Inphi Moves Big Data Faster...Inphi Proprietary 5 Data and Traffic Are Growing Exponentially Data...
Transcript of Inphi Moves Big Data Faster...Inphi Proprietary 5 Data and Traffic Are Growing Exponentially Data...
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1Inphi Proprietary
Corporate Update
November 1, 2018
Inphi Moves Big Data Faster
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2Inphi Proprietary
This presentation is neither an offer to sell nor a solicitation of an offer to buy any of these securities and shall not constitute an offer, solicitation, or sale in any jurisdiction in which such offer, solicitation, or sale is unlawful. The notes and the shares of Inphi Corporation common stock issuable upon conversion of the notes, if any, will not be registered under the Securities Act of 1933, as amended (the “Act”) or any state securities laws, and unless so registered, may not be offered or sold in the United States except pursuant to an exemption from the registration requirements of the Act and applicable state laws. Any purchaser of such securities will be deemed to have made certain representations and acknowledgments, including, without limitation, that the purchaser is a “qualified institutional buyer” as defined in Rule 144A under the Act.
This presentation includes forward-looking statements relating to matters that are not historical facts, including, without limitation, statements regarding the Company’s Financial Results and Business Outlook, Inphi’s short and long term growth strategies, trends in IP traffic and technology adoption, the future sizes and anticipated growth of the networking infrastructure, cloud computing and data center markets, including geographic and market segment outlooks. In some cases, such forward-looking statements are identified by words such as “anticipate,” “believe,” “plan,” “estimate,” “expect,” “strive,” “future,” “intend” and similar expressions. Although Inphi’s management believes that the expectations reflected inthe forward-looking statements are reasonable, such statements involve known and unknown risks, uncertainties and other factors that may cause Inphi’s actual results to be different from any future results expressed or implied by these statements, including the risks and uncertainties described in the preliminary offering memorandum relating to the proposed offering report, and other filings with the U.S. Securities and Exchange Commission made from time to time. We caution you that no forward-looking statement is a guarantee of future performance, and you should not place undue reliance on these forward-looking statements which reflect the view of Inphi’s management only as of the date of this presentation. We assume no obligation to, and expressly disclaim any obligation to, update any forward-looking statements contained in this presentation as a result of new information or future events or developments.
In addition to U.S. GAAP financials, this presentation includes certain non-GAAP financial measures. These non-GAAP financial measures are in addition to, and not a substitute for or superior to, measures of financial performance prepared inaccordance with U.S. GAAP. See the Appendix for a reconciliation between each non-GAAP measure and the most comparable U.S. GAAP measure.
Safe Harbor Summary
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3Inphi Proprietary
Invest for growth with 75% engineering
Non-GAAP Revenue ($M)*
698 patents: high-speed analog and package design
Serve cloud, enterprise and service provider markets
Focus on high-speed data movement interconnects
Differentiate with broadband linear amplification and higher modulation opto-electronic solutions
Core competence in high-speed analog, DSP and optics
