Nordic Semiconductor Asa · OSL:NOD
Nordic Semiconductor Asa — Investor Day (2019)
30 slides from Nordic Semiconductor Asa's investor day presentation, 2019
Slide 1: Go-to-market strategy
Go-to-market strategy Director of Sales and Marketing, Geir Langeland
Slide 2: Our DNA
Our DNA ———————
Slide 3: Our DNA word cloud
2 mopues AVAILABILITY GLOBAL PRESENCE INTEROPERABILITY PARTNERSHIP DESKTOP TOOLS CREDIBILITY INNOVATION CULTURE muttiprotocoL SCALABILITY DEVELOPMENT KITS LOW) POWER arine vaue JPEN SOURCE WORD OF MOUTH mosile apes bEvZONE CUSTOMER IECH SUPPORT NORDIC TECH TOUR QUALITY HANDS ON S2AgTuPs INTEGRATION
Slide 4: The customer journey
™~ The customer journey
Slide 5: Customer journey
© Nordic Semiconductor Customer journey From nothing to broad market leader in 5 years “I recommend Nordic Semiconductor. They have great products and support” 5
Slide 6: #1 where it matters in catalogue sales
© Nordic Semiconductor #1 where it matters in catalogue sales Short-range wireless development kits 6
Slide 7: Global presence – local expertise
© Nordic Semiconductor Global presence – local expertise Broadliners Broadline distributors with 10-100’s of product lines globally or in several regions Distribution application engineers trained by Nordic Perform important fulfilment and NYSE: ARW logistic services for Nordic Joint seminar
Slide 8: Local presence – deep expertise
© Nordic Semiconductor Local presence – deep expertise Value Add Distributors Small number of product lines and only focus on Nordic in one region Most provide design services for end customers Deep engagement with local Nordic technical and sales resources Joint seminars and workshops Pro
Slide 9: Undisputed #1 in the Bluetooth broad market
© Nordic Semiconductor Undisputed #1 in the Bluetooth broad market Market share - Bluetooth Low Energy end-product certifications* End-product 60% certifications, Nordic Q3 19 50% 40% 30% 168 20% 10% +39% +11% y-o-y q-o-q 0% Q1/14 Q3/14 Q1/15 Q3/15 Q1/16 Q3/16 Q1/17 Q3/17 Q1/18 Q3/18 Q1/19 Q3/19 Sou
Slide 10: Two decades of sales experience deployed to cellular IoT
Almost two decades of sales experience and distribution channels now deployed to sell our cellular IoT solution!
Slide 11: Q3 - broad range of new product launches
© Nordic Semiconductor Q3 - broad range of new product launches SMK Corporation ViewTag National Instruments Telepower McWong nRF52832 nRF525840 nRF52840 nRF52810 nRF52832 Media streaming remote Luggage Tag Vibration sensor Smart Card Mesh network lighting Pin One Unlimited Fruitech Do Technology Mo
Slide 12: Reduced dependency on clients or products
© Nordic Semiconductor Reduced dependency on clients or products Top-10’s share of Bluetooth LE has been halved 63% 60% 58% 50% 38% 39% 29% 30% 2012 2013 2014 2015 2016 2017 2018 2019 YTD Top 10 share of total 12
Slide 13: Solid positions with the vertical market leaders
© Nordic Semiconductor Solid positions with the vertical market leaders Working closely with market segment leaders and key accounts Targeted business development teams with strict success criteria Tier 1: Early involvement to establish proof-of-concepts Direct influence and Aligning product roadmap
Slide 14: Example: The Tile + Nordic partnership
© Nordic Semiconductor Example: The Tile + Nordic partnership Tile recently announced new range of products using nRF52810 from Nordic “Tile Sticker’, ‘Tile Pro’, ‘Tile Mate’, and ‘Tile Slim’. Tile finding-technology integrated into new Nordic SDK package Tile and Nordic partnering on a high
Slide 15: Strengthening the focus on global tier 1s
© Nordic Semiconductor Strengthening the focus on global tier 1s “Things” increasingly connect through platforms Broad and the cloud market Large market opportunity Consumer Electronics Wearables Building/ Retail Healthcare Others in servicing the platforms Vertical Tier 1s and their ecosystems
Slide 16: Smart hubs/speakers control connected home
