wearable technologies report
DESCRIPTION
reportTRANSCRIPT
1 © 2013 Broadcom Corporation. All rights reserved.
Scott McGregor
President & CEO, Broadcom Corporation
WEARABLE TECHNOLOGIES ENABLING THE NEXT WAVE OF INTERNET OF THINGS INNOVATION
2 © 2013 Broadcom Corporation. All rights reserved.
CAUTIONARY STATEMENT
This presentation may contain forward-looking statements within the meaning of the federal securities laws, including the Private Securities Litigation Reform Act of 1995. These forward-looking statements may include the potential growth of the markets in which we compete and the development status and planned availability of new products. In fact, all statements that we make or incorporate by reference in the presentation, other than statements or characterizations of historical fact, are forward-looking statements. It should be clearly understood that these forward-looking statements, and our assumptions about the factors that influence them, are based on the limited information available to us at this date. Such information is subject to change, and we may not inform you when changes occur. We undertake no obligation to revise or update publicly any forward-looking statement to reflect future events or circumstances.
Forward-looking statements are not guarantees of future results and are subject to risks, uncertainties and assumptions that are difficult to predict. Therefore, our actual results could differ materially and adversely from those described in the statements you hear today as a result of various factors. We refer you to our Form 10-K for the year ended December 31, 2012, subsequent and forthcoming 10-Qs and other filings with the SEC, which discuss some of the important risk factors that could contribute to such differences or otherwise affect our business, results of operations and financial condition.
For additional financial and statistical information, including the information disclosed in accordance with SEC Regulation G, please see the Investors section of our website.
Broadcom®, the pulse logo, Connecting everything®, the Connecting everything logo, and the 5G WiFi logo are among the trademarks of Broadcom Corporation and/or its affiliates in the United States, certain other countries and/or the EU. Any other trademarks or trade names mentioned are the property of their respective owners.
3 © 2013 Broadcom Corporation. All rights reserved.
Body-borne Computing & Sensors Everything Connected to the Network
WHAT ARE WEARABLE TECHNOLOGIES? WHAT IS THE INTERNET OF THINGS? WHAT DO THEY HAVE IN COMMON?
Connectivity
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WHY THE MARKET IS INTERESTING
Source: Ericsson Mobility Report, “On The Pulse Of The Networked Society,” June 2013
THINGS
PEOPLE
PLACES
50B THINGS
connected
50
40
30
20
10
0
Billi
on
s
1900 1990 2000 2020 2010
1B PLACES
connected
5B PEOPLE connected
5 © 2013 Broadcom Corporation. All rights reserved.
Source: 1Ericsson Mobility Report, “On The Pulse Of The Networked Society,” June 2013 ; 2Cisco 2013; 3Mary Meeker, Internet Trends Report 2013; 4ABI Research June 2013; 5IDC June 2013
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60% Percent of world’s population covered by LTE by 20181
12X Growth of mobile data traffic between 2012 and 20181
30B Wirelessly connected devices by 20204
60% Mobile video traffic growth rate through 20181
10X Increase in the number of wearable devices over the next 3-4 years
$1.2T In new opportunities from the Internet of things
POINTS OF EXPECTED MARKET ACCELERATION
4.5B Smartphone subscriptions by the end of 20181 2X
Increase in mobile data traffic between Q1 2012 and Q1 20131
6 © 2013 Broadcom Corporation. All rights reserved.
RETAIL AND
INTERNET IMPACT
NEW BUSINESS
MODELS
SOFTWARE
ECOSYSTEM
HARDWARE/
COMPONENT
INNOVATION
WHAT’S DRIVING GROWTH AND ADOPTION
7 © 2013 Broadcom Corporation. All rights reserved.
MINIATURIZED SENSORS
Enable a broad range of health monitoring services
Offer real-time connectivity to service providers
Ensure 24/7 health monitoring
Expected to Transform the Healthcare Industry
MAJOR ADVANCES IN WIRELESS HEALTH APPLICATIONS
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8 © 2013 Broadcom Corporation. All rights reserved.
Automotive Semi Demand Estimated to Reach $39B by 2018*
INNOVATIONS IN AUTOMOTIVE CONNECTIVITY
UBIQUITOUS BROADBAND CONNECTIVITY (VIA LTE AND WI-FI)
Seamless access to cloud content
SOPHISTICATED NETWORK ELEMENTS
Multimedia entertainment
Navigation and driver assistance
Passenger safety and comfort
SENSOR INTEGRATION (GPS + WI-FI + RADAR + IMAGING) WILL ENABLE SELF-DRIVING VEHICLES
R&D dates back to the 1980s funded by DARPA and the European Commission
Numerous manufacturers have announced intent to introduce autonomous driving capability by 2020
Source: ABI Research, 2012
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9 © 2013 Broadcom Corporation. All rights reserved.
MANY MORE INTERESTING APPLICATIONS IN MOTION
Pollution Detection
Smart Irrigation
Smart Appliances & Home Automation
Water Quality Monitoring
Pet Location & Fitness Smart Metering
Waste Detection
Smart Watch
Health Monitor
Patient Monitor Outside Hospital
Wearable Fitness Sensors
Glasses
Cardiac Monitoring
Healthcare, Automotive, Supply Chain, Intelligent Buildings,
Consumer Electronics, Retail, Construction, Emergency Service
Location Monitoring
Energy and Water Use
Smart Grids
Water Leakages
Structural Health
Urban Noise Maps
Traffic Congestion
Smart Parking
Smart Home Security
10 © 2013 Broadcom Corporation. All rights reserved.
