Sales training for HK & China distributors – Jun 07 Zetex Semiconductors Sales training for HK & China distributors – Jun 07 Leon Leung Regional Marketing Manager – Building Blocks

Contents: 1. Building Blocks overview of Zetex 2. Bipolar Transistors 3. Mosfets and Schottkys 4. Standard Linear ICs 5. Q&A

Building Blocks Overview of Zetex

Building Block Portfolio Bipolar 06 revenue- $64.5m Mosfet 06 rev -$11.9m Diodes 06 rev- $7m Monitors 06 rev- $4.1m Refs 06 rev- $7.6m Regs 06 rev- $2.7m Sp Fn 06 rev- $4.6m

Bipolar Transistors

Zetex Bipolar transistor value propositions In saturated switching applications “Smallest, low loss switches” In pulsed linear operation, gate driving “Smallest, highest current drivers” In linear operation “Smallest, high dissipation switches” Be aware of inferior alternatives being offered Power Dissipation at different conditions Continuous Current x Vce(sat) higher than package Pd

How we position our transistors influences how we sell Single source products Gives us security Limited competition products Multi source products 100 Require design in but can hold price Gives us value and growth ‘Design in’ or ‘switch sell’ parts where we need to ensure we compete for market share 80 60 % of portfolio Gives us volume 40 ‘BOM fillers’ that generally provide little value but lots of volume 20

Why do customers use Zetex transistors Why do customers use Zetex transistors? Understanding Our Product Value Propositions

Why do customers use Zetex transistors? There are 3 areas where we can clearly demonstrate a benefit from Zetex transistors When used as a Saturated Switch When used in pulse linear mode When used as a linear switch Depending how the transistor is to be used the product needs to be promoted differently i.e. different attributes need to be highlighted if the transistor is to be used as a Gate Driver as opposed to a Motor driver

Using bipolar transistors

Saturated switching - circuit requirements ”Smallest, low loss switches” Improved efficiency by: Reducing on state loss Reduced drive requirements Reduced switching loss Cost effective solution: Reduced heat generation allowing smaller package Reduced heat generation requires less copper area

Saturated switching - transistor attributes Key attributes Very low VCE(sat) High current gain hold up Small, high power packages Switching speed ”Smallest, low loss switches”

Saturated switching - competition NXP, Sanyo, On- Semi, Fairchild bipolars need: higher base drive and/or up to 6x bigger package Mosfets by Vishay, IR, ST, Infineon, Tosh, Hitachi need: - higher drive voltage: 1.8V vs 1.0V - 4x to 8x larger pack above 100V or at <4.5V gate drive ”Smallest, low loss switches”

Saturated switching applications Typical Applications LED Drive DC-DC conversion Motor driving Line disconnect switches ”Smallest, low loss switches”

Examples of a Saturated Switching application DC-DC Point of Load (POL) Module Requires Two NPN low saturation voltage transistors Vceo rating twice the module input voltage High Gain Smallest package ZXTN19100CFF, ZXTN19060CFF, ZXTN25050DFH

Examples of a Saturated Switching application High Power LED Driver Requires Low voltage NPN transistor Very low saturation voltage High Gain Smallest package ZXTN25012EFH ZXTN19020DFF ZXTN07012EFF

An example of a Saturated Switching application DC-DC switch in VoIP circuits Key accounts – Huawei, ZTE, Delta Similar accounts – Askey, Foxconn, Arcadyn, Xinwei etc Competition – UTC UP1855 Competition – Secos PZT359 Competition – CYStech BTP953L3, BTP955L3 Reference designs from Legerity Silicon Labs Infineon Winbond Other products we are looking to sell 5401 and 5551 equivalents

How to fend off the competition from UTC, CYStech FZT955 ZXTP2014G ZXTP2014Z ZXTP23140BF PIN FOR PIN REPLACEMENT PACKAGE SHRINK FURTHER Cost Package Size UP1855, BTP955L3 Equivalent to FZT955 Die will not fit in SOT89 Cannot offer in SOT23

How to fend off competition from Secos, CYStech FZT953 ZXTP2013G ZXTP2013Z PIN FOR PIN REPLACEMENT PACKAGE SHRINK FURTHER ZXTP19100CFF Cost Package Size New package SOT23 (FLAT) PZT359, BTP953L3 Lower Voltage than FZT955 Die will not fit in SOT89 Cannot offer in SO23 footprint

