Page 1 Page 2 EMnify Snapshot
Cellular Cloud Connectivity
>10m SIM 100 Employees >1200 Customers 30% R&D in 70 countries
SaaS Germany, PaaS Philippines
Founded 2014
Page 3 3 Cellular Connectivity Anywhere In The World (2G, 3G, 4G, LTE-M, NB-IoT, 5G)
180 countries 540 networks
55 (31) countries LTE-M 4 countries NB-IoT 1 country 5G
Page 4 Our Customers – IoT Solutions
Smart Home Smart City Health Retail Agriculture
Alarm & Surveillance Parking Meter Fall Detection Inventory Mgmt Crop yield & storage Pest Control Traffic Control Health Monitoring Payment (PoS) Soil/nutrient Smart Metering Waste Management Remote Diagnosis Digital store Fences mon. Leak Detection Public Safety Medication Mgmt Customer Satisfaction Livestock surveillance
Asset Mmgmt Manufacturing Transportation Environment
Fleet Mgmt Air/water quality Stock inventory Mgmt Vehicle Diagnostics Animal tracking Noise Radiation Predictive Maintenance Connected Car Container tracking Flooding Safety Monitoring Rail monitoring Good temperature Solar & Air Energy Machine monitoring Art & Relic Preservation • B2B2B and B2C • Selling Connectivity as part of their services
Page 5 David Wei Quectel Product Director
Build a Smarter World
Page 6 Quectel profile LPWA general introduction LPWA Network status and vertical market
www.quectel.comPage 7 About Quectel
• Founded in October 2010 • 5 R&D Centers globally: Shanghai, Hefei, Foshan, Belgrade and Vancouver • Listed on the Shanghai Stock Exchange: Stock Code: 603236.SS • 50+ sales offices, 90+ distributors and 2000+ employees worldwide • Monthly production capacity over 15 Mpcs • More than 5500 customers worldwide
Page 8 Quectel Key Figures
Quectel Shipment Growth (Mpcs) Quectel Revenue Growth (M US$)
700 90 592 80 60% 600 53% 70 76.2 500 60 387 32% 400 50 52% 47.8 254 40 300 36.2 30 200 20 82.6 15.7 100 27.6 46.7 10 9.9 5.3 0 0 2014 2015 2016 2017 2018 2019 2014 2015 2016 2017 2018 2019
Page 9 Quectel growing Records
Among all cellular module vendors worldwide:
No.1 in shipments but No.1 in both shipment Win 24% market share till No.2 in Revenue in 2018 and revenue in 2019 H1 2020, Widen the gap to No. 2 who is about 13.4%. (Source: H1- 2020 reports, Insights)
Page 10 Product Overview Today’s topic 2G 3G LTE LTE-A LPWA 5G
M95 UC200T Cat 1 Series Cat 4 Series Cat 6 Series Cat 16 Series Cat M/ NB/ NB-IoT Sub 6 Series M66 UG96 EC21 Series EC25 Series EG06/ EP06/ EM160R-GL 2G/ GNSS BC66 RG500Q MC60 EG91 Series EG95 Series EM06 BG96 BC65 RG502Q MC90 EG21-G Series EG25-G Series Cat 18 Series BG95 BC66-NA RM500Q EM05 Cat 12 Series EG18 BG77 BC92 RM502Q EG12/ EM12 BG600L-M3 BC95-G EM120R-GL BC68 mmWave Series BC660K RM510Q
Automotive Modules Smart Modules GNSS Wi-Fi Antenna
LTE Series 5G C-V2X SC20 L26/L26-LB L80 FC20/FC21 5G/4G/3G/2G FPC AG35 AG550Q AG15 SC200R L26-DR/ L26-T/ L80-R FC30R/FC31R Rubber Duck YF001/ YF002 AG520R AG551Q SC600Y L26-P L86 FG50V/FG50K YE001/ YE002 AG521R AG552Q AP Module SC600T L70 L89 YE003/ YE004 GNSS AG553Q AG215S SC66 L70-R L96 AF20 YE005 YG001 L70-RL LC79D AF50T PCB YG002 L76 LG69T YP001/ YP002 YG003 L76-L/L76-LB YG004
Page 11 Quectel profile LPWA general introduction LPWA Network status and vertical market
www.quectel.comPage 12 What’s LPWA?
