Alvarion WiMAX

© Copyright Alvarion Ltd.

The Wild World of Wireless BroadbandThe Wild World of Wireless Broadbandand WiMAX According to Alvarionand WiMAX According to Alvarion

Patrick LearyPatrick LearyAVP MarketingAVP MarketingAlvarion, Inc.Alvarion, Inc.

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ContentsContents

Alvarion at a Glance

Foundation Comment

Market Numbers

WiMAX Vision and Roadmap

WiMAX Customer Examples

Summary

Alvarion at a GlanceAlvarion at a Glance

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At a GlanceAt a Glance

Worldwide leader in wireless accessOver 30% market share of global BWA market Largest installed base - over 2,000,000 unitsdeployed in more than 130 countriesForefront of wireless standards & leadership from 802.11 to 802.16eProviding solutions for extending mobile coverage and specialized CDMA and next generation networks

Local presence in 23 locations: Australia, Brazil, China, Czech Republic, France, Germany, Hong Kong, Ireland, Israel, Japan, Mexico, Nigeria, Philippines, Poland, Romania, Russia, Singapore, South Africa, Spain, UK, Uruguay, USA (California and Florida)

Employees: 900 with around 400 in R&D

Established: 1992

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At a GlanceAt a Glance

Global solutions provider of three metro wireless technologies: wireless broadband, WLL and cellular

Industry consolidatorBreezeCOM+ Floware + InnoWave + interWAVE

Diversified customer base & outstanding partner network including Alcatel, Lucent, Siemens, Nera, and over 200 local partners

Strong financial position3-year revenue CAGR of 30%

Q1/05: revenues of $57.2M

15 consecutive quarters of margin improvement (45%)

Profitable for 6 quarters

Around $127M in cash

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Global Customer BaseGlobal Customer Base

Customers: Local presence in 23 locationsCarriers (incumbent, cellular, alternative) Over 2,000,000 units deployedISPs and regional operators More than 130 countries

OEM Partners:Siemens

Lucent

Alcatel

Nera

Technology Partner:

Intel

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Alvarion Product FamiliesAlvarion Product Families

Alvarion Product Portfolio – Total Coverage

Cellular Residential SOHO MTU SME MBU LE

LMDS 26/28 GHz

10.5 GHz

5GHz

3.5 GHz

US MMDS

2.4 GHz

1.9 GHz

800 MHz

BreezeNET ®

BreezeMAX™

BreezeACCESS®

MGW / eMGW™

WALKair ®

UltraWAVE

Breeze 2000™

Foundation CommentFoundation Comment

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Wireless broadband is the “great equalizer” of broadband technologies. It enables even those without twisted copper, coaxial cable, fiber, or satellite to enter into competition for the broadband dollar. It therefore expands the definition of who can be a carrier.

The Great Equalizer of Broadband Technology

Market NumbersMarket Numbers

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Some Wireless Broadband Market NumbersSome Wireless Broadband Market Numbers

$500M industry globally in 2004, up from $350M in 2003. Alvarion is $200M of this.

Approx. $125M sold BWA hardware sold in North America in 2004. Up from $85M in 2003.

$1.4B in service revenue for operators globally in 2004. (Maravedis, March 2005)

$135M in service revenues in the U.S. in 2004. (Maravedis, March 2005)

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What Type Operators Are Deploying TodayWhat Type Operators Are Deploying Today

Carriers & IOCs - Incumbent Telcos, Cellular Operators, Alternative Carriers, Utilities

Carrier-grade data & voice: Wireless DSL, leased lines, fiber replacement and base station feeding

MunicipalitiesCommunity broadband, leased line replacement, first responder mobility, specialty applications

WISPs Broadband Internet access

EnterprisesBridging, SCADA, special applications (e.g. video surveillance, transportation control systems, ROVs, etc.)

68%

7%

19%

6%

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Market Revenues by FrequencyMarket Revenues by Frequency

Equipment Revenues by Frequency

5GHz24.50%

10.5GHz3.20%

900MHz3.30%

2.3GHz &2.5-2.7GHz12.80%

700MHz0.60% 1.9GHz

5.30%

3.5GHz41.10%

2.4GHz9.30%

Maravedis, March 2005

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Market Pricing Market Pricing –– Base StationsBase Stations

Base Station Shipments

12,000

10,000

8,000

6,000

4,000

2,000

1999 2000 2001 2002 2003 2004

10.3k

4.7k

6281.66k

2.65k

3.8k


Base Station $80,000 $72,000 $64,800 $63,180 $50,000 $30,648(average street price)

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Market Pricing Market Pricing -- CPECPE

CPE Shipments

900,000

800,000

700,000

600,000

500,000

400,000

300,000

200,000

100,000

1999 2000 2001 2002 2003 2004

785k

225k

16k88k

150k187k


Average CPE $1,500 $1,275 $1,148 $975 $878 $537(street price)

WiMAXWiMAX

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Broadband Wireless “Sweet Spot”

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Wireless Networks Will CoexistWireless Networks Will Coexist

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WiMAX is HereWiMAX is Here…….(almost).(almost)

Chips have been announced: Intel, Fujitsu, WavesatLab has been set: Cetecom, SpainProfiles are established: 3.5GHz, 2.5GHz, 5.8GHzProducts have been launched: Alvarion, Redline, Airspan, etc.

