 Welcome to our box. Come on in So we're here at our tourdex headquarter in Lausanne, Switzerland And I really wanted to show you a little bit around a what we have going on and also show you our new location So first of all just want to quickly say hi to Tori. He's our mascot usually stays with us and dresses up for the occasion He's still in summer mode, but let's walk through and I'll show you a little bit how we have everything organized here Come on in So first I want to quickly talk a little bit about how our office layout is organized So we can start with sales here all the way on top. These are the people who talk to our customers It's very important for us that we're in direct contact with most of our customers and Then furthermore also product management right next to sales. It's important So we get that customer feedback back to our R&D teams But really let's walk down and we talk a little bit about how we develop our products so in here you're coming into our R&D area and Similar to The entrance in the sales we have this organized in different departments So we basically start up here with our software integration and test automation team and if we walk down We just kind of go down and we'll come back here So no worries we get time to talk to some more people our Linux engineering and Verizon core software development teams are here and If we go further down it gets interesting you'll see some hardware So here is where we design and test and validate all our hardware. So first I Want to show you a little bit what's going on under the hood to actually develop an embedded product and for that We're gonna be talking to Peter Hey Peter So here we're just gonna look a little bit what it actually means under the hood to design a product So for that Peter is really the best guy to do that life for you So I'll be handing over to Peter and he can walk you through a little bit. So what do we see here? Well, we see one of our designs here so the goal of Toradex is of course to make sure that the complexity of our modules Is on us and not on the customer. So when you look at this is one of our modules. It's the Apollis IMX 8m 8 quad max and It's one of the most Complex designs we have done so far and I'm really proud of it because I was working in the team which was developing this module here and Yeah, what I have here in the back is actually the design of that module and I have now enabled All the layers of the module. It's a 14 layer board so It looks quite complex but what I can do is I can actually only show single layers. So what we see here is the What is going on on the top? But the complexity is actually in the middle because the really complex part about this module is Not all the truth or to make sure that all the signals are connected correctly It is mainly to deliver all the power that the module needs When you look at the module, there's so many buck converters in here on this model. So we have one PIMIC here, which has a Lot of buck converters here, but we have on the flip side We had another one which has a lot of buck converters and that is kind of the challenging thing on on that board and I can show Shortly how it looks like in the inside here because I have the design open here So we are here on the top layer then we go in that we have ground on the next layer Then we have some signals, especially some high-speed signals here, which are rooted impedance controlled Make sure that all the signals are arriving at the correct timing For the RAM here, for example, then we have some more signals Then we have ground here and then it's really coming in the power So to deliver all this power into the into the SOC is kind of the challenging thing So that's why we have not only one layer of power. We have actually four layers of power on this this module Until we go back to ground again some signals some signals ground Until we are on the back of the module here. So what what does a customer able to see? Do you have like a special way they can? They can they can see all this or they get the files or not on the module itself I mean, that's our our IP. So what the customer does is They're doing our their carrier boards So the idea is that you take the module put it into it to the carrier board and you have the full system So we are not only developing the the module. We also developing some carrier boards some reference designs here like this one here and That is the boards that you see now here and again on that board I have enabled right now all the layers So you see all the layers that board has and that board only has six layers So it's not even half of of the layers that the module has Because we take all the complexity on to the module so the customer can build its carrier board On an easier way. So when when you look at this one here, I'm again, you can just show The individual layer so that is top layer pretty easy Then we have an internal layer then we have some power here It's also way way easier and we have the bottom layer Here on that one and the cool thing is here We provide the full 3d model or the full design including 3d models To our customers of these boards. So Yeah, that's what our customers are getting and then they can use it for creating their own Designs. So what is a customer experience, but your whole platform here? So really the idea for us is to make Designing embedded systems easy. So we encapsulated in the two parts that it just saw the system a module which we do very Complex designs we integrate all the high-speed signals We optimize then and then we provide reference designs easy simple reference designs where the customer can build their carry board Which kind of makes up the functionality that specifically tailored to the customer. We're on the song We really focus on very general purpose features and computing Architectures so the idea here really is doing you decapsulate those two components in the disarm of the carry board And then that allows the customer to easily customize on a simpler design with the carry board And that's really that's really the beauty of this approach And