Creating The Future Rather Than Chasing It

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1 Creating The Future Rather Than Chasing It Sir Hossein Yassaie CEO Imagination Technologies GSA Israel Summit Nov2013 p1

Imagination Overview Leading silicon, software & cloud IP supplier Multimedia, processors, communications, cloud Licensing & royalties based business model Targeting high

division Digital radio, connected audio, home automation Established technology powerhouse Founded 1985; London FTSE 250 (IMG.

2 Imagination Overview Leading silicon, software & cloud IP supplier Multimedia, processors, communications, cloud Licensing & royalties based business model Targeting high volume, high growth markets Semiconductor manufacturers and OEMs Mobile, home consumer, automotive, storage, networking, infrastructure, IoT Pure: our strategic product division Digital radio, connected audio, home automation Established technology powerhouse Founded 1985; London FTSE 250 (IMG.L) UK HQ; global operations with ~1,600 employees Cloud Multimedia General Processing Comprehensive IP portfolio for SoCs & cloud connectivity IP business pathfinder Market maker/driver Imagination Technologies GSA Israel Summit Nov2013 p2

3 In more products than ever before More than 5 billion products 3+ million per day Note: now includes MIPS Imagination Technologies GSA Israel Summit Nov2013 p3

4 It All Starts With The Crystal Ball! Imagination Technologies GSA Israel Summit Nov2013 p4

5 From crystal ball to reality Silicon IP => SoC => End products Vision Reality Factors? Drivers? Trends? Imagination Technologies GSA Israel Summit Nov2013 p5

From IP cores to SoCs to end products A long innovation path End

define what an end product can or cannot do End products have

cores New SoCs have 2+ year design start to production cycle

6 From IP cores to SoCs to end products A long innovation path End product features massively influenced by SoC capabilities SoCs define what an end product can or cannot do End products have around 1+ year concept to launch cycle times SoCs enabled by IP cores New SoCs have 2+ year design start to production cycle times Complex IP cores take at least 2-3 years to develop 4-6 years Your vision needs to be right! IP development SoC development Product development Imagination Technologies GSA Israel Summit Nov2013 p6

7 Steering the crystal ball Understanding real trends in key areas is far more important than endless spreadsheets! Technology Trends Imagination Technologies GSA Israel Summit Nov2013 p7

8 The evolving food chain OEMs working with IP Differentiation Platforms The ultimate battle: Consumer loyalty at home, on the move, at work Many dependencies IP Suppliers Semiconductor Manufacturers OEMs & Brands Network Operators & Service Providers IP transforms semi R&D Amortise R&D costs Common ecosystems Foundries Foundries transform semi manufacturing Amortise fab costs Enables fabless ODM ODMs Supporting brands Internet & Apps It used to be so simple Internet Direct route to consumers Impacts everything! Connectivity, scalability, security Imagination Technologies GSA Israel Summit Nov2013 p8

9 The evolving food chain OEMs working with IP Differentiation Platforms The ultimate battle: Consumer loyalty at home, on the move, at work Many dependencies IP Suppliers Semiconductor Manufacturers Evolution continues! What next!? OEMs & Brands Network Operators & Service Providers Don t put the crystal ball away! IP transforms semi R&D Amortise R&D costs Common ecosystems Foundries Foundries transform semi manufacturing Amortise fab costs Enables fabless ODM ODMs Supporting brands Internet & Apps Internet Direct route to consumers Impacts everything! Connectivity, scalability, security Imagination Technologies GSA Israel Summit Nov2013 p9

10 Consumers are everything Products are only successful if consumers buy them And generally they do if it Makes their lives easier Makes them happier Makes them healthier Saves the planet But Expectations are changing Cultures are different and value things differently You need an up-to-date, socially aware and globally cultured crystal ball! Imagination Technologies GSA Israel Summit Nov2013 p10

11 Technology evolution the rise of SoCs 1 st gen video: 3-4 chip 480i decoder Later gen video: 1 chip 720i decoder; multi-chip system Latest gen video: 1080p, multi-standard; 1-2mm 2 IP! Multi-chip functions Multi-chip systems System on Chip Imagination Technologies GSA Israel Summit Nov2013 p11

SoCs - key enablers in taking a vision to reality Commoditising Complexity Functionality Bringing everything together Advanced capabilities e.

