industrial & iot edge processing: teach-in

15
EXTERNAL NXP, THE NXP LOGO AND NXP SECURE CONNECTIONS FOR A SMARTER WORLD ARE TRADEMARKS OF NXP B.V. ALL OTHER PRODUCT OR SERVICE NAMES ARE THE PROPERTY OF THEIR RESPECTIVE OWNERS. © 2021 NXP B.V. 17 MARCH 2021 Ron Martino Senior Vice President & General Manager Edge Processing INDUSTRIAL & IoT EDGE PROCESSING: TEACH-IN

Upload: others

Post on 28-Nov-2021

6 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: INDUSTRIAL & IoT EDGE PROCESSING: TEACH-IN

EXTERNAL

NXP, THE NXP LOGO AND NXP SECURE CONNECTIONS FOR A SMARTER WORLD ARE TRADEMARKS OF NXP B.V.

ALL OTHER PRODUCT OR SERVICE NAMES ARE THE PROPERTY OF THEIR RES PECTIVE OWNERS. © 2021 NXP B.V.

1 7 M A R C H 2 0 2 1

Ron MartinoSenior Vice President & General Manager

Edge Processing

INDUSTRIAL & IoT EDGE PROCESSING: TEACH-IN

Page 2: INDUSTRIAL & IoT EDGE PROCESSING: TEACH-IN

2

FORWARD LOOKING STATEMENTS

This document includes forward-looking statements which include statements regarding NXP’s business strategy, financial condition, results of operations, and market data, as well as any other

statements which are not historical facts. By their nature, forward-looking statements are subject to numerous factors, risks and uncertainties that could cause actual outcomes and results to be

materially different from those projected. These factors, risks and uncertainties include the following: the duration and spread of the COVID-19 outbreak, its severity, the actions to contain the virus or

treat its impact, and how quickly and to what extent normal economic and operating conditions can resume; market demand and semiconductor industry conditions; the ability to successfully introduce

new technologies and products; the demand for the goods into which NXP’s products are incorporated; trade disputes between the U.S. and China, potential increase of barriers to international trade

and resulting disruptions to NXP's established supply chains; the ability to generate sufficient cash, raise sufficient capital or refinance corporate debt at or before maturity to meet both NXP's debt

service and research and development and capital investment requirements; the ability to accurately estimate demand and match manufacturing production capacity accordingly or obtain supplies from

third-party producers; the potential impact of the outbreak of COVID-19 on NXP's business, operations, results of operations, financial condition, workforce or the operations or decisions of customers,

suppliers or business customers; the access to production capacity from third-party outsourcing partners and any events that might affect their business or NXP’s relationship with them; including the

outbreak of COVID-19 or the requirements to suspend activities with customers or suppliers because of changing import and export regulations; the ability to secure adequate and timely supply of

equipment and materials from suppliers; the ability to avoid operational problems and product defects and, if such issues were to arise, to correct them quickly; the ability to form strategic partnerships

and joint ventures and to successfully cooperate with alliance partners; the ability to win competitive bid selection processes; the ability to develop products for use in customers’ equipment and

products; the ability to successfully hire and retain key management and senior product engineers; and, the ability to maintain good relationships with NXP's suppliers. In addition, this document

contains information concerning the semiconductor industry and NXP’s market and business segments generally, which is forward-looking in nature and is based on a variety of assumptions regarding

the ways in which the semiconductor industry and NXP's market and business segments may develop. NXP has based these assumptions on information currently available, if any one or more of these

assumptions turn out to be incorrect, actual results may differ from those predicted. While NXP does not know what impact any such differences may have on its business, if there are such differences,

its future results of operations and its financial condition could be materially adversely affected. There can be no assurances that a pandemic, epidemic or outbreak of a contagious diseases, such as

COVID-19, will not have a material and adverse impact on our business, operating results and financial condition in the future. Readers are cautioned not to place undue reliance on these forward-

looking statements, which speak to results only as of the date the statements were made. Except for any ongoing obligation to disclose material information as required by the United States federal

securities laws, NXP does not have any intention or obligation to publicly update or revise any forward-looking statements after the date of this event, whether to reflect any future events or

circumstances or otherwise. For a discussion of potential risks and uncertainties, please refer to the risk factors listed in our SEC filings. Copies of our SEC filings are available on our Investor Relations

website, www.nxp.com/investor or from the SEC website, www.sec.gov.

