Exhibit 99.10
Header of all slides
[Logo] Microsemi more than solutions - enabling possibilities
Investor Day| 11/8/2001 |
http://www.microsemi.com
Slide 1
Managing Light and Temperature, Optical Communications
Andrew Popp, Strategic Business Development
Slide 2
Opto-Electronic Products
Managing Light and Temperature in Optical Networking Applications
[graphic of Networking] City, Submarine Repeaters, City, Point-to-Pont
Terminal, Double Route Protection Path, Regenerator,
Survivable Ring Nodes, Ring, Optical Amplifiers and
Wavelength Division Multiplexing Support, Radio tower,
Add/Drop Multiplexer, Tributaries, Optical Hub, Spur
Routes
Slide 3
Market Overview
Total Available Market (semiconductors for fiber optic modules)
Data taken from Gartner "Fiber-Optic Food Chain" 03/12/01
$1,363M for 2002
$1,877M for 2003
$2,894M for 2004
Microsemi - Served Available Market (over the next three years)
. Photo Diodes
- Short Reach $240K $316K $344K
- Long Haul $2,348K $4,102K $7,550K
. Transimpedance Amplifiers
$1,137K $2,104K $4,590K
. Laser Drivers
$1,231K $2,144K $4,503K
. Thermoelectric Cooler Controllers (not included in Gartner report)
$500K $1,080K $2,338K
based on 5%
Slide 4
What Sets Us Apart?
. Photo Diodes (GaAs and InGaAs)
- High-Speed
- High Responsivity
- Low Dark Current
- Flip Chip and Arrays
. Thermoelectric Cooler Controllers
- Pulse Width Modulator technology used to reduce power consumption
- Bi-Polar (heat/cool) for precision temperature stability
- Reduced component count
. Transient Voltage Suppression (TVS)
- Electro-Static Discharge suppression
- High-Speed Applications
- Low junction capacitance
. Transimpedance Amplifier (TIA) Development
- InGaP/GaAs HBT technology for OC-192 TIA
[graphic of Microsemi MXP7A01]
[graphic of Microsemi MXP400SC]
[picture of components]
[picture of circuit board]
Slide 5
What Sets Us Apart
Typical Optical Network
Transmitter Optical Amplifier Receiver
------------------------------ ----------------------------- ---------------------------
ESD Monitor Monitor Photo
Protection Photo Photo Diode TIA
Diode Diode
ESD
TEC --> TEC --> Receiver Protection
Laser Controller Laser Controller ->Electronics-->
Driver--> Driver
Light Light
Source Source
------------------------------ ----------------------------- ---------------------------
Electrical Signal Optical Signal Electrical Signal
InGaAs GaAs TVS TEC Laser TIA
Controller Drivers
-------------------------- ------------------------ ------- ----------- ---------- -------
10 Gbps Monitor 10 Gbps Flip Chip ESD Bi- 10 Gbps 10 Gbps
Photo Diode Photo Diode Photo Diode 1x4 Array Polymer Directional
Microsemi x x x x x x o o
Anadigics (Telcom) x x
Finisar (Sensors Unlimited) x
Agere (Ortel) x x x x
JDSU (EPITAXX) x x x x
Fermionics x x
TrueLight x
EMCORE x x
Vitesse x x
AMCC x
Maxim x x
Conexant (Mindspeed) x
Linear Tech x
Texas Instruments x
Hytek x
ThermOptics x
- ------------------------------------------------------------------------------------------------------------------------------
o = In Development
Slide 6
Dollars per Widget ($/W)
Typical Optical Transponder
--------------------------------------------------------------------------
Tx - Transmit TEC Monitor
Controller Laser Photo ESD
---------------- ---Driver Diode Protection
Light
Optical Source Electrical
Signal --------------------------------------------------------------------------- Signal
Photo TIA Receiver ESD
Diode---- --- Electronics Protection
Rx - Receive
--------- ---------------------------------------------------------------------------
[picture of typical optical transponder]
Product Type Division Comments ASP
- ------------------- -------------- ---------------------- ------
PowerMite Schottky PowerMite Group Standard power supply Schottky (4 per) $ 1.00
TEC Controller Power Management +/- 0.1C stability with A/D converter $ 15.00
InGaAs Photo Diode Power Management OC-192 10 Gbps Receiver $ 30.00
InGaAs Photo Diode Power Management Monitor photo diode (Tx and FOA) $ 5.00
Transimpedance Amp WaveSys OC-192 10 Gbps Receiver $ 60.00
Laser Driver Power Management OC-192 10 Gbps Receiver $ 75.00
ESD Protection Protection Products High-Speed Polymer TVSF $ 2.00
$188.00
Slide 7
Highlight Products
MXP4003 InGaAs Photo Diode
- Designed for OC-192 Receivers
- Large Active Area allows easy fiber alignment (40um dia)
-- Reduces cost of capital for manufacturers
- Excellent Responsivity (above 1.0 Amp/Watt - typ)
-- BER is 100% better than competition
-- Fewer Optical Amplifiers
- Very Low Dark Current (below 0.1 nAmps - typ)
- Great Sensitivity due to combination of high Responsivity and low Dark
Current
- Available in chip form for Module manufacturers
Typical Spectral Responsivity
