delivering in mobileimages.philips.com/is/content/philipsconsumer... · 10/21/2015 · shift of...
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Delivering in Mobile
Mario RivasExecutive Vice President Communications BusinessesSemiconductor Division
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Semiconductors 2Semiconductors
Delivering in mobile
• The mobile Connected Consumer• Successes of the past year • Seizing the system solutions growth area• Future growth drivers• Positioning for growth in China• Update on RFID
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Semiconductors 3Semiconductors
The next PCyour Personal Communicator
• The mobile phone: one of the largest catalysts of change in our lifetime
• Today, it enables us to share experience and increase personal productivity
• Tomorrow: the personalized device in connected environments
• Multimedia features, MP3, FM, cameras, etc., will drive future growth
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Semiconductors 4Semiconductors
Delivering in mobile
• The mobile Connected Consumer• Successes of the past year • Seizing the system solutions growth area• Future growth drivers• Positioning for growth in China• Update on RFID
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Semiconductors 5Semiconductors
Recent successes - mobile
• Nexperia™Mobile adopted by market-leading customers
• Nexperia Mobile Multimedia Processor in Sony Ericsson’s P800
• JV with Datang and Samsung to drive TD-SCDMA
• USB On-The-Go solution selected by Sony for its new CLIÉ
handheld device
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Semiconductors 6Semiconductors
Connected Consumer markets in mobile
Source: Dataquest, Display Search, Frost&Sullivan – 2002/2003
MOBILE
Digital cordless baseband devices
RF Identification (contactless chips)
Display modules
Smart card ICs
GSM baseband devices
Wireless connectivity
#1
#1
#2
#2
#3
#3
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Semiconductors 7Semiconductors
7%
53%
9%
6%
25%
Cellular Terminals CordlessCellular Infrastr. ConnectivityOther
Balanced Segment Communication Sales by Application & Region (excl. MDS)
Sales by Application Type Sales by Region
Source: Philips based on 2003 H1 sales
63%
4%
33%
Europe Asia Pacific North America
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Semiconductors 8Semiconductors
Delivering in mobile
• The mobile Connected Consumer• Successes of the past year(s) • Seizing the system solutions growth area• Future growth drivers• Positioning for growth in China• Update on RFID
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Semiconductors 9Semiconductors
Mobile phone system solutions market
0
10
20
30
40
50
60
70
80
90
100
2000 2001 2002E 2003E 2004E 2005E 2006E
Source: CSFB 12/02
% o
f han
dset
uni
ts s
hipp
ed
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Semiconductors 10Semiconductors
Nexperia™MobileCellular System Solutions
• Including our Nexperia Mobile Multimedia Baseband, 1 out of 6 GSM/GPRS phones has a Philips base band in 2003
• Well on our way to 1 out of 10 GSM/GPRS phones based on Nexperia Cellular System Solution
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Semiconductors 11Semiconductors
Fisio 330BeDJ 530
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Semiconductors 12Semiconductors
Delivering in mobile
• The mobile Connected Consumer• Successes of the past year • Seizing the system solutions growth area• Future growth drivers• Positioning for growth in China• Update on RFID
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Semiconductors 13Semiconductors
In cellularshift of key components and value capture
2006
Philips offering
RF
Baseband
PMU
Microphone / Speaker
Keypad
Display Module(panel+light)
Memory
ApplicationProcessor
Imaging Device(Still/Video Camera)
Companion chips
Display Drivers
Battery
So
ftware
Companion chips include:display controllergraphicsvideo & audio chipsSIM card chip Bluetooth or 802.11NFC GPS, etc.;
does not include display drivers
Primary function is to transmit and process audio and visual data; applications are downloadable/ programmable
Sources: MDS, ARC; Datamonitor; PD-C, MC
2002
RF
Baseband
Memory
Display Module
Microphone / Speaker
Keypad
PMU/Battery
Display Drivers
So
ftware
PA
Primary function is to send and receive voice; only pre-set applications
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Semiconductors 14Semiconductors Source: Philips MRT Cellular, July 2003
Growth opportunitiesPenetration of multimedia features in handsets
0
25
50
75
100
2002 2003 2004 2005 2006 2007
MP3
Camera
FM Radio
MMS
JAVA phone
MPEG-4 encoder /decoder
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Semiconductors 15Semiconductors
Nexperia Mobile Multimedia Processor
• Philips strengths in multimedia come to mobile through features, applications and services– Digital pictures (camera)– Digital video– Mobile gaming– MMS (integrated browser)– Bluetooth– PDA / Organizer functions– Digital audio
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Semiconductors 16Semiconductors
Imaging / video solutions
• Technology leader in CMOS embedded camera phones and image processing with complete range of flexible solutions
• MPEG4 hardware/software and camera sensors/modules
• Wafer Level Packaging with Integrated Lens
• Leading new developments – Automatic zooming (by electrical manipulation
of liquids on micron scale)
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Semiconductors 17Semiconductors
Audio
• FM radio: Global leader in FM radio withthe smallest solution, almost 100% market share
• MP3: Small, low-cost, easy-to-integrate MP3 solution (10x10 mm in 2003)
• Acoustic features: Handset speech/music enrichment algorithms (LifeVibes family)
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Semiconductors 18Semiconductors
Audio - speakers
• Global leader in Telecom acoustic solutions for mobile phones and PDA’s (2002: 50% market share)
• Technology leadership and acoustic competence– Setting industry standards in miniaturization: 8 and 13 mm speakers
• OEM / ODM Customer partnering in all business levels– Application support, advanced acoustic simulation technique – Brief time to high volume and customisation, volume flexibility– Excellent quality and prices at market level
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Semiconductors 19Semiconductors
Growth opportunities -Mobile displays
Source: DisplaySearch
In M
illio
n U
S$
0%
20%
40%
60%
80%
100%
2003 2004 2005 2006 2007
LTPSA-SiCSTNMSTN
• From monochrome to color• From passive to active matrix
