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Broadcom Looks to Build on Wi-Fi 6/6E Momentum with End-to-End Wi-Fi 7 Solutions

COVID-19, work from home and study from home have accelerated the demand forWi-Fiproducts at an unprecedented rate. According toCounterpoint Research’s latest estimates, Broadcom shipped more than 1.2 billion Wi-Fi chipsets in 2021 for the smart device and gateway segments.

Broadcom has been one of the key players leveraging their strong position in providing Wi-Fi chipset solutions to capitalize on this surge in demand. The company has been at the forefront with its vision and路线图to deliver advanced Wi-Fi experiences. Wi-Fi 6/6E has been the major growth driver for Broadcom across bothconsumerand enterprise segments. Since the launch of its Wi-Fi 6 portfolio, Broadcom has shipped more than a billion Wi-Fi 6/6E chipsets globally. Riding on this success, Broadcom recently announced its complete portfolio of the next-generation Wi-Fi 7 chipsets.

The new Wi-Fi 7 standard unlocks newer capabilities that provide users a richer experience when they connect, learn, game, and consume content. This standard boosts capacities and throughputs to multi-gigabit levels even in congested scenarios. Wi-Fi 7 more than doubles the bandwidth compared to the current generation of Wi-Fi 6 solutions by leveraging two or more availablespectrumbands and advanced modulation and transmission techniques. This drives next-generation applications such as UHDvideo streaming, low-latencyAR/VR,cloud gamingand higher capacity hotspots even in constrained environments not possible earlier.

Broadcom’s Latest Wi-Fi 7 Solutions Driven by Key Foundational Capabilities

Broadcom Looks to Build on Wi-Fi 6/6E Momentum with End-to-End Wi-Fi 7 Solutions

  • 320 MHz channel:Wi-Fi 7 brings double the channel width compared toWi-Fi 6/6E.r通道带宽决定了信号的数据ate. The higher the channel bandwidth, the faster the connection. On the 6 GHz Wi-Fi band, it can provide 3×320 MHz channels. 320 MHz effective channel can be created by combining two 160 MHz channels in the high bands. This, in turn, allows for improved user data speeds and capacity.
  • 4K-QAM (Quadrature Amplitude Modulation):QAM transmits data through symbols containing a specific number of bits. It is an advanced modulation technique for digital telecommunication. The higher the number, the more data is carried in each cycle. The new 4096-QAM can transmit 12 bits per symbol as compared to 10 bits of 1024-QAM, which results in the peak PHY data rate increasing by 20%.

Broadcom Looks to Build on Wi-Fi 6/6E Momentum with End-to-End Wi-Fi 7 Solutions

  • 多操作(MLO)allows two bands (5 GHz and 6 GHz) to be combined to form a single connection. This allows APs and base stations to have multiple radio interfaces to transmit and receive data. In situations where the wireless traffic is non-uniformly distributed across the channels, MLO aids in improving the network reliability and capacity under tough conditions, while ensuring continued availability of bandwidth and speed to mission-critical and consumer applications.
  • Zero-Wait Dynamic Frequency Selectionis a system that is designed to eliminate the wait time while connecting to another channel. Access points need to change their channel immediately when a radar signal is detected in the current DFS channel. When transferring to a fresh channel, the access point must hear to the medium for a minute before it is allowed to transmit a beacon to be certain that no radar is presently being operated on the same channel. This allows the transition to a newer channel with negligible interruption.
  • Native Automated Frequency Coordination(AFC)is an open-source framework system for broadcasters that pertains to (6 GHz) indoor/outdoor applications. AFC improves the range and lowers the latency while transmitting at higher power. AFC in the background allows the device to validate with a registered database in real time, calculate the channel and spectrum availability, and allot the available frequency while the existing services are shielded and safe from interference. This helps improve Wi-Fi range and link speed. It automatically boosts coverage even in the 6-GHz transmit range for both indoor and outdoor environments and makes use of the best available spectrum.

