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.
3
u-blox Holding AG - Analyst day 2020
Why u-blox is core
4
u-blox Holding AG - Analyst day 2020
u-blox at a glance
A market leader in positioning and wireless communication technology
Our business
Global provider of leading positioning and wireless communication technologies
Number one GNSS module supplier worldwide, with in- house positioning chip
Enables OEMs to reliably locate and connect people and devices
A fabless company owning the full IP focusing on R&D and customer relationships
All manufacturing outsourced
Services
Connectivity, Location, Security
Positioning
Cellular connectivity
Short range
connectivity
To locate the source of
To connect over a wide
To connect
information
area
over short distances
Products comprised of chipsets, modules and data services
5
u-blox Holding AG - Analyst day 2020
u-blox at a glance in numbers
3
Core markets
Automotive Industrial Consumer
7600
Customers
served world-
wide
385m
1997
Revenue in 2019
Founded as a
zwuzu
spin-off from
in CHF
ETH Zurich
1/3
1000+
of revenue
Employees
AMER, EMEA,
68% in R&D
APAC
20.5 %
of revenue
invested into
R&D
2007
IPO and listed
SIX:UBXN
6
u-blox Holding AG - Analyst day 2020
u-blox today and tomorrow
Our value proposition endures
u-blox is in the right markets
IoT, autonomous driving and electric vehicles, Smart City and Industry 4.0 are megatrends shaping the world today.
u-blox will emerge even stronger after COVID-19
Solidly positioned to withstand the COVID-19 crisis and emerge even stronger.
u-blox's markets are growing and accelerating
In an increasingly connected world, the number of applications across our markets will only continue to grow.
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u-blox Holding AG - Analyst day 2020
Why u-blox is core
Wireless connectivity is fundamental for IoT devices
Demand for wireless
Only wireless connectivity can deliver the capillarity for connecting billions of devices to the cloud
Technology develops rapidly
Wireless technology continues to become increasingly complex and most of our customers have little knowledge
Customers seek to minimize implementation risk
Wireless requires expertise for successful implementation, and outsourcing is the solution for an efficient go-to-market plan
u-blox delivers
Providing superior wireless connectivity solutions is our core function in the industry
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u-blox Holding AG - Analyst day 2020
Wireless is the superior method of connectivity
Ideal across applications: automotive, industrial, and consumer
Only wireless can offerinterconnectivity among devices
Wireless is more reliable than cables - it isself- healing and serviceable
Wireless iscost effective - only wireless technology makes cloud services feasible
Wireless continues toevolve - strong technology progress in radio signals, signal processing and encryption
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u-blox Holding AG - Analyst day 2020
The importance of robust connectivity
Machine type communication requires powerful technology
Industrial use cases must be reflected in the basic solution concept
Requires a solid design to meet the end application
Extremely low risk tolerance for errors in industrial use cases
Typically used to manage important operational activity, such as fleet management
More complex operating schemes than with personal devices
Desired functionalities include low power schemes, battery issues, remote upgrades
Qualification and certification is essential for reliable operation
Standard to conduct thousands of individual tests for a new platform product to ensure robustness and high reliability
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u-blox Holding AG - Analyst day 2020
We provide a comprehensive "one-stop-shop" solution
Positioning and wireless communication technology bring things to the cloud
From the customer's perspective:
A seamlessly integrated bundle of technologies leads to faster time to market
Execution risk greatly reduced when working closely with one competent supplier
Customer may be unable to create the desired solution on their own when dealing with several suppliers
u-bloxcan deliver the desired combination of hardware components and services, and ensure that it will cooperate seamlessly
No other provider has this capability
Services
Connectivity, Location, Security
Positioning
Cellular connectivity
Short range
connectivity
To locate the source of
To connect over a wide
To connect
information
area
over short distances
Products comprised of chipsets, modules and data services
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u-blox Holding AG - Analyst day 2020
Technology leadership built over decades
Constant innovation and platform generation upgrades
Our innovation leadership
stems from a unique set of attributes that would be difficult to replicate
Deep IP pockets
Deep-rooted spirit
Culture that
Focus on the most
R&D teams with
from long
promising value
for stepping
appreciates
company history
proposals
outside the box
innovation
broad know-how
Supported and driven by more than 20 years of in-house experience
12
u-blox Holding AG - Analyst day 2020
Competitive environment
No other company offers the same solution space
Large semis
ST Microelectronics
NXP
Mediatek
Qualcomm
Broadcom
Small semis
Nordic
Silicon Labs
Sequans
Module makers
Sierra Wireless
Telit
Thales
Fibocom
Quectel
