A Clear Roadmap for Value Creation
Successfully executing strategy to address $150B SAM
First 5G modem and
data call
Shipping Datacenter
10nm product
Key
Milestones
Core Mobile
$23B
2015
●
Leading in Android and
China OEMs
Core Mobile
$32B
2020
●
●
●
RF360 joint venture
completes portfolio
Tier 1 design wins
5G next inflection
RFFE
$20B
●
Source: Combination of third party and internal estimates.
Note: SAM: Serviceable Addressable Market; SAM excludes QTL. 2015 SAM excludes adjacent opportunities outside of Core Mobile.
●
FY17 $3B Revenues
>25% YoY Revenue growth
$3B+ FY17 Auto backlog
Compute/MSFT alliance
NXP expected to close
2018
Adjacent Opportunities
$77B
●
Datacenter
$19B
$43B loT & Security
$11B Networking
$7B Mobile compute
$16B Automotive
-$150B
2020
2020 SAM 6x larger, double the growth of core mobile compared to 2015
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