Inphi Leads in Optical and Networking Physical Layer
$35 $43$100
$193
$266
$348
2012 2013 2014 2015 2016 2017
Notes: Company data per finance, human resources & legal reports 10/2018 *Pro-forma, Non-GAAP revenue adjusted for continued operations of the sale of the memory business
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4Inphi Proprietary
Inphi HQ:Santa Clara, CA
Inphi Global Locations Support Customers and Attract Talent
Design CentersUSA: Irvine, Santa Clara,
Westlake VillageCanada: Ottawa, Vancouver
Argentina: CordobaUnited Kingdom: Northampton
Europe: HanoverAsia-Pacific: Singapore
Sales & SupportUSA: Austin, Chicago, Folsom,
Kansas City, Raleigh Santa Clara, Westlake Village
Europe: Milan, MunichAsia-Pacific: Beijing, Hsin-Chu,
Shanghai, Shenzhen, Wuhan, Tokyo
OperationsUSA: Santa Clara,
Westlake Village
Asia-Pacific: Malaysia, Singapore, Taiwan
Worldwide Offices in North America, Asia-Pacific, Europe
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5Inphi Proprietary
Data and Traffic Are Growing Exponentially
Data and Traffic
Explosion
Notes1. Smartphone users as of 20152. CAGR calculated from 2014 – 2019, for sources refer the references section3. Social Media users CAGR 2010-2020 estimate
▲44%Cisco Global Cloud Index
Video
Social
▲23%IDC
Smartphone Users
Cisco IoT White Paper
▲107%
IDC
▲10%
Cloud Services IoT
Cisco Visual Networking Index
▲33%Nokono
▲ 23%
Big Data
eMarketer
▲12%e-Commerce
Trends, Dec. 2015
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6Inphi Proprietary
New Trends Fuel Further Data and Traffic Growth
Chatbots
5G Wireless
Secure Cloud Autonomous Vehicles
Mixed, Virtual, Augmented Reality
Artificial Intelligence
New Media
New End User Trends, Oct. 2016
Data and Traffic
Explosion
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7Inphi Proprietary
Accelerating Needs for Massive Intra-DC Interconnects
Storage 1PB / Rack 1ZB / Rack
SecuritySecurity “of” and “in” the CloudEncryption for In-transit DataConfidential Computing
Serverless VM Container Serverless/Orchestration
Server Evolution3.2 GHz 4 GHz / Core16 Cores 128 Cores512G RAM 4T RAM / Server
Networking NIC: 1G 100GSwitch: 3.2T 12.8T
AI, Smart NIC 20-180 TeraFlops / Accelerator
Scale, Performance 100K+ Servers / DCMillions of Servers / Cloud Provider
Inside DC Trends, Jan. 2018
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8Inphi Proprietary
Data MovementData Manipulation
Processor, GPU, NIC, Switch Optical, Networking
Analog, Mixed Signal, DSPDigital
Inphi Leads in Data Movement Interconnects
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9Inphi Proprietary
Cloud Hardware and Software LayerAggregation Network
Connecting Data Centers
“The Data Center is the Computer™”
“The Data Center is the Computer™”
Cloud Hardware and Software LayerAggregation Network
“The Cloud is the Network™”
DCI Long Haul >600kmDCI Metro 100km-600kmDCI Edge 2km-100km
Inside DC500m-2km
Inphi Solves Data Movement Between & Inside Data Centers
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10Inphi Proprietary
Inphi Solves 5G Optical Data Movement for Backhaul Access, Aggregation and Core
Front Haul Back Haul
Access CoreAggregation
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11Inphi Proprietary
Long Haul / MetroData Movement Around the Globe
Between Data CentersData Movement Between Data Centers
Inside Data CentersData Movement Inside Data Centers
OpticalTransimpedance
Amplifier(TiA)
CoherentDSP CDR/PHY PAM
DWDM Optical Module
Reference DesignSilicon
PhotonicsGearbox
OpticalDriver
Inphi Leads in Data Movement Interconnects
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12Inphi Proprietary
Large Total Addressable Market (TAM)
Source: Inphi Estimates based on various market data
90 Million 10G/40G/100G Ports
