The Semiconductor Technology Fuels the WiMAX Success Providing WiMAX System Solutions Utilizing The New IDM Business Model Keith Horn Senior Vice President Sales and Marketing Fujitsu Microelectronics America, Inc.
The Semiconductor Technology Fuels the WiMAX Success
Providing WiMAX System Solutions Utilizing The New IDM Business Model
Keith HornSenior Vice President Sales and MarketingFujitsu Microelectronics America, Inc.
2WiMAX Summit, November 2005 © Fujitsu Microelectronics America, Inc. 2005
Fujitsu OverviewWiMAX
WiMAX History and Fujitsu Achievements
Why WiMAX will Succeed
WiMAX Competitive Strengths
Why Fujitsu for WiMAX
WiMAX Vision – 2008 Beijing Olympics
Market Structure – WiMAX Ecosystem
Market Structure – WiMAX Forum
Enabling Technologies and IDM Business ModelInterplay of the WiMAX Ecosystem; Semiconductor is the Key
Fujitsu WiMAX SoC Roadmap
New IDM Business Model and StrategiesEnabling IP Technology
Technology Migration and Integration
Process Technology
Time-To-Market
Summary
AgendaAgenda
3WiMAX Summit, November 2005 © Fujitsu Microelectronics America, Inc. 2005
Fujitsu at a GlanceFujitsu at a Glance
Note: FY 2004 consolidated net sales and R&D expenditure; US$1 = ¥107; WW employees as of March 31, 2005.
Headquarters: Tokyo, JapanPresident: Hiroaki KurokawaEstablished: June 1935Revenue: 4,762.7 billion yen (US$44.5 billion)Net Income: 31.9 billion yen (US$298 million)R&D Expenditure: 240.2 billion yen (US$2.2 billion)Employees: 151,000 worldwidePrincipal Business Areas: Technology Solutions, Ubiquitous
Product Solutions, Device SolutionsStock Exchange Listings: Tokyo (Code: 6702), Osaka, Nagoya,
Frankfurt, London, Swiss
4WiMAX Summit, November 2005 © Fujitsu Microelectronics America, Inc. 2005
Device Solutions
Technology Solutions
Ubiquitous Product Solutions
Principal Services and ProductsPrincipal Services and Products
IT ConsultingSystems Integration(System Construction, Application Management, Application Integration)IT Infrastructure Management(Outsourcing, Managed Services) Network Services
Personal ComputersMobile Phones* Hard Disk Drives and Other Storage Devices
Semiconductors(ASICs, MPUs/MCUs, System Memory, ASSPs)Media Devices
Note: *Japan market only
Servers Enterprise Storage SystemsNetwork Systems (Optical, IP, Mobile, Submarine)Software(Middleware, Applications/ Packages, Network Management)Retail and Financial Systems
Document Imaging and Other PeripheralsOptical Modules
Electronic ComponentsFoundry Services(front-end / back-end services)
5WiMAX Summit, November 2005 © Fujitsu Microelectronics America, Inc. 2005
Our Integrated Business ModelOur Integrated Business Model
Services
Full Lifecycle Management
Computing & Communications Products
Electronic Devices
New IDM Model
Integration
Comprehensive Solutions
TRIOLE (IT infrastructure optimization)
Competitive Services, Products & Technologies
Fujitsu Strategic Advantage:
Fujitsu Strategic Advantage:
Fujitsu Strategic Advantage:
Integration
Integration
Integration
We leverage our highly integrated business model to help customers manage increasing IT diversity, complexity and speed of change.
