Good morning, Gladstone, who will love you. He's not. This is so many bases here. Is a big day onboarding. We are going to take it to the room that might be one specific product for you.
But before we do that, I would like to look a little bit behind on history. 4 years ago, we started to assemble, Google engineers from a leading company in north of India, in Georgia. These action leaders, they are not only for leading companies, but have a leading seller the silos at these companies have done similar to sign for decades. Due to the unbound of insulin leaves that were available. Or indeed managed to put together the most leading entrepreneurs in the region.
And now 4 years after, we have moved over HDE products into the market. We are very proud and most important thing is that customer around the globe seem to like the product too. That's what we're going to do. Part of what we're going to talk to today. So it's a me talking unless someone else who can show me a very nice music.
It's really is examples of where this technology can bring value. And all we talk about is to bring value to customers. And I hope that during this session, we see the tremendous value we are going to reach.
Nordic Semiconductor has now launched, NRF 9160 System in Package This is a fully integrated device for, for cellular IoT. It comes with, integrated application processor, multi mode LTM and MVR key modem and, an RF front end, everything in a very, very small package, sixteen times 10 times 1 millimeter. And this is an extremely low power device that will be, be possible to use all over the world, and have all the necessary certifications in place. Makes, a cellular IoT for everything else. Now we are, connected to the to the base station NF-9160 system and package cellular IoT made easy.
So the agenda for today is at Swannhegiel. We go through the readiness of the project I show you where we are today. Heather, we'll do show the advantage of Nordic also stackers of ID against competition, competition. And then there, who says director will talk a little bit about the customer reception so far. Remember, 12th December, we launched the product.
Mostly, it's 18th. So we have 6 days of reaction to show And you saw a field that showed how January 91 works. You will see real life afterwards always going to work and connect around the world.
Also have an important lesson with me here tonight. It's gonna help us up with, technical but also with more in this, is a lead on our 91 support and support group. So, working can make it work. No one can make it work at all. Anyway, so I get to talk about product.
And what I wanted to just start off with is it's just showing you this long list of deliverables that is involved in launching our product. So if you last week, it was in 12th, last week, Wednesday, we tried to have all this in place. And, from our company, this is the longest list of the limit most extensive product ever made. And in some ways, I find it sometimes mind blowing. The fact that we have so many leads to be impressive.
So still haven't been able to wind down since last week because during the last minute, we put everything together. You know, we, as as as we will talk more about the details, the the list of the variables are long, but also means that we go to market with a product that are more extensive than anyone else's. I sometimes joke with engineers that can to try to bite over a big chunk here. And we still have a mouthful of food, but we'll make it in the end. So what we're delivering?
The deliverables we've been working know, it's for the tracking most foremost is is a system of chip, the IC itself that forms the basis of our product. This is what we call the 9 to 125. Barely talk a little bit more about that. That might not that 9120, we put into a system in package where we put it together with RF front ends, power management system, passing the crystal and putting it in the ultra small package, our system package, which is 10 by 16 by 1, and I think Gary will show some of that later as well. That's the hardware project.
And then there's a whole bigger element of software deliverable. So what we do is to deliver 2 protocol stacks for LT won't mean we can them and won't allow people to have an ITs. We do 2 separately designed for the cost stacks. We have GPS software underway and developed which is also a big deliverable. Now all these things gotta be proven to work.
And we do that, we we certify it and get all the cases. To, to prove, sometimes the radio parameters, but, also, a lot of these certifications goes to see how you combine with the specification, the LP specifications. These things is, a good amount of work, which we've been working on, we talked more about. Talk a little bit more to to, in the last days about our SPK, our software development kit. I don't think we're very proud of is the fact that we bring services all the way up, all the way to cloud with these solutions.
I think we're unique in the offering we have. And there's also big teams working on the is actually getting the the IP stacks where the getting the the autos drivers, everything else that you need as a developer to make about. Then finally, we're gonna let us show cloud connectivity as well. We bring cloud connectivity to our solution. So customers can immediately power of the board and be powerful.
And that, that gives, that gives the the ease of use of the the end plan experience that we promised our customer that we were proud of. Well, this is the set of deliverables. That we've been working on pretty much for three and a half years in in different shapes and falls. And, right now, when it comes to the system in package, The 9163 that's moved into production, the volume, ramping this, SIP right now, it means that we have not enforced production as we call it transferred to production, which is one of our 401 gate thing. That will happen in April.
That day thing means that we have completed all all the cases of our temperature. We have done all test the measurement as the same product and so forth. And these are posts that typically take 3 to 4 months to just go through. It's an inevitable step that always have to go through, lower products, and those things are on strike now. Those are doing slightly adjustment to silicon, meaning that we have a phone notification to the, the, the chip in the last couple of months ago, which goes into a final production also for a 5 quip.
