Browave Corporation · TPEX:3163

Browave — Investor conference (法說會) 2024-03-14

18 slides from Browave's conference presentation, Mar 14, 2024

  1. Slide 1: AF BRAT RAAT A RZ &] Fiza eR

    AF BRAT RAAT A RZ &] 113 Fiza eR BEA: RRB BH 3: 1134039149

  2. Slide 2: AAG ELE MASH GABE BARD AH

    AAG ELE MASH GABE BARD AH ws eyo HAS EL ERAS SR EF ACR AO LE RRERLA KE Lo ARDLRR PAGAN RMABEN ZR: BROW) AlViE CORPORATION

  3. Slide 3: Outline

    Outline 112 CPO : AI CPO CPO/Transceiver CPO/Transceiver 3

  4. Slide 4: AI / Jumper/Cable / WDM Branch overview

    112 112 (1). AI/ : AI 400G/800G Jumper/Cable / Q3 Q4 (MM) (SM) (2). : BRANCH ( 1X8+Tap) BEAD WDM 4

  5. Slide 5: WDM, PON/FTTH, Cable TV Branch products

    112 WDM Cable TV Branch PON/FTTH 10G PON ( 1x64) ( 1X8+Tap) OIN AI 400G/800G Jumper/Cable AMP 5

  6. Slide 6: WDM Branch

    : 1. WDM Branch 2. 3. WDM/Branch 6

  7. Slide 7: Cable suppliers hit with operator spending slowdown

    Cable suppliers hit with operator spending slowdown Harmonic: broadband business revenues drop 17.5%, to $75.8 million, in Q3 AOI(Applied Optoelectronics) cable-related sales of $10.3 Mn dropped 67% YoY Casa: cable revenues $17.44 Mn, down 40% YoY Vecima: next- down 30% YoY Future HFC network upgrad

  8. Slide 8: ACP enrollments end today, now what?

    ACP enrollments end today now what? The Affordable Connectivity Program (ACP) ,which subsidizes broadband for low-income households, will officially stop accepting new enrollments after today, February 7, as the FCC gears up for the popular program to run out of funds this May. This week, the ACP is

  9. Slide 9: Average broadband usage on pace to surpass 1TB by 2029

    Average broadband usage on pace to surpass 1TB by 2029 Average monthly data usage hit 641 gigabytes in 2023, setting the stage for the average to surpass 700GB by the end of this year and blow past 1 terabyte by 2029. (Source: Light Reading/OpenVault) 2023 YoY 2022 2023 9.3% 641G 2024 700G 2029 1T 1

  10. Slide 10: Synergy Research Group data center spending

    Synergy Research Group: 1.2023Q4 $74billion, 2022 $12billion Q4 20% 2023 2022 19% AI 2.Google Microsoft Q4 2% 11% 24% Amazon 31% (Source: Synergy Research Group by Feb, 2024) 67% 10

  11. Slide 11: Category by Speed: 800Gbps and 1.6Tbps

    Category By Speed 1. 2024 800Gbps ( ) 51.2Tbps 2. 1.6Tbps 2025/2026 2028 800Gbps 40% Jan, 2024) 11

  12. Slide 12: Slide 12

  13. Slide 13: CPO for AI

    CPO : AI CPO : (Source: Ayar Labs) CPO ( ) 13

  14. Slide 14: CPO/Transceiver Optical Interface

    CPO/Transceiver CPO Transceiver Optical Interface Optical Interface 14

  15. Slide 15: CPO/Transceiver

    CPO/Transceiver (1). 800G DR8 2XFR4 Fiber Harness (2). CPO Optical I/O (ELS) (3). OSFP OSA (PIC 15

  16. Slide 16: CPO/LPO/Transceiver

    CPO/LPO/Transceiver 16

  17. Slide 17: AI 400G/800G (Fiber Harness)

    : AI / AI 400G/800G (Fiber Harness) (SR-) (DR-)/(FR-) AI 400G/800G Jumper/Cable / (MM) (SM) PON/FTTH 10G PON WDM Branch ( 1x64) ( 1X8+Tap) CATV (MSO) HFC DOCSIS 4.0 10Gbps WDM /Branch DWDM 17

  18. Slide 18: AI product and development outlook

    112 AI/ : AI 400G/800G Jumper/Cable / Q3 Q4 (MM) (SM) : BRANCH ( 1X8+Tap) BEAD WDM 113 BEAD WDM Branch WDM/Branch CPO/Transceiver CPO Optical I/O (ELS) OSFP OSA (PIC 18

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