General RF Update - NXP...

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External Use TM General RF Update FTF-NET-F0477 May 2014 William Yin | Director, RF Asia Pacific

Transcript of General RF Update - NXP...

External Use

TM

General RF Update

FTF-NET-F0477

M a y 2 0 1 4

William Yin | Director, RF Asia Pacific

TM

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Agenda

• RF Overview

• RF Cellular Products

• RF Industrial Products

TM

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>50 Year Legacy

>5,500 Engineers

>6,000 Patent Families

A Global Leader in Radio Frequency, Digital Networking Processors and Microcontrollers

Microcontrollers

Digital Networking

Automotive MCU

Analog & Sensors

Radio Frequency

Five Core Product

Groups

Four Primary

Markets

Automotive

Networking

Industrial

Consumer

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We Provide Differentiated Applications to Key Markets

Cloud

Computing

/ Data Centers

Routers &

Switches

Security

Appliances

Wireless Base

Stations

Networked

Printers &

Gateways

Home

Appliances

Healthcare

Smart Energy

& Connectivity

Factory

Automation

and Drives

General

Embedded

Smart Mobile

Devices

General

Embedded

Sensors for

Phones and

Games

eReaders

Chassis &

Safety

Advanced

Driver

Assistance

Vehicle

Networking &

Information

Radar & Vision

Systems

Powertrain

Networking Networking Industrial Industrial Consumer Consumer Automotive Automotive

We Have a Broad Portfolio

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Q1 2014 Financial Overview

• Building momentum with continued progress

− Q1 2014 revenue of $1.13 billion

− Up 4% sequentially and up 15% year-over-year

• Solid execution

− Adjusted operating earnings* of $186 million for Q1

− Gross margin of 44.8% for Q1

• Strong quarter for RF

− Revenue of $113 million

− Up 17% sequentially and up 31% year-over-year

* Adjusted for non-cash share-based compensation expense, purchase accounting

and other items. See GAAP reconciliations at the end of this presentation.

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$784

$563

2007 2011 2013 2014

Net Debt / Annual Interest ($M)

($ in millions)

Maturity Profile **

• All long-term debt matures in 2020 or later

• Over past 5 quarters, transactions reduced

annualize cash interest expense by ~ $150 million

• 40 million share equity issuance in February;

all net proceeds used to redeem debt

• Reduced interest rate on $2.7 billion of term loans

in March; $20 million annualized cash interest

savings based on current interest rates

* Annualized interest expense after giving effect to Q1 2014 transactions.

** Term loans maturing in 2020 and 2021 require quarterly principal payments in aggregate annual amounts of $35 million,

Credit revolver matures in 2019, but undrawn at the moment.

Capital Structure

$3,566

$960 $1,296

2014 2015 2016 2017 2018 2019 2020 2021 2022

$8,816

$6,575 $5,765

1Q07 1Q11 4Q13 1Q14

$5,113 $483

$335*

Net Interest Expense Net Debt

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Radio Frequency

• Market leadership / scale

• Best-in-class performance in linear efficiency, gain, bandwidth and power

• Fully optimized reference designs

• Long-term customer relationships

Applications

Wireless Network Infrastructure • Macro, Metro & small cellular basestations

• Digital front end

Broadcast, Industrial/Scientific/Medical • UHF & VHF broadcast TV

• FM & shortwave radio

• CO2 lasers, plasma generation, MRI

Enterprise Access Points, Professional

Mobile Radio • Converged cellular / wifi

• Public safety, dispatch, transportation, marine

Aerospace / Defense • Radar

• Air traffic management

• Jammers

Why Customers Choose Us

Customers

We pioneered RF technology and continue to be the leader with high-quality,

high-performance products using the latest technologies

Products

Airfast RF Platform RF Power ICs

Market Leadership

#1 High Power RF Transistors for Wireless

Infrastructure (1)

Source: (1) ABI Research, December 2012

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RFD Organization Worldwide

RFD Global Headquarters Tempe, Arizona

Design, Marketing, Applications, Modeling, Systems

Freescale Austin Corporate Headquarters

Oak Hill Fab – 8”