And then as you can see from this table, which outlines the three areas we bring to market, we're working on the the the the other variants of our product as well. The 9160 FICA is the first product, which is right here in April. I think one of it was this more appropriate, yeah, looks to be running the same types of. All good shape when it comes to a product, we wrap in production got significant macro starts already. We have significant quantities in warehouse and we should sitting there for more about that later.
So, otherwise, there's 3, I think there's 3 big elements of protocol software that we're talking about is the MPIOT protocol stack. It's the CATN protocol stack, and it's a GPS software stack. And, one of the things that we talked about for a long time is that, you know, the initial focus of what we've done is
to be
US 1st, US 1st CATM. That's where the protocol stack is most relevant for the US. CATHM is the control public sampling. That will be a production for the software in March or the same time frame as we do what we call a formal fast food production on a on a on a silicon. And that is the first part of our software that is that is ready.
You'll see here that we're in the in the development project, and go to our website, you'll find that this CAPM software is typically being sampled, so everyone can use it and try it out. The 2 other elements to our software opening, the NPI program stacks of the GPS. It's another quarter to reach after in terms of development progress. So there are some limited bring off our NBRT and GPS software to limited customers. You won't find that publicly available on our website.
You need to be a customer that speak to one of our sales guys out of the document, why you should get
it that you will get.
So these are coming, up until sub end, 1st half, all these software deliverables should be ready for the customer's remote production. You may have seen the announcement we did last Tuesday about certifications. 2 types of certifications. Typically, we do teleregulatory, which is the FCCs or the FCs, which is going to go from a national tele regulator point of view. And then the second big one is what we do is the GCF, which is a a a standard group that is working to ensure that your product is compliant to 3 gpplg specification.
And, we announced, full set of certifications last Tuesday. Needless to say, we're incredibly proud and happy to do these certifications. Because it means that we come a long way in terms of electric. These are so efficient places. We run all the tests.
It's just a lot of work to get it replaced. So that's, this is the cake moments when we get these things in place. We'll use some celebration this week as well, but, very happy to announce certification Now we have certified with a a number of bands, which is the most relevant bands in the market we're going to, but now in the next months and quarters, We certify more frequency bands for more markets. We are gonna do more territory of the territories apart from European and the, and the US and Canada. And we will do operator specific certifications as well.
One thing that is, when you think about questions also comes up more about operators, a lot of operators has this is a pre certification. You gotta be GZF compliant. And if you are, then they may or may not say that's enough, or they may want to do additional testing. But that's, that depends on character. The dep is open.
So very good shape on certifications that move forward. I'm very happy to be in a situation where we can tell every customer that this is also Development kids are mass production. So, we made a development board which, we will, sell and lost multidisciplinary development kit. So, this is no longer what we call the limited series production. You've produced about 1000 of these.
The production set that a couple of weeks ago. Now, as Gary talked more about how they roll out, but, they look pretty nice. It's a nice product, easy to use. Unfortunately, it takes a minute and a half to assemble the box to put stuff in. So if you're making thousands of them, it starts to become something we have to optimize.
So It's it's funny how you have new challenges when you mass produce that kits that you never thought of before you did it. But, yeah, this kit is is going out right now, but there's boards It contains connectivity, everything you need to get going in a nice package.
SDK software
or middleware is an open call at is an important thing on what we do. I'm not going to go into details about, exactly what's in there, but in this current release that we did last week, we have a whole number of little red elements, again, Q2T, PST sockets, we have drivers, we have SDKs, we have a number of examples like asset tracking, gateway solutions. We'll demo that data, solutions. A whole long list of, of, of, software development, middleware, or solutions that we need to build products. This is work in progress, and we're clear about that, there are certain things we've not credited yet that's comes in the next months and quarters.
And we'll keep rolling this out. As we complete voice mail. I'm gonna make all the things as well. And, those are interesting, you know, of course, go to GitHub and have a look what's in. And, where we will be updating code as we move forward.
But right now, I think that the solution we have, we can demo today, is a is a great starting point, we'd like to start, get out of the gate for government. Supporting team for customers to have an easy start. I mean, with them on this later in the cloud, but IIM cloud solutions allows you to do things like activate your SIM card. When you get this dev kit. It allows you to manage, you develop boards, allows you to to try out things.
You can connect your own power solutions as well. You can build further on it, but it is a great starting point for anyone who wanted the application or for someone from their managers or So proof of concept or anything that gets you going when the dosing development. So I know if that is all up and running and, ask me the whole software reboot. NrfCloud is a is a, it's a living website. There are continuous releases.
We add new features, and we continue to develop this as well. That is what I will talk about for remittance. Yes.
Thank you. Gonna talk about, not what we've delivered especially, but what the customers are getting. And why we're getting into these markets and the First thing I want to point out is we've talked about this in the past. There's LTM, there's Narrow Mountain IoT. To a certain extent, they look kind of similar.
