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1Inphi Proprietary
Inphi Moves Big Data Faster
Inphi Corporate Update
May 7, 2020
2Inphi Proprietary
Safe Harbor Statement and Non-GAAP Financial Measures
3Inphi Proprietary
Inphi Corporate Presentation
4Inphi Proprietary
Inphi Overview
5Inphi Proprietary
Inphi at a Glance
Notes:1. As of April 2020, pro forma for eSilicon acquisition which closed January 10, 2020. Employee count excludes contractors2. 5% of total FY19 revenue is related to legacy business, including older framers, macro products for telecom and others, not shown here
Founded in
2000
Employees (1)
900+(~85% in engineering)
Differentiated IP (1)
830 Patents
FY2019 Revenue
$366MM
FY2019 Operating Income
$77MM
Cloud Business
56% of total FY19 revenue
PAM Connectivity and Data Center Interconnect (DCI)
Telecom Business
39% of total FY19 revenue
Coherent DSP, TiA, Driver, 5G
Differentiate with broadband linear amplification and higher order modulation opto-electronic solutions
Core competence in high-speed analog, DSP, TiA, Driver, optics, packaging
Critical enabler for high bandwidth solutions offered by cloud partners
Serving Cloud and Telecom customers and markets(2)
Focus on Optical and Networking Physical Layer Solutions
Global Leader in High-Speed Data Movement Interconnects
6Inphi Proprietary
Inphi is the “Bandwidth Business” Leader
Addresses significant opportunity in bandwidth requirements for cloud and telecom/5G infrastructure
Multi-billion dollar TAM in data movement interconnects
Delivers differentiated products with long life cycles and strong gross margins
Experienced management team with proven track record of operational excellence
Focuses on complex high-speed analog ICs, digital signal processors, and related opto-electronics with significant barriers to entry
Sells directly to large top-tier customers that are at the forefront of the digital economy
Strong top line growth and operating margins, with focus on cash flow generation
1
2
3
7
5
4
6
7Inphi Proprietary and Confidential
Inphi Global Locations: Support Customers and Attract Talent
Inphi HQ:Santa Clara, CA
Design CentersUSA: Irvine, Santa Clara, Westlake Village
Canada: Ottawa, VancouverArgentina: Cordoba
Europe: Barcelona, Bucharest, Hanover, Northampton, Pavia
Asia-Pacific: Ho Chi Minh, Singapore
Sales & SupportUSA: Austin, Boston, Chicago, Folsom, Raleigh,
Santa Clara, Westlake VillageEurope: Berlin, Munich
Asia-Pacific: Beijing, Hsinchu, Shanghai, Shenzhen, Tokyo, Wuhan
OperationsUSA: Santa Clara,
Westlake Village
Asia-Pacific: Malaysia, Shenzhen, Singapore, Taiwan
Worldwide Offices in North America, Asia-Pacific, Europe
8Inphi Proprietary
Social
5G Wireless
Cloud
Mixed, Virtual, Augmented Reality
Artificial Intelligence
New Media / Video
e-Commerce
IoT
▲44% (1)CAGR: ‘16–’21Cisco Visual
Networking Index 2017
CAGR: ‘15–’20Cisco IoT White
Paper 2015
▲33% (8)
CAGR: ‘14–’19Cisco Visual
Networking Index 2015
▲33% (6)
CAGR: ‘19–’23eMarketer 2018
▲13% (5)
CAGR: ‘17–’22BCC Research 2018
▲17% (7)CAGR: ‘20–’28Research and Markets 2020
▲ 77% (2)
CAGR: ‘18–’23IDC 2019
▲37% (4)
CAGR: ‘17–’22IDC 2018
▲70% (3)
Multiple Trends Fuel Exponential Data and Traffic Growth
Data and Traffic
Notes:1. SD-WAN traffic, including in the cloud, expected to
grow at a CAGR of 44% (‘16-’21)2. Global 5G wireless market expected to grow at a
CAGR of 77% (‘20-’28)3. Worldwide spending on AR and VR products
expected to grow at a CAGR of 70% (‘17-’22). 4. Worldwide IT spending on AI software and software
platforms expected to grow at a CAGR of 37% (‘18-’23).
