panel discussion. wireless technology trends panel discussion guest speaker introductions round of...

Panel DiscussionPanel Discussion



Wireless Wireless Technology Technology

TrendsTrends


Guest Speaker Introductions

Round of Preset Questions

Partner Questions

Agenda


Mr. Tony HsuSr. Director of Marketing Atheros Communications

Dr. Sean Coffey, Ph.D.Director, Standards & Business DevelopmentRealtek

Guest Speaker


•Atheros Communications is a global leader in innovative technologies for wireless and wired communications products.

•Atheros was founded in May 1998

•Atheros went public in 2004

Guest Speaker


Atheros Communications is a global leader in innovative technologies for wireless and wired communications products.

Culture of innovation and cost leadership

Core competency – connectivity solutions in standard digital CMOS Leading provider of WLAN, Ethernet, PLC, GPS and BT Consistent track record of growth Expanding product portfolio and channels

Atheros OverviewAtheros Overview

Driving Highly Integrated Connectivity PlatformsDriving Highly Integrated Connectivity Platforms

2

003

to 2

009

CAGR 3

6%

Revenue in $ Millions

184170

302

87

417

472

20042003 20062005 2007 2008 2009

542

Q1 215

2010

TVs & Consumer DevicesPCs

Access PLCPoints Products Handsets

Q2

238

*Guidance issued and effective as of July 19, 2010.*Guidance issued and effective as of July 19, 2010.

Q3 Q3 245 - 255245 - 255* *

9 months 698 - 708*


Networking revenues up 17% sequentially in Q2– Continuing strong adoption of 11n WLAN by customers– Transitioning Carriers from 11g to Atheros 11n today– Strong growth of AMP™ PLC by retail and carrier customers– Increasing demand for Atheros’ Gigabit Ethernet switches

Strong transition to Align and XSPAN 11n solutions– Align 1-stream enabling new value-oriented retail products– XSPAN driving mid/high-end retail routers and carrier gateways– Strong carrier momentum to support data/voice/video triple-play– Enterprises upgrading to XSPAN 11n

Increasing adoption of expanding ETHOS Ethernet portfolio– Low-power PHYs and LOMs– Fast and Gigabit Ethernet switches (integrated and standalone)

Powerline communications (PLC) leader– Launching multiple hybrid PLC/WLAN/Ethernet router platforms

Networking BusinessNetworking BusinessNetworking BusinessNetworking Business

7

Computing 28%

Consumer 18%

Networking 54%


Mr. Tony HsuSr. Director of Marketing (Networking Business Unit)Atheros Communications

Guest Speaker

•Bachelor of Science degree from the University of California,

Los Angeles (UCLA)

•MBA from the University of California, Berkeley (Haas)

•17+ years networking, systems, and silicon products general

management and marketing experience

•Prior to joining Atheros, Tony was Senior Director of Marketing

with Greenfield Networks, a semiconductor startup focused on

delivering advanced Ethernet switching solutions for the Metro-

Ethernet markets

•Mr. Hsu has also served in a variety of marketing management

roles at Marvell and Texas Instruments



Dr. Sean CoffeyDirector, Standards & Business DevelopmentRealtek Semiconductor Corp.

Guest Speaker


-10-

Realtek Corporate Profile

• Founded: 1987 • Capital: US$149 Million • Headquarters: Hsin-chu, Taiwan• Employees: 1,600• Subsidiaries: China/Japan/USA • Products:

– Communications Network ICs– Computer Peripheral ICs– Multimedia ICs

– www.realtek.com


-11-

- NIC (WW No.1)/PHYs- Switch Media Converter Controller/Gateway Controller- Wireless LAN Controllers and AP/Router SoC - ADSL2+ CPE SoC- VoIP Solutions - DTV demodulator

- PC High Definition Audio Codecs (WW No.1)- Class-D Amplifier- Consumer Audio Codecs- Clock Generators- Card Reader Controllers (WW No.1)- Web Camera Controllers

- LCD Monitor Controllers- LCD TV Controllers- Digital Media Processor

Communications Network

Multimedia

Computer Peripheral

Realtek Product Lines


Dr. Sean CoffeyDirector, Standards & Business DevelopmentRealtek Semiconductor Corp.

Guest Speaker

• PhD, Electrical Engineering, California Institute of Technology

• Key contributor for IEEE 802.11g and IEEE 802.11n

• Vice-Chair, Wi-Fi Alliance VHT5G (= IEEE 802.11ac) Marketing Task Group

• Realtek representative in IEEE 802.11ac, IEEE 802.11ad and WiGig Alliance, among others


Panel Panel QuestionsQuestions




Guest Speaker


Panel Questions

2-




Guest Speaker


Panel Questions




Guest Speaker


Panel Questions


Panel Questions

1- Tony (confirm with Sean)- In the

wireless Consumer and SOHO markets,

what new technologies will be released to

market (not released to by your company)

over the next 12 months?


