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GLP2020Progress Status
Hirokazu Hamada
April 26th, 2019
https://www.anritsu.com
TSE code:6754
Representative Director, President, Group CEO,Anritsu Corporation
2 Copyright© ANRITSU CORPORATION
All information contained in this release which pertains to the current plans, estimates, strategiesand beliefs of Anritsu Corporation (hereafter "Anritsu") that is not historical fact shall be consideredforward-looking statements of future business results or other forward-looking projections pertinentto the business of Anritsu. Implicit in reliance on these and all future projections is the unavoidablerisk, caused by the existence of uncertainties about future events, that any and all suggestedprojections may not, come to pass. Forward-looking statements include but are not limited to thoseusing words such as "believe", "expect", "plans", "strategy", "prospects", "forecast", "estimate","project", "anticipate", "may" or "might" and words of similar meaning in connection with a discussionof future operations or financial performance.
Actual business results are the outcome of a number of unknown variables and may substantiallydiffer from the figures projected herein.Factors which may affect the actual business results include but are not limited to the economicsituation in the geographic areas in which Anritsu conducts business, including but not limited to,Japan, Americas, Asia, and Europe, changes in actual demand for Anritsu products and services,increases or decreases in the competitive nature of markets in which Anritsu sells products or buyssupplies, changing aptitudes at providing services, and exchange rates.
You also should not place reliance on any obligation of Anritsu to update or revise any forward-looking statements, whether as a result of new information, future events or otherwise. Anritsudisclaims any such obligation.
Cautionary Statement
Copyright© ANRITSU CORPORATION3
Agenda
I. GLP2020 Progress Status and FY2019 Initiatives
II. MWC 2019 Report
III. Roadmap of 5G
Appendix
Latest Trends in 5G and Anritsu’s Test Solutions
4 Copyright© ANRITSU CORPORATION
53.570.6
71.276.0
73.467.7
59.3
54.4 60.068.2
69.0 70.0
12.3
14.214.4 16.9 16.2
18.919.6 22.5
23.523.1 24.5
26.0
0.0
4.0
8.0
12.0
16.0
20.0
24.0
0.0
20.0
40.0
60.0
80.0
100.0
120.0
FY2010 FY2011 FY2012 FY2013 FY2014 FY2015 FY2016 FY2017 FY2018 FY2018 FY2019 FY2020
Act Act Act Act Act Act Act Act Plan Act Plan Plan
Op. profit
(B Yen)Revenue
(B Yen)
Op. profittrends
Other
PQA
T&M
Op.margin
consolidated 9% 15% 17% 14% 11% 6% 5% 6%
T&M 9% 20% 21% 17% 12% 7% 4% 3%
PQA 5% 4% 6% 7% 5% 6% 7% 9%
GLP plan GLP2012 GLP2014 GLP2017
77.9
93.6 94.7101.9
95.5
86.0
Now98.8
87.6
Op. profittrends
T&MRevenue
PQARevenue
GLP20XX:Name of business plan
105.0
92.0
7% 11% 10% 14%
6% 14% 12% 14%
9% 7% 8% 12%
GLP2020
Ⅰ- 1. GLP2020:Revenue and Op. profit Plan Progress
99.7 102.0
18%
20%
>12%
GLP2023
Target
FY202X
5 Copyright© ANRITSU CORPORATION
100.0 B Yen
Automotive/IoT
5G
Op. Margin: 20%
FY2018Actual
GLP2020FY202X
Data Center/Computing
New Business
70.0 B YenOp. Margin: 14%
Ⅰ- 2. GLP2020 Progress Status in T&M Business
FY2019 Initiatives
Capture growth opportunities by focusing on boosting competitiveness in 5G business
- Enhance global development framework and customer support system
- Promote conformance test system business
FY2019Plan
Op. Margin: 14%
69.0 B YenOp. Margin: 12%
68.2 B Yen
6 Copyright© ANRITSU CORPORATION
Ⅰ- 3. GLP2020 Progress Status in PQA Business
FY2018Actual
GLP2020FY202X
FY2019Plan
Americas
Japan
EMEA
Asia
30.0 B YenOp. Margin : ≧12 %
26.0 B YenOp. Margin: 12%
24.5 B YenOp. Margin: 8%Op. Margin: 7%
23.1 B Yen
FY2019 Initiatives
- Strengthen sales bases in Americas and Europe
- Promote shift to platform solutions
7 Copyright© ANRITSU CORPORATION
- Sustainable growth in 2020 and beyond
- Become a highly profitable company. Operating
margin of 18%.
