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106 09 15

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Outline

- (Datacom/Telecom)- (Datacom/Telecom)- 106 EPS---

Datacom

3

(Source: Cisco Global Cloud Index; Synergy Research)

2020

90%. 27% CAGR.(2015~2020)

47%.53%

43%.

Datacom

4

Google Plan Microsoft Plan

2017 10% .

(Source: ICCSZ)

CAPEX (US$M)

5

(1). , , , .

(2). ICPs , 2016 5

2017 10 .

(3). 100G , 2019 .

(4). Hyper Scale 70 Tx/Rx.

(5). 2016 ~2020 ,188 ,100G 1

Datacom

100G

ICPs

(Source: ICCSZ)

(Source: LIGHTCOUNTING)

6

Telecom

CAPEX (US$M)

(Source: ICCSZ)

(1).2016 , 20195G CAPEX Plan

(2). CAPEX 2016~2018Ovum 2017 CAPEX 3%.

Datacom

7

Hyper Scale :

-> ICM Biz-> ODM Biz -> ICM Biz

(1). (2). (3). I-CM Biz

8

Datacom

Telecom

9

FTTH/CATV

(1). Project Follow Up. (2). “me too” .

(1). (Value Model)(2). (Off the shelf solution).(3). Free-Space based platform solution .

10

TELE

CO

MD

ATA

CO

M

OIN

106 EPS

11

106

(1). FTTH ,.

(2).FTTH

.(3).

2017 Capex Plan.(4).Datacom 100G

NT 1,143.25M

NT 212.82M

18%

NT 40.75M

3%

NT 27.32M

NT 10.46M

EPS NT 0.14

12

(FTTX), :

/

(Source: Point-Topic)

BD Band

13

(NG-PON2),

(1). (CEx) (2). (WM).

14

(Datacom)Hyperscale Data Center Tx/Rx Module Interconnect

, Passive Optical Puzzling . OIN+ Branch+WDM ,

Tx/Rx .

(m)

SR4 100~300 VCSEL MMF/MPO

SWDM 100~300 VCSEL MMF/Duplex

PSM4 500 DFB SMF/MPO

CWDM4 2000 DFB SMF/Duplex

100G

(MM)

(SM)

V

VV

15

5G (5G mobile network)5G (WDM) , CDWDM

(Source: ZTE)

5G

16

Datacom 100G , ,

2017 Telecom

, ,

Datacom , ,

, Telecom

, ,

. 5G