© Nordic Semiconductor Smart hubs/speakers control connected home “The correlation between ownership of smart hubs/speakers and smart devices across multiple use cases suggests that smart hubs are increasingly the control platform of choice for connected homes –GSMA Intelligence, Feb 2019 16
Slide 17: Xiaomi ecosystem – already using Nordic
© Nordic Semiconductor Xiaomi ecosystem – already using Nordic Mi VR Mijia smart door lock Mi Quartz Watch 70mai Tire Pressure Mi Bunny MITU robot Monitoring System 17
Slide 18: Xiaomi ecosystem – huge potential
© Nordic Semiconductor Xiaomi ecosystem – huge potential Strategy to interconnect their own products with third parties *Source: https://xiaomi-mi.com/ecosystem 18
Slide 19: Strong market outlook for Bluetooth LE
© Nordic Semiconductor Strong market outlook for Bluetooth LE IHS: Bluetooth Low Energy market outlook, million units Mobile/PC HID market 1 629 levelling out CAGR 26% Continued solid outlook 1 320 for established verticals 1 050 like Smart Home, wearables, retail, 812 gaming/VR&AR, etc. 642 542
Slide 20: Landscape is changing
© Nordic Semiconductor Landscape is changing Strong growth within non-consumer Consumer Non-consumer 2019 2025 sales sales 20
Slide 21: Major opportunities in disruptive verticals
© Nordic Semiconductor Major opportunities in disruptive verticals We might be underestimating potentially disruptive applications in e.g.: Smart Home Smart lighting Drug delivery & disease monitoring Logistics/Asset tracking Each may grow into several hundred million unit markets over t
Slide 22: Smart lighting
Smart lighting
Slide 23: Smart lighting is in the early stages
© Nordic Semiconductor Smart lighting is in the early stages Large untapped market - only a small fraction of lighting is connected Upside potential supported by solid growth drivers Fast increasing adoption of LED Stricter EU lighting regulations on energy labelling and ecodesign Large go
Slide 24: Lighting is becoming the building backbone
© Nordic Semiconductor Lighting is becoming the building backbone Connected lighting in the professional Smart lighting = Big Data market is moving to mesh networks for light control, monitoring and building automation Occupancy & positioning Movement & direction Temperature & HVAC control
Slide 25: NOD partnering with lighting IoT leaders
© Nordic Semiconductor NOD partnering with lighting IoT leaders Partnered with Gooee in 2016, a leader in IoT building intelligence Gooee has demonstrated how lighting can be used to automate entire buildings or portfolios of buildings Wireless connectivity from Nordic is a key ingredient in t
Slide 26: Example: Heat maps and beacons/proximity
© Nordic Semiconductor Example: Heat maps and beacons/proximity Where are people? How many? What’s the most valuable space? How long have they been there? Can we improve space utilization? Does HVAC need adjusting? Who is moving where? Do restrooms need cleaning? Can we influence con
Slide 27: Drug delivery & Disease monitoring
Drug delivery & Disease monitoring
Slide 28: Drug delivery and disease monitoring
© Nordic Semiconductor Drug delivery and disease monitoring Large potential markets for connected devices Disease areas: Diabetes/insulin, glucose, asthma, Self-injection pens allergies, respiratory diseases, growth hormones, blood pressure, other Strong technology roadmap needed: Competitive co
Slide 29: Typical Use Case for Medical Adherence
© Nordic Semiconductor Typical Use Case for Medical Adherence Medication management Automated medication diaries Amount, timing, type of medication Correct usage of delivery device Notification and usage statistics Family and/or doctors/hospitals Feedback to pharma companies Examples Dexco
Slide 30: Summary & Outlook
© Nordic Semiconductor Summary & Outlook Excellent position in the growing Bluetooth Low Energy market Broad market leader with strong ties to vertical tier 1s and platform ecosystems Fortifying positions in growing established verticals Targeting potentially disruptive new application areas