Analyst Day 2016 Presentation

88 Pages·2016·5.79 MB·English

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

Slide 2 © u-blox Holding AG
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.

Slide 3 © u-blox Holding AG
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
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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)

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A global semiconductor player
U-blox revenue split per market Revenue by geography / EBITDA in m. CHF
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Strong product line-up for IoT
• Essential wireless technologies: POS, CEL, SHO
• Unique combination of chips and modules
Cellular Short Range
Positioning
Communication Communication
Integrated
Circuits
Modules
Services and CellLocate® eCall Reference Designs
Solutions AssistNowTM Hotspot Maker boards
Differentiated Portfolio Tailored to Market Requirements
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Deep product portfolio
Cellular Short Range
Positioning
Communication Communication
Standard PVT 2G
BT
Low Power PVT 3G
4G
High Precision BT-LE
5G
Dead Reckoning RPMA Wi-Fi
Timing LPWA Gateways
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Expanding the customer base
66
5700 15

COUNTRIES
CUSTOMERS SALES
WORLDWIDE OFFICES
WORLDWIDE
• 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

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