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Philips Semiconductors Philips Semiconductors Thierry Laurent Executive Vice President Philips Semiconductors Philips Semiconductors … Focus on mobile communications bringing consumers timely and desirable communications technologies for their mobile lifestyle

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  • Philips SemiconductorsPhilips Semiconductors

    Thierry LaurentExecutive Vice PresidentPhilips Semiconductors

    Philips Semiconductors …

    Focus on mobile communications bringing consumers timely anddesirable communications technologiesfor their mobile lifestyle

  • Philips Semiconductors

    Contents

    22

    33

    11

    Market presenceMarket presence

    Strategy moving forwardStrategy moving forward

    The mobile marketThe mobile market

  • Philips Semiconductors

    Contents

    Market presenceMarket presence22

    Strategy moving forwardStrategy moving forward33

    The mobile market1

  • Philips Semiconductors

    All competencies requiredfor complete System Solutions:

    The way forward

    Digital signalprocessing

    Radio frequencydesign

    Low-powerLow voltage

    Optimized hardware/software

    Batterymanagement

    Mixed analog and digital

    Packagingand MCMs

    Digital consumer

    Speech recognition

    LCD drivertechnology

    Mobile Communications

  • Philips Semiconductors

    Market Forces (1)

    • Phone replacement has faltered as consumers awaitnew GPRS models

    • GPRS IOT not ready so revenues are delayed

    • Most companies cannot afford the R&D neededto keep a position across the cellular phone market;emergence of ODMs in Asia

    • An upturn in cellular can be predicted, but companiesstill face pressure

  • Philips Semiconductors

    Market Forces (2)

    • Operators debts are very high due to 3G license fees

    • The digital and US cordless sector remains a strongmarket

    • New phones expected to launch in Q4

    • China showing strong continuous growth

  • Philips Semiconductors

    4545 7777

    North AmericaNorth America

    1919 4242

    South AmericaSouth AmericaMiddle East, Middle East,

    AfricaAfrica

    7373 9090WesternWesternEuropeEurope

    5555 8080JapanJapan

    55 1010

    Rest of Asia Rest of Asia

    44 1010

    Penetration 2005Penetration 2005Penetration 2001Penetration 2001

    EasternEasternEuropeEurope

    1212 3333

    China China

    232399

    WorldwideWorldwidepenetration rate inpenetration rate in2001 is 15% and2001 is 15% andwill grow to 27%will grow to 27%

    in 2005in 2005

    Cellular handset penetration by region:2005 compared to 2001

  • Philips Semiconductors

    Cellular subscribers worldwide,Cellular subscribers worldwide,by technologyby technology

    �� NewNewsubscriberssubscribersstill +20%still +20%

    Source: DataquestSource: Dataquest

    Subs

    crib

    ers

    (M)

    Subs

    crib

    ers

    (M)

    0400800

    120016002000

    PDC 38 45 50 57 58 57 55 54Analog 92 85 72 65 55 47 36 253G 1 10 37 100 200TDMA 16 37 63 95 113 121 120 110CDMA 23 50 82 125 177 237 283 299GSM 140 260 440 610 777 913 1021 1079

    1998 1999 2000 2001 2002 2003 2004 2005

    1615161514121412

    11901190951951

    707707477477

    309309

    17671767

  • Philips Semiconductors

    Cellular handsets consumer demand,Cellular handsets consumer demand,by technologyby technology

    0

    200

    400

    600

    800

    Other 49 50 49 41 37 28 18 133G 1 6 26 75 136TDMA 12 26 40 43 32 28 16 2CDMA 16 37 57 80 95 135 142 152GSM 85 167 259 265 290 343 379 402

    1998 1999 2000 2001 2002 2003 2004 2005

    �� GSMGSMremainsremainsmore thanmore than50% of the50% of themarketmarket

    �� WorldwideWorldwideCAGR 00-05CAGR 00-05is 15%is 15%

    Source: DataquestSource: Dataquest

    Han

    dset

    shi

    pmen

    ts (M

    )H

    ands

    et s

    hipm

    ents

    (M)

    630630560560

    460460430430405405280280

    162162

    705705

  • Philips Semiconductors

    Contents

    Market presence2

    Strategy moving forwardStrategy moving forward33

    The mobile marketThe mobile market11

  • Philips Semiconductors

    We are growing market share

    CordlessCordless#1#1

    Market grew 22.3%Market grew 22.3%Philips grew 50.7%Philips grew 50.7%

    CellularCellular#2#2

    Market grew 22.3%Market grew 22.3%Philips grew 32.7%Philips grew 32.7%

    InfrastructureInfrastructure#5#5

    Market grew by 35.6%Market grew by 35.6%Philips grew by 48.7%Philips grew by 48.7%

    HandsetsHandsets#3#3

    Market grew by 20.8%Market grew by 20.8%Philips grew by 34.1%Philips grew by 34.1%

    BasebandBaseband#10#10

    Market grew by 33.0%Market grew by 33.0%Philips grew by 78.4%Philips grew by 78.4%

