Short-Range Update
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Short-range update Director of Product Management, Kjetil Holstad © Nordic Semiconductor Nordic pioneered short-range low power IoT Advanced multi-protocol SoCs Leading on integration Propritary Bluetooth 802.15.4 802.15.4 ANT 2.4GHz RF Low Energy Thread ZigBee Ease of use Enabling diversification > 2 billion 2002 2003 2011 2017 2018 units shipped 2 © Nordic Semiconductor Bluetooth Low Energy driving short-range IoT Total Bluetooth Low Energy shipments (million units) 1 629 ~1 billion 1 320 units to be shipped in 2021 . Have surpassed all other short-range 1 050 low-power technologies 812 642 542 424 ~26% 334 unit CAGR 2019-2023 . Continued growth in consumer segments 2016 2017 2018 2019 2020 2021 2022 2023 . Accelerated uptake in non-consumer segments Source: IHS Markit | Technology, now part of Informa Tech, Wireless IoT Connectivity Intelligence Service, 2019 3 © Nordic Semiconductor Opportunity for expansion in 802.15.4 > 250 million Multi-protocol units to be shipped in 2020* Value add opportunity . Basis for Thread, ZigBee and Proprietary . Bluetooth/Thread/Zigbee combo ICs protocols built on top of 802.15.4 . Higher end SoCs . Smart Home and Industrial/Enterprise . Innovation and value in Software Automation * Nordic estimate for SAM in ZigBee, Thread and proprietary 15.4 applications 4 © Nordic Semiconductor Large and fragmented ecosystems Keys: Interoperability – coexistence - security Thousands of devices Locks & security systems Buttons Sensors Household appliances, HVAC, Cleaning, cooking Switches, plugs and lights App stores Hubs/speakers/remotes/ Smart Home voice assistants gateways 5 © Nordic Semiconductor Extremely diverse market space Short-range market unit shipment map – 2019 . Many market verticals with complimentary requirements . Next 5Y; healthy mix of existing large markets and new high-growth markets 6 © Nordic Semiconductor Opportunity for value add and differentiation Scalability across technologies, markets and customers ICs Software Markets Nordic Application Higher value ICs frameworks & reference designs Embedded Connectivity processing System . Investments ASP OS and Increase modules First IC middleware in platforms MCU Boot value per MOU design Manager . Maximize Open Thread Security Software R&D value Lower cost ICs Nordic Nordic Connectivity libraries and stacks drivers Platform that scale at Framework on top of IC Identifying commonalities customers platform General purpose vs Rapid, targeted expansion Portability across ICs specifics 7 © Nordic Semiconductor nRF52 Series – a winning family Total Bluetooth LE listings January-September 2019 421 . Market proven . Unique market insight through our customer base and design win share . nRF52 Series allow us to 120 tactically move in the 47 right direction(s) 38 42 42 25 17 19 2024 9 9 10 10 10 11 13 1 1 1 1 1 1 1 1 2 2 2 2 2 2 2 5 5 5 5 6 6 6 . Further expansion through new software Competitors no. 1-39 Nordic Semiconductor 8 © Nordic Semiconductor nRF52 Series – a winning family Revenue per series from introduction quarter . Platform that will continue to grow over the coming years . From low-end to high-end and still expanding through active customer engagements . Recent additions to nRF52 Series has strengthened ASP for our Bluetooth LE Average selling price, Bluetooth LE (ASP) Year 1 Year 2 Year 5 Year 3 Year 4 Year 0 2015 2016 2017 2018 2019 YTD nRF51 nRF52 9 © Nordic Semiconductor Broad product range maximizes value . New series nRF53 Value . Pushing the boundries upwards . Lower power, more capable, increase security nRF52840 1024kB/256kB aQFN CSP nRF52833 . Mid end SoC 512kB/128kB . Bluetooth 5.1, Thread and ZigBee . 64MHz M4F with 512kB Flash and 128kB RAM nRF52832 aQFN CSP 512kB/64kB . Supports up to 105�C nRF52 QFN CSP nRF52811 . Low end SoC with Direction Finding 192kB/24kB . Bluetooth 5.1, Thread and ZigBee nRF52810 . 64MHz M4 with 192kB Flash and . Further expansion in the 52 series 192kB/24kB QFN CSP 24kB RAM . Tactical and strategic . Capture new high growth markets QFN CSP Available now Roadmap 2016-2018 2019 2020 10 © Nordic Semiconductor Introducing nRF52833 SoC nRF52833 512kB Flash w/Cache In the higher end of the series 64MHz ARM® Multi-Protocol Cortex®-M4F 2.4GHz Radio 128kB RAM AHB / APB / EasyAHB DMA / APB / PPI System Peripherals NFC-A Tag AES DEBUG Oscillators 5�TIMER 3�RTC WDT 32MHz RC/XO nRF52810 nRF52811 nRF52832 nRF52833 nRF52840 32kHz RC/XO Digital, Analog I/F and IO Ports . Extended temperature range up to 105oC 2�UART 3�SPI 2�I2C Power Supply . Bluetooth 5.1, Thread and ZigBee multi-protocol PDM I2S QDEC Two-stage LDO . Same architecture and software as the rest of 2�ACMP 4�PWM 12-bit ADC Buck DC/DC 42-GPIO Crossbar POR BOD the nRF52 Series for ease of adoption 11 © Nordic Semiconductor nRF53 – The new flagship SoC Coming soon Builds on top of nRF52 Series Pushing boundaries upwards . Significantly lower power . Significant performance increase . Security advancements Further aligned with nRF91 Series Architecture and Software platform . Large overlapping customer-base for short- and long-range, increases scalability . Accelerated uptake in non-consumer segment 12 © Nordic Semiconductor Significant ongoing software investment Unifying Nordic Application Cloud applications . Support for all Nordic ICs (>nRF52 Series) frameworks & reference and tools designs . Support for all Nordic wireless technologies (Bluetooth LE, Thread, ZigBee, LTE, NB-IOT) . Complete solution from board to cloud IDE OS and Modern middleware System modules MCU Boot . RTOS integration for complex designs MOU Manager PC & mobile tools . Open source when and where it makes sense Open Thread . Modern development and distribution model Scalable Nordic Nordic Connectivity libraries and HW design & kits . For low and high complexity applications stacks drivers . For single core and multi-core SoCs . Allow customer to focus on application nRF Connect SDK Supporting Components 13 © Nordic Semiconductor nRF52 made stronger through partnerships Direction Finding Mesh Cloud Locationing Quuppa RTLS Wirepas mesh nRF52840 qualified Tile integration in platform supports solution runs on for Amazon nRF52 SDK from nRF52 Series nRF52 Series FreeRTOS platform Nordic 14 © Nordic Semiconductor Audio partnership with Cirrus Logic Strong established partnership Combining excellence of both companies . Nordic – a world leader in low-power RF and Bluetooth . Cirrus Logic - a world leader in audio and voice processing ICs Demonstration vehicle Full end-to-end audio over Bluetooth Low Energy . Industry leading ultra low power consumption . Active customer evaluations 15 © Nordic Semiconductor 1. Significant opportunities in the short-range wireless landscape 2. Continued investments in nRF52 and nRF53 Series to accelerate growth 3. Expanding our reach with strategic partnerships.