indie Semiconductor (INDI) Investor presentation summary

Business overview and strategy

• Focuses on innovative semiconductors, photonics, and system technologies for automotive ADAS and adjacent industrial markets, including robotics and quantum technology.

• Holds over 600 patents, demonstrating deep IP expertise and technology breadth.

• Has completed nine strategic acquisitions to drive growth and diversification.

• Supplies products to all top global OEMs, with strong design-in momentum and high-volume SoC shipments exceeding 550 million units.

• Positioned for expansion into emerging markets such as humanoid robotics and quantum technology.

Market opportunity and growth drivers

• Global automotive semiconductor market projected to grow from $77B in 2025 to $133B in 2030, a 7.2% CAGR.

• Average semiconductor content per vehicle expected to rise from $892 in 2023 to $1,514 in 2030.

• Growth driven by increased adoption of driver safety, automation, and in-cabin user experience features.

• Expansion into adjacent markets such as industrial automation, humanoid robotics, and quantum applications.

Technology and product innovation

• Offers best-in-class mixed-signal SoC solutions, hardware/software co-optimization, and a diverse, automotive-validated supply chain.

• Industry-leading ADAS innovation includes real-time ISP, first MIMO+Radar MMIC and SoC, first FMCW LIDAR SoC, and first 120GHz Radar MMIC.

• Next-generation ADAS Sensor Fusion SoCs leverage AI-accelerated pre-processing and high-speed data transport.

• Recent acquisition of emotion3D enhances AI-powered in-cabin analytics and accelerates multi-sensor roadmap.