Page 3: INDUSTRIAL & IoT EDGE PROCESSING: TEACH-IN

3

NEW AGE – EDGE COMPUTING

~$500 BILLIONTOTAL SEMICONDUCTORS

~$250 BILLIONTOTAL SEMICONDUCTORS

~$150 BILLIONTOTAL SEMICONDUCTORS

INTELLIGENTEDGE

SMART PHONES

CLOUD COMPUTING

LAPTOP / DESKTOP

MOBILE PHONES

GAMING CONSOLES

HOME AUDIO / VIDEO

50 BILLIONSMART CONNECTED

DEVICES BY 2025

Page 4: INDUSTRIAL & IoT EDGE PROCESSING: TEACH-IN

4

“THE PROCESSOR IS THE FIRST DECISION A

DEVELOPER MAKES IN ANY SYSTEM AND THUS

CREATES A LOCK-IN DUE TO SOFTWARE

STICKINESS; AND ALLOWS NXP TO CROSS-SELL

ITS PORTFOLIO, AS ANY SMART SYSTEM WOULD

REQUIRE POWER, ANALOGUE

AND CONNECTIVITY.”

EXANE S.A. (09-JUL-2020)

Leading supplier of edge

processors with high

growth and profitability

NETWORK EDGENetwork Computing

APPLICATION EDGEIndustrial & IoT

CLOUDData Centers

10’S TO 100’SOF MILLIONS

BILLIONS

MILLIONS

NETWORK

IoT INDUSTRIAL

Building

GatewaysLocal

Servers

Base Station &

Access Points

Home

Gateway

Appliances Smart Home

Devices

Wearables

Building &

Energy

Healthcare

Factory

Automation

Industrial

HMI

Machine Vision

Transportation

& Mobility

POS

Home

Control

NXP STRENGTH – SERVING

THE FAST-EXPANDING

INTELLIGENT EDGE

BENEFITS OF INTELLIGENT EDGE

Enhances quality of experience

Protects data privacy

Reduces cloud dependency & power

Decreases total cost of ownership

Reduces application latency

Page 5: INDUSTRIAL & IoT EDGE PROCESSING: TEACH-IN

5

REAFFIRMING NXP’S FASTER -THAN-MARKET GROWTH OPPORTUNITY

SEP 2018 ESTIMATEINVESTOR DAY 2018

MAR 2021 ESTIMATEINDUSTRIAL & IoT TEACH-IN 2021

INDUSTRIAL &

IoT SAM

REVENUE

GROWTH

NXP GROWTHESTIMATED

2018-2021

8-11%

CAGR

NXP GROWTHESTIMATED

2020-2023

8-11%

CAGR

#1 in Microcontrollers #1 in Industrial Apps Processors* Top 3 in Industrial & IoT Connectivity

