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External Use
TM
General RF Update
FTF-NET-F0477
M a y 2 0 1 4
William Yin | Director, RF Asia Pacific
TM
External Use 2
>50 Year Legacy
>5,500 Engineers
>6,000 Patent Families
A Global Leader in Radio Frequency, Digital Networking Processors and Microcontrollers
Microcontrollers
Digital Networking
Automotive MCU
Analog & Sensors
Radio Frequency
Five Core Product
Groups
Four Primary
Markets
Automotive
Networking
Industrial
Consumer
TM
External Use 3
We Provide Differentiated Applications to Key Markets
Cloud
Computing
/ Data Centers
Routers &
Switches
Security
Appliances
Wireless Base
Stations
Networked
Printers &
Gateways
Home
Appliances
Healthcare
Smart Energy
& Connectivity
Factory
Automation
and Drives
General
Embedded
Smart Mobile
Devices
General
Embedded
Sensors for
Phones and
Games
eReaders
Chassis &
Safety
Advanced
Driver
Assistance
Vehicle
Networking &
Information
Radar & Vision
Systems
Powertrain
Networking Networking Industrial Industrial Consumer Consumer Automotive Automotive
We Have a Broad Portfolio
TM
External Use 4
Q1 2014 Financial Overview
• Building momentum with continued progress
− Q1 2014 revenue of $1.13 billion
− Up 4% sequentially and up 15% year-over-year
• Solid execution
− Adjusted operating earnings* of $186 million for Q1
− Gross margin of 44.8% for Q1
• Strong quarter for RF
− Revenue of $113 million
− Up 17% sequentially and up 31% year-over-year
* Adjusted for non-cash share-based compensation expense, purchase accounting
and other items. See GAAP reconciliations at the end of this presentation.
TM
External Use 5
$784
$563
2007 2011 2013 2014
Net Debt / Annual Interest ($M)
($ in millions)
Maturity Profile **
• All long-term debt matures in 2020 or later
• Over past 5 quarters, transactions reduced
annualize cash interest expense by ~ $150 million
• 40 million share equity issuance in February;
all net proceeds used to redeem debt
• Reduced interest rate on $2.7 billion of term loans
in March; $20 million annualized cash interest
savings based on current interest rates
* Annualized interest expense after giving effect to Q1 2014 transactions.
** Term loans maturing in 2020 and 2021 require quarterly principal payments in aggregate annual amounts of $35 million,
Credit revolver matures in 2019, but undrawn at the moment.
Capital Structure
$3,566
$960 $1,296
2014 2015 2016 2017 2018 2019 2020 2021 2022
$8,816
$6,575 $5,765
1Q07 1Q11 4Q13 1Q14
$5,113 $483
$335*
Net Interest Expense Net Debt
TM
External Use 6
Radio Frequency
• Market leadership / scale
• Best-in-class performance in linear efficiency, gain, bandwidth and power
• Fully optimized reference designs
• Long-term customer relationships
Applications
Wireless Network Infrastructure • Macro, Metro & small cellular basestations
• Digital front end
Broadcast, Industrial/Scientific/Medical • UHF & VHF broadcast TV
• FM & shortwave radio
• CO2 lasers, plasma generation, MRI
Enterprise Access Points, Professional
Mobile Radio • Converged cellular / wifi
• Public safety, dispatch, transportation, marine
Aerospace / Defense • Radar
• Air traffic management
• Jammers
Why Customers Choose Us
Customers
We pioneered RF technology and continue to be the leader with high-quality,
high-performance products using the latest technologies
Products
Airfast RF Platform RF Power ICs
Market Leadership
#1 High Power RF Transistors for Wireless
Infrastructure (1)
Source: (1) ABI Research, December 2012
TM
External Use 7
RFD Organization Worldwide
RFD Global Headquarters Tempe, Arizona
Design, Marketing, Applications, Modeling, Systems
Freescale Austin Corporate Headquarters
Oak Hill Fab – 8”
Freescale Toulouse Design, Marketing,
Modeling, Applications, Systems
Freescale Kuala Lumpur
Final Manufacturing
Freescale Tianjin Final Manufacturing
Freescale Shanghai Marketing, Applications
Freescale Chengdu Design , Applications
Freescale Tokyo Marketing, Application
Freescale Seoul Marketing, Application
TM
External Use 8
Freescale Advantage