this is really if you look at the volume This is actually making a lot of sense all the way up to kind of mid volumes some of our high-stand customers They run this type of systems in the 30 to 50 thousand pieces a year And that's still very cost-effective doing that But what also goes in and so that's where I would like to continue is how we validate our hardware So if you continue to walk a little bit over here I'll show you a bit how we actually do all the validation of the hardware design because designing the hardware is one part But the validation is the other part, which is important. So let's go over here. We quickly check the Our tests it up. So if you go into this room I'll show a little bit what it means to validate and better boards So in here you see two temperature chambers and so what's going on here is you think about any change on the hardware We have to make sure it runs robust through the full temperature cycle Whether it's a medical device or whether it's an automotive application a test a measurement equipment So how we do this is we have these test boards. So you see it over here. So this is a board where we can plug in Seven units on the test. So in here you plug in the Torrex module and then this board slides into the temperature chamber Which I show you in a little bit and then we can do power cycling. We can do test the if the interfaces Run stable or if the software boots stable through the whole temperature range and we do this validation Basically for any change any major change that we do on the hardware So what's a major change on the hardware in the current chip shortages? We may not get an EMMC or we may have to change the memory chip So if we put a new memory chip on our SOM, this means we have to go back into the temperature chamber and validate that Change in the bill of materials through the full temperature cycle. So right now over here. You actually see We're down at like six degrees Celsius And in here you have seven boards. They're currently being chilled down and then later up They're going to be baked up again up to 85 C and we're logging and making sure they run stable over the whole temperature area So this is a very important part for us to really provide robust Computer platforms that are fit for the demanding applications that our customers have So if you go back and we talk a little bit more about what's actually going on on the software side So over here as part of the validation process. It's also the factory programming and testing So if you come in here a little quick You'll see the first step of production testing that we do for an NPI a new product introduction So when we design a new product in the first step of testing is we test all the interfaces on our own reference designs so basically you see here our new verdine 8 and plus module and We flash the software and we boot it up and we validate all the different interfaces So this is our basically our development board it's the same board that we give to customers to actually design their product and in here you see our psalm and We're now booting this up to the software and a little while you actually see both monitors lighting up And we know basically that that hardware is doing its first test So it's very important to understand this is really only the first level of testing for new products I'll show you a little bit later when we go downstairs what it means to mass produce This and how testing works in the mass production. So let's go back here and We talk a little bit about software Many of you may not know what Toradex is really actually a software company so 90% of our engineers are software engineers and You see the shot a little bit of what we do on the on the hardware side But the maturity here on this floor and I would say probably about 80% here on this floor is software engineering So for that I would quickly walk you through and here and we'll talk to Marcel from our embedded Linux team Who will be showing you a little bit or explaining why it's so important to do software? Mainline and for that we're gonna talk to Marcel So yeah, let's let's quickly Marcel if you can maybe explain a little bit You know how we do Linux software development What are our approaches and in particular why mainline is is important for the work that we do? Hi So can you explain what's going on around here? Well, I have various sports running For our example our latest Edition the word in either the MX-8M plus It's just running our standard multimedia image anyway, but Actually, I'm working on upstreaming the Yubu part there and Upstreaming stuff just it's just the most future-proof option basically for our customers If you have any kind of a you know technical details we work on if we solve them upstream that that just means It's once and for all properly solved Yeah, it's basically a way of future-proofing your software stuff because You know if you have Hardware that you want to support for many years, which is what we want to do for our customers then You will have eventually will you will run into issues and stuff and if you don't have Solve those properly upstream then you will struggle over and over with that Yeah, maybe can you also talk a little bit about the long-term maintenance? I think it's an important topic exactly what are our really commitments for customers and you know How do we help customers that they will be able to support their devices for? Three four five ten years in that area. Yeah, we have Basically all our modules we shipped them for 10 to 15 years and over that period of course we also try to to really Do a maintain that stuff and as you can imagine There can be cases where we need to actually also do Modifications on the hardware level because some chips. I mean especially now It's very hard to to procure certain chips and then maybe we're forced to to change a little bit of the design and that can of course also lead that the software need to have some adjustments and And and that's exactly the point then you need to maintain that and if you're not upstream Then it means that you have to maintain