Pulsed linear operation - circuit requirements “Smallest, highest current drivers” Input VCC Vdriver No latch up No shoot through Good temperature stability Near rail to rail operation Zero quiescent current

Pulsed linear operation - transistor attributes Key attributes NPN + PNP device Gain hold up at High Peak Current Fast switching speed Input VCC Vdriver “Smallest, highest current drivers”

Pulsed linear operation - competitors Competition NXP, On-Semi, Fairchild, Sanyo bipolars give only 50% peak current in equivalent footprint- Zetex up to 20A Maxim, Micrel, TI Gate driver IC’s are :3x to 10x the cost, 10A peak current costs >$1, <20V Input VCC Vdriver “Smallest, highest current drivers”

Pulsed linear operation applications MOSFET Gate Driving IGBT Gate Driving Input VCC Vdriver “Smallest, highest current drivers”

An example of a Gate Driving Application Gate Driving of Power Mosfets and IGBTs in Power Supplies Key accounts – Delta, Emerson Similar accounts – Power One, ACBel Competition – Fairchild FSB649, FSB749 etc Competition – PBSS4140T, PBSS4249T, PBSS5140T, PBSS5240T etc Cross Reference FSB649 ZXTN25020DFL FSB749 ZXTP25020DFL PBSS4140T ZXTN2040F PBSS5140T ZXTP2041F PBSS4240T ZXTN25040DFL PBSS5240T ZXTP25040DFL

Transistors to promote for Gate Driving Volts Current 20 12 40 60 ZXNT25012EFL ZXTP25012EFL ZXTN19020DFF ZXTP19020DFF ZXTN2038F ZXTP2039F ZXTN25020DFL ZXTP25020DFL ZXTN25040DFL ZXTP25040DFL ZXTN2040F ZXTP2041F ZXGD3004E6 ZXTC2045E6 ZXTN19100CFF ZXTP19100CFF ZXTN19060CFF ZXTP19060CFF 100

Linear operation – circuit requirements “Smallest, high dissipation switches” Main Battery Power Management IC External Supply Small size solution with very limited pcb area available. High dissipation package Low voltage operation

Linear operation – transistor attributes Main Battery Power Management IC External Supply Key transistor attributes Packaging to meet Pd at low battery condition High reverse blocking voltage to eliminate the need for a Schottky diode Low Saturation voltage “Smallest, high dissipation switches”

Linear operation - competition NXP, On-Semi, Fairchild and many others bipolars Can’t combine low VCE(sat) and high power density pack Main Battery Power Management IC External Supply MOSFETs by Vishay, IR, ST, Infineon, Toshiba, Hitachi need: An extra Schottky reverse blocking diode for battery charging “Smallest, high dissipation switches”

Linear operation applications Battery charging in portable equipment etc Main Battery Power Management IC External Supply PSU start up circuits Regulator circuits “Smallest, high dissipation switches”

An example application for Linear Operation Power Supply Start up Switch Requires NPN device Voltage rating greater than input voltage Small package with Pd capable of Vce x Ic FZT493, FMMT493, ZXTN19100CF, FZT459

An example application for Linear Operation Battery Charging in Mobile Phones Key accounts – Samsung, LG, Huawei, ZTE Similar accounts – Motorola, UT Starcomm etc Competition – On Semi NSS20500UW3T2G Reference designs from Infineon – Entry level GSM platform – ZXTP25020CFF Qualcom – CDMA platform – ZXTD2M832 adaptor + USB charging Qualcom – CDMA platform – ZXT2M322 adaptor charging Other parts include ZXT10P20DE6, ZXT13P20DE6, ZXT13P12DE6, FMMT718

Package Comparison Package SOT323 SOT563F (flat) SOT23FH SOT23 SOT23FL Leadless SOT89 SOT223 Pin Out Dimensions L x W x H millimetres 2.2 x 2.4 x 1 1.7 x 1.7 x 0.6 3 x 2.5 x 1.1 3 x 1.7 x 1 2 x 2 x 1 4.6 x 4.2 x 1.6 6.7 x 7.3 x 1.8 Power Dissipation Watts (25x25mm, 1oz) 0.5 0.8 1.05 0.625 0.350 1.3 1.4 1.8 2