Freescale Toulouse Design, Marketing,

Modeling, Applications, Systems

Freescale Kuala Lumpur

Final Manufacturing

Freescale Tianjin Final Manufacturing

Freescale Shanghai Marketing, Applications

Freescale Chengdu Design , Applications

Freescale Tokyo Marketing, Application

Freescale Seoul Marketing, Application

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Freescale Advantage

• Custom circuit tuning

• Modeling

• Thermal characterization

• Reference designs

• Dedicated applications

support

Performance Technical Support

Innovation Manufacturing Supply

• DPD

• Doherty

• Drain modulation

• Switching PAs

• Large volume supply

• Owned assembly and test

• Dedicated, in-house

package R&D

• Quality and reliability

• Airfast line of products

• 50 V LDMOS technology

• High ruggedness line

• ICs: Function integration

• Package leadership

45.3945

47.1404 47.140448.8863

48.8863

48.8863

50.6323 50.6323

50.6323

52.3782 52.3782

52.3782

54.1242 54.1242

54.1242

54

.12

42

55.870155.8701

55.87

01

55.8

701

57.616 57.616

57.61

6

57.6

16

59.362 59.362

59.36

2

59.3

62

61.1

079

61.10

79

61.107961.1079

62.8539

62

.85

39

62.853962.8539

64.5998

64

.59

98

64.599864.5998

66.3

458

66.3458

66.3458

68.0917

68.09

17

68.0917

69.8376

69.8376

69.8376

71.5836

71.5

836

71.583673.3295

73.3

295

73.3295

75.0755

75.0755

75

.07

55

76.8214

76.82

14

Real Impedance (ohm)

Imag I

mpedance (

ohm

)

Peak PAE (%) contours

gate voltage = 0.00V

maximum = 77.38% at impedance = 0.74j1.36 ohms MRF6VP3450H

half 860-Wed Jan 14 152447 2009-fileList

0.5 1 1.5 2 2.5

0.5

1

1.5

2

2.5

20 25 30 35 40 45 50 55 600

10

20

30

40

50

60

70

80

Pout (dBm)

PA

E (

%)

Power Added Efficiency vs Pout

50V

5V

20 25 30 35 40 45 50 55 600

10

20

30

40

50

60

70

80

Pout (dBm)

Eff

icie

ncy (

%)

Optimum Efficiency vs Pout

Optimum PAE

Optimum DE

Optimum PAE (Curve-fitted)

Optimum DE (Curve-fitted)

Manufacturing

&

Quality

Time to Market

BOM

Performance

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RF Cellular Products

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# Connected Devices

25 BILLION

World Population

2003 2010 2015 2020 2008

<1x 2x 3.5x 6.5x 1x # Connected Devices/Person

50 BILLION

12.5 BILLION

7.2B 6.8B

6.5B 6.3B

7.6B

We are Enabling the Next Growth Wave

Explosive Growth in Connected Devices

Customers Facing… • Skyrocketing data rates

• Multiple wireless standards

• Increasing network complexity

• Stringent power requirements

• Worldwide rise in IP traffic

Mobile Broadband for Evolving Cellular Market • Reduced energy consumption

• Shrinking equipment footprint

• Reduced time-to-market for new designs

* Sources: Ericsson, February 2011; Cisco Internet Business Solutions Group (IBSG), April 2011

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2009 2010 2011 2012 2013

1GHz 1.8/1.9GHz

2.1GHz 2.3/2.6GHz

Total Available Market by Frequency Band

www.freescale.com/rf

Industry / Business Update

• 2013 - $353M (+17%), 2014 looking even stronger

• Growth in all bands in 2014

• Surge in BTS demand indicates deployments could exceed 10-15% YoY

• 2G sustained by capacity upgrades but on the decline

• 3G deployments remain steady - still dominate market share

• 4G growth remains strong

• TDD LTE upsides in China could drive demand in excess of 500K BTS and surpass FDD in ’14

• Digital Dividend, re-farmed 1.8GHz and 2.6GHz are dominant LTE bands

• Freescale gaining market share with AF

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Allied Business Intelligence Share Estimates

SOURCE: ABI Research March 2014

Freescale 54.4%

NXP 29.0%

Infineon 16.6%

SOURCE: ABI Research March 2014

2013 Radio Access Network Share RF Power LDMOS Device Share

Ericsson, 35.9%

Huawei, 23.8%

Nokia Solutions and Networks, 15.7%

Alcatel-Lucent, 13.6%

ZTE, 5.7%

Samsung, 3.2% NEC, 2.1%

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2013 Highlights

• Airfast Portfolio Expansion

21 NPIs launched by end of year 2013!

• Significant R&D investments in expanding Circuit Reference Design support

• Product leadership in LTE: most competitive and comprehensive portfolio for 4G

− Significant and consistent design wins in China and globally

• Expanded plastic package offerings – OM880 launched; OM1230 launch in 1Q14

• VHV for cellular : First 1GHz broadband VHV part launched December 2013

• 1st GaN products sampling now

• Common HiP footprint for up to 60W Avg PA power BTS applications

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Small Signal & Low Power RF Portfolio Overview

