IHS Electronics & Media

Wireless Power Market Update and Growth Potential

Ryan Sanderson

Associate Director Power Supply & Storage

Components

© 2013, IHS Inc. No portion of this presentation may be reproduced, reused, or otherwise distributed in any form without prior written consent.

How Fast will the Industry Grow?

0

1000

2002

2003

2004

2005

2006

2007

2008

2009

2010

2011

2012

2013

2014

2015

2016

2017

2018

2019

2020

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2022

2023

2024

Source: IHS

Attachment of Wireless Technologies in Mobile Phones (MU Shipped)

Bluetooth

GPS

WiFi

NFC

WirelessCharging

7 Years 12 Years 14 Years 8 Years 13 Years

© 2013, IHS Inc. No portion of this presentation may be reproduced, reused, or otherwise distributed in any form without prior written consent.

Introduction/Agenda

Introduction to IHS

Wired Charging Market & Developments

Wireless Power Market Outlook

Market Outlook – Wireless Power Receivers

Market Outlook – Wireless Power Transmitters

Drivers & Barriers, Standards and Infrastructure

Questions/Discussion

© 2013, IHS Inc. No portion of this presentation may be reproduced, reused, or otherwise distributed in any form without prior written consent.

Who is IHS?

A leading information provider

We are more than 8000 people, in 30 countries, speaking 50 languages

– all working each day to:

• Provide comprehensive content, software and analytics, and expert

analysis and forecasts

Helping our customers drive critical processes and make

high-impact decisions with speed and confidence.

IHS acquired IMS Research in June 2012

© 2013, IHS Inc. No portion of this presentation may be reproduced, reused, or otherwise distributed in any form without prior written consent.

Research Methodology

Annual Research Phase – Focused on primary research with 30-40 companies

Uses end-market data from IHS vertical research groups (e.g. phones, tablets etc.)

Uses analyses on existing/competing technologies from IHS (e.g. wired charging)

Recognized as the leading provider of research/data on the wireless power market.

This presentation is based on preliminary findings for the next report publishing in

February 2014

Wireless Power Research

© 2013, IHS Inc. No portion of this presentation may be reproduced, reused, or otherwise distributed in any form without prior written consent.

Battery Powered Portable Electronics

4.5 Billion devices with rechargeable batteries by 2017

3.5 Billion devices in 2013 = $6.7 billion market for wired charging

Rechargeable Battery Powered Electronic DevicesMillions of Units Shipped; % Growth

Source: IHS External Power Adapters & Chargers - World - 2013 - Feb 13

0%

1%

2%

3%

4%

5%

6%

7%

8%

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500

1,000

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2,000

2,500

3,000

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4,000

4,500

5,000

2011 2012 2013 2014 2015 2016 2017

Rechargeable BatteryPowered Electronic

Devices

Growth

© 2013, IHS Inc. No portion of this presentation may be reproduced, reused, or otherwise distributed in any form without prior written consent.

Battery Powered Electronics vs. Wired Chargers

92% bundled in 2013, 71% in 2017

USB Charging, Wired Universal Charger (mobile phones) Initiative (GSMA)

Rechargeable Battery Powered Devices vs. Shipped With a ChargerMillions of Units Shipped - 2011 to 2017

Source: IHS External Power Adapters & Chargers - World - 2013 - Feb 13

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2,000

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4,000

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5,000

2011 2012 2013 2014 2015 2016 2017

Battery Powered Devices

Shipped With Charger

© 2013, IHS Inc. No portion of this presentation may be reproduced, reused, or otherwise distributed in any form without prior written consent.

Mobile Phones vs. “in-box” Wired Chargers

98% shipped in the box in 2013, 41% in 2017

USB Charging, Wired Universal Charger Initiative (GSMA)

Mobile Phones Shipped vs. ("In-the-box") Chargers ShippedMillions of Units Shipped - 2011 to 2017

Source: IHS External Power Adapters & Chargers - World - 2013 - Feb 13

0

500

1,000

1,500

2,000

2,500

2011 2012 2013 2014 2015 2016 2017

Mobile Phone Shipments

Phone Chargers Shipped "In-Box"

© 2013, IHS Inc. No portion of this presentation may be reproduced, reused, or otherwise distributed in any form without prior written consent.

What does this mean for Wireless Power?

Positives for wireless power & charging?

Fundamental change in the way a charger is received (no longer “in-the-box”)

Micro USB adoption – Manufacturers accept the need for universal solutions

Consumer acceptance of aftermarket/accessory based approach

Increase in the number of higher value charging solutions – closer to price

parity with wireless power enabling/charging devices

© 2013, IHS Inc. No portion of this presentation may be reproduced, reused, or otherwise distributed in any form without prior written consent.

Market Outlook – Wireless Power

Just over 20 million receivers and 5 million transmitters ship in 2013

Combined unit shipments of 1.7 billion projected in 2023

A combined market worth almost $11 billion in 2023

Unit Shipments - Wireless Power Transmitters & ReceiversUnit Growth Profile - 2011 to 2023 (m)

Source: IHS Dec-13

0%

50%

100%

150%

200%

250%

0

1,700

2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023

Receivers

Transmitters

Growth Rate

© 2013, IHS Inc. No portion of this presentation may be reproduced, reused, or otherwise distributed in any form without prior written consent.

