Welcome to the 0G revolution · 2/20/2019  · 2016 165M people 660M people 1B people Pop. coverage...

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Welcome to the 0G revolution ! Bertrand Ramé Tokyo, 20 Feb 2019

Transcript of Welcome to the 0G revolution · 2/20/2019  · 2016 165M people 660M people 1B people Pop. coverage...

Welcome to the

0G revolution !

Bertrand Ramé

Tokyo, 20 Feb 2019

Imagine releasing the Value of Datafrom every “thing” around us…

CONFIDENTIAL 2

0G

Cost

efficient

Low

Power

Global

Network This is what Sigfoxand 0G is all about

CONFIDENTIAL 3

Our 0G Network extracts data at an unbeatable cost of production…

▪ Up to 20x cheaper modules

▪ Most cellular devices are

upgradable to Sigfox

▪ 10x less antennas required than cellular

▪ Antennas 3-5x less expensive than

cellular

▪ No spectrum licensing

▪ Unique cloud

▪ Global contract

▪ Seamless service

0G

2G

3G

4G

5G$6 for 2G, $15 for 3G and

$35 for 4G LTE modules

<$2 for Sigfox

modules

Lower

bandwidth

and tailored

to Mass IoT

Ever increasing

bandwidth but

not natively

designed for

IoT

VS

CONFIDENTIAL 4

0G

Anti-jamming

Fallback mode Seamless Pairing of

broadband network

Security

enhancement

… and is proven to be the best back-up for broadband networks and security systems

Cellular

Wi-Fi

Cable / DSL

Landline

CONFIDENTIAL 5

With a clear rollout strategy to achieve full scale

worldwide coverage through terrestrial & satellite

Live network

2017

2018

2016

165M people

660M people

1B people

Pop. coverage

2019 target

2021 target

Our unique seamless 0G network is still expanding…

512

3645

60

70

2014 2015 2016 2017 2018 2019

G7

G20

Covering countries representing over 90%

of the world’s GDP

CONFIDENTIAL 6

China – A priority expansion for Sigfox*

• President Macron of France and President Xi Jingping of China formally witnessed the signing of a Memorandum of Understanding between SeniorAdom, Chengdu High Tech Industrial Development Zone (CDHT) , and Sigfox; during the formal State Visit by the French President to China on 9 January, 2018.

• The pilot, based in Chengdu, Sichuan Province, China - a city of 9m people – is for deployment of a SeniorAdom / Sigfox wireless telecare solution in 1,500 homes of elderly citizens living alone.

• Ludovic Le Moan, Thierry Roussel (CEO Senioradom) and the Mayor of Chengdu were the signatories.

• Temporary license was granted by MiiT in Nov 2018

• Pilot project will be conducted throughout 2019

• In parallel, Sigfox searching a Sigfox Operator for the whole of China

* Confidential - Under agreement between the parties, details are not to be publicly utilized without prior agreement

CONFIDENTIAL 7

…reinforcing our unique leadership in the exponentialIoT Market

1

2

Over the past years, Sigfox

has planted the relevant

seeds…

…driving to a proven Market take-off for Sigfox

0

1

2

3

4

5

6

7

Dec. 16 June 17 Dec. 17 June 18 Dec. 18M

illio

ns

Number of devices

0

50

100

150

200

250

300

350

400

Dec. 16 June 17 Dec. 17 June 18 Dec. 18

Mill

ion

s

Number of messages/month

We connect... …and we collect data

AMOTECHAMOGREENTECH

AMOSENSE AMOLIFESCIENCE

Established in Oct, 1994

(Public since 2003)

Established in Jan, 2004

Established in Nov, 2008

Established in Sept, 2016

▪ EMC▪ Antenna▪ BLDC Motor

▪ Wireless Charging▪ Ceramic Division ▪ Packaging Division ▪ Sensors ▪ IoT Device (Sigfox) ▪ Integration S/W

▪ Amorphous Core ▪ Nano Fiber ▪ Thermal Plastic / Materials ▪ Flexible Battery ▪ Thin FPCB ▪ Water Filer

▪ Cell Culture ▪ Magnetic Beads ▪ Wound Patch ▪ Smart Skin ▪ E-Health Care Device

U$ 450M (2018E)

AMO group sales revenue

AMO-SNet - Sigfox Operator in KoreaA subsidiary company of AMO Group, a global leader in IT, Automotive, High efficient energy and Bio technologies

• DA signed in Nov 2017.• FBO License granted in Feb 2019.• Network deployment start in Q2 2019.

• Nationwide network coverage by Q1 2020. (85% Pop)• Over 1400 BS installation by Q1 2020.

AMO-SNet - Key milestone / vertical

NationwideCoverage by Q1, 2020)

• Logistic and cold chain • Marine services• Smart city• Smart factory

CONFIDENTIAL 10

We are supported by a strong ecosystem of Tier-1 partners…

Semi &

ModuleDevice

Solutions &

integrators

Presales

Consulting

Tech enablement Mass production Solution delivery

1

…enabling prestigious customers to choose Sigfox, paving the path to a massive adoption from the rest of the Market

CONFIDENTIAL 11

Asset Tracking Utilities & Others

IOT BACK UP BROADBAND

2

CONFIDENTIAL 12

Trolleys, Racks, Containers Pallets, Baggage,

Reusable Plastic containers

Low cost trackers will rapidly unlock Asset Tracking key markets 150 Billion

10 Billion

2 BillionTAM (units)

$10 $5 $1Target

Device

price

Parcels

(a) 2B: Consolidation of multiple sources for trolleys, racks, containers

(b) 10B: IATA for baggage; Chep investor deck 2018 for pallets & RPCs

(c ) 150B: Pitney Bowes’ Parcel Shipping Index (September 2017)

CONFIDENTIAL 13

This is only the beginning of

the 0G revolution !!