Processors + attach

Connectivity, Analog, Security

Sources: WSTS, Omdia, Gartner, NXP CMI

* excluding camera logic ASSP

Processors

2018E 2019E 2020E 2021E

$28B

$33B

2018 2019 2020 2021E 2022E 2023E

$34B

$29B$34B

2018 2021E 2020 2023E

Page 6: INDUSTRIAL & IoT EDGE PROCESSING: TEACH-IN

6

EMPOWERINGTHE EDGE PRODUCT

LONGEVITY, QUALITY

& RELIABILITY10-15 YEARS

GUARANTEED SUPPLY

EXTENDED TEMPERATURE RANGE

LEADERSHIPBROAD MARKET

SUPPORTDIVERSE ECOSYSTEM PARTNERS

EXTENSIVE REFERENCE DESIGNS

CHANNEL ACCESS

SOLUTIONS & PROFESSIONAL SERVICES

SCALABLEPLATFORMS

DEVELOPMENT EFFICIENCY

CUSTOMER RETENTION

NXP DIFFERENTIATORS FOR THE INTELLIGENT EDGE

COMPLETESYSTEM-LEVEL

OFFERINGENERGY EFFICIENCY

& SECURITY

CONNECTIVITY & ANALOG ATTACH

Page 7: INDUSTRIAL & IoT EDGE PROCESSING: TEACH-IN

7

ESSENTIAL FOUNDATION FOR INDUSTRIAL AND I oT EDGE

EdgeLock TM SECURITY SOLUTIONS

SOFTWARE DEVELOPMENT KITS TURN-KEY SOLUTIONS

FIELD APPLICATIONS ENGINEERING & CUSTOMER SUPPORT TEAMS

HETEROGENEOUSCOMPUTING

ENERGY EFFICIENTPROCESSING

MACHINELEARNING

USER EXPERIENCE(GRAPHICS, VOICE, AUDIO)

CONNECTIVITY

Page 8: INDUSTRIAL & IoT EDGE PROCESSING: TEACH-IN

8

SCALABLE COMPUTE PLATFORMSDIFFERENTIATED SOFTWARE

ENABLEMENT & SERVICES

EDGE MLAUDIO & VOICE

SOLUTIONSSECURITY SERVICES

DEVICE LIFECYCLE MANAGEMENT

CLOUD PLATFORM EXAMPLES

SECURITY CONNECTIVITY GRAPHICSAUDIO/VIDEO

NETWORKING

ANDROID LINUXREAL-TIME OPERATING SYSTEM

(FREERTOS, AZURE RTOS, ZEPHYR)

