ULTRA-WIDEBAND (UWB) TEACH-IN - Rafael Sotomayor - NXP
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ULTRA-WIDEBAND (UWB) TEACH-IN Rafael Sotomayor Executive Vice President & General Manager Connectivity & Security NOVEMBER 2020 CONFIDENTIAL / PROPRIETARY NXP, THE NXP LOGO AND NXP SECURE CONNECTIONS FOR A SMARTER W ORLD ARE TRADEMARKS OF NXP B.V. ALL OTHER PRODUCT OR SERVICE NAMES ARE THE PROPERTY OF THEIR RESPECTIVE OW NERS. © 2020 NXP B.V.
F O R WA R D L O O K I N G S TAT E M E N T S 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.
UWB: PROVIDING A SOLUTION TO AN U N R E S O LV E D P R O B L E M Accurate positioning information of objects in real-time Position granularity enables new use cases Point-to-point communication
U W B : U N M AT C H E D T E C H N I C A L AT T R I B U T E S F O R S E C U R E R AN G I N G
+/- 10 cm distance
Accuracy +/- 3° of angle
Robustness Strong multipath environment performance that ensures position accuracy
Range 100 meters of range under Line-of-Sight conditions
Security Every position measurement is protected with a unique cryptographic key
Real-time Minimum latency: measurements in
S E C U R E C AR AC C E S S : C ATA LY S T
F O R F I R S T AD O P T I O N WAV E
Resistant to relay station attacks
Robust in every environment
Precise key localization
Complete freedom of movement
Multiple Digital Key use-cases
L AR G E N U M B E R O F U S E C AS E S I N B R O A D E R E C O S Y S T E M
HANDS-FREE PAYMENT
INDOOR SMART BUILDING
NAVIGATION ACCESS
ITEM
OBJECT DETECTION
TRACKING
SECURE CAR OBJECT-TO-OBJECT
ACCESS DETECTION
D E E P T E C H N I C A L C O O P E R AT I O N W I T H I N D U S T RY L E AD E R S T O B R I N G U W B T O M AR K E T
2019
Digital Key
Release 3.0 with
UWB by CCC
2019
First UWB-enabled
vehicle exhibited 2020
2018 IoT anchor and tag
First samples to
leading customers 2020
Samsung Galaxy Note20 Ultra
2015 Samsung Galaxy Fold2
NXP and Industry partners
co-create solution
2019
FiRa Consortium
2018
IEEE 802.15.4z
2015 2018 2019 2020 2021
U W B E C O S Y S T E M AN T I C I PAT E D T O Q U I C K LY D E V E L O P UWB INSTALLED BASE
IoT
More IoT devices 2025
With UWB ≥ 3B smart devices
CUMULATIVE
UWB DEVICES
2023
Mobile >10M cars
More mobiles
with UWB
2022
>100M IoT devices
Automotive 2021
> 400M mobiles devices
More cars and
more UWB anchors/car
Source: ABI 2019
NXP POSITIONED TO DRIVE THE ECOSYSTEM
SAMSUNG
Mobile Phone
MOBILE UWB
BMW
BMW Digital Key
TRIMENSION TM
AUTOMOTIVE UWB IOT UWB ASSA ABLOY
Access Solutions
Image Source: ASSA ABLOY, BMW, Samsung
N X P I S T H E # 1 S E M I C O N D U C T O R S U P P L I E R I N T H E H I G H G R O W T H U W B M AR K E T
NXP leading UWB innovation and ecosystem development
UWB SAM NXP ESTIMATED UWB REVENUE IN 2023
$300M - $400M
Source: Yole 2020, IHS Car Production 8/2020, IHS Competitive Landscaping 2020, NXP CMIN X P E N AB L E S S E C U R E , R O B U S T
AN D P R E C I S E M O B I L E - C AR AC C E S S
#1 in secure car access >20 years
NXP ready-to-use system solution
~$500M LTR design wins
Secure localization UWB
Communication link BLE
Proximity & backup key NFC
9 10 Digital key security eSE
OEM platforms OEMs run proof
won of concept for
UWB w/ NXPN X P P O S I T I O N E D T O L E AD G R O W I N G S E C U R E U W B M A R K E T
STRONG MARKET GROWTH + UNIQUE NXP POSITION = TRUE LEADERSHIP
UWB SAM NXP ESTIMATED UWB REVENUE GROWTH
Leadership positions in mobile wallet
and car access
Deep application knowledge
$300M - $400M
across ecosystems
Ready-to-use systems, i.e. end-to-end
security and software
Driving standardization
MORE SMARTPHONES WITH UWB
NXP TARGET ~40% MS
MORE IOT DEVICES WITH UWB
MORE CARS WITH UWB
Source: Yole 2020, IHS Car Production 8/2020, IHS Competitive Landscaping 2020, NXP CMINXP, 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. © 2020 NXP B.V.
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