    RFRF#5#5

    Market grew by 40.9%Market grew by 40.9%Philips grew by 24.2%Philips grew by 24.2%

    BasebandBaseband#2#2

    Market grew by 20.8%Market grew by 20.8%Philips grew by 33.1%Philips grew by 33.1%

    RFRF#2#2

    Market grew by 19.0%Market grew by 19.0%Philips grew by 36.0%Philips grew by 36.0%

    Total Wireless Communication#3

    Market grew by 20.0%Philips grew by 35.3%

    Source: Dataquest Aug 2001Source: Dataquest Aug 2001

  • Philips Semiconductors

    MarketMarketShareShare

    20002000RankRank

    Source: Dataquest 2001Source: Dataquest 2001

    VendorVendor Increase revenueIncrease revenue2000/19992000/1999

    11 MotorolaMotorola 13.6%13.6%

    22 Texas Instruments Texas Instruments

    33

    44

    55

    Philips SemiconductorsPhilips Semiconductors

    QUALCOMMQUALCOMM

    STMicroelectronicsSTMicroelectronics

    11.6%11.6%

    10.2%10.2%

    6.4% 6.4%

    6.2% 6.2%

    28.5%28.5%

    22.0%22.0%

    35.3%35.3%

    -6.0%-6.0%

    21.2%21.2%

    A solid performance in 2000

  • Philips Semiconductors

    It is not just about mobile handsets

    CellularInfrastructure

    Cordless

    • Synergies with handsets through customer base• Solid design-ins at market leader Ericsson for

    PA and BB-ASICs• China TD-SCDMA standard: design-ins with

    leading players

    • Became market leader in 2000 (up from #3)• Low growth rates (3-5%)• Moving to digital• Extending share in DECT• Growing customer base: Vtech, Siemens, ODM’s• Well positioned for IP terminal market

  • Philips Semiconductors

    Contents

    Market presenceMarket presence22

    Strategy moving forward3

    The mobile marketThe mobile market11

  • Philips Semiconductors

    How are we different?

    Philips Semiconductors competes on:• Complete Solutions in GSM/GPRS and UMTS handsets• Early entry into system solutions:

    – GSM/GPRS today,– UMTS in development

    • Understanding consumer needs• Cellular and Consumer convergence know-how

    to take customers into the 3G world

  • Philips Semiconductors

    The Strategy

    • Mobile Communications is a key focus area for PhilipsSemiconductors

    • Build the right IP for convergence applications

    • Retain leadership in wireless communications throughR&D investment.

    • Stay close to the end user needs throughcommunications with operators and lead customers

  • Philips Semiconductors

    GrowthNew

    Standards &Applications

    Maturingproduct

    categories

    Leverage expertise for acceleratedLeverage expertise for acceleratedgrowth. New emerging Applicationsgrowth. New emerging Applications

    UMTS and GPRS platform solutionsUMTS and GPRS platform solutions

    RF and power management forRF and power management forportable consumer solutionsportable consumer solutions

    Develop and cultivate strongDevelop and cultivate strongmarkets through their life cycle -markets through their life cycle -building reference designs notbuilding reference designs notcustomer specific solutionscustomer specific solutions

    Exploiting product life cycles

    Technology discontinuity

  • Philips Semiconductors

    Custom solutions

    ASICs for market leadersand differentiated products

    Cellular business model: a three tier approach

    Standard devices

    for specificapplications customers

    (baseband, RF,PAs, PMUsand display drivers)

    Complete system solutionsFor low cost solutions and emerging ODMs (reference designs)

  • Philips Semiconductors

    Cellular business model: a three tier approach

  • Philips Semiconductors

    System solutions take off1st phone now in production

  • Philips Semiconductors

    Real life examplesYTR01-A

    Features• FM Radio• Cwen Chinese Editor• World Clock

  • Philips Semiconductors

    Real life examplesYTR01-B

  • Philips Semiconductors

    PA + Antenna switch

    Transceiver

    Baseband

    67 m

    m

    39 mm

    PA

    TCTXVCO

    RFVCO

    Ref. clock

    Ant-SW

    PA-ctrl

    32 m

    m

    BB+BAI

    PMU FlashRAM

    Batterycontacts

    32 kHz

    35 mm

    Insight into GPRS Reference Designs

  • Philips Semiconductors

    Salient Features

    • GPRS Class4/10:– inter-operability test (IOT) passed in Q3 ‘01– excellent operator feedback on stability and maturity

    • Component count of 190 for core GSM functionality

    • Low Bill-of-Materials

    • Design-ins already started

  • Philips Semiconductors

    3G waves of progress

    Applications will differentiateApplications will differentiate

    •• PC type applications PC type applications

    •• Full MPEG4 Full MPEG4

    •• Speech to text Speech to text

    •• GPS GPS•• WLAN WLAN

    •• WAP, EXCE, HTML WAP, EXCE, HTML•• E-commerce E-commerce•• Interactive games Interactive games•• JAVA JAVA

    •• MPEG4 - H323 MPEG4 - H323•• Video conferencing Video conferencing

    •• Digital audio Digital audio

    •• BluetoothBluetooth multipoint multipoint•• Security and identification Security and identification

