Corning Incorporated · NYSE:GLW
Corning — Morgan Stanley Virtual Life After Covid Thematic Conference (November 2020)
8 slides from Corning's conference presentation, Nov 11, 2020
Slide 1: Life After COVID-19
Life After COVID-19 Mike Bell Senior Vice President & General Manager Optical Communications November 11, 2020 Internet traffic growing at 25% per year, 70% video today growing to 80% by 2023 © 2020 Corning Incorporated 2 1
Slide 2: 20B connected devices growing to 28B by 2023
20B connected devices today growing to 28B by 2023, 3x the global population © 2020 Corning Incorporated 3 50% wired devices now, but mobility growing to over 60% by 2023 © 2020 Corning Incorporated 4 2
Slide 3: We need more fiber
© 2020 Corning Incorporated 5 We need more fiber © 2020 Corning Incorporated 6 3
Slide 4: 5G cellular needs 10 times more fiber and connections
100 10 Data Rate (Gb/s) 1 .1 .01 1 10 100 1,000 10,000 Link Length (m) © 2020 Corning Incorporated 7 Legacy Cellular 5G Cellular BBU BBU 10 times more fiber and connections © 2020 Corning Incorporated 8 4
Slide 5: Hyperscale data centers need 5 times more fiber and connections
Legacy Data Center Hyperscale Data Center Core Layer Spine Switch Layer Aggregation Layer Access Layer Leaf Switch Layer 5 times more fiber and connections © 2020 Corning Incorporated 9 1 Billion Kilometers Produced © 2020 Corning Incorporated 10 5
Slide 6: RocketRibbon Extreme Density Cable and Evolv Hardened Connectivity Solutions
RocketRibbon™ Extreme Density Cable © 2020 Corning Incorporated 11 Evolv™ Hardened Connectivity Solutions © 2020 Corning Incorporated 12 6
Slide 7: Next-Generation Hyperscale Data Centers
Next-Generation Hyperscale Data Centers © 2020 Corning Incorporated 13 Telemedicine Remote Learning Working Anywhere Connecting Family © 2020 Corning Incorporated 14 7
Slide 8: Corning
CORNING
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