networking & computing systems group...

22
David Perkins Senior Vice President and General Manager Networking & Computing Systems Group Overview 25 July 2006

Upload: doanhuong

Post on 01-Feb-2018

223 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: Networking & Computing Systems Group Overviewlibrary.corporate-ir.net/library/17/175/175261/items/207131/David... · Networking & Computing Systems Group Overview ... Media Gateway

David PerkinsSenior Vice President and General Manager

Networking & Computing Systems Group Overview25 July 2006

Page 2: Networking & Computing Systems Group Overviewlibrary.corporate-ir.net/library/17/175/175261/items/207131/David... · Networking & Computing Systems Group Overview ... Media Gateway

The forward-looking statements in this presentation include statements regarding market growth and our potential capacity, financial position, expanded addressable market, business strategy and other plans and objectives for future operations, as well as any other statements which are not historical facts.

Although we believe that these statements are based on reasonable assumptions, they 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 are listed in our Form 10K for the year ended December 31, 2005 and other SEC filings.

Page 3: Networking & Computing Systems Group Overviewlibrary.corporate-ir.net/library/17/175/175261/items/207131/David... · Networking & Computing Systems Group Overview ... Media Gateway

Freescale’s Networking & Computing Growth

$351 $370$387

$0

$100

$200

$300

$400

Q2'05 Q1'06 Q2'06

22%28%

23%

0%5%

10%15%20%25%30%

Q2'05 Q1'06 Q2'06

Revenue ($M) Operating Earnings %

** *

* Apple and Clocks

Page 4: Networking & Computing Systems Group Overviewlibrary.corporate-ir.net/library/17/175/175261/items/207131/David... · Networking & Computing Systems Group Overview ... Media Gateway

Networking & Computing Market Growth

All NCSG MarketsSAM CAGR: 11%(2005 year-end to 2009 year-end)

Wireless Infrastructure

Wireline Infrastructure

Enterprise Networking

Home & SOHO Networking

Pervasive Computing

SAMCAGR

6%7%

10%12%19%

LTMNCSG

Revenue:$1,419M

Sources: Gartner, WSTS, In-Stat, IMS, Freescal e

NCSG Market SAM ($B)

$13.3 $12.5$14.6

$16.5 $17.7 $18.8

2004 2005 2006 2007 2008 2009

Page 5: Networking & Computing Systems Group Overviewlibrary.corporate-ir.net/library/17/175/175261/items/207131/David... · Networking & Computing Systems Group Overview ... Media Gateway

Freescale’s Networking & Computing Portfolio Advances

CommunicationsProcessors

Radio FrequencyDevices

Digital SignalProcessors

ApplicationSpecific Devices

Building industry momentum with new merged Power Architecture™technology & unified identity

Delivering highest performance in the industry with 3rd-generation multi-core DSP

Extending RF LDMOS technology to 3.5GHz+ into new market applications

Delivering leading home networking solutions• Triple-play solutions• xPON, tuners, modulators, CA, STB

Page 6: Networking & Computing Systems Group Overviewlibrary.corporate-ir.net/library/17/175/175261/items/207131/David... · Networking & Computing Systems Group Overview ... Media Gateway

Convergence Means Smarter Networksin Public Infrastructure, Enterprise & Home

Fixed and Wireless Public Network Infrastructure

Home

“Connectivity” “Services”

“Plumbing” “Applications” “Access” “Experience”

Enterprise

Integrated & secure,

application-awarenetwork

Home networkintegrating HDTVwith VoD, Voice &Video, pervasiveInternet access…

Converged fixed and mobile voice, video and

data with advanced services

Voice Network

Video/TV Network

Data Network

Wireless Network

LAN

Voice PBX

Private WAN

Data Center

TV / Audio system

PC & Broadband Modem

Phone

Page 7: Networking & Computing Systems Group Overviewlibrary.corporate-ir.net/library/17/175/175261/items/207131/David... · Networking & Computing Systems Group Overview ... Media Gateway

Purpose-built, cost-optimized, processor-based ASSPs with integratedconnectivity and performance options

