Rambus corporate-overview
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2 ©2015 Rambus Inc.
History of Technology Leadership
Rambus is the innovative technology solutions company that brings invention to market.
Unleashing the intellectual power of our world-class engineers and scientists in a collaborative and synergistic way, Rambus invents, licenses and develops solutions that challenge and enable our customers to create the future.
While best known for creating unsurpassed semiconductor memory architectures, Rambus is also developing world-changing products and services in security, LED lighting, and smart sensors.
1990 1995 2006 2014
Rambusfounded
Nintendo64ships withRDRAM®
1997
Rambus beginsNASDAQ
trading (RMBS)
1999
PCs shipwith RDRAM®
2000
SonyPLAYSTATION®2
ships
2005
500M RDRAM®
devices ship
SonyPLAYSTATION®3
ships
2011
Acquired CryptographyResearch Inc. Introduced
R+ solutions, Binary Pixel,
Major IP licensingagreements
2013
Unveiled SmartSensor Technology,
LabStation™,IP Cores
3 ©2015 Rambus Inc.
Rambus Senior Leadership Team
Kevin DonnellyGM, Memory
and Interfaces
LauraStark
SVP, Emerging Solutions
Mike SchroederSVP, Human Resources
Jerome NadelChief
Marketing Officer
Paul Kocher
Chief Scientist
JaeKim
General Counsel
Ron BlackCEO
Martin Scott
SVP, GM Cryptography
Research
Satish RishiChief
Financial Officer
Craig Hampel
Chief Scientist
Luc SeraphinSVP World Wide Sales
and Operations
KitRogers
SVP, Licensing & Technology
Partnerships
4 ©2015 Rambus Inc.
Developing Inventions
• Derive value from our “micro ingredients” via licensing
• Increase and enhance engineering consulting to customers
• Move “up the stack” from micro ingredients
• Build and deploy platforms, hosted services, and products
• Bring inventions to market through portfolio synergies
5 ©2015 Rambus Inc.
From Patents to ProductsBringing inventions to market from licensing, collaborative development, and software platforms, to products and hosted services…
Products & Services
IP Core Solutions
Patent Licensing
Invention to Market
6 ©2015 Rambus Inc.
Continue core strength in developing advanced technologies
Evolved Strategy
Company of Inventors Bringing Invention to Market
Patent Enforcement Solutions and IP Licensing
Litigious relationships Collaborative engagements
Memory industry focus Diversified, broader portfolio
7 ©2015 Rambus Inc.
New Engagement Model Drives Growth
Access to technical experts
Advanced system design and analysis
HW and SW to enhance design and validation
Access to patents
System IP, specs and validation suites
Process-specific hard and soft macros
IP Cores
Architecture
License
optional
optional
Tools
optional
Services
Training
PatentLicens
e
8 ©2015 Rambus Inc.
Collaboration
Bringing invention to market
9 ©2015 Rambus Inc.
Robust system solutions including memory and serial link interfaces that increase SoC and system quality.
Memory Solutions
Security solutions with foundations in DPA countermeasures; securing transactions, protecting content, and mitigating counterfeiting.
Security Solutions
Next generation smart imaging sensors including binary pixel CMOS enhancers and an ultra-miniature lensless sensor.
LED Innovations
TrueEdgeTM coupling and MicroLens® optics delivering high efficiency and precise light distribution for multiple lighting applications.
Smart Sensors
Memory and Interfaces
Memory and serial link interfaces to help customers differentiate with high performance, low-power solutions and design services
11 ©2015 Rambus Inc.
Driving Factors for Systems Today
Mobile• Increased battery life• Reduced weight• HD image and video
capture• Improved graphics• Higher resolution
displays• Faster time-to-market
Cloud• Faster response times• Reduced power
consumption• Increased storage• Reduced system cost• Lower total cost of
ownership
Memory and Links are key enablers for Mobile and Cloud systems
12 ©2015 Rambus Inc.
DRAMSoC
Memory and Interface Solutions
SoC
Our Value: Memory Architectures & Chip Interfaces
Differentiation:• Absolutely best power and signal integrity solutions
from chip, through package, and PCB• System-aware PHY interface design• Enhanced industry standards
Product Focus:• Memory architectures for system performance• High-speed DDR PHYs for mobile and server• >10Gbps multi-protocol serial links for data center
Why we win:• Advanced architectures providing higher performance
and lower power• Chip companies are not focused on SIP while
SIP competitors focus only on standard solutions• Broad, foundational patent portfolio
13 ©2015 Rambus Inc.
