Robert Bruggeworth
Chief Executive Officer at Qorvo
Thanks, Doug, and welcome, everyone, to our call. Qorvo delivered fiscal first quarter revenue and EPS above the midpoint of the outlook provided on our May four earnings call. In IDP, June revenue was broad-based across markets, with strength in power, defense and infrastructure. The diverse markets served by IDP are exposed to an expanding list of long-term drivers, including enterprise, smart home, automotive connectivity, electric vehicles, battery power tools, infrastructure and defense radar and comms.
In Mobile Products, June revenue was diversified across customers and product categories. Qorvo grew year-over-year, excluding China-based customers, while securing noteworthy design wins and content gains across customers and high-volume platforms. Qorvo is exceptionally well positioned in cellular applications, with a long-term outlook supported by growing content and integration trends. Now let's look at some of the quarterly highlights. In ultra-wideband, we completed MFI certification of interoperability of our ultra-wideband solutions with the Apple U1 chip used in supported iPhones and Apple Watch models.
This will enable developers to create innovative new products and accessories that interact seamlessly with their environment, leveraging the full power and precision of UWB technology provided by Qorvo. In MEMS-based sensors, Qorvo commenced shipments of force sensors, which enhance industrial design and improve trackpad uniformity and reliability in a recently launched consumer laptop. The content opportunity in trackpad applications typically includes four MEMS sensors.
For Matter-enabled applications, we launched a new development kit for gateway and connected devices. Qorvo's Matter solutions streamlined commercial development of smart home applications, including home hubs, mesh lighting, security, speakers and other connectivity and sensing applications. In automotive connectivity, we secured WiFi six design wins for an infotainment system at General Motors. We also validated WiFi fixed placements on a reference design for a top automotive WiFi chipset supplier.
In biosensors, we obtained FDA emergency use authorization of our Omnia diagnostic test platform using BAW technology for COVID antigen detection. This expands upon the previous EUA to include a significantly larger point-of-care testing market outside of labs, such as physician offices, urgent care, retail pharmacies, employee health testing and other locations that operate under CLIA Waiver. In power management, we were awarded our first design wins to supply enterprise-class PMICs for data center applications.
This achievement includes multiple customers and build upon our strength in consumer applications. Our power management offerings leverage a unique architecture that delivers measurable innovation and value, and that is helping to extend power management into other markets, including defense. In automotive power applications, Qorvo was recognized with an innovation award from American Axle & Manufacturing for superior efficiency using our silicon carbide devices in power conversion applications.
We also secured a silicon carbide win with a leading solar inverter manufacturer serving the U.S. and Europe, expanding beyond our position in residential energy storage. In defense and aerospace, we are recognized by Raytheon Technologies with their premier award for performance and overall excellence in both collaboration and technology and innovation. We also initiated a strategic alliance with a large U.S. defense prime for package development and assembly, leveraging our advanced microwave module assembly facility in Richardson, Texas.
In Mobile Products, we expanded our content in a Korean-based OEM with the first shipment of our low-band pads to this customer. We also commenced the volume ramp of the industry's first complete main path solution for Phase seven LE, supporting multiple mass market programs at Honor. Qorvo's RF Fusion for Phase seven LE enables broader operator coverage and reduces implementation area in customer devices. For U.S.-based Android OEM, we ramp shipments of our mid-high-band pad antennaplexer with integrated LNA, ultra-high-band DRx antenna tuners and ultra-wideband solution in support of an upcoming smartphone launch.
Both the ultrahigh-band DRx and the antennaplexer with LNA represent new product categories for Qorvo. Lastly, we received our first production order for MEMS-based antenna solutions in support of a high-end gaming smartphone. These are the first volume commercial orders of our MEMS antenna solutions, which increased efficiency and improved throughput. Before turning the call over to Grant, I'm pleased to announce a new organizational structure.
Qorvo is now organized into three segments: Connectivity and Sensors, High-performance Analog and Advanced Cellular. Eric Creviston is leading the Connectivity and Sensors Group. CSG is a leading global supplier of connectivity systems and components, including ultra-wideband, Bluetooth, Matter, WiFi, cellular IoT and MEMS sensors. CSG combines the connectivity business formally split between IDP and mobile products. CSG's markets include smart home, automotive connectivity, industrial automation, smartphones, wearables, gaming and other high-growth IoT connectivity and health care markets.
We expect the markets served by connectivity and sensors to support strong double-digit annual growth over the long term. Philip Chesley is leading High-performance Analog. HPA is a leading global supplier of RF and power management solutions for infrastructure, defense and aerospace, automotive power and other high-growth markets. HPA leverages a diverse portfolio of differentiated technologies and products to support multiyear drivers, including electrification, renewable energy, the increasing semiconductor spend in defense and 5G deployments outside of China.
We expect the market served by HPA to support double-digit annual growth over the long term. Frank Stewart, who most recently served as General Manager of the RF Solutions business unit and mobile products, is leading the advanced cellular group. ACG is a leading global supplier of cellular RF solutions for a variety of devices, primarily smartphones, wearables, laptops and tablets. ACG leverages world-class technology, systems-level expertise and product portfolio breadth to deliver high-performing cellular products to the world's leading smartphone and consumer electronics companies.
It is a highly diversified supplier of custom and open market cellular solutions with a broad reach across iOS and Android OEMs. We expect the market served by ACG to support high single-digit annual growth over the long term. We've also centralized our sales teams under Dave Fullwood, who most recently served as Vice President of Sales of Mobile Products.
The three new segments align our technologies and applications more closely with our customers and end markets, and our global sales force will capitalize on opportunities across customers and markets to accelerate long-term diversified growth. Within each segment, Qorvo will continue to leverage core strengths in process and packaging technologies, manufacturing scale, systems-level expertise and deep relationships with customers and suppliers to enable a greener and more connected world.
And with that, I hand the call over to Grant.