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Page 1: Accelerating a New Generation of RF€¦ · Innovative RF solutions for everything that connects our world We Are Qorvo ® •We provide leading companies with core RF technologies,

© Qorvo, Inc. 1© Qorvo, Inc.

Accelerating a New Generation of RF

Page 2: Accelerating a New Generation of RF€¦ · Innovative RF solutions for everything that connects our world We Are Qorvo ® •We provide leading companies with core RF technologies,

© Qorvo, Inc. 2

Innovative RF solutions for everything that connects our world

We Are Qorvo®

• We provide leading companies with core RF technologies, products and systems-level expertise to quickly solve their most complex technical challenges

• 7,300+ global employees

• Revenue for September-ending quarter: $864 million

• An S&P 500 company – Nasdaq: QRVO

Network

Infrastructure

Defense &

Aerospace

Mobile

Devices

Page 3: Accelerating a New Generation of RF€¦ · Innovative RF solutions for everything that connects our world We Are Qorvo ® •We provide leading companies with core RF technologies,

© Qorvo, Inc. 3

We’re in billions of devices all around you –

helping to enable the modern connected world

Enabling Wireless CommunicationsWe design, develop and manufacture high-quality RF componentsthat enable wireless communications

Page 4: Accelerating a New Generation of RF€¦ · Innovative RF solutions for everything that connects our world We Are Qorvo ® •We provide leading companies with core RF technologies,

© Qorvo, Inc. 4

Deliver core RF solutions that solve customer challenges

Qorvo Brand Promise

Innovation

Product Leadership

Speed

Scale

RecognizedLeader in RF

Page 5: Accelerating a New Generation of RF€¦ · Innovative RF solutions for everything that connects our world We Are Qorvo ® •We provide leading companies with core RF technologies,

© Qorvo, Inc. 5

Core RF Technologies

• More products

• More markets

• More scale

• Faster

Robust foundation to shape solutions

Page 6: Accelerating a New Generation of RF€¦ · Innovative RF solutions for everything that connects our world We Are Qorvo ® •We provide leading companies with core RF technologies,

© Qorvo, Inc. 6

Vision

We see a new world offering unlimited possibilities for connecting people, objects, networks & data

A Strategic Approach

Mission

We enable an ultra-connected world by designing and delivering powerful and efficient

solutions for leading global customers in mobile, infrastructure & aerospace/defense

Ambition

We will become the most valuable company in our space

Page 7: Accelerating a New Generation of RF€¦ · Innovative RF solutions for everything that connects our world We Are Qorvo ® •We provide leading companies with core RF technologies,

© Qorvo, Inc. 7

Our Global Footprint

Page 8: Accelerating a New Generation of RF€¦ · Innovative RF solutions for everything that connects our world We Are Qorvo ® •We provide leading companies with core RF technologies,

© Qorvo, Inc. 8

RF is at the heart of connectivity

The human appetite for mobile data is infinite.

The frequency spectrum available to support that demand is finite.

Mobile

DevicesWearables

Broadband/

CATVVideo Conferencing

Wi-Fi

Internet

of Things

Streaming

Media

Infrastructure

Smart Energy

Crowd-Sourced

Traffic

Connected

Car

Health Monitors

~$15+ billion RF market growing at 10%-15%

Page 9: Accelerating a New Generation of RF€¦ · Innovative RF solutions for everything that connects our world We Are Qorvo ® •We provide leading companies with core RF technologies,

© Qorvo, Inc. 9

Why Qorvo Wins

• Bringing all the core RF building blocks under one roof to:

• Simplify design

• Reduce size

• Conserve power

• Improve system performance

• Combining strong technology foundation with high-volume manufacturing

• Core RF technologies for mobile: from the baseband to the antenna

• Semiconductor processing, advanced packaging, products for wired and wireless network infrastructure (from optical to CATV to 2G/3G/4G and Wi-Fi)

• Core RF and power products and strategic foundry services for aerospace & defense

Page 10: Accelerating a New Generation of RF€¦ · Innovative RF solutions for everything that connects our world We Are Qorvo ® •We provide leading companies with core RF technologies,

© Qorvo, Inc. 10

Mobile

Products

Infrastructure

& Defense

Products

• Broad product portfolio across

diverse set of end markets

• Highly differentiated solutions

• Long product life cycles

• Revenue ~$500M/year

Leadership in Large

Global Markets

• World’s largest consumer

electronics market

• Industry’s most

comprehensive product

portfolio

• Revenue ~$2B/year

Characteristics Select Markets

• Smartphones

• Tablets

• Wearables

• Connected Devices

• Mobile Wi-Fi

• Customer Premise Wi-Fi

• Base Station

• CATV/Broadband

• Internet of Things

• Defense

• Optical

Our Two Businesses

Page 11: Accelerating a New Generation of RF€¦ · Innovative RF solutions for everything that connects our world We Are Qorvo ® •We provide leading companies with core RF technologies,

© Qorvo, Inc. 11© Qorvo, Inc.