Focus on smart phones and other high-volume products
Very broad product portfolio - driven by consolidation
Only chip offering
Specialized in few technologies
Mostly chip offering
Produce modules based on reference designs provided by a semi supplier
No knowledge with respect to core IP and functionality
Priorities continue to be driven by COVID-19 pandemic
Our Priorities
Protect the health and safety of our employees while ensuring business continuity and efficacy
Employees working remotely in most regions; in-person meetings possible again in certain APAC countries
Teamed with manufacturing partners to ensure no production interruptions or impact to available capacity
Initiated cost improvement measures totaling CHF 15 million in annualized savings
Continue to follow local government guidelines while ensuring we are ready for a market recovery
Business Impact
Little to no disruption to business operations worldwide
Successfully serving customers, manufacturing products and fully managing R&D programs
Customer relationships migrated to virtual meetings, engaging more often and with greater efficiency
Strong focus on creation of new business opportunities as COVID-19 has accelerated demand in certain end markets for connected devices
Adjusted production capacity to work through some inventory overswing through the remainder of 2020
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u-blox Holding AG - Analyst day 2020
COVID-19: No paradigm shift
IoT, autonomous driving and electric vehicles, Smart City and Industry 4.0 are megatrends driving our business
Although business impacted in the near term, themegatrends driving growth and demand for our products will endure
Electric Vehicle expansion
Industrial customers continue to seek ways todrive efficiency and accuracy in their operations and businesses
Electronic content increase in automotive is driven byElectric Vehicle (EV) expansion and increasing environmental requirements (CO2 emissions)
COVID-19has, in fact, accelerated many of our markets
Industrial markets have an even greater desire to make productssmart and connected
High touch consumer products such as fitness devices have experienced increased demand driven by the crisis
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u-blox Holding AG - Analyst day 2020
And strong rebound expected
Expanding business pipeline
Optimistic for a rebound similar to the one following the financial crisis in 2010
First strong signs are in APAC: Record bookings in Japan and Korea, mainly thanks to Automotive
Solid project pipeline developing: Intensive customer engagements despite travel restrictions has accelerated the growth of new customer projects in our pipeline
Number of new customer projects, per month
*
*Through October 2020.
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u-blox Holding AG - Analyst day 2020
Update: Automotive
Substantial impact from COVID-19 due to production shutdowns; revenues recovering led by APAC and recent uptick observed in EMEA and Americas
COVID-19 Impact
In H1 2020, revenue decreased to CHF 41.3m v. CHF 57.3m in H1 2019 (-28%)
Rebound since September has occurred mainly in APAC (record bookings in Japan and Korea)
Several ramp-ups help to counter-balance the decline
Expectations
Volumes (registrations) returning to 2019 levels in Europe
Autonomous driving remains in focus by OEMs
Electronics content increasing with more complex system architecture in cars, and EV expansion strongly supported, particularly in APAC
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u-blox Holding AG - Analyst day 2020
Auto sales: Rebounding to historical norms
Volumes (registrations) recovering
Source: Bank Bär
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u-blox Holding AG - Analyst day 2020
Update: Industrial
Stable in H1 2020 with most application sectors continuing to grow
COVID-19 impact
Revenue in H1 2020 was essentially flat at CHF 110.2m v. CHF 109.5m in H1 2019 (+1%)
Stable with most application sectors growing, except for telematics
•
UAV
✓ ✓
•
Infrastructure, surveillance, security
✓ ✓
•
Automation, monitoring, sensor
✓ ✓
•
Medical, healthcare
✓
• Macro, small & femto cell
✓
•
Metering
✓/ -
•
Tracking, telematics
- -
Trends driving growth in connected solutions continue, and in some cases, have accelerated due to COVID-19
23
u-blox Holding AG - Analyst day 2020
Update: Consumer
Downturn from COVID-19 due to restrictions impacting outdoor and communal activities
COVID-19 impact
H1 2020 revenue was CHF 12.8m v. CHF 14.6m (-13%)
Downturn in several applications (e.g. cameras, watches) but fitness was positive in H1 2020
Expectations
Recovery visible as lockdown restrictions have eased worldwide
Several new applications for COVID-19 tracking are driving some growth
Consumer applications represent relatively small part of our total revenue (7%)
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u-blox Holding AG - Analyst day 2020
ESG
(Environmental, Social and Corporate Governance)
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u-blox Holding AG - Analyst day 2020
How our products support sustainability
Connectivity and positioning are essential in achieving a greener infrastructure
Driving greener travel
Our JODY-W2Wi-Fi and Bluetooth products are being used in an inductive electric vehicle (EV) charging initiative which promises to simplify this key aspect of EV ownership, and thereby drive adoption of zero-emission vehicles.