Some carriers have decided to go with 1 before the other, etcetera. But as we've started more detailed discussions with the customers, customers are getting more knowledgeable about this. It's becoming very clear. These are 2 different technologies serving different types of applications. It's also going to become clear from carrier deployments that we see the rest of this year, which is not much, but still there's something's fine.
And all of the next year, that a lot of the carriers are gonna go with both of these. And we saw that already in Norway, and the motor only got both. And I'll talk about the reason, but that's it's really on these these bottom lines where you see the range. There's a significant delta. Now range is extremely important.
We'll talk a little bit more about how we perform, but at least note that there is a difference
and how much, range you get out of
these technologies. MB IoT, longer range, more penetration. Amen mobility, it works in LTE. That works up to a 100 kilometers an hour. So this is when you jump from base station to base station you're driving down a road for example.
This is what makes it work. The phone, the stream video while you're on the train for a minute. That's the LTM mobility. Allow us if you have a connection while you're moving. MBI team doesn't allow us.
There are some improvements coming in future variance of MDIT, but it's not there yet. And it'll take a long time for MDIT
to catch up on the assessment.
And that roaming, doesn't work with NBRV, but the good news is it does on LTM. Which is also demonstrated very clearly with art helmet kit. We have a roaming sim card in there. And ship it for a white. To work anywhere where there's LTM as long as there's, greetings in place.
And, that's extremely important to us. You can imagine first you know, applications that move across borders, organs shift initially to different places in the world. We'll talk more about some of those applications Battery lifetimes are kind of similar, but there are certain certain applications where MBIP have very significant advantages. So strengths, because we're being positive today. I'm just only showing the strengths.
But, the the higher throughput of LTM definitely makes it more future proof in terms of marketing is always going to come up with new ideas for things that the product can do. This is the the, you know, flight of every customer we have. They make a product. First thing that they're gonna come back and get more requirements. Ah, and it should do this here.
And what LTM allows is that even if you started on MBIT and thought maybe that was good enough from a proof of perspective, Once the new requirements come in, you can move to LTM and get the higher throughput. Low latency can be important to some applications. Can imagine some door locks, for example. You don't wanna stand around waiting for it. There's roaming, as I mentioned, mobility, And then it's the most power efficient that medium there is.
We don't say high literates because in lte, that, you know, that means that's like 3 to 4 k. That's high literates. The medium to iterate is for downloading, new firmware updates, uploading an image every once in a while. LTM is much more efficient than suitable for TCP TLS M10 secure connection. Well, that's extremely important.
The LTM has the same way to connect to the Internet as your home. But connects in the exact same way for APM. And you can connect. When you connect from your phone to your bank, You do that with https or TLS connection directly from your phone to your bank server. Right?
That's the way LTM works as well. That is not how NBIOC generally works. It does not have that full end client security with TLS. So there are other means to get good secure solutions with MDIP, but they're not as clear cut and, simple as the LTM. With MP IoT, then things to aim is to get the longer range.
Penetration. So, this is especially for indoor applications. NLT range across open air, the free range. We'll have a video from the, that was a little bit of a teaser actually from in that previous video, we'll have full video showing RAM in Open Air. But, That's not a challenge for, for an LP.
You can go tens or even up to a 100 kilometers. It's not a challenge. It's the indoor we all know this. They've done parking garages, etcetera. That's really what the challenge is like.
And, and, you know, it has a real advantage. And then there's most power efficient at low data rates. So if you have very little data to send, then send it only every once in a while, you can get away with significantly lower overhead than the IoT and without fear. And it's mostly about not having to establish these higher level connections. That, you know, on the contrary, makes, intern security more feasible.
So trade offs, definitely, and we will show a little bit of, examples from typical applications. So if you have an assist tracking device, say container, you know, it may be moving pretty fast down the highway. May want to track its trajectory towards its location,
computation,
who will also move across borders, even things that aren't, you know, Meant to be moved to cross borders. Sometimes it's actually when it's moving cross borders, you actually want to start tracking it. So that's, very relevant for the fact. So Roman needs to work in mobility. It gives So it's an LTM.
Wearables Medical. It's, one of those areas where you expect pretty, latency. So, rich user interface, maybe you want to, upload or download something every once in a while. LTM is great. And, and it's also one of those applications where mobility are roaming is expected.
You take the watch and you can go to Denmark. It should still work there. Retail point of self and security for homes. This is also one of those areas where LTM's security end to end from your device to whatever server you trust on the other side. It's extremely important.
Which is why I'll tell you, listen. That's a good And contrary, on the MBI IT side, we see it in Smart Mirroring. There's some big vendors out. Power consumption is absolute key. And for gas water meters, depending on the country, the penetration can be deep underground, can be basements, can be really challenging.