- A company that regularly
earns over 100.0 billion yen.
Ⅰ- 4. Set out for Beyond2020
Grow sustainably beyond 2020 while supporting the safety and security of society.
2019
GLP2020
5GCommunication
5Gapplications,Automotive
Non-telecom T&M business
Food safety
Drug Safety
T&M
PQA
NewBiz
Resolve social issues by realizing Beyond 2020
8 Copyright© ANRITSU CORPORATION
Ⅱ . MWC 2019 Repor t
9 Copyright© ANRITSU CORPORATION
Foldable smartphones were the center of attention.
Many device vendors exhibited 5G smartphones.
HuaweiMate X 5G
TCL
Black Berry
The spotlight was on 5G smartphones and foldables.
SamsungGalaxy S10 5G
LG
V50 5G
Sony
Xperia
Huawei
Mate 20
Xiaomi
Xiaomi 9
ZTEAxon 10 5G
TCLAlcatel 7 5G
SamsungGalaxy Fold
TCLDragon Hinge
MWC 2019, the largest mobile event in the worldheld in Barcelona, Spain, from February 25 to 28. Ⅱ-1. Overview of MWC19
10 Copyright© ANRITSU CORPORATION
5G StadiumEdge
ComputingFor V2X5G Factory
Music Play
xR(VR, AR, MR, SR)
Ⅱ-2. xR a Standout Among 5G Use Cases
AR : Augmented Reality VR : Virtual Reality MR : Mixed Reality SR : Substitutional Reality
Telemedicine
The name “xR” is catching on as an umbrella term for AR, VR, MR and SR. New expressions and uses are growing.Industrial IoT proposals that take advantage of low latency 5G are increasing.
11 Copyright© ANRITSU CORPORATION
Ⅱ-3. Anritsu Booth
CATR : Compact Antenna Test Range
Anritsu display covered our full lineup from 5G development to conformance tests, manufacturing and maintenance.
MS2090AField Master Pro9kHz – 54GHz
First showcase of CATR chamber
First showcase of handheld spectrum analyzer for 5G
Performance test for commercial devices RF Conformance test Protocol
conformance test
12 Copyright© ANRITSU CORPORATION
Ⅱ-4. All Eyes on 5G Live Demonstration Example Using MT8000
Sub6GHz throughput demonstrationAchieved stable over 4 Gbps
Media Tek
SonyQualcomm
Inseego
Connectivity tests were conducted with Qualcomm, Sony, MediaTek and Inseego devices.
