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2012 Sales Kickoff. Competitive Landscape. Proprietary and Confidential. Outline. Outline. Duration: 45 minutes. Differentiators and Positioning. Alvarion Wi-Fi Key Differentiators. Technology differentiators Two-way spatially adaptive Beamforming Interference Immunity Suite
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2012 Sales Kickoff Competitive Landscape Proprietary and Confidential
Outline Outline Duration: 45 minutes
Alvarion Wi-Fi Key Differentiators • Technology differentiators • Two-way spatially adaptive Beamforming • Interference Immunity Suite • 900 Mbps per unit, three streams • 512 users per unit • 3x3 MIMO • High Gain Diversely Polarized (HGDP) antenna • Others • IP-68, high EIRP, 4.9-5.9 GHs single HW • Solution differentiators • Very flexible: bands, field-of-view • WCPEn-2400-I, Market leading Wi-Fi CPE • Built-in Access Controller
Alvarion Wi-Fi Key Differentiators • Value proposition • Best coverage and capacity • Best interference mitigation • Lowest cost per sq-km • Superior in NLOS and high interference • Best for BWA services • Unique Beamforming indoor Wi-Fi CPE • Superior indoor signal penetration • Best for large venues (Airports, campus, stores, hotels… ) • Ubiquitous coverage with fewer units • Experienced • An Alvarion company – a wireless powerhouse • Two decades of wireless broadband experience
Outdoor Wi-Fi Market & Positioning Alvarion is a Carrier Grade Wi-Fi Market Leader Growth, $1B Market in 1-2 years Alvarion-Wavion Altai, GoNet, BelAir Ruckus Cisco Cellular Offloading Direct CarrierAccess Service Motorola $$$ perAccount Sea ports Mines Oil & gas Hotels Cisco Safe City Air ports TroposFiretideSkypilot Campus Malls SPG Ubiquiti High-end WISPs MikroTik Distribution Low-end WISPs
Ruckus – in a nutshell • Privately held • Revenue 2011: $120M (estimated) • HQ: Sunnyvale, CA, USA • 300+ employees • Solutions: Wi-Fi for enterprises/carriers, indoor/outdoor • Customers: enterprises 70% and operators 30% • Technology: 802.11a/b/g/n, adaptive antenna array, mesh • Main partners: Alcatel-Lucent, Nokia Siemens • Distribution: 2,600 partners WW • Main customers: AT&T, Deutsche Telekom, Swisscom, China Telecom, KDDI and Tikona • Active WW, less in Africa
Ruckus Claim to Fame • Smart antenna selection for better coverage • Tikona network • KDDI win • Perceived as low price • Good CPE
Light urban, heavy interference, laptop tests Outdoor Coverage Competitive Test Ruckus Sector Mbps WBSn Sector 180m 300m AP AP On average, WBSn provides 50% greater ubiquitous coverage, and 50% higher capacity
Building Coverage Alvarion: Superior Radios Cover Building Using Fewer Units
A test by a large hotel chain Thick concrete walls, reinforced with heavy metal structure Hotel Coverage Tests • Results: • Undesirable results with BelAir and Ruckus • BelAir and Ruckus require additional equipment – expensive • Wavion is the preferred solution
Seoul International Airport, S. Korea • KT • “Ruckus failed in the airport due to coverage and throughput performance. … started checking Airport coverage with twelve Ruckus APs and had bad coverage and throughput. Then … tested Wavion and Wavion covered half the floor with one WBS2400-SCT. Still …decided to go with Ruckus as it got better throughput when tested Ruckus in short distances. After installing four Ruckus … got lots of dead spots and 20 meter-only coverage for the throughput measured in initial trials. … have decided to remove Ruckus and install four Wavion units.”
Ruckus Latest News • ChannlyFly • A Buzz over “Online ACS” support • Cellular data offloading • Announced a GW on 2/11, still not in market • Acquisitions of Intelinet and ComAbility • Different approaches – no focus
Tikona and KDDI Insights • Tikona India • 40k 11g only Ruckus APs in 39 states • Low QoS and a lot of technical issues • Huge churn, 300k customers dropped to 100k • Investors are not happy • Not profitable • No additional POs for Ruckus over the last year • Scanning for alternatives: 2.3 GHz spectrum, LTE, managed services… • A bad Wi-Fi example for Indian operators • KDDI Japan • Was planning 100,000 hotspots by 3/12 • A couple of thousand indoor APs only are under installation • A new RFI – released yesterday
Limited Actual Field Performances • ATI Vietnam • Ruckus won the deal in 2010 • The project is on hold: • Performance does not meet expectations in Hanoi (1st phase) • Limited coverage • Only LOS • Reasonable performance with Ruckus CPEs only • WBSn showed superior performances in trials • PLDT • Ruckus failed the POC – low performance • Other limitations • ZD – a must, extra cost • No good Omni solution – need 3x sectors – expensive and complex!
How to win Ruckus • Alvarion radio superiority • Much better in metro NLOS • Much better in handling interference • Much better in indoor signal penetration • Business case advantage • WCPEn-2400-I – the BWA Ace up the sleeve • Leverage on Alvarion • Presence, support, distribution • Tikona – a failure!