5. Video ad spending expected to grow at a CAGR of 13% (‘19-’23).
6. Global internet video traffic expected to grow at a CAGR of 33% (‘14-’19).
7. Global e-commerce market expected to grow at a CAGR of 17% (‘17-’22).
8. The number of computing devices in the IoT expected to grow at a CAGR of 33% (‘15-’20).
9Inphi Proprietary
Electronic Payment
New Virtual Experiences
Work from Home
Security
Telemedicine & Virtual Fitness
Shopping, Food, Meal Delivery
Play from Home
SOURCE: Zoom
▲2,000%+
SOURCE: CNN▲50%
SOURCE: CNBC Verizon
▲75%
SOURCE: Facebook▲50%
SOURCE: Teledoc
▲100%+
SOURCE: FierceWireless▲35%
CAGR data from various industry sources & Inphi estimates
COVID-19 Trends, April 2020 Socialize & Learn from Home
Stream from Home
SOURCE: GlobalWedIndex
▲52%
SOURCE: Sensor Tower
▲322%
62% rateSOURCE: Thomson Reuters; Ipsos
Data and Traffic
See Inphi Blog: https://www.inphi.com/bandwidth-in-the-age-of-covid-19/
10Inphi Proprietary
COVID-19 Bandwidth Constraint Positively Impacting Infrastructure
Cloud capex growth in 2020 should outpace
2019’s 3% growth Six months of expected demand in four weeks
US fixed network usage rose 20-35%
Mobile traffic volumes are up 40%
Increased 2020 capex guidance $500M
Up 775% in Cloud related Services CDN Traffic up 30%
M/M in March 2020; more than doubled Y/Y
Cloud IT Infra Spend should grow 3.6% in 2020 vs 2.1% in 2019
Daytime home internet usage up 60% while the
evening is up 20%
See Inphi Blog: https://www.inphi.com/bandwidth-in-the-age-of-covid-19/
11Inphi Proprietary
Historical global internet traffic and reported spike due to COVID-19
Dot.comCollapsed
Financial Crisis
Internet 1.0
Internet 2.0
Internet 3.0
See Inphi Blog: https://www.inphi.com/the-rise-of-internet-3-0/
12Inphi Proprietary
Explosion of Data and Traffic Drives Optical Market
$400M $1.2B$400M
Source: Light Counting, June 2018
Sales of Optical Interconnects ($M)
13Inphi Proprietary
Inphi Products and Technology
14Inphi Proprietary
Inphi Leads in Physical Layer Data Movement for Cloud and Telecom Customers
Analog, DSP, Optics
Processing
Storage
Networking
Switching,Routing, NIC
CPU, GPU, AI
Physical Layer
Storage, Memory
15Inphi Proprietary
Inphi Leads in Physical Layer Offerings across Multiple MarketsTelecom
Long Haul / Metro5G / Access / Cable
CloudInside Data Centers Between Data Centers
Coherent DSP, TiA, Driver
PAM DSP, TiA, Driver
DWDM Optical Module
Silicon PhotonicsRetimers, Gearbox
16Inphi Proprietary
Low PowerHigh Performance
Long Reach
Fast Time-to-market
Competitive Cost
Dedicated Customer Support
Best Quality
Inphi Provides Complete Electro-Optics PHY Platform for Customer Success
PAM DSPCoherent DSP
SiPhoor
Partner Optics
DriverTiA
Physical Layer Platform
17Inphi Proprietary
Higher Order Modulation = More Data, Higher Density, More Cost Effective Optics
Analog NRZ
1X
PAM 4 DSP
2X
Encoding
Inside DC / 5G
Coherent DSP8X for 16QAM
ZR / Long Haul-Metro
1980-2018 2019-2029
(2 bits/symbol)
(4 bits/symbol, dual polarization)
18Inphi Proprietary
Inphi = Faster, Better, Cheaper Physical Layer