all these various kind of quirks in some downstream stuff And then it's a never-ending story basically if you upstream it you really solve it just once and for all Perfect. Thank you. So let's go on a little bit and we'll walk back and also check out some of the other areas Especially also go downstairs later and give you some insights into our operational setup At Toradex how we procure parts in these difficult times But maybe just a little quick if we turn around one more time This is really just a typical setup for an embedded developer if you work in this industry You will be close to the hardware every day You basically will be debugging on boards hardware boards as you can see and that's how we help customers That's how we develop in in-house and and that's how we help customers and that's really how things working our industry So you have a lot of hands-on exercises even though you're a software engineer In the embedded industry. It's very common that you're still close to the hardware so let's go back we'll walk a little bit back and Talk about how we connect with the customers and how we do product management. So if we go back here I want to quickly show you here Is our area where we have our field application engineers and Solution architects so their job is to basically support our customers designing with Toradex And what does that mean is so our customers they will buy our module as you can see here This is our Colibri Amixx ULL and then they built that carrier board that we just heard from Peter They customize that to their own needs and of course sometimes they need some help that help can be in the form of a Schematic review that help can be in the form of helping them debug a custom driver Of a peripheral that they put on their board and we can do that here And so sometimes we work together with the customer on their hardware our engineers So that's that's very important because of course we're selling a complex product and part of making that easy is of course helping The customers integrate those products and also the product management side again I said a little bit we have our our sales team our account managers and technical sales engineers They're also close to the product management team which is basically next to them So the feedback loop for us is very important even though we're an industry that sometimes a little bit slow-moving Technology is evolving very fast and for that We really need to make sure that the customer feedback from our solutions engineering team as well as of course from the from The people who talk to our customers gets quickly back to product management and then back into R&D So in those last 18 months, you've not slowed down, right? Of course we had to adjust a little bit how we work together But one fun fact the tortoise is we're already distributed teams so our software engineers They are we have offices as you know, Japan China Vietnam we're in Eastern Europe in the Ukraine You're here today in Lausanne, Switzerland where you see about half of our engineering staff but we also have offices in some Paolo Brazil or also in in Seattle and of course We we really try not to slow down. I mean the logistics right now is a little bit And especially also the supply chain situation is really what's holding us up But there is nothing in the in the technology side that that would slow us down and we actually have Have in the meantime in the last 18 months launched Our most recent additions of the Verizon platform, which we talked a little bit about later So we're offering software services today And so that was actually nice for us that we could actually catch up So maybe also this dislike 18 months has brought new ideas and new requirements, right? Of course also for our customers so I can give you a little bit an example We just talked about To rise and platform what we're doing is actually providing a software platform for customers where they can update Monitor and remote manage their devices So as you know, we have travel restrictions right now But our customers still have to find a way to support their devices in the field And that is actually where this need of what we're doing on the software side The demand gets greater and greater also the software as you know Software is complex. There are software vulnerabilities You need to patch your software while your devices are deployed in the field and with our Verizon offerings We're addressing that need from our customers. I can imagine that Toradex is a perfect partner to do something Quick and custom and special and getting to market more Rapidly and exactly it's all about Basically accelerating the customers time to market creating extra value and then of course also simplifying things So if you if you look at these three components is you can today start your embedded development with a starter kit from Toradex You can then basically do some field trials on your software based on our hardware While you're designing your own product and that all that you can do with the same software And you can then once you deploy your pilot run in the field still update that software that you're working on It's very common today that you actually start shipping a product early and then do the later improvements down the road What have been Publishing in in terms of they're not really being trade shows in the last 18 months You've been doing more webinars or yeah That's actually and of course Daniel from our marketing team would be very excited to talk a little bit about that But we had to adjust and we found some new Models and new form formats that our customers like we actually became a little bit more intimate with our customers in that time So we had more personal interactions with them virtual but more personalized So that being said is for us it was actually quite a nice exercise and and a nice evolution for us how we work together with the customers and We can do a few more videos here to headquarters talking about different things exactly We'll sit down later on in our meeting room a little bit and talk about what we actually have