"Semiconductor Evolution in India - Past, Present and Future"

IP-SoC Days, Sept 29, 2010

Bangalore

Subash C. Govindarajan – Texas Instruments

Jitendra Puri – nSys

Rahul Arya – Cadence

Dr. Satya Gupta – Concept2Silicon

Panelists

2

Evolving Semi Biz Model

3

DesignActivity

IDM Fabless

System

Cos.

Specialization

EDA

IP

Design FE

Design BE

Fab

Package

Warranty

Support

4

India Opportunity

Source: ISA-Frost & Sullivan

Year Market Size ($ bn) Y-o-Y Growth (%)

2008 2.26 15

2009 2.66 18

2010 3.63 36

2011 4.84 33

5

India Opportunity

Source: ISA-Frost & Sullivan

Sector Market Share (%)

Wireless Handsets 46.5

IT & Office Automation 22.4

Telecom 10.8

Industrial Electronics 7.0

Consumer Electronics 6.6

Automotive 2.6

Others 4.1

Presentations

Summary

Disaggregation of the industry and opportunities in the Indian context e.g., specialized houses for verification, Analog & Mixed Signal, etc.

Is a lack of local Fab hampering scope of Semi industry in India?

Gaps in Indian Semi ecosystem

Q&A

8

Role of industry bodies such as ISA, academia in mentoring entrepreneurs

Advice for someone starting off in the industry?

How to boost home grown product companies• Investment $$• Brand• First Break

Q&A

9