Sivers Semiconductors Ab · OMXSTO:SIVE
Sivers Semiconductors Ab — Investor Day (May 2025)
22 slides from Sivers Semiconductors Ab's investor day presentation, May 27, 2025
Slide 1: Business & Technology: Wireless
Business & Technology Capital Markets Day May 27th, 2025 Harish Krishnaswamy, Managing Director Wireless
Slide 2: SATCOM Boom Driven By Need for Connectivity Everywhere
SATCOM Boom Driven By Need for Connectivity Everywhere SATCOM On the Telecomm Backhaul Consumer Move Aviation Maritime Military 35
Slide 3: Fixed Wireless Access Is the “Killer” App 5G for mmWave
Fixed Wireless Access Is the “Killer” App 5G for mmWave Driven by green-field markets (e.g. India) where incumbent infrastructure is lacking.
Slide 4: Wireless Target Markets: A $1B SAM by 2030
Wireless Target Markets: A $1B SAM by 2030 SATCOM 5G mmWave Defense/FR3 ✓Diverse market with many ✓ Fixed Wireless Access has ✓Radar/EW defense global and regional players. emerged as the key 5G applications can use Sivers’ mmWave driver. existing BFICs, or variants at ✓Current offerings are in Ka-
Slide 5: Current SATCOM Networks Face Severe Challenges
Current SATCOM Networks Face Severe Challenges 1 Satellite operators do not communicate with each other Ground terminals cannot 1 2 simultaneously communicate with multiple satellites 4 No convergence across orbits 3 (LEO, MEO and GEO) 3 No convergence across military 4 and commercial networks 5 No
Slide 6: Sivers Features the Broadest mmWave IC Portfolio
Sivers Features the Broadest mmWave IC Portfolio Frequency (Ku, Ka Band) (28, 39 & 60GHz) 5G SUMMIT Gen 1 Eder (60GHz) Rapinoe (28GHz) SATCOM Timberline (ALL.SPACE) Ibra (ALL.SPACE) Integration Performance High-Performance Beamforming ICs Highly-Integrated RFIC Transceivers 39
Slide 7: Our Differentiating Features Address SATCOM Challenges
Our Differentiating Features Address SATCOM Challenges Transmit Receive Frequency Full-aperture simultaneous multiple Multi-band (Ku-Ka) beamformer Sharing the aperture between beam formation enables make- designs enable terminals to transmit and receive reduces before-break and multi-orbit links co
Slide 8: Customers, Product Expansion
Customers, Product Expansion Capital Markets Day th May 27 , 2025 Harish Krishnaswamy, Managing Director Wireless
Slide 9: Wireless Customers Ramping to Volume Production
Wireless Customers Ramping to Volume Production Tier 1 Telco Infra Provider • Gen 1 Hydra-2 and Hydra-4 • Gen 1 product uses Sivers’ • Engagement includes in General Availability and broad-market 5G BFICs BFICs for ground segment deployed with US Army and and RFICs, and is expected and space payload
Slide 10: Sivers Product Roadmap
Sivers Product Roadmap Frequency (Ku, Ka Band) (28, 39 & 60GHz) Bifrost (Next-gen 5G 22FDX 5G Transceiver) SUMMIT Gen 2 Production SATCOM Cloudchaser (Ka Ku Standard Juniper Production KuKa Production Standard Product) Product BFIC (Thorium Space) (Thorium Space) 2025 2026 2027 Time Long-term produc
Slide 11: Our Antenna Arrays, Panels Climb Up The Value Chain
Our Antenna Arrays, Panels Climb Up The Value Chain Evaluation Small 5G/60GHz Large-Scale 5G Array Large SATCOM Kits Array Modules Modules Array Panels 44
Slide 12: Recent Engagements Mark Our Entry Into Digital Subsystems
Recent Engagements Mark Our Entry Into Digital Subsystems 45
Slide 13: Business & Technology: Photonics
Business & Technology Capital Markets Day May 27th, 2025 Andrew McKee, CTO Photonics
Slide 14: The Fundamental Challenges facing AI Infrastructure Expansion
The Fundamental Challenges facing AI Infrastructure Expansion 47
Slide 15: Industry Leaders Agree that Optical Interconnect is Critical for the Success of AI
Industry Leaders Agree that Optical Interconnect is Critical for the Success of AI “Over the past decade, NVIDIA-accelerated computing has delivered a million-X speedup in AI. The next million-X will require new, advanced technologies like optical I/O to support the bandwidth, power and scale requir
Slide 16: The Solution – Replacing Cu Interconnects with Optics
The Solution – Replacing Cu Interconnects with Optics 16 wavelengths on 16 fibers Silicon Photonics Micro Ring Resonators (MRR) Co- at 64Gb/s = 16Tb/s packaged with GPUs/ASICs are the clear lead Technology fibers Key Advantages of DWDM Microring Resonators 1. Energy Efficiency. The only solution tha
Slide 17: The Sivers Solution - Supplying Laser Sources for CPO
The Sivers Solution - Supplying Laser Sources for CPO • Technology Leader in this space • Built on 25yrs of Advanced Laser development in telecoms PON networks and sensing applications • Significant strength in Design IP and patented technology • Advanced wafer process technology • Ridge waveguide L
Slide 18: Co-Packaged Optics I/O Solution
Co-Packaged Optics I/O Solution Ayar Labs TeraPHYTM CMOS Optical Interconnect Chiplets Converting data into the Optical Domain as locally as possible Bi-directional data connectivity GPU-GPU GPU/CPU/FPGA Ayar SuperNovaTM multi-fibre, multi-wavelength light source Sivers 16x Wavelength Laser Array 51
Slide 19: Silicon Photonics MRR Broader Landscape
Silicon Photonics MRR Broader Landscape 52
Slide 20: Industry MSA Consortium Defining Laser Standards for MRR Architecture
Industry MSA Consortium Defining Laser Standards for MRR Architecture • Standards defined by Tier-1 Optics Companies including Sivers • Demonstration of Intense Interest in MRR architecture • Strong involvement from industry leaders 53
Slide 21: Volume Production 2027+
Volume Production 2027+ ✓ Technology ✓ Product Product Manufacturing Development Demonstration Qualification Readiness • Technology developed and hardened • Production ramping with lead customers in 2027 • AI GPU shipments in 2028 forecasted to be 19.0m • MRR Architecture requiring >5 laser sources
Slide 22: Summary
Summary • Mega trends in AI infrastructure being driven by rapid increases in compute performance and demand for lower power consumption • Current I/O solutions (Copper, Pluggable Optics) cannot deliver the required improvements • Intense interest and activity now in Microring Resonator (MRR) Archit