analyst day september 23, 2016 - u-blox · disclaimer this presentation contains certain forward-...

locate, communicate, accelerate

Analyst Day September 23, 2016

Agenda

9.45 Registration & Coffee

10.00 Welcome: Thomas Seiler

10.10 Company overview & strategy: Thomas Seiler

10.40 Positioning: Daniel Ammann

11.10 Short Range: Herbert Blaser

11.40 Coffee break

12.00 Cellular: Andreas Thiel

12.40 Key takeaways: Thomas Seiler

13.00 Lunch

© u-blox Holding AG Slide 2

Disclaimer

This presentation contains certain forward-looking statements. Such forward looking statements reflect the current views of management and are subject to known and unknown risks, uncertainties, assumptions and other factors that may cause actual results, performance or achievements of the Group to differ materially from those expressed or implied herein.

Should such risks or uncertainties materialize, or should underlying assumptions prove incorrect, actual results may vary materially from those described in this presentation.

u-blox is providing the information in this presentation as of this date and does not undertake any obligation to update any forward-looking statements contained in it as a result of new information, future events or otherwise.


Thomas Seiler Company overview & strategy

Our vision


To be the leading, industry-quality supplier of communications and positioning components in

The Internet of Things that Really Matter

u-blox: enabling the Internet of Things (IoT)

• Founded in 1997

• Listed on the SIX Swiss Exchange since 2007 (SIX:UBXN)

• Global semiconductor player

• The only company focusing on wireless and positioning, leading technology

delivered as both integrated circuits and modules

• 2015 Revenue/ 2016 H1 revenue: CHF 338m resp. 180m

• 2009-2015 compounded annual growth 28%

• 800 employees worldwide (end of June 2016)


A global semiconductor player


Revenue by geography / EBITDA in m. CHF U-blox revenue split per market

Strong product line-up for IoT


Differentiated Portfolio Tailored to Market Requirements

Positioning Cellular

Communication Short Range

Communication

Integrated Circuits

Modules

Services and Solutions

CellLocate®

AssistNowTM eCall

Hotspot Reference Designs

Maker boards

• Essential wireless technologies: POS, CEL, SHO • Unique combination of chips and modules

Deep product portfolio


Positioning Cellular

Communication Short Range

Communication

Standard PVT Low Power PVT

2G 3G

BT

High Precision 4G 5G

BT-LE

Dead Reckoning RPMA Wi-Fi

Timing LPWA Gateways

Expanding the customer base

• Broad customer base with more than 5700 customers and significant market share

• Expanding customer base: customers in more than 66 countries worldwide.

• Customer diversity: Top 65 customers in 24 countries

• No single customer responsible for more than 8% of total sales

• 15 sales offices


5700 CUSTOMERSWORLDWIDE

15 SALES

OFFICES

66 COUNTRIES

WORLDWIDE

u-blox leading connectivity technology for the Internet of Things that Really Matter

• Strong intellectual property in LTE, BT and Wi-Fi

• Technology leader in GNSS

• Driving connectivity for adoption to IoT

• Positioning an important function for IoT

• Gateway capability

• Low bandwidth LTE forecast to deliver substantial volume, and opening new applications


Technology leadership - a long history of innovation for accelerated growth


First surface mount GPS

receiver

1998

u-blox launches its first GPS receiver chip

2002

Supersense

2004

First Cellular UMTS (3G)

module

2010

CDMA

CellLocate

Precise Point Positioning

2011

GLONASS

2013

M2M

LTE/4G module

2014

3D Automotive Dead Reckoning

positioning

UBX-R chipset

2015

Bluetooth technology to the portfolio

2016 2018

UBX-R Technology

IOT

Untethered 3D Dead

Reckoning (UDR) module

BEIDOU

Centimeter-level Precision GNSS

technology

First cellular Narrowband IoT (NB-IoT)

module

Automotive-grade

positioning modules

H1.2016 KPI

• 17.9% of revenue spent on R&D

• 534 R&D engineers

• 14 R&D centers

• 2005: 800.000 chips sold, 2015: 66 mio

2012

Acquisitions: Strong accelerators for expanding the company


2009 2010 2011 2012 2014 2015

POSITIONING Geotate Air Semi* SigNav* Fastrax

CELLULAR NeonSeven Fusion Wireless

4M Wireless Cognovo

SHORT RANGE

connectBlue antcor

lesswire*

*Acquisition of assets


u-blox created LTE technology sockets

u-blox has selected a range of complementary, secure, private and reliable LPWA1 technologies:


