mobile wireless m2m value proposition product … wireless m2m value proposition product portfolio...
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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
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
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44
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99
122
0
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60
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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.
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. 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
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 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.
29
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