Physical Layer Higher Order Modulation
More Data
Faster SpeedsHigher Frequencies
Complete PlatformTiA + Driver + DSP + SiPho
Longer ReachDSP + FEC
More Cost EffectiveDSP + Optical Platform
Higher DensitySilicon Photonics
Lower PowerDSP + SiPho +
Advanced CMOS
19Inphi Proprietary
Grow PAM Inside DC + 5G, Coherent Between DC + Long-Haul/Metro
Next Gen Coherent 800G DSP
PAM early adoption, COLORZ 100G
Canopus 400G DSP
M200 200G DSP, 28, 32 & 45 Gbaud TiA/Driver
64 & 96 Gbaud TiA/Driver
PAM production ramp, PAM retimer, 5G start
PAM mainstream, 400G ZR ramp, 5G ramp
400G ZR+, 128 Gbaud TiA/Driver
PAM next gen, 400G ZR mainstream
Coherent
PAM
2019
20Inphi Proprietary
Inphi Awards and Innovation
21Inphi Proprietary
Inphi Recognized for Excellence: 22 New Awards for Quality & Technology in 2017-2020
Fujitsu
2015
ECN ImpactNeoPhotonics
SumitomoHuawei FiberHome
Cisco LightWave InnovationSumitomo Electronics Device Innovation (SEDI)
20152013
Best Partner
Quad Linear Driver
PAM4
2015
Excellence in Emerging Technology
Innolight
2015
COLORZ
COLORZ®
2018
16nm Polaris™PAM4
Platform
2017
2017 20182017 2017
2017 20172018
Best Delivery
2018 2017
Hisense
2019
Innovation
2018
Supplier of the Year
2019
Distinguished Partner
TechnicalAdvancement
2019
Porrima™PAM4
Platform
2019
H3C
Best Cooperation
OutstandingContribution
20192019
Supplier of the Year
COLORZ II
20202015
Canopus
2013-2016
Supplier of the Year
Porrima Gen2PAM4
Platform
2014 20162018
Best Delivery
Best Quality Company
Core Partner Excellence
22Inphi Proprietary
200140G Differential Driver
Modulator Driver+
40G TIA
200928G Coherent TIA
+28 Gbps Differential Modulator Driver
201228G CMOS SERDES
+32G Linear
Modulator Driver
201445G Linear
Modulator Driver +
45G Coherent TIA +
PAM
2016COLORZ for 80km DWDM
+SiPho Platform for 100G Data Center
+Shipped 1M 100G
Coherent Amplifiers & Drivers+
64G Coherent TIA+
Lowest Power CDR+
400G CFP8 Platform(28nm PAM DSP / Driver / TIA)
2015Smallest Form Factor
+SMT Linear Driver
+PAM 4
201764G Coherent Driver
+28G EML Linear Driver
+Polaris Platform
(16nm PAM DSP / Driver / TiA)+
M200 Low power Coherent DSP for Metro & Long Haul
+VegaTM DSP
16nm Retimer & Gearbox for LineCards
2018Porrima Platform
(Porrima 100/400G DSP + Driver + TiA)+
28G MMF Linear TiA + VCSEL Driver+
56G TiA & Driver+
CFEC Adopted as OIF ZR Standard
History of Delivering Leading Edge Products
2019Porrima 400G PAM4 Production
+Porrima Gen2 with Integrated CMOS Driver
+56G TiA & Driver
2020SpicaTM First 7nm 800G PAM4 DSP
+Porrima Gen3 Single-Lambda PAM4 platform
+CanopusTM First 7nm Coherent DSP
100/200/300/400G+
COLORZ II First 400ZR QSFP-DD Transceiver+
CapellaTM 7nm 56G SerDes
23Inphi Proprietary
Market, Financials, Team, Culture
24Inphi Proprietary
Large Total Addressable Market (TAM)
Millions of 10 /40 / 50 / 100 / 200 / 400 / 600G Ports
Source: Inphi Estimates based on various market data
$4 Billion Interconnect TAM in 2022
100s Ks Ports10s Ks COLORZ Ports 100s Ks Coherent
ZR/ZR+Ports
Millions of PAM Ports 500K Ports
Coherent > 40kmPAM < 40km