R+™ Enhanced Standard Solutions
Fully Standards Compatible• Faster time-to-market• Multi-modal functionality
R+ DDRn Memory • R+ LPDDR3• R+ DDR4 Multi-
Modal• R+ Next-Gen DDR
R+ EnhancedStandard Solutions
R+ Serial Links• R+ Multi-Protocol PHYs:
PCIe1/2/3, CEI6/11, XAUI, 10G, SATA1/2/3, etc.
Cost-Effective• Flexible packaging options• Improved margin and yield• Enhanced testability
Reduced Power• Improved power efficiency• Lower signaling and stand-
by power
Improved Performance• Increased data rates• Higher bandwidth• Higher capacity
14 ©2015 Rambus Inc.
R+ LPDDR3 DRAM Solution
Reduced Power
SoC
R+LPDDR3
Interface
Same SoC is compatible with standard and R+ DRAMs at 2133 Mbps
Reduced Risk and Development Cost
SoC
LPDDR3
Interface
Next-generation power efficiency with compatibility to industry standards
Rela
tive P
ow
er
LPD
DR
3
R+
LP
DD
R3
DRAM Memory System1.0
0.7
LPD
DR
3
R+
LPD
DR
3
1.0
0.75
Up to 25% lower memory system power with R+ SoC and DRAM
Same SoC,
different DRAMS
15 ©2015 Rambus Inc.
Example Applications of Rambus Solutions
R+ LPDDR3 DRAM2.13Gbps, 30% lower power than LPDDR3; SoC PHYs compatible with LPDDR4, LPDDR3
Next-Gen Main Memory ‘Beyond DDR4’
6.4Gbps, up to 55% better power efficiency than DDR3, zero DRAM idle power
Multi-Protocol Serial Links
High performance, low power serial links for networking and
IOs
Mobile Cloud
16 ©2015 Rambus Inc.
Tools that Simplify IntegrationPOWERFUL & USABLE
Optimized for ease-of-use to speed time to market, LabStation™ Validation Platform is a comprehensive tool suite to bring-up, validate and characterize complex low-power, high-performance memory and serial link IP.
RAPID ITERATIONCOMPREHENSIVE
SCRIPTINGCOMPLETE
CHARACTERIZATION
17 ©2015 Rambus Inc.
Current and Example Prospective Customers
DRAM Customers SoC CustomersProspective Customers
18 ©2015 Rambus Inc.
Summary: Memory and Interfaces
• Offerings address large and growing mobile devices and cloud infrastructure market opportunities ◦ Represent significant growth opportunities going forward
• R+ solutions have significantly lowered the barriers to adoption for our innovative architecture solutions ◦ Standards compliant, but better!
• Broad licensing of our inventions provides substantial ROI and fuels future growth◦ Reasonable market rates help increase penetration and expand our
customer base
Cryptography Research
Leading semiconductor security R&D and licensing division withmore than 7 billion security devicesunder license annually
20 ©2015 Rambus Inc.
Driving Factor: Keeping Secrets in Devices
Security depends on secret keys … which must be protected• Increasing security breaches at all levels – the data center, the network, and
devices• We focus on devices and bring unique, patented solutions to customers that need
to secure and manage keys
K
f()inputs outputs
Device computes with key K, but malicious attempts must never extract K
21 ©2015 Rambus Inc.
Differentiation:• Technical excellence in cryptography and
hardware/device security• Inventors of differential power analysis (DPA)
countermeasures to protect devices against side-channel attacks
Product Focus:
• DPA countermeasures, tools, solutions• Cryptographic cores
Why we win:• Extensive chip and security expertise• Independent of chip companies• Help customers to meet security
needs/requirements, reduce costs• Expert services• Broad, foundational patent portfolio
Our Value: Securing Keys and Devices
22 ©2015 Rambus Inc.
DPA Concept
The activity of the transistors in a chip is correlated to the chip’s power consumption and EM emissions
Statistical analysis of power/EM measurements during crypto computations can find a chip’s secret keys
Power signal amplitude at time T-87488
Power signal amplitude at time T-87488
23 ©2015 Rambus Inc.
DPA Countermeasure SolutionsLicense countermeasures to DPA and other side-channel attacks• Fundamental intellectual property portfolio• DPA “Lock” logo and testing program• DPA Workstation™ test platform• Design and testing services• DPA hardened cryptographic cores and
software libraries to ease adoption
• Smart cards• Smart phones/tablets• Government/defense• FPGAs• Content protection• Game consoles• Point-of-sale terminals• (and more)
Applications
24 ©2015 Rambus Inc.