Intel’s Ron Resnick, President of the WiMAX Forum, shares a VoIP call over Intel’s new PRO/Wireless 5116 Wireless Broadband Interface embedded in a working BreezeMAX CPE with Dr. Mo Shakouri, Alvarion’s AVP Business Development and WiMAX Forum’s Vice President at the Cetecom’slab in Malaga, Spain on April 13, 2005.

The event marked the 1st

public demonstration of Intel’s chip embedded into a working CPE

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What WiMAX WonWhat WiMAX Won’’t and Will Dot and Will Do

WiMAX…. Won’t deliver 70Mbps in a 30 mile cell NLOS

Won’t repeal the laws of physics and thereby not require an external antenna

Won’t have cheaper fixed modems that cable or DSL

Won’t get your whites whiter and or make your broccoli taste better

But it will…Will provide 10Mbps in a 3km dense urban cell or about a 10km rural cell

Will enable indoor self-install in licensed bands and/or very low frequency versions

Will end up with a “zero cost” CPE when it goes fully metro mobile

Will provide you with more choice and increase your personal and professional productivity

Will foster a means of achieving major OPEX improvements for businesses

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BreezeMAX AdvantagesBreezeMAX Advantages

Expertise in OFDM technologyWorking with OFDM technology for over 5 yearsAlready proven NLOS capabilities

Strategic Relationship with IntelClose collaboration on chip for CPEChosen by Intel as system house to test chipTime-to-market advantage

Differentiation from CompetitorsBreezeMAX platform designed from ground up vs. adapting existing productFlexible architecture to support future enhancementsFirst to market enables valuable field experience

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BreezeMAX Road Map BreezeMAX Road Map Licensed BandsLicensed Bands

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AlvarionAlvarion’’s WiMAX Visions WiMAX Vision

2004 2004

License and License and LicensedLicensed--exempt exempt Spectrum: Spectrum:

2GHz 2GHz –– 6GHz6GHzFixed outdoor Fixed outdoor SubscribersSubscribersNational Operators, National Operators, Competitive Carriers Competitive Carriers and ISPs.and ISPs.Target subscribers:Target subscribers:

-- Residential usersResidential users-- EnterprisesEnterprises

Voice, Data & leasedVoice, Data & leasedline servicesline services

Fixed BWA2006 2006

Licensed spectrumLicensed spectrumFixed , SelfFixed , Self--InstalledInstalled

CPEsCPEs, Portable CPEs, Portable CPEsFixed Network Fixed Network Operators, MobileOperators, MobileNetwork Operators,Network Operators,Competitive CarriersCompetitive Carriers& ISPs& ISPsTarget subscribers:Target subscribers:

-- Residential usersResidential users-- EnterprisesEnterprises-- Business usersBusiness users

Voice & Data Voice & Data servicesservices

Portable BWAPortable BWA

2007 2007

Licensed spectrumLicensed spectrumMobile SubscribersMobile Subscribers

-- PCMCIA cardsPCMCIA cards-- Embedded WiMAX Embedded WiMAX chip (Notebooks, chip (Notebooks, PDAsPDAs) )

Fixed Network Fixed Network Operators, MobileOperators, MobileNetwork Operators &Network Operators &Competitive CarriersCompetitive Carriers

Target subscribers:Target subscribers:-- Residential usersResidential users-- Business usersBusiness users

Voice & Data Voice & Data ServicesServices

Mobile BWAMobile BWA

Product AvailabilityProduct Availability

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BreezeMAX Frequencies Road MapBreezeMAX Frequencies Road Map

Q3/04 Q4/052.5/2.3GHz

Q1/063.6-3.8GHz, FDD5.8GHz, TDD3.5GHz, FDD

2004 2005 2006

…

4/053.3GHz, FDDprototype

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Q1/06Q1/06

High power AUHigh power AU

44thth order diversityorder diversity

OFDMAOFDMA

Self Install CPE Self Install CPE @[email protected]

BreezeMAX 3500BreezeMAX 3500Version 2.5Version 2.5Version 2.5Version 2.5

Q1/05Q1/05

Micro BST platformMicro BST platform

Voice and Data Voice and Data ServicesServices

Voice Gateway Voice Gateway (POTS)(POTS)Networking GW Networking GW

(router + (router + WiFiWiFi AP)AP)