Better Low Cost Coverage Low power Wide Area
2 major cellular technologies: Low Power Consumption Massive • NB-IoT Connection • Cat M
Mobility VoLTE via Cat M
Note: VoLTE is supported on LTE Cat M1 only.
Page 13 NB-IoT Advantage – Extended Coverage
The target for the IoT connectivity link budget is an enhancement of 20dB. This coverage enhancement would typically be equivalent to the signal penetrating a wall or floor, enabling deeper indoor coverage. ▪ Repetition/Retransmission: 6dB~16dB ▪ Uplink PSD Increased by 17dB
Typical Case 2G Solution
PSD = 200mW/180KHz 180KHz IoT Device: 200mw
NB-IoT Solution
Data Package: PSD = e.g. 100 bytes 200mW/3.75KHz
3.75KHz
NOTE: The max Tx power of a GSM terminal can reach 33dBm and that of NB-IoT is about 23dBm, therefore the PSD of NB-IoT is 7dB more than GSM.
PSD: Power Spectral Density
Page 14 NB-IoT Advantage – Low Power Consumption
The industry aims to achieve a minimum of 10 years of battery operation for simple daily connectivity with a small amount of data exchanged.
Connected State ▪ PSM (Power Saving Mode) and eDRX (Extended Discontinuous Reception) Paging UE are the key technologies to extend the battery life in NB-IoT. Power PSM a) The terminal in PSM is still attached with network but the signals of eNB can not reach Time Up to 310 hours MO Data/ until it wakes up automatically. The deep sleep mode substantially reduces power Idle State TAU Period (Active Timer) consumption. b) eDRX is a new feature released in 3GPP Rel. 13, which extends the sleep cycle of the Power Saving Mode in 3GPP Release 12 terminal in idle mode to reduce the unnecessary start-up of the Rx units. It improves the reachability of downlink greatly compared with PSM.
UE periodically listens for paging channel eDRX Period ▪ Simplified protocol DRX Period within the PTW to TAU: Tracking Area Update （20.48s~2.92h） confirm whether there UE: User Equipment UE is downlink data. ▪ Low power consumption Power Rx: Receive ▪ High PA efficiency Time Tx: Transmit Paging Time ▪ Short Tx/Rx time Window Extended DRX
Page 15 NB-IoT Advantage – Massive Connectivity
It is ideal to have about 50,000 devices per cell; this is possible assuming that the household density is 1500 households per square kilometer, and there are 40 devices in every household.
Typical Model Special System Design for Massive Links
Narrowband Technology 15 min. ~ 1 day Uplink equivalent power: 36 channels * 23dBm > 100 bytes Decrease Signal Interaction Optimize the efficiency of frequency spectrum
Nodes Optimization About 50,000 Devices per Cell Independent congestion control Save terminal context
Core Net Optimization Delay-tolerant Save registered information Download data cache
Page 16 NB-IoT Advantage – Low Cost
Low Deployment Cost Low Device Cost Reusing LTE for NB-IoT takes advantage of ▪ Half duplex (HD) operation existing technology as well as the installed ▪ Single receiving antenna system base. It is possible to reuse the same ▪ Decreased peak rate hardware and share spectrum by making NB- ▪ Reduced device bandwidth: as low as IoT compatible with LTE, without running into 180kHz in downlink and uplink coexistence. ▪ Lessened memory requirements (500kByte)
