mln by 2025 Population • Urban / Rural – 28%/72% • Male : Female – 1.06%:1 • Literacy - 74% Age • Average Age of Indian by 2020 – 29years • By 2020, 50% of population below the age of 25 Defining The Future Through Partnerships Source - DNB Indian Demographic - GDP FY2014 – Economy Recovery GDP Projections FY2015 ~ 17 7.8% FY2018 ~ 20 9.5% Defining The Future Through Partnerships Source - DNB IT Industry Target Revenue of US$118Bln in FY2014 100% increase in 5years @ 12% CAGR Employs 3.1Mln people Emerging Geographies & Verticals, SMB’s Revenue / employee up by 1.2Xsince 2009 Fast Growth of SMAC Defining The Future Through Partnerships Source - Nasscom ESDM Market 2014 Estimate for Key Products (US$ Bln) 35.0 30.0 25.0 21.2 20.0 Market Domestic Mfg 15.0 2011~2015 CAGR 10.0 5.5 3.9 5.0 2.4 3.0 2.0 2.0 0.5 0.0 0.0 Mobile Handsets TV Display Laptops Zero value addition in Laptops Low & Medium value addition in others Smartphone Market to reach US$24Bln. by 2015 Desktops Defining The Future Through Partnerships 0.4 Tablets Supply Demand Gap Supply Demand Gap of US$296Bln. at current Industry CAGR Electronic Imports to exceed Oil imports by 2020 at current growth rate Defining The Future Through Partnerships Source - Deity Semiconductor Industry Indian Semiconductor Market • No Domestic Production • 100% supported through imports Taiwan Competency • Wafer Fab & OSAT Ecosystem • IC Design Houses • RM, Tooling & Equipment vendors Defining The Future Through Partnerships Source – F&S Opportunities Galore Huge Market Skills Government Initiatives Demand Supply Gap – US$300 Bln by 2020 Engineering Talent Pool for design, R&D Stable Government & vision to propel Domestic ESDM Low Manufacturing Base & Import dependent Low Cost skilled workers Policies & Incentives Defining The Future Through Partnerships Source – Deity Government Policies US$100Bln. Investment 28Mln. Job creation MSIPS Electronics Clusters Semiconductor Policy • ₹10,000 Cr. fund for ESDM • 20% Capex subsidy for SEZ & 25% for non SEZ units • Brownfield – 75% of Project cost (₹50 Cr. ceiling) • Greenfield – 50% of Project cost (₹50 Cr. Ceiling / 100 acres of land) • Principle approval given for two fabs • Aim to reach 20nm node in 2years • 40,000 WSPM of 300mm Industries Covered – Nanoelectronics, Semiconductor Fabs, LCD, LED, Solar, Passives, EMS Electronic R&D Ecosystem & IP Generation Innovation and Job creation Defining The Future Through Partnerships Natronix Group Brief Profile Operations SPEL •Headquartered in Singapore •Integrated Semiconductor solutions provider •Present in IC Design & packaging •Singapore – Design & Verification •India •IC Packaging - SPEL •Design & Verification •First & only IC Assembly & Test facility in India •Professionally managed with 25years of Operational excellence Future Plans - OSAT OSAT Acquisitions •APAC Wafer Bumping • RDL • Cu Pillar • Low K Wafer High end Packages •BGA, MEMS, SOC Future Plans – D & V Verification IP Silicon proven Digital IP Advanced RTL to GDSII FPGA based SOC Digital SOC Verification Defining The Future Through Partnerships SPEL, Chennai, India Natronix’s India OSAT Facility Services Infrastructure •Turnkey IC Assembly & Test •Reliability •Package Engineering •Test Engineering •Failure Analysis •22 Acre Campus •State of the art facility •Annual Capacity of 500Mln units •Gullwing SMD & QFN Package assembly capability •Inhouse Reliability and FA capability Customers Defining The Future Through Partnerships Defining The Future Through Partnerships Taiwan Semiconductor Ecosystem & SPEL IC Design Houses Wafer Foundries • SPEL provides OSAT services to various product companies • Customer - GsTek, Zilltek, Anapex • Wafer Sources - TSMC, UMC & Other fabs Taiwan Semiconductor Industy Equipment Suppliers Material Suppliers • ATE Platforms – V50 • Back End Assembly Equipment Lingsen • Lead-frame – FuSeng, Poongson • Trays – Sunrise Plastics Defining The Future Through Partnerships Natronix Attractiveness Established presence in Semicondutor with track record Infrastructure Management Vision to become a Global Semiconductor Company Present in Key Electronic Ecosystem (Chennai) IC & Semiconductor Package Design Trusted Name Over 15 acres of open space for JVs Engineering team with knowledge in latest technologies Defining The Future Through Partnerships R&D / Engineering We look forward to providing further info as found necessary G.Badri Narayanan [email protected] +(91) 98407 40775 Defining The Future Through Partnerships