Cisco in a nutshell • Public company • Revenue 2011: ~$1.6B • 50% Enterprise WLAN market share • HQ: San Jose, CA, USA • Solutions: enterprise Wi-Fi, smart cities, carrier 3G/LTE offloading, outdoor/indoor • Customers: enterprise, government, carriers • Technology: 82.11a/b/g/n, mesh, CleanAir • Active WW
Cisco Claim to Fame • Complete solution • Indoor/outdoor AP • Access Controllers • Gateways • Core integration
How to win Cisco • Cisco is expensive • Alvarion radio superiority • Much better at metro NLOS • Much better at handling interference • Much better at indoor signal penetration • Alvarion is flexible and committed • Alvarion is big enough to deliver, and small enough to care • Leverage on Alvarion • Presence, support, distribution COST
BelAir in a nutshell • Privately held • Comcast Venture, T-Mobile venture and others • Revenue 2011: $40M-$50M (estimated) • HQ in Kanata, Ontario, Canada • 200 employees • Solutions: small cell HetNet, metro Wi-Fi, outdoor and indoor • Customers: Cable and mobile operators, governments and military • Technology: 802.11, WiMAX, 3G/LTE, strand-mounting • Main partners: Alcatel, Motorola, ip.access, Ericsson? Tessco • Main customers: AT&T, Comcast, Cablevision, Time Warner • A significant deployment: Times Square, NYC • Mainly active in North America • Marketing positioning: carrier Wi-Fi and small cell solutions
BelAir Latest News • Launched GigXOne solution in 11/2011 • New indoor AP (BelAir1000) • New outdoor AP (BelAir 1100, 2x2:2 no BF) • New Strand-mounting AP (BelAir3200, 3x3:3, standard BF) • New controllers (BelAirCC8000, BelAirHZ4000) • Targeting service providers • Hot zones, 3G/LTE offloading, campuses
How to Win BelAir • Alvarion radio superiority • Much better at metro NLOS • Much better at handling interference • Much better at indoor signal penetration • Belair has limited support outside Americas • No ETSI certification • Belair cellular offloading solution focuses ontunneling, less practical for most operators • Leverage on Alvarion • Presence, support, distribution Alvarion cuts the cost by 50%
GoNet Update • 11a/g portfolio has come of age • 11n is late, a new portfolio introduction is expected during 2012 • Standard (1st generation) 11n 2x2 MIMO, uplink BF (MRC) only no TX BF • Fully OEM based (AuteLAN, China, limited support capabilities) • Implies limited in-house resources
11g Comparison Tests Field Test Lab Test Alvarion WBS-2400 GoNet MBW 1100 Alvarion 11g clearly outperforms GoNet 11g
How To Win GoNet • GoNet solution is: • Old • Low performance compared to Alvarion • Expensive • Expected GoNet 11n products are inferior Everyone else GoNet
Company in a Nutshell • Privately held • Revenue 2011: $10M-$20M (estimated) • Based in Hong Kong • 200 employees • Solutions: BWA, rural, verticals, 3GO • Technology: 802.11a/b/g/n, antenna selection • Spectrum: 2.4, 3.5, 4.9, 5.x GHz • Largest deployment: 150 base stations, in Malaysia • Mainly active in Asia, ME, US • Marketing positioning: carrier-grade super Wi-Fi • Latest PR: provided services on New Year’s Eve. Jan. 2012 based on A8-Ei with Fitel (ISP)
Altai A8 Portfolio Evolution • A8 • Omni • Cumbersome • Expensive • b/g access + a BH • 4 sectors 14 dBi, ant. selection • Limited NLOS • 6.5 kg, w/o ant. • $3,400 (eBay) • A8-Ei • Launched June/10 • Sector 19 dBi • b/g access • Limited NLOS • $1,600 • A8i • Launched Feb/11 • 11a (BH) + b/g (access) • 8 elements ant. selection, 14 dBi, -3dB at back • Ant. section • 10.5 kg - heavy • A8n • Launched June/11 (not on website) • Cumbersome • 11an (BH) + b/g/n (access) • 2x2 MIMO, no BF • 4 sectors, ant. section • Limited NLOS Expecting (standard) 11n availability in 2012
Altai A2 and A2e • Basic radio solutions • 802.11a/n (BH PTP/PTMP) • 23 dBm, 5.150-5.825 GHz (partial 5.8) • 802.11b/g/n (AP/CPE) • 26 dBm, 13 ch. • 2x2 MIMO, no BF • Flexible field of view (No dual band Omni) • IP-67 1st generation 11n equipment
How To Win Altai • Alvarion radio superiority • Much better at metro NLOS (not LOS) • Much better at handling interference • Much better at indoor signal penetration • Altai 11n is basic and late • No BF, 2x2 MIMO • Altai is expensive • A8/A8n is expensive • More base stations per sq-km • WCPEn-2400-I – the BWA Ace up the sleeve • Limited core integration experience
Alvarion Wi-Fi Key Differentiators • Technology Differentiators • Two-way spatially adaptive Beamforming • Interference Immunity Suite • 900 Mbps per unit, three streams • 512 users per unit • 3x3 MIMO • HGDP antenna • Solution Differentiators • Very flexible: bands, field-of-view • Built-in Access Controller • WCPEn-2400-I – best CPE in the market • Value Proposition • Best coverage and capacity • Best interference mitigation • Lowest cost per sq. km • Best for BWA services • Best for large venues • Experienced • 15+ years of wireless and Wi-Fi
Name: Lior Mishan E-Mail: lior.mishan@alvarion.com Phone: +972-54-5225756 Thank You