MobileProducts

Page 12: Accelerating a New Generation of RF€¦ · Innovative RF solutions for everything that connects our world We Are Qorvo ® •We provide leading companies with core RF technologies,

© Qorvo, Inc. 12

Building the World’s Best RF Solution Provider

Solve customers’ RF challenges

with broad, innovative portfolio

of core RF solutions

Technology leadership, systems

level expertise, manufacturing

scale, customer trust

Global presence with teams

dedicated to R&D, sales &

marketing

Page 13: Accelerating a New Generation of RF€¦ · Innovative RF solutions for everything that connects our world We Are Qorvo ® •We provide leading companies with core RF technologies,

© Qorvo, Inc. 13

Average mobile data per

user in NA will increase

6x by 2020; EMEA and

APAC will follow

Intersection of cloud and

mobility trends demand

better performance

across connected

devices

Almost 70% of mobile

data traffic will be video

by 2021, a 14x growth

compared to 2015

Drivers for Mobile Broadband

2015 2020

14XGROWTH

Source: Ericsson Mobility Report

Page 14: Accelerating a New Generation of RF€¦ · Innovative RF solutions for everything that connects our world We Are Qorvo ® •We provide leading companies with core RF technologies,

© Qorvo, Inc. 14

Consumer demand for

thinner, lighter, metal

handset form factors

continues to grow

Rapid increase of carrier

specific carrier-aggregation

(CA) combinations

Complex SKU map is

expensive for OEMs, higher

levels of integration enables

fewer handset SKUs drive

and increased efficiency

Antenna Tuning

Advanced Switching

Highly Integrated Modules

Multiplexers

Antenna Routing

Advanced Switching

Adaptable RF

Advanced Filters

Highly Integrated Modules

Customer Challenges Shaping Our Portfolio

300%

Page 15: Accelerating a New Generation of RF€¦ · Innovative RF solutions for everything that connects our world We Are Qorvo ® •We provide leading companies with core RF technologies,

© Qorvo, Inc. 15

Innovating Across a Broad Mobile Portfolio

Antenna Control &

Antenna Routing

RF Flex™

RF Fusion™

Advanced Filter &

Multiplexer Solutions

Mobile Wi-Fi

MIMO, integration

Antenna efficiency,

enhanced user

experience

Flagship performance,

global CA coverage,

integrated modules

Adaptable, scalable,

ease of use

Enables CA implementation,

using LowDrift™ & NoDrift™

BAW & SAW Filter

technology

Page 16: Accelerating a New Generation of RF€¦ · Innovative RF solutions for everything that connects our world We Are Qorvo ® •We provide leading companies with core RF technologies,

© Qorvo, Inc. 16

Switch & LNA

Diverse, discrete and integrated

portfolio delivering leading

performance in small form factors

Discrete PA

Wide selection of components

providing improvements in

performance and design flexibility

Antenna Switch & Routing

Broad portfolio of innovative

products to optimize RF front

end to antenna connections

Antenna Control Solutions

Enabling significant

improvements in TRP and TIS

under different use cases

Advanced Filter Solutions

High-performance discrete

filters, multiplexers and

diversity modules

Broad Mobile Portfolio Fueling Our Growth

Mobile Wi-Fi

Complete RF solutions to

address the rapid expansion of

consumer and enterprise Wi-Fi

Page 17: Accelerating a New Generation of RF€¦ · Innovative RF solutions for everything that connects our world We Are Qorvo ® •We provide leading companies with core RF technologies,

© Qorvo, Inc. 17

Infrastructure & Defense Products

© Qorvo, Inc.