Software-Based Value Delivery RequiresOptimized Embedded Processing

Freescale processors are at the heart of the network evolutiondriving the convergence of embedded computing and connectivity

Integrated, multi-core, application-accelerated, processor SOCswithin power and cost envelopes

Multi-service, IP-optimized control-, data- and signal-processing SoCs across broad range ofperformance, power and cost envelopes

Fixed and Wireless Public Network Infrastructure

Enterprise

Home

Page 8: Networking & Computing Systems Group Overviewlibrary.corporate-ir.net/library/17/175/175261/items/207131/David... · Networking & Computing Systems Group Overview ... Media Gateway

Convergence in Public Infrastructure Networks

Equipment Design Challenges• Lower system & operating costs• More bandwidth, smaller footprints• Multi-service migration to IP• More compute & signal processing

performance within fixed power

Dramatic Changes Underway• Provider & vendor consolidation• Relentless migration to IP to enable

triple-play ARPUs• Existing technologies grow (GSM)

as new ones emerge (3G, WiMAX)

SMB

Enterprise

Home

CoreAccess

Page 9: Networking & Computing Systems Group Overviewlibrary.corporate-ir.net/library/17/175/175261/items/207131/David... · Networking & Computing Systems Group Overview ... Media Gateway

Industry’s Highest-Performance Programmable DSP

WiMAX Basestation

3G-H.324M & Video Conferencing Gateway

Radio Network Controller (RNC)

Basestation

VoIP Carrier-ClassMedia Gateway

Wireless IMS/TranscodingGateway

3G Pico Basestation

Example Applications

BTS CAGR 11%*

WiMAX BTS CAGR 180%*

Media GW CAGR 22%*

* Sources: Gartner, IDC, JP Freeman

3rd Generation Multi-Core DSP Leadership:• Leading VoIP channel density• Leading video density for IMS and

triple-play convergence • Best performance per watt

Over 15 key patent-pending innovations improving performance, efficiency and usability

Page 10: Networking & Computing Systems Group Overviewlibrary.corporate-ir.net/library/17/175/175261/items/207131/David... · Networking & Computing Systems Group Overview ... Media Gateway

Converged Wired / WiMAX Wireless Business & Residential Gateway Platform• Wavesat WiMAX CPE

chipset and software• PowerQUICC II Pro

with QUICC Engine™technology

WiMAX Base Station & CPE Solutions

Complete WiMAX Base Station Evaluation Platform• Complete multi-

standard 802.16e MAC & PHY solutions

• PowerQUICC™ CPU and StarCore™ DSP

• Full reference software

The Leader in WiMAX RF Power

• LDMOS technology leadership for 3.5GHz WiMAX frequencies

• Advanced packaging technology delivers cost-effectiveness

Freescale teams with Wavesat on WiMAX reference platform for business and residential gatewaysWiMAX CPE solution combines PowerQUICC™ II Pro processor reference boards and Wavesat’s Mini-PCI board and software

ORLANDO, Fla. (Freescal e Technolog y Forum) – Jul y 24, 2006 – Freescale Semiconduc tor (NYSE:FSL, FSL.B) and Wavesat, a l eading supplier of WiMAX chipsets, software and development tools, are collaborating to deli ver a

Freescale Power RF, Processor, and/or DSPs designed into virtually every base

station design known in the industry!

Page 11: Networking & Computing Systems Group Overviewlibrary.corporate-ir.net/library/17/175/175261/items/207131/David... · Networking & Computing Systems Group Overview ... Media Gateway

SMB

Enterprise

Home

CoreAccess

Convergence in Enterprise Networks

Equipment Design Challenges• Security and application-aware

processing acceleration• Multi-core processor architectures• Voice and video signal processing• More compute and signal processing

performance within fixed power

Enterprise Datacom meets Telecom• Integrated voice and data over IP• Unified Threat Management (UTM)

security as embedded function• Gigabit Ethernet for “infinite” bandwidth• Video-enabled tele-presence

becoming viable business application

Page 12: Networking & Computing Systems Group Overviewlibrary.corporate-ir.net/library/17/175/175261/items/207131/David... · Networking & Computing Systems Group Overview ... Media Gateway

