r&s 10 juin 2015 sequans ambroise

Sequans: 4G for IoT

© Copyright 2015. Sequans Communications

June 2015

Sequans: A Decade of 4G Leadership

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FOCUS More than a decade optimizing only 4G solutions

EXPERTISE Tens of millions of units shipped across six generations


* Cisco, Ericsson

The Internet of Things 50 billion connected devices by 2020*

3 © Copyright 2015. Sequans Communications

PAN and LAN for IoT

Benefits Low-power Readily available No need for licensed spectrum Low cost

Limitations Short-range only Need smartphone or hub to connect No guaranteed QoS

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Zigbee Bluetooth Wi-Fi

Application focus Monitoring & control

Cable replacement

Web, video, email

Battery life (days) 100-1000+ 1-7 1-5

Bandwidth (kbps) 20-250 720 1000s+

Range (meters) 1-75+ 1-10+ 1-100

Key attributes Reliable, low power, cost effective

Cost effective, convenient

Speed, flexibility


Wide-area Cellular for IoT Many IoT and M2M applications benefit from wide-area cellular connectivity

Geographic coverage Managed access Licensed spectrum Mobility Security

QoS Spectral efficiency Reliability Low latency Acceptable throughput


Connectivity Needs for Various IoT Devices

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Uplink / Downlink

Throughput Need

Low-power Need

Low-latency Need

Asset tracking devices UP -- ++ -

Metering UP -- ++ -

Industrial routers UP/DOWN + -- +

Portable Video UP ++ ++ ++

Gaming devices UP/DOWN ++ + ++

Tablets UP/DOWN +++ + ++

Each application has its own needs Cellular IoT technology must be versatile!


Cellular IoT Connectivity Options

3GPP/3GPP2 2G: GPRS, EDGE, 1x RTT 3G: WCDMA, EV-DO 4G LTE: CAT4, CAT1 GERAN Rel-13* LTE-M / MTC

CAT0 (Rel 12) CAT-M (Rel 13)

LPWA** technologies Lora Sigfox Weightless-N

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* Standard under definition.

** Low-power wide area. © Copyright 2015. Sequans Communications

The Case for LTE in IoT

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Longevity

Global Ecosystem

Spectral Efficiency

Low OpEx

Performance

Low-latency

All-IP scalability

Source: GSA

390+ Networks in 130+ countries

2200+ Devices from 180+ vendors

3GPP has defined LTE “Category 1” and “Category 0” especially to address the unique demands of the IoT market


LTE: Already More Affordable Than you Think – and Getting Better

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Costs represent comparative volume pricing for full single-mode LTE module, without IPR. Actual pricing varies based on module supplier, specifications, RF band count and other factors.


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NOTES: • Left edge of arrow represents approximate timing of 3GPP release spec freeze

represents estimated initial deployments of devices and networks

* Sequans estimates

Pre 2013

2013 2014 2015 2016 2017 2018

Timing of 3GPP LTE Releases and UE Categories for IoT

3GPP R8: UE CAT1

3GPP R12: UE CAT0

3GPP R13: UE “LTE-M/CAT-M”

Sequans Calliope CAT1 chipset available


Example Use Cases

Smart Meter Needs

Send small bursts of data on the uplink Strong security Low-power (especially water and gas) Long life cycle

Advantages of LTE CAT1/0 Leverage existing coverage of LTE Low-cost, secure solution Native-IPv6 and extended sleep modes in the standard

Fitness Band Needs

Always-on connectivity Low-bandwidth, uplink mostly Low-power

Advantages of LTE CAT0 No need to tether to and carry a smartphone Immediate upload to cloud Low-power implementation

Main drawback of BTLE is need to carry smartphone



Available Sequans-Powered Devices

Home & Portable Router Mobile Computing

M2M & IoT

Best Buy Insignia™ Flex 8” Tablet

Gemtek ODU

Gemtek IDU

ZMTel IDU

Netcomm ODU

Verizon Ellipsis™ Jetpack® MHS800L

Devices have not been announced

KZ Broadband IDU

Colibri CAT4 Calliope CAT1

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Home/Mobile Routers

•Expanding to more carriers as LTE coverage is extended

• More capabilities such as VoLTE for new types of devices

Mobile Computing

• Mid-range tablets/notebooks

• 4G connectivity for small premium to WiFi only

• More carriers offering new services such as LTE broadcast

M2M/IoT

• More devices connected to LTE network as operators shut down 2G

• New devices/applications – e.g. wearables for health monitoring

• Potential for billions of units in the next 5-10 years

Capitalizing on Lasting Trends

© Copyright 2015 Sequans Communications


Evolving Market Dynamics Inflection point expected in 2016

4G is both disruptive and technically challenging • 4G standard evolving rapidly • Diversity of devices/applications

requires optimized solutions

Segments are maturing at different rates • Home/portable routers well-

established and growing • Mobile computing is visible and

highly competitive market • M2M/IoT is nascent but offers most

growth potential – has unique technical requirements

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Innovative “Portfolio” Strategy Better performance/lower cost vs. all-purpose multi-mode/legacy solutions

Home/Mobile Routers; Public Safety Tablets; Accessories; Wearables; Metering

Ultra-high performance; advanced features Ultra-low power; long battery life, low cost

Max 450 Mpbs LTE-A, 3 CA

Max 300 Mpbs LTE-A , 2 CA

Max 150 Mpbs LTE optimized

Max 150 Mpbs < 3G+ solution cost

Max 10 Mpbs < 3G solution cost

Max 1 Mpbs ~2G solution cost

Lower cost vs. comparable multi-mode solution; optimized for specific device application

Better performance vs. legacy cellular solution; optimized for all-IP, future-proof 4G network


LTE is Ready to Fuel the IoT Explosion Sequans is leading this trend

IoT is real, big and now Cellular connectivity plays a key role LTE is a smart choice – and getting better all the time Sequans has the industry’s most IoT-optimized LTE chipsets


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