COMMUNICATION INFRASTRUCTURE 5G TEACH -IN
Transcript of COMMUNICATION INFRASTRUCTURE 5G TEACH -IN
PUBLICNXP, THE NXP LOGO AND NXP SECURE CONNECTIONS FOR A SMARTER WORLD ARE TRADEMARKS OF NXP B.V. ALL OTHER PRODUCT OR SERVICE NAMES ARE THE PROPERTY OF THEIR RESPECTIVE OWNERS. © 2020 NXP B.V.
D E C E M B E R 2 0 2 0
Paul HartExecutive Vice President and General ManagerRadio Power, NXP Semiconductors
COMMUNICATION INFRASTRUCTURE 5G TEACH-IN
FORWARD LOOKING STATEMENTS
This document includes forward-looking statements which include statements regarding NXP’s business strategy, financial condition, results of operations, and market data, as well as any other statements which are not historical facts. By their nature, forward-looking statements are subject to numerous factors, risks and uncertainties that could cause actual outcomes and results to be materially different from those projected. These factors, risks and uncertainties include the following: the duration and spread of the COVID-19 outbreak, its severity, the actions to contain the virus or treat its impact, and how quickly and to what extent normal economic and operating conditions can resume; market demand and semiconductor industry conditions; the ability to successfully introduce new technologies and products; the demand for the goods into which NXP’s products are incorporated; trade disputes between the U.S. and China, potential increase of barriers to international trade and resulting disruptions to NXP's established supply chains; the ability to generate sufficient cash, raise sufficient capital or refinance corporate debt at or before maturity to meet both NXP's debt service and research and development and capital investment requirements; the ability to accurately estimate demand and match manufacturing production capacity accordingly or obtain supplies from third-party producers; the potential impact of the outbreak of COVID-19 on NXP's business, operations, results of operations, financial condition, workforce or the operations or decisions of customers, suppliers or business customers; the access to production capacity from third-party outsourcing partners and any events that might affect their business or NXP’s relationship with them; including the outbreak of COVID-19 or the requirements to suspend activities with customers or suppliers because of changing import and export regulations; the ability to secure adequate and timely supply of equipment and materials from suppliers; the ability to avoid operational problems and product defects and, if such issues were to arise, to correct them quickly; the ability to form strategic partnerships and joint ventures and to successfully cooperate with alliance partners; the ability to win competitive bid selection processes; the ability to develop products for use in customers’ equipment and products; the ability to successfully hire and retain key management and senior product engineers; and, the ability to maintain good relationships with NXP's suppliers. In addition, this document contains information concerning the semiconductor industry and NXP’s market and business segments generally, which is forward-looking in nature and is based on a variety of assumptions regarding the ways in which the semiconductor industry and NXP's market and business segments may develop. NXP has based these assumptions on information currently available, if any one or more of these assumptions turn out to be incorrect, actual results may differ from those predicted. While NXP does not know what impact any such differences may have on its business, if there are such differences, its future results of operations and its financial condition could be materially adversely affected. There can be no assurances that a pandemic, epidemic or outbreak of a contagious diseases, such as COVID-19, will not have a material and adverse impact on our business, operating results and financial condition in the future. Readers are cautioned not to place undue reliance on these forward-looking statements, which speak to results only as of the date the statements were made. Except for any ongoing obligation to disclose material information as required by the United States federal securities laws, NXP does not have any intention or obligation to publicly update or revise any forward-looking statements after the date of this event, whether to reflect any future events or circumstances or otherwise. For a discussion of potential risks and uncertainties, please refer to the risk factors listed in our SEC filings. Copies of our SEC filings are available on our Investor Relations website, www.nxp.com/investor or from the SEC website, www.sec.gov.