Embedded Performance ScalabilityRequires More Than Multi-Core

Power

Aggregate Application PerformancePerformance Requirement

1 x CPU

n x CPU

30W Ceiling

CPU + Hardware

Acceleration

Scalability

Page 13: Networking & Computing Systems Group Overviewlibrary.corporate-ir.net/library/17/175/175261/items/207131/David... · Networking & Computing Systems Group Overview ... Media Gateway

Layer 4-7 ‘Content’Processing

Requirements

Freescale Multilayer Communications Processing

Introducing MPC8572 PowerQUICC III processor

• Targeted at new ‘content aware’ security and B2B collaboration applications

• Dual-core Power Architecture™ with advanced application acceleration

• 1st PowerQUICC product to leverage IP from acquisition of Seaway Networks, August ‘05

OSI Protocol Layers

NPU

Perfo

rman

ce

L2 L3 L4 L7

GeneralCPU

Tomorrow’sCommunications

Processor

Today’sCommunications

Processor

Application Acceleration

TLU Crypto Deflate PatternMatch

e500Core

e500CoreCache

GigabitEthernet

PCI ExpressRapidIO

Coherency Module MemoryController

Page 14: Networking & Computing Systems Group Overviewlibrary.corporate-ir.net/library/17/175/175261/items/207131/David... · Networking & Computing Systems Group Overview ... Media Gateway

Convergence to All-in-One Business Gateways

VPN Router

IP-PBX

L2 Switch

Security Appliances

• Lower system cost• Simpler management• Flexible deployment of

hosted services• Voice, data, video• Storage, security• Hosted applications serv ices

• Remote management

Office-in-a-Box SMB GatewayVPN Router, Security Appliance,

Ethernet Switch, IP-PBX and NAS

NAS Server

Page 15: Networking & Computing Systems Group Overviewlibrary.corporate-ir.net/library/17/175/175261/items/207131/David... · Networking & Computing Systems Group Overview ... Media Gateway

SMB

Enterprise

Home

CoreAccess

Convergence in the Home

Equipment Design Challenges• Purpose-built devices require

performance/price range• High levels of integration• High-speed data handling and

security acceleration

Computing Power Beyond the PC• Smart and fast residential gateways

deliver and manage carrier services• Intelligent set-top boxes for

next-generation HDTV• Optimized purpose-built devices• “No new wires” networking

Page 16: Networking & Computing Systems Group Overviewlibrary.corporate-ir.net/library/17/175/175261/items/207131/David... · Networking & Computing Systems Group Overview ... Media Gateway

Freescale Success in the Home as Computing Power Becomes Embedded and Connected

Digital A/V Plane

Terminal Adapter

Phones/FAX

Wireless IP Phone

Desk IP Phone

NAS

Media Center PC

Desktop PC

Notebook PC

Printer

Internet Terminal

STB/DVR

Modem RouterAP

Residential Gateway

Home Automation

Security HVAC

Energy Management

Living Environment Plane

Video

Data

Voice

Wireless

Digital A/V Plane

PC Plane

Thin STBMedia Adapter Media Server

Unique RF skills + SoC capability = growing set-top box presence

• #1 in RF modulators• RF tuner and stereo encoder

design win momentum• Hughes Networks DVB-S2 ASIC• Key DVB-T design win

Most integrated PON CPE device• Triple-play enablement (V2D)• Integrated GPON chipset

volume shipments starting• Poised for leading market position

by mid-2007

Leveraging existing technologies• MPC8323 PowerQUICC II Pro with

QUICC Engine technology for residential gateway applications

Page 17: Networking & Computing Systems Group Overviewlibrary.corporate-ir.net/library/17/175/175261/items/207131/David... · Networking & Computing Systems Group Overview ... Media Gateway

Recent Home-Networking Headlines from Freescale

Page 18: Networking & Computing Systems Group Overviewlibrary.corporate-ir.net/library/17/175/175261/items/207131/David... · Networking & Computing Systems Group Overview ... Media Gateway