CREATION OF SMART CITIES
Location Monitoring
Energy and Water Use
Smart Grids Water Leakages
Structural Health
Urban Noise Maps
Traffic Congestion
Smart Parking
10 © 2013 Broadcom Corporation. All rights reserved.
11 © 2013 Broadcom Corporation. All rights reserved.
ACCELERATION IN SMART HOME SYSTEMS
Pollution Detection
Smart Irrigation
Smart Appliances & Home Automation
Water Quality Monitoring
Pet Location & Fitness
Smart Metering
Waste Detection
Smart Home Security
11 © 2013 Broadcom Corporation. All rights reserved.
12 © 2013 Broadcom Corporation. All rights reserved.
GROWTH OF WEARABLES TAKING SHAPE
12 © 2013 Broadcom Corporation. All rights reserved.
13 © 2013 Broadcom Corporation. All rights reserved.
ACCESSORIZING YOUR SMARTPHONE
BRAINS AND PERFORMANCE Application processor Full suite of connectivity
Mobile baseband Bluetooth Wi-Fi NFC
Platform for applications Readable
The SMARTPHONE is your hub and can be paired with a range of wearable technology
© 2013 Broadcom Corporation. All rights reserved.
14 © 2013 Broadcom Corporation. All rights reserved.
WEARABLES PRODUCTS SOLD ESTIMATED TO GROW 366% BY 2017*
© 2013 Broadcom Corporation. All rights reserved.
Source: Juniper Research, January 2013
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15 © 2013 Broadcom Corporation. All rights reserved.
FAVORABLE MARKET DYNAMICS
No Standard Device Type
Established Infrastructure
No Entrenched Competitors
Lots of Niche Markets
Low Barriers to Entry
Innovation Will Win
16 © 2013 Broadcom Corporation. All rights reserved. 16
OPEN THE DOOR TO INNOVATION
ROBUST SOFTWARE ECOSYSTEM
iOS and Android
Millions of experienced developers
LOW COMPONENT COSTS
Connectivity for $2-$10
Low entry costs
OPEN STANDARDS
Wi-Fi
Bluetooth
NFC
Many CPU options
Multiple embedded RTOS
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17 © 2013 Broadcom Corporation. All rights reserved.
WHERE THERE IS NO WALLED GARDEN
18 © 2013 Broadcom Corporation. All rights reserved.
LONG BATTERY LIFE
UNOBTRUSIVE
STYLIZED
ACCURATE SENSOR
ACCESSIBLE
POWER EFFICIENT
SMALL FOOTPRINT
CONNECTED
SECURE
COST EFFECTIVE
KEY ATTRIBUTES FOR WEARABLES
19 © 2013 Broadcom Corporation. All rights reserved.
BROADCOM WIRELESS INTERNET CONNECTIVITY FOR EMBEDDED DEVICES (WICED)
Health and Wellness
Games and Entertainment
Home, Security and Automation
Home Appliances
WICED™ WI-FI Always on Connection to the Home Network
Health and Wellness
Sports and Fitness
Home, Security and Automation
Automotive
WICED SMART Bluetooth Boost for Low-power Products
Connecting
Everything,
Everyday
20 © 2013 Broadcom Corporation. All rights reserved.
Extensive Peripherals
Up to 20ch ADCs
Up to 4 Ch PWM
Small form factor
Timed wakeup
Low Voltage, Low Power Operation
Direct drive from a Zn-O [1.2V] battery
Can run for >year on a CR2016 coin cell
Power consumption (DC-DC 3V):
Tx(0dBm) [I= 9.1mA, P= 27.3mW]
Rx(0dBm) [I= 9.8mA, P= 29.4mW]
Deep-Sleep [I= 750nA, P= 2.2uW]
Multiple Interface Support
SPI, I2C and UART
Security
RSA library build into the ROM (BCM20737)
Enhanced LE security
Easy Gateway Integration
WICED SMART leverages WICED Bridge
ROM-based Profile Support Includes
Proximity, find me, BGM, CGM, HRM, Cadence
Temperature
Network and Time, Automation
WICED SMART ADVANTAGE FOR WEARABLES
Blood Pressure, Pulse
Glucometer
Smart Pills or Internal Sensors
Weight/Body Composition
Environmental Sensors
Pedometer
ECG
Smart Bandages
21 © 2013 Broadcom Corporation. All rights reserved.
WHAT’S EXCITING ABOUT THE WEARABLE OPPORTUNITY
© 2013 Broadcom Corporation. All rights reserved.
OPEN DEVELOPMENT PLATFORM
CONNECTED AND UNOBTRUSIVE
ALWAYS-ON
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22 © 2013 Broadcom Corporation. All rights reserved.
Don’t Sacrifice performance for looks
Forget wearables are part of your digital footprint
Connect things just because you can
Develop electronic isolation
Do Connect to what matters to you
Try a new health or fitness wearable
Support innovation and innovators
Imagine the unimaginable – and then make it real
THINGS TO KEEP IN MIND
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THANK YOU