Wireless Infrastructure Market Overview

Wireless Infrastructure
Overview
Wireless Infrastructure
Market Update
SPRL085C
Wireless Makes Communication and
Infotainment More Personal & Portable …
Receive or send an electronic
postcard or video clips
Downloading a multi-media
traffic report or find the
nearest restaurant/bar
Play games
Download music & multimedia
24/7 “anytime/ anywhere”
corporate intranet access
Conduct secure
transactions
Technologies Come Together for a True
“Unwired” Experience
Bandwidth
UWB
50 Mbps
802.11
High Speed
Wireless LAN
10 Mbps
Fixed
Broadband
Wireless
WCDMA
w/With
HSDPA
Reach
1 Mbps
25 Metres
5 Metres
Bluetooth
100 Metres
3G (W-CDMA; IS2000
EDGE, 1x Evolution)
384 Kbps
2.5G (GPRS, EDGE
IS2000 1X)
2G (GSM, IS95)
10 Kbps
In Km
Data Will Drive Global Service Revenues Growth
Total growth rate
yearly - 14%
Mobile data services business
expected to grow ~50% yearly
Messaging
12 %
Transaction
Services
1%
Advertising
5%
Data and
Messaging
7%
Business
Services
6%
Infotainment
(Games & music)
4%
Other
Infotainment
4%
Voice
93 %
2001
Total 370 BEUR
Source: Nokia June 2002
2006
Total 720 BEUR
Voice
68 %
Data Messaging – Ushering in the Data Era
Key Features
SMS
EMS
MMS
(short message service)
(enhanced message service)
(multimedia message service)
EMS
MMS
SMS
Format
Plain text, black
Plain text, simple graphics
and sound
Freeform text, graphics,
photos, audio and video
Message length
160 character
Upper limit on message
size
No limit on size
Recipients
Nearly all GSM phones,
other standard mobiles
Mobile phones supporting
EMS
Mobile phones supporting
MMS
Communication
channel
SS7 signaling channel
SS7 signaling channel
Traffic channels; IP signaling
standards and internet content
standards
Terminal/service
penetration
Nearly all GSM phones
and others
Very low EMS handset
penetration
No MMS phone
penetration
Wireless Migration to 3G
2G
2.5G - Today
PDC
GSM
GSM
J-WCDMA
TD-SCDMA
TD-SCDMA
WCDMA/
UMTS
GPRS
IS136
IS95
3G - Next
EDGE
IS-2000 1X
IS-2000 1XEV
Overview of Wireless Network
Mobile Switching
Center
RNC
BTS
BTS
PSTN
BTS
RNC
BTS
BTS
Service GPRS
support node
IP Network
SGSN
GGSN
Gateway GPRS
support node
Core Network
Transcoding
BTS
RNC
BTS
BTS
BTS
Radio Access Network Baseband Transceiving
Infrastructure Demand Continues to Grow
1,383
1,825
(M)
2,007
($B)
1400
In Millions
1,149
1200
Subscribers
1149
1,614
Infrastructure Demand Supply Chasm Grows
933
722
933
1000
1,383
80
722
800
205
60
65
479
600
400
100
61
310
$59.5
40
200
52%
29%
22%
22%
17%
13%
10%
2000
2001 2002
2003E 2004E 2005E 2006E
0
Annual
Growth
Source: EMC-Databases
1999
2000
2001
2002
2003E
20
Projected UMTS Launch Timetable
750
820
In Billions
580
400
250
60%
45%
29%
9%
22%
2001
2002E
2003E
2004E
2005E
Annual
Growth
Number of Launches
1,000
Source: CSFB Research
1998
Source: EMC-Databases, Morgan Stanley Research
Global Minutes of Use
2000
1997
18
16
14
12
10
8
6
4
2
0
Q302 Q402 Q103 Q203 Q303 Q403 Q104 Q204 Q304 Q404
Source: Carrier Forecasts & EMC-Databases Research September 02
Wireless Infrastructure
Global Wireless Subscriber Forecast
UMTS/W-CDMA Deployment Projections
NA
Commercial
Experimental
Prototype
China
Commercial
Experimental
Prototype
Japan
Mass Deployment
Commercial
Experimental
Prototype
Mass Deployment
Europe
Region
Mass Deployment
Commercial
Experimental
Prototype
2001
2002
2003
Time
2004
2005
3G Expands Semiconductor Opportunity
70,000
Global Wireless CAPEX & 3G
Infrastructure Spending
60,000
50,000
40,000
30,000
20,000
10,000
0
1999A 2000A 2001A
Global Wireless CAPEX
2002E 2003E
2004E 2005E
3G/W-CDMA Revenues
(%)
20
18
16
14
12
10
8
6
4
2
0
% of Total CAPEX
Source: Morgan Stanley Research Nov 02, Other Estimates
Global Wireless Infrastructure Hardware
Market By Technology Generation
($M)
40,000
WW Wireless Infrastructure SC TAM
($)
5,000
4,500
4,000
3,500
3,000
2,500
2,000
1,500
1,000
35,000
500
30,000
25,000
0
20,000
15,000
2000 2001 2002
2003 2004 2005 2006
10,000
Power Amps
RF
Data Acquisition
5,000
ASIC / FPGA
DSP
Microprocessor
Memory
Power
Misc
0
2000
2001
2002
Total 2G
Source: iSuppli, Q4 02
2003
2004
Total 2.5G
2005
2006
2007
2008
