Mobile Wireless M2M Value Proposition Product Portfolio and Roadmap for M2M 2G-4G

Jürgen Scheller

Director Sales EMEA

Machine to Machine & Embedded Systems

Intel Confidential

INTEL CONFIDENTIAL.

Agenda:

3

Mobile and Communications Group an innovative and reliable partner for M2M solutions

Cellular M2M - Market Overview

Mobile Wireless – value proposition for M2M and MCG roadmap

Smart solutions for major verticals

INTEL CONFIDENTIAL.

Mobile and Communications Group

Silicon Expertise with Mobile Platforms and Wireless Technologies

PHONE MODEMS Comms • Processor • RF

SMARTPHONES Apps • Processors

TABLETS Apps • Processors

CONNECTIVITY Wi-Fi • BT • GPS

MCG

4

INTEL CONFIDENTIAL.

Delivered the Intel® Atom™ processor Z2480 Launched six smartphones into worldwide market

Delivered the Intel® Atom™ processor Z2760 Announced seven new tablets from leading OEMs

Strong foundation in wireless and multi-comm technologies with > 450 M units shipped annually in phones worldwide

Mobile and Communications Group

Focus on Mobile Experience for Consumers and Enterprise

Highlights:

5

INTEL CONFIDENTIAL.

Multi-Comm Vision

*Other brands and names may be claimed as the property of others.

3G

2G New Topologies

GPS/ GNSS

4G

BT Wi-Fi

6

INTEL CONFIDENTIAL.

Key Elements Assembled

*Other brands and names may be claimed as the property of others.

$17 billion in investments and we are not done…

Security Imaging/ Camera

Intel® Atom™ Processor Technology

Power Management

Graphics Software & Services

Intel® XMM Communications Technologies

7

Connectivity (Intel® Wi-Fi)

Wireless WAN

* Includes platform shipments from Intel‘ IMC predecessor Infineon WLS from 2005 though Jan. 2011

• 3G slim modems for

smart-phones & single-

chip platforms for

ULC/Entry phones....4G

LTE in pipline

• Strongly expanded

customer base for single-

chip and slim modem

solutions over time

• Intel has a top-tier

customer base in

Smartphones, tablets,

ULC/Entry phones and

M2M

Broad Tier 1 Customer Base - Driving Strong Growth

2005 2006 2007 2008 2009 2010 2011

~50m ~30m

~80m

~135m ~165m

~310m

~450m

Intel* Cellular Platform Shipments

INTEL CONFIDENTIAL 8

CellularM2M –

Market Overview

9

2011 2013 2016

Traditional Phones SmartphonesTablets M2M ModulesConnected Devices

Device Market Opportunity

Phones (of which, 4.6 billion

smartphones)

~9 billion

In the 2012-16 period, there will be shipments of:

‘Cellular’ Tablets 300+ million

M2M modules 400+ million

USB dongles & other consumer electronics w/cellular connectivity

1+ billion

Data Source for Chart & Facts: ABI, Berg Insight, Gartner, IDC, Strategy Analytics

>1.5B

>2B

~11 Billion Unit Opportunity in 2012-2016

Cellular Device Market Opportunity

INTEL CONFIDENTIAL 10

2012 2013 2014 2015 2016

Growth in 4G cellular subscribers

71%

In the 2012-16 period, cellular subscriptions are

anticipated to:

Market Share for 2G into 2016 54%

Growth in 3G cellular subscribers

21%

Market Share for 4G subscribers limited to developed markets

7%

Data Source for Chart & Facts ABI, Wireless Intelligence, InStat 2Q’12

2G

3G

4G

Global Cellular Market Opportunity

4G is growing, but still large market opportunity in 2G & 3G

INTEL CONFIDENTIAL 11

6 8 11 16 21

35 47

16 19

23 26

31

37

44

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6

7

8

10

11

13

6

7

8

9

9

10

11

6

33

43

52

63

76

99

122

0

20

40

60

80

100

120

140

2010 2011 2012 2013 2014 2015 2016

M Units

413Mu $2B Rev

24% CAGR

M2M Cellular Market TAM

*MCG M2M Cellular Market Model Q2`12

47

21

49

161

130

TAM Vertical

The M2M Opportunity 413 mio cellular modules until 2016 with 24% CAGR

13

The M2M Opportunity The emerging standards for M2M are 3G and LTE

Key market drivers

GSM/GPRS has widest global coverage, therefore driving the applications expansion

The decreasing prices of 2G modems increases the ROI attractiveness for M2M

3G will gain attractiveness in all segments where long time availability for GSM is unsecure (e.g., automotive, smart metering) or additional services might drive the need for higher data rates

The need for LTE will be driven by new

applications (e.g., video and multimedia enabled) and automotive.

Mobile Wireless M2M value proposition and MCG Roadmap

14

INTEL CONFIDENTIAL. 15

Cellular Data - Value Proposition

Cellular Data is used when; Mobile or Portable is required

Cellular Data is more economical than other options.

Mobile = Data connected operation while moving.

Portable = Data connected while stationary, but

frequently moved to unplanned locations.

Economical = Lowest total cost of data connections

includes installation, connection/access set-up, and data costs for the life of the application.

Very often Cellular is the most economical option.

