ICT Segment Introduction

June 2023

Panasonic Industry Company

Electronic Materials Business Division

11
Agenda : Your Company
Only

1:ICT Market ＆ Panasonic Solution

2:ICT application
- Base Station
- Switch/Router
- Server
- AI server

2
Panasonic Solution Your Company
Only

ICT infrastructure
equipment Wireless communication

Needs
Our products
Multi-layer material Multi-layer material
(up to 80 layers) (up to 10 layers)

Millimeter
Series
Router Server Series
R-5515 Small cell etc.
Switch BBU etc.
R-5575
wave radar
IC substrate material Multi-layer material
Series Series Automotive
IC substrate
Process
Technology Quality Mass Lamination
PreMulti
Evaluation
and
Three Analysis
Core Technology
Technology

Paper phenolic Multi-layer material Automotive EV

material Material Design
Halogen free parts HEV
FC-CSP FC-BGA CSP etc. Technology Series

PHV etc.

Flexible material
Glass composite
material Series Mobile device
Home appliance

Smartphone Tablet PC Laptop

TV Laundry LED
machine lighting etc.

3
ICT Application Your Company
Only

Edge Base Core/Metro

Data Center
Devices Station Network

Mobile Core Router Switch, Router

Macro Cell
Automotive OTN, PTN Server, Storage
IoT Small Cell
Optical Module AI Server

4
 Mobile Data Traffice Forecast Your Company
Only

Increasing data traffic by 5G drives more high-speed and

high-frequency in ICT equipment.

Mobile Device Data Traffic

Global Mobile data traffic

Mobile subscriptions

5G

(EB / month)
FWA
(Billion)

Start
4G 2019
5G
3G

2G 2G/3G/4G

2016 2018 2020 2022 2024 2026 2016 2018 2020 2022 2024 2026

Source: Ericsson Mobility Report

June 2022

5
Megtron, Xpedion Series Application Your Company
Only

Server Switch AI server Optical

Storage Router Supercomputer Transceiver

Hyperscale Datacenter Base station Semiconductor Testing

Probe Card
Test Board
14
6
 Global Share in 2021 (PCB materials) Your Company
Only

Panasonic is the leading company in multi-layer PCB material segment

High Speed Segment

Global Share
(Meg6~Meg7)

Total Total
$18,807M $863M

5%
Source : Prismark 2022

7
 Panasonic High Speed, High Frequency Materials Your Company
Only

High Speed & High Freq. High Freq Application

Switch/Router, Optical transceiver, Server, RBS(AOB) Antenna, Power Amplifier, RBS(AOB),Radar, Satellite

Df@10GHz
Low loss, High Layer Count Low Dk, High Thermal Conductivity
Low loss Low loss

0.001
Ultra low loss

0.002

Very low loss Dk3.0

0.004 0.6W/mk

0.006

low loss

0.008

Mid loss

0.010

8
 General Properties Your Company
Only

HF- HF-
Meg6 Meg6 Meg7 Meg7 Meg7 Meg8 Meg8
Meg2 Meg M Meg4 Meg4S Meg6 Meg6
(G),(K) (N) (GE) (GN) (N) (N) (U)
(E) (N) R-5575 R-5515
R-5775 R-5775 R-5785 R-5785 R-5785 R-5375 R-5375 R-5795 R-5795
R-1577 R-5735 R-5725 R-5725S R-5575 R-5515
(G),(K) (N) (GE)*1 (GN)*1 (N) (E) (N) (N) (U)
Item Low Dk Low Dk Low Dk Low Dk Low Dk Low Dk Ultra-Low
E-Glass E-Glass E-Glass E-Glass E-Glass E-Glass E-Glass E-glass Df Glass
Glass Glass Glass Glass Glass Glass
Halogen
--- --- --- --- --- --- --- --- --- ---
Free Halogen Free Halogen Free Halogen Free Halogen Free Halogen Free

Dk
4.1 3.9 3.8 3.8 3.61 3.35*2 3.61*2 3.35*2 3.35*2 3.78 3.45 3.60 3.0 3.1*3 3.1*3
(10GHz)

