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SLIDE 1 La parola del momento è IoT - Come scegliere fra gli standard Filippo Mursia Telit RSD Italy&Balkans 16 th May, 2017

La parola del momento è IoT - Come scegliere fra gli … Cellular M2M Connections by region Region Connections 2014 2015 2016 2017 2018 2019 2020 2021 CAGR 16-21 North America (Millions)

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La parola del momento è IoT - Come

scegliere fra gli standard

Filippo Mursia

Telit RSD Italy&Balkans

16th May, 2017

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"We stand on the brink of a technological revolution that will fundamentally alter the way we live, work, and relate to one another.

In its scale, scope, and complexity, the transformation will be unlike anything humankind has experienced before.“

Klaus Schwab, founder and chairman of the World Economic Forum - Davos 2016

The Internet of Things

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Telit- Global footprint

4Company Owne d

Protocol Stacks

7000Customers Worldwide

15Ye ars Expe rience in IoT

+4500Total M an-Years of

Re se arch & De v elopme nt

10Major Acquisitions

in 6 Years

21Language Spoken

among our Employees

1070Employees Worldwide

+400Product Ce rtif ications

Worldwide

ISO/TS16949Compliant for M anufacturing, R&D and

Support Functions Worldwide

182M odule Type s

27Nationalit ies Among

our Employe e s

10Top 10 customers comprise

only 35% of the revenues

Top

11R&D centers with over 500

engineers

36sales offices & 78 exclusive

distributors, covering 80

countries around the globe

350including distributors

Sales force of about

5Outsourced EMSs

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IoTPLATFORMS

IoTCONNECTIVITY

Things

Apps Enterprise Systems

IoTMODULES

TELIT IoT PRODUCTS TELIT IoT SERVICES

Enabling the Internet of Things

Products and Services for end-to-end IoT solutions

IoTKNOW- HOW

TELIT CONSULTING

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The industry’s broadest portfolio of wireless IoT Modules

CELLULAR4G, LTE, 3G and 2G

POSITIONINGGPS and GNSS

SHORT-RANGEWi-Fi, BLE, ZigBee and Sigfox

AUTOMOTIVE DATACARDS

IoT MODULES

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Technology choices for wireless IoT

Licensed Cellular

2G, 3G, 4G

5G in the future

Cellular LPWA• EC-GPRS• LTE Cat M1

• LTE Cat NB1 (aka NB IoT)

Unlicensed Short

Range

BLE

WiFiZigBeeThread

ANT+EnOcean…and more

Unlicensed LPWA

LoRa

SigfoxIngenu…and more

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How long 2G and 3G will be available?

Which cellular technology should I recommend today?

How will evolve the LTE?

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Evolution of mobile technology by generation

Historically, cellular technolgies have shown approximately

20-years from launch to peak penetration, with around

10 years between the launch of new technology.

Today

Source: GSMA

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Evolution of LTE: from launch to peak level, cont’d

In reality, the adoption of LTE is faster than its predecessor technologies, with 591 commercially launched LTE or LTE-Advanced

networks in 189 countries

That said, we expect to see LTE connections peak before 2030.

Source: GSMA

Mobile

connections

regardless

the segment

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GSM/GPRS Cellular M2M Connections by region

Source: ABI

Region Connections 2014 2015 2016 2017 2018 2019 2020 2021

CAGR

16-21

North America (Millions) 14,07 14,86 14,62 15,17 14,86 13,43 11,69 10,19 -1%

United States (Millions) 12,67 13,28 13,08 13,57 13,23 11,93 10,41 9,07 -1%

Canada (Millions) 1,40 1,59 1,54 1,60 1,62 1,50 1,29 1,12 1%

Europe (Millions) 49,48 55,80 62,82 72,04 82,90 94,03 106,11 120,48 14%

Asia-Pacific (Millions) 30,85 39,93 49,92 60,52 71,74 82,26 94,51 111,53 22%

Latin America (Millions) 18,03 19,58 20,29 21,24 22,03 22,61 23,35 24,68 5%

Middle East & Africa (Millions) 6,58 7,14 7,64 8,20 8,88 9,76 10,88 12,39 8%

Total (Millions) 119,00 137,32 155,29 177,16 200,41 222,09 246,55 279,27 13%

North America: peak in 2017, then negative trend in GSM connections, due to

phase out of 2G.

EU+APAC: Still good traction of 2G, thanks to the good coverage and lower ASP

compared to 3G/4G.

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WCDMA Cellular M2M Connections by region

Region Connections 2014 2015 2016 2017 2018 2019 2020 2021

CAGR

16-21

North America (Millions) 15,12 24,05 30,14 34,93 36,86 34,27 32,27 30,91 1%

United States (Millions) 13,89 22,18 27,85 32,32 34,11 31,62 29,69 28,45 0%

Canada (Millions) 1,24 1,87 2,29 2,61 2,76 2,65 2,59 2,46 1%

Europe (Millions) 6,46 9,41 13,62 19,74 27,94 37,90 50,40 65,80 37%

Asia-Pacific (Millions) 5,41 8,48 12,75 19,23 28,36 40,75 57,36 82,53 45%

Latin America (Millions) 1,72 2,28 2,92 3,56 4,49 5,69 8,31 9,62 27%

Middle East & Africa (Millions) 0,74 1,17 1,55 1,83 2,41 3,17 4,44 5,56 29%

Total (Millions) 29,46 45,39 60,98 79,30 100,07 121,78 152,80 194,41 26%

North America: flat CAGR 16-21 in WCDMA connections, due to the strong

push of LTE cat 1 and then Cat M1/NB1 by the carriers. Peak in 2018, then

down.

