Power Integrations
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Power Integrations (POWI) investor relations material

Power Integrations Investor presentation summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Investor presentation summary8 Jan, 2026

Technology leadership and innovation

  • Specializes in high-voltage (HV) semiconductors, uniquely positioned as the only HV pure play in the market.

  • Leads in GaN technology for HV power conversion, with proprietary GaN products up to 1700 V introduced by 2024.

  • System-level integration reduces component count and increases efficiency, exemplified by InnoSwitch and PowiGaN solutions.

  • Extensive IP portfolio and history of innovation, including EcoSmart and LinkSwitch technologies.

  • Regularly consults with policymakers and participates in international standards committees.

Market opportunity and applications

  • Addressable market exceeds $4B, spanning consumer, industrial, automotive, and communications sectors.

  • Products serve a wide range of applications: LED drivers, gate drivers, motor drivers, and automotive solutions.

  • Expanding HV content in electric vehicles, data centers, and renewable energy systems.

  • Revenue mix shifting toward industrial and automotive, with over 70% from these and consumer markets in 2024.

  • Focused R&D yields a handful of differentiated products addressing thousands of applications.

Sustainability and environmental impact

  • HV semiconductors are critical to achieving carbon-reduction targets, enabling efficient energy production, transmission, and consumption.

  • EcoSmart technology has saved an estimated 11.5 TWh of energy in 2024, equivalent to the annual usage of 1.6M homes.

  • Recognized for energy efficiency, with 95% of 2024 revenues EU Taxonomy-eligible and inclusion in sustainability indices.

  • Manufacturing partners certified for environmental and safety standards, with aggressive carbon reduction goals.

  • Internal operations utilize solar energy and target significant reductions in GHG emissions by 2030.

Justify PI's 'only HV pure play' claim
Explain annuity revenue from long-lived products
How does PowiGaN offer a SiC replacement option?
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Frequently asked questions

Power Integrations is a semiconductor company that designs high-voltage analog integrated circuits for energy-efficient power conversion. Our patented products enable compact, energy-efficient power supplies in a wide range of electronic products, in AC-DC, DC-DC and LED lighting applications. Power Integrations' innovative technology increases efficiency in an extensive range of electronic appliances and equipment—from computers, cell phones and LCD flatscreen televisions to air conditioners and electric vehicles—thus reducing energy consumption, increasing reliability, and conserving natural resources. Power Integrations, Inc. was incorporated in 1988 and is headquartered in San Jose, California.

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