Crossover MCUs

CORTEX-M CORES

CORTEX®-MCORTEX®-M

Traditional MCUs

CORTEX®-M

Embedded Flash

I/Os

Applications Processors

HETEROGENEOUS

DOMAIN COMPUTING

CORTEX®-M

AUDIOMEDIA2D & 3D

GRAPHICSVOICE TOUCH

SENSING CAMERA

CORTEX®-A

BROAD CONNECTIVITY PORTFOLIO

Pe

rfo

rma

nce

& P

ow

er

Functional Integration

Wi-Fi

TSN end nodes

TSN switch

Wi-FiBLE

ZigbeeThread

TSN end nodes

TSN switch

Wi-FiBLE

ZigbeeThreadBLE

ZigbeeThread

COMPLETE PORTFOLIO FOR THE INTELLIGENT EDGE

Page 9: INDUSTRIAL & IoT EDGE PROCESSING: TEACH-IN

9

FROM LOCAL INTELLIGENCE TO CONTEXTUAL AWARENESS

SENSE THINK ACT

HUMAN ENVIRONMENT INITIATION COLLABORATIVE

INTELLIGENCE

CONTEXTUAL RESPONSE

ENHANCED eIQ™ ML DEVELOPMENT ENVIRONMENT

SHARE WORKLOAD

VISION RECOGNITION

MULTI-OBJECT RECOGNITION

NATURALLANGUAGE

PROCESSING

ANOMALYDETECTION

ALERT OWNERS/AUTHORITIES

ARM HOME MONITORING

SENSORS

CAMERA VOICE GESTURE

Gyrometers

Accelerometers

Sound sensors

Touch sensors

Page 10: INDUSTRIAL & IoT EDGE PROCESSING: TEACH-IN

1 0

EDGE PROCESSING NEWS DRIV ING THOUGHT LEADERSHIP

Secure time-sensitive

communications for IoT

A WORLD THAT ANTICIPATESAND AUTOMATES

NXP SHOWS FIRST DETAILS OF EDGE AI i.MX9 PROCESSOR

NXP INVESTS IN AU-ZONE TO ENHANCE MACHINE LEARNING CAPABILITIES

NXP eIQ Machine Learning Software

Development Environment – NXP

SemiconductorBEST IN SHOW

AWARDS

Dual-Core Micro Pushes 1 GHz

to Handle AI Chores

Crossover applications processors

feature enhanced security28nm FD-SOI i.MX8 TARGETS LOW POWER

NXP Announces CC-Link IE TSN

Support and its First Cloud-

Secured, Microsoft Azure Sphere-

Certified Processor

PROCESSING HAS MOVED TO THE EDGE. NOW IT’S BECOMING MORE “AWARE” SAYS NXP

Page 11: INDUSTRIAL & IoT EDGE PROCESSING: TEACH-IN

1 1

Battery

PROCESSOR AT THE HEART & NXP ATTACH PORTFOLIO TO BECOME ONE -STOP -SHOP

Processor

NFC

Reader

Security

NXP Technology

SMART CAMERAHOME CONTROL PANEL

Connectivity

Secure

Element

(Discrete)

Processor

High-speed

Multiplexer

High-speed

Switch

Voltage Level

Translator

Wi-Fi

Video Amp

PMIC

Display

HDMI

Memory

Cards

I2C Bus

Expander

Real Time

Clock

Temperature

Sensor

LCD

Driver

LED

DriverNFC

Ethernet

Audio / Video

Signal

ConditionerUSB Type-C

Home

Entertainment

Lighting

Heat

Metering

Air

Conditioning

Major Home

Appliance

Power and

Battery

Management

Touch

DisplayMIC

Page 12: INDUSTRIAL & IoT EDGE PROCESSING: TEACH-IN

1 2

SMART HOME

Fit-for-purpose scalable processors

Wireless connectivity

ML & multi-sensory interaction

Data privacy, Safety, Security

Comprehensive software

SMART ENERGY

SECURE ACCESS

SMART LIGHTING

INTELLIGENT IRRIGATION

SMART APPLIANCES

SMARTSENSORS

SECURE CONNECTIVITY

HOME ENTERTAINMENT

WEARABLES

Wi-Fi

Page 13: INDUSTRIAL & IoT EDGE PROCESSING: TEACH-IN

1 3

SMART ENERGY INFRASTRUCTURE

MACHINE VISION

AUTOMATED VEHICLES

ROBOTIC CONTROLS

SECURE, PRECISION CONNECTIVITY

Scalability with common software

Industrial safety & security

Wired & wireless connectivity

ML, Machine Vision, Intuitive GUIs

5G

Wi-Fi 6

METROLOGY & CONNECTIVITY

SMART FACTORY

Page 14: INDUSTRIAL & IoT EDGE PROCESSING: TEACH-IN

1 4

NXP UNIQUELY POSIT IONED FOR LEADERSHIP IN EDGE PROCESSING

Source: Gartner, Omdia, WSTS, NXP CMI

STRONG MARKET GROWTH UNIQUE NXP POSITION TRUE LEADERSHIP

Leadership in scalable, secure and

energy efficient edge processor portfolio

Differentiated software, enablement

and services

Complete system level offering with

connectivity and analog attach

Thought leadership and customer trust

> 25,000 diverse customer base

INDUSTRIAL & IoT REVENUE

NXP TARGETS

→ #1 IN MICROCONTROLLERS

→ #1 IN INDUSTRIAL APPS PROCESSORS

→ #1 IN SMART HOME

→ #1 IN SMART FACTORY

FOCUSED ON FAST GROWING SEGMENTS

+ =

IoT: SMART HOME, APPLIANCES, WEARABLES

INDUSTRIAL: FACTORY AUTOMATION,

BUILDING & ENERGY, HEALTHCARE

2020 2021E 2022E 2023E

$34B

$29B

2020 2023E

8-11% CAGR

Processors

Connectivity,

Analog, Security

Page 15: INDUSTRIAL & IoT EDGE PROCESSING: TEACH-IN

1 5