Browave Corporation · TPEX:3163

Browave — Conference Presentation (November 2013)

25 slides from Browave's conference presentation, Nov 18, 2013

  1. Slide 1: Browave Corporation (3163)

    AZAR: 3163 RE RAMA RDA 102 FF HERS HAR REA: BBB Bee A #4: 10241141848

  2. Slide 2: 開展破壞性建設，創造卓越的槓桿效益 BW Excellence

    開展破壞性建設，創造卓越的槓桿效益 BW Excellence 2

  3. Slide 3: 2013 Q3 results highlights

    2013 (~Q3)  2013 Q3 NT1,646M 2012 NT1,735M NT89M  2013 Q3 EPS 3.71 2012 EPS 3.16 117%  30% 23%~25% 1. 16.7% 2. 10%~20% 3. 30% 26% 90% 139% 3.5 3

  4. Slide 4: Telcom (4G/LTE) Datacom (AOC/MPO) 2014 outlook

    2014  2013 2012 30% 2014  Telcom (4G/LTE) Datacom (AOC/MPO) 4

  5. Slide 5: 1

    1 2 3 4 5 5

  6. Slide 6: BD 4] KA AH

    BD 4] KA AH AFAR 2 8) ies & C6 3% 102) i = Raa

  7. Slide 7:  :  :  :  :  : 706,320  : 1,717

     : 87 5 18  :  :  :  : 706,320  : 1,717 ( 117 1,600 )  : 30 3 7

  8. Slide 8: 4G/LTE, AOC and FTTH market trends

    4G/LTE, IEK 2013 LTE 1 2,010 2012 333% LTE (51%) (43%) (4%) (2%) LTE Verizon Wireless AT&T Sprint LTE NTT DoCoMo Softbank KDDI SKT KT LG U+ Devices, Ovum/ICCSZ 100G 4% 2012 2018 (CAGR) 8% 22% CAGR 2018 45 AOC, Infonetics 2012 1G/10G/40G/100G 370 16 430 2017 520 10G 100G 2017 100G 60 PLC, ABI/Point T

  9. Slide 9: FEC, TAA, SMART Module

    102 102 3 4 102 6 (FEC) 2012 102 (SMART Module) 7 SMART (TAA) AMP 102 7 400G (Light Engine) AOC 102 10 (Finisar) 2012 9

  10. Slide 10: Revenue and EPS 2010-2013 Q3

    ( ) 2,000 1,800 1,735 1,646 1,600 1,310 1,398 1,400 1,200 1,000 800 600 400 200 0 99年 100年 101年 102年/3Q 5.0 4.5 99年 4.0 100年 3.71 3.5 101年 3.16 3.0 102年/3Q 2.58 2.5 2.0 1.5 1.37 1.0 0.5 0.0 99年 100年 101年 102年/3Q 10

  11. Slide 11: ° RYAM

    ° RYAM eo FHP 11

  12. Slide 12: Product groups PSG1-PSG4 revenue

    PSG1 - WDM Product, 21M 2012 PSG2 - Branch Product, 19M 2013 US66M PSG3 – Amplifiers, SMART, 17M 2012 PSG4 - OIN, Optic Interconnections, 15M 17.4 Automation – 12

  13. Slide 13: WDM Mobile

    WDM Mobile Mobile 2G, 3G, Wibro, LTE,..), WDM CWDM/CCWDM Mobile 2013 Q1~Q3 2012 230% 13

  14. Slide 14: Customer logos

    aa Ss an SUNTOVO HETAC ET ew =TE Tyco oan GUBD a ocLaro ft SANMINA- vA 2, e. wie _ Vv fabrinet’ B)R/O|w/AlV/E} CORPORATION 14

  15. Slide 15: 4G/LTE 3G/4G Transmode

    3   4G/LTE  3G/4G  Transmode 15

  16. Slide 16: Oclaro and competitors

    #&# WAR ce Bui 7 AE ATA BAM AE RR ie 7A CRISS > re eeebee ihe i> ZEATREPRERPH? oo DARE FR 25 Hi Mi Fz 3 1A? ARWIGLME BAAERH ELAM EE - DRAKE MSRMA AtCRAARAERSP o HROcIAOLRSP A ie mkt ER ER AEH PREM LEP CRBEH LEP HSER RAEUPFEEREAND-RKABSCBMALRA? FRESFBRRREBUAL sum 1.200 1,000 800 600 ate 400 200 ° |_|

  17. Slide 17: FTTH, 4G/LTE, AOC/MPO

    三網融合 FTTH 光纖到戶 行動傳輸 4G / LTE 雲端儲存服務 AOC / MPO 17

  18. Slide 18: 4G/LTE

    4G/LTE  (GSA) 76 200 4G/LTE 112% 159 2013 LTE  2018 4G/LTE 13.6 LTE Verizon SK NTT DoCoMo Everything Everywhere (UK) LTE  LTE 40% 34% NSN 17% NEC 9% Informa, 18

  19. Slide 19: 3G/4G

    3G/4G RRU : Radio Remote Unit RRH : Radio Remote Head BBU : Base Band Unit D-RoF : Digital Radio on Fiber 4G Data Rate = 100Mbps (peak downlink)， 50Mbps (uplink) 3G Data Rate = 300K~2M bps 19

  20. Slide 20: Transmode Passive Fronthaul

    Transmode Passive Fronthaul 20

  21. Slide 21: Transmode CWDM / DWDM Solution

    Transmode CWDM / DWDM Solution 21

  22. Slide 22: AOC/MPO

    4 4G/LTE WDM Branch WDM Branch  AOC/MPO  22

  23. Slide 23: Connectors Automation

    F Re cag Connectors Automation .4@% TAN He. I BE tk HE FE ER weF ROS SH J ORR > RR RL iA] ak FZ © AER +S AR Ay3hK> £€ wh BY EAE So HASRKA th Sts 3 18 7S HE HR 23

  24. Slide 24: Q4 Q3 GP

    5  Q4 Q3  GP 25% 30%  (Component) (Device) ( ) (Subsystem)  24

  25. Slide 25: www.browave.com

    mt Mw HK www.browave.com

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