So we need the absolute best rate we can get, we get that with MB IoT and Arcmont. And then smart agriculture. Things don't happen very fast in agriculture. Latency is not an issue. Very small amounts of data, but very, very important data.
This is fixed installation. They don't move around. So MB IoT is great. Mark City, similar parking spots, street lights. There inside the city, still send a lot of data, perfect for ambientity.
Pretty good maintenance, down in basements, installations inside concrete buildings. So So we do both, and we do it with, this line up here. So, as I said, there's a long list of deliverables. The first one is obviously the hardware. That's our biggest value.
And, where we, that's our entry point That's what we sell. We have further variants coming, which is important. We've talked about this a lot in the past as well. As well as in Bluetooth. If you don't have a road map, you don't have the products.
No one wants to see that either have one model, and then there won't be a path of the move forward. So obviously, they have a strong roadmap, and we'll be able to show, innovative new features coming up. And then there's stock and software, protocol, stacks, extensive SDKs and our costs. These are just kind of needed for the customer to be able to do their application. When someone comes to us, if I wanna do a smart meter, it's this type of input, they need to be able to process it this way.
And then they need to be able to send it. And we enable all of us with these three pieces of software.
And then we need tools when
they develop, to make it easy for them to evaluate the tests, and then to deploy And this is, yeah, very similar to what we do on Bluetooth. This is the Nordic way of doing it. Which is we're the developer's best friend. So we want the everyone who picks up our device, to have a good experience
with it,
and they would should want to use Nordic and want to use Nordic he can't. And that is a lot of the reason why we keep having great interactions with customers and early base margin offers. They, they want us to succeed because we have supported them in the past. We've delivered good products in the past. And it's really about mailing these, these different aspects.
So you get the device, you get up and running very quickly. You it should do something on our talks, and we'll see the demo later today. It needs to prove that, you know, it's a working technology. It's already there. And when you get it, it's almost you get a complete solution.
It should be pretty close to what you want to do again. And then you get everything on a single board. There's no stocking. There's no getting something from different vendor or trying to piece things together. We deliver everything.
We put everything down on the same portal, which also makes it perfect as a starting point. If you want to make your own product, we give the files to give everything. You can start take that as a starting point for your own development. And then free development tools, it may sound petty, but it's, it's important if you want to just try out a few things, you don't want to work out, you know, a lot of money for an environment that just allows you to develop something. So Just put a lot of effort into this, and we we know how to break TOCE.
Open source software, everyone think to contribute And, it's, the way that it enables us to use tools and, get contributions from a broader community, not just, Nordy contributing everything. And then there's the advice management. Through the cloud solution, that's what we talked about. So you have really the end to end, the device, to the bottom, and do everything. And the small size of the SIP makes it easy to integrate into any problems.
So even if it's a small device, it still makes it fit. We need to write all of our tools that are needed for development into a suite that we call the NRF Connect suite. So it's easy to recognize the tools in order. If it's easy to download them, they're all available in the list and available in the same environment while I'm on any PC map removes. So it's really all all of us, Jason, makes us popular.
What we deliver now is what we think is the most important example. Is end to end security from our device to cloud. It's really showing out some of the key features
of our device that I'll show in the next slide.
But we set the bar high. We connect to, AWS based service, Amazon web services. That's a high bar for standards of security authentication. So there's cloud servers. And we do that out of the box with this, example that we delivered.
This hub is already on GitHub. All the design files are available to customers. They think this is a starting point. What we leverage here to fundamental security, blocks and, in the hardware. So one is the arm trust tool.
This is to be able to separate, trusted code for not trusted code when you develop it, and really making sure that you can put some code in a cure environment that will not be touched from any other code. And what makes us really important is when you look at the, the massive scale of, security, breaches in, in the IoT have been over the air attacks.
So the
attacks that have happened through the internet and 2 devices on a massive scale. And part of the reason why that's been a lot to happen is because the Ev off the code could be my time after the licensorship, from code that was, injected. And this is, This is really extremely important to, to take seriously, and to arrive. And we do that with the trust zone. And the other aspect is co processor for crypto.
The crypto means that we can do authentication and, and, encryption of everything that goes over there, all the way to cloud server in the end, not just with the SIM card, go into the basically, but really all the way. And we do that power efficiently with the acceleration. Another than that, what you're looking at is a solution in the package. This we deliver as much as possible into this device. Sensor
and decent, customer has to
choose themselves based on vendors, and what kind of sensors they want, battery or power supply, very application dependent, but for everything else, it's it's ours. We deliver it. And, it's put together by us in optical searching around for compatible components. I'm on the global report. So we these are the bands that we've enabling the hardware so far.
We can add more, as they become relevant. And, really about servicing both US, EMEA, and a back, with the same device. The end the design device with, LTM support, for example, with the NR-9160. Like this one, and we even prove this now with our dev kit. You build it one place, and one factory, you ship it worldwide, and it works.
