MONOLITHIC POWER SYSTEMS, INC. 
MPS Management
November 19, 2024
MPS Growing, Even in Tough Markets ($M)
*
YoY | MPS | SIA |
Growth | ||
2018 | 21.2% | 10.8% |
2019 | 7.8% | -8.2% |
2020 | 34.5% | 2.6% |
2021 | 43.0% | 33.1% |
2022 | 48.6% | 20.8% |
2023 | 1.5% | -8.9% |
2009 +13%
Above Market
Industry Downturn
MPS Above Market
2019 +16%
Above Market
2012 +16%
Above Market
2023 +10%
Above Market
* Wall Street analysts' average revenue
2
2011 MPS
Transformation
29.2% MPS 3 Yr CAGR
Great Revenue Diversification by GEO
37% | 11% | 35% |
6%
11%
3
Diverse End Markets
% of Revenue
Enterprise Data
Storage and
Computing
Automotive
Communications
Consumer
Industrial / Other
Total
2010 | 2020 | 2023 | 24Q3 |
- | 8.6% | 17.7% | 29.7% |
10.4% | 21.4% | 27.0% | 23.2% |
1.9% | 12.9% | 21.7% | 18.0% |
17.8% | 16.9% | 11.3% | 11.6% |
65.1% | 26.1% | 12.9% | 10.4% |
4.8% | 14.2% | 9.4% | 7.1% |
100% | 100% | 100% | 100% |
2019-2023
CAGR
61.1%
36.5%
44.6%
24.7%
9.3%
14.8%
30.5%
4
Growth Drivers by End Market
Computing
Accelerators
Artificial
Intelligence
Cloud Based
Data Center
Storage
Portable
Automotive
ADAS
BMS /
Traction
Inverters
Digital
Cockpit
Lighting
Body
Control
Industrial
Smart
Meters
Factory &
Building
Automation
Robotics
Healthcare
Security
Infrastructure
5G and Wireless
Base
Stations
Networking
Optical
Consumer
AI at the
Edge
Home
Appliances
Gaming
Augmented
Reality
Audio
5
Leveraging 4000+ Products
AC/DC Power Conversion
- High-VoltageBuck Regulators
- High-VoltageLDOs
- Flyback Controllers
- Flyback Synchronous Rectifiers
- Active PFC Controllers
- LLC Resonant Converter Controllers
- LLC Synchronous Rectifiers
- PFC & LLC Combo Controllers
- X-CapacitorBleeders
Display Backlighting Power
- Backlight Drivers
- Electroluminescent Drivers
- Photo Flash Drivers
- LCD Power Supplies
AI & Computing Power
- CPU & GPU Core Power
- High-CurrentDrMOS
- 70A DrMOS 4mmx5mm Package
- 25A POL Module 5mmx6mm Package
- 60V Intermediate Bus Converter Modules
- Z-AxisPower Delivery Multiphase Modules
DC/DC Power Conversion
- Step-Up(Boost)
- Step-Down(Buck)
- Buck-Boost
- PMICs
- Power over Ethernet (PoE)
- Power-SourcingEquipment (PSE)
- Powered Devices
E-Fuse, USB & Load Switches
- Configurable Current Limit, Up to 50A per Device
- Adjustable Slew Rate
- Reverse Current Blocking
- Output Discharge (Load Switch)
- Integrated Auto-Detection
- Pin-to-PinCompatible
- Parallelable Up to 10 Devices
- Digital Interface Command and Control
- USB Type-C and USB PD
Motor Drivers, Position & Current Sensors
- Brushless DC Motor Drivers
- Stepper Motor Drivers
- Brushed DC Motor/Solenoid Drivers
- Half-Bridge/Full-Bridge/Three-PhasePower Stages
- Magnetic Angular and 3D Position Sensors
- Isolated, Integrated Current Sensors, 5A to 400A
Automotive (AEC-Q100) & Industrial
- DC/DC
- LED Lighting
- Power Modules
- Motor Drivers
- Angular Position and 3D Position Sensors
- USB Charging
- Wireless Charging
- Display Backlighting
- Precision Analog
- ADAS Core Power
- Supervisors
- Load Switches
- Isolated, Integrated Current Sensors, 5A to 400A
- Class-DAudio
- E-Fuses,High-Side Switches
Class-D Audio
- Digital Controllers and Processors
- Analog Input Class-D Amplifiers
- PWM Input Power Stages
- Digital Signal Processors
Isolated Solutions
- Isolated Gate Drivers
- Isolated Power Modules
- Digital Isolator with Integrated Power
- Digital Isolators
- Integrated Current Sensors, 5A to 400A
- Totem-PolePFC/LLC Controllers
Power Modules
- 6V, 600mA to 100A
- 16V, 600mA to 1000A+
- 36V, 600mA to 24A
- 55V, 1A to 3A
- 80V, 600mA
LED Lighting & Illumination
- TRIAC-DimmableAC/DC LED Controllers
- PWM and Analog Dimmable AC/DC LED Controllers
- DC/DC LED Controllers: Buck, Boost, Buck-Boost
- LED Protection ICs
- IR LED Drivers
Precision Analog
• | Analog-to-Digital Converters |
• | Analog Switches |
Power Magnetics | Battery Management | ||
• | Molded Inductors | • | Battery Monitors & Protectors |
• | Semi-Shielded Inductors | • | Fuel Gauges |
• | Active Balancers | ||
6 | • Switching Chargers: Buck, Boost, Buck-Boost | ||
• | Linear Chargers |
• Current-Sense Amplifiers | |
• | Operational Amplifiers |
• | Voltage Reference |
MPS Technology Evolution
SAM
Proprietary Technologies Drive SAM Proliferation
$21B(1)
$16B(1) | |||||||
$10B(1) | • Multi KWatts Green Power | SiC | |||||
• Full Integration | • Ultimate Integration (SoC) | ||||||
• Power | • Power | Si | |||||
• | Highest Density | ||||||
• Analog | • | Analog | |||||
• | Integrated Power | ||||||
• Digital/ | • | uController | |||||
Analog | |||||||
Memory | • Memory | ||||||
• | Mesh Connect | • Chip Scale Power | • Smart Cooling for KWatts App | Packaging | |||
Modules | |||||||
'12-15 | '16-18 | '19-23 | YEAR |
- Note 1: SAM.
SAM Expansion
Market | 2015 SAM | 2018 SAM | 2023 SAM |
Automotive | $4B | $6B | $7B |
Motion Control | $2B | $3B | $4B |
ACDC | $1B | $2B | $2B |
Modules | $1B | $2B | $2B |
Cloud Computing (Server / Storage) | $800M | $1B | $4B |
Networking / Telecom | $600M | $1B | $1B |
Battery Management | $600M | $1B | $1B |
Total Market SAM | $10B | $16B | $21B |
8
MPS Global Footprint
HQ - Kirkland, WA USA | San Jose, CA USA | Livonia, MI USA | Enschede, Netherlands | Ettenheim, Germany | Chengdu, China |
Computing
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Disclaimer
MPS - Monolithic Power Systems Inc. published this content on November 21, 2024, and is solely responsible for the information contained herein. Distributed by Public, unedited and unaltered, on November 21, 2024 at 11:43:05.726.
