Marvell Technology, Inc. · NASDAQ:MRVL

Marvell Technology — Investor Presentation (March 2022)

25 slides from Marvell Technology's investor presentation, March 2022

  1. Slide 1: Expanding Our Cloud-Optimized Portfolio

    Expanding Our Cloud-Optimized Portfolio Enabling Serial 100G Short-Reach Interconnect Revolution March 2022

  2. Slide 2: Every cloud is unique

    Every cloud is unique Search eCommerce Enterprise Social IaaS applications media © 2022 Marvell. All rights reserved. 2

  3. Slide 3: Driving cloud-optimized silicon era

    Driving cloud-optimized silicon era Search eCommerce Enterprise Social IaaS applications media © 2022 Marvell. All rights reserved. 3

  4. Slide 4: What is cloud-optimized silicon?

    What is cloud-optimized silicon? General-purpose Cloud A Cloud B © 2022 Marvell. All rights reserved. 4

  5. Slide 5: What is cloud-optimized silicon?

    What is cloud-optimized silicon? Software / Form Platform firmware factor General-purpose Performance Power Footprint / features © 2022 Marvell. All rights reserved. Cloud A Cloud B 5

  6. Slide 6: Unique portfolio to address cloud-optimized silicon era

    Unique portfolio to address cloud-optimized silicon era Optical interconnects Switching and interconnects Compute, security and storage © 2022 Marvell. All rights reserved. 6

  7. Slide 7: Growing number of cloud data center interconnects

    Growing number of cloud data center interconnects Core switches Long (>10m) Core switch to spine switch Spine switches Spine switch to ToR switch Top of Rack (ToR) Short (<10m) switches AI/ML accelerators to ToR AI/ML clusters Intra-switch (CLOS) Compute servers ToR switch to ToR switch AI / ML acce

  8. Slide 8: AI/ML accelerators and 400G SmartNICs leading move to serial 100G

    AI/ML accelerators and 400G SmartNICs leading move to serial 100G inside cloud data center racks Top of Rack (ToR) switches Networked AI/ML accelerators 200G and 400G SmartNICs Compute servers AI / ML accelerators Storage arrays AI/ML cluster applications require serial 100G interconnects © 2022 Mar

  9. Slide 9: Emerging distributed disaggregated chassis (DDC) architecture value increases with serial 100G

    Emerging distributed disaggregated chassis (DDC) architecture value increases with serial 100G Core switches Spine switches Greater capacity scalability, innovative architectures and lower TCO © 2022 Marvell. All rights reserved. 9

  10. Slide 10: Serial 100G driving need for new short interconnects

    Serial 100G driving need for new short interconnects Direct Attach Copper Active Electrical Active Optical Cable Cable Cable (DAC) (AEC) (AOC) 25G / lane 50G / lane 100G / lane 1 2 3 4 5 6 7 8 9 Source: Marvell estimates Length (m) DACs cannot meet reach and cable thickness requirements © 2022 Marve

  11. Slide 11: What is an Active Electrical Cable (AEC)?

    What is an Active Electrical Cable (AEC)? Direct Attach Copper Cable (DAC) Module connector Host IC Active Electrical Cable (AEC) Module connector Host IC AEC DSP Address short reach interconnect distance and thickness needs © 2022 Marvell. All rights reserved. 11

  12. Slide 12: Marvell enabling all cloud short interconnects

    Marvell enabling all cloud short interconnects DAC AOC AEC Leveraging PAM4 DSP leadership to address emerging AECs © 2022 Marvell. All rights reserved. 12

  13. Slide 13: Expanding our cloud-optimized networking portfolio

    Expanding our cloud-optimized networking portfolio Ethernet Optical Line card AEC switch PAM4 DSP PAM4 DSP PAM4 DSP 12T / 25T switch 50G I/O 50G Host I/O 50G Line I/O 50GE – 400GE 4x50G serial 50G serial 50G 12T / 25T switch 50G I/O 50G Host I/O 100G Line I/O 50GE – 800GE 8x50G to 4x100G serial 50G

  14. Slide 14: Alaska A: industry's 1st cloud-optimized AEC DSPs

    Alaska® A: industry’s 1st cloud-optimized AEC DSPs Best-in-class Power-performance DSP SerDes flexibility 800G: CHA180C0C 400G: CHA140C0C Footprint and Advanced telemetry feature-optimized Sampling now and debug capabilities © 2022 Marvell. All rights reserved. 14

