Power Integrations (POWI) Investor presentation summary

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.