SMARTPHONE MARKET OPPORTUNITIES AND TRENDS IN CHINAarchive.ednchina.com/download.bbs.ednchina.com/ATTACHMENTS_… · Broadcom Proprietary and Confidential. © 2012 Broadcom Corporation

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SMARTPHONE MARKET OPPORTUNITIES AND TRENDS IN CHINA智能手机在中国的市场机遇和发展趋势

15 NOVEMBER 2012

Michael CivielloSenior Director, Product Marketing, Mobile and Wireless Group Broadcom Corporation博通公司移动与无线集团产品部高级总监


CAUTIONARY STATEMENT

This presentation may contain forward-looking statements within the meaning of the federal securities laws, including the Private Securities Litigation Reform Act of 1995. These forward-looking statements may include the potential growth of the markets in which we compete and the development status and planned availability of new products. In fact, all statements that we make or incorporate by reference in the presentation, other than statements or characterizations of historical fact, are forward-looking statements. It should be clearly understood that these forward-looking statements, and our assumptions about the factors that influence them, are based on the limited information available to us at this date. Such information is subject to change, and we may not inform you when changes occur. We undertake no obligation to revise or update publicly any forward-looking statement to reflect future events or circumstances.

Forward-looking statements are not guarantees of future results and are subject to risks, uncertainties and assumptions that are difficult to predict. Therefore, our actual results could differ materially and adversely from those described in the statements you hear today as a result of various factors. We refer you to our Form 10-K for the year ended December 31, 2011, subsequent and forthcoming 10-Qs and other filings with the SEC, which discuss some of the important risk factors that could contribute to such differences or otherwise affect our business, results of operations and financial condition.

For additional financial and statistical information, including the information disclosed in accordance with SEC Regulation G, please see the Investors section of our website.

Broadcom®, the pulse logo, Connecting everything®, the Connecting everything logo, Xtendnet®, StrataXGS®, NetXtreme II® and the 5G WiFi logo are among the trademarks of Broadcom Corporation and/or its affiliates in the United States, certain other countries and/or the EU. Any other trademarks or trade names mentioned are the property of their respective owners.


IN 2012 2012年

There will beMore Connected Devices thanPeople on Earth

地球上的互联设备数量将超过人口数量

Source: Mike Short, Vice President, Telefonica Europe; published in Institution of Engineering and Technology, October 2011来源：Telefonica Europe副总裁Mike Short；2011年10月发表于工程和技术研究所。


IN 2020, THE NUMBER OF CONNECTED DEVICES IS EXPECTED TO REACH 50 BILLION2020年，互联设备的数量预计将达到500亿个

That’s SixDevices forEvery Personon Earth

也就是说，地球上每个人会平均拥有六台互联设备。

Source: Cisco VNI 2012来源：CIsco VNI 2012


>$25B TAM in 2015 for Mobile Platforms2015年移动平台的市场总值将超过250亿美元

SMARTPHONE FORECAST REVISED UP智能手机预测上调

Million Units

Total Smartphone Market智能手机市场总值

29% CAGR 29%年复合增长率

Source: Morgan Stanley, June 2012, IDC 2011来源；摩根斯坦利，2012年6月，IDC2011

百万台

2011年预测当前预测


>100% CAGR Since 19901990年以来年复合增长率>100%

CONTENT CONSUMPTION DRIVING TRAFFIC GROWTH内容消费驱动流量增长

1990 1991 1992 1993 1994 1995 1996 1997 1998 1999 2000

80K

0

Peta

byte

s pe

r Mon

th拍

字节

每月

Source: Cisco VNI, sixrevisions.com 2012来源：CIsco VNI，sixrevisions.com 2012

，




80K

01990 1991 1992 1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011

Source: Cisco VNI, sixrevisions.com 2012来源：CIsco VNI，sixrevisions.com 2012

Peta

byte

s pe

r Mon

th拍

字节

每月




80K

01990 1991 1992 1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015

Peta

byte

s pe

r Mon

th拍

字节

每月

Source: Cisco VNI Index May 2012来源：CIsco VNI指数，2012年5月

Between 2011 and 2016, mobile data traffic is expected to increase 18-fold

在2011至2016年之间，移动数据流量预计将增长18倍

Between 2011 and 2016, mobile data traffic is expected to increase 18-fold

在2011至2016年之间，移动数据流量预计将增长18倍

By 2016, the gigabyte equivalent of all movies ever made is expected to cross global IP networks every 3 minutes到2016年，全球IP网络将每3分钟流过相当于已生产电影

总量的流量

By 2016, the gigabyte equivalent of all movies ever made is expected to cross global IP networks every 3 minutes到2016年，全球IP网络将每3分钟流过相当于已生产电影

总量的流量

Annual global IP traffic is expected to surpass1.3 zettabytes (1021) by the end of 2016

2016年年末，年全球IP流量预计超过1.3泽字节（1021）[Equivalent to 110 exabytes (1018) per month or 150

petabytes (1015) per hour or 40 terabytes (1012) per sec]【相当于每月110艾字节（1018），或每小时150拍字节（1015），或没