INTEL CONFIDENTIAL. 16

Mobile & Portable

Mobile

Tracking

LBS

Telematics

Portable

INTEL CONFIDENTIAL. 17

Intel based Cellular Modules = Value

• Intel Cellular Platforms w/ Protocol Stacks Size

Performance

Cost

Carrier Pre-Certifications

• ISA Partner Modules Speeds Time To Market

Lowest NRE

Licensing included

INTEL CONFIDENTIAL. 18

5-Band 3G 4 -Bands 2G RX Diversity

One PA

10-band LTE 5 Bands 3G

4 - Bands-2G One PA

Intel Cellular Innovation:

size, performance, power, cost

2011

Multi-band 2G/3G

Revolutionary !

One PA

Multi-band 2G/3G/4G-LTE

Amazing !

One PA

2013

2G / 3G Mass-market

HSPA+ platform

2G / 3G / 4G / LTE Coming soon ! LTE Platform

4 Bands

SOC One PA

2008

Multi-band GSM/GPRS

Single-Chip !

One PA

2G Mass-market

GSM/GPRS platform

INTEL CONFIDENTIAL.

X-Gold 626 / SMARTi™ UE2

5-Band 3G

QB-EDGE

RX Diversity

X-Gold 716M / SMARTi™ 4G

10-band LTE/HSPA+

QB-EDGE, Optional: TD-SCDMA

RX Diversity, LTE MIMO

Innovation leadership towards LTE

2011

Highly optimized

slim modem BB

Revolutionary

Single chain PA architecture

Incremental Baseband

upgrade to 3GPP Rel. 9

Extending RF Single

Chain innovation to LTE

2013

XMM 7160

Full re-use of RF Transceiver and

Frontend components

XMM 6260

Mass-market

HSPA+ platform

XG716M SMARTi™4G

MMMB

PA

INTEL CONFIDENTIAL 19 November 16, 2012

Wireless Frequency Band Landscape: GSM/EDGE (2G)

Wireless Frequency Band Landscape: UMTS/WCDMA (3G)

21

Wireless Frequency Band Landscape: LTE (4G)

22

Solution: Multiband RF Architecture

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24 INTEL CONFIDENTIAL 16 November 2012

GSM

/ G

PRS

3G

X-GOLD 110

GSM/GPRS

65nm

XMMTM 110x

XMMTM 213x

X-GOLD 213

EDGE 65nm XMMTM 118x

M2M Platform Roadmap (2G – 4G)

ED

GE

XMMTM 101x/2x

X-GOLD 101

GSM/GPRS 130nm

X-GOLD 116

GSM/GPRS 65nm

X-GOLD 110

GSM/GPRS 65nm

M

M M

Platform Available

M

M

M2M modules available

In developement

SMARTi

UE2 X-GOLD

626

HSDPA 21 HSUPA 11.5

40nm

HSPA+

SMARTi

UE X-GOLD

616

HSDPA 7.2 HSUPA 5.8

65nm

HSPA SMARTi

4G X-GOLD

716

LTE/

HSPA+

LTE XMMTM 6260

XMMTM 7160

XMMTM 6160 M

M

Intel M2M -

Smart Solutions for major verticals

25

INTEL CONFIDENTIAL November 11, 2012 26

Vertical Engagements

Automotive Consumer

Industrial / Retail Energy

INTEL CONFIDENTIAL. 27

Cellular inclusion – Smarter Homes

Driving Home

• Localization, occupant

awareness

- Data sharing on the go (location, cellular, profile)

Arriving Home

• Occupant energy &

Home profiling

- Entry Authorisation

- Heating, Lighting

- In-door location

- Domestic Appliances

• Fast, easy set-up

• Full control E2E

• Areas where fixed

infrastructure is limited

• Integrate Smartphones &

Tablets experience

Your home profile Data transmission

• Gateway solution

INTEL CONFIDENTIAL. 28

What it takes ….

CONNECTED. MANAGED. SECURE. INTELLIGENT

Challenges Requirements

• Seamless connectivity integration

• Manageability - Remote client and service management

• Secure systems, networks & devices

• Cost optimised solutions

• Intelligence

• Fragmentation, limited standards

• System Complexity

• Security (what if the grid gets

hacked ...)

• Product life-cycle concept -

Extended deployment periods

• Total cost of ownership optimization

INTEL CONFIDENTIAL.

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Intel communication in the grid

CONNECTED. MANAGED.

SECURE. INTELLIGENT

Mobile

Intel Architectu

re (IA)

Embedded

WindRiver

Systems McAfee

Short Range Wireless WLAN Wireless Local Are Network

WWAN Wireless Wide Area Network Location

• Bluetooth 3.0, BLE

• NFC

• Wireless Charging

• Wireless Docking

• WiFi Direct

• WiFi Display

• Low-Power WiFi

• Wake-On WiFi

• WiGig

• GNSS (GPS, Glonass,

Compass, Galileo)

• (in-door) WiFi based

location

• (in-door) Bluetooth

based location

• 2G

(GSM/GPRS/EDGE)

• 3G (HSPA)

• 4G (HSPA+)

• LTE

Intel Solutions for M2M

Embedded Processors

Embedded Connectivity

Embedded Software

Embedded Security

M2M

ISG MCG

Intel® mobile products reach…

from the consumer to the cloud infrastructure

Phones

Connected Devices

Tablets

Machine-to-Machine