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IC Design

NFC

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Agenda

NFCRFID NFC NFC

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NFC, more than RFID!NFC (Near Field Communication) RFID 13.56MHzRFID NFC(PTP)/(Read/Write) (Card Emulation)NFC PTPRead/WriteCard EmulationPTP Reader/Writer ...Card Emulation ()... 2010NFC SE-SIMSE-SD SE-EmbeddedSE-SIM SE-SDSE-Embedded

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NFCCombo ChipNXPInside secureNFC IC NXP85%NFCCombo chip (3697.TT)NFC ASP(&lt;1 usd) SE() SE-SD SE-SDIC (2436.TT)2011H1 (8299.TT)4Q11 (3555.TT) NFCNFC13.56MHz WIFI (LDS) NFC LDS(6285.TT)(3508.TT)

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NFC, More than RFID!

NFC RFID

RFID

&lt;134 KHz 13.56 MHz 433/956 MHz

NFC

Contactless

ISO 10536 &lt;2mm ISO 14443 &lt;10cm ISO 15693 &lt;70cm

Peer To Peer

ISO 18092

Read/Write

ISO 14443 ISO 15693

2.4/5.8 GHz

Card Emulation

ISO 14443

NFC Forum(2011/11)

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PTP

NokiaNFC Android Market NFC

Nokia(2011/11)

ZDC(2011/11)

PTPNokiaNFC Android Market NFC PTPNFC

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R/W

.

(2011/11)

(2011/11)

RFID NFC ...

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R/W&quot;&quot;

Nokiae-Tag Nokia NFC tag

Nokia(2011/11)

(2011/11)

NokiaNFCNokiaNFC e-TagNokiaeTagNokia

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R/WNFC&quot;&quot;

LBS&quot;&quot;NokiaStarbucksNFC

Nokia(2011/11)

NFCLBS&quot;&quot;NokiaNFC NFC1181217 121725

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Card Emulation

...

...

(2011/11)

...

...

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Google Wallet

PaymentsOffer &amp; Loyalty

Google Wallet

()

Google(2011/11)

New YorkSan Francisco Master Card()VisaDiscover American Express Citibank First Data Sprint Nexus S

Google(2011/11)

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2010-08 2011-05 2011-08 2011-09 &quot;20118 10 NFC-SD NFC SD-HTC s715e(incredible s) NFC

SD 128 (RMB)/ 3610

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(SE)

SE-SIM SE-SD SE Embedded

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SE-SD

NXPNFC SE-SD

Others, 25% Sandisk, 41% Transcen d, 4% Kingston, 7% Samsun g, 11% Toshiba, 12%

NFC IC &gt; 85% 85% 70% 12MIFARE RFID50%

(2011/11)

(2011/11)

NXP

Inside Secure

Broadcom

STM

Infineon

Samsung

NFC SIM SE

SE

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Combo ChipNFC

NFC Controller Combo Chip

Today(2011) NFC Standalone

Future(2012~2013) NFC in Combo chip

(2011/11)

BCM2079x NFC BCM4330 3-in-1 combo chipConnectivity 4-in-1 Combo NFCICcombo chips NFC

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13.56MHz

1. 2.

BP(2011/11) 16

(1)

HTC Incredible S for LDS Blackberry 9900

NFC

ZDC(2011/11)

RIM(2011/11)

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(2)

Google Nexus S Nokia C7-00

(2011/11)

(2011/11)

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APPLE

Apple RFIDTP Module AppleMP3

(2011/11)

[email protected] 2011/04AppleRFID Touch Panel Sensor RFID

(2011/11) 19

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(3697.TT)

STB4Q11:4Q11

90.6~96.6(QoQ+3%~-3%),Display 4Q30%~50%STB 10%~15%4Q1192.3(QoQ-1.1%) 41.8%16.1EPS 3.05 ASPNFC:NFC HTC incredible SNFC NFC(&lt;1 usd) NFCcombo chip NFC

(NTD) 2010 2011(F) 2012(F) (MN) 33,594 35,113 41,223 YOY(%) 30.0 5% 17% (MN) 6,537 6,172 7,120 YOY(%) -33.0 -6% 15% EPS() 12.35 11.66 13.45

EPS529.4 21

(8299.TT)

3Q EPS 3.89 13.2%

4QQoQ+0~5% 111013%4Q 84(QoQ+2%) EPS 3.58

U3 eMMC SSD : eMMC

MicronHynixKSI()3Q5kk/2Q12 Toshiba SSDSSD+HD U3 1Q12100 1H50%U2U3 1Q120.11um55nm

(NTD) 2010 2011(F) 2012(F) (MN) 31,796 32,081 40,979 YOY(%) 30.0 1.0 27.7 (MN) 1,516 2,430 2,984 YOY(%) -33.0 60.3 22.8 EPS() 8.56 13.60 16.70

EPS51.6 22

(3555.TT)

2Q 1H11SD

controller 99.29%USB controller 0.69%0.02%2Q 37.1%32nm MLC SD 2.0 controller 1H1127nm TLC SD3.0 controller 2Q7 50%2Q4Q eMMC SSD controller : 10 eMMC4.52Q12;SSD controller ultrabookSTB4Q11 2Q12

(NTD) 2010 2011(F) 2012(F) (MN) 2,716 2,784 2,903 YOY(%) 58.7 2.5 4.3 (MN) 732 397 420 YOY(%) 2514.2 -45.8 5.7 EPS() 16.35 6.22 6.58

EPS638 23

(2436.TT)

2011

201148% 52%ICICIC ICICTVPC2011 IC201021% 2012SDIO:ICUSB ICSoC2011 ICICSDIO(Secure Digital Input/Output) 8NFC Micro SD300~400K 2-3%2012

(NTD) 2010 2011(E) 2012(F) (MN) 2,273 2,127 2,283 YOY(%) 9.9 -6.4 7.3 (MN) 198 129 152 YOY(%) 45.2 -35.0 17.9 EPS() 0.80 0.52 0.62

EPS246.8 24

(3529.TT)

2Q11(NRE)

9R&amp;D 12 100%NFCIP2

IP4Q0%

ENVM() IP 4Q0%4Q100%

(NTD) 2010 2011(F) 2012(F) EPS761 25 (MN) 843 664 588 YOY(%) 74.7 -21.2 -11.5 (MN) 227 197 252 YOY(%) 78.0 -12.9 27.8 EPS() 3.44 2.60 3.31

(6285.TT)

(LDS)MoCAMoCA DirecTV MoCA BridgeLDS S.P.HTCRIM LTE S.P. LTE LDS 4G LTE LTE NFC LDS NFC LDS S.P. LDS S.P.

(NTD) 2010 2011(E) 2012(F)

(MN) 27,338 34,660 38,668

YOY(%) 72 27 12

(MN) 1,549 1,772 1,935

YOY(%) 89 14 9

EPS() 5.41 6.19 6.76

EPS 286.1

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(3508.TT)

HTC S.P. HTC Smartphone 2011 48~50 KK (2010:24.7KK)2Q11~3Q11 S.P. : ChachaWildfire S Wildfire S 2012 HTC HTC 70% S.P. 2012 HTC 4Q11 explorer NFC S.P. NFC 13.56 MHz Android OS NFC HTC S.P.

(NTD) 2010 2011(E) 2012(F) (MN) 2,809 6,750 8,711 YOY(%) 68 140 29 (MN) 95 961 1205 YOY(%) 103 912 25 EPS() 1.02 10.35 12.98

EPS 92.8

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Information

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