Sivers Semiconductors Ab · OMXSTO:SIVE
Sivers Semiconductors Ab — SEB Annual Tech Days 2021
14 slides from Sivers Semiconductors Ab's conference presentation, Mar 18, 2021
Slide 1: At the heart of innovation
2020 SEB Tech days 18th of March 2021 At the heart of innovation Anders Storm Group CEO 2021-03-18
Slide 2: Introduction to Sivers Semiconductors
Introduction to Sivers Semiconductors The Group Two operating companies A global supplier of semiconductors to the sensor, data and telecommunication industry Business areas Locations Glasgow Kista 5G wireless Photonics (fiber) ▪ Photonics ▪ HQ & Wireless ▪ Manufacturing plant ▪ Fabless Industry lea
Slide 3: 5G wireless – Advanced technology addressing wide range of applications
5G wireless – Advanced technology addressing wide range of applications Product portfolio Addressable applications Transceivers IC (RFIC) ▪ First product launched in 2016 Fixed Wireless Access (FWA) ▪ Commercialized in 2018 ▪ 3 developing products (2 gen) Beam former IC (BFIC) 5G mmWave ▪ First prod
Slide 4: Wireless – 5G target products
Wireless – 5G target products Small cells Fixed Wireless Access (FWA) Other Medical Automotive Data/teleco P-t-P, AIB, repeaters Track to train CPE High speed transport Small cell BFIC, RFIC and RF RFIC and RF antenna RFIC and RF antenna antenna modules modules modules >24 GHz
Slide 5: Photonics – Advanced technology addressing wide range of applications
Photonics – Advanced technology addressing wide range of applications Technology foundation Product portfolio Addressable applications III-V Compound Semiconductor FTTH / Data Centers platforms ▪ Cloud / Data Centre ▪ First product launched in 2014 ▪ PON ▪ 4 commercial products ▪ 5G ▪ 5 developing p
Slide 6: Photonics – Laser sensor, simplified outline
Photonics – Laser sensor, simplified outline • Frequency > 1100 nm Object • Emitter and detectors are very small mm range Lasers by Sivers Emitter Detector Silicon Photonics unit Silicon HW SW drivers drivers Internal connection to consumer device CPU etc
Slide 7: Eventful past 5 years –> 2021?
Eventful past 5 years –> 2021? 2016 2017 2018 2019 2020 2021 New strategy Photonics (CST) Customers & Progress on Customer Growth Sivers M&A investors 5G / US Acceleration Accelerating Fortune 100 customers (MSEK 11 – Jan 2021) Share price 3.10 SEK MSEK 199 total M&A First F100 customer Fortune 100
Slide 8: 5G is the locomotive for the next generation of growth
5G is the locomotive for the next generation of growth 5G offers significantly increased data speeds… … enabling new applications & connected devices… Data Rate Data rate of first commercial product Number of connected devices 2019 2025E CAGR Theoretical peak data rate Wide-area IoT 1.6 5.5 23% 3G 4
Slide 9: Some of the new 5G design-win Customer since mid 2020
Some of the new 5G design-win Customer since mid 2020 5G CPE deal - Fixed Wireless Access (Q3) 8Devices – Fixed Wireless Access (Q4) ▪ Lithuanian company providing wireless broadband ▪ NYSE listed company, access products on a global basis. ▪ Estimated value MSEK 480 from Q1 2023 for 3 years ▪ 70-10
Slide 10: FWA growth drivers – Demand for increased data capacity
FWA growth drivers – Demand for increased data capacity Increasing number of FWA connections… …driving growth of 5G FWA CPE units shipped… “Old” FWA connections including 4G, 5G etc (FWA) – Source Ericsson Global 5G-Based FWA CPE Unit Shipments (millions) 71 160 46 140 28 25 19 16 120 11 8 8 5 3 3 2
Slide 11: Photonics two Fortune 100 customers
Photonics two Fortune 100 customers Overview of the different phases of photonic product design Research phase (1-2 years) Product development phase (1-2 years) Finished product / commercialization phase ▪ Research (i.e. is it ▪ Redesign and development of prototypes ▪ Pilot lines / Pre-series possi
Slide 12: Work in progress – The road to Nasdaq Main Market
Work in progress – The road to Nasdaq Main Market • Pre-audit review finalized – changes done • Kick-off meeting with Nasdaq - done • Auditor appointed by Nasdaq • Legal Due diligence – started • Tax Due Diligence - started • Target to be approved by Nasdaq Listing committee meeting Q2-2020
Slide 13: Sivers Semiconductors Summary
Sivers Semiconductors Summary • Q4 strong EBITDA improvement YoY • All in all, 2020 total revenue same YoY (CV-19) • Totaling 21 5G design-wins (+9 net for the year) • 150 sold 5G EVKs in 2020 • Two Fortune 100 customers progressing very well • MSEK 250 in cash to secure growth for 2021 2021 will be
Slide 14: Thank you!
Thank you! Follow us on: Webb: https://www.sivers-semiconductors.com/ Twitter: @SiversSemicond or CEO: @StormSivers