And that's the you know, proving it with our dev kit is extremely important. So there's no EU or U. S. Or APAC variant of the dev kit. There's only one.
Anyone can buy it from any distributor worldwide, bringing up in their own country, and it works. So let's, get that in practice. I'm a low power. Enable some very disruptive application we've said this all along, if this is a key focus area for us. And the reason is we want to be able to get into devices where cellular could not go before, where there was no question of using cellular because power levels were true.
And, and we've done some really amazing things with, the power management techniques that we've inherited maximum for, from our previous portfolio in Bluetooth, but we also have, and then some new things. We're very happy with the performance. DSM, extremely important for long waiting times such as agriculture and, the metering where the device doesn't have to be reachable all the time, but every once in a while, it wakes up in the sense something. We'll get down to 3 micrograms in these long wait space. And that's extremely important.
That's when you spend where you spend most of the time. If you get up, or just if the device wakes up every once or twice per day and sends something, most of the time it's spending in that's extremely important to get that right. It's quite similar in EDRX. The sweet patch are typically a bit shorter. But you have to wake up very quickly and do what you have to do when you get back down to sleep again.
And what's kind of amazing is this number, 7 micrograms, show, you know, on the next slide as well. We're able
to keep
everything retained. So we, we remember everything about the session. And then wake up very quickly, do what we have to do, and go back down to sleep. And then when we sleep, we're at 7 micrograms. And in that sleep, Again, remember everything.
There's nothing lost there. Nothing has to be read for some more, or found out again. Do we have extremely efficient way. So we have to make an adjustment to the numbers that we showed in in general. So may I remember we were talking about 15 microns for connected, the VBRX.
And, every 10 minutes, you wake up, check if there's something for you on the server. We're at 11 of my grams and not 15 minutes. So it's, it's really a fantastic work by the team. They managed to squeeze out, some of the final, opportunities we have for savings there. This is very competitive.
When we move into the sort of higher activity tracker type scenario, met our target. And, on that, the full speed there's not much I can get done to referral there. It's really about pushing a lot of energy across, but we are, where we should be. And, it's a good note. So these are the ones that are gonna enable the new applications that were possible.
For 2 g, for example, this of scenario would look very odd 0s. And rage is absolutely. Talk about it. Already in this presentation quite a few times, but we have the max Alpha power 23 BBM. That's a lot worldwide, and we pushed that to, to get the maximum range.
And on the flip side of that, sensitivity, when we receive We received that minus 108 DBM l with LTM. I mentioned this already in January. We already have that number in them. But now we also see that we're at -1.5 with LPs, within the LPs, which is, which is a great number. You can also tell by these numbers.
M. You will get, you know, maybe 1 or 2 more floors down in the basement with Bend Gas few than you would develop. And this is, this is the slot that I think is going to be more important. Than, probably a lot of the other ones, and, and it's becoming more and more clear to us as we engage with customers. Because we own Chip for Fairmark, yes, K, the module, and all developed chaos is all supported by us.
When Martin needs to get an answer for someone who designed that particular part of the chip, or the firmware that runs on it. It's got an index card name just called someone. The guy works for us. He's in Finland somewhere.
If
he needs to know something about the SDK, if that's in the office next door, and these are experts in development of applications. And when we look at that compared to our module competitors who buy chipsets from some vendor who actually specializes in maybe mobile phone chipsets and doesn't really care much about the IoT, then know much about the IoT. That's this is a really compelling point for our customers. So I expect fully that we'll sell, a lot of these development kits, and I think that will be put much, much better use and be much more productive on the who's comparing, comparative fits from our competitors in the lobby space.
Thank you, Peter. And, nice to you all for being here. Sam Garland, I'm director of sales and marketing in, Nordic. So I've been invited to, to give you a little bit of, head up on, what's going on with the customers. A little bit of warning if you're there to sort of learn of names, etcetera.
It's not going to be given today as, as usual. But, we can give you some vectors to, to, to work out. I think the, the NRF 9160 has been, extremely, well received in the market. As you may have seen over the last few years, we have a very loyal customer base. They're all giving our product a lot of price.
It sort of builds upon the things they already know. We're also engaged with a lot of new IoT customers, you know, that's used to cellular in the past or our planning. We're getting really, really good, feedback from them. Very importantly for us, as you know, we're a broad market company. We respond wider than a lot of the other guys in the industry.
We rely on trade press coverage. We picked that up on the way as well. Our distributors, of course, are really stuck on this. It's the first time they're allowed sell a proper cellular plug that can really be used in a wide array of applications. We've also been nominated for a lot of professional awards, which I think is pretty, cool.
