sivers ima holding ab · sivers ima holding ab ... semiconductor optical amplifier (soa) amplifiers...

25
Sivers IMA Holding AB Focus on technology and growth June 2017 Anders Storm, CEO 1

Upload: dotuyen

Post on 06-Apr-2018

220 views

Category:

Documents


3 download

TRANSCRIPT

Page 1: Sivers IMA Holding AB · Sivers IMA Holding AB ... Semiconductor Optical Amplifier (SOA) Amplifiers ideal for high-speed optical networks +100 gbps Vertical-Cavity Surface-

Sivers IMA Holding AB

Focus on technology and growth

June 2017Anders Storm, CEO

1

Page 2: Sivers IMA Holding AB · Sivers IMA Holding AB ... Semiconductor Optical Amplifier (SOA) Amplifiers ideal for high-speed optical networks +100 gbps Vertical-Cavity Surface-

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

2

Sive

rs IM

A h

old

ing

AB

Sivers IMA AB

CST Global

Trebax AB

Page 3: Sivers IMA Holding AB · Sivers IMA Holding AB ... Semiconductor Optical Amplifier (SOA) Amplifiers ideal for high-speed optical networks +100 gbps Vertical-Cavity Surface-

• 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

+

3

Page 4: Sivers IMA Holding AB · Sivers IMA Holding AB ... Semiconductor Optical Amplifier (SOA) Amplifiers ideal for high-speed optical networks +100 gbps Vertical-Cavity Surface-

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

4

Page 5: Sivers IMA Holding AB · Sivers IMA Holding AB ... Semiconductor Optical Amplifier (SOA) Amplifiers ideal for high-speed optical networks +100 gbps Vertical-Cavity Surface-

WE NOW LIVE IN A COMMUNICATION AND

SENSOR SOCIETY

#sendandcollect

5

Page 6: Sivers IMA Holding AB · Sivers IMA Holding AB ... Semiconductor Optical Amplifier (SOA) Amplifiers ideal for high-speed optical networks +100 gbps Vertical-Cavity Surface-

*Ericsson Networked Society Essentials

A NEW TECHNOLOGY PARADIGM

#the world is changing

6

Page 7: Sivers IMA Holding AB · Sivers IMA Holding AB ... Semiconductor Optical Amplifier (SOA) Amplifiers ideal for high-speed optical networks +100 gbps Vertical-Cavity Surface-

5G & Internet of Things (IoT)

Data 10x

+540 M - 5G

+30 Billion IOT

7Source: Ericsson mobility report Q3-2016

Page 8: Sivers IMA Holding AB · Sivers IMA Holding AB ... Semiconductor Optical Amplifier (SOA) Amplifiers ideal for high-speed optical networks +100 gbps Vertical-Cavity Surface-

DRIVING NEW TECHNOLOGY

#mmWave&photonics

8

Page 9: Sivers IMA Holding AB · Sivers IMA Holding AB ... Semiconductor Optical Amplifier (SOA) Amplifiers ideal for high-speed optical networks +100 gbps Vertical-Cavity Surface-

9

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.

Page 10: Sivers IMA Holding AB · Sivers IMA Holding AB ... Semiconductor Optical Amplifier (SOA) Amplifiers ideal for high-speed optical networks +100 gbps Vertical-Cavity Surface-

Future backhaul mix

Microwave and fiber

10

Page 11: Sivers IMA Holding AB · Sivers IMA Holding AB ... Semiconductor Optical Amplifier (SOA) Amplifiers ideal for high-speed optical networks +100 gbps Vertical-Cavity Surface-

Our Core Technology

11

Page 12: Sivers IMA Holding AB · Sivers IMA Holding AB ... Semiconductor Optical Amplifier (SOA) Amplifiers ideal for high-speed optical networks +100 gbps Vertical-Cavity Surface-

Wi-Fi and Cellular Evolution

key RF features • mmWave• Beam steering/

Beam forming• Phased array

antennas

12

”WiGig”

