Marvell Technology, Inc. · NASDAQ:MRVL
Marvell Technology — Investor Presentation (December 2021)
17 slides from Marvell Technology's investor presentation, Dec 7, 2021
Slide 1: Announcing Industry-First 50G PAM4 DSP Chipset for Next Gen 5G Optical Fronthaul
Announcing Industry-First 50G PAM4 DSP Chipset for Next Gen 5G Optical Fronthaul December 7, 2021
Slide 2: Overview
Overview Company founded FY22 forecast 1995 $4.4B* Employees Patents worldwide 6,000+ 10,000+ Located in Santa Clara, CA R&D centers in US, Israel, India, Germany, China -100 *Based on Q2 and Q3 revenue run rates © 2021 Marvell. All rights reserved. 2
Slide 3: Marvell offers the most complete data infrastructure portfolio
Marvell offers the most complete data Processors #1 in baseband and Storage #1 in HDD, SSD and infrastructure portfolio data processor units (DPUs) Fibre Channel controllers ▪ Data center Networking Security ▪ 5G Carrier #1 in PAM4 DSPs, linear TIAs and drivers #1 in security processors #2 in switch
Slide 4: Connecting the wireless world
Connecting the wireless world #1 100M+ 2B+ in merchant people units shipped* RAN silicon connected 15+ years of wireless infrastructure leadership *Wireless products including baseband, ASIC and switch © 2021 Marvell. All rights reserved. 4
Slide 5: 5G RAN bandwidth driver
5G RAN bandwidth driver Global mobile data traffic 100 EB 50 >60% CAGR 2015-2021 Y/Y 0 2015 2016 2017 2018 2019 2020 2021 Source: Ericsson Mobility Report, June 2021 © 2021 Marvell. All rights reserved. 5
Slide 6: 5G radio unit upgrades driving 50G fronthaul
5G radio unit upgrades driving 50G fronthaul Higher order massive MIMO MIMO Massive MIMO MU-MIMO (spatial layers) 10s of MHz 100 MHz 200 MHz+ Fronthaul: 10G 25G 50G © 2021 Marvell. All rights reserved. 6
Slide 7: Emerging ORAN architecture
Emerging ORAN architecture Radio Unit Distributed Unit Vendor 1 Vendor 2 ▪ Accelerate e2e upgrades Open interface ▪ Mix and match vendors ▪ Best-in-breed RAN solutions Interoperability Enabling first-to-market with 50G fronthaul © 2021 Marvell. All rights reserved. 7
Slide 8: Emerging vRAN architecture
Emerging vRAN architecture Radio Unit Virtualized Distributed Units ▪ Centralize resources at DU 50G 50G ▪ Shift RU capacity as needed 50G ▪ Dynamic load balancing Cloud scalability 50G fronthaul facilitates 5G vRAN efficiencies © 2021 Marvell. All rights reserved. 8
Slide 9: 5G following same transition as data center
5G following same transition as data center 25Gbps 50Gbps NRZ – 1 bit PAM4 – 2 bits Analog preferred DSP preferred 11 10 01 00 PAM4 DSP delivers 2X bandwidth and lower cost / power per bit © 2021 Marvell. All rights reserved. 9
Slide 10: Telecom optical module architecture
Telecom optical module architecture PMD Optical Tx Driver Transmit ▪ DSP – Signal integrity DM Laser DSP Optical Rx ▪ PMD – Electrical to optical Receive ▪ Optics – Laser and detector TIA + PD Host side Line side Plugs into switch PCB Optical cable Marvell content © 2021 Marvell. All rights reserved
Slide 11: Marvell PAM4 DSPs in the 5G network
Marvell® PAM4 DSPs in the 5G network Radio Unit Distributed Unit Central Unit Fronthaul Midhaul Backhaul SFP QSFP NEW! First deployments in 2019 Laser driver Extending 50G to meet fronthaul cost, power, temp demands © 2021 Marvell. All rights reserved. 11
Slide 12: AtlasOne 50G PAM4 DSP fronthaul solution
AtlasOne™ 50G PAM4 DSP fronthaul solution Sampling now ▪ Industry’s 1st AtlasOne IN5662 TIA ▪ Integrated direct modulated laser driver 50G DSP with laser driver High-performance / I temp ▪ Saves up to 25% power SFP Module ROSA ▪ Optimizes BOM and supply chain TOSA ▪ Industrial temperature range Prov
Slide 13: Industry-leading end to end 5G RAN portfolio
Industry-leading end to end 5G RAN portfolio Radio Unit Distributed Unit Central Unit Fronthaul Midhaul Backhaul Advanced features for traditional, ORAN and vRAN architectures © 2021 Marvell. All rights reserved. 13
Slide 14: Marvell 5G RAN market leadership
Marvell 5G RAN market leadership Integrated RAN vRAN DU card – 5 design wins OEM customers Cloud and OEM customers ▪ Proven RAN baseband ▪ Superior performance ▪ Production software Diversifying, growing customer base across all RAN architectures © 2021 Marvell. All rights reserved. 14
Slide 15: Key takeaways
Key takeaways 1 Traffic growth, RU upgrades driving 50G PAM4 transition 2 Delivering industry-first 50G PAM4 DSP for 5G fronthaul 3 Extends end-to-end RAN silicon portfolio leadership © 2021 Marvell. All rights reserved. 15
Slide 16: Thank You
Thank You
Slide 17: Marvell - Essential technology, done right
ia MARVELL Essential technology, done right™
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