Version 1.5Version 1.5BreezeMAX 3500BreezeMAX 3500

Q3/05Q3/05

CPE based on CPE based on IntelIntel’’s WiMAX Chips WiMAX Chip

Version 2.0Version 2.0

Increased Sector Increased Sector capacitycapacity

Increased Increased scalability (Multi scalability (Multi RF per modem)RF per modem)

BreezeMAX 3500BreezeMAX 3500

8/048/04

BreezeMAX 3500 Road MapBreezeMAX 3500 Road Map


WiMAX PlatformWiMAX Platform

3.5GHz3.5GHz

FDD FDD DuplexingDuplexing

CH BW: 3.5MHz, CH BW: 3.5MHz, 1.75MHz1.75MHz

Macro BSMacro BS

Data services Data services

Outdoor CPEOutdoor CPE

CPECPE

Bas

e St

atio

nB

ase

Stat

ion

Released!

Released!

WiMAX CertificationWiMAX Certification


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Q1/06Q1/06Version 1.0Version 1.0

WiMAX PlatformWiMAX Platform

5GHz(5.8GHz)5GHz(5.8GHz)

TDD TDD DuplexingDuplexing

Micro BSTMicro BST

Data and voice services Data and voice services

CPE based on IntelCPE based on Intel’’s WiMAX Chips WiMAX ChipOutdoor CPEOutdoor CPEVoice GatewayVoice GatewayData Router + Data Router + WiFiWiFi

BreezeMAX Licensed Exempt Road MapBreezeMAX Licensed Exempt Road MapC

PECPE

Q2/06Q2/06

Additional Licensed Exempt Additional Licensed Exempt FrequenciesFrequencies

Increased scalability (Multi RF Increased scalability (Multi RF per modem)per modem)

Base Station synchronizationBase Station synchronization

Interference mitigationInterference mitigation


Bas

e St

atio

nB

ase

Stat

ion


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20072007

802.16e compliant802.16e compliant

Macro BSTMacro BST

Data & Voice servicesData & Voice services

MobileMobile


BreezeMAX Portable/MobileBreezeMAX Portable/Mobile

802.16e compliant802.16e compliantPlanned frequencies in the Planned frequencies in the 2.0GHz 2.0GHz –– 3.8GHz range3.8GHz range

Macro BSTMacro BST

Data & Voice services Data & Voice services

PortablePortable


20062006

CPECPE

Bas

e St

atio

nB

ase

Stat

ion

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BreezeMAX Deployment MapBreezeMAX Deployment Map

50 Trials/pilots in North America, Europe, Latin America, APAC and Africa

Commercial deployments in Europe, APAC and CALA

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Altitude Telecom Altitude Telecom -- Wireless CLECWireless CLEC

First WiMAX-ready network in France in 3.5GHz

Offers data and VoIP services to SME & businesses

Upon Forum certification, Altitude will target residential customers

Deployment Status: tens of BSTs already deployed and target for 100 BST by mid 2005

www.altitudetelecom.fr

FranceFrance

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SpainSpain

IberbandaIberbanda –– Access CLECAccess CLEC

www.iberbanda.es

Spanish alternative carrier

Main investors – El Corte Ingles, Prisa Group

Granted nationwide license for 3.5GHz network

Addresses suburban areas underserved by DSLand high speed data services for SME’s

Operating large WALKairtm and BA OFDM network

2000 - Chose Alvarion’s WALKair 1000 for multi-service BWA to high-end SMEs in 72 cities

2003 - Started expansion network to provide broadbandto rural and suburban areas in Adalusia + Catalonia provinces underserved by wireline DSL

2004 - Chose BreezeMAXtm WiMAX-ready platform to deliver multiple services to both business and residential markets

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SummarySummary

20th Century was for wireline; 21st Century is for wireless … and Alvarion will lead the market to widespread adoption of WiMAX

standard solutions.

BWA is becoming a mainstream access technology

Third leg of the access stool with DSL, Cable

WiMAX won’t get your whites whiter or do your dishes, but…

WiMAX standards accelerating BWA adoption

Hole filling by ILECs, network building by CLECs

WiMAX leads to portable and mobile solutions and to a new converged broadband network

Customers are starting to deploy pre-WiMAX and WiMAX-ready systems

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Thank you

Alvarion, BreezeCOM, BreezeMAX, BreezeNET, BreezeMANAGE, BreezeACCESS, BreezeLINK, BreezePHONE, WALKair, WALKnet, MGW, eMGW are either registered trademarks, tradenames or service marks of Alvarion Ltd.

Alvarion WiMAX

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