• Custom circuit tuning
• Modeling
• Thermal characterization
• Reference designs
• Dedicated applications
support
Performance Technical Support
Innovation Manufacturing Supply
• DPD
• Doherty
• Drain modulation
• Switching PAs
• Large volume supply
• Owned assembly and test
• Dedicated, in-house
package R&D
• Quality and reliability
• Airfast line of products
• 50 V LDMOS technology
• High ruggedness line
• ICs: Function integration
• Package leadership
45.3945
47.1404 47.140448.8863
48.8863
48.8863
50.6323 50.6323
50.6323
52.3782 52.3782
52.3782
54.1242 54.1242
54.1242
54
.12
42
55.870155.8701
55.87
01
55.8
701
57.616 57.616
57.61
6
57.6
16
59.362 59.362
59.36
2
59.3
62
61.1
079
61.10
79
61.107961.1079
62.8539
62
.85
39
62.853962.8539
64.5998
64
.59
98
64.599864.5998
66.3
458
66.3458
66.3458
68.0917
68.09
17
68.0917
69.8376
69.8376
69.8376
71.5836
71.5
836
71.583673.3295
73.3
295
73.3295
75.0755
75.0755
75
.07
55
76.8214
76.82
14
Real Impedance (ohm)
Imag I
mpedance (
ohm
)
Peak PAE (%) contours
gate voltage = 0.00V
maximum = 77.38% at impedance = 0.74j1.36 ohms MRF6VP3450H
half 860-Wed Jan 14 152447 2009-fileList
0.5 1 1.5 2 2.5
0.5
1
1.5
2
2.5
20 25 30 35 40 45 50 55 600
10
20
30
40
50
60
70
80
Pout (dBm)
PA
E (
%)
Power Added Efficiency vs Pout
50V
5V
20 25 30 35 40 45 50 55 600
10
20
30
40
50
60
70
80
Pout (dBm)
Eff
icie
ncy (
%)
Optimum Efficiency vs Pout
Optimum PAE
Optimum DE
Optimum PAE (Curve-fitted)
Optimum DE (Curve-fitted)
Manufacturing
&
Quality
Time to Market
BOM
Performance
TM
External Use 10
# Connected Devices
25 BILLION
World Population
2003 2010 2015 2020 2008
<1x 2x 3.5x 6.5x 1x # Connected Devices/Person
50 BILLION
12.5 BILLION
7.2B 6.8B
6.5B 6.3B
7.6B
We are Enabling the Next Growth Wave
Explosive Growth in Connected Devices
Customers Facing… • Skyrocketing data rates
• Multiple wireless standards
• Increasing network complexity
• Stringent power requirements
• Worldwide rise in IP traffic
Mobile Broadband for Evolving Cellular Market • Reduced energy consumption
• Shrinking equipment footprint
• Reduced time-to-market for new designs
* Sources: Ericsson, February 2011; Cisco Internet Business Solutions Group (IBSG), April 2011
TM
External Use 11
2009 2010 2011 2012 2013
1GHz 1.8/1.9GHz
2.1GHz 2.3/2.6GHz
Total Available Market by Frequency Band
www.freescale.com/rf
Industry / Business Update
• 2013 - $353M (+17%), 2014 looking even stronger
• Growth in all bands in 2014
• Surge in BTS demand indicates deployments could exceed 10-15% YoY
• 2G sustained by capacity upgrades but on the decline
• 3G deployments remain steady - still dominate market share
• 4G growth remains strong
• TDD LTE upsides in China could drive demand in excess of 500K BTS and surpass FDD in ’14
• Digital Dividend, re-farmed 1.8GHz and 2.6GHz are dominant LTE bands
• Freescale gaining market share with AF
TM
External Use 12
Allied Business Intelligence Share Estimates
SOURCE: ABI Research March 2014
Freescale 54.4%
NXP 29.0%
Infineon 16.6%
SOURCE: ABI Research March 2014
2013 Radio Access Network Share RF Power LDMOS Device Share
Ericsson, 35.9%
Huawei, 23.8%
Nokia Solutions and Networks, 15.7%
Alcatel-Lucent, 13.6%
ZTE, 5.7%
Samsung, 3.2% NEC, 2.1%
TM
External Use 13
2013 Highlights
• Airfast Portfolio Expansion
21 NPIs launched by end of year 2013!
• Significant R&D investments in expanding Circuit Reference Design support
• Product leadership in LTE: most competitive and comprehensive portfolio for 4G
− Significant and consistent design wins in China and globally
• Expanded plastic package offerings – OM880 launched; OM1230 launch in 1Q14
• VHV for cellular : First 1GHz broadband VHV part launched December 2013
• 1st GaN products sampling now
• Common HiP footprint for up to 60W Avg PA power BTS applications
TM
External Use 14
Small Signal & Low Power RF Portfolio Overview
Macro/ Micro BTS
Pico/ Femto BTS
General RF
Medium PA GPA Radio Control LNA Discrete
• class AB
• multi-stage
• class A
• single stage
• ADAM
• DSA • GaAs pHEMT
• SiGe
• un-matched
• up to 12V opp.