1 Low Power Wide Area

CatM1 Cat NB1 RPMA

Ingenu Unlicensed Spectrum

Public or Private Networks

Cat 1

3GPP Licensed Spectrum Public Networks

The internet of things that really matter – IoT market will become large

• M2M deployments to grow strongly

• Price points to decline

• Strong integration into chipset feasible for low Cat modems


Source: ABI research 2016 Cellular M2M

Mobility and the Internet of Things drive our markets


Internet of Things

Sensors & Actuators Content

Mobility

Rover

Infrastructure

Mobility and the Internet of Things drive our markets


Internet of Things

Sensors & Actuators Content

Mobility

Rover

Infrastructure

Source: u-blox estimates

400 million BLE beacons shipping in 2021

90m cars sold with USD300 electronic components

content by2020

65m smart meters installed by 2020

20b connected devices by 2020

3 areas of growth opportunities for u-blox


Connected vehicle Connected city Connected industry

Connected vehicle


Automated parking technology to grow by 30% CAGR over next decade

7.7 million truck platoon systems to ship by 2025

Over 342 million connected auto infotainment systems to ship between 2015-2020 (Source: ABI research, 2015)

u-blox markets

• ADAS

• Car connectivity

• Driving recorder

• Emergency call

• In-car navigation

• Insurance box

• Mobile gaming

• Road pricing

• Stolen vehicle recovery

• Vehicle telematics

• Vehicle tracking

• Infotainment

• V2X

The future of the connected vehicle

Slide 21 © u-blox Holding AG

2015 2020 2025 2030

Basic V2X Communication

• Roadwork warning • Emergency Vehicle

Warning • Traffic-jam warning • Post-crash warning

Fusion of V2X and Sensor Data

• ACC-Adjustment • Lane Change

Warning • Simple Merge-In

warning

Fully Developed Situation Analysis

• Advanced Merge-in

assistance • Hazardous Area

Warning • Platoon start at

intersection

Active Coordination • Highly Automated

Driving • Cooperative

Merging • Overtaking

Assistance

V2X Basis Data Fusion Collective Perception Cooperative Agreements

Wireless connectivity and high precision positioning enable the autonomous car.

Connected city


Smart home device shipments to double by end of 2016

Home care robotics to revenue to quadruple to $6 Billion by 2025

Smart clothing market to hit 18 million items by 2021

Smart meter rollouts to exceed 1.1 Billion by 2021

(Source: ABI research, 2015)

u-blox markets

• Point of sales

• Home entertainment

• Metering

• Mobile hotspot & router

• Street light systems

• Traffic management system

• Waste & water management

The future of the connected city


2015 2020 2025 2030

Smart meters

• Power balancing • Supply stability • Network

management

Smart infrastructure

• Adaptive capacity • Preventive

maintenance

2000W community • Power and energy

control • Optimizing supply

and demand • Reduction of losses

Autonomous public transport

• More granular transport capacity

• Adaptive capacity • Reduction of

foot print

Collective Perception

System adoptions Deep change Optimization

Cellular and positioning technology at the route for connected infrastructure.

Connected industry


Goods tracking market to swell to $5.6 Billion in 2021

From 2014 to 2020, the number of connected industrial controllers will triple; growing at an average rate of 20%

Global wireless sensor network market expected to grow to $ 1 Billion by 2020

Source: (Technavio 2016)

u-blox markets

• Asset tracking

• Aviation & UAV

• Healthcare

• Industrial terminal

• Machine control

• Monitoring & control

• People & animal tracking

• Router and gateway

• Security

• Farming

• Fleet management systems

The future of the connected industry


2015 2020 2025 2030

Cloud and agility

• Smart service • Customer feedback • Self learning

Smart Engineering • Digital

collaboration • Digital modeling

Smart Factory (Industry 4.0)

• Integrated planning • Proactive

maintenance • Process automation • Product lifecycle

Digital Marketing • CRM • Omni channel

presence • Self service portals • Dynamic pricing

Agility Fast loop Closed loop Cooperative loop

Wireless technology makes the things that matter connected.

