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RichWave Technology Corp. Investor Presentation Pro (release 13) Cat 10:450Mbps RF4CE Range (m) LORA...
Transcript of RichWave Technology Corp. Investor Presentation Pro (release 13) Cat 10:450Mbps RF4CE Range (m) LORA...
Richwave confidential 2
Company Overview A leading & innovative wireless RF IC design company Founded: January 2004 Listed in TSE: November 2015 Capital: NT$549 millions Products Evolution:
2005~2007
2008~2011
2012~2017
21 dBm SiGe PA for 802.11b/g, 2.4/5GHz Analog AV Transceiver
WiFi Switch, GaAs HPA, FEM for 802.11b/g/n, 2.4GHz Digital FM Transceiver, SoC for MP4 Video Codec
WiFi FEM, PA, Switch, LNA for 802.11ac, LTE SW& LNA in Cellular 3G/4G, Femto, Surveillance Transceiver, Digital FM/AM Tuner
Suwon
Shanghai
Taipei
Chupei
Shenzhen
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Expanding Portfolios and Scope
Technologies
SOI CMOS SiGe GaAs
Products
Scope
Power Amplifier
Low Noise Amplifier
Switch
Front-End Module
Antenna Tuner
FM/ AM
Wireless Video
350 Customers
200 Patents
270 Products
80M pcs/month
shipping
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11ac Boost RF Components Demand
*Need high power PA
11ac (3x3)
11n (1x1)
11n (3x3)
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Today’s Wireless Landscape
6
0.01 1 10 100 1000 10,000
WBAN (1)
WPAN (10)
WLAN (100)Local Area
WAN (>1000)City and Nation
Data Rate (Mbps)
NFC ZigBee
BLE
Bluetooth
Proprietary
2.4GHz
Sub-GHz
WiFi
802.11n4x4 MIMO(~600Mbps)
802.11ac4x4 MIMO(~6.9Gbps)
802.11ax8x8 MIMO(~9.6Gbps)
Cellular
5GmmWave(~10Gbps)
4G
3G
LTE-A relesse 10 Cat 4: 150Mbps Cat 6: 300MbpsLTE-Advance Pro (release 13) Cat 10:450Mbps
RF4CE
Range (m)
LO
RA
FCC: licensed Spectrum 28 to 40 GHz Phase Array
5G Network
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Content Value Increasing
1x1 2x2 3x3 4x4 8x8
Output Power Content Value ($$)
MIMO Migration
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IEEE 802.11 wireless LAN Standard—802.11ax (HEW)
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802.11ax vs. 802.11ac PHY
SPEC. ITEMS 802.11ac 802.11ax
Frequency Bands (GHz) 5 2.4 and 5
Channel BW (MHz) 20, 40, 80, 80+80, 160 20, 40, 80, 80+80, 160
FFT Size 64, 128, 256, 512 256, 512, 1024, 2048
Sunbcarrier Spacing (KHz) 312.5 78.125
OFDM Symbol Duration (us) 3.2+0.8/0.4 CP 12.8+0.8/1.6/3.2 CP
Highest Modulation 256QAM 1024QAM
Data Rates (Mbps) 433 (VHT80, SISO) 6933 (VHT160, 8x8 MIMO)
600.4 (VHT80, SISO) 9607.8 (VHT160, 8x8 MIMO)
EVM (%) for RFFE 1.8 0.7
802.11ax HEW (High Efficiency WLAN)
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WiFi the Main Growth Driver FEM growth from 18% in Q416 to 23% in Q117. Mostly from 11ac contribution. PA growth from 14% in Q416 to 17% in Q117. Expanding main stream products will strengthen product portfolio.
Gateway and Routers Embedded devices Smartphone
PA/FEM for 11ax will be launched in 2H17.
0
400
800
1200
1600
2014 2015 2016 2017Q1
1,059 1,319
1,529
438
Unit: NT$ Million
Source: Qualcomm
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Our WiFi 802.11ac Win by Performance Output Power
L
H
Data Connected Video Stream
Parameter RichWave Ref. Pout @1.8% EVM, 11ac 20dBm 19dBm
Parameter RichWave Ref. Pout @1.8% EVM, 11ac 22.5dBm 22.5dBm
Parameter RichWave Ref Pout @1.8% EVM, 11ac 16dBm 16dBm
Parameter RichWave Ref. Pout @3% EVM, 11ac 27dBm 26dBm
Parameter RichWave Ref. Pout @3% EVM, 11ac 26dBm 26dBm
5GHz FEM
2GHz FEM
Set-top box
IOT
Data Connected
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Why is RichWave FEM/PA adopted by System customers? =>Win by EVM!
Low EVM Longer distance reception & quality And 802.11ax foundation
EVM
40dB (<~1%)
35dB (1.8%)
32dB (3%)
0.6Gbps 802.11n
4x4 MIMO
6.9Gbps 802.11ac
8x8 MIMO
9.6Gbps 802.11ax
8x8 MIMO
Peak Throughput
22.5dBm RichWave part
RichWave vs 11ac vs 11ax
EVM floor and EVM win
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Complete WiFi Solutions
Antenna output 5GHz 11ac
5GHz 11n
2GHz 11ac
2GHz 11n
PA/LNA/SW V V V V
FEM (PA+LNA+SW) V V V V
FEM(LNA+SW) V V V V
Enterprise FEM (PA+LNA+SW) V V V V
Mobility FEM (PA+LNA+SW) V V V V
Main Chipset (5GHz)
Main Chipset (2.4GHz)
CPU
LNA PA SWITCH
LNA PA SWITCH
LNA PA SWITCH
LNA PA
LNA PA SWITCH
LNA PA SWITCH
LNA PA SWITCH
LNA PA SWITCH
SWITCH
Diplexer/ Filter
PFEM
FEM
Source: D-Link
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LTE Growth in Diversity Path LTE LNA ship in Taiwan and China brands Launch high-T switch and next-gen. small form-factor LNA. Smart phone requires better sensitivity, more LTE LNA need.
0
30
60
90
2015 2016 2017Q1
48
74
30
0
1
5
LTE SW LTE LNA
Unit: NT$ Million
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Broadcasting and Wireless Video Keep expanding in broadcast and wireless video. FM continue win in Korea flagship phone. FMAM start shipping in clock radio. Wireless long-distance HD video ship to smart home, car backup, drone… with our proprietary transceiver. Unit: NT$ Million
0
150
300
2015 2016 2017Q1
164
295
65
156
239
51
FM Wireless Video
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Unit: NT$ Million
Trend in Net Sales & Units
Unit: Million pcs
0
400
800
1200
1600
2000
2400
2012 2013 2014 2015 2016 2017Q1
860
1,113
1,382
1,716
2,161
591
302 420
564 656
823
201
Revenue Shipment
+24%
+29.4%
+24%
+26%