12 SoCs - key enablers in taking a vision to reality Commoditising Complexity Functionality Bringing everything together Advanced capabilities e.g effortless UIs Performance Making new things possible Instant wow-factor Power & size Everything mobile Churn A key enabling platform for new innovations driving consumer demand SoCs are very complex and expensive it s critical to get them right Imagination Technologies GSA Israel Summit Nov2013 p12

13 SoC IP for every market Imagination is delivering industry's most comprehensive IP portfolio FlowCloud Connecting to the Cloud and other devices Ensigma RPU Radio comms processor MIPS CPU General processor PowerVR GPU Graphics processor PowerVR VPU Video & Vision processor Unified Memory All of Imagination s IP stand as class leaders in their field, and also work together to create unrivalled solutions for our increasingly connected, media-rich world Imagination Technologies GSA Israel Summit Nov2013 p13

Each processor designed to be the best Class-leading functions that join together to create optimal system solutions CPU: control Serial compute for complex sequential heuristics System level

14 Each processor designed to be the best Class-leading functions that join together to create optimal system solutions CPU: control Serial compute for complex sequential heuristics System level management and control Supports multiple operating systems GPU: graphics Both graphics & parallel compute Maximum processing on-chip High memory latency tolerance VPU: video Multi-standard video decode and encode Configurable hardware for ultra-low power and size RPU: radio Programmable + configurable engines for highest performance Supporting complex dataflow & scalability Multi-standard: Wi-Fi; TV/radio; M2M sensors CPU GPU VPU RPU Imagination Technologies GSA Israel Summit Nov2013 p14

Imagination Today An unrivalled silicon & software IP portfolio for SoCs

CPU: Performance & Embedded PowerVR RTU: Ray Tracing PowerVR VPU: Video & Vision

Communications Ensigma RPU: connectivity Cloud FlowCloud: Server & Client

15 Imagination Today An unrivalled silicon & software IP portfolio for SoCs Multimedia Processors General Processors PowerVR GPU: Graphics, Compute MIPS CPU: Performance & Embedded PowerVR RTU: Ray Tracing PowerVR VPU: Video & Vision OS: Tools: Android, Linux, RTOS, GNU, LLVM, Debug, Probes Cloud Multimedia Communications Ensigma RPU: connectivity Cloud FlowCloud: Server & Client Technology General Processing Ensigma RPU: broadcast receivers FlowCloud: Comprehensive APIs HelloSoft: V.VoIP & VoLTE FlowCloud: Growing ecosystem, IoT, M2M Complementary businesses supporting new technologies Imagination Technologies GSA Israel Summit Nov2013 p15

We ARE creating a new force in CPUs Most efficient true RISC architecture

base and substantial ecosystem Provide certainty on the future Build on

market segments & ecosystem Market leading and comprehensive product

Series5 Warrior family of CPU IP cores Coverage across all key segments

electronics industry a real choice for CPU IP Networking Tablets Wearable

16 We ARE creating a new force in CPUs Most efficient true RISC architecture Performance, power consumption, architectural elegance Strong installed base and substantial ecosystem Provide certainty on the future Build on existing diverse and strong customer relationships Develop other key market segments & ecosystem Market leading and comprehensive product roadmap Build on the Aptiv product range Compelling next generation MIPS Series5 Warrior family of CPU IP cores Coverage across all key segments Exploit increasingly open OS and app portability Set-Top Box Giving the electronics industry a real choice for CPU IP Networking Tablets Wearable computing Enterprise Infrastructure Imagination Technologies GSA Israel Summit Nov2013 p16

17 Making the Internet of Things reality Well-defined APIs Basic services shrink-wrapped Optional valueadded services Music, radio, VoIP Device to Cloud Device to Device Subscription & transaction-based business model Security Home Automation And everything else! Ecosystem Healthcare Industrial The FlowCloud IP platform enables domain experts & ecosystem partners to develop exciting new connected applications, products and services Toys Imagination Technologies GSA Israel Summit Nov2013 p17

The digital home revolution is coming Everything

Consumers expect their content everywhere Streamed

smartphones & tablets Everything must work together

all join up Imagination delivers system level IP to

software infrastructure & services FlowAudio: music

VoIP telephony Caskeid : high performance, ultra

18 The digital home revolution is coming Everything going wireless but will they work together? Consumers expect their content everywhere Streamed from the cloud and locally controlled by smartphones & tablets Everything must work together Multimedia, home automation, security, ehealth must all join up Imagination delivers system level IP to help make this a reality FlowCloud: hardware + software infrastructure & services FlowAudio: music and radio FlowTalk: V.VoIP telephony Caskeid : high performance, ultra low latency multiroom audio streaming Ecosystem Imagination Technologies GSA Israel Summit Nov2013 p18

human-centric designs and products Connected everything Robotics utilising both local and cloud computing NOT