Safer and energy efficient communities
Our UBX-M8 GNSS chipset and SARA-R4 series cellular modems are being used in smart street lighting. This enables real-time fault- detection that leads to faster repairs, keeping communities energy efficient.
Reducing greenhouse gas emissions from central heating
Heating large buildings is a significant contributor to global greenhouse gas emissions. The SARA-R4 cellular range is at the heart of a globally available system that cuts energy waste from buildings.
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u-blox Holding AG - Analyst day 2020
ESG - why sustainability matters
Prioritizing sustainability results in value creation for all stakeholders in the long run
Since 2012, u-blox has been a member of the United Nations Global Compact, the largest corporate sustainability initiative in the world
The Internet of Things will make an exponential contribution to a more sustainable world and u-blox plays a key role in the innovation driving sustainability
Sustainability is aboutmaximizing the positive effect that we as a business can have, including our responsibility to be a good corporate citizen to our employees, business partners, communities and the environment
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u-blox Holding AG - Analyst day 2020
Our first sustainability report
In 2020, we published our first sustainability report detailing our commitment to these important initiatives
Identified and prioritized thetopics most important to us and stakeholders, and aligned them with the 17 United Nations Global Compact Sustainable Development Goals (SDG)
The 5 u-blox sustainability pillars are:
Business Ethics, Privacy and Security
Employees
Environmental Responsibility
Supply Chain Responsibility
Communities
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u-blox Holding AG - Analyst day 2020
Financial Update
29
u-blox Holding AG - Analyst day 2020
Half year 2020: Summary financial results
Results reflect the impact of COVID-19 across our business
Total revenues of CHF 174.0m, a decline of - 8.7% (-5.6% at constant exchange rates)
APAC revenues declined by -2% to CHF 70.1m
EMEA revenues declined by -16% to CHF 51.7m due to the automotive markets
AMEC revenues decreased by -14% to CHF 48.9m as consumer and fleet management applications softened
Despite decline in revenues, gross profit and EBITDA margins remain healthy
Impairment charge of CHF 74.1m due to refocusing of R&D programs and market delays in automotive
H1 2020
H1 2019
Change
adjusted 1
2020 to
(CHF millions, except EPS and
IFRS
2019
reported
adjusted 1
margins)
Revenue
174.0m
174.0m
190.6m
-8.7%
(at constant exchange
(-5.6%)
rates)
Gross profit
79.0m
79.4m
86.1m
-7.8%
Gross margin (%)
45.4%
45.6%
45.2%
EBITDA
19.9m
24.1m
32.7m
-26.3%
EBITDA margin (%)
11.4%
13.9%
17.2%
Excl. Share-based payments, impacts based on IAS-19, amortization of intangible assets acquired, impairments and non-recurring expenses
Revenue by region
Revenue by end market
(CHF
H1
H1
H1
H1
millions)
2020
2019
2020
2019
APAC
70.1m
71.5m
-2.0%
Automotiv
24%
30%
-27%
e
EMEA
51.7m
61.6m
-16.1%
Consumer
7%
8%
-13%
AMEC
48.9m
56.6m
-13.6%
Industrial
63%
58%
1%
Others
3.3m
0.9m
Others
6%
4%
13.%
Total
174.0m
190.6m
-8.7%
Total
174.0m
190.6m
-8.4%
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u-blox Holding AG - Analyst day 2020
Big picture
Historical investment in R&D will enable us to move past current headwinds with competitive strength
To Date
Focused on expansion of chip development across technologies over past 5 years
Building services business to further support base of products
Navigated through strong macro head winds since 2018
Looking ahead
Three new platforms released in 2020
Recurring service business taking traction, acquired Thingstream in 2020
Robust customer project pipeline
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u-blox Holding AG - Analyst day 2020
We create intellectual property
R&D priorities are balanced against positive free cash flow objectives
Free cash flow is our core KPI
R&D intensity managed to achieve positive free cash flow and balanced for continual building of innovative core Intellectual Property (IP)
Our balance sheet represents our core IP in the form ofcapitalized R&D and represents the intrinsic value ofu-blox
Our IP is based on CHF 900m investment over the last 15 years