CustomersCustomers
CustomersCustomers
CustomersCustomers
CustomersCustomers
6WiMAX Summit, November 2005 © Fujitsu Microelectronics America, Inc. 2005
Ubiquitously Connected – Unleash WiMAXUbiquitously Connected – Unleash WiMAX
7WiMAX Summit, November 2005 © Fujitsu Microelectronics America, Inc. 2005
WiMAX History and Fujitsu AchievementsWiMAX History and Fujitsu AchievementsHistory of WiMAX Forum
June 2001 – WiMAX Forum was established
June 2004 – 802.16-2004 Standard 256 OFDM PHY mode of the 802.16-2004 standard, which was ratified by the IEEE
July 2005 – Fixed WiMAX CertificationCetecom began testing WiMAX Forum member companies’ products to certify that they meet WiMAX Forum conformance and interoperability standards
End of 2005 – Mobile WiMAX StandardMobile WiMAX standard is planned to be ratified
2006 – WiMAX Forum Certified ProductsCommercial trials in the fourth quarter. We are optimistic that networks could be commercially deployed by the first quarter of 2006
Fujitsu WiMAX Milestones
2003 – Fujitsu Joined WiMAX ForumFounding and board member of the WiMAX Forum
2003 – Strategic PartnershipsEstablished strategic partnerships with broadband wireless system companies to jointly develop the fixed WiMAX SoC, ongoing since 2003
January 2005 – Product SamplingSampling of first ES to early adopters and customers
April 2005 – Product LaunchLaunched the Fujitsu fixed WiMAX SoC at Broadband Wireless WorldSupporting both base station and subscriber station applicationsEngaging with more than 20 customers worldwide
July 2005 – Certification BeginsAperto Networks, one of Fujitsu’s customers, sent Packet MAX product portfolio to Cetecomlabs to begin the WiMAX Forum certification process, and achieved good test results
8WiMAX Summit, November 2005 © Fujitsu Microelectronics America, Inc. 2005
Standards-based broadband wireless technologyMore available spectrums globallyNon-line-of-sight offered Large economies of scaleRobust quality of serviceLong term product commitments from semiconductor to system providersField trials committed by global service providers and operators
All Leading to Mass-market Adoption by the Average Consumer
Why WiMAX Will SucceedWhy WiMAX Will Succeed
9WiMAX Summit, November 2005 © Fujitsu Microelectronics America, Inc. 2005
WiMAX Competitive StrengthsWiMAX Competitive StrengthsBenefits
Bridge the information gap between developed and developing nationsMore Options to Users
Offer carriers and their customers more options to choose from, depending on their business models and lifestyles
Better SupportSupport both point-to-point and point-to-multipoint broadband wireless communications
Lower CostLower network investment costs compared to 3G, DSL or cable-modem-powered networks
More Available SpectrumsOperate in licensed (2.5GHz, 3.5GHz) and license-exempt (5.8GHz) radio spectrums, and other potentially lower frequency bands (700MHz – 900MHz)
10WiMAX Summit, November 2005 © Fujitsu Microelectronics America, Inc. 2005
Why Fujitsu for WiMAX?Why Fujitsu for WiMAX?Commitment
Founding and board member of WiMAX Forum since 2003Full commitment to the WiMAX cause from the very beginning
Process TechnologiesProven deep submicron process technology with a roadmap beyond 90nm
IPsFull suite of communications and multimedia IPs and innovative package lineup to enable feature-rich mobile products
Mixed-signal Design ExpertiseExtensive mixed-signal SoC design experience – embedding high-speed ADC/DAC and complex RISC processors together
SoC Design ExpertiseLongstanding SoC design experience in the telecommunication and networking areas
11WiMAX Summit, November 2005 © Fujitsu Microelectronics America, Inc. 2005
WiMAX Vision – 2008 Beijing OlympicsWiMAX Vision – 2008 Beijing Olympics
12WiMAX Summit, November 2005 © Fujitsu Microelectronics America, Inc. 2005
Market Structure – WiMAX EcosystemMarket Structure – WiMAX Ecosystem
SemiconductorProviders(Fujitsu)
Carriers System
Partners
WiMAX
RFICs Baseband ICs
The Semiconductor is the Key for the Success of WiMAX
13WiMAX Summit, November 2005 © Fujitsu Microelectronics America, Inc. 2005