Licensees Partners Standards
DPA Countermeasure Licensees
(And Others)(And Others) (And Others)
SCSA
FIPS
25 ©2015 Rambus Inc.
CryptoFirewall™ and Other Secure Cores
CryptoFirewall cores: Content protection
Integrated in leading set top box SoCs to
protect content independently of the
software/CPU
Cryptographic cores: DPA countermeasures
New DPA-hardened hardware and software
implementations of major cryptographic
standards
CryptoFirewall cores: Anti-counterfeiting
Cost-effective anti-cloning/ anti-
counterfeiting solution; manufacturable across
foundries & customizable
Untrusted communications
CFCDevice
SoC
Peripheral
26 ©2015 Rambus Inc.
Introducing CryptoManager™ Secure Feature Management Platform• CryptoManager Security Engine
o Hardware root of trust+ Manages the security of keys and
feature controls within the SoC
• CryptoManager Applianceo Tamper-resistant security appliance co-
located at customer factory+ Distributes keys and feature controls
• CryptoManager Service o A control center for device services with
flexible deployment optionso Includes an advanced Management Console
+ Centrally controls the whole system from the cloud
CM Admin
Local Appliance
Managed Services
HW Root
of Trust
Factories
27 ©2015 Rambus Inc.
CryptoManager Control Center
Supports secure provisioning during manufacturing:
• Set up factory infrastructure
• Provision keys to appliances
• Monitor system status and activity
• Resolve alerts proactively
SETUPPROVISION
MONITOR
RESOLVE
CM Admin
28 ©2015 Rambus Inc.
Device Service: Use Case Examples
Part NumberPN1000
PN1000(A)Customer
A
PN1000(B)Customer
B
PN1000(C)Customer
C
Personalization Secure Key Distribution
Key InjectionStage
Debug Access Control
Open Debug Access
Close DebugAccess
IP
Reduce operating costs: Single SKU
Protect keys (e.g. liability of millions of dollars per leaked key)
Prevent abuse of debug;Flexible feature controls
29 ©2015 Rambus Inc.
Role in Mobile/Device Security Ecosystem
Software
Code audits, sandboxing, online
updates…
Discrete chips Secure SoC SIP
Separate silicon chips(smartcards, TPMs,
SIMs…)
On-die security logic(CryptoManager)
• Scaling adds more SW and more bugs
• Eternal updates and breaches
• High cost per unit• Physical separation from main
logic limits usefulness
• Full hardware security• No separate chip cost• Fully-integrated
30 ©2015 Rambus Inc.
Looking ForwardThe world’s needs for effective data security solutions are growing
Our expertise and technology make us uniquely positioned to develop novel solutions to help harness powerful macro trends
New device capabilities bring new security requirements, more software with more security flaws, and access to greater quantity and value of data
Lighting
LED invention in revolutionary products
Technology and services to enable fixtures that are elegant and beautiful with remarkable efficiency and light distribution
32 ©2015 Rambus Inc.
Lighting Technology
Markets Residential & Commercial
Services
Solutions
Invention
FixturesHigh optical efficiency+ Precise ray angle control= Maximum application efficiency
MicroLens® OpticsEnable precise control of uniformity, exit angle and spread of light
Lighting Manufacturers & ResellersDisplay Manufacturers
Edge-lit Optical Design | Optical Film StructureMicrostructure Tooling | Advanced Coupling |
TruEdge™ LED CouplingOptimizes LED-to-light guide interface to maximize coupling efficiency
SolidCore™ ReflectorsProduce tightly-controlled, high-intensity beams, ideal for spotlights
33 ©2015 Rambus Inc.
Key Inventions that Changed LED Lighting
MicroLens® Optics
TruEdge™ Technology
Optimizes LED-to-light guide interface while maximizing coupling efficiency
Enable precise control of uniformity, exit angle, and spread of light
SolidCore™ Reflectors
Highly-efficient, compact, reflectors produce tightly-controlled, high-intensity, beams
LED(s)
Adjustable remote phosphor
Color Temperature Change
Cost-effectively adjusts LED lamps from warm to neutral to cool to neutral with a remote phosphor on the light guide
34 ©2015 Rambus Inc.
Changing the Face of LED Fixtures
GE Lumination™ Linear Suspended LED luminaires, featuring Rambus
technology, change the face of retail lighting in UK’s 40,000 sq. ft.
