U blox : Capital Markets' Day Presentation 2021

Capital Markets'

Day 2021

November 23, 2021 | www.u-blox.com | SIX: UBXN

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.

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Agenda

14:30-15:45	Welcome	Thomas Seiler
	What we are	Thomas Seiler
	u-blox is a solution provider	Thomas Seiler
	Our addressable markets and growth drivers	Thomas Seiler
	Market focus	Markus Schaefer
	Value proposition	Markus Schaefer
15:45-16:05	Q&A
16:05-16:15	Break
16:15-17:00	R&D plans and expenditures	Andreas Thiel
	Q&A
	ESG	Thomas Seiler
	Financial information	Roland Jud
	Round up	Thomas Seiler
17:00-17:15	Q&A

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Representatives

Thomas Seiler	Andreas Thiel
Chief Executive Officer	Head of Product Centers,
	Co-founderu-blox AG

Roland Jud

Chief Financial Officer

Markus Schaefer

Executive Director Global

Marketing & Sales

Thomas Seiler has served as a Member of the Board of Directors and as CEO since the incorporation of u-blox Holding AG in 2007. He serves as CEO of u-blox AG since

2002. In 2006 he was appointed Member of the Board of Directors of u-blox AG. Thomas Seiler holds a degree in mechanical engineering from the Swiss Federal Institute of Technology Zurich (ETH) and a MBA diploma from INSEAD, France. In 1987 he was appointed Member of the Executive Committee of Melcher Holding AG, Switzerland and CEO from 1991 to 1998. Thereafter, he served as CEO of Kistler Holding AG, Switzerland from 1999 to 2001.

Andreas Thiel is Head of Product Centers at u-blox AG, a role he took on in early 2019. From 1997 to 2012, he was Executive Vice President R&D Hardware of u-blox AG, and from 2007 to 2012 he served as Executive Vice President (R&D Hardware) of u-blox Holding AG. From 2012 to 2019, he acted as Executive Director Cellular Product Development. He holds a degree in electrical engineering from Aachen University (RWTH) in Germany. From 1994 to 1997 he was a research assistant and project manager at the Swiss Federal Institute of Technology Zurich (ETH). In 1997, he co-foundedu-blox AG.

Roland Jud has been appointed CFO of both u-blox Holding AG and u-blox AG in 2011. He holds a degree in economics from the University of St. Gallen (HSG), a diploma as Swiss Certified Auditor (CPA) and a diploma as Certified IFRS/ IAS Accountant. From 1992 until 1999 he was auditor and consultant at KPMG. He served as Group Controller and Deputy CFO at Gurit-Heberlein Holding AG, Switzerland from 1999 to 2008. Thereafter, he was Head of Accounting, Reporting and ICS at Ascom Holding AG, Switzerland until 2010. From 2010 until 2011 he held the position of CFO and Member of the Executive Committee at Nexgen AG, Switzerland. Roland Jud is a Member of the Advisory Board of c-crowd

Markus Schaefer joined u-blox as Member of the Executive Committee for Global Marketing and Sales in September, 2019 and is based in Thalwil, Switzerland. He holds a M.Sc. in Electrical Engineering from RWTH Aachen, Germany and an MBA in Leadership from Tiffin University, Ohio, USA. He worked at Infineon Technologies from 1995 to 2009 in Application Engineering, Marketing and Sales, mainly based in San Jose CA, USA. He served as Senior Director of Global Sales and Marketing at NXP for RF and Power Management from 2009 to 2014 in Nijmegen, the Netherlands. From 2014 to 2019, Schaefer held the position Head of Sales EMEA and India at MACOM

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AG, Zürich.

Technologies based in Duesseldorf, Germany. He is a citizen of Germany.

Specifics topics covered

What		What we offer:
we are?		Solutions

u-blox		R&D plans
value		and
proposition		expenditure

Market share

and

growth drivers

Financial view

on

Capex and

FCF

u-blox

market focus

ESG

&

Sustainability

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