Df 0.010 0.005*2 0.006 0.006 0.004 0.003*2 0.003*2 0.002*2 0.002*2 0.0050 0.0027 0.0048 0.0019 0.0016*3 0.0012*3
(10GHz)

Tg 190 210 210 215 210 210 210 210 210 250 250 245 200 220 220
（DMA,℃）

Td 380 360 360 360 410 410 400 400 400 435 435 440 410 370 370
(℃)
CTE XY α1
14-16 12-15 12-14 12-14 14-16 14-16 14-16 14-16 14-16 14-16 14-16 13-16 13-16 17-20 17-20
(ppm/℃)
CTE Z α1
34 31 35 32 45 45 42 42 42 39 39 20 50 50 50
(ppm/℃)
CTE Z α2
200 240 265 250 260 260 280 280 280 200 200 155 300 270 270
(ppm/℃)
Inflammability
(UL94) V-0 V-0 V-0 V-0 V-0 V-0 V-0 V-0 V-0 V-0 V-0 V-0 V-0 V-0 V0

*1 : Guangzhou factory part number , *2 : 12GHz , *3 : 14GHz

9
OEMs, ODMs in ICT market Your Company
Only

North America

EU Korea

China

Taiwan Japan

10
OEMs/ODMs Qualification Status : Megtron series To Panasonic
be read only
for customer
Internal Only

OEMs As of Jan. 2023

○ ◎ － □ □
△ ◎ ◎ □ □
□ ◎ ◎ - △
◎: In Production
□ ◎ ◎ - △ (incl. Prototype)
◎ ◎ ◎ □ □ ○: Qualified
□ ◎ □ □ △
□: Evaluating
◎ ◎ ◎ - △
△:Introduced
□ ◎ ◎ - △
△ ◎ ◎ - △
△ ◎ ◎ - △
◎ ◎ - - △
◎ △ △ △ △
○ ◎ △ △ △
◎ ◎ ◎ ◎ △
△ ◎ ◎ △ △
◎ ◎ ◎ △ ◎
□ ◎ ◎ - △
○ ◎ △ - ◎
△ ◎ ◎ △ △
◎ ◎ ◎ - -
◎ ◎ △ - -
△ ◎ □ - -
OEMs/ODMs Qualification Status : Megtron series To Panasonic
be read only
for customer
Internal Only

As of Jan. 2023
OEMs
◎ ◎ ◎ △ △
◎ ◎ ◎ △ ○
◎ ◎ ◎ △ △ ◎: In Production
◎ ◎ ◎ ◎ △ (incl. Prototype)

◎ ◎ ◎ △ △ ○: Qualified
◎ ◎ ◎ □ △ □: Evaluating
◎ ◎ ◎ ◎ △
△:Introduced
△ ◎ ○ △ △
◎ ◎ ◎ △ △
◎ □ △ △ △
◎ □ △ □ △
△ ◎ △ △ △
△ ◎ △ △ △
△ ◎ △ △ △
△ ◎ △ △ △
◎ ◎ △ △ △
◎ ◎ △ △ △
◎ ◎ △ △ △
□ ◎ ◎ △ △
□ ◎ △ △ △
□ ◎ △ △ △
Agenda Your Company
Only

1:ICT Market ＆ Panasonic Solution

2:ICT application
- Base Station
- Switch/Router
- Server
- AI server

13
 ICT Application / PCB Construction Your Company
Only

Speed/Freq./Gen. Material PCB

Networking PTH
56Gbps 112Gbps
(Switch/Router) 2 → M7→M8
(OTN,PTN) 400GE 800GE 24~40 L

PTH
3 16Gbps → 32Gbps M4→M6
Wired Application

Server 12~20L

AI PTH, HDI
Server 4 56Gbps M7→M8
around ～28L

Optical 100GE M6,M7 PTH, HDI, Anylayer

→ 800GE
Transceiver 400GE HF-M6 ~20L

Probe card M4, M6 PTH

---
Test board M7 ～60～100L

1 Macro
<6GHz M4
PTH,HDI
Wireless

Cell 2~6L
Base
Station Small 28/39GHz M6 HDI, Anylayer
Cell 60GHz M7 8~20L

14
 Your Company

(1) Base Station

Only

(1) Base Station

15
Base Station Market Your Company
Only

5G Base station demand will be drop.