TelecomLong Haul / Metro5G / Access / Cable
CloudInside Data Centers Between Data Centers
25Inphi Proprietary
49% 44% 37% 39% 40%51%
56% 63%
61%
60%
2018 2019 2020 2021 2022
$500
$894$1165
$2010
$3008Served Available Market, SAM ($M)
Telecom
DC
SAM grows 6X from ‘18 to ‘22, faster than TAM growth
SAM Grows Faster than TAM by Increasing Exposure to Cloud Customers
Source: Inphi Estimates based on various market data
26Inphi Proprietary
2019 Marks a Return to Revenue Growth
$36 $43
$100
$193
$266
$348
$295
$366
2012 2013 2014 2015 2016 2017 2018 2019
Inphi Revenue ($M)
27Inphi Proprietary
Strong Strategic Fit… …and Significant Anticipated Financial Synergies
Best Quality
PAM SerDes
2.5D Packaging
CustomSilicon
DSP
TiA,Driver
SiliconPhotonics
World Class Operations at Scale Revenue Growth Acceleration
Scale to Invest for Customer/Partner Success
Operating Leverage
EPS Accretion and Acceleration
+
Inphi + eSilicon Lead in 2.5D Electro-Optics for Cloud + Telecom
28Inphi Proprietary
Solid Financial Model
Non-GAAPQ1’19 Q4’19 Q1’20
Gross Margin 70.7% 69.2% 64.2%
R&D 40.8% 37.3% 31.0%
SG&A 10.9% 9.2% 8.7%
Op. Margin 19.0% 22.7% 24.5%
Effective Tax Rate 4.4% 4.8% 6.3%
Net Income 18.7% 22.4% 22.6%
29Inphi Proprietary
Position Background
John Edmunds CFO
Loi Nguyen Founder, Sr. VP, Optical Interconnect
Radha Nagarajan CTO & SVP, Platforms
Ron Torten CIO & SVP of Operations
Oscar Agazzi VP Engineering, Coherent DSP
Ford Tamer President and CEO
Lawrence Tse SVP of Engineering
Eric Hayes SVP, Networking Interconnect
Charlie Roach SVP, Worldwide Sales
Nariman Yousefi SVP, Coherent DSP
Strong Leadership Team
30Inphi Proprietary
Culture:ThinkEPIC
Execution
People
Innovation
Customers
P
E
I
C
31Inphi Proprietary
EPIC Culture Is How We Run Inphi
CUSTOMERSCommitted to their successLong trusting partnerships
INNOVATIONCulture of entrepreneurship and new ideasPassionate about leading-edge products
PEOPLEEmpowered employee baseEmbrace open communication and respect
EXECUTIONPush limits of timely high quality productsTeam collaboration
C
I
P
E
▪ We are dedicated to our customers and committed to their success.▪ We develop long term trusting business partnerships with our customers.
• We foster an environment where entrepreneurship and new ideas are encouraged.• We focus on building the business and creating impact in our markets. • We are passionate about creating leading edge products in Data Center, Communication,
and Computing.
• We push the envelope to deliver high quality products on time.• We are one team collaborating towards a common goal. • We are responsible for each others success not just our own.• We communicate, debate, decide, plan, and commit.
• We are empowered and are accountable to each other in making the best decisions for the company.• We embrace open communication and treat each other with respect.• We are committed to develop our people to prepare them to meet new challenges. • We recognize employees for their extraordinary efforts in support of innovation, execution,
and customers.
