Panel Discussion Panel Discussion
Dec 25, 2015
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Wireless Wireless Technology Technology
TrendsTrends
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Guest Speaker Introductions
Round of Preset Questions
Partner Questions
Agenda
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Mr. Tony HsuSr. Director of Marketing Atheros Communications
Dr. Sean Coffey, Ph.D.Director, Standards & Business DevelopmentRealtek
Guest Speaker
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•Atheros Communications is a global leader in innovative technologies for wireless and wired communications products.
•Atheros was founded in May 1998
•Atheros went public in 2004
Guest Speaker
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Atheros Communications is a global leader in innovative technologies for wireless and wired communications products.
Culture of innovation and cost leadership
Core competency – connectivity solutions in standard digital CMOS Leading provider of WLAN, Ethernet, PLC, GPS and BT Consistent track record of growth Expanding product portfolio and channels
Atheros OverviewAtheros Overview
Driving Highly Integrated Connectivity PlatformsDriving Highly Integrated Connectivity Platforms
2
003
to 2
009
CAGR 3
6%
Revenue in $ Millions
184170
302
87
417
472
20042003 20062005 2007 2008 2009
542
Q1 215
2010
TVs & Consumer DevicesPCs
Access PLCPoints Products Handsets
Q2
238
*Guidance issued and effective as of July 19, 2010.*Guidance issued and effective as of July 19, 2010.
Q3 Q3 245 - 255245 - 255* *
9 months 698 - 708*
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Networking revenues up 17% sequentially in Q2– Continuing strong adoption of 11n WLAN by customers– Transitioning Carriers from 11g to Atheros 11n today– Strong growth of AMP™ PLC by retail and carrier customers– Increasing demand for Atheros’ Gigabit Ethernet switches
Strong transition to Align and XSPAN 11n solutions– Align 1-stream enabling new value-oriented retail products– XSPAN driving mid/high-end retail routers and carrier gateways– Strong carrier momentum to support data/voice/video triple-play– Enterprises upgrading to XSPAN 11n
Increasing adoption of expanding ETHOS Ethernet portfolio– Low-power PHYs and LOMs– Fast and Gigabit Ethernet switches (integrated and standalone)
Powerline communications (PLC) leader– Launching multiple hybrid PLC/WLAN/Ethernet router platforms
Networking BusinessNetworking BusinessNetworking BusinessNetworking Business
7
Computing 28%
Consumer 18%
Networking 54%
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Mr. Tony HsuSr. Director of Marketing (Networking Business Unit)Atheros Communications
Guest Speaker
•Bachelor of Science degree from the University of California,
Los Angeles (UCLA)
•MBA from the University of California, Berkeley (Haas)
•17+ years networking, systems, and silicon products general
management and marketing experience
•Prior to joining Atheros, Tony was Senior Director of Marketing
with Greenfield Networks, a semiconductor startup focused on
delivering advanced Ethernet switching solutions for the Metro-
Ethernet markets
•Mr. Hsu has also served in a variety of marketing management
roles at Marvell and Texas Instruments
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Mr. Tony HsuSr. Director of Marketing Atheros Communications
Dr. Sean CoffeyDirector, Standards & Business DevelopmentRealtek Semiconductor Corp.
Guest Speaker
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Realtek Corporate Profile
• Founded: 1987 • Capital: US$149 Million • Headquarters: Hsin-chu, Taiwan• Employees: 1,600• Subsidiaries: China/Japan/USA • Products:
– Communications Network ICs– Computer Peripheral ICs– Multimedia ICs
– www.realtek.com
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- NIC (WW No.1)/PHYs- Switch Media Converter Controller/Gateway Controller- Wireless LAN Controllers and AP/Router SoC - ADSL2+ CPE SoC- VoIP Solutions - DTV demodulator
- PC High Definition Audio Codecs (WW No.1)- Class-D Amplifier- Consumer Audio Codecs- Clock Generators- Card Reader Controllers (WW No.1)- Web Camera Controllers
- LCD Monitor Controllers- LCD TV Controllers- Digital Media Processor
Communications Network
Multimedia
Computer Peripheral
Realtek Product Lines
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Dr. Sean CoffeyDirector, Standards & Business DevelopmentRealtek Semiconductor Corp.
Guest Speaker
• PhD, Electrical Engineering, California Institute of Technology
• Key contributor for IEEE 802.11g and IEEE 802.11n
• Vice-Chair, Wi-Fi Alliance VHT5G (= IEEE 802.11ac) Marketing Task Group
• Realtek representative in IEEE 802.11ac, IEEE 802.11ad and WiGig Alliance, among others
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Panel Panel QuestionsQuestions
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Mr. Tony HsuSr. Director of Marketing Atheros Communications
Dr. Sean Coffey, Ph.D.Director, Standards & Business DevelopmentRealtek
Guest Speaker
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Panel Questions
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Mr. Tony HsuSr. Director of Marketing Atheros Communications
Dr. Sean Coffey, Ph.D.Director, Standards & Business DevelopmentRealtek
Guest Speaker
Panel DiscussionPanel Discussion
Panel Questions
Panel DiscussionPanel Discussion
Mr. Tony HsuSr. Director of Marketing Atheros Communications
Dr. Sean Coffey, Ph.D.Director, Standards & Business DevelopmentRealtek
Guest Speaker
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Panel Questions
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Panel Questions
1- Tony (confirm with Sean)- In the
wireless Consumer and SOHO markets,
what new technologies will be released to
market (not released to by your company)
over the next 12 months?