Data Centers Cloud EnterpriseService Providers
Long Haul / Metro Between Data Centers Inside Data Centers
$3 Billion Interconnect TAM in 2020
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13Inphi Proprietary
Low PowerHigh Performance
Long Reach
Fast Time-to-market
Competitive Cost
Dedicated Customer Support
Best Quality
Complete Optical PHY Platform for Customer Success
L1 Optical PHY Platform
PAM DSPCoherent DSP
SiPhoor
Partner Optics
DriverTiA
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14Inphi Proprietary
Inphi Leads in Data Movement Interconnects
Long Haul / Metro Coherent
Between Data Centers
Inside Data Centers
TiA DriverPAMDSP
SiliconPhotonics
CoherentDSP
28/32/45/64 Gbaud
Gold Box, SMT, Bare Die
50G and 100G PAM
Platform: DSP, TiA, Driver
ASIC
M200
New
COLORZ
400G ZR
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15Inphi Proprietary
Inphi Strong Leadership from Comms/Optical
John Edmunds SVP, CFO
Loi Nguyen Founder, SVP, Optical Interconnect
Siddharth Sheth SVP, Networking Interconnect
Lawrence Tse SVP, Engineering
Charlie Roach SVP, Worldwide Sales
Radha Nagarajan CTO, Optical Interconnect
Sudeep Bhoja CTO, Networking Interconnect
Ford Tamer President and CEO
Ron Torten SVP, Operations and IT
Nariman Yousefi SVP, Coherent DSP
Oscar Agazzi VP Engineering, Coherent DSP
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16Inphi Proprietary
FujitsuTechnical
Advancement
Inphi Recognized for Excellence:10 New Awards for Quality & Technology in 2017-2018
New Emerging
Technology Supplier
2015
ECN Impact Awards
NeoPhotonicsSupplier of the Year
2015
SumitomoAwards
of Excellence HuaweiBest Quality
Company
FiberHomeCore Partner
Cisco
LightWaveInnovation Awards
Sumitomo Electronics Device Innovation (SEDI)
20152013
Best Partner Awards
2013-2016
2014Quad Linear
Driver
2016PAM4
2015
Excellence in EmergingTechnology Innolight
Innovation2015
COLORZCOLORZ400GbE PAM4Platform
2016PAM42018
16nm PolarisPAM4 Platform
2017 2017
2017
20182017
20172017
20172018Best
DeliveryAward
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17Inphi Proprietary
Innovation Drives Customer Success
200140G Differential Driver
Modulator Driver+
40G TIA
200928G Coherent TIA
+28 Gbps Differential Modulator Driver
201228G CMOS SERDES
+32G Linear
Modulator Driver
201445G Linear
Modulator Driver +
45G Coherent TIA +
PAM
2016COLORZ for 80km DWDM
+SiPho Platform for 100G Data Center
+Shipped 1M 100G
Coherent Amplifiers & Drivers+
64G Coherent TIA+
Lowest Power CDR+
400G CFP8 Platform(28nm PAM DSP /
Driver / TIA)
2015Smallest Form Factor
+SMT Linear Driver
+PAM 4
201764G Coherent Driver
+28G EML Linear Driver
+PolarisTM Platform
(16nm PAM DSP / Driver / TiA)+
M200 Low power Coherent DSP for Metro and Long Haul
+VegaTM DSP
16nm Retimer & Gearbox for LineCards
2018Porrima™ Platform
(Porrima 100/400G DSP + Driver + TiA)+
28G MMF Linear TiA + VCSEL Driver+
56G TiA & Driver+
CFEC Adopted as OIF ZR Standard
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Long Haul / Metro:
The Cloud is the NetworkTM
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19Inphi Proprietary
Coherent Long Haul/Metro Market Maturing
0
100,000
200,000
300,000
400,000
500,000
600,000
2014 2015 2016 2017 2018 2019
Coherent Port Forecast
Source: Cignal AI, September 2018
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20Inphi Proprietary
0%
20%
40%
60%
80%
100%
2012 2013 2014 2015 2016 2017 2018
Inphi Leads Transition from Limiting to Linear
10G 40G 100G 200G 400G 1T
TIA
Driver
Linear
Linear
Limiting
Limiting
Estimated market share of Linear Drivers for 100G – 1T
Limiting
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21Inphi Proprietary
Industry Leading Linear Coherent Solutions
Most Tier 1 OEMs use Inphi TiAs and Drivers