Broadcom Looks to Build on Wi-Fi 6/6E Momentum with End-to-End Wi-Fi 7 Solutions

Applications and Use Cases

AR/VR and Gaming:Broadcom aims to drive immersive Metaverse (AR/VR) applications across home and enterprise with its Wi-Fi 7 portfolio. Higher throughputs and reliable connectivity are critical to power the immersive experiences in AR/VR, whereas lower latency is key forcloudgaming experiences where it is incredibly important forgamersto have a lag-free, responsive, and accuracy-drivengameplay

Telemedicine:Doctors can monitor and collect data on patients with the help of sensors from the patient monitoring machines in real time to get instant insight and make quick decisions in these types of mission-critical situations. The high-throughput and low-latency promise can also power remote or robotic surgeries with higher precision and high-definition remote diagnosis or surgery assists.

Multi-room Video/Audio Distributionis another use case that enables users to connect to multiple devices and provides a seamless way to efficiently stream/share the latest 4K movies and stream high-resolution music to multiple devices throughout the home without the hassle ofwires/cableshanging everywhere.

Similarly, there are multiple applications possible where high throughputs, low latency and high capacities are required.

Key Takeaways

  • With the Wi-Fi 7 standard coming to the market, Wi-Fi connectivity will be the powerhouse for digital growth across variousindustriesand applications.
  • Main focuses on reliability and performance in congested networks are vital value propositions that Broadcom is trying to address with its new Wi-Fi portfolio.
  • Latest services such as the Metaverse, cloud gaming, 4K/8Kvideo streamingand enhanced mesh networking can use Wi-Fi 7 to its fullest potential.Smartphonesand AR/VR will be the primary driving force for Wi-Fi 7 adoption.
  • Low latency, high speeds and high reliability from Wi-Fi 7 can power the growing demands of the industrial,retailandenterprisesegments.
  • Broadcom的芯片组被采样是正确的now will make their way into the products in the second half of 2022.
  • Key Broadcom customers which should adopt Wi-Fi 7 solutions starting this year includeApple,Hewlett-Packard, Motorola,IBM, Linksys, Tenda, Cisco, and others.

However, the competition remains strong asQualcommcontinues to expand its Wi-Fi 7 portfolio across multiple devices and infrastructure which will drive Wi-Fi 7 adoption faster than we have seen for previous generations.

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萨姆松g Takes Semiconductor Crown From Intel in 2021

London, Hong Kong, Boston, Toronto, New Delhi, Beijing, Taipei, Seoul – January 28, 2022

Semiconductor industry went through significant structural changes in 2021 after entity lists were announced by both China and the US. The overall 2021 semiconductor revenue rankings also varied from the previous year.萨姆松gtook the first position from Intel thanks to its solid growth momentum in both logic IC and memory segments. Memory vendors continued to lead the industry with SK Hynix and Micron taking the third and fourth positions, followed by IC design vendors, including Qualcomm and NVIDIA.

During 2021, many top-tier semiconductor companies reiterated material changes happening in the industry, such as semi content growth, higher inventory level and longer chip lead time due to globalcomponent shortagesas well as logistical issues. The year saw 19% YoY revenue growth with the largest contribution coming from the memory and IC design sectors.

Semiconductor Industry Top Players Revenues & Rankings – 2021

Global Semiconductor Industry Revenues & Company Rankings 萨姆松g took the lead in 2021 with a strong DRAM and NAND flash market performance at the expense of Intel’s relatively flattish results. Majorsmartphone SoCand GPU vendors also enjoyed strong growth in the year with over 50% YoY revenue increase. In addition, we saw 27% YoY revenue growth among the top 15 vendors, outperforming global semiconductor revenue growth and implying another year of centralized semiconductor industry.

In general, we believe supply constraints will likely persist before H2 2022, though our checks suggest some amount of component shortage easing. Looking ahead, foundries are adding new capacities in 2023 and most of them hold optimistic views on their partnerships and utilization rates even if supply and demand normalize in the foreseeable future. High performance computing, metaverse (AR/VR/XR), 5G and automotive remain key semi content growth drivers for the industry.

Disclaimer: This ranking consists of chip companies. Foundry revenue is not included to avoid double counting.

Background

Counterpoint Technology Market Research is a global research firm specializing in products in the TMT (technology, media and telecom) industry. It services major technology and financial firms with a mix of monthly reports, customized projects and detailed analyses of the mobile and technology markets. Its key analysts are seasoned experts in the high-tech industry.

Analyst Contact:

William Li

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