Anritsu Booth Media Tek Booth
13 Copyright© ANRITSU CORPORATION
CY2018 CY2019 CY2020
3GPP Rel.15 NSA specifications(Phase1 Ultrahigh speed)
★ Rel.16 (Phase2 Extended use cases such as ultra-low latency, super large number of connections)
Expand commercial device development Expand commercial device development
*Created by Anritsu referring to publicly available information
Pilot device developmentPilot device development
Rel.15 Commercial chip developmentRel.15 Commercial chip development
Rugby World Cup
Tokyo Olympics・Paralympic
Ⅲ-1. Roadmap of 5G
MWC19
5G frequency assignment
MWC Shanghai
NSA + Millimeter wave (C) *Introduce Sub6 in the future NSA + Sub6(C) *Introduce Millimeter wave in the future
NSA +Sub6&Millimeter wave (P)
SA&NSA + Sub6 (P) SA or NSA+ Sub6 (C)
NSA + Sub6&Millimeter wave (C)
Expand 5G servicesExpand 5G servicesLaunch of 5G services by major business operators in various countries Launch of 5G services by major business operators in various countries
[ Legend ]P. Trial, Pre service, Pre commercialC. Commercial
5G related events
Rel.16 Chip developmentRel.16 Chip development
NSA + Sub6 (C)NSA + Sub6 (C)
★ WRC-19
Rel.16 Device developmentRel.16 Device development
14 Copyright© ANRITSU CORPORATION
Appendix
Latest Trends in 5Gand
Anritsu’s Test Solutions
15 Copyright© ANRITSU CORPORATION
3Gスマホの製造LTEの開発
Market size
Manufacturing of 3G smartphoneDevelopment of LTE
Mobile Market
・ Investment towards Gigabit LTE development
New marketNew market
5G Development5G Development
・ Accelerated investment in 5G(NSA-NR) development・ Investment in 5G(SA-NR) development : China
LTE-Advanced ProLTE-Advanced Pro
5G Manufacturing5G Manufacturing
・5G(Sub6GHz) manufacturing market
LTE-AdvancedLTE-Advanced
・ IoT/ Automotive ・ Utilization of 5G in the new field
Wireline Market
IP Data traffic/Cloud ServicesIP Data traffic/Cloud Services・High speed and increasing capacity of the data center
Business opportunity
・Investment in small cell
20122008 2018 2020 20242019
Appendix-1 T&M:Mobile market trends and Business opportunityNow
16 Copyright© ANRITSU CORPORATION
Sub6GHz600/700 MHz 3.1〜4.2 GHz 4.4〜4.99 GHz 26/28 GHz 38/42 GHz
1GHz 3GHz 4GHz 5GHz 20GHz 50GHz30GHz 40GHz
SubGHz
*Created based on public disclosure information.
Millimeter WaveAppendix-2. 5G Band Allocations in the World
17 Copyright© ANRITSU CORPORATION
| 2018 | 2019 | 2020 | 2021 |
Chipset
Device
Operators
★3GPP Release 15 ★3GPP Release 16
Qualcomm(America)Samsung (Korea)
MediaTek (Taiwan)
Intel (America)Next Chipset
Next Device
We expect full-scale commercial service to begin in 2020 or later.
*Created by Anritsu, with reference to materials from “Public Meeting for Exchanging Opinions on Radio Policy (58th Meeting),” issued by the Ministry of Internal Affairs and Communications (September 21, 2018), as well as other publicly available information.
Samsung(Korea)
LG (Korea)
Motorola (America)
Huawei (China)
Sony (Japan) Sharp (Japan)
Verizon(America)AT&T(America)KT, SKT, LGU+ (Korea)
CMCC (China)
Docomo, KDDI, SoftBank (Japan)
Appendix-3. Current status and outlook for major 5G vendors and operators
18 Copyright© ANRITSU CORPORATION
Baseband Chipset/ RF Front End
Protocol
Conformance Test (CT)
Carrier Acceptance Test (CAT)
Verification of Core Technologies at Chipset Vendors
Evaluation ofFunctions &
Performance at UE Vendors
Conformance Testat UE Vendors& Test Houses
Acceptance Testat Carriers &Test Houses
Mass ProductionTest at UE
Vendors & EMS
Mass ProductionTest at UE
Vendors & EMS
Evaluation of Functions & Performance
MT8000ARadio Communication Test Station
MT8870AUniversal Wireless Test Set
ME7834NR/ME7873NR5G NR Mobile Device Test Platform
RF Calibration & Inspection
Appendix-4. 5G terminal development/manufacturing process and test solutions