Inphi regarded as “gold standard” for quality
Inphi is first to market with next generation 64G linear TiA and driver solutions
100G/200G 400G/600G
Next-Gen 45/64GBaud TiA32GBaud Linear TiA
32GBaud Linear Driver 45/64GBaud Linear Driver
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22Inphi Proprietary
0.0
1.0
2.0
3.0
4.0
2010 2011 2012 2013 2014 2015 2016 2017 YTD Q3 2018
4M Coherent Units Shipped > All Competitors Combined
Industry First 200G Driver
Industry Smallest SMT 100G Driver
Industry First 100G TiA
Cumulative Shipments of Coherent TiA/Driver (M Units)
Industry First 400G/600G Driver
Industry First 400G/600G TiA
All references relate to coherent TiA/driver
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23Inphi Proprietary
Enter Metro
Take share with Linear
Ramping 100G CFP2-DCO and 200G CFP-DCO for Metro
Grow with both module and line card customers
Support partner products: SiPho, CFP DCO, CFP2 ACO, CFP2 DCO
Ramp new modulations: 16QAM and 64QAM
Growing Optical Interconnects Between Data Centers
Ports grow 20%, led by 100G CFP-DCO
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Between Data Centers:
Coherent DSP Solutions
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25Inphi Proprietary
M200 is Ramping to Production
Differentiation:Highest performance
16nm SoC 100G & 200G
Low power technology
EnablesCFP DCO, CFP2 DCO,
MSA, Line Cards
Framer & encryption integrated
Market share gain through
new Tier 1 customers
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26Inphi Proprietary
Growing Coherent DSP SAM
$-
$50
$100
$150
$200
$250
$300
$350
$400
$450
2018 2019 2020 2021 2022
DSP SAM ($M)
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27Inphi Proprietary
Inphi Supports Discrete, DCO and ACO Customers
Comprehensive product offering from Inphi:― Coherent DSP― Coherent TiA― Coherent Driver
High Performance Line Cards - Discrete
Modulator
Hybrid Optics
DSP Laser
Modulator
Hybrid Optics
DSP Laser
Modulator
Hybrid Optics
DSP Laser
Modulator
Hybrid Optics
Laser
ACO modules
Modulator
Hybrid Optics
DSP Laser
Modulator
Hybrid Optics
DSP Laser
DCO modules
TIA
TIA
TIA
TIATIA
TIA
Driver
Driver
Driver
Driver
Driver
Driver
DSP
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Between Data Centers:
DCI Edge Solutions
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29Inphi Proprietary
Data Center Moving Towards Distributed Architecture
Next-gen data centers build out is happening in metro
Distributed data center enables virtual mega data centers to be built in metro where space and power are limited
Major architectural shift in connecting distributed data centers with cost effective, low power 100G DWDM solutions
Mega Data CenterGlobal
Distributed Data Center Metro
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30Inphi Proprietary
Cloud Hardware and Software LayerAggregation Network
Connecting Data Centers
“The Data Center is the Computer™”
“The Data Center is the Computer™”
Cloud Hardware and Software LayerAggregation Network
“The Cloud is the Network™” 100Gb/s 80km4.5W
COLORZ Delivers 100G QSFP28 for 80km Data Center Interconnect
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31Inphi Proprietary
COLORZ Delivers Complete Solution for Time-to-Market
SiPhoOptics
LinearTiA,
Driver
PAM:DSP,ADC
ValidatedDesign
100G, QSFP28,
80km
LowerPower
LowerCost
100GSpeed
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32Inphi Proprietary
COLORZ Eco-System
COLORZ
Open Line System (OLS)Partners
Switch/RouterPartners
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33Inphi Proprietary
COLORZ Has Clear Power, Density and Cost Benefits
Mark Russinovich, Microsoft Ignite – September 29, 2017
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34Inphi Proprietary
COLORZ Efficiently Enables Massive Cloud Connectivity