  15. Slide 15: Alaska AEC 800G and 400G PAM4 DSPs

    Alaska® AEC 800G and 400G PAM4 DSPs Key features Host Alaska A Line  112G / 50G PAM4 and 50G / 25G NRZ support Retimer  Best-in-class SerDes performance: > 40dB loss and 4 or 8 lanes 4 or 8 lanes 112G 112G gearbox  Retimer and gearbox modes supported support 56G 56G  Auto Negotiation and Link Tr

  16. Slide 16: Best-in-class DSP SerDes

    >40dB High- insertion performance loss equalizer Best-in-class DSP SerDes Power- performance Field-proven scaling Enables cloud-optimized cables with different distances and thicknesses © 2022 Marvell. All rights reserved. 16

  17. Slide 17: Optimized for 800G straight and Y-split AECs

    Optimized for 800G straight and Y-split AECs Straight 800G AEC 8x100G 8x100G TX TX RX 8x100G RX Host QSFP-DD QSFP-DD Host or OSFP or OSFP 8x100G RX 8x100G TX Y-split 800G to 2 x 400G AEC 2x56G to 4x100G 4x28G 4x100G Rx 8x100G TX QSP28 Host QSFP-DD 4x100G Tx Host or OSFP 4x100G Rx 8x100G RX QSP28 Hos

  18. Slide 18: Enabling broad ecosystem of tier 1 cable vendors

    Enabling broad ecosystem of tier 1 cable vendors Amphenol Luxshare Molex TE Volex Collaborating with leading vendors to deliver cloud-optimized solutions © 2022 Marvell. All rights reserved. 18

  19. Slide 19: Uniquely delivering cloud-optimized AECs

    Uniquely delivering cloud-optimized AECs Alaska A 400G & Complete Tier 1 cable Cloud-optimized 800G PAM4 DSPs reference platform suppliers reach & thickness Amphenol 1.5 to 5m Luxshare 28 to 32 AWG Molex X X Copper TX MCU Copper TX TE Ctrl Volex MRVL DSP © 2022 Marvell. All rights reserved. 19

  20. Slide 20: Extending multimode PAM4 electro-optics leadership

    Extending multimode PAM4 electro-optics leadership Bandwidth 800G Announcement PAM4 400G BBA Production 200G Production 100G 10G 40G Analog NRZ CY01 CY22 Source: Marvell estimates © 2022 Marvell. All rights reserved. 20

  21. Slide 21: Industry-leading multimode electro-optics portfolio

    Industry-leading multimode electro-optics portfolio 200G / 400G 800G 2865 2814 5669 5614 Production Announcement Polaris™ Spica™ © 2022 Marvell. All rights reserved. 21

  22. Slide 22: Industry's 1st 800G multimode (VCSEL) chipset

    Industry’s 1st 800G multimode (VCSEL) chipset OSFP/QSFP-DD 800GE Optical TX Laser Optical 800G Optical DRV Mux 8 PAM4 DSP 8 DRV 8x100 IN5614 8*100G 8:8 8*100G GAUI 8xPAM4 PAM4 Retimer PAM4 8 λ 100G (VSR) Optical RX 8 IN080C0C (Spica) TIA 8 TIA TIA TIA TIA TIA TIA TIA TIA Regulators and supervisory m

  23. Slide 23: Enabling all critical cloud data center interconnects

    Enabling all critical cloud data center interconnects Line card retimers Active Electrical Cable Multi-mode fiber Single mode fiber and gearboxes (AEC) optical modules / AOCs optical modules Driver Driver 800G 8x100G DSP TIA DSP TIA 8x100G Driver Driver 400G DSP TIA DSP TIA 8 x50G / 4x100G 8x50G / 4

  24. Slide 24: Key takeaways

    Key takeaways 1 Every cloud is unique and requires cloud-optimized silicon solutions 2 Emerging AI/ML accelerator and DDC architectures require serial 100G interconnects 3 Serial 100G will drive migration from DACs to cloud-optimized AEC and AOC interconnects 4 Marvell delivering the industry’s 1st

  25. Slide 25: Marvell - Essential technology, done right

    ia MARVELL Essential technology, done right™

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