Indie Semiconductor, Inc. · NASDAQ:INDI
Indie Semiconductor — Investor Presentation (March 2026)
19 slides from Indie Semiconductor's investor presentation, March 2026
Slide 1: Investor Overview March 2026
INVESTOR OVERVIEW March 2026 Company Proprietary | 1
Slide 2: Disclaimer: Forward-Looking Statements
DISCLAIMER Forward-Looking Statements This presentation includes “forward-looking statements” within the meaning of the “safe harbor” provisions of the United States Private Securities Litigation Reform Act of 1995. Forward-looking statements may be identified by the use of words such as “future,” “
Slide 3: Disclaimer: Use of GAAP, Non-GAAP and Other Financial Measures
DISCLAIMER Use of GAAP, Non-GAAP and Other Financial Measures This presentation contains certain financial measures that have not been calculated in accordance with United States Generally Accepted Accounting Principles (“GAAP”), including non-GAAP operating expenses, non-GAAP operating income, and
Slide 4: indie at a Glance
INDIE AT A GLANCE Create innovative semiconductors, photonics, and Diverse Portfolio Top OEMs Globally Semiconductor, All the top OEMs globally photonics, and system utilize indie devices system technologies to solve the most compelling solution offering sensing challenges in automotive ADAS and 9 A
Slide 5: High Growth Automotive Semiconductor Segment
HIGH GROWTH AUTOMOTIVE SEMICONDUCTOR SEGMENT Global Automotive Average semiconductor Semiconductor TAM ($B)(1) content per vehicle ($)(2) 7.2% CAGR (2026 - 2030) $1,514 $133B $892 $1,147 $77B 2030 2025 2023 2026 2030 Automotive semiconductor growth to be driven by the expansion of driver safety and
Slide 6: Advancing Safety, Sensing, and Automation
ADVANCING SAFETY, SENSING, AND AUTOMATION Driver Safety (ADAS) & Automation • Growth driven by safety regulation In-cabin User Experience (UX) • Growth driven by Consumer demand for better UX Next-Gen Industrial Automation • Market expansion driven by the emergence of Humanoids over the next 10 year
Slide 7: Strategically Positioned to Leverage Opportunity
STRATEGICALLY POSITIONED TO LEVERAGE OPPORTUNITY • Best-in-class mixed-signal system-on-chip solutions • Hardware and software co-optimization • World-leading innovation – 600+ patents(1) • Innovative Vision and Radar IP portfolio • Diverse, automotive-validated supply chain • ASSP & custom ASIC eng
Slide 8: Positive Top Line Performance
Company Proprietary and Confidential | 8 POSITIVE TOP LINE PERFORMANCE Revenue Future Growth Drivers • Custom Radar chipset ramp at leading Tier 1 $267.6M 101% YoY $223.2M $216.7M $217.4M • Vision program ramps across multiple global Tier 1’s & OEMs 129% YoY • Expansion to adjacent robotic and $110.
Slide 9: indie Differentiation Drives OEM Penetration
INDIE DIFFERENTIATION DRIVES OEM PENETRATION Pre-eminent, Automotive End User Base • High segment entry barriers surpassed • Growing OEM design-in momentum • Field-proven, high-volume SoC shipments 550M+ Cumulative SoC Shipments 400M+ 200Mu 105Mu 63Mu 29Mu 2016 2018 2020 2022 2024 2025 + Others Comp
Slide 10: Advanced Driver Assistance Systems (ADAS)
ADVANCED DRIVER ASSISTANCE SYSTEMS (ADAS) Multiple Sensors Needed to Address • Regulation accelerating ADAS sensor deployment Expanding ADAS Use Cases • indie capabilities include all ADAS sensor types • Class-leading ADAS innovation: • Industry-leading, real-time Image Signal Processing (ISP) • Ind
Slide 11: Vision and Radar ADAS Applications
VISION AND RADAR ADAS APPLICATIONS Adaptive Cruise Corner Front View Control Radar Surround eMirrors View Blind Spot Blind Spot Radar Radar Driver & Occupant Monitoring Emergency Braking / Driver & Occupant Lane Warning & Assist Monitoring Rear eMirror Park Assist Cross Traffic Corner Rear Radar Rad
Slide 12: indie Providing Next-Generation ADAS Solutions
INDIE PROVIDING NEXT-GENERATION ADAS SOLUTIONS Illustrative indie Silicon Content Per Vehicle1 indie Solutions • Front Camera 2025: • Rear Camera 2030: • In-cabin Camera ~$25+ • eMirror ~$150+ • Ultrasonic Sensors • Front/Rear Radar • Corner Radar • In-cabin Radar • (+LiDAR; incremental) Company Pro
Slide 13: And Next for indie… Towards ADAS Sensor Fusion
AND NEXT FOR INDIE… TOWARDS ADAS SENSOR FUSION Sensor Fusion SoC Concept indie’s unique combination of ADAS sensing, Radar MULTI-MODAL AI-accelerated pre-processing, high-speed SENSOR FUSION data transport and system design expertise Vision AI-ACCELERATED DOWNSTREAM PRE-PROCESSING PROCESSING (in Dom
Slide 14: Emerging High Growth Market Opportunities
EMERGING HIGH GROWTH MARKET OPPORTUNITIES Our sensor portfolio, photonic solutions and vision processors are opening new opportunities in adjacent industrial and sensing markets Humanoid Robotics Applications Quantum • indie is poised to benefit from camera • Fiber Optic and Laser solutions are inte
Slide 15: indie Emerging as a Player in the Quantum Era
INDIE EMERGING AS A PLAYER IN THE QUANTUM ERA A fast-growing cybersecurity indie’s LXM laser is a low noise, technology that uses quantum physics industry-leading device—paired with to enable unbreakable encryption key indie’s precision filters and dispersion exchange—positioning itself as a critica
Slide 16: Recent emotion3D Strategic Acquisition
RECENT EMOTION3D STRATEGIC ACQUISITION Acquisition Closed in Q4 2025 Overview & Strategic Value POWERFUL & VERSATILE IN-CABIN HUMAN ANALYTICS SOFTWARE AI-Powered Perception Software Leader • Vienna, Austria-based automotive perception specialist • Advanced AI perception solutions for vision and rada
Slide 17: Update on China Subsidiary - Wuxi
UPDATE ON CHINA SUBSIDIARY - WUXI Wuxi indie Microelectronics (“Wuxi”) indie has entered into a definitive agreement to sell its entire equity interest in Wuxi for approximately $135 million in cash Strategic Benefits Transaction Details Agreement signed October 27, 2025. Expected to close in late 2
Slide 18: Investment Thesis
INVESTMENT THESIS 1 Next-Gen Automotive Semiconductor and Software Platform with adoption poised to accelerate 2 Deep Relationships with Global Automotive Tier 1 and OEMs Well Positioned in Massive Secular Automotive Market with forecasted High 3 Growth Profile Expansion into adjacent industrial seg
Slide 19: Thank You
THANK YOU Company Proprietary | 19
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