Page 13: Sivers IMA Holding AB · Sivers IMA Holding AB ... Semiconductor Optical Amplifier (SOA) Amplifiers ideal for high-speed optical networks +100 gbps Vertical-Cavity Surface-

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

Page 14: Sivers IMA Holding AB · Sivers IMA Holding AB ... Semiconductor Optical Amplifier (SOA) Amplifiers ideal for high-speed optical networks +100 gbps Vertical-Cavity Surface-

Trend- Hyper scale data centers

Page 15: Sivers IMA Holding AB · Sivers IMA Holding AB ... Semiconductor Optical Amplifier (SOA) Amplifiers ideal for high-speed optical networks +100 gbps Vertical-Cavity Surface-

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

15

Page 16: Sivers IMA Holding AB · Sivers IMA Holding AB ... Semiconductor Optical Amplifier (SOA) Amplifiers ideal for high-speed optical networks +100 gbps Vertical-Cavity Surface-

16

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

Page 17: Sivers IMA Holding AB · Sivers IMA Holding AB ... Semiconductor Optical Amplifier (SOA) Amplifiers ideal for high-speed optical networks +100 gbps Vertical-Cavity Surface-

17

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

Page 18: Sivers IMA Holding AB · Sivers IMA Holding AB ... Semiconductor Optical Amplifier (SOA) Amplifiers ideal for high-speed optical networks +100 gbps Vertical-Cavity Surface-

CST Global - DFB Capacity

3 inch7,62cm

4 inch10,16cm

From March 2017

CST Hamilton facility

100 K chip65 K chip

18Strictly Confidential

1,8

3

3,6

4,5

6

0

1

2

3

4

5

6

7

Q4 2016 Q1-2017 Q2-2017 Q3-2017 Q4-2017

DFB capacity million units

Page 19: Sivers IMA Holding AB · Sivers IMA Holding AB ... Semiconductor Optical Amplifier (SOA) Amplifiers ideal for high-speed optical networks +100 gbps Vertical-Cavity Surface-

CAPTURING THE GROWTH

#mm-waveandphotonics

19

Page 20: Sivers IMA Holding AB · Sivers IMA Holding AB ... Semiconductor Optical Amplifier (SOA) Amplifiers ideal for high-speed optical networks +100 gbps Vertical-Cavity Surface-

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

20

Page 21: Sivers IMA Holding AB · Sivers IMA Holding AB ... Semiconductor Optical Amplifier (SOA) Amplifiers ideal for high-speed optical networks +100 gbps Vertical-Cavity Surface-

21

Fixed Wireless Access - WiGig/5G

• 150 million subscriptions by 2022• Total addressable chip market: 6000 MUSD

ABI Research’s Fixed Mobile Broadband Convergence report

Page 22: Sivers IMA Holding AB · Sivers IMA Holding AB ... Semiconductor Optical Amplifier (SOA) Amplifiers ideal for high-speed optical networks +100 gbps Vertical-Cavity Surface-

22

Laser Market Segments

Change

Page 23: Sivers IMA Holding AB · Sivers IMA Holding AB ... Semiconductor Optical Amplifier (SOA) Amplifiers ideal for high-speed optical networks +100 gbps Vertical-Cavity Surface-

Vision summary

#mm-waveandphotonics

23

Page 24: Sivers IMA Holding AB · Sivers IMA Holding AB ... Semiconductor Optical Amplifier (SOA) Amplifiers ideal for high-speed optical networks +100 gbps Vertical-Cavity Surface-

Key facts

24

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

Page 25: Sivers IMA Holding AB · Sivers IMA Holding AB ... Semiconductor Optical Amplifier (SOA) Amplifiers ideal for high-speed optical networks +100 gbps Vertical-Cavity Surface-

JOIN US ON OUR JOURNEY

#thankyou

25

More information on www.siversima.com