Example of Bipolar Transistor Road Map Competition FZT951 PIN FOR PIN REPLACEMENT New package SOT23 (FLAT) PACKAGE SHRINK Cost FURTHER PACKAGE SHRINK LOWER PROFILE PACKAGE ZXTP2027F ZXTP2012G PIN FOR PIN REPLACEMENT ZXTP2012Z ZXTP19060CFF PIN FOR PIN REPLACEMENTS ZX5T1951G ZXTP25060BFH Reduced Package Size

SOT23F (flat) package --------- New Package Introduction Better specifications than SOT223 and SOT89 3mm 2.5mm 1mm Fits on same pcb footprint as SOT23 Low profile package Max height 1mm

Bipolar- Leader in Power Density and Space Efficiency ZXTC25xxxE6 Dual FMMT617/717 1.7x size redn X23 Series replaces 850/950, 1050/1150 6x size redn SOT236 SOT223 X20 series replaces FMMT617/717 1.7x size redn X19 series ‘658/’758 ‘690/’790, P2120, N0545, 6x size redn SOT23FH X25 series replaces FMMT617/717 Further 2x size redn ½ pack cost 1/3 pack cost SOT323 SOT23FF SOT563F 6 Amp Continuous SOT23FL To Scale!! 3 Amp Continuous

Bipolar- Leader in Power Density and Space Efficiency ZETEX COMPETITION Value proposition in saturated switching ”Smallest low loss switches” in DC/DC converting, LED driving, Motor drive, Line driving To give the same performance; NXP, Sanyo, On- Semi, Fairchild bipolars need: - higher base drive and/or up to 6x bigger package Mosfets by Vishay, IR, ST, Infineon, Tosh, Hitachi need: - higher drive voltage: 1.8V vs 1.0V - 4x to 8x larger pack above 100V or at <4.5V gate drive Value proposition in pulsed linear operation gate driving “Smallest, highest current drivers” NXP, On-Semi, Fairchild, Sanyo bipolars give; -only 50% peak current in equivalent footprint- ZTX up to 20A Maxim, Micrel, TI Gate driver IC’s are : -3x to 10x the cost, 10A peak current costs >$1, <20V Value proposition in linear operation “Smallest, high dissipation switches” in battery charging, regulators, HV start up circuits, disconnect switches NXP, On-Semi, Fairchild & many others bipolars - can’t combine low Vce(sat) and high power density pack Mosfets by Vishay, IR, ST, Infineon, Tosh, Hitachi need - an extra schottky reverse blocking diode for battery charging SATURATED SWITCHING For the same performance Other suppliers bipolars need higher base drive and/or bigger packages Mosfets require higher voltage to drive them need larger packages at low gate drive and/or at higher supply voltages PULSED LINEAR OPERATION GATE DRIVING Other suppliers bipolars need larger packages for same performance or deliver inferior peak current in equivalent footprint Gate driver IC’s are expensive and give less than half the peak current than our best bipolars LINEAR OPERATION Other suppliers don’t have the combination of low Vce(sat) and high power density small SMT packaging

MOSFETs and Schottkys

Planar and Trench technology MOSFET Portfolio Variety of configurations N channel P channel Planar and Trench technology SM8

MOSFET Portfolio 1.8V + drive voltages IntelliFET™ 18A continuous Wide voltage range 1.8V + drive voltages 20 - 450V Smart MOSFETs IntelliFET™ Current range 18A continuous 60A pulsed RDS(on) range Down to 25 mΩ

Smart MOSFET developments BSP75N ZXMS6003 with programmable current limit ZXMS6001 Lower IIN BSP75N BSP75G 2005 2006 2007 2008 ZXMS6002 with status pin Lower on resistance Smaller packages Increased diagnostics capability

Schottky Diode Portfolio Key Features Low forward voltage Industry standard parts High current capability (up to 2A) 40V and 60V specifications BAT Series ZHCS Fast recovery time BAT54 BAT750 BAT1000 Use in high temperature environments ZLLS

Applications Key Applications Rectification DC-DC conversion LED Lighting Mobile telecomms PC Cards SCSI LAN PSUs High frequency rectification Key Applications

Example applications

Automotive LED tail/stop light ZHCS2000 ZXMN6A07F ZXTP2039F ZXSC300

12V Single phase motor for extraction or blowing fan ZHCS1000 ZXBM1015Q20 ZXMHC3A01T8 4 x ZXMN6A09K 2 X Dual MOSFET 2 x Bipolar + 2 x MOSFET