秒40兆兆字节（1012）】

Annual global IP traffic is expected to surpass1.3 zettabytes (1021) by the end of 2016

2016年年末，年全球IP流量预计超过1.3泽字节（1021）[Equivalent to 110 exabytes (1018) per month or 150

petabytes (1015) per hour or 40 terabytes (1012) per sec]【相当于每月110艾字节（1018），或每小时150拍字节（1015），或没

秒40兆兆字节（1012）】


SMARTPHONE DYNAMICS智能手机的动态

Small Cells and Wi-Fi Routers Upgrade Network Capacity小型基站及Wi-Fi路由器提升了网络容量

Small Cells and Wi-Fi Routers Upgrade Network Capacity小型基站及Wi-Fi路由器提升了网络容量

Complete Platform Solutions Enable Mass Market Price Points

完整的平台解决方案促成了大众化的市场价格

Complete Platform Solutions Enable Mass Market Price Points

完整的平台解决方案促成了大众化的市场价格

Dual-Band Wi-Fi and Connectivity Capabilities Increasingly Essential

双频Wi-Fi和连接功能越来越重要

Dual-Band Wi-Fi and Connectivity Capabilities Increasingly Essential

双频Wi-Fi和连接功能越来越重要

在路上-蜂窝系统

在机场-Wi-Fi热点在家中-无线接入

在手中-便携Wi-Fi热点


BREADTH OF IP NEEDED TO BUILD THE MOBILE SMARTPHONE PLATFORM 建立于广阔的技术IP之上的智能手机平台

Cellular SoC

EcoSystem OSExample: Android

2G, 3G/HSPA+,4G/LTE Modem2G，3G/HSPA+,4G/LTE 调制解调器

Applications Processor应用处理器

Graphics, Video, and Imaging图形、视频与成像

Wireless ConnectivityWi-Fi, BT, GPS, NFC

无线连接Wi-Fi，BT，GPS，

NFC

Cellular RF andPower Management Unit

手机射频与电源管理单元


INTEGRATED 3G ANDROID SMARTPHONE PLATFORMS集成化的3G安卓智能手机平台

Shipping量产

21654G

HSPA7.2/5.8 Mbps

A9 1 GHz

720p8 GFLOPS

Sampling Now提供样品

28145

HSPA+21/5.8 Mbps

720p24 GFLOPS

Dual A9 1 GHzDual VPU


28155

HSPA+21/5.8 Mbps

1080p24 GFLOPS

Dual A9 1.2 GHzDual VPU

Cellular SoC

App

Pro

c应用处理器

Gra

phic

s图形

Mod

em调制解调器

Complete Turnkey Reference Design for

Android为安卓系统提供完整的

交钥匙参考设计


INTRODUCING NEW CONCEPT QUAD CORE (2+2)博通推出新四核芯片

Unique dual vector processing unit (VPU)独特的双矢量处理器

Higher performance, lower power solutions性能更高、功耗更低的解决方案

Advanced graphics for improved gaming先进的图形处理能力，改善游戏体验


28155

HSPA+21/5.8 Mbps

1080p24 GFLOPS

Dual A9 1.2 GHzDual VPU

Affordable, superior alternative to a quad core device比普通四核芯片更实惠和优越的选择


NEW CONCEPT QUAD CORE (2+2) IS HERE TODAY新四核就在这里

Support both 4.5” HD and qHD LCD

既能支持4.5” HD也能支持qHD屏

Split PCBA increasing battery capto 2500mAh断板设计可以使用2500容量电池

Full BRCM chipsets showcased,Including NFC and wireless HDMI完整的博通芯片组方案，包括NFC和无线HDMI

Commercial ready with enhancedUI & features配备增强UI和性能的可量产的方案

Support both 4.5” HD and qHD LCD

既能支持4.5” HD也能支持qHD屏

Split PCBA increasing battery capto 2500mAh断板设计可以使用2500容量电池

Full BRCM chipsets showcased,Including NFC and wireless HDMI完整的博通芯片组方案，包括NFC和无线HDMI

Commercial ready with enhancedUI & features配备增强UI和性能的可量产的方案


BUILDING UPON PORTFOLIO OF AFFORDABLE SMARTPHONES扩大经济型智能手机产品组合

Most Successful AffordableMost Successful Affordable3G Android Platform3G Android Platform

最成功的经济型最成功的经济型3G3G安卓平台安卓平台


RIGHT PRODUCTS, RIGHT MARKETS合适的产品，合适的市场

Complete Smartphone PlatformsWireless Connectivity完整的智能手机平台无线连接

GrowthGrowthOpportunitiesOpportunities

增长机会增长机会

Breadth of IP Proven Track Record of Execution广阔的技术IP已经得到证明的执行成绩

BroadcomBroadcomAdvantageAdvantage博通优势博通优势

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SMARTPHONE MARKET OPPORTUNITIES AND TRENDS IN CHINAarchive.ednchina.com/download.bbs.ednchina.com/ATTACHMENTS_… · Broadcom Proprietary and Confidential. © 2012 Broadcom Corporation