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u-blox Holding AG - Analyst day 2020
Intellectual property is our core asset
Balance sheet represents our core IP in the form of capitalized R&D
Impairments of capitalized IP does not mean it has been completely written-off
Most of our IP continues to generate cash flow
Impairments are triggered by various reasons, including delays to market or an end-of-life product that is still being harvested
Mostly, these reasons indicate that the IP is still in use and generating cash flow
Capitalization and the rules for impairments are IFRS based accounting rules and do not necessarily reflect all realities
Input to modeling R&D cost:
45% capitalization rate
Amortization lags capitalization by 2-3 years
9 years harvesting time
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u-blox Holding AG - Analyst day 2020
Revenue development
Recent revenue trends indicate COVID-19 low point may be in the past
After strong start to 2020, revenue began declining in April, reaching a low point in August
Since August, revenue has increased each sequential month through October
Bookings are increasing meaningfully, although remaining relatively short-term as customers are holding little inventory
Monthly booking trend
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u-blox Holding AG - Analyst day 2020
Financial profile is solid
We are strongly positioned to withstand the impact of COVID-19
Resilient business model
Strong gross margin performance reflects specialty products, which tend to demonstrate more traction even during market downturns
Global business is diversified across geographic regions, products and end markets
CHF is a natural hedge against USD (100% for COGS; 60% for OPEX)
OPEX saving program in the amount of CHF 15m initiated with the aim to increase efficiency
Balance sheet strength
Ample cash and liquidity: CHF 100.6m cash at H1 2020
Bond refinancing to be determined in due time; net debt/EBITDA ratio is currently 0.3x
Strong IP portfolio - no further impairments expected
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u-blox Holding AG - Analyst day 2020
Outlook
Due to UK Takeover Code rules and the recent announcement of a possible offer for Telit Communications plc we are currently unable to provide an update on our earnings for FY2020
We expect to be able to provide earnings guidance in the near future and will provide an update in due course
36
u-blox Holding AG - Analyst day 2020
Acquisition criteria
Our M&A strategy
M&A has always been a part of our long-term strategy; successfully closed 16 transactions to date
Target must complement product portfolio and add service component with a strong industrial logic
Purchase price to enable shareholder value creation based on conservative synergy calculation
Only willing to do acquisitions at reasonable valuation
Business model, management and culture an ideal fit for u-blox
Specific areas where we would find a complementary fit:
Technology acquisition
Gain economies of scale
Expanding customer footprint and cross selling
Recurring revenue models
We maintain a continual stream of
acquisition opportunities
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u-blox Holding AG - Analyst day 2020
Break
38
u-blox Holding AG - Analyst day 2020
R&D Strategy
39
u-blox Holding AG - Analyst day 2020
u-blox proprietary wireless technology is unique
Long-termattitude: Wireless chips and modules in the industrial and automotive markets have a 5-10 year life-cycle
Core intellectual property (IP) re-used:Between generations of products and across the product portfolio. Low risk of obsolescence
Value-addedservices based on our core IP in the end device
Thorough verification and validation methodsassure robust products
Advanced packaging and silicon technologycreate energy saving products in small form factors
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u-blox Holding AG - Analyst day 2020
15
R&D centers worldwide
800+
engineers
CHF 100m+
annual investment (2019)
R&D strategy
Creating value bottom-up
Mixed signal competence: Analog radio and digital signal processing onone piece of silicon is our core technology and difficult to replicate
High software content: The specific software can only be developed by experts. It makes up 70% of our R&D cost and is key to differentiation
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u-blox Holding AG - Analyst day 2020
Why do we do this?