32Inphi Proprietary
Core Competence in high-speed analog, DSP and optics
Broad process technology with complex package design
Clear technology differentiation with higher order modulation
Market leader in next-generation 100G-1T products
Complete platform for low-power optical and networking interconnects
Strong customer relationships and ecosystem partnerships
Why We Win
33Inphi Proprietary
PAM Inside Data Centers, DCI Edge Solutions Between Data Centers
Cloud Market:
The Data Center is the Computer®&
The Cloud is the Network®
34Inphi Proprietary
Cloud Leadership Inside DCs with PAM DSP, TiA, and Driver
The Data Center is the Computer
35Inphi Proprietary
Inside Data Center 100G+ Port Count
LightCounting: LC Ethernet Forecast, September 2018
-
5,000,000
10,000,000
15,000,000
20,000,000
25,000,000
30,000,000
2016 2017 2018 2019 2020 2021 2022 2023
100/200/400GbE Port Count
36Inphi Proprietary
-
5,000,000
10,000,000
15,000,000
20,000,000
25,000,000
2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023
Ethernet Optical Ports
Ethernet Switch / Optical Port Ramp by Speed
LightCounting: LC Ethernet Forecast, September 2018
10GSFP+
40GQSFP+
100GQSFP28
10G
100G
200G/400G
40G
200/400GQSFPDD/OSFP
37Inphi Proprietary
Inphi Commercializes PAM4 Technology and Continues To Innovate!
1st PAM4 Silicon28nm
Polaris1st 200G PAM4 DSP
4x50G to 4x50G16nm
Porrima1st 400G PAM4 DSP8x50G to 4x100G
16nm
Capella 112G LR IP
7nm
SpicaWorld’s 1st 800G DSP
8x100G to 8x100G7nm
Porrima 2nd GENPorrima + Int. Driver
8x50G to 4x100G16nm
VegaAny Line Any Rate
PAM4 FEC Gearbox Retimer
16nm
March2016
August2015
Porrima3rd GENWith Int. Driver
7nm
March2020
January2020
September2019
Syrma™ 1G to 56G LR IP
7nm
March2018
August2017
March2017
February2019
Invent 100G COLORZ4x25G to 2x50GPAM4 Module
38Inphi Proprietary
Spica – World’s First 800Gb PAM 4 DSP
39Inphi Proprietary
PAM4 DSP Solutions for Optical Module
2017
2018
2020
Make History with
1st 50Gbps Host to 50Gbps PAM4 DSP
1st 50Gbps to 100Gbps PAM4 DSP
1st 100Gbps to 100Gbps PAM4 DSP
40Inphi Proprietary
2019
2018
2020
OSFP
QSFP-DD
World’s 1st 400Gbps DSP100G / Wavelength
Industry Leading PAM4 DSP100G / Wavelength
Integrated Laser Driver
New 7nm PAM4 DSPExpanded Feature Set
Reduced Power and Lower TCO
Enabling 400G Optical Modules for Hyperscale Data Center &
Cloud Networks
Continued Execution Excellence with Third Generation Porrima PAM4 DSP
41Inphi Proprietary
Ethernet Networking Need 800G Spica for 25.6Tb/s Switching in 1RU
32 x 40GE
32 x 100GE
32 x 400GE
32 x 800GE
25.6TSwitch
12.8TSwitch
3.2TSwitch
1.28TSwitch
40G QSFP+Host: 10G NRZOptical Lane: 4
100G QSFP28Host: 25G NRZOptical Lane: 4
400G OSFP/QSFP-DDHost: 50G PAM4Optical Lane: 8With Polaris
400G QSFP-DDHost: 50G PAM4Optical Lane: 4With Porrima
800G OSFP/QSFP-DDHost: 100G PAM4Optical Lane: 8With Spica
2012 2014 2017 2020
42Inphi Proprietary
Inside Data Centers: Distances, Speeds Drive Transition to DSPs
Flexible reach with Single Mode Fiber & Multimode FiberCost Effective DSP-based PAM4 Optical Interconnects
Source: Corning
Mega-Scale Data Centers
7m to 2km connections
43Inphi Proprietary
Inphi PAM DSP Drives Inside Data Center Connectivity
Driving Front Panel & Backplane