Continuous growth and profitability (1)


Gross Profit trend EBIT trend

Continuous growth and profitability (2)


Geographical revenue mix Application revenue mix

Outlook Goals


• Grow business with new products

Wireless

• Expansion of module product line for 4G and LPWA

Positioning

• Business growth based on u-blox M8 and u-blox 8

• Attractive new products

Short Range

• Expansion of product line

• Growth driven by many IoT* applications

• Continued focus on strategic development

• Strengthening of the global presence

• Operational excellence for higher efficiency

*) Internet of Things

Financial performance outlook 2016


• Continued business growth in 2016

• Impact by product mix on relative gross margin

• Natural hedging protects relative gross margin against foreign exchange variations

Actual

FY 2015

Actual

H1.2016

Guidance 2016 Revised Guidance 2016*)

Revenue 338.3m 179.7m 395m…405m 375m…385m

EBIT 51.3m 27.8m 56m…60m 56m… 60m

CHF CHF CHF CHF

+10% of USD EUR GBP

Revenue + 8.4% + 1.5% 0%

EBIT + 23.6% + 1.2% - 2.0%

• Exchange rate assumptions for 2016: EUR/CHF: 1.08 USD/CHF: 0.97 GBP/CHF: 1.42

• FX-sensitivity against CHF on Guidance 2016

*) This guidance is based on the absence of unforeseen economic adversity and exchange rates assumed at budget level

Key takeaways

u-blox positioned for profitable growth

Technology Leadership: investing to expand our technology roadmap and lead in wireless technology for IoT

Consistent Execution: First to market with new products tailored to various applications

Growing organization to meet market demands



Daniel Ammann, Positioning

© u-blox Holding AG

Positioning product center – Key facts

• 4 Research and Development locations

(Thalwil/CH, Reigate/UK, Espoo/FI and Tampere/FI)

• Scope of the team:

• Products determining Position, Velocity, Time of a stationary or moving object

• Primarily satellite based (“GNSS”), but also with terrestrial or inertial systems

Slide 32

Applications where we lead

• Market leader in GNSS for in-car navigation systems

• Market leader in GNSS-enabled Infrastructure • e.g. street lighting, cellular base stations

• Market leader for affordable high precision GNSS for UAVs • Consumer and Prosumer Drones

• Benchmark in performance and cost-effectiveness for asset tracking

• Enabler for innovative consumer products • kid & elderly trackers, after-market head-up displays, wearables, sports

analytics, advanced research and development projects


Product porfolio overview

• Standard precision • Meter level accuracy

• Cost-efficient product portfolio

• Suitable for most applications

• High tracking sensitivity

• Low power consumption

• High precision • Centimeter to decimeter level accuracy

• Dead Reckoning • 100% positioning coverage incl. tunnels and urban canyons

• For road-vehicle applications

• Timing & Frequency • For stationary and time, or frequency synchronization


LEA 17 x 22.4 mm

CAM 9.6 X 14 X 1.95 mm

NEO 12.2 x 16 mm

EVA 7 x 7 mm

MAX 9.7 x 10.1 mm

u-blox module form factors – de-facto industry standards

Key products: High precision for the mass market

• NEO-M8P - the smallest high precision module for the mass market (12.2 x 16 x 2.4 mm)


Target markets


UAV Agriculture Machine Control Robotic Guidance

Pro Sports Survey & Mapping

Anything that needs cm-level accuracy, and that accepts baseline constraints & open sky environments

Centimeter-level precision for the mass market video


https://www.youtube.com/watch?v=BGdL2CVe8is

• Industry’s smallest UDR product

• Full design flexibility

• Low cost of ownership - Ideal for high volume

• Industry’s first UDR module

• Complete solution with integrated sensors

• Ideal for any road vehicle application

Application Processor

DR position

NEO-M8U

EVA-M8E

Inertial Sensor*

SQI Flash

Application Processor 7 x 7 x 1.1 mm

LGA 43 12 x 16 x 2.4 mm

LCC

Key products: Untethered Dead Reckoning


Navigation in the city

• Narrow and curved streets between high-rise buildings

• Underground parking

• Positioning required without degradation of accuracy


Performance comparison to GNSS only

• NEO-M8U provides accurate navigation (e.g. downtown Frankfurt)


GNSS only UDR

Key Project

• Generation after u-blox M8 – launching 2017 • Focus on performance, versatility, cost-effectiveness

• Main segments: automotive, mass market high precision,

• Successor to the M8 series


Telematics services

V2X Communication

Enabling the Connected Vehicle


eCall / ERA Glonass

ADAS

Navigation and traffic data

Autonomous Driving

Enabling the Connected City


Street lighting (standard GNSS)