Achieving sustainable competitive advantage and value creation
Wederive a larger part of the value chain because we deliver more:
Enhanced functionality
Lower cost of ownership
Added services
Weincrease margins over the lifetime of the product
Independency from 3rd party chipset roadmaps: Better fit to customer demand
Customers take along-termcommitment with u-blox because of our control of core intellectual property (IP)
Gross margin continually expanding since market launch
Platform results (Chip and module)
Note: Sample based case
Better customer support thanks to full insight and control
42
u-blox Holding AG - Analyst day 2020
Product launches 2020
Broad expansion of solution capabilities will drive business growth
Cellular communication
UBX-R5
UBX-R5LTE-M/NB-IoT chipset offers unprecedented wireless technology integration with built-inend-to-end security, making it ideal for mission-critical or long life- cycle IoT applications.
Short range radio communication
JODY-W3
Designed for the increasing number of wireless high speed connections that will be required in vehicles.
Positioning
M9
The ultra-robust M9 technology platform will serve demanding
automotive high-end telematics applications.
M10
Leading edge GNSS platform for wearables asset trackers, with size and very low consumption.
We are adding our 10th generation of GNSS receivers
Our brand new M10 GNSS platform
Services
Connectivity, Location, Security
Positioning
To locate the source of
information
M10 chip and module variants
45
u-blox Holding AG - Analyst day 2020
Cellular product center
46
u-blox Holding AG - Analyst day 2020
Market trends
IoT continues growth, COVID-related shift in applications
COVID is accelerating IoT growth in some areas:
• Touchless / contactless experiences, remote monitoring and
automation
impact
• This means more need for edge computing and AI, further
driving growth in sensor networks and connected devices
• IoT security becoming more critical to protect sensitive and
COVID
confidential data
• Efficiency gains will eventually drive business continuity in
post-COVID recovery
CAPEX-intensive investments may be postponed in the near term:
5G deployments may be slower than expected in a number of regions
Micromobility
Shared and owned single user transport to avoid crowded public transportation.
Connected Health
Demand for remote monitoring, telehealth and connected clinical devices.
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u-blox Holding AG - Analyst day 2020
Growth drivers
Ideally positioned across IoT applications and regions
Migration 4G and 5G: Broad 5G-ready IoT portfolio covering both LTE-M and NB-IoT
High integration: Introduction of combo modules with integrated GNSS support new compact applications
Secure data: Cloud devices with root of trust and support of IoT-Security-as-a-Service
Recurring revenue: Services that provide support over the lifetime of the product
New networks: First LTE-M module certified to FirstNet, US network for first responders and public safety applications
SARA-R5 series
LTE-M /NB-IoT
Secure Cloud
GNSS
SARA-R42 series
LTE-M /NB-IoT /
EGPRS
Secure Cloud
GNSS
SARA-N3 series
NB-IoT
48
u-blox Holding AG - Analyst day 2020
R5 cellular chipset and module deployed to market
All major certifications achieved, for chip and module
49
u-blox Holding AG - Analyst day 2020
R5: Worldwide testing and certification
Covering leading base station makers and carriers
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u-blox Holding AG - Analyst day 2020
Band means the frequency band prevailing in the respective area
Application 1: NetModule
NetModule is a leading manufacturer of communication products for M2M, Telematics and IoT
For their automotive gateway platform they chose u-blox's:
TOBY-L2cellular module,
NEO-M8LGNSS receiver with dead reckoning, and
JODY-W1Wi-Fi module (in some products)
The gateway platform enables e-mobility monitoring, fleet management, and remote vehicle diagnostics.
