accelerating a new generation of rf€¦ · innovative rf solutions for everything that connects...
Post on 10-Oct-2020
9 Views
Preview:
TRANSCRIPT
© Qorvo, Inc. 1© Qorvo, Inc.
Accelerating a New Generation of RF
© 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
© 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
© Qorvo, Inc. 4
Deliver core RF solutions that solve customer challenges
Qorvo Brand Promise
Innovation
Product Leadership
Speed
Scale
RecognizedLeader in RF
© Qorvo, Inc. 5
Core RF Technologies
• More products
• More markets
• More scale
• Faster
Robust foundation to shape solutions
© 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
© Qorvo, Inc. 7
Our Global Footprint
© 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%
© 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
© 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
© Qorvo, Inc. 11© Qorvo, Inc.
MobileProducts
© 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
© 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
© 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%
© 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
© 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
© Qorvo, Inc. 17
Infrastructure & Defense Products
© Qorvo, Inc.
© 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
© Qorvo, Inc. 19
Low Power Wireless Within the Smart Home
© 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
© 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
© 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
© 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
© 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
© 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
Thank You© Qorvo, Inc.
top related