communications · pdf filensn 18% huawei 16% other ... ethernet switch fpga antenna grooming...
TRANSCRIPT
Communications Infrastructure
Brian Glinsman Vice president, Multicore Processors September 25, 2012
Strengthening our position and growing our share • 16% of TI revenue from communications
infrastructure across all TI products
• >10 years as market leader
• Core competencies: – Digital signal processing – System-on-chip – Analog signal chain – Power management
• Building on our strengths for new opportunities to outgrow the market
Transport L2, L3, L4
Baseband Processing
Digital Front End
Analog Front end
Low Noise Amplifier
Antennas
Power Management
Transport L4, L3, L2
Baseband Processing
Digital Front End
Analog Front end
Power Amplifier
Antennas
User Equipment
Embedded processing and analog signal chain
Market reality… data capacity is constrained
Time
Operator revenue Operator CapEx
User bandwidth
G A P
Market reality… data capacity is constrained
• Operators are addressing this by moving to 4G and installing small cells
– Requires multi-standard support – Only TI is shipping WCDMA + LTE SoCs
• Significant performance increase is needed in Radio Access Network
– This is digital signal processing – This is TI’s advantage
Time
Operator revenue Operator CapEx
User bandwidth
G A P
TI: the SC leader in both macro and small cell
• Interoperability between macro and small cell is crucial
• Incumbents have a significant advantage
• Expect similar market share distribution in small cell
• TI has a wide lead in both macro and small cell
* Infonetics, 2Q12
Wireless infrastructure OEM market share*
Ericsson 36%
NSN 18%
Huawei 16%
Other 30%
• Expanding available market through KeyStone SoC integration
TI growth in macro comes from SoC strategy
Transport Ethernet Control Ethernet
System SRIO
TX / RX Antenna
Network Processor
Macro
Controller
Baseband ASIC
and/or DSP pool
Baseband ASIC
and/or DSP pool
Baseband ASIC
and/or DSP pool
Ethernet Switch
FPGA Antenna
Grooming SRIO Switch
Macro cell
Transport Ethernet Control Ethernet
System SRIO
TX / RX Antenna
Network Processor
Macro
Controller
Baseband ASIC
and/or DSP pool
Baseband ASIC
and/or DSP pool
Baseband ASIC
and/or DSP pool
Ethernet Switch
FPGA Antenna
Grooming SRIO Switch
• Expanding available market through KeyStone SoC integration
TI growth in macro comes from SoC strategy
Transport Ethernet Control Ethernet
System SRIO
TX / RX Antenna
Network Processor
Macro
Controller
Baseband ASIC
and/or DSP pool
Baseband ASIC
and/or DSP pool
Baseband ASIC
and/or DSP pool
Ethernet Switch
FPGA Antenna
Grooming SRIO Switch
KeyStone System
on Chip
TX / RX Antenna
KeyStone System
on Chip
Macro cell
• TI’s opportunity increases from 25% (DSP only) to 60% (complete SoC) of total silicon content
• Expanding available market through KeyStone SoC integration
TI growth in macro comes from SoC strategy
Transport Ethernet Control Ethernet
System SRIO
TX / RX Antenna
Network Processor
Macro
Controller
Baseband ASIC
and/or DSP pool
Baseband ASIC
and/or DSP pool
Baseband ASIC
and/or DSP pool
Ethernet Switch
FPGA Antenna
Grooming SRIO Switch
KeyStone System
on Chip
KeyStone System
on Chip
TX / RX Antenna
KeyStone System
on Chip
Macro cell
• TI’s opportunity increases from 25% (DSP only) to 60% (complete SoC) of total silicon content
Transport Ethernet Control Ethernet
System SRIO
TX / RX Antenna
Network Processor
Macro
Controller
Baseband ASIC
and/or DSP pool
Baseband ASIC
and/or DSP pool
Baseband ASIC
and/or DSP pool
Ethernet Switch
FPGA Antenna
Grooming SRIO Switch
• TI’s macro success is driving small cell success
• TI SoCs capture 80% of silicon content in a small cell system
• Unit volumes expected to be significantly higher than macro
Small cell represents huge TI opportunity
Small cell
• Workhorse DSPs - $2B shipped
• Leading SoC - $1B shipped
• Two new SoCs in production 2013
• Next-gen SoC sampling 4Q12
• Leading SoCs for small cell
• Designed in with all market leaders
TI’s Communications Infrastructure portfolio is unmatched
TCI6482 C6414 TCI6484 TCI6487
TCI6488
TCI6616 TCI6618
TCI6636
TCIC6612 TCIC6614 TCIC6636
Macro cell
Small cell
• TI’s competencies position us well to address market needs
• TI has significant lead in both macro and small cell
• TI revenue in macro grows through SoC-driven content expansion
• Small cell to add growth through design-in success based on macro incumbency
Summary
Manufacturers and operators throughout the world rely on TI