"The geographic proximity and the exceptional quality and reliability that one could expect from a Swiss enterprise certainly influenced us in selecting u-blox as our technology partner for this product platform." Jürgen Kern, CEO of NetModule
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u-blox Holding AG - Analyst day 2020
Cellular priorities
• Expand leadership
• Transition of IoT
• Create more value
• Build next
in LTE-M with UBX-
applications to 5G
with combo
generation silicon
R5 chipset
solutions and
Services
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u-blox Holding AG - Analyst day 2020
Positioning product center
54
u-blox Holding AG - Analyst day 2020
Market trends
Highly reliable and precise tracking and navigation
COVID impact
New solutions to limit
virus spread with
drone delivery
Continued trend for accurate and long battery life fitness tracking
Ramp up in e-bikes and
Growing interest for
e-scootersas healthy
stable network
commute to work
connections as more
alternative
people work from home
Growing interest in
Acceleration in IoT
reliable people tracking
increasing demands for
solutions for contact
more remote monitoring
tracing
and automation
55
u-blox Holding AG - Analyst day 2020
Growth Drivers
Positioning and timing key to reliable infrastructure
High precision for automated operations
Facilitating autonomous vehicles
Paving the path to a smart city
Highly precise timing for telecoms
Enables 5G infrastructures to meet future demands
Expansion to new network types
Super low power
Continued strong expansion of wearables
Very long operation time, also with small batteries
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u-blox Holding AG - Analyst day 2020
Application 1: Robotics
Husqvarna - GNSS technology for autonomous robots
"Husqvarna is the undisputed global market leader in robotic lawn mowers"
Husqvarna robotic lawnmower with GNSS solution, and connectivity
Our broad GNSS portfolio offer great customer value
Our products enable a high precision satellite-based lawnmower with
higher productivityand lower installation costs
Robotic lawnmower
«u-bloxis recognized for their experience with the GNSS module and competence in that area.» Anders Johansson, CTO of Husqvarna
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u-blox Holding AG - Analyst day 2020
Application 2: Autonomous cars
Functional safe technology at the core
Connectivity to the cloud combined with edge computing allows for solutions inautonomous control
High precision and functional safetyare key to such solutions
u-bloxhas invested into this space for many years and will continue to expand its leadership
Advanced Driver Assistance Systems (ADAS) assisted driving
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u-blox Holding AG - Analyst day 2020
Positioning priorities
• Expand market
• Build up economies
• Strengthen
• Build up strong
share with new
of scale with new
leadership in high
position for ADAS
M10 for consumer
M10 platform
precision market
2+ solutions and
and tracking
ramp up ADAS 3+
applications
platform
59
u-blox Holding AG - Analyst day 2020
Short Range Radio product center
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u-blox Holding AG - Analyst day 2020
Market trends
COVID impact
Higher volumes in
Acceleration in
New solutions to
Strong
fitness home
eHealth use
limit virus spread
2-wheelers
equipment
cases
(e.g. tracking)
market - from
shared to owned
Advancement in
Growing need for
Growing interests
Shift towards
introducing
EV charging
in indoor tracking
open OS software
Wi-Fi 6 and
infrastructure
and location
base
electrification
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u-blox Holding AG - Analyst day 2020
Growth drivers
Delivering today and preparing tomorrow
Bluetooth as mass market technology: wide range of Bluetooth low energy modules and strong support for open OS ecosystem
Wi-Fifor today and tomorrow: successful launch of Wi-Fi 6 modules addressing both industrial and automotive
Market outreach: go-to-market partnership for untapped opportunities and stronger global distributors channels
Cloud connection: seamlessly through services
Indoor positioning: gained expertise and investment in technologies
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u-blox Holding AG - Analyst day 2020
Application 1: Industry 4.0
Sulzer - From pumps to service revenues
Treon's sensors measure vibration on Sulzer's pumps and send this data to the cloud via Treon's gateway (incl.NINA-B1 and SARA-R4) for predictive maintenance.