Macro/ Micro BTS

Pico/ Femto BTS

General RF

Medium PA GPA Radio Control LNA Discrete

• class AB

• multi-stage

• class A

• single stage

• ADAM

• DSA • GaAs pHEMT

• SiGe

• un-matched

• up to 12V opp.

Driver Amps: e.g. MMZ25333B

1.5-2.7 GHz 40 dB

Pre-Driver Amps: e.g. MMG20241H

¼ Watt 17.5 dB @ 2.7 GHz 5V/77mA

e.g. ADAM High Performance: e.g. MML09231H

NF=0.36 dB OIP3=37 dBm

Markets &

Ap

plicatio

ns

Product Lines

DSA for LMR: e.g. MMT20303H

40-5000 MHz 3 bits 1dB / 7dB

LMR & Metering: e.g. MMZ09332B

136-960 MHz 1-2 Watt 25-31 dB

PAs: e.g. MMZ09363B

-50 dBc @ 26 dBm 700-960 MHz 35-38 dB

High Performance: e.g. MML09231H

NF=0.36 dB OIP3=37 dBm

Low Cost SiGe: e.g. MBC13720

0.4-2.4 GHz NF~1.4 dB 3V / 5mA

Gain Blocks: e.g. MMG3012N

DC-6 GHz 16 dB @ 2 GHz

12V GaAs pHEMT: e.g. MRFG35010AN

9 Watts 10 dB @ 3.55 GHz

6V GaAs pHEMT: e.g. MRFG35003N6A

3 Watts 10 dB @ 3.55 GHz

3-5 V supply unless otherwise noted

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Airfast 2

• The Airfast brand was launched in 2012 to tell the world about our significant step forward in performance

• Airfast is a result of a holistic design approach and not any one individual piece of technology

• Since 2012 we have continued to improve our performance both in discrete transistors as well as ICs, VHV and GaN

Packaging

Technology

Passive

Development

Systems

Applications Device

Development

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Freescale Gallium Nitride

• More power per package Target High Power PAs

− Targeting very high power designs

− One device finals for 40W, 60W base station applications

• High frequency operation Target High Frequency Wide-band PAs

− Target 1.8GHz and above

− Take advantage of high frequency behavior of GaN to target 2.3-2.7Ghz where LDMOS starts to lose performance

• Wideband operation Target Doherty Coverage of 1.8-2.2GHz and 2.3-2.7GHz

− Take advantage of broadband behavior of GaN to cover 1.8-2.2GHz and 2.3-2.7GHz with one device in FSBB mode

− One device Doherty turn key solution

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RF Industrial Products

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Freescale Leads Industry in RF Power Innovation

BILLIONS Watts/Year Delivered

Modernization of RF Power

Innovative Application of RF Power

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RF Power: In Your Daily Life

Our Products

Amplify RF Signals and Deliver:

• High Power

• High Linearity

• High Efficiency

Portfolio Range:

• From 1.8 MHz to 4.0 GHz

• From 0.1W to 1.25kW

• Cellular

• Air Traffic Control

• Land Mobile

• Cooking

• Healthcare

• Plasma Welding

• FM Radio

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RF Industrial Momentum

Freescale RF offers best performing solutions for focus Industrial markets

• Land Mobile

• 6 New Airfast 12V and 7.5V products

• Compact reference circuits

• Air Traffic Control

• 5 new products with Ref design

• kW final stage, 2 stage IC for ADS-B

• RF Heating & Cooking

• Transition from tubes to solid state

• 3 new products and enablement

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Growth Through Market Expansion

• Key Drivers:

− Data Explosion Cellular and Industrial impact

− Conversion to Solid State

− Consumer Electronic Equipment Upgrades

− Analog to Digital Conversion (Two-way Radios)

− Land Mobile Radio: Complete portfolio revamp & new portable solutions

• FM

• VHF TV

• UHF TV

Broadcast

• Handheld

• Vehicle

• Base stations

Land Mobile Radio

• Distance Measuring

• Transponders

•L-band / S-band

Radar

Commercial Aerospace

• CO2 lasers

• Plasma generation

• MRI

• And many more

ISM (Industrial, Scientific, Medical)

