welcome to the 0g revolution · 2/20/2019 · 2016 165m people 660m people 1b people pop. coverage...
TRANSCRIPT
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)