SEMICONDUCTOR INNOVATION IN THE IOT ERA · Mark Chen Broadcom Country Manager & Senior Director of...

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.


AGENDA

Industry Growth Drivers

The Internet of Things

The Internet of Vehicles

The Road Ahead


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?

© 2015 Broadcom Corporation. All rights reserved. 4


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


THE INTERNET OF THINGS

Home Automation

Smart Devices

Wearables

Medical IoT

Internet of Vehicles (IoV)


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


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


Nearly 1,000 Chips per Vehicle by 2020


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



ON THE ROAD WITH

WIRELESS CONNECTIVITY



WIRELESS AUTO CONNECTIVITY CHIPS ON THE RISE


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


WIRELESS CONNECTIVITY IS A KEY ENABLER FOR IOV

Wi-Fi

Bluetooth

NFC

GNSS


LTE


WIRELESS APPLICATIONS EXPANDING

DSRC

LF/UHF

BLE

DSRC/ETC

Cellular/LTE

GNSS

FM

NFC

NFC

13


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


ON THE ROAD WITH

AUTOMOTIVE ETHERNET



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


Source: Strategy Analytics Oct 2015


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


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


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



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


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

!

!

!

!

!

!

! !

!


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



AUTOMOTIVE ETHERNET GAINING MOMENTUM


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


THANK YOU

SEMICONDUCTOR INNOVATION IN THE IOT ERA · Mark Chen Broadcom Country Manager & Senior Director of...

Documents

Transcript of SEMICONDUCTOR INNOVATION IN THE IOT ERA · Mark Chen Broadcom Country Manager & Senior Director of...