MMMB: Multiple Mode Multiple Band BB: Base Band MB: Multiple Band PMU: Power Management Unit PA: Power Amplifier
Cat 4 Cat 0 Cat NB1/NB2 (NB-IoT)
Page 17 Global Cellular IoT Connections Keep Growing
Million Units 3500 Global cellular IoT device shipment forecast, by technology (2017–2023) Source : Berg Insight
3000
2500
2000
1500
1000
500
0 2017 2018 2019 2020 2021 2022 2023 GSM/GPRS/EDGE CDMA/EVDO WCDMA/HSPA LTE CAT-3+ LTE CAT-1 LTE-M NB-IoT NR (5G)
Page 18 2G LPWA LPWA Evolvement
We are here now ! R13 R14 R15 R16 Before R13: 1. Data rate Enh. (NB2) Pre condition: Legacy UL:158kbps typical NB-IoT: can’t support bandwidth more than 1: Connect to DL:125kbps typical 200KHz; GPRS;LoRa;Sigfox; 1. New Requirement 5G core 2. Positioning TDD internet, R13:NB-IoT OTDOA Small cell eMMB; 1. Ultra Low complexity 3. Mobility Enh. UE differentiation. 200KHz BW, HD-FDD, Data forwarding in 2. Improved latency: Early data transmission(EDT) during 2: NB-IOT and Single Rx: RLF scenario. access(RACH): <1000bits eMTC will DL: 21.25kbps;UL: Reduce System acquisition time: more SIB1 evolve to 62.5(MT);15.6(ST) repetitions No connected mobility. 3. Improved Power Consumption: mMTC, 5G IOT 2. Low Power Consumption Wake-up signal(WUS) technology. eDRX;PSM quick release: after HARQ ACK sent. 3. Coverage Enhancement: Relaxed monitor for Cell Reseleciton: RSRP thresthold with 24 hours. 20dB(164dB） 4. Improved RSRP measurement accuracy Higher PSD(3.75KHz) NSSS used to measure RSRP Repetition; 5. Improved NPRACH reliability and range 4. Three Deployments: enh.(100km in theory) inband/guardband/stan 6. Improved standalone operation mode Anchor + non-anchor flexible combination. dalone. 7. Improved load control for idle UEs: CE-level-based AC barring
Page 19 Quectel profile LPWA general introduction LPWA Network status and vertical market
www.quectel.comPage 20 LPWA Network Deployment (Based on GSMA Data up to Sep. 1, 2020)
NB-IoT Cat M
Cat M
Page 21 NB-IoT Deployment (1) (Based on GSMA Data up to Sep, 2020)
NB-IoT = 111 Country/Region Operator Bands Country/Region Operator Bands Country/Region Operator Bands Argentina Claro 4, 28 China China Unicom 3, 8 Germany Telefónica 8, 20 Argentina Movistar 4, 28 China(Hong Kong) 3 8 Germany T-Mobile 8, 20 Australia Telstra 28 China(Hong Kong) China Mobile 3 Germany Vodafone 20 Australia Vodafone 5, 8, 28 China(Hong Kong) SmarTone 8 Germany Deutsche Telekom 8/20 Australia Optus / China(Taiwan) APTG 8 Greece Vodafone 20 Austria A1 20 China(Taiwan) Chunghwa 8 Greece T-Mobile (Cosmote) 20 Austria T-Mobile 8 China(Taiwan) FarEasTone 28 Hungary T-Mobile 20 Bangladesh Grameenphone 3, 8 (TBC) China(Taiwan) Taiwan Mobile 3, 28 Hungary Vodafone 20 Belarus A1 / Colombia Claro 5 India Reliance Jio 3, 5 Belarus Velcom 8 Colombia Movistar 5 Indonesia Telkomsel 8 Belgium BASE (Telenet) 3, 20 Croatia A1 20 Indonesia XL Axiata 8 Belgium Proximus 20 Croatia T-Mobile (DT) 8, 20 Ireland Vodafone 20 Belgium Orange 3,20 Czech Vodafone 8, 20 Italy Vodafone 20 Brazil Claro 3, 28 Denmark Telenor 20 Italy Telecom Italia/TIM 20 Brazil Vivo 3, 28 Denmark Telia 20, 8 Japan SoftBank 1, 8 Brazil Telecom Italia/TIM 28 Denmark TDC 20 Kazakstan KCELL / Canada Rogers 4, 5, 12 Estonia Telia 20 Latvia Bite 20 Chile Claro 28 Estonia Elisa 20 Latvia LMT 20 Chile Movistar 28 Finland Telia 20 Latvia Tele2 20 Chile Entel 28 Finland DNA 20, 3 Malaysia (6 Cities) Maxis 3 China China Mobile 8 Finland Elisa 20, 3 Malta Vodafone / China China Telecom 5 France SFR 20 Mexico ALTAN 28
