Browave Corporation · TPEX:3163
Browave — Investor Presentation (August 2018)
16 slides from Browave's investor presentation, August 2018
Slide 1: Browave Corporation investor presentation: 5G Mark
RS RAT BIA A IR a] 107 3428, @ FR HR 5G MARK BEA: RUE a #4: 1074089224 AR ZAR: 3163 B)R/O|w/AlV/E} CORPORATION .
Slide 2: Outline
Outline • 5G: • 4G 5G • 5G , IoT • 5G , • 5G NR • 5G ? • 5G , PON • 5G , base • 5G • 107 EPS 2
Slide 3: 5G development status
5G: • Trump – $117bn , – – 5G • 5G – 3GPP: 57 , 10 – IMT2020: 5G – 5G 10%, 15% – 5G 234 ,Ericsson 214 • 5G 2019 , 3
Slide 4: IMT-2020 4G to 5G
IMT-2020 4G 5G (Source: Huawei) 4
Slide 5: 5G NR (New Radio)
5G NR(New Radio) (Source: Qualcomm) 5
Slide 6: 5G and IoT: Global IoT CAGR 28%
tl “4 a ‘ LI 5G Jal 29 4# 3k, Global lot: CAGR 28% HE Global loT Market Size e YoY Growth pil 2 500 —@——_ 10! brow 50% ra Ss & a 2 E e @ 5 N 2 8 a ro) x 7] = 2016 2017 2018 2019 2020 Global loT Market Share by Sub-Sector a Se [Sources: GrowthEnabler Analysis/MarketsandMarkets] By Smart cites BB indu
Slide 7: 4G vs 5G
5G ? 4G 5G 4G 5G (Source: ICCSZ) 16 X 2-3 X 7
Slide 8: Fibers for Time Critical Apps
Fibers for Time Critical Apps • Every microsecond counts – – 10G*1us=10Kbits=1Kbytes=10 ! – 10G*1ms=10Mbits=1Mbytes=10,000 ! – Flash Boy: ! • How? – Fiber core/cladding index – Fiber connectors/passive element grades – Fiber transceiver 8
Slide 9: The Road to 5G is Paved with Fiber
5G , • The Road to 5G is Paved with Fiber -Fiber Broadband Association • The success of 5G wireless will hinge on deep fiber -Deloitte • 5G wireless needs fiber, and lots of it -Ciena 9
Slide 10: 5G New Radio Timeline
5G New Radio Timeline 5G NR timeline TL A GLOBAL INITIATIVE = Overall timeline had been agreed at RAN#75 in March/2017 = This time plan still holds = RAN#77 took some key measures to ensure timeline is met Release-15 @uneeee 16 =e 2017 | 5G evolution studies for Rel-16 B)R/O]W/ AVE} CORPORATION 10
Slide 11: Qualcomm 5G NR NSA 28G vs 4G results
Qualcomm 5G NSA • – – – 4G LTE 5G NR NSA • Results: 5GNR NSA 28G vs 4G – : 1.4G vs 71M – : 186M vs10M – 4.9ms vs 115ms 11
Slide 12: Fronthaul/Backhaul PON
5G , ? Fronthaul/Backhaul ** * * *** *** * PON WDM ** (SiP base) *** / 12
Slide 13: 5G and PON demand
5G , PON (Source: Ovum) 5G , 10GPON, NG-PON2 , 2019 13
Slide 14: 5G and 400G base demand
5G , base , ,100G 400G , 2025 35%. 14
Slide 15: Summary: 5G is Coming
5G • 5G, , – 3GPP – IMT2020 • 5G , : PON -Fronthaul/Backhaul – WDM – (SiP base) – / • 5G is Coming – 2018/6 ,3GPP (SA),R15 – 2019 , ,NSA 15
Slide 16: EPS review
107 EPS 107 (1). CATV/FTTH , 1,190.3 (2). 100G 157.8 13% 40G/100G 7.2 (3). 1% FTTH , . 23.2 (4). Value-model 12.5 EPS( ) 0.17 (5). 2018 Capex Plan. 16