Investor Presentaiton
Growth Opportunities in 5G Mobile Infrastructure
Backbone Network
IIVI
FINISAR
FINISAR
IIVI
5G OPTICAL ACCESS
Front- & Backhaul Network
FINISAR
5G RF
Base Stations
Handsets
FINISAR
IM
JFVI
Coherent TRX
HPC WSS
LPC WSS
25G FH TRX
Bidi DWDM TRX
IIVI
IMM
DIVE
IM
IMM
FINISAR
OTDR A
Line Cards
Amplifiers
2022 TAM:
$2.4B
Note: TAM is all inclusive
2018-22 CAGR:
13%
(not exclusively 5G driven)
OCM/OTDR
DWDM Filters
Subsystems
100G BH TRX
GaN/SiC RF
GaAs RF
Source: LightCounting
$1.4B
124%
Sources: LightCounting
& II-VI Estimates
$1.1B
63%
Sources: Yole, JP Morgan & II-VI
Estimates
(GaN/SiC RF includes 4G & 5G)
Global backbone buildouts in
anticipation of 5G traffic
2017
WSS: Wavelength Selective Switch; HPC/LPC: High/Low Port Count;
OCM: Optical Channel Monitor
OTDR: Optical Time Domain Reflectometer
TRX: Transceiver; FH: Front-haul; BH: Backhaul; RF: Radio Frequency
BiDi: Bidirectional; DWDM: Dense Wavelength Division Multiplexing
IIVI
II-VI signs agreement with SEDI to
develop GaN/SiC on 150 mm
2018
5G optical access deployments begin
in Asia to support 5G New Radio
5G mmWave standard to drive
GaN/SiC RF demand
2019
5G Smartphones & loT to drive
5G GaAs RF demand, 5G Optical
Access deployments continue
II-VI to complete qualification & to
begin production of GaN/SiC
2020
5G service to become broadly
available
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