Wireless Power Receivers by Application

Mobile phones and tablets dominate throughout the forecast

Unit Shipments - Wireless Power ReceiversShare of Total Units by Application - 2012 to 2023 (m)

Source: IHS Dec-13

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023

Mobile Phones

Tablets

Notebooks/Netbooks

Other Applications

© 2013, IHS Inc. No portion of this presentation may be reproduced, reused, or otherwise distributed in any form without prior written consent.

What Other Opportunities Exist?

Consumer Applications

> 20 million

units in 2018

50 million

units in 2018

80 million

units in 2018

500 million

units in 2018

Industrial Applications

0.5 million

units in 2018

Additional 70

GW from

2013 to 2018

© 2013, IHS Inc. No portion of this presentation may be reproduced, reused, or otherwise distributed in any form without prior written consent.

Wireless Power Receivers - Integrated vs. Accessory

Integrated solutions to overtake accessory based in 2013

Integrated solutions to reach >90% in 2016

Wireless Power Receivers by ImplementationUnit Growth Profile - 2011 to 2013(m)

Source: IHS Dec-13

0

20

2011 2012 2013

Aftermarket/Accessory

Integrated

© 2013, IHS Inc. No portion of this presentation may be reproduced, reused, or otherwise distributed in any form without prior written consent.

Integrated Wireless Power

Nexus 7 (2nd Gen)

Lumia 920

Windows Phone 8x

Nexus 4 & 5

G2

© 2013, IHS Inc. No portion of this presentation may be reproduced, reused, or otherwise distributed in any form without prior written consent.

Battery Powered Electronic Devices vs. Wireless Power Enabled DevicesMillions of Units Shipped; % Growth

Source: IHS Dec-13

0

1,000

2,000

3,000

4,000

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2011 2012 2013 2014 2015 2016 2017

Wireless PowerEnabled Devices

Rechargeable BatteryPowered Electronic

Devices

Integrated Wireless Power – Adoption

<1%

12%

How does the industry achieve >10% wireless power enabled devices in 4 years?

or to adopt integrated solution in 2016 Requires

© 2013, IHS Inc. No portion of this presentation may be reproduced, reused, or otherwise distributed in any form without prior written consent.

Market Outlook – Wireless Power Transmitters

Stand-alone solutions accounted for almost all of the market in 2013.

Growth in automotive, furniture and hospitality important over the next few years

Wireless Power Transmitter Shipments by ApplicationUnit Shipment Profile - 2023 (m)

Source: IHS Dec-13

0

300

2023

Stand Alone Automotive (In-cabin) Furniture Restaurants/Hospitality Other

© 2013, IHS Inc. No portion of this presentation may be reproduced, reused, or otherwise distributed in any form without prior written consent.

Standards Battle

Founded in 2009, more than 180 members

Integrated compatibility in Nokia, LG phones

Integrated compatibility in Google (Asus) Nexus 7 (2nd Gen) Tablet

Currently tightly coupled (inductive) specification. Evolving.

The “first” with the largest membership. Millions of products in the market

Founded in Oct 2012. Powermat, Starbucks, ATT as founding Members

IEEE affiliation

ATT: “PMA-certified wireless charging solutions by 2014”

Witricity joined in May 2013

Currently all accessory based

Founded in May 2012 by Samsung & Qualcomm. Intel joined in June 2013

60+ Members

Draft spec approved in Oct 2012

Focussed on magnetic resonant technology at 6.78 MHz

Test kits shipping, no product in market

#1 smartphone and #1 smartphone chipset suppliers…

© 2013, IHS Inc. No portion of this presentation may be reproduced, reused, or otherwise distributed in any form without prior written consent.

Tangled Alliances

© 2013, IHS Inc. No portion of this presentation may be reproduced, reused, or otherwise distributed in any form without prior written consent.

More than one standard?

Multi-Mode Solutions

+

Benefits

Devices can support multiple standards

Consumer gets Interoperability

Existing solutions do not become redundant

Drawbacks

Higher cost to implement

May lead to consumer and OEM confusion

Currently no solution which covers 3 modes

Harmonization Needed Intermediate Solution

© 2013, IHS Inc. No portion of this presentation may be reproduced, reused, or otherwise distributed in any form without prior written consent.

Wireless Power Receivers by RangeUnit Growth Profile - 2011 to 2021 (m)

Source: IHS Dec-13

0

900

2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021

TightlyCoupled

LooselyCoupled

Tightly Coupled vs. Loosely Coupled

Industry appears to accept that resonant technology will provide loosely coupled solutions

Other solutions are available (e.g. multi-coil)

The inflection point could be delayed without industry collaboration

© 2013, IHS Inc. No portion of this presentation may be reproduced, reused, or otherwise distributed in any form without prior written consent.

Conclusion

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Source: IHS

Attachment of Wireless Technologies in Mobile Phones (MU Shipped)

Wireless ChargingStrong Adoption

Wireless ChargingCurrent Forecast

Wireless ChargingWeak Adoption

+5 Years -2 Years

13 Years

Industry Goal: Make charging more convenient for the consumer!

Standard harmonization is needed!

© 2013, IHS Inc. No portion of this presentation may be reproduced, reused, or otherwise distributed in any form without prior written consent.

Questions?

Any questions?

Ryan.Sanderson@IHS.com

+44 (0)1933 402255