Leading the Market: PAM DSP / FEC / SerDes
Enabling IP / ASICInside Optical Modules
44Inphi Proprietary
Inphi PAM4 DSPs Lead the Inside DC Interconnect Market
Highest Performance PAM4 DSP
Integrated EML/VCSEL/SiPho
Drivers
10G-400G Backplane Retimer
IEEE FEC/PCS
50/100/200/400/800G QSFP-DD / OSFP
Optics
Platform Solutions with TiA/Driver for VCSEL,
DML, EML, SiPho
45Inphi Proprietary
Inphi Delivers Multiple Generations of PAM4 DSP
28nm
16nm
7nm
Multiple Generations
25GNRZI/F
50GPAM4
I/F
28Gbaud Optics
Host ASIC25G NRZ
I/O
Optical Module
PAM4 DSP
50GPAM4I/F
50GPAM4
I/F
28Gbaud Optics
Host ASIC50G PAM4
I/O
Optical Module
50GPAM4I/F
100GPAM4
I/F
56Gbaud Optics
Host ASIC50G PAM4 I/O
Optical Module
100GPAM4I/F
100GPAM4
I/F
56Gbaud Optics
Host ASIC100G PAM4I/O
Optical Module
PAM4 DSP
PAM4 DSP
PAM4 DSP
COLORZ
Polaris
Porrima
Spica
46Inphi Proprietary
Cloud Leadership Between DCs with Silicon Photonics, DCI Edge Solutions
The Cloud is the Network
47Inphi Proprietary
Data Center Moving Towards Distributed Architecture
Distributed Metro Data Center
DWDM Bandwidth (<120km)
Peta
bit/s
5 year CAGR: 55%
0
140
Source: Cignal AI 2019 & Inphi Estimates 2019
48Inphi Proprietary
Traditional Data Center Interconnects
Data Center 1 Data Center 2
InternetInternet
TOR Switch
Edge SwitchEdge Switch
TOR Switch
ServerServer
Core Switch/Router Core Switch/Router
Transport Transport
Long Haul DWDM Transport Network
49Inphi Proprietary
The Rise of the New ZR Data Center Interconnects (DCI)
Data Center 1 Data Center 2
TOR Switch
Edge SwitchEdge Switch
TOR Switch
ServerServer
Core Switch/Router Core Switch/Router
Connecting edge switches
Connecting routers
50Inphi Proprietary
Coherent DWDM
400G FR4
400G FR4
400G FR4
400G FR4
Eliminates 2 Gray Modules & Box “Shrinks” DCI Box Layer into Pluggable
Module
Switch/Router
COLORZ II Benefits – Reinventing DCI with Lowest Cost & Power, Higher Density
BEFORE
Coherent DWDM400G FR4
Switch/Router
NOW
COLORZ II 400ZR
51Inphi Proprietary
Microsoft is very clear on the benefits of COLORZ
Mark Russinovich, CTO, Azure, Microsoft Ignite 2017
52Inphi Proprietary
Silicon Photonics Enables Robust Platform Solution, Lower Power, Higher Density
Inphi COLORZ Leading Volume Shipments for 100G IP over DWDM
Source: Cignal AI & Inphi estimates April 2020
2019 DCI Market Share by Port Count
2016 2017 2018 2019
Cumulative COLORZ Unit Shipments
100k
Industry first QSFP28 DWDM optical module
COLORZ Surpasses Significant Milestone Of 100K Units Shipped
OpticsSilicon Photonics
Analog
Linear Driver and TIA
DSP
PAM DSP, High Speed SERDES
Quality
Validation and Manufacturability
29%34%
53Inphi Proprietary
Pluggable Optics Enable Low Cost IP over DWDM
2010 2014 2016 2019
Inphi COLORZ100G QSFP28
PAM DWDM
OTN Transport
Source: Inphi estimates
Switch & Router Pluggable Optics enable IP over DWDM
“DCI Box”
COLORZ II400G-ZR QSFP-DD
Coherent DWDM
54Inphi Proprietary
DCI – Campus5km
DCI – Edge120km
DCI – Metro/Long Haul120km ~ 3,000km
5G Backhaul/Core
BBU
5G
5G
5G
5G Midhaul, AnyhaulRRH
Expanding DCI … With ZR+ and ZR-
Cable,Access
55Inphi Proprietary
Coherent DSP, Coherent TiA and Driver
Telecom Market (including 5G & Cloud Between DCs):
56Inphi Proprietary