Investment for new area (e.g. India) is still strong.
Market Estimate Market Share (CY2021 Q4)
5G Macro Cell (Sub6GHz)

5G Small Cell (mmWave)

Source: Dell’oro five year forecast report Jul22

Source: Dell’oro report Jul22

16
5G~6G Schedule ＆ PCB Material Your Company
Only

Trend
 Panasonic's low-loss PCB materials show excellent workability in
support of the requirements of leading-edge 5G base stations.

５G (Non stand Alone to Stand Alone) 5G-Advanced 6G

3GPP Rel-17 Rel-18 Rel-19 Rel-20 Rel-21 Rel-22 Rel-23
0.45 - 6GHz
24 - 52GHz 52 - 71GHz
70 - 90GHz
5G PCB requiment 100GHz ~ 300GHz?
Layer
Part PCB design Requirement Panasonic material
count

Antenna Conventional Low PIM Meg2

2~6
(Sub 6GHz) PCB with TH Thickness Control Meg4(W)

Power Xpedion T1
GaN
>10mil CCL 2~6 High Thermal Conductivity
Amplifier Al Cu (R-5575)

Conventional
Tx/Rx Meg4,4S
PCB with ~14 Low Loss & multilayer
board Meg6
TH,HDI
Antenna HDI, Meg6, Meg7
Low Dk & Ultra Low Loss
on Board Any layer, <20 HF-Meg6
& multilayer
(mmwave) Hybrid Xpedion 1

BBU Conventional Low Loss & High layer Meg4,4S

~30
DU,CU PCB with TH count multilayer Meg6

Source : https://www.3gpp.org/news-events/2145-
rel-17_newtimeline
17
 Your Company

(1) Base Station

Only

(2) Networking

18
Switch/Router Market Share Your Company
Only

Following OEMs lead Switch/Router market.

US : Cisco, Arista, Nokia, Juniper
China : Huawei, ZTE, H3C

Switch Router

Total Total
$3,254M $3,264M
(’22 Q3) (‘22 Q3)

Enterprise Switch 100/200/400 market

Source: OMDIA Q3 2022 19

Switch/Router Roadmap and Panasonic Proposal Your Company
Only

112Gbps (800GE) generation will launch soon.

224Gbps research has been started.
Broadcom Tomahawk (Chip for Switch/Router) Roadmap
28Gbps 56Gbps 112Gbps 224Gbps
(12.89GHz) (14GHz) (28GHz) (??? GHz)
Tomahawk6
PCB
102.4T
Tomahawk5
solution?
51.2T
Tomahawk4
1.6TE Cable?
25.6T 800GE x 64 OWG?
Tomahawk3 400GE x 64
12.8T
Tomahawk2

6.4T
400GE x 32
100GE x 64

2016 2018 2020 2022 2024

2024 2026
https://eetimes.itmedia.co.jp/ee/articles/2006/29/news016.html

20
Networking Roadmap Your Company
Only

Many
Several
constructions
structures (CPO, OBO, Pluggable)
Pluggable,,,)
areare
candidate
investigated
for
for
next
Next
generation
Generation
224Gbps
224Gbps
era.
high-speed equipment.

Pluggable

OBO

CPO

21
 Your Company

(1) Base Station

Only

(3) Server

22
Server Market Share Your Company
Only

TOP share is White Box by ODM.

Intel occupy server chip market.

Server Chip for Server

※Exclude Cloud Vender

White Box 100%

80%

60%

40%

20%

0%
Q1 Q1 Q1 Q1 Q1 Q1 Q1 Q1 Q1 Q1
'05 '07 '09 '11 '13 '15 '17 '19 '21 '23
Source: OMDIA Q3 2022

Source: OMDIA Q3 2022 https://www.cpubenchmark.net/market_share.html

23
 Intel Server Roadmap Your Company
Only

Intel platform “Eagle Stream” has launched in 2023.