    •• WAP WAP•• Windows CE Windows CE•• EPOC EPOC•• 3 3rdrd party party swsw

    •• Pictures Pictures•• Basic video Basic video

    •• MP3 MP3•• FM radio FM radio

    •• BluetoothBluetooth•• Triangulation Triangulation

    DATADATA

    VIDEOVIDEO

    AUDIOAUDIO

    OTHEROTHER

  • Philips Semiconductors

    PCF PCF xxxxxxxxxx

    Aux ADCsAux ADCsSmartcardSmartcard

    & SIM& SIMinterfaceinterface

    PMUPMU ResetResetOn/OffOn/Off

    Power Management

    Radio

    LCD ModuleLCD Module

    LCDLCDdriverdriverD

    ispl

    ay

    ChargerCharger PowerPowerSuppliesSupplies

    OneCOneC-3G-3G

    BasebandProcessing

    RF GSM/UMTSRF GSM/UMTS

    GSM/UMTS RXGSM/UMTS RX

    GSM TXGSM TX

    UMTS TXUMTS TX PAPA

    PAPA

    CPUCPU RAMRAM ROM/ROM/FLASHFLASH

    AudioAudioCodecCodec

    RFRFI/FI/F

    DSPDSP RAMRAM ROMROM

    PeripheralsPeripherals TimersTimers

    Rx/Rx/Tx Tx channel codingchannel coding

    Multimedia co-processor for data,Multimedia co-processor for data,audio and video applications/ servicesaudio and video applications/ services

    Application Co-ProcessorApplication Co-Processor

    3G System Solution Example(based on Nexperia concept)

  • Philips Semiconductors

    Roadmap for differing integration paths

    1st IC generation

    GSM/GSM/GPRSGPRS

    BBBB

    GSM Ref DesGSM Ref Des

    UAA3536/7 +UAA3536/7 +CGY2015CGY2015

    (PA)(PA)

    UMTS TxUAA3581

    ACPACP

    UMTS RxUAA3580 ModemModem

    UMTS PA

    QuBic4QuBic4 CMOS18CMOS18

    2nd IC generation

    BB-3G +BB-3G +

    ModemModem

    GSM +UMTS

    Rx

    UMTS Tx+PA ACPACP

    GSM PA

    QuBic4QuBic4 CMOS12CMOS12

    Proto

    SCP1/SCP1/

    OneCOneC

    GSM Ref DesGSM Ref Des

    UAA3535 + UAA3535 +CGY2014CGY2014

    (PA)(PA)

    ACPACP

    ModemModem

    multi FPGAsmulti FPGAs

    UMTS RF +UMTS RF +PAPA

    Multi-ICsMulti-ICs

    UMTS RF +UMTS RF +PAPA

    Multi-ICsMulti-ICs

    UMTS RF +UMTS RF +PAPA

    Multi-ICsMulti-ICs

  • Philips Semiconductors

    • Solutions are designed, agreed and specified withcustomers: a true partnership framework

    • Close relationships with Samsung, DBTEL,CECW and Mitsubishi-working togetherto anticipate market needs

    • Increase local support in China and Asia• We supply market leaders• We have low cost solutions through our system

    know how and high volume manufacturing

    The Customers

  • Philips Semiconductors

    The Partners

    Working with partners to reach the end user• Engaged with market leaders• Regular dialog with infrastructure manufacturers• Consolidating contact with operators• Increasing local China investments

  • Philips Semiconductors

    Today in Beijing we have just signed …

    • Goal – develop a complete 3G system solution forTD-SCDMA using Philips Semiconductors’ platform

    – TD-SCDMA is a CATT standard approved by ITU & 3GPP

    • JV will be based in Beijing• Already worked with CATT on handset demonstrator

    – Uses our GSM platform and CATT modem

    • Have 10 year history of working with CATT• Already partnering with CECW in GSM

    JV between CATT, CECW and Philips Semiconductors

  • Philips Semiconductors

    The Partners

    Working with partners to reach the end user• Engaged with market leaders• Regular dialog with infrastructure manufacturers• Consolidating contact with operators• Increasing local China investments• Leveraging internal Philips competencies

  • Philips Semiconductors

    Visions and Ambitions

    • Strong partnerships across the industry• Units growth at 15 per cent in the next 3 – 5 years• Exploit all company-wide assets and lead market

    in next 3 – 5 years• Increase hold on wireless communications market

    as demand for portability rises• Conquer mobile data communications market

    by building smart applications

  • Philips Semiconductors

    On Course For Success

    • Already top 3 player in wireless communications• Tightly focused on new fast growing segments• Industry partnerships will pull in further design wins• First in GPRS system solutions• A leader in systems solutions – a fast growing segment• Convergence market- the Philips Group offers one

    of the world’s largest IP library

  • Philips Semiconductors …Philips SemiconductorsPhilips Semiconductors

    Thierry LaurentExecutive Vice PresidentPhilips Semiconductors

    Focus on mobile communications bringing consumers timely anddesirable communications technologiesfor their mobile lifestyle