Page 18: Accelerating a New Generation of RF€¦ · Innovative RF solutions for everything that connects our world We Are Qorvo ® •We provide leading companies with core RF technologies,

© Qorvo, Inc. 18

Delivering next-gen solutions & applications for the smart home and IoT

GreenPeak + Qorvo (May 2016)

Technology leadership, systems

level expertise, skilled engineers

European expertise expands

global presence to solve

customers’ RF challenges

Combine complementary product portfolios to

deliver a complete solution that simplifies

design and reduces time to market

Ultra-Low Power, Short Range RF High-Power RF

802.11 PAs, Transceivers & Modules 802.15.4, ZigBee and BT Low Energy

Page 19: Accelerating a New Generation of RF€¦ · Innovative RF solutions for everything that connects our world We Are Qorvo ® •We provide leading companies with core RF technologies,

© Qorvo, Inc. 19

Low Power Wireless Within the Smart Home

Page 20: Accelerating a New Generation of RF€¦ · Innovative RF solutions for everything that connects our world We Are Qorvo ® •We provide leading companies with core RF technologies,

© Qorvo, Inc. 20

Infrastructure & Defense LandscapeTechnology transitions create growth opportunities in diverse markets

Explosion in connected devices

Worldwide 4G cellular infrastructure rollout

Residential data demand, primarily video

Growth in smart homes and IoT

New products and trusted foundry capability

Network upgrades to support data demand

Customer Premise Wi-Fi

Base Station

CATV/Broadband

Internet of Things

Defense

Optical

Page 21: Accelerating a New Generation of RF€¦ · Innovative RF solutions for everything that connects our world We Are Qorvo ® •We provide leading companies with core RF technologies,

© Qorvo, Inc. 21

Qorvo Infrastructure & Defense ProductsDifferentiated, high-performance solutions

InfrastructureIDP

Defense &

Aerospace

Network

Infrastructure

ConnectivityWi-Fi

Base Station PA

Transport

CATV/Broadband

Optical

Research

Engineering

Airborne/

Land-Based/

Shipboard Radar

Electronic Warfare

Defense/

Civil Communications

Space

Industrial

Automotive

Base Station Tx

VSAT

Point-to-Point Radio

Products

Customers

Markets

7,000+

6,000+

16

Full-Time Engineers

Annual Product Releases

> 300

> 200

PhDs

IEEE Fellows

19

3

Low Power

Wireless

Connected Home

Industrial & Automation

Page 22: Accelerating a New Generation of RF€¦ · Innovative RF solutions for everything that connects our world We Are Qorvo ® •We provide leading companies with core RF technologies,

© Qorvo, Inc. 22

Technology transitions create growth opportunities

Infrastructure & Defense Opportunities

Base StationMore bands and capacity need

RF integration, GaN power

DefenseThe move to phased arrays

needs efficient GaN

Wi-FiExplosion in connected

devices, 802.11ac,

802.11n, IoT

CATVResidential data demand,

primarily video,

DOCSIS® 3.1 roll out

IoTMultiple RF standards, low

power RF opportunity

GaNLeadership in a disruptive

growth opportunity,

GaN is past the ‘tipping point’

OpticalNetwork upgrades to support

data demand, 400G and

beyond

AutomotiveConnected car

and V2X

Page 23: Accelerating a New Generation of RF€¦ · Innovative RF solutions for everything that connects our world We Are Qorvo ® •We provide leading companies with core RF technologies,

© Qorvo, Inc. 23

High Power RF System TechnologiesSuperior efficiency, size, and power density

• Spatium® power amplifiers

• TWTA upgrade/replacement

• Electronic warfare

• Military communications

• Radar

• Test & measurement

• Key Spatium® features

• Wide and narrow bandwidth

• High combining efficiency >93%

• Compact form-factor

• High reliability/long life MTBF

• Scalable to other frequencies

Page 24: Accelerating a New Generation of RF€¦ · Innovative RF solutions for everything that connects our world We Are Qorvo ® •We provide leading companies with core RF technologies,

© Qorvo, Inc. 24

Exceptional

Products

Qorvo’s Commitment to Quality

Pursuing

Excellence

Continually

Improvingwith a focus on quality,

reliability, and performance

in product development

and time-to-market

our products, processes,

and services

Quality

Management Systems

Environmental

Management Systems

Aerospace

Quality Systems

Automotive

Quality Systems

Page 25: Accelerating a New Generation of RF€¦ · Innovative RF solutions for everything that connects our world We Are Qorvo ® •We provide leading companies with core RF technologies,

© Qorvo, Inc. 25

A leader in RF solutions that connect the world

Summary

• Delivering core RF technologies, products and systems-level expertise

• Innovation, product leadership, scale and speed to help customers compete and win

• Structured to invest in innovation and capacity

• Competitive advantages:

• Deliver great products to customers soonerthan competitors

• High-volume manufacturing

• Process & product leadership

• Engineering

• Customer relationshipsSolutions for mobile, infrastructure,

aerospace/defense markets

Page 26: Accelerating a New Generation of RF€¦ · Innovative RF solutions for everything that connects our world We Are Qorvo ® •We provide leading companies with core RF technologies,

Thank You© Qorvo, Inc.