Sivers IMA Holding AB
Focus on technology and growth
June 2017Anders Storm, CEO
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Sivers IMA Holding in Brief
• Founded 1951 with a long history in high frequency technology innovation
• HQ in Stockholm, office in Gothenburg both with sales, R&D and Lab
• CST Global acquired in May 2017 compound semiconductors foundry in Glasgow
• Employees 83 and 15 consultants
• Listed on Aktietorget under SIVE
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Sivers IMA AB
CST Global
Trebax AB
• Transceivers, Radar, VCOs, compound semiconductors
• Significant revenue growth 2017 (Q1-17 >45%)
• Proforma 2016 -> net Revenue growth +267%
• A global semiconductor company, combining photonics and mmWave electronics
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Sivers IMA shall be the obvious partner to system suppliers and large semiconductor companies. We have employees with unique expertise that can develop, manufacture and sell chips, components, modules and subsystems based on proprietary advanced semiconductor technology in microwave, millimeter and optical semiconductors, we solves the most complex challenges for our customers
Our Strategy
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WE NOW LIVE IN A COMMUNICATION AND
SENSOR SOCIETY
#sendandcollect
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*Ericsson Networked Society Essentials
A NEW TECHNOLOGY PARADIGM
#the world is changing
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5G & Internet of Things (IoT)
Data 10x
+540 M - 5G
+30 Billion IOT
7Source: Ericsson mobility report Q3-2016
DRIVING NEW TECHNOLOGY
#mmWave&photonics
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Communication and Sensor Society
10 -40 Gbps
1-10 Gbps
0,5-1 Gbps5 Gbps
10 Gbps
Autonomous
drive
Radarsensor
#mmWave&photonicstransceivers
FiberFFTX
Data centers: Verizon, AT&T, China Mobile Facebook, Microsoft, Amazon, and Alibaba.
Future backhaul mix
Microwave and fiber
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Our Core Technology
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Wi-Fi and Cellular Evolution
key RF features • mmWave• Beam steering/
Beam forming• Phased array
antennas
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”WiGig”
Why mmWave for this growth? Federal Communications Commission (FCC) in the US open up for mm-wave
• 27.5-28.35GHz• 37-38.6GHz• 38.6-40GHz• 57-71GHz (14 GHz)• 71-76 and 81-86 GHz (10 GHz)
USA market = first mover
13Source: Ericsson mobility report Q3-2016
Trend- Hyper scale data centers
Semiconductor Optical Amplifier (SOA)
Amplifiers ideal for high-speed optical networks +100 gbps
Vertical-Cavity Surface-Emitting Laser (VCSEL)
Chip
VCSELs reliable, efficient, & cheap for short range data center application
Data rates exceeding 50 Gbps have been successfully demonstrated in the lab
CST Data Center Technology - laser products
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Chip and 5G module
• 28-39 GHz• Verizon - 3.1 billion USD• Several large compnies inviting
to 5G partnership talks• Use of proven leading edge
technology
5G mmWave
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Fiber to the home (FTTH) - Broadband CST- DFB Lasers
Current product 1310 nm 2.5 Gb/s GPON product
Diod Type Wavelength Data Rate Application
Uncooled DFB 1270 nm 1.25 Gb/s 10G EPON
Uncooled DFB 1270 nm 2.50 Gb/s XPON1
Uncooled DFB 1270 nm 10.0 Gb/s XPON2
Uncooled DFB 1490 nm 2.50 Gb/s GPON
Uncooled DFB 1577 nm 10.0 Gb/s XPON1/2
CST Global - DFB Capacity
3 inch7,62cm
4 inch10,16cm
From March 2017
CST Hamilton facility
100 K chip65 K chip
18Strictly Confidential
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Q4 2016 Q1-2017 Q2-2017 Q3-2017 Q4-2017
DFB capacity million units
CAPTURING THE GROWTH
#mm-waveandphotonics
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mmWave Backhaul
• Outdoor small cell mm-wave backhaul market would reach 1200 MUSD in 2020 • With a five-year (2016–2020) compound annual growth rate (CAGR) of 80 percent
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Fixed Wireless Access - WiGig/5G
• 150 million subscriptions by 2022• Total addressable chip market: 6000 MUSD
ABI Research’s Fixed Mobile Broadband Convergence report
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Laser Market Segments
Change
Vision summary
#mm-waveandphotonics
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Key facts
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A global semiconductor group with world-class products
Leverages long know-how in compound semiconductors and mmWave R&D
Gbit wireless and fiber broadband solving the future needs for the residential market (FTTX/FWA)
High growth in communication and sensor society
Lower cost radar sensor is key in the future sensor market
Following strategic trend of investing in both wireless and optics (see MACOM, IDT)
Sivers IMA offers chips, components, modules and subsystems
JOIN US ON OUR JOURNEY
#thankyou
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More information on www.siversima.com
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