440
980
2018 2022
Inphi Coherent DSP, TiA, Driver Lead Telecom in Going Back to Growth
New Products + Markets/Customers + Increased Share
Coherent DSP 64G TiAs, Drivers
Line Card Customers Module Customers Optical SubsystemCustomers
Company Data and Research Estimates, July 2019
100G+ Port Shipments22% CAGR 2018-2022
57Inphi Proprietary
Telecom: Leadership in Coherent DSP
58Inphi Proprietary
Canopus and M200 Coherent DSP Lead with Highest Performance
Differentiates withhighest performance
16nm SoC for 100G & 200G
Low power technology
EnablesCFP DCO, CFP2 DCO,
MSA, Line Cards
Framer & encryption integrated
Strategic partner for leading system OEM
customers
59Inphi Proprietary
Application: Metro/LH/DCI/Access/Cable Modules: CFP2-DCO, QSFP-DD, OSFP Low power modes: ZR/ZR+ High performance modes: Metro/Long Haul Supports industry interoperability Broad ecosystem
Canopus: Industry’s First DSP Enabling 400G Coherent Pluggables
7nm CMOS Probabilistic shaping 100/200/300/400Gbps Ultra low power Encryption integrated Supports 1000’s km
60Inphi Proprietary
Canopus First to Enable: 400G ZR/ZR+ in QSFP-DD and OSFP
Application: ZR, ZR+ for DCIData rate: 100/200/300/400GReach: 40kms – 1000’s kms
400G QSFP-DD/OSFP
Coherent line card density 14.4Tbits per RUSwitch/Routers
Cost saving more than 50% Power saving more than 75%
Compared to current generation
Cloud Operators “DCI”
61Inphi Proprietary
Canopus First to Enable: 100/200/300/400G in CFP2-DCO
Application: Metro / Long HaulProbabilistic shaping ~ 1.5dB gain
High performance
Multi-Rate CFP2 DCO
DSP power saving more than 75%Flexible pluggable – pay as you grow
Flexible 100-400G wavelengthOTN/Ethernet
Optical Transport Platforms
Transport, Metro/LH
62Inphi Proprietary
Long Haul / Metro100km-2000km
DCI120km
Inphi Coherent DSP Expands Telecom Markets
Cable Networks100km
5G40-200km
Highest BW efficiency
DSP PHY removes Fiber Chromatic Dispersion
Works on existing Fiber Infrastructure
Only viable technology for 40km-10,000km
Coherent TechnologyEnabled by DSP
63Inphi Proprietary
Telecom: Leadership in Coherent TiA/Driver
64Inphi Proprietary
Inphi Supports Customer Transition to Disruptive New Encoding
NRZ
2006 2010 2014 2019
QPSK 16QAM 64QAM
TiA
Driver Limiting Limiting
Linear LinearLimiting Linear
Linear Linear
Encoding 6X2X 4X1X
65Inphi Proprietary
0.0
1.0
2.0
3.0
4.0
5.0
2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 YTD
5.4M Coherent Units Shipped > All Competitors Combined
Industry First 200G Driver
Industry Smallest SMT 100G Driver
Industry First 100G TiA
Coherent TiA/Driver Cumulative Shipments (M Units)
Industry First 400G/600G Driver
Industry First 400G/600G TiA
All references relate to coherent TiA/driver
Industry First Smallest Bare Die 400/600G Driver
66Inphi Proprietary
PAM Platform Enable 100m to 40km with Reduced Optical Components
100m 500m/2km 10km 40km
PAM
Driver
Analog NRZ
1X Encoding
PAM 4 DSP2X
2019-20291980-2018
TIA
Polaris
VCSEL Driver
Quad TIA
200G SR4400G SR8
100G DR1/FR1400G DR4/FR4
Porrima
DML/EML/Sipho Driver DML/EML Driver
50G LR1400G LR8/LR4
50G ER1
Polaris/Porrima
EML Driver
Polaris
Single/Quad TIA Single/Quad TIA Single TIA
67Inphi Proprietary
Inphi Moves Big Data Faster