Driver Amps: e.g. MMZ25333B
1.5-2.7 GHz 40 dB
Pre-Driver Amps: e.g. MMG20241H
¼ Watt 17.5 dB @ 2.7 GHz 5V/77mA
e.g. ADAM High Performance: e.g. MML09231H
NF=0.36 dB OIP3=37 dBm
Markets &
Ap
plicatio
ns
Product Lines
DSA for LMR: e.g. MMT20303H
40-5000 MHz 3 bits 1dB / 7dB
LMR & Metering: e.g. MMZ09332B
136-960 MHz 1-2 Watt 25-31 dB
PAs: e.g. MMZ09363B
-50 dBc @ 26 dBm 700-960 MHz 35-38 dB
High Performance: e.g. MML09231H
NF=0.36 dB OIP3=37 dBm
Low Cost SiGe: e.g. MBC13720
0.4-2.4 GHz NF~1.4 dB 3V / 5mA
Gain Blocks: e.g. MMG3012N
DC-6 GHz 16 dB @ 2 GHz
12V GaAs pHEMT: e.g. MRFG35010AN
9 Watts 10 dB @ 3.55 GHz
6V GaAs pHEMT: e.g. MRFG35003N6A
3 Watts 10 dB @ 3.55 GHz
3-5 V supply unless otherwise noted
TM
External Use 15
Airfast 2
• The Airfast brand was launched in 2012 to tell the world about our significant step forward in performance
• Airfast is a result of a holistic design approach and not any one individual piece of technology
• Since 2012 we have continued to improve our performance both in discrete transistors as well as ICs, VHV and GaN
Packaging
Technology
Passive
Development
Systems
Applications Device
Development
TM
External Use 16
Freescale Gallium Nitride
• More power per package Target High Power PAs
− Targeting very high power designs
− One device finals for 40W, 60W base station applications
• High frequency operation Target High Frequency Wide-band PAs
− Target 1.8GHz and above
− Take advantage of high frequency behavior of GaN to target 2.3-2.7Ghz where LDMOS starts to lose performance
• Wideband operation Target Doherty Coverage of 1.8-2.2GHz and 2.3-2.7GHz
− Take advantage of broadband behavior of GaN to cover 1.8-2.2GHz and 2.3-2.7GHz with one device in FSBB mode
− One device Doherty turn key solution
TM
External Use 18
Freescale Leads Industry in RF Power Innovation
BILLIONS Watts/Year Delivered
Modernization of RF Power
Innovative Application of RF Power
TM
External Use 19
RF Power: In Your Daily Life
Our Products
Amplify RF Signals and Deliver:
• High Power
• High Linearity
• High Efficiency
Portfolio Range:
• From 1.8 MHz to 4.0 GHz
• From 0.1W to 1.25kW
• Cellular
• Air Traffic Control
• Land Mobile
• Cooking
• Healthcare
• Plasma Welding
• FM Radio
TM
External Use 20
RF Industrial Momentum
Freescale RF offers best performing solutions for focus Industrial markets
• Land Mobile
• 6 New Airfast 12V and 7.5V products
• Compact reference circuits
• Air Traffic Control
• 5 new products with Ref design
• kW final stage, 2 stage IC for ADS-B
• RF Heating & Cooking
• Transition from tubes to solid state
• 3 new products and enablement
TM
External Use 21
Growth Through Market Expansion
• Key Drivers:
− Data Explosion Cellular and Industrial impact
− Conversion to Solid State
− Consumer Electronic Equipment Upgrades
− Analog to Digital Conversion (Two-way Radios)
− Land Mobile Radio: Complete portfolio revamp & new portable solutions
• FM
• VHF TV
• UHF TV
Broadcast
• Handheld
• Vehicle
• Base stations
Land Mobile Radio
• Distance Measuring
• Transponders
•L-band / S-band
Radar
Commercial Aerospace
• CO2 lasers
• Plasma generation
• MRI
• And many more
ISM (Industrial, Scientific, Medical)
TM
External Use 22
Land Mobile
Enabling Customers through use of
RF Power
− High Power Mobile
Highest performing product line in
industry
Complete range of solutions across
power and frequency
Reference circuits for all radio bands
− Handhelds
3 new products targeting the portable
space
Clear Competitive Advantage
Performance & Solutions
Power
Amplifier Pre- driver
Driver
Mobile Radio Portable Radio
PA
+Driver
TM
External Use 23
ATC
Enabling Customers through use
of RF Power
− L-band
Complete portfolio, highest
performance
Industry highest power,
• 2 new kW+ products this year
Differentiated IC for ADS-B
Clear Competitive Advantage