4G base station infrastructure, finance trading

Road pricing (UDR/ADR)

Credit card terminals

Parking meters Parking slot management

Enabling the Connected Industry


Precise Timing of Communications

systems

Asset tracking Survey / monitoring

Autonomous Robotic tractors

Indoor positioning

Market trends & future perspective

• Autonomous vehicles • Airborne: Delivery Drones

• Land vehicles: Autonomous Cars, Trucks, Lawnmowers, Tractors

• Mass Market High precision enables new applications and scale-up

• Significant technical challenges • Safety

• Security

• Accuracy

• Price points

• Indoor location systems • Applications beyond low-accuracy Bluetooth beacons

• Consolidation and standardization expected


Key takeaways

• Sustainable and innovative product road map

• Competent technical and commercial support worldwide

• High product quality due to large volumes

• Module and chip availability

• Fast and reliable delivery times



Herbert Blaser, Short Range

Key facts Product Center Short Range Radio

• Set up in May 2014 through acquisition of Swedish start-up connectBlue

• Expanded by two additional acquisitions: Antcor (Greece) and lesswire (Germany).

• Locations and people were kept, and team sizes expanded

• Short range activities at the three inherited sites Malmö (SE), Athens (GR), Berlin (DE), and a few in Thalwil (CH)

• Key products:

• Modules, i.e. ready-made sub-systems to be embedded into end products. We take care of the difficult design and certification aspects

• Technologies: Bluetooth, Bluetooth Low Energy, Wi-Fi and combinations of these



Connected vehicle – short range communication in the car

Internet connectivity Rear seat entertainment

Car to external hotspot Key-less entry

Connected vehicle – communication between cars

• Vehicle to Everything (V2X) is a field-proven wireless technology that allows vehicles to communicate with each other (V2V) and with the infrastructure (V2I)

• Road Safety and convenience are the key drivers for the deployment of this technology

• Based on a variant of Wi-Fi (802.11p) and operates in unlicensed bands

• Activities ongoing in the US, Europe, Japan and other countries to mandate this technology for new cars


Connected vehicle – V2X communication


https://www.youtube.com/watch?v=02HZZrnGYOg

Connected city and connected industry


• It’s all about: • knowing what machines

and things do, and

• being able to control these things

Gateway

Bluetooth and Wi-Fi: short range radio


Bluetooth

• Replaces cables for personal devices

• Short distance 10 – 100m

• Low to medium data rates

• Low power consumption (Bluetooth Low Energy)

Typical applications:

• Audio Headset

• Mouse, key board

• Portable printer

• Medical equipment

Wi-Fi

• Connects devices in a network

• Medium distances up to 300 m

• High to very high data rates, e.g. for videos

Typical applications:

• Wireless internet access for everything that is mobile: tablets, mobile phones, notebooks, cameras, cars


Demo: what numbers do the dice show?

• We want to know the number shown on the dice at any time

• We cannot see the dice

Slide 54

Demo setup: what numbers do the dice show?


Database

Gateway

The dice transmit their orientation

• The dice contains a Bluetooth Low Energy module NINA-B1

• The modules wake up when shaken and send the orientation of the dice


NINA-B1 10 x 14 mm

The gateway collects the data and passes it on

• The gateway contains the module ODIN-W2

• The gateway is always on and listens whether one of the dice sends an update

• When new information is available, the data is forwarded on to the database in the cloud


Gateway

ODIN W2

The information can be accessed from the internet

• The current orientation of all dice can be accessed from a website, from anywhere in the world


Database

What numbers do the dice show?


Database

Strong growth of Wi-Fi and Bluetooth market

• Many module and chip players in this market

• Consolidation likely to happen


Company estimate

Consumer market 1700 M. units in 2020

Market trends & future perspective Things become smarter

• Efficiency gains thanks to connection to environment and the cloud

• Cables are more and more replaced by wireless connections: cheaper and more reliable

• This mega-trend towards connection to the internet has just started

Cars communicate with each other and the infrastructure

• Allows for reduction of accidents and gains in traffic efficiency

Security and data privacy implications need to be addressed by industry and legislation


u-blox is well positioned to deliver solutions that support core requirements of the IoT.

Key takeaway Short Range Radio

• Short range radio is used to connect things in the neighborhood, without the need for an infrastructure (no operator).