Mark Russinovich, Microsoft Ignite – September 29, 2017
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Inside Data Centers:
The Data Center is the ComputerTM
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36Inphi Proprietary
-
5,000,000
10,000,000
15,000,000
20,000,000
25,000,000
2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023
Ethernet Optical Ports
Ethernet Switch / Optical Port Ramp by Speed
LightCounting: LC Ethernet Forecast, September 2018
10GSFP+
40GQSFP+
100GQSFP28
10G
100G
200G/400G
40G
200/400GQSFPDD/OSFP
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37Inphi Proprietary
Inside Data Center 100G+ Port Count
LightCounting: LC Ethernet Forecast, September 2018
-
5,000,000
10,000,000
15,000,000
20,000,000
25,000,000
30,000,000
2016 2017 2018 2019 2020 2021 2022 2023
100/200/400GbE Port Count
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38Inphi Proprietary
Data Center Transition to Fiber, DAC PHYs
Source: Inphi Estimates, Crehan Research, 2016
1G 10G 25G 40G 50G 100G 400G
BASE-TFiber / DAC
0%
100%
2010 2011 2012 2013 2014 2015 2016 2017 2018 2019
Estimated Capture Rate by Fiber/DAC into BASE-T PHY Share
BASE-T PHY
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39Inphi Proprietary
Distances, Speeds Drive Optics/Electrical Transition
Flexible reach with Single Mode Fiber & Multimode FiberCost Effective DSP-based PAM Optical Interconnects
Source: Corning
Mega Data Center
100m-2km connections
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40Inphi Proprietary
Data Center Switch/Optics TransitionsSw
itch
ASI
Cs
Elec
tric
alO
ptic
s
128/256x25GNRZ
Others….
4x25G (NRZ)
QSFP28
SR4
ER4
LR4
PSM4
CWDM4
CLR4ColorZ
PublicAnnouncements
3.2/6.4Tb
128/256x50GPAM4
8x50G (PAM4)
OSFP
QSFP‐DDDR4
FR4LR8ZR
FR8
SR8
Others….PublicAnnouncements
6.4/12.8Tb
128/256x100GPAM4
nx100G (PAM4)
12.8/25Tb
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41Inphi Proprietary
New 16nm CMOS PAM4 DSPs
Highest Performance PAM4 DSP
Integrated EML/VCSEL
Drivers10G-400G Backplane
RetimerIEEE FEC/PCS
400G QSFP-DD /
OSFPOptics
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42Inphi Proprietary
Inphi High-Speed SerDes Expertise
2011
10/28GbpsNRZ
2013
28GbpsNRZ
10G Retimers100G Gearbox
100GLow Power
CDR
2015
56GbpsPAM4
100GPAM4DSP
2017
56GbpsPAM4
400GPAM4DSP
2018
100GbpsPAM4
100/400GPAM4DSP
2019
100GbpsPAM4
800GPAM4DSP
Design Strong CMOS Background
Analog Mixed Signal
Digital Signal Processing (DSP)
Manufacturing Leading Supplier
Partnerships
Emphasis on Quality
ISO9000 Qualified
Leadership Next Generation Product
Developments
IEEE/OIF/MSA’s
![Page 43: Inphi Moves Big Data Faster...Inphi Proprietary 5 Data and Traffic Are Growing Exponentially Data and Traffic Explosion Notes 1. Smartphone users as of 2015 2. CAGR calculated from](https://reader033.fdocuments.net/reader033/viewer/2022053020/5f29e8f553712925ee7ec833/html5/thumbnails/43.jpg)
43Inphi Proprietary
Industry Leading NRZ and PAM Optical PHY Solutions
Enterprise Service Provider Data Center
Server Line Card
CFP CFP2/8 QSFP SFP OSFP andQSFP-DD
nx10G PHY
100G Gearbox
nx25G CDR
nx50G PAM
nx100G PAM
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44Inphi Proprietary
2012CFP 12W-24W
2014CFP2 12W-14W
2015 onwardsQSFP 3.5W
Roadmap to Lower Cost, Higher Density
400G Inflection
Lower Power Lower CostHigher Density
2012N x 10G SFP
25/50G PAM Server Inflection
N x 25/50G SFP
Router
Switch
Server
2015 onwardsQSFP 3.5W
400G Inflection
QSFP DD
PAM4
OSFP
CFP8
QSFP DD
PAM4
OSFP
PAM4
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45Inphi Proprietary
Polaris™ 400G MMF Platform
8 λ 50G
8
8
OSFP/QSFP-DD 400GE
8
8
8*50GPAM4
8*50GPAM4
400G PAM4 Retimer
8x50GAUI(VSR)
8:8Retimer 8xPAM4
Regulators & Supervisory Micro & REFCLK, etc.