Total 3G and beyond
Source: Forward Concepts, 4Q02
Market Requires Specific
Wireless Infrastructure Products
Carrier Needs
Subscriber
growth
Profitability
Reduced churn
through compelling
applications
Future proof
networks
OEM Needs
Lower total
cost of
ownership
Quick
deployment of
new features
Reduced
time-to-market
Quality and performance
Low power systems
Flexibility
TI Wireless
Infrastructure Products
Enable high-capacity
infrastructure and
lower cost per channel
Highperformance
Single programming
platform
Flexible
hardware/software
partitioning
TI’s Long Term Investment & Commitment
to the Wireless Infrastructure Market
Hundreds of
Million $
investments
Wireless
Infrastructure
dedicated
business unit
Unitrode
Leverage of
Handset knowhow
Power Trends
1999
2000
C6203 DSP
designed for
infrastructure
2001
2003
2002
C6416 DSP designed
for wireless
infrastructure
GC5016 Programmable
up/down converter
TCI1x
DUC/DDC
TCI1x
Infrastructure
Platform
TI Offers a Broad Portfolio of Products
Analog & Mixed Signal
DSP
ASIC/
ASSP
Software
Software
Timing/
Interface
Digital
Baseband
Timing/
Interface
Back plane/ Uplink
Transcoding / VoP
Power Management
DDC
ADC
DUC
DAC
IF
LNA
IF
IF
RF
IF
PA
IF
DSP
Standard Linear and Logic
Software
Software
DSP
TMS320C6416
ASIC
HighPerformance
Analog
Interface &
Timing
Power
TCI100: World’s Fastest DSP
Designed for Wireless Infrastructure
Highest performance DSP
TCI100
TCP
Utopia 2
or
McBSP 2
EMIF 64
EMIF 16
McBSP 0
McBSP 1
Enhanced DMA Controller
GPIO8
z
Timer 1
z
Timer 2
z
L1P Cache
16 KBytes
L2 Cache/Memory 1M Byte Total
PCI
or
HPI32
VCP
Timer 0
Optimized WI features
z
z
z
z
C64x
DSP Core
(720 MHz)
Increased channel density
720 MHz
Leading Edge 90nm Technology
Viterbi and Turbo co-processors
Higher system integration
Lower cost per channel
Lower power per channel
TM
Improved validation tests
increase customer satisfaction
z
L1D Cache
16 KBytes
PLL
GPIO8
Power Down
Logic
z
Validation throughout
design cycle
Code and Pin compatible with
600MHz C6416 DSP
TI Announces the New TCI Baseband
Platform
TMS320TCI100 DSP
Highest performance DSP
tailored for WI
TMS320TCI110
Customizable receive
chip-rate ASSP
customized for UMTS
TCI110
TCI120
TMS320TCI120
Customizable transmit
chip-rate ASSP
customized for UMTS
Customizable Solution Maintains
OEMs’ Ability to Differentiate
Channel
gain
TCI120
TCI110
Offset
Number
of users
Fingers
per user
OEM A
B
Search
window
sizes
Accumulation
lengths
High-performance,
programmable DSP
Flexible hardware under
DSP software control
TI Offers Experienced, Flexible System Level
Integration Capability and Services
Third-Party Tools
SLI Architect
Service
Time Builder (TM)
Modules
Time Cell
SR40
SR50
Libraries
I/Os, Gates
Support,
Docs,
Apps, Training
P&R
TimePilot
(TI + Third-Party
Tools)
3rd Party
Third
party
Int
Ext
TI Covers Full Spectrum:
Hardware to Software
Competitive Positioning
Texas Instruments
Competitor 5
Competitor 4
Competitor 3
Competitor1
Competitor 2
SW
DSP
DSP + ASIC
ASIC
5%
80%
15%
Customer Distribution
HW
TI Offers a Broad Portfolio of Analog Products
Power
Power Management
Solution for
- Chassis level
- Board level
Types
- Modules
- Discretes
Digital Up/Down Converters
Data Converters
- Narrowband
- Wideband
- Filters
- Communication
- High resolution
- RS232/422/485
- LVDS
- 1394/Firewire
- SERDES Xmit/Rx
- Gigabit ethernet
- GTLP
Timing
- Drivers
- Synthesizers
- PLL
- Timers
Timing/
Interface
Interface
DDC
DUC
ADC
DAC
IF
IF
IF
LNA
RF
IF
Amplifiers
- High speed
- IF amp
Standard Linear and Logic
PA
IF
RF Products
- IQ modulator
- Synthesizers
PA Linearization
- Crest factor reduction
- Digital pre-distortion
Standard Logic & Linear
- Drivers/ switches
- Bus logic
- Voltage translators
The Complete Solution for
Wireless Infrastructure
Systems Expertise
„
Strategically focused system development team
Silicon
DSP
Support
Software
„
TMS320C6416
„
ASIC
Interface &
Timing
HighPerformance
Analog
Power
Shipping Today
Technology
Developer’s Kit
Web-based user
guides and technical
information
„
Application notes
„
Third-party network
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