Wired and Wireless Momentum - Xilinx

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. @ Copyright 2019 Xilinx Wired and Wireless Momentum Liam Madden, EVP and GM

Transcript of Wired and Wireless Momentum - Xilinx

Page 1: Wired and Wireless Momentum - Xilinx

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@ Copyright 2019 Xilinx

Wired and Wireless MomentumLiam Madden, EVP and GM

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@ 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.

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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

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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

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Enabling End-to-EndCommunications Infrastructure Upgrades

Central Office& Telco Cloud

Access

Network

Metro and

Transport

Networks

Wireless

Cable / Broadband

Automotive

HyperscaleData Center

HyperscaleData Center

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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

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Sockets

More silicon content

More base stations

Spectrum

Spectrum diversity

Technology complexity

Share

Global OEM footprint

Broad product offering

Why Xilinx Wins at 5G

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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

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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

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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

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Baseband

4G 5G

Radio

ADC/

DAC

ASIC ASIC

Growth Driver: ~2x Silicon Content

TELCO DC DISTRIBUTED UNIT

10

ADC/

DAC

(1) Xilinx Estimates

(1)

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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

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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

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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

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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

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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

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Summary

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Summary

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