Browave Corporation · TPEX:3163

Browave — Investor Presentation (2017)

16 slides from Browave's investor presentation, 2017

  1. Slide 1: Browave Corporation investor presentation

    AF BA RAL F IR 4] 106 4-428, @ fi FR RAG + 3163 BGA: Th XB BH #1: 1064099154 B)R/O|w/AlV/E} CORPORATION 1

  2. Slide 2: Outline

    Outline - (Datacom/Telecom) - (Datacom/Telecom) - 106 EPS - - - 2

  3. Slide 3: Datacom

    Datacom 2020 90%. 27% CAGR.(2015~2020) 47%. 53% (Source: Cisco Global Cloud Index; Synergy Research) 43%. 3

  4. Slide 4: Datacom CAPEX

    Datacom CAPEX (US$M) (Source: ICCSZ) Google Plan Microsoft Plan 2017 10% . 4

  5. Slide 5: Datacom

    Datacom ICPs (1). , , , (Source: LIGHTCOUNTING) . (2). ICPs , 2016 5 2017 10 . (3). 100G , 2019 . 100G (4). Hyper Scale 70 Tx/Rx. (5). 2016 ~2020 , 188 , (Source: ICCSZ) 100G 1 5

  6. Slide 6: Telecom CAPEX

    Telecom CAPEX (US$M) (Source: ICCSZ) (1).2016 , 2019 5G CAPEX Plan (2). CAPEX 2016~2018 Ovum 2017 CAPEX 3%. 6

  7. Slide 7: Datacom Hyper Scale

    Datacom Hyper Scale : -> ICM Biz -> ODM Biz -> ICM Biz (1). (2). (3). I-CM Biz 7

  8. Slide 8: Five Unique Points for Browave

    Datacom 4& % mR Be 1. Optical Design & Manufacturing 2, Module Assembly Under One Roof Five Unique Points for Browave 3, Complete Supply Chain 4, Experienced Module CM o Module Assembly Sc Process Developing xv s : F Puzzling Passive Platform TZ ee 2 Pr —_

  9. Slide 9: Telecom FTTH/CATV

    Telecom FTTH/CATV (1). Project Follow Up. (2). “me too” . (1). (Value Model) (2). (Off the shelf solution). (3). Free-Space based platform solution . 9

  10. Slide 10: Telecom Datacom

    B Sy 1b48 BF Rm TELECOM B)R/O|w/AlV/E} CORPORATION #708 Hilt OIN

  11. Slide 11: EPS

    106 EPS 106 NT 1,143.25M NT 212.82M (1). FTTH , . 18% (2). NT 40.75M FTTH 3% . (3). NT 27.32M 2017 Capex Plan. NT 10.46M (4).Datacom 100G EPS NT 0.14 11

  12. Slide 12: FTTX

    (FTTX) , : / BD Band (Source: Point-Topic) 12

  13. Slide 13: NG-PON2

    (NG-PON2) , (1). (CEx) (2). (WM). 13

  14. Slide 14: Datacom 100G modules

    (Datacom) Hyperscale Data Center Tx/Rx Module Interconnect , Passive Optical Puzzling . OIN+ Branch+WDM , Tx/Rx . 100G (m) V SR4 100~300 VCSEL MMF (MM) SWDM 100~300 VCSEL MMF V PSM4 500 DFB SMF/ (SM) V CWDM4 2000 DFB SMF/ 14

  15. Slide 15: 5G mobile network

    5G (5G mobile network) 5G (WDM) , CDWDM (Source: ZTE) 5G 15

  16. Slide 16: Datacom 100G Telecom outlook

    Datacom 100G , , 2017 Telecom , , Datacom , , , Telecom , , . 5G 16

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