VERY EARLY STAGE OF 5G SUPER-CYCLE
Precision Virtual Control
Ultra-reliable and low latency communicationsMassive machine type communications
2019+2021+
2023+
Mobile broadbandNew business cases with 5G Stand-AloneExtended deployment cycleCost / power consumption / miniaturization
5G DEPLOYMENT DRIVERS
NXP’S 5G INFRASTRUCTURE FOCUS
#1 Provider of RF Power devices5G Access Edge programmable modems
Sources: Jefferies, NXP
Real-timeData Analytics
Connected Devices
SmartEverything
Fixed WirelessService
AR/VR
Cloud-basedGaming
Autonomous Driving
LatencyCoverage
Capacity
Precision VirtualControl
5G DEPLOYMENT STAGES
Enhanced mobile broadband
Enhanced Wireless Services
5G IS A D IVERSE AND COMPLEMENTARY NETWORK ECOSYSTEM
MULTIPLE NETWORK ARCHITECTURES
RAPIDLY EVOLVING DEPLOYMENT
FLEXIBILITY TO RF MARKET DEMANDS
NXP SERVES ALL 5G CONFIGURATIONSFrequenciesPower levelsArchitectures
5G Macro
5G mMIMO
5G mmWave
Suburban, rural
Urban, small cells
Dense urban, fixed-wireless access
WiFi6/7
25 km
1 km
100 m
25 m
Source: NXP, 3GPP
800 MHz
RIS ING RF COMPLEXITY WITH 5G FREQUENCY AND POWER EVOLUTION
600 MHz 12 GHz
100+ GHz
GaN
SiGe
1 MHz 4 GHzLDMOS
1.8 GHz
800 MHz 2.1 GHz
600 MHz 2.7 GHz
>1 GHz Bandwidth Multi-GHz Bandwidth
12 GHz
20-200 MHz Bandwidth
600 MHz 6 GHz 26-28 37-47 GHz
1 GHz Bandwidth
600 MHz
5G4G
6G
3G2G
Source: NXP, 3GPP
5G Macro 5G mmWave
NXP RF
NXP ADDRESSING ALL SYSTEMS
ACTIVEANTENNA
SYSTEM
5G mMIMO
Coverage Capacity
NXP BEAMFORMING ICBASEBAND
PA ELEMENTS X 256
BASEBANDNXP RECEIVER
MODULE
NXP PA MODULEPOWER AMPLIFIER X 64
NXP DRIVERMODULE
PASSIVEANTENNA
BASEBAND
POWER AMPLIFIER X 4
NXP DRIVER
NXP HIGH-POWER TRANSISTOR
1X Content
4T4 X 40 W
3X Content
32T32 X 10 W
4X Content
64T64 X 5 W
3X Content
mmWave256 X 200 mW (25 W)
2X Content
8T8 X 40 W
4X Content
mmWave256 X 200 mW
Source: NXP
NXP TECHNOLOGY LEADERSHIP
SiGeSub 6 GHz controllers and receivers
Highly integrated mmWave ICs
Leading RF performance with cost structure of silicon
GaNUnique feature-set for 5G infrastructure
Ramping world-class fab in 2020
Performance, quality and scale for 5G leadership
SystemComprehensive RF to Access Edge solutions
Advanced IP for system optimization
Hybrid technology integration
Scalability to 6G
LDMOSDecades of industry leadership
Extending performance to > 4 GHz
Most cost-effective power technology
LDMOS
GaN
SiGe
Scale, QualitySecure Supply
DRIV ING DOWN SYSTEMS COSTS THROUGH INTEGRATION
2018 2020 2021ICs and Discrete Transistors Integrated Amplifier Modules Highly Integrated Radio Board
X 4
NXP Focus Expansion
X 64
Smaller Radio Board
25%
X 64
Pre-Amplifier
PAM with control
Switch +
LNA
FilterCirculator
Radio Board
Driver Amplifier
Power Amplifier
Pre-Amplifier
Control
LNA
FilterCirculator
Switch
50%
Smaller Radio Board
Pre-Amplifier
Power AmplifierModule
FilterCirculator
Control
LNA Switch
Source: NXP
Sources: NXP CMI
More RF Power content per base station
More addressable content value
x
x2020e 2023e
$1.7B
$2.5B
RADIO CONTENT GROWTH DRIVES STRONG SAM EXPANSION
More radios deployed
COMPREHENSIVE INFRASTRUCTURE FOCUSED PORTFOLIO
GaN
LDMOS
SiGe
SOI
High-Power Plastic Packaging
Advanced Package Platforms
Integrated Module Platforms
Wide-band / Multi-band IP
WiFi 6/7 and mmWave IP
High-Power LDMOS
Discretes
High-Power GaN
Discretes
LDMOS ICs
GaN mMIMO Discretes
LDMOS Modules
Hybrid GaN Modules
Receivers and
Pre-DriversmmWave WLAN
Mobile
WLAN Access Points
Macro mMIMO mmWave WLAN
Bro
ad te
chno
logy
tool
box
Extensive portfolio serving all 5G configurations
Sources: NXP
and WiFi 6/7
EFFICIENCY CRIT ICAL FOR TOTAL COST OF OWNERSHIP
2018 2019 2020
40%
45%
2021e 2022e
50%
55%
60%
$1 Billionelectricity savings per year
20%
Radio sizereduction
Radio weightreduction
Significant carrier benefits from 5% efficiency increasemMIMO Module Power Efficiency
Sources: NXP
20%
NXP POSIT IONED FOR LEADERSHIP IN 5G
TRUE LEADERSHIPSTRONG MARKET GROWTHDifferentiated RF solutions
Technology Leadership
Integration Focus
System Expertise
Cost Focus
Scale
Roadmap to 6G
Market Share(1)
Entering 5G super-cycle
2023e2020e
$1.7B
$2.5B
40%
Sources: Based NXP Revenue, NXP CMI(1): market share based on 2019 revenue
Growth in line with market