The document discusses connected devices and Sequans, a leading 4G semiconductor company. Sequans provides 4G chipsets for WiMAX and LTE devices worldwide, shipping over 10 million chips to date. They have operations in Paris and other locations. The market for 4G devices is growing rapidly, especially in the US as carriers like Verizon and AT&T deploy LTE networks. Several high-end LTE phones and tablets are already available, though prices remain high and battery life low currently. The document analyzes the potential for 4G connectivity in various device types like tablets, eReaders, M2M, and gaming.

1. Connected Devices
Digiworld Summit 2011: Montpellier- Nov 16-17 2011
Ambroise Popper – Director Strategic Marketing 4G Semiconductor Innovation

2. About Sequans
A leading fabless 4G semiconductor vendor serving WiMAX and LTE device markets
Sequans
worldwide. Shipped over 10 Million chipsets to date, >1Mu/month as of Q2’11.
Venture capital-backed operations began in 2004. IPO launched April 15, 2011 on NYSE:
History
SQNS
Headquarters Paris, France
HQ and main R&D in Paris; R&D centers in UK, Israel, Ukraine, employees in 11 countries
Global
Operations, sales, support in China, Taiwan, Japan, India, Korea, Singapore, Hong
Presence Kong, Israel, US
4G (WiMAX and LTE) SoC (baseband + RF) solutions for handsets, embedded and external
Technology
modems, CPE. 4G ‘slim modem’ architecture focuses delivers low cost, low power, fast TTM.
Market 4G device TAM expected to exceed 250Mu in 2014 (ABI Research)
Opportunity Sequans no. 1 in 4G WiMAX smart phones today, estimated overall 35% market share in 2010
and Position Provides one of the earliest available and most advanced TDD LTE solutions
Deployed in top WiMAX networks; Sprint, KDDI, KT, Yota, BSNL, Tata, PacketOne, UQC, …
Operator and
Key customers: HTC, Huawei, ZTE, Gemtek, Zyxel, Quanta, Accton, Aviat, Alvarion, Sagemcom
Ecosystem
LTE chips targeting trials at China Mobile, Reliance, Airtel, Softbank, Clearwire, NBN…
Acceptance IOT Partnerships with: Ericsson, Huawei, ZTE, Alcatel Lucent, Nokia-Siemens Networks
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3. Leading 4G portable devices
Powered by Sequans
4G Powered by
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4. LTE: a rapidly growing market
US driving rapid adoption of LTE
• China starting large scale
trials
• 6 major cities
• Verizon deploying aggressively • Testing dual-mode TD-
• Already covers 160M POP SCDMA/TD-LTE products
• 5 High-end Android devices launched • Moving to commercial
• AT&T following deployment by 2013
• Network launched mid-2011
• Objective: 70M POP by end 2011
• Sprint to deploy starting mid-2012
• Objective: 123M POP by end 2012
• High-end handsets & tablets already available
• HTC, Motorola, Samsung, LG, etc….
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5. Available LTE handsets/tablets (US market)
HTC Jetstream
Samsung Craft
HTC Thunderbolt Motorola Droid Bionic
USBConnect
Momentum 4G Elevate 4G
LG Revolution
Samsung Droid Charge
Samsung Stratosphere Motorola XOOM 4G Already several high-end devices available
Still suffering from high-price, low battery
life, limited supplier source
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6. Which 4G connected devices?
Tablets
eReaders
Disappointing sales of 3G-
enabled tablets vs. WiFi- Unclear demand for 3G-
tablets enabled eReaders
Still interesting potential 4G connectivity probably
for 4G not required short-term
M2M
Gaming
Very interesting market for 2G
mostly Mostly WiFi connectivity
Drivers for 4G M2M would be today
high-bandwidth applications 4G could be interesting
(digital signage, in-car potential thanks to low-
infotainment) latency