Market Structure – WiMAX ForumCurrently more than 350 member companies and more are joining
14WiMAX Summit, November 2005 © Fujitsu Microelectronics America, Inc. 2005
Enabling Technologies and New IDM Business Model
15WiMAX Summit, November 2005 © Fujitsu Microelectronics America, Inc. 2005
Interplay of the WiMAX EcosystemInterplay of the WiMAX Ecosystem
ODM(Original DesignManufacturers)Baseband SoC
ProviderRFIC
Provider
Component VendorsOEM(Original Equipment
Manufacturers)
System Makers
Subscriber Stations
Subscriber Stations
Base StationsSubscriber Stations
OEM EngagementCost Optimization
Cost Optimization
The Semiconductor is the Key for the Success of WiMAX
16WiMAX Summit, November 2005 © Fujitsu Microelectronics America, Inc. 2005
Fujitsu WiMAX SoC Roadmap
Fixed WiMAX
SoC
Fixed WiMAX
SoC w/ partial
mobility
eChip
Time
Feat
ure
Inte
grat
ion
802.16-2004based
Upgraded802.16-2004
based
802.16ebased
2005 2006
17WiMAX Summit, November 2005 © Fujitsu Microelectronics America, Inc. 2005
New IDM Business Model and Strategies
18WiMAX Summit, November 2005 © Fujitsu Microelectronics America, Inc. 2005
New IDM and WiMAXNew IDM and WiMAX
The Fujitsu WiMAX SoC Competitive AdvantagesEnabling IP Technology
Technology Migration and Integration
Process Technology
Time-To-Market
19WiMAX Summit, November 2005 © Fujitsu Microelectronics America, Inc. 2005
Enabling IP TechnologyEnabling IP Technology
OFDM PHY&
FEC
Radio Control&
Measurement
PeripheralsPeripherals
NetworkInterface
RadioInterface
RadioControl
Control
LMACRISC/DSP
Engine
AGC
External ProcessorInterface
UMACRISC Engine
Ethernet Controller
DMA Controller
MemoryMemory Controller
External Processor(Optional)
AGCAttenuator
The Fujitsu WiMAX SoC Architecture
20WiMAX Summit, November 2005 © Fujitsu Microelectronics America, Inc. 2005
Technology Migration and IntegrationTechnology Migration and IntegrationMobility
Data Rate
High
Low
GSMWCDMA, EVDO Nx
802.16e(Mobile WiMAX)
xDSL 802.16-2004(Fixed WiMAX)
21WiMAX Summit, November 2005 © Fujitsu Microelectronics America, Inc. 2005
Our state-of-the-art 90nm and 65nm process technologies, coupled with our wide-ranging application expertise, enable customers to put more functionality on a chip, boost system performance, and speed time-to-market.
Fujitsu’s AdvantagesProven technology with excellent Cu & low-k interconnect backed by extensive experience in process technologies (since 180nm node)Higher speed with lower power consumptionUsed in MPUs helping to drive competitive advantage of our high-end serversStable capacity and cost-competitiveness through new state-of-the-art 300mm fab at our Mie plant
Leading-edge Process TechnologiesLeading-edge Process Technologies
22WiMAX Summit, November 2005 © Fujitsu Microelectronics America, Inc. 2005
300mm Fab in Mie, Japan
23WiMAX Summit, November 2005 © Fujitsu Microelectronics America, Inc. 2005
Process Power Rating ComparisonProcess Power Rating Comparison
21100Standby Power
75100Active Power
125100Speed
Fujitsu(90nm)
Standard Foundry (90nm)
Speed and Power Comparison
24WiMAX Summit, November 2005 © Fujitsu Microelectronics America, Inc. 2005
Time to Market Time to Market
Subscriber Station(Reference design board)
Base Station(Reference design board)
25WiMAX Summit, November 2005 © Fujitsu Microelectronics America, Inc. 2005
Summary – Fujitsu for WiMAX Summary – Fujitsu for WiMAX Fujitsu is fully committed to be the leading WiMAX SoC provider to further expand the global WiMAX ecosystem by leveraging:
Leading-edge and enabling technologiesProcessIPDesign methodology
Partnerships and customer collaborationsFlexible and early customer engagements with close collaborationsTailored support and services to meet customers’ time-to-market requirements
Resulting in the Semiconductor Technology Fueling the WiMAX Success
26WiMAX Summit, November 2005 © Fujitsu Microelectronics America, Inc. 2005
WiMAX Vision – 2008 Beijing OlympicsWiMAX Vision – 2008 Beijing Olympics
27WiMAX Summit, November 2005 © Fujitsu Microelectronics America, Inc. 2005
Ubiquitously Connected – Unleash WiMAXUbiquitously Connected – Unleash WiMAX