Performance and solutions
Radar ADS-B
Transponder
MRF6V12500H
MRF6V10010N
MMG3014N
TM
External Use 24
Microwave Heating & Cooking
Enabling Customers through use of
RF Power
− Consumer & Commercial
Growing high performance portfolio
Industry highest efficiency in development
Plastic for thermal performance
Fully integrated reference solutions in
development
− Industrial
High power, low frequency products
available
Clear Competitive Advantage
Performance and Tools
High End MWO Plastic Welding
TM
External Use 25
Microwave Heating & Cooking: Differentiators C
on
ve
rsio
n A
cc
ele
rati
on
Control Enabled RF
TM
Confidential and Proprietary 10
2.45GHz Ref Design: 250W, Single Feed
• 250W @ 2.45GHz
• Single antenna or feed interface
• Integrated MCU − Kinetis MCU + Signal Generator + Receive Path
• Closed loop features
− Real time delivered power measurement
− Mismatch detection
− Temperature and voltage sensing
• Availability 2H2014
TM
Confidential and Proprietary 11
2.45GHz Ref Design: 500W, Single Feed
• 500W @ 2.45GHz With Power
Boost
• Single antenna or feed interface
• Integrated MCU
− Kinetis MCU + Signal Generator +
Receive Path
• Closed loop features
− Real time delivered power
measurement
− Mismatch detection
− Temperature and voltage sensing
• Availability 2H2014
TM
Confidential and Proprietary 12
2.45GHz Ref Design: 500W, Dual Feed
• 500W @ 2.45GHz
• Dual antenna or feed interface
• Integrated MCU
− Kinetis MCU + Signal Generator +
Receive Path
• Closed loop features
− Real time delivered power measurement
− Mismatch detection
− Temperature and voltage sensing
− Phase shifting or phase detection
• Availability 2015
Integrated
Reference Designs
RF Components
EVB & Tools
TM
External Use 26
Microwave Heating & Cooking: Applications
• Wide range of application domains
− Consumer, commercial, industrial
• Wide range of end product requirements
− Frequency, power, efficiency, integration
• Solid state performance has reached
comparable level with magnetron
• Solid state RF power devices can operate
in closed loop control architectures
− Intelligently controlled energy improves process
effectiveness, and opens new applications
TM
External Use 27
RF Power Tool
• Make it easier to choose, and use
Freescale RF Products
− Portability:
Enables FAE’s, Technical Sales, Distributors
to demonstrate FSL products in the field
− Use-ability:
Lowers the customer RF expertise required
Lowers the instrumentation complexity
needed to participate in RF power
applications
Purpose built to work with Freescale RF
power products and key RF power functions
− Economical:
Small fraction of a full RF bench
instrumentation
Kinetis MCU + RF www.freescale.com/RFPOWERTOOL
TM
External Use 28
RF Made Simple
• Reference Circuits: 150 reference circuits and growing
Fully tested circuits, product
samples
• Modeling ADS and SPICE modeling capability
• RF Application Development
Tools Enabling accelerated RF
development with RF Power Tool
(Kinetis+RF)
TM
External Use 29
Market Leadership and High Performance Products
Why We Win
• Products
− Extensive LDMOS portfolio in the industry
− Best performing LDMOS (Airfast & Rugged E
series)
− World class RF power plastic packaging
− Tremendous LDMOS HVIC capability
− Exceeding 15 new products in aerospace, ISM,
Land Mobile and Broadcast
• Support
− RF technology/product longevity (10/15 years)
− Industry’s best systems and apps support
− Growing line of tools, eval boards, RF ref circuits
− Long reliability/MTTF history
TM
External Use 30
Designing with Freescale
Tailored live, hands-on
training in a city near you
2014 seminar topics include
• QorIQ product family update
• Kinetis K, L, E, V series MCU product training
freescale.com/DwF
TM
© 2014 Freescale Semiconductor, Inc. | External Use
www.Freescale.com