semiconductor innovation in the iot era · mark chen broadcom country manager & senior director...
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Mark Chen
Broadcom Country Manager & Senior Director of Sales, Taiwan
SEMICONDUCTOR INNOVATION IN THE IOT ERA
2 © 2015 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, 2014, 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 BroadR-Reach® 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.
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AGENDA
Industry Growth Drivers
The Internet of Things
The Internet of Vehicles
The Road Ahead
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Growth Drivers
+ Industrial + Machines + Computers + Internet
= THE INTERNET OF
THINGS 2015
Mobile Devices
2000’s
Cell Phones
90’s
Rise of the PC
80’s
Mainframe Computers
70’s
50 YEARS OF INNOVATION – WHAT’S NEXT?
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5 © 2015 Broadcom Corporation. All rights reserved.
Source: ABI Research, August 201,4, KPMG
2020 By
There will be more than 40 billion wireless connected devices
>20% of those devices will be in Greater China
Greater China IoT market to reach 10 Trillion (CNY)
5
THE POTENTIAL IMPACT OF IOT
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THE INTERNET OF THINGS
Home Automation
Smart Devices
Wearables
Medical IoT
Internet of Vehicles (IoV)
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Sources: 1GSMA 2013, IIC Insights IC Market Growth CAGR 2013 – 2018)
THE INTERNET OF VEHICLES
Fastest Growing Segment for ICs
0.0% 2.0% 4.0% 6.0% 8.0% 10.0% 12.0%
Automotive
Comms
Ind/Med
Gov/Mil
Consumer
Computer
On-board Diagnostics
Mobile Device Connectivity
Infotainment Safety
Sensors
360° Camera System
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0
200
400
600
800
1000
1200
2005 2010 2015 2020
AUTOMOTIVE SEMI DEMAND ON THE RISE
Source: Strategy Analytics Auto Semi Demand Jan 2015
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Nearly 1,000 Chips per Vehicle by 2020
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Passenger Car Sales in China New Car Sales Forecast: 2020
GREATER CHINA’S ROLE IN DRIVING IOV GROWTH
3.5
17.2
25.3
34.2
0
5
10
15
20
25
30
35
40
2005 2010 2015 2020
Great China Surpassed the U.S. in 2010 to Become the #1 Passenger Car Market
Greater China ~35%
Europe 10% North
America 14%
ROW 41%
By 2020, Greater China is Expected to Represent ~35% of New Car Sales
Sources: Strategy Analytics Auto Semi Demand Jan 2015 McKinsey & Company Perspective on China Auto Market Nov 2012
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10 © 2015 Broadcom Corporation. All rights reserved.
ON THE ROAD WITH
WIRELESS CONNECTIVITY
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WIRELESS AUTO CONNECTIVITY CHIPS ON THE RISE
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Millions of Units – Forecast Compound Annual Growth Rate
Bluetooth 6.5%
Wi-Fi/BT Combo 39.7%
NFC 80.3%
GPS/GNSS 13.1%
0
50000
100000
150000
200000
250000
300000
2013 2014 2015 2016 2017 2018 2019
Bluetooth/BLE Wi-Fi NFC GNSS
Source: Strategy Analytics & ABI Research 2015
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WIRELESS CONNECTIVITY IS A KEY ENABLER FOR IOV
Wi-Fi
Bluetooth
NFC
GNSS
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LTE
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WIRELESS APPLICATIONS EXPANDING
DSRC
LF/UHF
BLE
DSRC/ETC
Cellular/LTE
GNSS
FM
NFC
NFC
13
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Wi-Fi Hot Spot in GM OnStar
Wi-Fi/Bluetooth in Ford Sync
BROADCOM WIRELESS CHIPS ON THE ROAD
ADVANCED FEATURES NOW IN MID-RANGE AND ECONOMY VEHICLES
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ON THE ROAD WITH
AUTOMOTIVE ETHERNET
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Automotive Ethernet Node Forecast (Millions)
0
20
40
60
80
100
120
140
160
180
200
2015 2016 2017 2018 2019 2020 2021
STRONG GROWTH FOR AUTOMOTIVE ETHERNET
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Source: Strategy Analytics Oct 2015
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ETHERNET SERVES AS THE NETWORK BACKBONE
Substantial Reduction in Weight and Cost
Ultimate Security for the Network on Wheels
Controls/ Steering
Entertainment System
Airbags
Breaks
HACKED
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RAPID MARKET ACCEPTANCE & DEPLOYMENT
2011 2013 2014 2015
BroadR-Reach® Automotive Ethernet
Introduction
Formation of OPEN Alliance SIG
BroadR-Reach® Automotive Ethernet
Hits the Road
Open Alliance SIG Exceeds 250
Members
IEEE Working Group
The Rise of
Gigabit Ethernet
Automotive Ethernet Gains
Momentum
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OPTIMIZED FOR USE IN AUTOMOTIVE
Automotive Grade
Extreme temperature range
AECQ100 certified
TS16949/ISO9001 compliant
High Performance
100 Mbps secure connectivity
Over single, unshielded twisted pair
Centralized network backbone
Highly Integrated
Eliminates external components
Switch portfolio w/integrated PHYs
Support for single power supply
Optimized Cable/Connector
Reduces cost up to 80%
Reduces weight up to 30%
Support for power over Ethernet
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20 © 2015 Broadcom Corporation. All rights reserved.
Network Control
Denial of Service
Snooping or Information Theft
Install or corrupt a device on the network to control the operation of other devices
Deny access to network resources to other devices
on the network
Snoop the content of traffic on the network to
extract information
NETWORK SECURITY IS A CONCERN
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ETHERNET ADDRESSES SECURITY CONCERNS
MANY ENTRY POINTS INTO THE NETWORK THAT REQUIRE PROTECTION
Ethernet OBD Port Access Includes attacks on service equipment
Ethernet Port Access Access to an open port, replace existing device
Gateway Devices May have wireless interfaces
Firmware Corruption Subvert operation of an existing network device
!
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SECURING THE CONNECTED CAR NETWORK
VLAN ISOLATION
DEVICE AUTHENTICATION
STANDARD PACKET FORMAT
BANDWIDTH AWARENESS
Provides basic level of protection
Segregates infotainment from mission critical
Delivers flow-based policing
802.1x for added protection
DATA ENCRYPTION
MAC-level encryption and message authentication
22
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23 © 2015 Broadcom Corporation. All rights reserved.
AUTOMOTIVE ETHERNET GAINING MOMENTUM
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The Internet of Things market represents a
SIGNIFICANT NEW OPPORTUNITY 1
The Internet of Vehicles market represents the
FASTEST GROWING SEGMENT OF IOT 2
Semiconductor technology is poised to continue to transform
THE CONNECTED CAR 3
THE ROAD AHEAD
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THANK YOU
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