Sainsbury grocery store
Cooper Lighting Metalux WaveStream
Fern Howard EdgeLED
GE Lumination
http://www.gelighting.com/LightingWeb/emea/projects/sainsburys-led.jsp
Rambus Labs
Identify. Invent. Innovate.Identifying disruptions and opportunities in traditional and new markets to create inventions that fuel tomorrow’s products
36 ©2015 Rambus Inc.
R+ solutionsSerial links
New memory architecture
initiative
DPA CountermeasuresContent protectionAnti-counterfeiting
CryptoManager
Binary pixel imagerLensless smart
sensors
MicroLens optical design and replication
Memory Solutions
Security Solutions
Smart SensorsLED Innovations
37 ©2015 Rambus Inc.
Memory is an Exciting Segment
2013 2014 2015 2016 2017 20180
10
20
30
40
50
60
70$B
Newer Systems
OtherMemoryProcessor
SamsungMicron
SK Hynix
Other
36%
27%
28%
9%
NORNANDDRAMServer Power Trend
Sources: ASML, DRAM Exchange, IBM (2013 Flash Memory Summit), IDC, iSuppli
Moore’s Law Slowing
38 ©2015 Rambus Inc.
Opportunities for New Memory Technologies
L1/Reg
SRAM – L2/L3
Main Memory - DRAM
DRAM +
NVM – SSD / Flash
HDD
Archive: Optical, Tape
Spee
d
Capacity
Cost ($/bit)
39 ©2015 Rambus Inc.
Novel Memory Architectures Emerging
Intelligent DIMMs to extend the life of standards-based memory
Pervasive connectivity and massive data generation driving change
Evolving memory hierarchyDRAM, Flash, emerging
R+ Enhanced StandardsMemory devices and controllers with improved power / performance
Re-thinking the boundaries between processor, controller, and memory
40 ©2015 Rambus Inc.
Helping to Make the Internet of Things Real
Leveraging Moore’s Law …
… to improve sensing and
imaging
41 ©2015 Rambus Inc.
Smart Sensors
Binary Pixel ImagerUltra-High Dynamic Range and Improved Low Light Sensitivity
Ultra-Miniature Lensless Smart SensorEnables a new class of sensors and imagers
•Extremely small, thin, solid-state sensor solution
•Ultra-miniature, ultra-low cost, disposable sensors that can capture a wide range of scene information including motion, change, depth and IR
Single-shot DSLR-quality images and video for mobile and consumer cameras
Designed for current CMOS and SoC infrastructure, form factors, cost, and power envelopes
Emerging role for computational sensing and imaging
42 ©2015 Rambus Inc.
“A microscopic lens-free image sensor
could turn anything into a camera” -
Gizmodo
“An itty-bitty camera could bring sight to the Internet of Things”
- MIT Technology Review
43 ©2015 Rambus Inc.
Rambus in the New IP Ecosystem
• Rambus is well positioned to capitalize on future trendso High-performance/low-power chip architectureso Integrated security solutionso High-efficiency LED lighting technologieso Imaging and smart sensorso Infrastructure for the Internet of Things
• Revenue through a mix of licensing, services, and products
• Financial strength through cost management and execution focus
Financial Overview
45 ©2015 Rambus Inc.
Revenue ($M)
Certain amounts may be off by $1M due to rounding
Q3'13 A Q4'13 A Q1'14 A Q2'14 A Q3'14 A -
10
20
30
40
50
60
70
80
90
71 70 74 70 64
2 4 5 7
6
73 73 78 77
70
Royalty Revenue Contract Revenue
46 ©2015 Rambus Inc.
Pro Forma Expenses ($M)
Q3'13 A Q4'13 A Q1'14 A Q2'14 A Q3'14 A -
10
20
30
40
50
60
2 4 4 5 5
41 40 40 39 40
43 44 44 44 45
COGS Pro Forma Opex (excl COGS)
Certain amounts may be off by $1M due to rounding
47 ©2015 Rambus Inc.
Pro Forma Net Income ($M)
Q3'13 A Q4'13 A Q1'14 A Q2'14 A Q3'14 A -
5
10
15
20
25
17 16 20 19
15
Certain amounts may be off by $1M due to rounding
48 ©2015 Rambus Inc.
Cash and Marketable Securities ($M)
Q3'13 A Q4'13 A Q1'14 A Q2'14 A Q3'14 A -
50
100
150
200
250
300
350
400
450
366 388 403
246 271
Certain amounts may be off by $1M due to rounding