• Bluetooth Low Energy and Wi-Fi are the key short range radio technologies

• V2X communication is a key element towards the autonomous car, as it allows vehicles to communicate with each other and the infrastructure. We expect that many countries will soon mandate this technology in new cars.

• u-blox offers a complete range of short-range modules for Bluetooth, Wi-Fi and V2X

• u-blox takes large initiatives to address the great potential of expected growth of the market


Andreas Thiel, Cellular


Cellular standards evolution

LPWA Definition

Low-Power, Wide-Area (LPWA) network is a generic term for a group of technologies with the following key characteristics:


LPWA technologies complement existing cellular mobile networks and short range technologies, enabling wide area communications at lower cost points and better power consumption characteristics for far greater deployment location freedom.

• Limited data communications throughput capacity

• Low power, long battery life (often in excess of 10 years)

• Wide area connectivity and coverage penetration characteristics

• Narrowband operation and reduced system complexity


Full technology coverage with modules (3rd party chipsets)


Own cellular technology for strategic focus

Focus market segments


• Smart Payment & Vending

• Smart Metering & Industrial Automation

• Smart City & e.Monitoring

• Connected Health

• Industrial Asset Tracking

• Smart Buildings

• Auto-Line Fit / OEM

• Vehicle Tracking

• Insurance

• Aftermarket Telematics

• Gateways & Routers

• Wearables – Trackers

• Wearables – Sports & Fitness

• Wearables – Smart Wearables

• Wearables – Action Cameras

Industrial Automotive Consumer

• Connected City • Connected Industry • Connected Vehicle

u-blox differentiators: Customer Focus and MORE


Market-Specific Differentiators

Ownership of Core Technology

Reduced System Complexity

Ecosystem Enablement

Customer Focus

• Industrial

• Automotive

• Consumer

• LTE Chipsets

• RF Chipsets

• Source Code Access

• FOTA

• CellLocate

• Secure by Design

• Solutions

• Reference Designs

• Nested HW Design

• Common API

• Strategic Partnerships to facilitate end to end / device to cloud.

• Global MNO Certification

• Cloud Platform Agnostic

• Local FAE Support

• Documentation

• Design Reviews

• Evaluation Kits

• Don’t compete with customer

Industrial asset tracking applications are diverse …

… but all share the same basic function blocks: • Micro Controller Unit (MCU)

• Communication Modem

• Optional GNSS Receiver 1)


1) Global Navigation Satellite Systems: GPS, GALILEO, GLONASS, QZSS, etc.

The u-blox asset tracking platform

• State of the art technologies

• Combining Wireless and GNSS lowers system costs

• Drop-in solution for simple migration between generations and technologies

• Future proof thanks to form-factor roadmap

• License free services for positioning in areas of poor or no GNSS reception

• Chip SIM support for highest reliability


Cellular enabled connected vehicle applications


Navigation and traffic data

V2X Communication

Hands-free Telephony

Rear seat Entertainment

1st mount telematics services

eCall / ERA Glonass

In-car Hotspot

ADAS

External hotspots

Connected Vehicle • Applications: In-car infotainment, usage-based insurance, fleet management,

crash notifications, roadside assistance, stolen vehicle recovery, vehicle diagnostics

• Legislative / Regulatory Drivers: eCall (EU, 2018), ERA-GLONASS (RU, 2017), CONTRAN 245 (BR, TBD)

• Market Constraints: Vehicle replacement rates, OEM planning cycles

• Technology Constraints: LTE network coverage, smartphone as hub


Data rate Mobility Battery life Voice Time to market

Cost Sensitivity

Varies High Short Some Varies Varies

Infotainment: LTE Cat 4+

Voice Applications: 3G, LTE Cat 1

Other Applications: LTE Cat M1 / RPMA

TOBY-L4 series – LTE System Architecture At the heart of the connected vehicle


Connected City


• Applications: Street lighting, Waste Mgmt, Parking, Remote Monitoring, Metering, Smart Buildings, Payment & Vending

• Legislative / Regulatory Drivers: Energy efficiency and emissions initiatives (EU 20/20/20, UK’s carbon tax and Japan expediting its energy savings goals after Fukushima)

• Market Constraints: Long design cycles, lack of information among decision-makers, investment costs

• Technology Constraints: Competing technologies to cellular (i.e. wired, RF)

Data rate Mobility Battery life Voice

Time to market

Cost Sensitivity

Varies Low…None Medium None Medium Varies

Video Surveillance: LTE Cat 1 (or higher)

Other Applications: 3G, LTE Cat M1 / NB1, RPMA


Cat NB1 – Ideal for Smart Gas & Water Meters.