MOSFETs and Schottkys Lots of opportunity to switch sell IRLML2502 = ZXMN2A14F IRLML2402 = ZXMN2A01F Si2304DS = ZXMN3A01F BAT750 = BAT750 BAT1000 = BAT1000 Most competitive with SOT23, SOT89 and SOT223 packaged types Expanding our product portfolio – Voltages and Packages Developing range of Smart MOSFETs

Standard Linear ICs

Zetex Standard Linear ICs Hold existing business Grow business thro’ design registration Grow business thro’ market share growth Hold existing business

2006/7 New product releases Zetex 1st bidirectional current monitor ZXCT1041 Zetex 1st 40V current monitor ZXCT1081 (60V due Q2) Zetex electronic fuse ZXCT1032 Zetex released family of LM4041, LM4040-2.5, LM4040-5.0 2nd sources Expanded ‘TL431 alternatives SC70-6 due in Q2

Product rationalisation In process of removing all TO92 products Removal of references in E-line Reducing # supply voltage monitors, voltage regulators and ZRA references

Current monitor value propositions In short- circuit detection for power supplies “Simplest Short-Circuit Detector” In High-side current sensing for adapters and automotive apps “3-pin sensing with low-side output” In battery life measurement for portable applications “Simplest, lowest Iq Gas-Gauge”

Current monitors – current output Description VIN (V) Accuracy @ VSENSE = 100mV Quiescent Current µA Gain Output/ VSENSE Band Width (MHz) Package ZXCT1008 Automotive temp range ‘1009 2.5 to 20 ±2.5% 4 10mA/V 2 SOT23 ZXCT1009 3-pin current monitor SM8 ZXCT1010 Improved offset over ZXCT1009 3.5 SOT23-5 ZXCT1011 Improved temperature drift 1.5 ZXCT1012 Thin ZXCT1010 TSOT23-5 TDFN3x3-5 ZXCT10201 Low offset at low VSENSE ±2% 25 Prog2 1 ZXCT10501 Current output ZXCT1051 0 to Vcc - 2 ±4% 50 1 Expected 2Q07 2 Set by 2 external resistors

Simple High side current sensing Rsense Vin To load ZXCT 1009 Key features: High-side current sensing Output voltage referred to GND Up to 2.5V sense voltage 2.2V - 20V supply range 4µA supply current 1% typical accuracy Simple to use Operating voltage can be increased by external BJT Vout Rout “ 3-pin sensing with low-side output”

Key applications Over-current detection AC-Adapters GPS antennae Battery chargers Smart battery packs DC motor control Hot swap inrush current limit

Competition ST, TI, On- Semi, UTC Op-Amps- - low side sense upsets ground ref - less accurate: 20% v 3% TI High-side current monitors - 2x cost

Battery life measurement ZXCT1010/2 provides a simple cost effective improvement for remaining battery capacity estimation Battery discharge current is used to improve ‘gas gauge’ accuracy µPwr ZXCT1010/12 provides unique solution: 3.5µA IQ has little battery drain 2.5V VIN(MIN) operates over full Li-Ion cell range Discharge current is measured & used to: Calculate charge remaining Protect battery Change capacity profile Li- Polymer 2.7 To 4.2V ZXCT1010 RSENSE VOUT IDSCH “Simplest, lowest Iq Gas-Gauge”

Applications Mobile phone Private Mobile Radio Portable Instrumentation

Competition TI, Maxim, LTC current monitors – - 8 x higher Quiescent current TI and Maxim ASSP gas-gauge IC’s - 4x cost

Current monitors – voltage output Description VIN (V) Accuracy @ VSENSE = 100mV Quiescent Current Gain Output/ VSENSE Band Width (MHz) Package ZXCT1021 Low offset at low VSENSE 2.5 to 20 +/- 2% 25µA 10V/V 1 SOT23-5 ZXCT1022 ±3% 100V/V ZXCT1030 Enhanced with internal reference and comparator 270µA 6 SO8 ZXCT1032 High inrush and current limit controller 9.5 to 21 - 1.8mA ZXCT1051 Precision wide input range 0 to Vcc - 2 50µA ZXCT1081 Large common mode range 3 to 401 0.5 1 60V transient

