1. Proprietary and Confidential
PrimeCell
May 13
Live HD & Broadband Access
Over Cellular Networks
Jonathan Friedmann

2. Proprietary and Confidential
The Tablet Revolution
 There are 64 tablet manufacturers today
 Tablets Sales will reach 200 million units in 2014
 50% of tablets sold today are cellular enabled
 Tablets prime target is video
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0
50
100
150
200
250
units (M)
20142013201220112010
Tablets Sales Forecast

3. Proprietary and Confidential
The Post LTE Opportunity – Tablets & HD
 How long before mobile HD video streaming is a consumer
requirement?
 How long before mobile HD video conferencing is a consumer
requirement?
Native LTE will not supply this!
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4. Proprietary and Confidential
Meeting the HD Demand
 Cellular HD video streaming to tablets
 Cellular quality video conference call from one tablet to another
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Supplying high capacity & high reliability access over cellular network
 Enhanced multipath & network fall down immunity
 Low network coverage immunity

5. Proprietary and Confidential
The Solution: Physical Layer Network Aggregation
 A revolutionary SoC that allows:
 Adaptive aggregation of cellular links
 Real time video encoding rate adaptation
 Video application layer to conceal errors
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6. Proprietary and Confidential
The Case For Aggregated Networks SoC
 Tablet market will grow from 59 million units in 2011 to over 330
in 2016
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2014 2015 2016
Tablets 199M 259M 336M
% for TAM 25% 25% 25%
ASP 18$ 16.5$ 15$
TAM $890M $1070M $1260M

7. Proprietary and Confidential
Additional Markets: Cellular PC modems
 ABIresearch: “Cellular modem shipments - led by USB modems and
embedded radio modules - will grow from more than 130 million
units in 2011 to nearly 400 million modems in 2016.”
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2014 2015 2016
Cellular PC
Modems
300M 350M 400M
% for TAM 15% 15% 15%
ASP 18$ 16.5$ 15$
TAM $810M $860M $900M

8. Proprietary and Confidential
The Big Questions
 How to develop a cellular 4G chip for cheap and in a short time?
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 Cooperation agreement with Altair
 Only in a data world
 MVNO
 Is this a viable product without legacy (2nd and 3rd generation)
support?
 Who sells the service (Sim cards) to the end customer?

9. Proprietary and Confidential
PrimeCellMay 13
Thank You

10. Proprietary and Confidential
Addressing the Sales Problem
 Single MVNO with multiple networks
 Apple
 Single network provider selling a multi network solution
 Consumer
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11. Proprietary and Confidential
Tablets Sales
 Approximately 50% of IPads are being sold with 3G enabled
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Numbers are in millions
IPad Other Overall
Q2 10 3.3
Q3 10 4.2
Q4 10 7.3
Q1 11 4.7 1.7 6.4
Q2 11 9.3 4.6 13.9
Q3 11 11.1

12. Proprietary and Confidential
Tablets Forecasts
 Various forecasts vs. actual sales
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Numbers are in millions
Gartner
(Oct 10)
eMarketer
(Dec 10)
HIS iSupply Actual
2010 19 15 15
2011 54 43.6 60 59
2012 103 81 115
2013 154 155
2014 208 180