Indie Semiconductor, Inc. · NASDAQ:INDI
Indie Semiconductor — Investor Presentation (October 2025)
23 slides from Indie Semiconductor's investor presentation, October 2025
Slide 1: Investor Overview Oct 2025
INVESTOR OVERVIEW OCT 2025 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 Non-GAAP Financial Measures
DISCLAIMER Use of Non-GAAP 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 gross profit, non-GAAP gross margin, non-GAAP operating expenses, a
Slide 4: indie at a Glance
INDIE AT A GLANCE indie is an automotive innovator, developing Diverse Portfolio Top OEMs Globally Semiconductor, All the top OEMs globally photonics, and system utilize indie devices advanced technologies and solutions to deliver solution offering best-in-class automated driver and safety 9 Acquisi
Slide 5: High Growth Semiconductor Segment: $149 billion TAM
HIGH GROWTH SEMICONDUCTOR SEGMENT Automotive Semiconductor Segment: $149 billion TAM 9% CAGR Company Proprietary | 5 - Source: S&P Global Mobility (2024)
Slide 6: Megatrends Are Driving Electronics Growth
MEGATRENDS ARE DRIVING ELECTRONICS GROWTH… Driver Safety (ADAS) & Automation • Growth driven by safety regulation In-cabin User Experience (UX) • Growth driven by Consumer demand for better UX Company Proprietary | 6
Slide 7: Accelerating Vehicle Silicon Content Value
…ACCELERATING VEHICLE SILICON CONTENT VALUE indie SAM and Silicon Content Growth Outpacing Vehicle Production Automotive Semiconductor TAM ($B) indie Addressable Market ($B) Passenger Vehicle Production (Mu) Average Silicon Content / Vehicle ($) 149 1514 73 98 Electrification 57 1147 107 28 43 20 88
Slide 8: 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 9: indie Differentiation Drives OEM Penetration
INDIE DIFFERENTIATION DRIVES OEM PENETRATION Pre-eminent, Global OEM Customer Base • High segment entry barriers surpassed • Growing OEM design-in momentum • Field-proven, high volume SoC shipments 500M+ Cumulative SoC Shipments 400M+ 210Mu 105Mu 63Mu 29Mu 2016 2018 2020 2022 2024 2025 (YTD) + Other
Slide 10: Global Footprint, Local Support
GLOBAL FOOTPRINT, LOCAL SUPPORT Aliso Viejo, CA Headquarters Company Proprietary | 10
Slide 11: Acquisitions Have Been Part of Our DNA
ACQUISITIONS HAVE BEEN PART OF OUR D&A Inorganic Photonics/ LiDAR Radar Radar Vision SLED 200 2025 7 2007 Auto PMIC High Speed Embedded DSP Vehicle Bus Sensor AEC-Q100 Wireless Organic 120GHz ISP SLED OMS/DMS Comms systems Communications Interface Charging Radar Software Apple CarPlay Organically an
Slide 12: eMOTION3D Strategic Acquisition
eMOTION3D STRATEGIC ACQUISITION Acquisition Closed on September 26, 2025 Overview & Strategic Value AI-Powered Perception Software Leader POWERFUL & VERSATILE IN-CABIN HUMAN ANALYTICS SOFTWARE • Vienna, Austria-based automotive perception specialist • Advanced AI perception solutions for vision and
Slide 13: Update on China Subsidiary - Wuxi
UPDATE ON CHINA SUBSIDIARY - WUXI Wuxi indie Microelectronics (“Wuxi”) indie continues discussions regarding the potential sale of Wuxi, or alternatively an IPO Strategic Benefits Structure 1 Enhanced Focus on Core ADAS Tech indie Semiconductor holds approx. 34% equity stake in Wuxi with approx. 59%
Slide 14: Industry Outpacing Revenue & Margin Growth
Company Proprietary and Confidential | 14 INDUSTRY OUTPACING REVENUE & MARGIN GROWTH Revenue 52.5% Gross Margin1 50.4% 49.9% 48.5% 42.3% 43.7% Growth Drivers: 101% YoY • Radar & Vision program ramps $223.2M $216.7M $222.1M • Strong Tier 1 and OEM validation 129% YoY $110.8M • Improving product mix 1
Slide 15: ADAS: Multiple Sensors Needed to Address Expanding Use Cases
1 - 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) • Industry’s first MIMO+ Radar MMIC an
Slide 16: 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 17: ADAS Sensor Proliferation
ADAS SENSOR PROLIFERATION1… Entry Mid Premium 10+ sensors 20+ sensors 30+ sensors Radar Radar Radar • In-Cabin 1 • In-Cabin 1-2 • In-Cabin 2+ • External 4 • External 4+ • External 6+ Camera Camera Camera • In-Cabin 1 • In-Cabin 1-2 • In-Cabin 2+ • External 2 • External 5+ • External 10+ LiDAR LiDAR
Slide 18: Mandated by Global Regulation / Assessment
…MANDATED BY GLOBAL REGULATION / ASSESSMENT… Automated Emergency Braking (AEB) Lane Warning/Keep Assist Pedestrian/Cyclist AEB 2029 2022 2018 2021 2021 2022 2024 2014 2029 2026 2024 2024 (C-NCAP) (NCAP) (NCAP) (C-NCAP) (J-NCAP) (C-NCAP) Blind Spot Warning Pedestrian/Cyclist Rear AEB Back-up Camera 2
Slide 19: Drives indie's Vehicle Content Growth Opportunity
…DRIVES INDIE’S VEHICLE CONTENT GROWTH OPPORTUNITY 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) 1 indie
Slide 20: Towards ADAS Sensor Fusion
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 Domain or will enable t
Slide 21: In-Cabin User Experience
2 - IN-CABIN USER EXPERIENCE Proliferation of UX applications • Consumers demanding engaging user experience (UX) • OEMs embracing UX to drive brand differentiation • indie’s In-cabin UX capabilities include: • Lighting (Internal & External) • Utility Small Motor Control • Wired & Wireless Charging
Slide 22: The Industry's Broadest Silicon Portfolio
THE INDUSTRY’S BROADEST SILICON PORTFOLIO1 ADAS Radar Ultrasound Vision Sensor Fusion LiDAR Domain Controller In-cabin UX USB Power Delivery / USB Hub Data Transport & Re-timers CarPlay / Android Auto Interface Small Motor Control Wireless Charging Secure Microcontrollers Interior & Exterior Lightin
Slide 23: Investment Thesis
INVESTMENT THESIS 1 Next-Gen Automotive Semiconductor and Software Platform 2 Deep Relationships with Global Automotive Tier 1 and OEMs Well Positioned in Massive Secular Automotive Market with forecasted High 3 Margin and Growth Profile (1) 4 Proven Leadership Team with Track Record of Delivering S
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