We'll, thank
you for
those And, carriers are actually referring customers to Nordic. We've done some joint marketing with, some of the carriers here in Norway, and you we already start seeing, you know, real, good benefits of that. And they're actually putting us in So to me, that sort of indicates the vacuum. In fact, the only people who have not received this as well is our competitors. Think they've had a little bit of an iPhone moment.
If you remember that time when, indeed, we almost presented the iPhone for 1st fun, you know, these guys, they're seeing something they haven't seen before. So that's that's good. I think in the Q3 presentation, we did state to you that our target was to be on 300 lead customer sample by the end of the year. And, I think safety in Oregon, we cannot be done by feeder lower the current consumption. So already today on the 18th December, we have shipped more than 350 lead customers in all the samples and kits.
So we're ahead of schedule. We've been working to set up online 9160 availability, you know, on the leading online, distributors. We've done that. There is a little bit of a vacuum, you know, where we have shipped kits, and, they basically sold them quicker than they have received them. So we wanted to ship more than a 1000 kits, you know, in the, in the last week.
And, rest assured, you know, there's going to be a team in here in between Christmas, and the new year, you know, to, to make continuous, shipments to distributors worldwide. And further widen the distribution network.
So,
I'd like to take you through this, industry press, coverage and awards, you know, we've been, awarded we didn't quite make you to the leading lights, award, but I think that's acceptable. If you look at the other guys, nominate it in our category. We have Amazon, web services. We have Huawei and, and Nokia, you know, competing with Nordic. So we're right up there with the best names in the industry.
Now we also were named the, CS Innovation award on a rate. And this is basically a, an award given to companies with technology that is above average in the category. Okay. We were not, CS, award with the honorary, and we actually have really compelling products, and we get recognition for it. Last and not least, I'd like to highlight the GSA award.
It's it's basically an industry peer, awards. It's 500 semiconductor company giving their votes on what companies do you think have done an outstanding job, you know, in their category in the year and past? And Nordic won that for, 2nd year in a row. So we're extremely proud. It means a lot to us and, and, enables us to, to go on fighting, you know, for these products.
I mentioned some press coverage So, my team has been very busy, you know, since we launched, last week, collecting up, you know, okay, well, maybe since trade press magazines have, rewritten our release and our presentation from last week. So there's this more than 35 companies as of, as of yes today. I mean, these are respected publications in the, engineering, and, the communities that our customers would, go Also, we've had a very, very high traffic on our web page since we, we launched So compared to the, sort of, the, we had the pre launch, those the year ago. We've had traffic on the web server. You know, and at the day, we launched we, we, ten times the, the traffic on that section.
Most importantly, I mean, we are excited to see are the customers taking our kits and doing stuff with them?
And,
yes, they are. So on the NFF 916 the decay that get the site is now consuming 40% of the the traffic, you know, that we have on all our software tools and kit tools, pages. In, in, literally, few days. And I think that's pretty good when you, look upon the fact that we're actually shipping close to 30,000 kids in 6 months. So so this kit has a lot of, good competitors within the company.
Also, the increase in the development tools, section of our webpage has gone up by 70% since the day we launched So there's an incredible amount of activity received in the support database. There are actually people using our kits that we've just shipped. You actually, need support and take development. So does that mean that we're gonna have, a huge revenue tomorrow? No.
This when the artwork starts where people take the kids, the, the pre sample, customers that are already working on it shipping out hundreds of units to customer ABC, you know, and, and really laying down the stones onto the foundation of a great, product family. So that's pretty much All I would like to share with you in terms of, customers, but just to to show you that it's true, I I bought some, brought some samples from from upstairs. These are not snacks, but, while you do the you're
gonna hand that some good stuff from there. Okay. Oops. I I got what's most likely to
do. Yeah.
Almost that's good. 34. Alright. So So it's a little bit hard to demo something to make it properly meaningful. But I double up, look at three things to that.
You know, we're talking about worldwide coverage, and we're just gonna show you all that needs in practice we provide an ability to be in all of it. What we're gonna talk about is show ease of use. We're gonna show ease of use and, we'll show you how easy it is for anyone to connect up a decade. Then we're gonna show you something else that we we everything's pretty cool is that, You may have no interest on one of the spies. Be in the material.
It says something about blue to tell teeth connected. We'll show you that when we actually spoke to colleges. What you think is a great way to leverage customer base and the existing technology to build upon. That's the 3 things we wanna try and do. Is there one time so things can always go wrong.
So I'll excuse for that, but we won't do that in the market. We'll be able to make sure we get it right. So let's, take it away. What is going to go to our Internet cloud. So what you're seeing here is that on the front page is is the Internet cloud, but site.
You can go there to it. And, you're gonna log in, and we're gonna have a look at what this user has of development boards. So Right now, we see that we have 7 LTE devices connected. You click on those, and you'll see that there are now we have different things in different passes I need to see. They're all green.
Yeah. They're all green. So what we have right now is on this demo. We gotta We've got a device in Hong Kong. We've got a couple of devices in Finland, both in all in Turkey.
