wired and wireless momentum - xilinx
TRANSCRIPT
.
@ Copyright 2019 Xilinx
Wired and Wireless MomentumLiam Madden, EVP and GM
.
@ Copyright 2019 Xilinx
Forward-Looking Statements
During the course of this presentation, we may provide projections or other forward-looking statements regarding
future events and/or future financial performance. Forward-looking statements and projections can be identified by
the use of words such as “expect”, “anticipate”, “believe”, and “estimate” and specifically include, without limitation,
information pertaining to Fiscal 2020 performance, longer-term revenue and profitability performance, and future
market developments, such as total available or total serviceable markets. Undue reliance should not be placed on
such forward-looking statements and projections, which speak only as of the date they are made. We undertake no
duty to update such forward-looking statements. Actual events and results may differ materially from those in the
forward looking statements and are subject to risks and uncertainties. We refer you to the documents the Company
files from time to time with the Securities and Exchange Commission, specifically, the Company’s last filed Form
10-K. These documents identify important risk factors that could cause actual results to differ materially from those
contained in our projections and other forward-looking statements.
Use of Non-GAAP Financial Information
This presentation contains both non-GAAP and GAAP numbers. We provide a reconciliation between non-GAAP
and GAAP numbers in the appendix to this presentation, as well as on our website at investor.xilinx.com.
© Copyright 2019 Xilinx, Inc. Xilinx, the Xilinx logo, Artix, Vivado, Kintex, Spartan, Virtex, Zynq, Alveo and other designated brands included
herein are trademarks of Xilinx in the United States and other countries. All other trademarks are the property of their respective owners.
2
.
@ Copyright 2019 Xilinx
Market Forces Driving Communications Growth
75
104
140
190
252
2018 2019* 2020* 2021* 2022*
Exab
yte
s P
er
Mon
th
Forecast: Global content delivery network internet traffic 2018–2022
Source: Cisco Systems; ID 267184 * indicates forecast
Content explosion
Complexity of networks increasing
Security and Analytics drive more Intelligence
2
.
@ Copyright 2019 Xilinx
Multiple Drivers Expanding WWG SAM
SAM expansion in the 5G era
Emergence of Mobile Edge Compute and Telco DCs
Wired network infrastructure upgrades required
ML/AI improves securityand optimizes network performance
FY20 FY24
$5.7B
$10.4B16%CAGR
3Source: IHS & Xilinx Estimates
.
@ Copyright 2019 Xilinx
Enabling End-to-EndCommunications Infrastructure Upgrades
Central Office& Telco Cloud
Access
Network
Metro and
Transport
Networks
Wireless
Cable / Broadband
Automotive
HyperscaleData Center
HyperscaleData Center
4
.
@ Copyright 2019 Xilinx
Lower Cost per GB Driving Operator Deployment of 5G
Spectrum Site Lease Power
5G’s wide band spectrum increases throughput (more Gb/$)
Massive-MIMO (mMIMO) makes much more efficient use of the allocated spectrum(more Gb/Hz)
Network Equipment Backhaul
LTE
Macro
LTE
Small Cell
5G
4GHz, 4T
5G
4GHz, 64T
5G
28GHz, 256T
$2.13
$1.28
$.45$.20
$.06
Cost per GB
5Source: Mobile Experts
.
@ Copyright 2019 Xilinx
Sockets
More silicon content
More base stations
Spectrum
Spectrum diversity
Technology complexity
Share
Global OEM footprint
Broad product offering
Why Xilinx Wins at 5G
6
.
@ Copyright 2019 Xilinx
Growth Driver: Spectrum Complexity
More allocated bands means morebase stations
Higher spectrum frequency (which limits range) means more base stations
2017 2018 2019 2020 2021 2022
5G4G3G2G
High Bands(24GHz–40GHz)New
Mid Bands(3.5GHz–6GHz)New
Mid Bands(1GHz–2.6GHz)Legacy
Low Bands(<1GHz)New/Legacy
7Source: Mobile Experts
.
@ Copyright 2019 Xilinx
Large scale events
thousands of users
Vehicle
communications
transport
infrastructure
Environmental
monitor & smart cities
Transport &
infrastructure
Improved residential
connections,
smart energy
High Bands
>24 GHz
Mid Bands
1-6GHz
Low Bands
<1GHz
Growth Driver: Spectrum Complexity
8
.
@ Copyright 2019 Xilinx
Growth Driver: ~50% More Base Stations
Deployment will occur in waves
Each geography has different requirements
5G NR BTS (Xilinx) 4G BTS (Mobile Experts)
0
200,000
400,000
600,000
800,000
1,000,000
1,200,000
1,400,000
1,600,000
1,800,000
2,000,000
1 2 3 4 5 6 7 8 9 10
5G NR vs 4G Base Station Ramp
Years
9
.
@ Copyright 2019 Xilinx
Baseband
4G 5G
Radio
ADC/
DAC
ASIC ASIC
Growth Driver: ~2x Silicon Content
TELCO DC DISTRIBUTED UNIT
10
ADC/
DAC
(1) Xilinx Estimates
(1)
.
@ Copyright 2019 Xilinx
Growth Driver: More Market Share
Technology leadership across 28nm, 20nm, 16nm
Specialized and Industry Changing RFSoC Family
Footprint in Every 5G Deployment Across the Globe
Versal Device Enabling Beamforming
Potential for ~30% More Market Share in 5G for Xilinx11
.
@ Copyright 2019 Xilinx
Xilinx Capitalizing on Massive 5G Opportunity
~50% more Base Stations
~2x more Socket Content
~30% more Market Share
WWG Normalized Revenue Opportunity
=
3 to 4X more $$ Opportunity
12(1) Xilinx Estimates
(1)
5G4G
.
@ Copyright 2019 Xilinx
Problem
Software cannot keep up with line rates
Solution
Xilinx UltraScale+ with integrated HBM
Benefit
>10x gains vs. software
Case Study IT Security Anomaly Detection
13
.
@ Copyright 2019 Xilinx
Problem
Changing specifications
Solution
Xilinx Zynq UltraScale + RFSoC with
integrated DAC/ADCs
Benefit
RFSoC only device today to support deployments
of DOCSIS3.1 with Full Duplex (FDX)
Case Study DOCSIS 3.1 Remote PHY
14
.
@ Copyright 2019 Xilinx
Problem
Much higher compute needed
in radio head
Solution
Xilinx Versal AI Core Series
Benefit4x more performance for traditional beamforming20x more performance for ML/AI based beamforming40% less power
Case Study Beamforming in 5G Radios
15
.
@ Copyright 2019 Xilinx
Summary
16
.
@ Copyright 2019 Xilinx
Summary
17