Page 22 NB-IoT Deployment (2) (Based on GSMA Data up to Sep, 2020)
NB-IoT = 111 Country/Region Operator Bands Country/Region Operator Bands Country/Region Operator Bands Mexico AT&T 5 Slovakia T-Mobile (Slovakia Telecom) 20 USA T-Mobile 2, 4, 12, 66, 71, 85 Mexico Telcel 5 South Africa Vodafone/ Vodacom 8 USA Verizon 13 Netherlands T-Mobile (DT) 20 South Korea KT 3 Netherlands Vodafone 20 South Korea LGU+ 5 New Zealand Vodafone 28 Spain Telefónica 20 Norway Telenor 8, 20 Spain Vodafone 8, 20 Norway Telia 20 Spain Orange 20 Peru Claro 28 Sri Lanka Dialog Axiata 3, 8 Peru Movistar 28 Sri Lanka Mobitel 3,8 Poland T-Mobile (DT) 20 Sweden Telia 20 Portugal Altice 20 Switzerland Swisscom 20 Portugal Vodafone 8, 20 Thailand AIS 8 Portugal NOS 3,20 Thailand TRUE 8 Romania Vodafone 20 Turkey Turkcell 20 Russia MegaFon 20, 8, 3 Turkey Vodafone 8, 20 Russia MTS 3 UAE DU 20 Saudi Arabia Zain 3 UAE Etisalat 20 Saudi Arabia Mobily 20 Ukraine Kyvistar 3 Saudi Arabia STC 12 Ukraine Vodafone 3 Singapore M1 8 United Kingdom Vodafone 20 Singapore StarHub 3, 8 Uruguay Antel 3,28 Singapore Singtel 8 USA AT&T 2, 4, 12
Page 23 LTE-M Deployment (Based on GSMA Data up to Sep, 2020)
LTE-M = 58 Country/Region Operator Bands Country/Region Operator Bands Country/Region Operator Bands Argentina Claro 28 Japan KDDI 18, 26 South Korea SKT 3, 5 Argentina Movistar 4,28 Japan NTT DOCOMO 1, 19 Spain Orange 3, 20 Argentina Personal 4,28 Japan SoftBank 1, 3, 8 Spain Telefonia 20 Australia Telstra 28 Latvia LMT 20 Sri Lanka Dialog Axiata 8 Belgium Orange 20 Mexico ALTAN 28 Sweden Telenor 20 Brazil Claro 3, 28 Mexico América Móvil 4 Sweden Telia 20 Brazil Vivo 3,28 Mexico AT&T 4 Switzerland Swisscom 20 Canada Bell 12 Mexico Movistar 2 Thailand AIS 3, 8 Canada Rogers 4, 5, 12 Mexico Telcel 4 Turkey Turkcell 3, 20 Canada Telus 2, 4, 5, 12 Netherlands KPN 20 UAE Etisalat 5 Chile Claro 28 Netherlands T-Mobile (DT) 8 UK O2 Telefonica 20 China(Taiwan) APTG 8, 28 Netherlands Vodafone 20 Uruguay Antel 3, 28 China(Taiwan) Chunghwa 3 New Zealand Spark 3, 28 US USCC 2, 4, 5, 12 Colombia Claro 5 New Zealand Vodafone 28 USA AT&T 2, 4, 12 Colombia Movistar 4 Norway Telenor 20 USA Verizon 4, 13 Colombia Telefonica 2 Peru Claro 28 USA Sprint 25 Denmark Telenor 20 Peru Entel 28 Estonia Elisa / Peru Movistar 4 Finland DNA 20, 3 Romania Orange 3 France Orange 20 Singapore SingTel 3, 8 Germany Deutsche Telekom 8/20 South Korea KT 3 Germany Telefónica 20 South Korea LGU+ 5
Page 24 Cat M vs NB-IoT
Cat M NB-IoT • Low Cost • High data rate • Low power consumption • Roaming among different carriers • Better coverage (10 dB better MCL) Pro • Volte for voice call • Match stationary, middle and low mobility scenario. • match high speed mobility scenario (below 150km/h) (below 80km/h) • GNSS is supported by all Cat M modules. • GNSS is not supported by pure NB module.
