Marvell Technology, Inc. · NASDAQ:MRVL
Marvell Technology — Investor Presentation (June 2021)
29 slides from Marvell Technology's investor presentation, June 2021
Slide 1: Scaling Cloud Data Infrastructure with Industry's Broadest Portfolio
Scaling Cloud Data Infrastructure with Industry’s Broadest Portfolio June 2021
Slide 2: Overview
Overview Company founded FY21 revenue 1995 $3.0B* Employees Patents worldwide 6,000+ 10,000+ Fabless and located in Santa Clara, CA R&D centers in US, Israel, India, Germany, China *Excludes Inphi CY2020 revenues ($0.68B) © 2021 Marvell. All rights reserved. 2
Slide 3: Marvell's Mission
Marvell’s Mission We develop and deliver semiconductor solutions that move, store, process and secure the world’s data faster and more reliably than anyone else. © 2021 Marvell. All rights reserved. 3
Slide 4: Focused on enabling data infrastructure
Focused on enabling data infrastructure We specialize in semiconductor solutions across four end markets. Carrier Automotive Enterprise Data Center © 2021 Marvell. All rights reserved. 4
Slide 5: Transformation to premier data infrastructure partner
Transformation to premier data 2021 infrastructure partner 2021 Networking 2019 Custom ASIC | Networking 2018 Compute | Security 2017 Storage | Networking © 2021 Marvell. All rights reserved. 5
Slide 6: The New Marvell
The New Marvell Estimated employee population by company Providing all the critical building blocks for data infrastructure © 2021 Marvell. All rights reserved. 6
Slide 7: Marvell offers the most complete data infrastructure portfolio
Processors Storage Marvell offers #1 in baseband and data processor units (DPUs) #1 in HDD, SSD and Fibre Channel controllers the most complete data Networking Security infrastructure portfolio #1 in PAM4 DSPs, #1 in security processors linear TIAs and drivers and cloud hardware and coherent DSPs #2
Slide 8: Industry-leading data infrastructure product lines
Industry-leading data infrastructure product lines Compute Networking Storage Data Processor Units (DPUs) High-speed Electro-Optics (PAM4 DSPs, Coherent HDD controllers and pre-amps DSPs, TIAs, Drivers and Silicon Photonics) SmartNICs Flash SSD controllers Ethernet Ethernet DCI optical and NVMe acce
Slide 9: Best-in-class data infrastructure IP portfolio
Best-in-class data infrastructure IP portfolio Fibre Channel Controllers Automotive Networking Baseband Processors NVMe Storage Accelerators Ethernet Copper PHYs Data Plane Processors System IP NAND Flash Controllers PAM4 and Coherent DSPs AI/ ML Processors HDD Read Channel Networking Switch Securit
Slide 10: Delivering multiple R&D models to satisfy customer needs
Delivering multiple R&D models to satisfy customer needs Buy Partner Build Integrate Merchant solution Custom Merchant solution Custom solution Custom ASIC ASIC Partner chiplets & Customer IP memory Leading data infrastructure portfolio for cloud infrastructure customizations © 2021 Marvell. All rig
Slide 11: Leading the cloud data center connectivity revolution
Leading the cloud data center connectivity revolution PAM4 Coherent 200G | 400G | 800G 100G | 400G Inside data centers Between data centers <10km >40km Move data inside and between Cloud Data Centers faster and better © 2021 Marvell. All rights reserved. 11
Slide 12: Enabled inside data center connectivity revolution
Enabled inside data center connectivity revolution <10G/s >25G/s “0s &1s” NRZ analog “PAM4” DSP One-bit encoding Two-bit encoding doubles the data PAM4 doubles networking bandwidth at lower cost and power per bit © 2021 Marvell. All rights reserved. 12
Slide 13: Cloud data center connectivity
Cloud data center Critical switch silicon components connectivity Ethernet switch Coherent optics for between data centers Core / Spine switch Copper DSP gearbox / retimer PAM4 optics for inside data center Optical module Top of rack switch Copper DSP Optical gearbox / DSP retimer PAM4 copper cable/
Slide 14: Complete cloud data center networking portfolio
Complete cloud data center networking portfolio Ethernet switch Optical PAM4 DSP Copper PAM4 DSP 12T / 25T switch 50G I/O 50G Host I/O 50G Line I/O 50GE – 400GE 4x50G 4x50G with PMD 50G serial 12T / 25T switch 50G I/O 50G Host I/O 100G Line I/O 50GE – 800GE 8x50G to 4x100G 5nm 100G serial 25T / 50T
Slide 15: Extending PAM4 industry leadership