Panel Questions

2 (SUPPORT SLIDE) – Sean - We have 150Mbps

wireless n (1x1), 225Mbps wireless n (1x2), 300Mpbs

wireless n (2x2), 300Mbps dual band (2x2-2.4GHz and

5GHz), 450 Mbps wireless n (3x3), 450Mbps dual band

(3x3-2.4GHz and 5GHz). Out of all of these performance

categories, which to you still envision will be offered to

the market in 5 years and which do you see as transitional

technologies that will no longer be offered in 5 years?


Panel Questions

3 Tony - When will 600Mbps solutions

be launched to the market – By brands like

TRENDnet not by chipset providers?


Panel Questions

4 (Sean)- We have a number of different

flavors of 802.11n technology as well there

are 2 new technologies that are making

waves. They are 802.11AC and 802.11ad.

(show a few slides). Can you help explain

802.11AC technology?


Panel Questions

5 (Tony) - What are real life applications

of 802.11AC technology?


Panel Questions

6 (Sean) - What are the limitations of

802.11AC?


Panel Questions

7 (Tony) - Will 802.11AC be more

popular in the Consumer or Enterprise

markets?


Panel Questions

8 (Sean) - When do you envision

brands like TRENDnet launching 802.11AC

solutions to the market?


Panel Questions

9 (Tony) - Will 802.11AC displace any

existing 802.11n technology, or will this just

be another wireless option to choose from?


Panel Questions

10 (Sean) - Can you help explain

802.11ad technology?


Panel Questions

11 (Tony) - What are real life

applications for 802.11ad?


Panel Questions

12 (Sean) - What are the limitations of

802.11ad?


Panel Questions

13 Tony - Will 802.11ad be more popular

in the Consumer or Enterprise markets?


Panel Questions

14 Sean - When do you envision brands

like TRENDnet launching 802.11ad

solutions to the market?


Panel Questions

15 Tony- Will 802.11ad displace any

existing 802.11n technology, or will this just

be another wireless option to choose from?


Panel Questions

16 Sean- There is a new Wireless group

called WiGig. This group is promoting

WiGig technology. What is the difference

between WiGig and 802.11ad?


Panel Questions

17 Tony- Where do you see WiGig in 5

years?


Panel Questions

18 Sean- Do you envision wireless

solutions on the market that will offer

802.11n, 802.11ac, and 802.11ad all in one?


Panel Questions

19 Tony (confirm w/ Sean) - 3-5

years from now what wireless technology

do you envision laptop brands will integrate

in:

A) Entry level laptops

B) Gaming laptops

C) High end business laptops


Panel Questions

20 Sean (confirm w/ Tony ) - 3-5

years from now: What wireless technology

will be integrate in the following platforms:

Droid

iPhone

Blackberry


Panel Questions

21 Tony (confirm w/ Sean) - 3-5

years from now what wireless technology

will be integrated in media controllers such

as:

AppleTV

GoogleTV

Western Digital’s future media player


Panel Questions


Panel Questions

23- WiMax and LTE based 4G is growing

exponentially. In many markets 4G providers are

offering solutions directly to consumers. All they

need is a dongle and they are connected to the

Internet. This type of solution may have a great

effect on all of the wireless solutions that we have

talked about. On the consumer side, please share

with us your prediction of consumer offerings and

adoption globally?


Panel Questions

24- For consumers with existing land line

internet connections, do you see a

compelling offer that would have them

transition to a 4G internet connection?


Panel Questions

25- MOCA is a technology that networks

devices over existing Co-Axial cable lines.

Do you see this technology taking off over

the next 5 years?


Panel Questions

26- Powerline solutions use existing

electrical lines to connect devices and

access the Internet. Powerline is very

popular in some countries, such as France,

and not popular in others. Do you see this

trend continuing over the next 5 years?

What countries or regions will have the

highest adoption rates over the next 5

years?


Panel Questions

27- Will television providers integrate

Powerline into their televisions over the

next 5 years?


Panel Questions

28- The Federal Communications Commission

(in the US) voted unanimously this September to

approve the final rules for tapping into unused

broadcast TV spectrum, known as white spaces,

for new wireless broadband networks and

devices.


Panel Questions

28 Cont.- This new spectrum could bring

broadband service to rural and remote regions

outside of current providers' coverage areas, while

also unleashing a flood of new wireless devices.

This is an exciting and a potentially highly

disruptive technology.

What effect do you see this having on the

emergence of WiMax and 4G offerings?


Panel Questions

29- Do you see the re-allocation of White Space

for occuring in other regions or countries?


Panel Questions

30- In the US, what brands would you envision

as providing viable a White Space solution?

Google?

AT&T?

AOL?

Others?


Panel Questions

31- What effect would White Space technology

have on the digital home as we know it today?


Panel Questions

32 - Tell us about TGad or Stream-based

roaming.


Thank YouThank You

panel discussion. wireless technology trends panel discussion guest speaker introductions round of...

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channels atheros overview

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