• Cost high • Low data rate, No voice Con • power consumption is higher than pure NB solution • Long Latency • No roaming currently
• Mobile scenario, like Vehicle tracker, • Stationary scenario, like Water/Gas/heat/Power Meter, Suitable • Applications need certain data rate, like camera Smart Parking, Fire Hydrant, Smoke Detector, Street application monitor, gateway. Lighting, Smart Dustbin, smart home, smart city. • Need emergency call scenarios, like kid watch,bag. • Cost extremely sensitive applications.
Quectel Qualcomm chipset based: BG96, BG95, BG77, BG600 Other chipsets based: BC65, BC66, BC66-NA, BC660K, module etc. BC68, BC95, BC92 etc.
Page 25 LPWA Application Scenarios Cat M NB-IoT Smart Life Public Utilities ▪ Asset Tracking ▪ Water/Gas Metering ▪ Wearable Devices ▪ Smart Parking ▪ Person/Pet Tracking ▪ Fire Hydrant ▪ Smoke Detector Quectel ▪ Street Lighting ▪ Smart Dustbin NB-IoT NB-IoT Industry & Agriculture Quectel Module Smart Home
▪ Gas Detector ▪ Soil PH/Optical Sensor ▪ Intelligent Door Lock ▪ Machine Alarm ▪ Intelligent Control ▪ Irrigation Controller
Page 26 Where is LPWA solution? 8 SKUs, One HW for all scenarios BG95 Series BC660K New ▪ Cat M1/ NB2/ EGPRS/ GNSS ▪ Cat NB2 ▪ Compatible with BG96 ▪ 103 kbps DL/150 kbps UL Maturity, 10M pcs ▪ -M1/-M2/-M3/-M4/-M5/-M6/-N1/-MF ▪ B71/B85 Supported shipment ▪ Global Version ▪ Global Version Smallest size BG96 BG600L-M3 ▪ Cat M1/ NB1/ EGPRS/ GNSS 12.9X14.9X1.7 BG77 ▪ Cat M1/ NB2/ EGPRS/ GNSS ▪ 375 kbps DL/ 375 kbps UL ▪ Cat M1/ NB2/ GNSS Small size for 3 modes Global Version ▪ LGA Package ▪ ▪ Super Compact Size ▪ Compatible With MC60 18.7 × 16.0 ×2.1 ▪ Global Version Global Version CatM&NB ▪
BC65 Best cost efficiency BC92 Best option for NB+2G ▪ Cat NB2 ▪ Cat NB2/ GSM （merger of ▪ NB2: B1*/B3/B5/B8/B20/B28 ▪ NB2: B3/B5/B8/B20/B28 Spreadtrum & RDA） ▪ Max 127 kbps DL/ 158.5 kbps UL ▪ GSM: 850/900/1800/1900MHz ▪ Global Version ▪ Global Version
New • V200 IoT
- First NB module worldwide, • First R15 chip Maturity Hisilicon small BC680V-GL ① 40Mpcs shipment size ▪ 3GPP Rel-14/Rel-15* BC95-G
NB ▪ Cat NB2 (NB-IoT) BC68 ▪ 125 kbps DL/ 150 kbps UL ▪ Cat NB2 (NB-IoT) BC950V-GL ① ▪ Global Version ▪ 125 kbps DL/ 150 kbps UL ▪ 3GPP Rel-14/Rel-15* ▪ Global Version
BC66 Supports T-MO special band ▪ Cat NB1 more certifications BC66-NA ▪ 25.5 kbps DL ▪ Cat NB2 B71/B85 ▪ 62.5 kbps UL ▪ 103 kbps DL/150 kbps UL ▪ Global Version ▪ B71/B85 Supported ▪ Global Version
Page 27 “6 ”Family: BC65/BC66/BC660K/BC68/BC680V-GL
• BC65/BC66/BC66-NA/BC68/BC680V-GL/BC65 are compatible with Quectel 2G module M66
• All BC6X modules share one single hardware footprint.