IN015050
IN2814 (x2)
TOSAOptical
MuxDRVDRV
Laser
ROSA
PD ArrayIN2865TA (x2) OpticalDemux
TIATIATIATIATIATIATIATIATIA
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46Inphi Proprietary
Polaris™ 400G SMF Platform
8 λ 50G
8
8
OSFP/QSFP-DD 400GE
8
8
8*50GPAM4
8*50GPAM4
400G PAM4 Retimer
8x50GAUI(VSR)
8:8Retimer 8xPAM4
Regulators & Supervisory Micro & REFCLK, etc.
IN015050
IN2834 (x2)
TOSAOptical
MuxDRVDRV
Laser
ROSA
PD ArrayIN2864LP (x2) OpticalDemux
TIATIATIATIATIATIATIATIATIA
![Page 47: Inphi Moves Big Data Faster...Inphi Proprietary 5 Data and Traffic Are Growing Exponentially Data and Traffic Explosion Notes 1. Smartphone users as of 2015 2. CAGR calculated from](https://reader033.fdocuments.net/reader033/viewer/2022053020/5f29e8f553712925ee7ec833/html5/thumbnails/47.jpg)
47Inphi Proprietary
TOSA
ROSA 4*100GPAM4
PD Array
8
8
QSFP-DD/OSFP/COBO 400GE
4
4
4*100GPAM4
8*50GPAM4
400G PAM4
8x50G PAM4(VSR)
8:4SerDes
4x100GPAM4
IN010050
DRV
LaserlaserDRV
Laser
DRV
LaserlaserDRV
Laser
TIATIATIATIA
Regulators & Supervisory Micro & REFCLK, etc.
Porrima™ 400G SMF Platform
4
4
OptMux
OptDemux
IN5630/34
IN5664TA
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48Inphi Proprietary
Porrima™ 100G SMF Platform
TOSA
ROSA 1*100GPAM4
PD
4
4
QSFP-28 100GE
1*100GPAM4
4*25GNRZ
100G PAM4
4x25G NRZ
(VSR)
4:1SerDes
1x100GPAM4
IN010025
DRV
Laser
TIA
Regulators & Supervisory Micro & REFCLK, etc.
IN5630
IN5661TA
![Page 49: Inphi Moves Big Data Faster...Inphi Proprietary 5 Data and Traffic Are Growing Exponentially Data and Traffic Explosion Notes 1. Smartphone users as of 2015 2. CAGR calculated from](https://reader033.fdocuments.net/reader033/viewer/2022053020/5f29e8f553712925ee7ec833/html5/thumbnails/49.jpg)
49Inphi Proprietary
Leading solutions for 400G OSFP and QSFP-DD
PAM4 based switches shipping – market enabled
Inphi solution with PAM4 DSP, TIA, and Driver
Inphi design wins on multiple modules and linecards
Address both single and multi-mode fiber
Partner with VCSEL, DML, EML and SiPho optics
Growing Networking InterconnectsInside Data Centers and for Service Providers
Products focused on 100G, 200G, 400G port growth
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Thank You