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2 (SUPPORT SLIDE) – Sean - We have 150Mbps
wireless n (1x1), 225Mbps wireless n (1x2), 300Mpbs
wireless n (2x2), 300Mbps dual band (2x2-2.4GHz and
5GHz), 450 Mbps wireless n (3x3), 450Mbps dual band
(3x3-2.4GHz and 5GHz). Out of all of these performance
categories, which to you still envision will be offered to
the market in 5 years and which do you see as transitional
technologies that will no longer be offered in 5 years?
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3 Tony - When will 600Mbps solutions
be launched to the market – By brands like
TRENDnet not by chipset providers?
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4 (Sean)- We have a number of different
flavors of 802.11n technology as well there
are 2 new technologies that are making
waves. They are 802.11AC and 802.11ad.
(show a few slides). Can you help explain
802.11AC technology?
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5 (Tony) - What are real life applications
of 802.11AC technology?
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6 (Sean) - What are the limitations of
802.11AC?
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7 (Tony) - Will 802.11AC be more
popular in the Consumer or Enterprise
markets?
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8 (Sean) - When do you envision
brands like TRENDnet launching 802.11AC
solutions to the market?
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9 (Tony) - Will 802.11AC displace any
existing 802.11n technology, or will this just
be another wireless option to choose from?
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10 (Sean) - Can you help explain
802.11ad technology?
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11 (Tony) - What are real life
applications for 802.11ad?
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12 (Sean) - What are the limitations of
802.11ad?
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13 Tony - Will 802.11ad be more popular
in the Consumer or Enterprise markets?
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14 Sean - When do you envision brands
like TRENDnet launching 802.11ad
solutions to the market?
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15 Tony- Will 802.11ad displace any
existing 802.11n technology, or will this just
be another wireless option to choose from?
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16 Sean- There is a new Wireless group
called WiGig. This group is promoting
WiGig technology. What is the difference
between WiGig and 802.11ad?
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17 Tony- Where do you see WiGig in 5
years?
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18 Sean- Do you envision wireless
solutions on the market that will offer
802.11n, 802.11ac, and 802.11ad all in one?
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19 Tony (confirm w/ Sean) - 3-5
years from now what wireless technology
do you envision laptop brands will integrate
in:
A) Entry level laptops
B) Gaming laptops
C) High end business laptops
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20 Sean (confirm w/ Tony ) - 3-5
years from now: What wireless technology
will be integrate in the following platforms:
Droid
iPhone
Blackberry
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21 Tony (confirm w/ Sean) - 3-5
years from now what wireless technology
will be integrated in media controllers such
as:
AppleTV
GoogleTV
Western Digital’s future media player
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23- WiMax and LTE based 4G is growing
exponentially. In many markets 4G providers are
offering solutions directly to consumers. All they
need is a dongle and they are connected to the
Internet. This type of solution may have a great
effect on all of the wireless solutions that we have
talked about. On the consumer side, please share
with us your prediction of consumer offerings and
adoption globally?
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24- For consumers with existing land line
internet connections, do you see a
compelling offer that would have them
transition to a 4G internet connection?
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25- MOCA is a technology that networks
devices over existing Co-Axial cable lines.
Do you see this technology taking off over
the next 5 years?
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26- Powerline solutions use existing
electrical lines to connect devices and
access the Internet. Powerline is very
popular in some countries, such as France,
and not popular in others. Do you see this
trend continuing over the next 5 years?
What countries or regions will have the
highest adoption rates over the next 5
years?
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27- Will television providers integrate
Powerline into their televisions over the
next 5 years?
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28- The Federal Communications Commission
(in the US) voted unanimously this September to
approve the final rules for tapping into unused
broadcast TV spectrum, known as white spaces,
for new wireless broadband networks and
devices.
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28 Cont.- This new spectrum could bring
broadband service to rural and remote regions
outside of current providers' coverage areas, while
also unleashing a flood of new wireless devices.
This is an exciting and a potentially highly
disruptive technology.
What effect do you see this having on the
emergence of WiMax and 4G offerings?
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29- Do you see the re-allocation of White Space
for occuring in other regions or countries?
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30- In the US, what brands would you envision
as providing viable a White Space solution?
Google?
AT&T?
AOL?
Others?
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31- What effect would White Space technology
have on the digital home as we know it today?
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32 - Tell us about TGad or Stream-based
roaming.
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Thank YouThank You