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Semiconductors 20Semiconductors
Mobile displays
• Unique position: in-house solutions from drivers to complete modules
• First to demonstrate and ship PolyLEDmodules
• Market leader in telecom LCD modules with broad range of display technologies
• Complete color modules to support Nexperia Cellular System Solutions
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Semiconductors 21Semiconductors
Mobile displays
• Continuous innovation through leading research processes……– Color STN LCD Technology used
in Motorola T720 phone
• Improvements to front-of-screen performance, power consumption, size and cost
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Semiconductors 22Semiconductors
0
25
50
75
100
2002 2003 2004 2005 2006 2007
NFC
A-GPS
Bluetooth
USB
WLAN low power
Growth opportunitiesPenetration of connectivity features in handsets
Source: Philips MRT Cellular, July 2003
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Semiconductors 23Semiconductors
Wireless connectivity as a driver for mobile multimedia
• Partnership with Sony to develop NFC (Near Field Communication) technology
• Licensing agreement with Ericsson for Bluetooth 1.2 solution
• Bluetooth wireless technology- 20% market share 2002
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Semiconductors 24Semiconductors
Wireless connectivity (continued)
• Low power 802.11b solution– The lowest standby power consumption– Smallest form factor– Lowest bill of materials / highest
integration
• High performance 802.11a/g chipset– Highly integrated solution– Industry’s highest throughput– Built-in “detect and connect”
functionality
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Semiconductors 25Semiconductors
GSM front-end module 80mm2
RF expertise
• Applying our strength in RF– Cellular (2/2.5/3G), digital cordless,
NFC, Bluetooth, 802.11x, UWB, RFID
• Extensive in-house RF design expertise
• Process technologies for cost optimization and integration, System-in-a-Package (SiP)
• Modular approach, with roadmap to full radio module
BT radio module 36mm2
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Semiconductors 26Semiconductors
Power management solutions
• Differentiating technology for intelligent power management in Nexperia Mobile
• Clear cost leadership through in-house low-cost mixed-signal high voltage CMOS technologies
• Ability to integrate all mixed-signal functions onto a single analog baseband chip
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Semiconductors 27Semiconductors
Delivering in mobile
• The mobile Connected Consumer• Successes of the past year(s) • Seizing the system solutions growth area• Future growth drivers• Positioning for growth in China• Update on RFID
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Semiconductors 29Semiconductors Source: Philips MRT Cellular
End-user cellular handset consumptionworldwide and in China
By 2005, almost 50% of worldwide cellular handset productionwill be in HK/China
Mill
ions
uni
ts
0
100
200
300
400
500
600
700
800
2001 2002 2003 2004 2005 2006 2007
ProductionWorldwideChina
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Semiconductors 30Semiconductors
Nexperia Cellular System Solution support
6 locations with over 250 engineers• Shenzhen, Shanghai ,Beijing, Taipei
– Started in 1999 for local GSM customer support and strongly backed up by our expert teams world wide
– Expertise in BB, RF, MMI, industrialization, validation, field test
• Bangalore– SW expertise center involved in MMI, GSM and GPRS stacks
• Le Mans center for GSM system expertise– Originating from former PCC – Essential GSM patent holder and active player since the beginning
of the GSM story– Expertise in GSM handset product development and telecom terminals
manufacturing
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Semiconductors 31Semiconductors
0
10
20
30
40
50
60
70
2004E 2005E 2006E 2007E 2008E
WCDMACDMA2000TD-SCDMA
China’s own 3G standardTD-SCDMA
3G market penetration forecast
Source: Norcon
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Semiconductors 32Semiconductors
• GSM/GPRS system solutions• IC Design• IC manufacturing
Introducing T3G - a new joint venture
T3G is likely to provide the world’s first complete TD-SCDMA chipset solution, reference design and the associated software
Philips Datang
Samsung
• Handset production design• Handset manufacturing
• TD-SCDMA Intellectual property
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Semiconductors 33Semiconductors
Delivering in mobile
• The mobile Connected Consumer• Successes of the past year(s) • Seizing the system solutions growth area• Future growth drivers• Positioning for growth in China• Update on RFID
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Semiconductors 34Semiconductors
Access, GatesServices Keys, Security Locks, Privacy,Convenience
Identificationthe locks and keys for the Connected Consumer
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Semiconductors 35Semiconductors
Recent successes - RFID
• MoU signed with VISA on contactless payment
• Supply Chain Management in Metro Future Store
• MIFARE for public transport used in London Transport and over 40 cities in China
• Keyless entry for automotive key brands
• Vienna Technical Museum for an interactive digital museum visit
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Semiconductors 36Semiconductors
ID - Where are we today?
• Automotive– number one in passive keyless entry
/ keyless go and tire pressure monitoring
• Smart cards– number one in banking and
payment, transport ticketing and contactless and dual-interface ICs
• Tags and labels– growing our business by partnering
with the retail industry• Readers
– number one in contactless reader ICs and contact reader ICs for set-top boxes
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Semiconductors 37Semiconductors
IDThe way ahead• Continue to position with
established partners
• Maintain momentum to introduce new products and base technology
• Build on more than 500 million Philips RFID ICs already sold worldwide
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Semiconductors 38Semiconductors
Conclusion
• Capable of providing a full systems solution
• Emphasis on multimedia functionality
• Well positioned in China
• RFID continues to be a growth opportunity
• Traction of our Nexperia solutions
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Semiconductors 39Semiconductors
Fisio 330BeDJ 530
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