Guerrilla RF, Inc · OTC:GUER
Guerrilla RF — LD Micro Investor Conference (June 2022)
27 slides from Guerrilla RF's conference presentation, Jun 8, 2022
Slide 1: Guerrilla RF: Making Better Networks
“GUETILLARE Making Better Networks, Making Better Ne yorks™ | strategy Revenue and Marke
Slide 2: Key Markets
Key Markets INFRASTRUCTURE we 2 ©) MULTEMARKETS *% 5G/4G Macrocell Basestations, Sil Cols Pointe ioe Ba TIE 84 | itary Se NAVIGATION GNSS, GLONASS, Galiteo, AUTOMOTIVE \V2X, 802.11p, GPS, E-Call, SDARS, DAB, Cellular Compensators molex BeiDou - Satellite Navigation Ba CELLULAR REPEATERS i GILSON a i
Slide 3: Automotive, 5G Infrastructure, Cellular Booster, Multi-Market
SS ‘Automotive = SGinfrastructure = Cellular Booster = Mult-Market
Slide 4: Automotive Market Focus
Automotive Market Focus
Slide 5: Primary Applications within Automotive
Primary Applications within Automotive /-— SOARS Receiver Front End [GPS/GNSS Receiver Front End PH Sirius XM Radio ellPhone Cradle —— 44 vax cient ———7 Compensator “Antenna Compensator
Slide 6: Key GRF Building Blocks within Automotive
Key GRF Building Blocks within Automotive (sinter) valyalyal Va
Slide 7: SiriusXM
(('steresxmmi)) @® Damn
Slide 8: Market Drivers
Market Drivers Automotive Connectivity Key Drivers Size of Market * + V2X gaining momentum worldwide > SAM; $253M mandates likely + Satellite Radio evolving as standard equipment 260 in all NA cars oso = cvex + Cellular compensators gaining popularity in 240 mv2x- 802.9 Europe _ (Oske) gs spans = 20
Slide 9: FY22-23 Market Strategy
FY22-23 Market Strategy Automotive + Continue dominance in Satellite Radio with LNA Reference Designs ! + Repurpose cellular booster portfolio to attack new compensator market + Aggressively attack V2X (Vehicle to Everything) market with new front end solution (leveraging our SOI; pHEMT and HBT core
Slide 10: Infrastructure Focus
Infrastructure Focus
Slide 11: 5G Infrastructure
5G Infrastructure ans 4G GT4R vs. 5G G4TG4R BEE) RRS
Slide 12: 5G mMIMO Macros (1.8GHz - 5GHz)
5G mMIMO Macros (1.8GHz - 5GHz)
Slide 13: Market Drivers
Market Drivers Cellular Infrastructure Key Drivers Insatiable need for network capacity, speed and low latency 36% CAGR in Cellular loT - 1.68 > 5.48 connections, '21-'25? Autonomous Vehicles demanding 5G's low latency Transition to mMIMO antennas 8x to 16x more RF paths Targeted Customers atiostan
Slide 14: FY22-23 Market Strategy
FY22-23 Market Strategy 5G Cellular Infrastructure * Focus on Sub-6GHz mMIMO as opposed to millimeter wave * Establish beachhead with proven PA driver cores (GRF5123 and GRF5236) + Leverage existing LNA + new SOI" Switch blocks to attack receiver sockets + Expand offering to include new 10W GaN? Doh
Slide 15: Cellular Repeater Market Focus
Cellular Repeater Market Focus
Slide 16: Cellular Repeaters/Boosters
Cellular Repeaters/Boosters
Slide 17: Market Drivers
Market Drivers Repeaters / Cellular Boosters Key Drivers Size of Market ay + Increase in home cell usage (COVID-driven SAM!; $25M work-at-home) + Higher 5G frequencies do not penetrate well 30 into buildings > booster needed to maintain data rates & coverage 4 20 6 Targeted Customers 0 5 SR CELEL pi
Slide 18: FY22-23 Market Strategy
FY22-23 Market Strategy Cellular Boosters + Leverage deep relationship with Wilson (27% SOM) to Define Next Gen Products * Displace All Remaining Qorvo Sockets with new Power Amps, Drivers, SOI’DSAs & SOI" Switches * Dominate with Complete End-to-End Solutions Tailored Specifically for Boosters Prop
Slide 19: Guerrilla RF
“EWE ZRLLARE
Slide 20: Guerrilla RF Supply Chain-2 major steps in manufacturing
Guerrilla RF Supply Chain-2 major steps in manufacturing
Slide 21: Intimate view of GRF product
Intimate view of GRF product
Slide 22: Guerrilla RF Final product and shipment to customer
Guerrilla RF Final product and shipment to customer Oe ob Product Label on Pizza Box
Slide 23: Guerrilla RF Supply Chain-Fabless Semiconductor Model
Guerrilla RF Supply Chain-Fabless Semiconductor Model Outsource all manufacturing to suppliers that specialize in certain technologies Same model used as Qualcomm, Nvidia, Broadcom, and Apple Utilizing Pure-Play foundries: ‘© Not competing with Fab for technology ©, Not competing with Fab for capaci
Slide 24: Supplier Locations
Supplier i \ en Locations ' e + Allmanufacturing in SE Asia anna vonc Kons + No China suppliers or , Chinese owned + Fast shipping between aD foundry and OSAT Par camacoun (outsourced assembly and PaLPPines test provider) } wi ¢ pow INGAPORE. VieTNam
Slide 25: Guerrilla RF Supply Chain-Positioned for Growth
Guerrilla RF Supply Chain-Positioned for Growth Executing as a robust supplier throughout COVID without limiting our customer's ability to build products. Zero Line Down Producing >40M units annually lll-IV foundries have not experienced the same supply shortage as silicon fabs Thé outsourced model
Slide 26: Supply chain lead times and efficacy
Supply chain lead times and efficacy + Wafer Foundries Cycle times of ~60 days currently(improving) Typical yield of 97% + Assembly + Test Suppliers Cycle times of ~60 days (improving)! Typical yield of 96% + Weare notifying our customers of 20-24 week lead times. Proprietary ~ Guerrilla RF 20220
Slide 27: Contact Us - LD Micro Investor Conference
le GUERRILLARS LD Micro Investor Conference CONTFACTUS Sam Funchess John Berg \VP INVESTOR RELATIONS, CFO 336-579-5320 336-541-6021 Sfunchess@guerrilla-rf.com JBergeguerrilla-rf.com June 7,2022
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