Rest of the World: Still high traction of WCDMA, due the slower deployments

of LTE, limited coverage and higher ASP compared to 2G.Source: ABI

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• USAdefinitely M1No yet clear plan for NB1

• Even if not advertised, all MNOs will support M1

• Vodafone, DTAG, Telefonicathe big guys in EU involved in NB1

↗Different plans are coming mainly from those with an alternative strategy

already announced (i.e.: LoRa for Orange or Swisscom)

LPWA market with LTE-Advanced Pro:

MNOs choices and priorities

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Your takeaway

↗GSM still represents a relevant volume of connections in Europe and APAC for the coming 5-6 years.

↗WCDMA still represent a relevant volume of connections in all the regions, but NA, for the coming 5-6 years.

↗As of today, GSM but also WCDMA still offer good coverage in Europe.

↗GSM and WCDMA can be still offered whenever there is no real need of long lifetime (10+ years).

↗In all the other cases, 4G Cat 1, Cat M1 or NB1 can be offered, depending on the use case and lifetime required…

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xE910 FamilyFlagship Family

28 mm

28 mm

SAME FOOTPRINT SAME INTERFACES

SAME AT COMMAND SET

GPRS

CDMA

EVDO HSPA

HSPA+

LTE Cat.4LTE Cat.1

LTE Cat.M1

NB-IoTLTE Cat.NB1

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xE866 FamilySmallest in Telit portfolio

↗Nested design approach (pin-to-pin compatibility)

↗Single Form Factor for LPWAN, WLAN, and WPAN

HSPAGPRS / NB-IoT / LoRa / Wi-Fi LTE CAT 1 / M1

15 x 19 mm – 49 pads

GE866 / NE866 / RE866 / WE866

15 x 25 mm – 77 pads

UE866

15 x 25 mm – 84 pads

LE866 / ME866

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NE866B1 InteroperabilityKey achievements and network status

↗ Successful data call against Huawei test infra in UK

↗ Successful data call against Vodafone live network in Spain

the module is allowed to proceed with demos/trials!

↗ At present, Vodafone has no formal certification testing for NB-IoT modules beyond that.

Most likely they will require GCF certification, but not for demos/trials.

↗ Almost completed interoperability testing Neul/HiSilicon against Ericsson and Nokia.

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EMEA DISTRIBUTOR SALES CONFERENCE 2017

LoRa Coverage

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RE866: LoRa and Bluetooth Low Energy Platform

↗ RE866 platform is supporting both Unlicensed Low Power Wide Area Networks (LPWAN) LoRa®

standard, Bluetooth® Low Energy with NFC capabilities within 863-931MHz band.

↗ RE866 platform can support different BLE scenarios:

↗ Peripheral BLE roles for remote data management, installation or firmware upgrade

↗Central BLE roles as natural bridge between BLE sensors devices connected to the module

acting as a gateway sending data's to the LoRa® network (up to 15 Kms away).

↗ Pin To Pin compatible with NE866 (NB1) module allowing customer to move from Licensed to

unlicensed standard.

↗ Fully interoperable with all LoRa gateways such as Kerlink/Multitech

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EMEA DISTRIBUTOR SALES CONFERENCE 2017

RE866: User Case 1

HTTP/TR50 API

Dashboard

IoT PLATFORM

Enterprise Gateway

• SAP

• IBM

• Oracle

• SQL

• Microsoft

• Web Service

• Etc…

Data at Rest

LoRa BS

LoRa+BLE

Peripheral/Central

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Wi-Fi IoT Module Families

Price

Featu

res

GS2200M

GS2101M

• Battery / line powered

• Size constrained

• Line powered

• Cost sensitive

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Telit portfolio per technology

GPS GNSS

Timing Dead

Reckoning

SE873

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2G, 3G & 4G LTE

Custom plans for data,

SMS and voice on tier-one

networks

Simple terms

One agreement with

predictable pricing, no hidden

fees or roaming charges

24/7 Support

Dedicated IoT experts and

account team

Secure

Multi-layer security

& VPN connections

Improve performance

and manage cost

IoT SIM cards & custom data plans enable roaming across different

regions & networks around the world

IoT CONNECTIVITY

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Software platforms and cloud-based services

deviceWISE for MNOs

A turnkey IoT platform for mobile network operators

deviceWISE for Factory

Enterprise-grade industrial automation platform

secureWISEfor Semiconductor

Secure remote access to semiconductor equipment

IoTPORTAL

A cloud-based IoT subscription service

Powered by

IoT PLATFORM

INDUSTRIAL IoT / INDUSTRIE 4.0

IoT PLATFORMS

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Industrie 4.0 – controlled access to the Cloud

Enabling the Industrial Internet of Things

Enterprise Systems

MSMQ

Manufacturing Assets

Rockwell

Siemens

Atlas Copco

Mitsubishi

Legacy PLCsRobot

RFID Readers

Atlas Copco

Beckhoff

Siemens 1500

OMRON

client insideclient inside

client inside

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We are the only Gap- free offering of IoT end to end solution,

hardware-connectivity-platform and know how

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For any additional information you can

contact Melchioni at

[email protected]