Vicor Corporation · NASDAQ:VICR

Vicor — Investor Presentation (May 2024)

16 slides from Vicor's investor presentation, May 2024

  1. Slide 1: High Performance Modules Enable the Low-Altitude Economy

    High Performance Modules Enable the Low-Altitude Economy Vicor May 2024 ©2024 Vicor 1

  2. Slide 2: eVTOL is Poised for Growth in the Low Altitude Economy

    eVTOL is Poised for Growth in the Low Altitude Economy  Electrification and autonomy are key enablers for eVTOL – Battery and power distribution technology – AI for autopilot functionality  eVTOL has considerable advantages for passenger transportation – Fast and comfortable passenger experience –

  3. Slide 3: "Impossible triangle" jeopardizes eVTOL adoption

    “Impossible triangle” jeopardizes eVTOL adoption eVTOL requires three opposing qualities to be true at the same time  High peformance – Power density – Efficiency  Aviation class reliability – Equal or better than aviation class for personal safety  Cost efficiency – Commensurate with industrial

  4. Slide 4: Vicor has solved the "impossible triangle"

    Vicor has solved the “impossible triangle” = Cost Efficiency ©2024 Vicor 4

  5. Slide 5: Aviation Class Reliability

    Aviation Class Reliability  Vicor has 40+ years of proven quality and reliability supporting demanding applications – AI computing – Automotive – Medical – Defense  Vertically integrated manufacturing – TS16949 – ISO .. Vicor vertically integrated ChiP – List certifications fab in Andover, MA USA

  6. Slide 6: High Performance Power Modules

    High Performance Power Modules  Highest power density – Up to 10 kW/in3 – Up to 173 W/g  Highest efficiency – Up to 99%  Highest flexibility and scalability – Complete modular solution ©2024 Vicor 6

  7. Slide 7: Continually providing the highest density power solutions

    Continually providing the highest density power solutions ©2024 Vicor 7

  8. Slide 8: ChiP is analogous to semiconductor fabrication

    ChiP is analogous to semiconductor fabrication 1 2 3 4 5 Bare panel Surface mounting Overmolding Plating CHiP modules The process begins High-quality power A plastic compound Heat conducting The panels are with a bare panel, components, including encases the panel, metals are plated onto singulated

  9. Slide 9: 48V bus enables eVTOL autopilot

    48V bus enables eVTOL autopilot  Onboard AI processing demands power efficiency  The 48V bus reduces PDN loss compared to traditional 12V bus  NBM2317 fixed-ratio converter efficiently bridges the 48V bus to 12V AI systems 600W@12V 600W@48V 导线材料 铜 铝 铜 铝 电流 50A 50A 12.5A 12.5A 导线截面积 10mm2 17mm2 1.

  10. Slide 10: Virtual battery eliminates 48V physical battery

    Virtual battery eliminates 48V physical battery  The physical 48V battery powering AI and auxiliary systems adds weight and consumes valuable space  Vicor fixed ratio converters can replicate the 48V battery via the the eVTOL’s main 400V or 800V powertrain battery – Vicor modules deliver the same

  11. Slide 11: Reliable FMS and FCS power supply

    Reliable FMS and FCS power supply  Vicor DCM isolated, regulated PI3740-00-LGIZ  输入8V – 60V DC-DC converter modules are Buck-Boost Regulator  输出10V- 50V used in aviation applications  最大功率 140W 48V 48V/28V such as C919 to DO-160  开关频率 1MHz standards  封装 10x14x2.5mm LGA  DCMs achieve EMI stand

  12. Slide 12: Beyond eVTOL – Vicor enables UAVs

    Beyond eVTOL – Vicor enables UAVs  Tethered and untethered UAVs utilize 400V and 800V power delivery networks  Power density and efficiency are critical to enabling UAVs ©2024 Vicor 12

  13. Slide 13: Power modules for UAVs

    Power modules for UAVs 41g 68g 140.5g BCM6123/400VDC ChiP BCM6135/400VDC ChiP BCM4414/800VDC VIA  Output 35A continues current  Output 65A continues current  Output 35A continues current  Power density up to 2735W/in3  Power density up to 3400W/in3  Power density up to 797W/in3  98% peak effi

  14. Slide 14: The value Vicor brings

    The value Vicor brings Fast transience Lightweight Power density Faster time to market Eliminate battery High efficiency High reliability ©2024 Vicor 14

  15. Slide 15: Kevin Ni

    Kevin Ni 倪进，1994 年硕士毕业于东南大学无线 电系。毕业后工作于中兴通讯、朗科技 和光桥科技研发部门，从事过 CDMA 网 络和光通信系统的研发工作。 之后进入美国 EXAR 公司从事半导体芯 片的市场推广，并于 2011 年加入美 国 Vicor 公司，筹备建立中国公司和中国 区团队，致力于高可靠性高性能的电源 产品的市场推广工作。 Email: [email protected] ©2024 Vicor 15

  16. Slide 16: Thank you

    VICOR Thank you ©2024 Vicor

Vicor — Investor Presentation (May 2024) on 6ix