Extending PAM4 industry leadership 1st PAM4 1st 400G PAM4 1st 800G PAM4 DSP DSP DSP AUG 2015 MAR 2017 MAR 2018 MAR 2020 JUN 2021 1st 200G PAM4 1st PAM4 DSP with DSP integrated PMD Powering >10 optical module makers for leading cloud data centers © 2021 Marvell. All rights reserved. 15
Slide 16: Data center optical module architecture
Data center optical module architecture PMD Transmit Driver DSP Optics Receive TIA Host side Line side Plugs into switch PCB Optical cable Electro-optics leader revolutionizing cloud data centers © 2021 Marvell. All rights reserved. 16
Slide 17: Industry's 1st PAM4 DSP with integrated TIAs & LDs
Industry’s 1st PAM4 DSP with integrated TIAs & LDs Atlas: 4x50G PAM4 Atlas Receiver 4 x 50G Rx DSP with TIAs Proven market- 25% power Sampling now leading Polaris IP reduction § DSP § < 3.5W module § Host bus § Integrated PMD Optics § Software § Optimized DSP Supply-chain optimized 200G Optical Modu
Slide 18: Industry's 1st 100G serial 5nm 1.6T retimer & gearbox
Industry’s 1st 100G serial 5nm 1.6T retimer & gearbox Sampling now Alaska™ 88X93160 1.6T Ethernet PHY with dual-port 800GE Industry-leading Standards Flexible LR DSP Serdes compliance configurations § >38dB Insertion Loss § Consortium 800GE § 1GE to 800GE § >2m passive specifications § Retimer and D
Slide 19: Revolutionizing between data centers connectivity
Revolutionizing between data centers connectivity Coherent 100G | 400G Between data centers >40km Enabling low-power, high-density and open coherent pluggable modules © 2021 Marvell. All rights reserved. 19
Slide 20: Enabling coherent evolution to pluggable modules
Enabling coherent evolution to pluggable modules Line 100G 200G 400G multi-rate CFP2 and Data center and card MSA module CFP-DCO 400G ZR/ZR+ QSFP-DD/OSFP carrier benefits § Higher density § Pay as you go § Lower power § Industry standard with multiple suppliers § Lower per port cost § Lower OPEX © 2
Slide 21: Delivered industry's 1st 400G coherent DSP: Canopus
Delivered industry’s 1st 400G coherent DSP: Canopus Industry’s 1st 400G Enabled industry’s Enabled industry’s 1st Enabled industry’s 1st coherent DSP 1st 400G ZR modules multi-rate 400G ZR+ 400G Ultra CFP2 DCO modules modules 2019 Data Center Interconnect Metro and Long Haul Enabling the industry di
Slide 22: Delivered industry's 1st 400ZR module: COLORZ II
Delivered industry’s 1st 400ZR module: COLORZ II Telecom transport “DCI box” COLORZ COLORZ II 100G QSFP28 400ZR QSFP-DD ZR / 80 km ZR / 120 km | ZR+ / 400 km 200W/100G Coherent DWDM PAM DWDM Coherent DWDM 100G / Slot 25W/100G 4.5W/100G 4.5W/100G 500G / 1RU 3.6T / 1RU 14.4T / 1RU 2010 2014 2017 2021
Slide 23: COLORZ II 400ZR optimizes density, cost and power
COLORZ II 400ZR optimizes density, cost and power Switch / router 400G FR4 BEFORE 400G FR4 400G FR4 Coherent DWDM 400G FR4 Switch / router Pluggable module eliminates DCI box NOW 400G FR4 Coherent DWDM COLORZ II 400ZR © 2021 Marvell. All rights reserved. 23
Slide 24: Deneb extends Marvell coherent DSP leadership
Deneb extends Marvell coherent DSP leadership Industry’s 1st 400G ZR/ZR+ DSP In production 2019 400G ZR/ZR+ Ultra 400G DCI, metro probabilistic shaping and long-haul Open DCI, metro and long-haul + emerging access applications 2021 400G OpenZR+ / 400G Sampling now 100G ZR Open ROADM 400G OpenZR+ / 1
Slide 25: Enabling industry's only open coherent ecosystem
Enabling industry’s only open coherent ecosystem 400G ZR/ZR+ 400G Open ZR+/100G Access Ultra 400G 400G Open ROADM Probabilistic Shaping + multiple other module and OEM partners Partnering with leading module makers and OEMs to drive innovation and adoption © 2021 Marvell. All rights reserved. 25
Slide 26: Industry-leading portfolio for cloud data centers
Industry-leading portfolio DCI coherent pluggable Core Switch modules for cloud data centers Ethernet Switches and Connectivity Top of Rack Top of Rack Switches Switches Custom ASICs and Custom Arm Server CPUs DPUs and SmartNICs Servers Servers … Servers 5G vRAN and ORAN DPU accelerators Flash Stora
Slide 27: Key takeaways
Key takeaways 1 Marvell offers industry’s most complete data infrastructure portfolio 2 Investing to accelerate high-speed electro-optics innovations 3 Advancing PAM4 leadership with Atlas and 5nm Alaska product launches 4 Deneb extends 400G coherent DSP leadership to enable new applications 5 Partn
Slide 28: Thank You
Thank You
Slide 29: Marvell - Essential technology, done right
ia MARVELL Essential technology, done right™
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