ZXCT1051 for short circuit protection Accurate Wide Common-mode current sensing 0 to VCC-2V Wide 3V to 20V supply voltage Low 50µA quiescent current Output voltage scaling x10 BW of 1MHz at VSENSE = 100mV Features/Benefits Ext. VCC pin allows I/P to swing to 0V 1% typical accuracy Requires only 1 external component Low Offset at low VSENSE Current monitor provides over current protection Separate power supply from auxiliary winding enables short circuit operation Doesn’t upset ground plane unlike conventional op amp solution Aux winding ZXCT1051 LOAD Opto-coupler “Simplest short circuit detector”

Applications Power supplies Over current monitor Short circuit detection DSP/FPGA core current measurement

ZXCT1051 gives an output even if output collapses

Competition TI, Maxim, LTC current monitors - 3x cost, complex >= 5 pins - less flexible; only 1/5 VSENSE range (0.5 vs 2.5) TI, National,LTC, On-Semi Op-Amps - less accurate: 20% v 3% - 3x component count, 4x PCB area

ZXCT1081 40V common-mode range current monitor 3V to 40V continuous high side voltage 60V transient Accurate high-side current sensing Output voltage scaling x10 4.5V to 12V VCC range Direct interface to µC Gives output even if sense pins are shorted to GND Low quiescent current: 80μA supply pin 30μA ISENSE+ -40°C to 125°C ambient temperature range ZXCT1080 3V to 60V continuous high side voltage – June 2007

Applications Applications Power supplies – over-current sensing Automotive over-current sensing (unprotected rails)

Zetex references to grow market share Released improved version of ZTL431 in SC70-6 and SOT23 and ZTL432 in SOT23 Allows us to be market price competitive Allows us to grow market share 20V stops us being used in notebook adapters Can offer in other packages but need high volume Used in power supplies >= 5V Competes aggressively against TL431 in SOT23 Released ZTLV431 (~ TLV431) in SOT23 Market price competitive Smaller die version will allow other packages Used in low voltage power supply rails Competes against TLV431 in SOT23 Released LM4040 and LM4041 in SOT23 These command higher ASP than TL431 All variants are in 1% and 0.5% tolerances Future die shrinks will allow SC70-5 variants Used in some power supplies. Other apps include reference for data acquisitions systems

LM4040 and LM4041 comparison Zetex LM4040 and LM4041 match all specs of NSC LM404x except for Noise In most applications this not considered as critical Company Zetex NSC Part number LM4040-25 LM4040-50 LM4041 Bandgap voltage 2.5V 5.0V 1.225V Initial tolerance % 1, 0.5 2, 1, 0.5, 0.2, 0.1 Min current µA 60 Max. current mA 15 Temp co. ppm/°C 100 Noise µVRMS 45 35 105 80 20 Temp. range °C -40 to 125 -40 to 85 Packages SOT23 planned SOT23, SC70-5

In summary for standard IC’s Tremendous potential revenue growth on current monitors All are design registerable Strong value propositions “Simplest Short-Circuit Detector” “3-pin sensing with low-side output” “Simplest, lowest IQ Gas-Gauge” Grow share of industry standard references and shunt regulators

Accelerate Product Portfolio Focus on 3 application areas Portable power (Gas gauge, charger IC, LDO, DC-DC converters) Power supply (Gate drivers, current monitors, references) Peripheral drivers (Smart/Protected FETs) Priorities Gas Gauge - feasibility & spec finalis’n 4Q07 Low voltage SC70 references - NPPP finalisation 4Q07 High voltage current monitors - feasibility 4Q07 Sot23F IntelliFETs - NPPP approval 1Q08 Gate Driver ICs - feasibility on-going 1Q08 Resources Systems/Applications engineers – Product definition Adequate design & characterisation resources Strategy is to focus on where we’re currently strong with BB products ie portable power and power supplies, plus peripheral drivers for solenoid and relay driving, Automotive and industrial Gas gauge big step, defined so far with input from HTC, maybe more interest from Infineon, Low voltage references 0.6v to meet requirements of lower core voltage Higher voltage (40 to 100v) current monitors for automotive, telecoms and industrial apps - Technology? Small intellifets - sot23 “BSP75” should be a winner, maybe duals Outcome of board review???????? Gate drivers build on our discrete expertise Resourcing still key……..

Thank you for your time and attention Any questions?