Wavelength (nm) Amp/Watt
800 0.104 0.645161
900 0.262 0.725806
1000 0.54 0.806452
1100 0.673 0.887097
1200 0.807 0.967742
1300 0.854 1.048387
1400 0.992 1.129032
1500 1.069 1.209677
1600 1.016 1.290323
1700 0.099 1.370968
End Applications
. 1310nm Cable TV, Gigabit, Ethernet, Fiber Channel
. 1550nm SONET/SDH, ATM
. Optical Transponders
[graphic of Microsemi MXP4003]
[schematic of Microsemi MXP4003] MXP4003, Anode, 45, MICROSEMI, 355.6um +/-
25um, (center line)40um +/- 2um, Bond Pad,
355.6um +/-
25um, (center line)40um +/- 2um, Active Area,
150um +/-
20um, 355.6um +/- 25um
Slide 8
Highlight Products
MXP7A01 GaAs PD 1x4 Array - 10Gbps
- 850nm Wavelength Sensitivity
- Wide Bandwidth
- Low Dark Current
- GaAs semi-insulating construction
- Datasheet Available Online
- Samples Available
[graphic of Microsemi MXP7A02]
[graphic of Microsemi MXP7A01]
[schematic of Microsemi MXP7A01] Microsemi MXP7A01, 406.4um +/- 25um, 250um
Center to Center, 1168.4um +/- 25um, 183um,
75um Sq +/- 2um, 50um +/- 2um , 50um+/-
2um, Anode, Anode, Anode, Anode, (center line)
75um
Active Area, 1168.4um +/-25um, 100um
End Applications
. Gigabit Ethernet, Fiber Channel
. SFF Transceiver Modules
. Optical Transponders
Slide 9
Highlight Products
LX1810 TEC Controller
- Thermoelectric Cooler Controller simplifies design and lowers component
count
- Pulse Width Modulation (PWM) technology increases efficiency and does
not require heat sink
- Temperature stability to +/- 1.0 (degrees C)
- Variable Input Voltage
- Heat and Cool control
- On-Chip MOSFET drivers
- Output Current Limiter
[picture of controller]
[picture of circuit board]
[schematic of LX1810 TEC Controller] Wavelength Lock, Monitor PD, TEC, LASER
Diode, Thermistor, LX1810 TEC Controller,
Vin, DAC sets temp reference, RThermister
End Applications
. Laser Modules
. RF Power Amplifiers
. Temp. Sensitive Components
Slide 10
Highlight Products
LX1811 - Next Generation Controller
- Low Voltage Vcc (3.3VDC and +5VDC)
- Reduced quiescent currents for improved efficiency at low Vcc
- Integrated precision error amp for precise temperature control (+/-
0.1/degrees C)
- Larger MOSFET gate drive capability (up to 20 nC)
- Voltage reference for DAC
- Wave shaping for EMI reduction
- Current sense input
- Over-current limit
- Over-voltage clamp
- Small form micro leadframe package MLP package
- Commercial and Industrial temperature ranges (-20 degrees C to + 85
degrees C)
[graphic of component]
Slide 11
New TVS Concept- Polymer
What is a Polymer TVS product?
The Polymer holds metallic spheres randomly dispersed throughout the compound. A
transient occurrence causes "tunneling effect" quickly shunting the transient
away from the device being protected.
. Polymer TVS product is a joint developmental product
. Key Features
- Ultra Low Capacitance (less than 0.2pF)
- RF performance to 12GHz with little to no oscillation
- Inherently Bi-Directional
- Small size
- Low cost
. What does it not do?
- Protect low voltage circuits (only for applications where device can
handle 150 Volts or more)
- Does not provide lightning protection, only ESD
. Designed for ultra high speed applications
- RF and Optoelectronics
- Mobile phone applications
Voltage Voltage
Transient TVSF
|
| x |
| x x x |
| xx xxxx xx |
| xx xxxxxx xxx |
| xxxxxxxxxxxx x | x
| xxxxxxxxxxxxxxxxx | x xxx
| xxxxxxxxxxxxxxxxxxx | x xxxxxxxxxxxxxxxxx
| xxxxxxxxxxxxxxxxxxxx | xxxxxxxxxxxxxxxxxxxxx
- ------------------------ -----------------------------------
time time
Slide 12
Highlight Products
TVSF0805 / TVSF1206 Series
- Designed for Electrostatic Discharge (ESD) protection
- Ultra Low Capacitance for High-Speed applications
- Will not cause signal distortion at high frequencies
- Ultra Low Leakage over temperature
- High-Tech Polymer material
- Compliant with IEC6000 standard for the human body model of ESD
- 300 Watts max (ESD only)
[picture of components]
[graph of TVSF0805 Single Line Bi-Directional]
[graph of TVSF1206 Single Line Bi-Directional]
End Applications
. Photo Diodes
. RF Amplifiers
. Mobile Phone Antennas
Slide 13
Leveraging Intellectual Property
. From Audio - to Opto - to Car Seat Coolers
- Luxury Car Seats with integrated Heat / Cool features using
thermoelectric cooler technology
- LX1810 TEC controller can drive car seat module
. From Satellite SunSensors - to Fiber Optic - to Visible Light Detectors for
PDAs/Auto
- Silicon photo diodes with special comparative detection filtering and to
sample and detect specific light wavelengths
- Ideal for visible ambient light detection systems for PDAs and automotive
displays
. Planar waveguide circuits for DWDM
- Wave guides and Bragg filters will polarize and lose data bits with
temperature shifts