Seeing strong investment into Industry 4.0, e.g. digital transformation:
Adding services to pure product sales
Shifting of business model to recurring revenues
Multiple successes with high profile companies in Europe
Monitoring vibration on pumps
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u-blox Holding AG - Analyst day 2020
Application 2: e-bike
Modmo - When e-bikes replace cars
Featuring u-blox GPS technology with dedicated 4G data connection for location tracking and security:
Real-timelocation uploaded to a cloud server and retrieved from a mobile phone via cellular connectivity (LARA-R211)
Locking and unlocking e-bike with mobile phones via Bluetooth low energy (NINA- B111)
Connectivity handled inThingstream platform
e-bike user management
"The reason we chose u-blox was because of its high quality, which raises the reliability of our product and adds value to the functionality of the smart bike,"
Jack O'Sullivan, Founder at Modmo.
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u-blox Holding AG - Analyst day 2020
Short Range Radio priorities
Expand into the
Add on next releases
Gain strong traction
Expand services
high-performance
in SHO standards
with (indoor)
offering with secure
applications
positioning
connectivity
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u-blox Holding AG - Analyst day 2020
Services product center
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u-blox Holding AG - Analyst day 2020
Market Trends
Why services shape future business
IoT adoption is part of a broader cultural change to
optimize productivity and secure the business
and operating environment
impact
• Reliable and robust connectivity is critical
• Services are in high business focus: They are
COVID
perishable products
• Businesses are increasingly converting to
service-based models
eMobility
Demand for electrical vehicles such as eBikes, eScooters and electric wheelchairs.
Connected eHealth
Demand for remote monitoring, telehealth and connected clinical devices.
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u-blox Holding AG - Analyst day 2020
Growth drivers
Strong expansion of IoT requires more robust solutions
Service content increasing in most application segments- connectivity a genericpre-condition
Many new customers have little experience in cloud connectivity- need for out of the box connectivity
Edge computing - complementary features at the edge of the cloud
High expectations of availability and life-time maintenance
Data security consciousness- Security services is a recurring need
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u-blox Holding AG - Analyst day 2020
Connectivity services - what is it about?
MQTT NOW is natively supported in u-blox modules
!
Host
MQTT
An alert activates in the product and sends a message to Thingstream system to notify the user for action.
E-Mail
!
Text message
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u-blox Holding AG - Analyst day 2020
Application 1: Bridgit Home Support Hub
Upstream Health - E-health increasing wellbeing
Real-time medical and behavioral home monitor that measures more than 40 data points
Patients can live moresafely and independently in their homes
With the MQTT Anywhere service, u-blox'sThingstream platform automatically connects to remotely and securely collect and transmit data
Medical and behavioral home monitor
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u-blox Holding AG - Analyst day 2020
Application 2: Cooler system
Largest brewer AB InBev stay cool in South Africa
u-blox'sIoT connectivity solution supports AB InBev with a Fridgelogic Connected Cooler system
The solution enables AB InBev to track and monitor the temperature and location of its coolers and fridges
Ajay Lalu, Director, CIRT, said: "Thingstream provides us with the confidence that a cellular connection will always be maintained, without a guaranteed connection IoT, solutions just fail. Thingstream's connectivity platform is unique in its ability to not only ensure connectivity but also output IoT messages in a way that can be ingested forreal-timeinterpretation."
Our long-term strategy and focus remains unchanged
Thesecular trends propelling the growth of positioning and wireless technology in automotive and industrial applications will continue
Leader in positioning and wireless connectivity solutions
Offering aunique, comprehensive solution offering that no other company can provide
Our IP portfolio reflects ourlong history of R&D know-how built over decades of experience
New product platforms paving the way for expansion: three new Positioning platforms in market, strong traction R5 based LTE connectivity, building recurring revenue segment of the business
Well positioned to capitalize on a market recovery
u-blox Holding AG published this content on 25 November 2020 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 25 November 2020 08:28:07 UTC
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