Page 28 “9” Family: BG95/BG96/BC95-G/BC950V-GL/BC92
• BG95/BG96/BC95-G/BC950V-GL/BC92 are compatible with Quectel 2G/3G/4G modules:2G-M95/ 3G-UG96/4G- EG95/EG91
• All “9” modules share one single footprint.
Page 29 Public Utilities – Smart Metering
By 2024, there will be 1.9+ billion connected meters ①
Quectel Suitable module:
• BC65 • BC66 • BC68 • BC95
• BC92 Nuclear Power Thermal Power Hydraulic Power Plant Plant Plant
Domestic Meters Wind Power Plant Factory Workplace Renewable Energy Ecological Vehicle Photoelectricity
Page 30 ① 2016 Machina report on smart metering Smart Life – LPWA Tracker According to CAICT ① , 10 million automotive wireless terminals were sold in 2019 in China: Suitable module: T-box • BG96 Automotive Tracking 3% 2% 1% T-Box (Connected to the 4% • BG95 Automotive System) OBD OBD/UBI Rearview • BG77 Mirror Smart Rearview Mirror • BG600L 16% T-Box Tracking&Controlling Terminal Vehicle financing 52% (averagely 4–6 trackers are OBD Driving Recorder installed on each vehicle) 22% HUD Navigation Logistics (container, pallet Asset Tracking Others LPWA Tracking box, express box)
Anti-theft (motorbike, shared bike, equipment, other shared products)
Watch, wristband and other wearables Person/Pet Tracking
Person/animal tracking
① Page 31 China Academy of Information and Communication Technology Smart Home Air Purifier Water Heater Smoke Sensor Feature: Non-inductive connection, automation, machine learning
Trend: Smarter, more convenient, safer, more energy-efficient
Fridge Including: White goods, black goods, security, monitors, medical treatment, healthcare, wearables, wireless controllers, etc. Smart Door Lock
Air Conditioner Suitable module: BC65, BC66, BC66-NA, BC660K, BC68, BC95, BC92 Washing Machine
Page 32 Industry & Agriculture – Robotic Lawn Mower
Suitable module: BG96,BG95,BG77, BC65, BC66, BC66-NA, BC660K, BC68, BC95, BC92
Smart Robotic Lawn Mower
(Based on Quectel LPWA module BG96) Wireless Communication Intelligent Cutting Wireless Charging Safe & Eco-friendly 1 Easy Operation with APP 2 Smart Route 3 High-efficiency Cutting 4 Low Noise and Power Consumption
Positioning technology, easy installation Smart algorithm Self charging Lower noise
Page 33 Quectel’s NB-IoT used in the Anti-COVID-19
NB-IoT Smart Door Sensor NB-IoT Smart Smoke Detector NB-IoT Smart Smoke Detector With Quectel BC68 inside (Non-touchable lock) With Quectel BC65 inside The detectors have been used With BC65 inside The smart detectors have been in the PuTian Xiaotangshan used in the Third People’s Hospital, Fujian Province. More than 5000 door sensors Hospital of Shenzhen. based on Quectel’s BC66 have been used during the pandemic
Page 34 The number one cellular module vendor in the world and a leading GNSS module supplier
Unbeatable choice from the broadest module portfolio in the world The highest quality products for the best possible prices Superb support with the largest R&D team in the industry Continuous innovation – first to market with 5G, LPWA, CV2X, snapdragon A passionate, dedicated team of “Quectelers” ensure our customers always come first
Building 5, Shanghai Business Park Phase III (Area B), No.1016 Tianlin Road, Minhang District, Shanghai 200233, China Tel: +86 21 5108 6236 • Email: [email protected] • Technical Support: [email protected]