going on on the road map and the Technology stack but before that let's head downstairs and we quickly check out our operational setup here at the Swiss office Right So you have two floors in this building correct? Yeah, we're over two floors. Unfortunately because Yeah, one floor wasn't enough so we're split up But because of the break here are being upstairs and the coffee machine We make sure there is a good interaction going on between the sales R&D and the operational teams So let me get you in here So this is our downstairs areas We're gonna walk over and talk quickly with procurement and to show you what's going on there And then we come back and I'll show you a little bit our local warehouse What's very important for you to remember is here. This is really just our central setup in in Switzerland We're a global company our main warehouse is in fact in Germany So what you're seeing here is really just our our central office But as a company we're scaled over multiple countries and locations So this is our operations team. So what you see here is we have all the way down We have our procurement team Unfortunately also a little bit reduced in staff here as we're still being a little bit careful So our procurement team does the sourcing of all the key materials so one really important fact about toward exists that we We control the sourcing of all the key materials single source components as well as all the critical parts process if flashes memory We source in-house and we distribute those raw materials across our two production sites our production is outsourced so we actually produce with contract manufacturers in Germany and And our procurement team basically manages that then next up is our customer support or inside sales team They capture all the orders to do all the scheduling Unfortunately right now with the current allocation situation. It's a quite a heavy workload. So we're very constrained Luckily with our setup and we hope for customers to also understand the situation we can manage that What's the flexibility you have in terms of people can work from home and stuff like that? We're fairly flexible. I mean there's really only a few jobs where I mean if you think about logistics or testing What I just showed you those are two things that you really need to be physically present But for engineering and for most other administrative jobs. There is really not much In much limitation however, of course It's still nice if you can be in the office because the interaction between the teams is definitely helpful when you're when you're present So we have a flexible setup. I mean people can basically tell us how they would like to work and we try to make it happen So now let's quickly look at our just local warehouse here and here I will show you a little bit more about that mass production testing that we're doing morning So as you already saw before we have this manual tester station, which I already explained you upstairs So this is the first level of testing we do for a new product However, when you want to scale up mass production, especially when you have your production outsourced It's going to be very important that you actually have a tester set up This is our functional tester that we then deploy at our EMS So what you see here is an in-house developed custom tester We have different adapter boards that you put on top depending on which modular test and then you have a generic Tester platform For us and so the way we do this when we ramp up the product stage number one is the manual tester stage number two is Here where we have engineering basic provision the mass production testing and then step number three is when you really ramp up production in 10 20 50 000 that's when you deploy this particular tester setup at the EMS So that's really one of the key Important facts for us at Touridex how we control quality even though we outsource production We control testing and with that we have full traceability every module goes through a full functional test Basically all the interfaces you talk about camera interfaces GPIOs really from A to C. We're testing you have a test log file You have a serial number to track that module down if it later comes back through RMA So all the way down here. We have our RMA department who really inspects if products ever come back from the field We look at them try to find out what what's going on and again this is happening here in switzerland So we're close to the r&d teams. We can have that feedback loop from quality to our r&d and product management teams So without that quality loop There can be some some kind of like a nightmare scenarios out there in the iot world where people have Some issues with the device and it's hard to figure out which one it's absolutely I mean if you of course we are We are only supplying one core element of an actual iot device If you think about let's just say a remote gateway that's somewhat deployed In the remote mountains of switzerland or maybe even worse somewhere in the desert or somewhere You know somewhere very remote in in in not easy to get to areas if those products fail It's going to be very costly for you to actually send someone out to service them So for us quality is really a number one You know initiative here and call it toradex to make sure we have the highest quality And yeah, if you look here, this is just how we sell those products. Ultimately, they're boxed up This is really just a small-scale warehouse again our main warehouses in in germany And that's where we you know turn around hundreds of thousands of modules and send them to custom making sure that can have a reliable dependable iot and medical products in the field Nice All the way down there. We were there just before yes Yeah, so with this we actually are at the end of our tour We're going to go back up and maybe do a little sit-down But yeah, I hope I could give you a good little first insight of what we do Of course, there is also finance and hr. We also have here on this floor But I would suggest we go back up and maybe continue our discussion there Great