19 So what s on the hot list? HOT GPU Compute scaling to TFLOPs Parallel software finally here for the masses: the next app revolution Ever more human-centric designs and products Connected everything Robotics utilising both local and cloud computing NOT Anything that isn t connected Do everything programmable sequentially on a CPU Devices that aren t smart Me-too products: devices that don t make a difference Imagination Technologies GSA Israel Summit Nov2013 p19

20 What Else Matters? Imagination Technologies GSA Israel Summit Nov2013 p20

Customers Relationships are key - from Exec Board to Lab Bench They must all feel they have your full attention at all times Size really does matter!

21 Customers Relationships are key - from Exec Board to Lab Bench They must all feel they have your full attention at all times Size really does matter! Showcase major customers establish technical credibility better than any evaluation Small fast moving customers matter too Showcase what you can achieve sooner, and you can drive it more Customers re-inventing their business using your technology to recover their market position You need several types of customers, not just the most obvious ones Imagination Technologies GSA Israel Summit Nov2013 p21

22 People Brilliant & creative Passionate believers On the same page Trusted and trusting Your core people shape the DNA and uniqueness of your company; don t compromise on them Imagination Technologies GSA Israel Summit Nov2013 p22

Ecosystem and Community For technology to create demand and become pervasive, valued uniqueness is essential If the valued uniqueness is recognised, an ecosystem will start to coalesce

23 Ecosystem and Community For technology to create demand and become pervasive, valued uniqueness is essential If the valued uniqueness is recognised, an ecosystem will start to coalesce around it The ecosystem itself ultimately becomes a key valued uniqueness That is how you make your technology desired and essential Imagination Technologies GSA Israel Summit Nov2013 p23

Execution, execution, execution Sooner or later the talk must stop and delivery starts Nothing degrades a relationship faster than not meeting milestones Recover from screw-ups Successfully managed

24 Execution, execution, execution Sooner or later the talk must stop and delivery starts Nothing degrades a relationship faster than not meeting milestones Recover from screw-ups Successfully managed these will strengthen relationships Manage expectations They rely on what you say you mustn t let them down Everyone in your company result and customer focused You can t watch everything it must be part of your culture Nothing compensates for lack of execution; good execution means repeat business Imagination Technologies GSA Israel Summit Nov2013 p24

Revenue Plans Success breeds success Have a plan that delivers incremental progress towards your vision Investors are not patient they need to see revenue

25 Revenue Plans Success breeds success Have a plan that delivers incremental progress towards your vision Investors are not patient they need to see revenue progress along the way, not just at the end of the rainbow Plans must have realistic incremental waypoints Imagination Technologies GSA Israel Summit Nov2013 p25

26 Scale Think Big! Businesses must start global Think Leadership! Good enough is never good enough Think Influence! Your business needs to impact the Tier1s Imagination Technologies GSA Israel Summit Nov2013 p26

27 So - what are the key factors? Strategy - anticipate trends, don t extrapolate existing markets Customers - industry leaders drive credibility, but you need a mix People - your key people will drive every aspect of your business Ecosystems and Communities - a key factor to making technology desirable and essential Execution - no excuses for poor delivery; coping with problems builds trust Revenues - investors will not wait for the slam dunk multiple rainbows! Scale - think big! Imagination Technologies GSA Israel Summit Nov2013 p27

Concluding Remarks Understand & take into account the changing food chain It offers real opportunities and threats Understand the key technology trends and target customers using your crystal ball Be

28 Concluding Remarks Understand & take into account the changing food chain It offers real opportunities and threats Understand the key technology trends and target customers using your crystal ball Be very focused on what is your thing use IP and partners for the rest Don t create more than absolutely necessary focus on delivering your vision Then don t accept anyone telling you it can t be done, will never succeed against the big guys, doesn t have a market, Imagination Technologies GSA Israel Summit Nov2013 p28

29 Creating The Future Rather Than Chasing It Sir Hossein Yassaie CEO Imagination Technologies GSA Israel Summit Nov2013 p29

Imagine Your Future... Graduate recruitment 2013/14

Imagine Your Future... Graduate recruitment 2013/14 Welcome There s a very good chance that you own one or more products that are powered by Imagination Hossein Yassaie CEO Imagination creates smarter