We've got something in Texas. We've got something in on them and, and here we got kids, and we've got also the scooter tracker report in order. What we're seeing is, it's a number of kids not connected to this user. They're all printing on different networks. They're operating with different technologies and, and different tests.
So if you're, if you're a customer trying to do something, then you could mimic this thing. You can have different things. People can see how it work. You can you can pull statistics and see how things work. And, unless you make something like this yourself, this is the easiest way to get going.
So I think it's pretty cool. Showing up that they're actually Worldwide. I guess that's, that one of the key things. What you're seeing of these kits is that we're not using customer kits right now. Usually, this is, This is our team in Portland.
This is our team in in US with the, the dorm. We had different numbers. People set up to, to, to be online with this but, this is what you can do when you're online. So if we weren't traveling to one of them, is that so much? Yeah.
Which one? So what's going on? The scooter. Is that Chris or is that Adam the scooter? Right?
That's right.
Okay. So he's being out on the bridge. What time is it for Chris right now? No. He's gotta be, like, Good morning.
Oh, we got some dedicated employees in the morning. That's for sure. What we're just seeing here is just something simple as being, as tracking, GPS location, tracking a piece of stuff. You know, that may not be for free, like, the most advanced thing we can do, but it's probably one of the most valuable applications now. It's a simple thing.
Track some, and they work pretty well. Anything else? Is the is the temperature correct? 0.7 degrees. Is that set to guys?
I'm not sure if that's correct.
Okay. Apparently, it's not that warm there anymore either. What? Is there anything else you want me to show that market?
No. Probably small. K. Perfect. Could, maybe try to add another.
So you wanna add another one? Or you wanna do the other one? Okay? So how much time are you gonna spend to do next?
Match, 10 minutes.
You're gonna take one of these kits and, open it. And you promise you haven't opened this before. Okay. So you're gonna open the skin, and, we're getting 10 minutes. So we know that you guys are gonna be bored in 10 minutes.
This is what we said. We're gonna do questions for our clients. We're gonna do a couple of questions right now.
So to them, Eric, and
do one more thing works. But, I'll point that to your message between what we're doing. But I didn't take it away. She went out easy. We wanna take that one.
We'll start, let's start the clock now.
Most important we get it right. Don't be stressed out with the. So we'll we'll we'll start doing the the the sequence that you will do. When he, when a customer gets before, I'm gonna give people a little bit more reliable. I have no more prescriptive work.
We can do this, like, shipping, like, you know, this is easy. So, also one thing I wanna do show us what you got in your hand there on the on this one. So what the what the what what is showing here is the is a SIM card. It's an impact from my basis. Henry, you said 2 words about what my basis is?
That's the roaming, measure. And they have eSips. So they actually read programmable since. So it looks like the standard SIM card, but it can be programmed to have a profile. You know, extensive R and D department of Verki, both in the Philippines.
It's no exclusivity between us, but, we're trying to explore what we can do in this in Miller to get customers, started also on a good productivity path. And, this would be a very solid way to do it. Eason, we believe it's absolutely the future, and we want to support the top of what jumps in our benefit, but as a standard.
So we've been integrating this solution with the AI basis so that as you said, that the video grid means, like, you don't need to do anything else. You get into work. Just to protect that SIM card that we provide, and it will work. In 3 104 of the networks?
Yeah.
Start bringing them up.
So what we've done now is, okay, this is going so fast, but I don't know if it's going to be a lot of questions here, but we'll see. Register the user on the SIM card, which you could have done with you at the case. Just keep going button because if you're on the concierge, This is so the only thing that we need to do to be able to do is you need to have really sharp eyes, right, or magnifying glass to reduce numbers. But this is the way that this is the only way we can identify which, you know, you gotta have an electrification between dedicate itself so that's tied up in the SIM card and the the cloud solution. What are you doing now, Martin?
Are you?
I have the result in the vehicle, and I'm waiting for the application.
Where's verification at home? Yeah.
And that could be the same part. And that's how we're waiting
for the verification to go
in, and we're going power it on, see if it's going to get connected.
What are we waiting for right now?
Now we're waiting from the database servers.
This this together is a good thing.
Obviously, the present number, but could you share anything in terms of how many of these are now actually actively developing forms of its own? Yes. I think the the majority of them are actually doing that because in the timing leading up to the 12th December. We've been managing very limited samples and wars. Gone customers, So that's been given, you know, on a prioritized basis, you know, a program that's sort of going into production relatively soon or
it's an
interesting application. So the majority of those numbers are actually, prior to the 12th December. So we just had a couple of days, really, where we could make it, and you would expect to withdraw the most directly to fight off. Lower product based on the alert manual. There's very high likelihood, you know, it's been qualified.