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Land Mobile

Enabling Customers through use of

RF Power

− High Power Mobile

Highest performing product line in

industry

Complete range of solutions across

power and frequency

Reference circuits for all radio bands

− Handhelds

3 new products targeting the portable

space

Clear Competitive Advantage

Performance & Solutions

Power

Amplifier Pre- driver

Driver

Mobile Radio Portable Radio

PA

+Driver

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ATC

Enabling Customers through use

of RF Power

− L-band

Complete portfolio, highest

performance

Industry highest power,

• 2 new kW+ products this year

Differentiated IC for ADS-B

Clear Competitive Advantage

Performance and solutions

Radar ADS-B

Transponder

MRF6V12500H

MRF6V10010N

MMG3014N

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Microwave Heating & Cooking

Enabling Customers through use of

RF Power

− Consumer & Commercial

Growing high performance portfolio

Industry highest efficiency in development

Plastic for thermal performance

Fully integrated reference solutions in

development

− Industrial

High power, low frequency products

available

Clear Competitive Advantage

Performance and Tools

High End MWO Plastic Welding

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Microwave Heating & Cooking: Differentiators C

on

ve

rsio

n A

cc

ele

rati

on

Control Enabled RF

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2.45GHz Ref Design: 250W, Single Feed

• 250W @ 2.45GHz

• Single antenna or feed interface

• Integrated MCU − Kinetis MCU + Signal Generator + Receive Path

• Closed loop features

− Real time delivered power measurement

− Mismatch detection

− Temperature and voltage sensing

• Availability 2H2014

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Confidential and Proprietary 11

2.45GHz Ref Design: 500W, Single Feed

• 500W @ 2.45GHz With Power

Boost

• Single antenna or feed interface

• Integrated MCU

− Kinetis MCU + Signal Generator +

Receive Path

• Closed loop features

− Real time delivered power

measurement

− Mismatch detection

− Temperature and voltage sensing

• Availability 2H2014

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2.45GHz Ref Design: 500W, Dual Feed

• 500W @ 2.45GHz

• Dual antenna or feed interface

• Integrated MCU

− Kinetis MCU + Signal Generator +

Receive Path

• Closed loop features

− Real time delivered power measurement

− Mismatch detection

− Temperature and voltage sensing

− Phase shifting or phase detection

• Availability 2015

Integrated

Reference Designs

RF Components

EVB & Tools

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Microwave Heating & Cooking: Applications

• Wide range of application domains

− Consumer, commercial, industrial

• Wide range of end product requirements

− Frequency, power, efficiency, integration

• Solid state performance has reached

comparable level with magnetron

• Solid state RF power devices can operate

in closed loop control architectures

− Intelligently controlled energy improves process

effectiveness, and opens new applications

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RF Power Tool

• Make it easier to choose, and use

Freescale RF Products

− Portability:

Enables FAE’s, Technical Sales, Distributors

to demonstrate FSL products in the field

− Use-ability:

Lowers the customer RF expertise required

Lowers the instrumentation complexity

needed to participate in RF power

applications

Purpose built to work with Freescale RF

power products and key RF power functions

− Economical:

Small fraction of a full RF bench

instrumentation

Kinetis MCU + RF www.freescale.com/RFPOWERTOOL

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RF Made Simple

• Reference Circuits: 150 reference circuits and growing

Fully tested circuits, product

samples

• Modeling ADS and SPICE modeling capability

• RF Application Development

Tools Enabling accelerated RF

development with RF Power Tool

(Kinetis+RF)

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Market Leadership and High Performance Products

Why We Win

• Products

− Extensive LDMOS portfolio in the industry

− Best performing LDMOS (Airfast & Rugged E

series)

− World class RF power plastic packaging

− Tremendous LDMOS HVIC capability

− Exceeding 15 new products in aerospace, ISM,

Land Mobile and Broadcast

• Support

− RF technology/product longevity (10/15 years)

− Industry’s best systems and apps support

− Growing line of tools, eval boards, RF ref circuits

− Long reliability/MTTF history

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Designing with Freescale

Tailored live, hands-on

training in a city near you

2014 seminar topics include

• QorIQ product family update

• Kinetis K, L, E, V series MCU product training

freescale.com/DwF