New RF Markets & Pervasive Computing OfferAdditional Growth Opportunities

Frequency

Leveraging RF Power Leadership into New Markets

FSL a Market LeaderNew FSL Market Entry

Embedded Applications Based on Power Architecture™ Technology

CATVSiBP PHEMT

CATVSiBP PHEMT

RF

Pow

er

3GInfrastructure

LDMOS

3GInfrastructure

LDMOS

2G Infrastructure

LDMOS

2G Infrastructure

LDMOS

GPAHBT HFET

GPAHBT HFET

IndustrialLDMOS

IndustrialLDMOS

WiMAXLDMOS

WiMAXLDMOS

BWAPHEMTBWA

PHEMT

VSATHFET

VSATHFET

WiMAXLDMOS/PHEMT

WiMAXLDMOS/PHEMT

RadarLDMOSRadarLDMOS

AvionicsLDMOS

AvionicsLDMOS

BroadcastLDMOS

BroadcastLDMOS

WiMAXLDMOS

WiMAXLDMOS

Strong and growing Power Architecture technology presence in industrial markets including control & automation, robotics, aerospace, medical, test & automation

PowerQUICC™ processors integrate IEEE 1588 time synchronization protocolFreescale communications processors now include hardware to increase time synch precision, supported by protocol software from IXXAT

AUSTIN, Texas, July 17, 2006 — Freescale Semiconductor (NYSE:FSL, FSL.B) has teamed with IXXAT, a leading supplier of industrial and automotive communications solutions, to offer comprehensive IEEE 1588 time-synchronization protocol solutions for PowerQUICC™ communications processors built on Power Architecture™ technology. To showcase this collaboration, IXXAT is demonstrating the 1588 protocol running on the MPC8349E PowerQUICC II Pro processor at the Freescale Technology Forum, July 24-27 in Orlando, Fla.

+$20M +$20M +$250M+$250M ~$100M~$100MMarket Segment TAM

Page 19: Networking & Computing Systems Group Overviewlibrary.corporate-ir.net/library/17/175/175261/items/207131/David... · Networking & Computing Systems Group Overview ... Media Gateway

Strong, Global Networking Customer RelationshipsNCSG Customer Recognition

• Excellence in SupplierAccount Team Service (2004)

• RF Power Amplifier ElectricalComponent Supplier of the Year (2004)

• Impact Award (Supplier of Year, 2005)• Golden Link Award (2004)• Winning Edge Award (2004)

• Supplier Award (2005)

• Silver Award for Excellent Supplier (2005)

• Most-Valued Supplier Award (2005)

• Quality & Service –Technology Supplier Award (2005)

Page 20: Networking & Computing Systems Group Overviewlibrary.corporate-ir.net/library/17/175/175261/items/207131/David... · Networking & Computing Systems Group Overview ... Media Gateway

NCSG OEM Design Win Value by Segment Top Sub-SegmentsDSLAM / MSAN / MTU / MDUPower AmplifiersBasebandControl ProcessorsOther Wireless Infrastructure Transceivers Communications InfrastructurePrinting/Imaging Set-Top BoxResidential GatewayGamingLow-End RoutersMid-Range RoutersMid-Range SwitchesHigh-End SwitchesIP PBXWireless LAN

NCSG Design Wins by Market Segment

2003Q1

2003Q2

2003Q3

2003Q4

2004Q1

2004Q2

2004Q3

2004Q4

2005Q1

2005Q2

2005Q3

2005Q4

2006Q1

2006Q2

Wireless InfrastructureWireline Infrastructure

Enterprise NetworkingHome & SOHO NetworkingPervasive Computing

Page 21: Networking & Computing Systems Group Overviewlibrary.corporate-ir.net/library/17/175/175261/items/207131/David... · Networking & Computing Systems Group Overview ... Media Gateway

We Deliver theProcessing Intelligence

andConnectivity Solutions Behind the World’s Networks

Page 22: Networking & Computing Systems Group Overviewlibrary.corporate-ir.net/library/17/175/175261/items/207131/David... · Networking & Computing Systems Group Overview ... Media Gateway