And, I mean, things could go wrong with the application or to decide not to bring it to market, but, the majority is working on it as we speak. And another question, which is, I don't I don't know if you want to answer it. Good to share any update on the expected revenue after 2019 because it seems like, you know, things will not be completed until April. With your list. So is that what we should start to potentially see revenues?
You would see revenue by end of market. No. And so that is the regular, it will be prototyped build by these new customers getting ready for production. End of my benefits, you know, everything.
And then, and lastly from me, on the product road map, the failure would you stress the importance of having kind of a sizing for the road map, but it means it's like the proper road map that we're sharing now is the simplification of the in terms improving of the, kind of, the high end version of it.
Is, I have a similar strategy here as we're doing the devices that you have some of you going into Ireland and stuff, adding more people some of them to lower end up doing, more limited feature sets, and it's, And then it's a combination of both of those things that will attract different customers. And then last week, there are new revisions of the standards coming out. Things to follow. It's just The important point that I want to stress is that it's, it's not enough to show a product, the, you know, it's always with technology. People are making these investments for you know, longer term, in Islam, the leg wants to make sure that they can continue to design minority devices when they need to be and when they need to support new standards.
So is there 5 days coming up? Certainly, that's that's a big part of it.
I just sort of click all. When you go into this market, which is kind of you have traction with the little these customers for me
before I film the kind
of the short business, which is, of course, in the back of the element, but
it's very good. I'm gonna do this all, like, if
we haven't been before in terms of setting or helping you kind of make your potential customers call them that that you have it takes to kind of providing reliable profit, the the more traffic in that space, Will they the private folder for them on the public today?
Yeah. That's that's a great question. I think what we we have a very compelling story with the the team. We have been with those guys are experts of what they do, and they have an excellent track record of manufactured live logging products. In this space before that are significantly more complicated than the one they're making out of it.
And then they also have, some, some of those names are famous. That's, an industry, and
that has it does go a
long way to building confidence, but, nothing's you know, nothing speaks more than getting the GCF certification for the short amount of time. Yeah. That is, extremely challenging. The regulatory stuff. Yeah.
But the the GCF is a pretty significant challenge, if you let those come.
So I'm just trying to stop in the questions then because, okay, answer the problem activating that SIM card basically, for some reason, we don't know. So we we work into a SIM card that we should not work.
I don't know. We're we're to get the hook on to the base station. Yeah. And then we're going to pair a new device with the remote.
That could take up to 3 minutes. It
says, yes.
Are you having an action to base station
now? Yes.
I mean, that's the question.
How will you do this if you have to avoid a little bit of stuff you
know, workers can be in manufacturing.
So, now we have connection. So, we're going to do a pairing procedure with the the cloud. This is Ramon. So, for each,
each account.
Now we know it again, do you know which devices works?
I have the green light there. That means we are connected. So let's see if we can have another room more devices.
That's the one here. Right?
That's correct.
So where let's turn on the GPS data, we can get some simulated GPS data from the general line office.
So apart from doing the AI basis, activation going, for some reason, that begins to pick out what that is.
Yeah. That usually takes seconds. Yeah. Actually, so the
information that I won't want to talk to them. We were actually able to do this. So that's, you know, give or take. This is this is how easy it is. And what my any competitors can try and do anything within 10 minutes if they use most Spanish?
Chance. And we think that's a pretty,
Okay.
So there's a one more demo then, Martin, are you ready to go right away, or do you need for the rest
of time?
Okay? So one thing that we think is that it's a very interesting market was able to work in customer what you want to do and help them because you hope to know it. It's not often do you get the most best, at least solution, get the most best Bluetooth solution as well. It gotta work together. And for that, we prepare a tiny demo.
Right.
So in this box, we have a place, if the 2, and we are utilizing it's, that's the wrong answer to check there, which side, package is on. When it's upside down, it sends, alarm to the alert line to one device, and it's, to my story, I don't know if Kelvin says out GPS data on what sites it's been tracked on.
And that communicates this box with the city inside communicates over Bluetooth. To arc 90 ones in our performance also has Bluetooth built out to it. And it does, transfer that data into to hack it 4 months necessary to
Yeah. That's great. So, let's see here. End up. So that's the GPS data, as well as, which is BMO.
So it tracks each timeout. It says nothing, but when, it's upside up, it sends everything all at once. This is to save power, of course.
And what it allows us to do, you know, there's a I think that the stores is, you know, because he sees all the customer opportunities because the ability to have a system where you have maybe many inexpensive Bluetooth sensors sending data to a 91 Bluetooth based device that can suddenly you have the opportunity to build yet another way of building your infrastructure. And in Nordic, of course, it's a one stop shop to get a resolution, get the software, the everything from us. You don't have to go to 2 different venues to build. You can just go to us. I think that was the end of our demos.
What's important? That's a pretty good job. Maybe we should be marked on that poster.