Cat NB1

Billions of connections (150k per cell)

Secure & Reliable. Industry standards based.

Optimized for low power consumption (10+ year battery life)

Integrates into cellular system. Easy deployment.

Extended long range coverage and deep penetration indoors & underground

© u-blox AG Slide 80

u-blox has been an early pioneer of NB-IoT and we’ve worked closely with companies including Vodafone, Deutsche Telekom and Huawei to complete the first successful commercial trials of pre-standard NB-IoT in Smart Metering applications.


Water Metering Spain 2015, 2016

1st pre-standard Cat NB1 message

Each technology addresses unique use cases & markets


LTE Cat M1 LTE Cat 1 LTE Cat 6

N series R4 series R2 / R3 series Planned

LTE Cat NB1 RPMA

Planned

LTE Cat 4

L2 series

Highest performance & data rates

Lower complexity, lower data rates, lower power consumption

Voice / video

Mobility

u-blox chipset inside

Smart Metering & Industrial Automation

Insurance

Smart Payment & Vending

Smart City & e.Monitoring

Smart Buildings

Connected Health

Auto-Line Fit / OEM

Vehicle & Asset Tracking

Aftermarket Telematics

Gateways & Routers Wearables

Agricultural & Environmental

u-blox LTE Modem Technology – Rationale


u-blox LTE modem technology is designed for IoT, focused on long lifecycles and prioritizing features important for IoT applications.

Combined with Positioning and Short Range, u-blox offers a unique portfolio of products and technologies designed for IoT.

LARA-R3 is a series of single mode LTE Cat 1 modules and complements u-blox' existing multimode LTE Cat 1 portfolio with modules that will also provide integrated GNSS.

Single supplier for modules and chipset solution, uniquely enabling smooth transition from modules to chipset-based design.

u-blox is in full control of its own product roadmap, features, quality and costs.

UBX-R3 represents the first milestone in a long-term strategy to create LTE modem technology designed for IoT and M2M.

u-blox will be the only cellular module maker in the market, where module, modem and GNSS technology were developed by a single supplier.

Designed for IoT Technology Leadership

Competitive Differentiation

Complements Product Roadmap

LTE Technology in first u-blox LTE platform UBX-R3

• Designed for the Internet of Things • Modem technology designed for IoT (not for a cell phone)

• Professional grade, designed & built for industrial & vehicle use

• Robust communication in harsh environments – temperature, vibrations, velocity, EMI

• Cost optimized system design for LTE single mode Cat1

• Long term availability for long product lifecycles in IoT / M2M applications

• In-house, in-depth technical knowledge enabling outstanding customer support

• Flexible software-defined modem architecture for fast feature / 3GPP updates

• Modem optimizations can meet specific use-case requirements

• Secured Assets • u-blox trusted domain security

• End-to-end security supported (secure firmware, secure transport layer, secure interfaces, secure APIs)

• Located Assets • u-blox 8 GNSS receiver on chip


Why chipset and module

All our IP is contained in the chip

Module is the most efficient form of transferring technology to the OEM

• Complete building block

• Fully tested

• Certified for global use

• Cost efficient

• Low deployment risk


u-blox LTE IP: The basis for more – LPWA modems

• Full LTE technology IP in-house

• Mixed signal chip with baseband and RF

• Signal processing (PHY layer)

• LTE Protocol stack

• Testing

• Certification

• Complete modem module

• IP can be extended to all LPWA categories with limited effort and risk


Key points

Huge growth potential in LPWA for professional cellular data traffic

u-blox offers leading products for all deployed cellular standards

The future technology is LTE-only

• u-blox builds a unique and strong product portfolio based on own chipsets

• Market taking off this year

Variety of solutions addressing different use cases

Margin improving in mid-term thanks to own silicon


u-blox R3 LTE technology demo Overview


U/L data - streaming video (via UDP)

D/L data - streaming video (via UDP) Stream downlink video

Play uplink video Stream uplink video Play downlink video

Network signalling & diagnostic charts

RF

UBX-R3 development

platform

LTE Network Simulator

Ethernet Ethernet

Thank you!


analyst day september 23, 2016 - u-blox · disclaimer this presentation contains certain forward-...

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