2018 2019 2020 2021 2022 2023 2024 2025

Birch
Purley Whitley Eagle Stream Stream
Server
4GHz, 8Gbps 8GHz, 16Gbps 16GHz, 32Gbps 16 GHz,
Platform
32Gbps

Gen 3.0 Gen 4.0 Gen 5.0

Chip Skylake Cascade Cooper Ice Sapphire Granite Diamond

lake lake Lake Lake Rapids Rapids Rapids
Generation (14nm) (14nm) (14nm) (10nm) (10nm) (7nm)
(7nm)

Mother PCB 0.65dB/inch 0.85dB/inch 0.96 dB/inch

Requirement TBD
@4GHz @8GHz @16 GHz

Middle Loss Low Loss Ultra-Low Loss TBD

Panasonic
Proposal
Meg2 Meg4 Meg6 TBD

As of Oct. 2022

24
 Your Company

(1) Base Station

Only

(4) Artificial Intelligence (AI)

25
Generative Artificial Intelligence Your Company
Only

Conversational AI has launched, and development

competition is accelareting more and more.

26
AI Server Market Share Your Company
Only

Server OEM produce AI server.

Cloud Vender also develop AI server by themselves.

AI Server Chip for AI Server

FPGA
ASIC

Revenue (mUSD)
2021 1H
$13,320M 独自Chip
/year

GPU

※ Not include Could Vender original AI server

Source : IDC Source : OMDIA 2021

27
AI Server / Accelerator Your Company
Only

AI server module and AI Server

Module AI Server

Habana® Gaudi®2

https://habana.ai/training/gaudi2/
https://habana.ai/press/habana-labs-launches-second-generation-ai-deep-learning-processors/

28
 AI Customer Situation Your Company
Only

Habana® Gaudi®2

https://www.amd.com/ja/graphics/instinct-server-accelerators https://xtech.nikkei.com/atcl/nxt/colu
https://www.nvidia.com/en-us/data-center/h100/ https://habana.ai/training/gaudi2/ https://xtech.nikkei.com/atcl/nxt/column/18/01537/00266/ mn/18/00001/06428/

29
Your Company
Only

30
 Panasonic Proposal for Wireless solutions Your Company
Only

Low
Loss
(U),(N) (U),(N)

R-5515 R-5515 R-5515 R-5515 R-5515

(N),(GN) (N),(GN) (N),(GN) (N),(GN) (N),(GN)
(GE) (GE) (GE) (GE) (GE)

(N) (N) (N) (N)

(E) (E) (E) (E)
(N) (N) (N) (N)
K/G K/G K/G K/G

R-5575 R-5575 R-5575 R-5575

R-1755V
R-1566W

Frequency
High
Loss
~10GHz 10GHz~ 40GHz 40GHz ~ 70GHz 70GHz~100GHz 100GHz ~ 300GHz
Sub6GHz Macro Cell 24/28/39GHz small cell 39/42GHz small cell 77/79GHz radar(ADAS) 140GHz for 6G
Sub6GHz Small Cell 24GHz Radar (ADAS) 60GHz Sensing 90GHz sensing 140GHz sensing
WiFi, 24GHz sensing
V-band E-band,W-band D-band
6 GHz～42GHz wireless backhaul wireless backhaul wireless Backhaul wireless Backhaul

31
ODM/EMS Supply Chain / WhiteBox Your Company
Only

ODM/EMS Supply Chain

(1) OEM design, Sale

Material PCB fab EMS OEM End User

(e.g. Dell,Cisco)
(2) ODM design／OEM Sale

Material PCB fab ODM OEM End User

(3) ODM design, Sale

Material PCB fab ODM End User

(4) End User design

Material PCB fab EMS End User

(Cloud vender）

32
 ICT segment eco system Your Company
Only

Hyperscale Datacenter Telecommunications

carrier
End
User

Server, Storage Meg4 Networking Meg6,7 Antenna Meg4,6,7

PA, RRH,BBU

OEM

ODM (Server, Storage) ODM (Networking) ODM (Wireless)

ODM

33