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Supply Chain Management

Oct 11 2018

Ming Chao Snapshot

Information Systems Management (ISM), BS, UC Santa Cruz, 2004

Master Business Administration, MBA, Santa Clara University, 2010

Infinera 2017 – Present

Currently Position – Director, Logistics and Global Trade Compliance

Held various positions in project/program management, auditing, consulting and trade compliance

Seagate, Netapp, Expeditors

Company Snapshot

Founded in 2000

FY17 revenue: $740 million

GAAP gross margin: 32.9%

Pioneer in large scale photonic integrated circuits

Vertically integrated with own fab in Sunnyvale

About Infinera

Coherent Design

Ottawa

Global HQ

Silicon Valley

Metro

Stockholm

R&D, Packaging

Allentown, PA

Optical Architecture

Annapolis Junction, MD

R&D Center

Bangalore

Hardware Center

Beijing

Innovator

Only company to design and manufacture large-scale photonic integrated circuits (PICs)

Provides integrated and disaggregated optical transport systems for terabit communications

Over 500 patents filed/granted around technology and process innovation

Global Leader

Recognized for technology leadership, world-class quality and customer-centric focus accelerating time to revenue

Comprehensive support services to a global customer base

2,350+ employees around the globe focused on customer success

Infinera’s Journey

* Dell’Oro DWDM Long Haul Reports

2005: Shipped 10G PIC-based DTN, rapidly reaches $100M

2007: 10G wave market leader (47%)*, completed IPO

2000: Infinera founded, promises to do the impossible: PICs

2004: Introduced industry’s first large scale PIC

2014: Introduced Cloud Xpress for DCI

2015: Introduced Sliceable Photonics

Infinera acquires Transmode

2016: Introduction of Infinite Capacity Engine in Cloud Xpress 2 and new DTN-X platforms to power Cloud-scale networks

Infinera validates interoperability with white box open line system

2008: #1 market share in NA LH*

2017: New subsea DTN-X platforms to power cloud scale networks

New optical mobile transport solutions pave the way to 5G

Infinera Instant Network - the next generation of software defined capacity for cloud scale networks

2010: Leapfrogs 40G, invests in 100G

2012: Shipped 500G PIC-based DTN-X

…

2000

2004

2005

2007

2008

2010

2012

2013

2014

2015

2016

2017

…

Optical Transport Vendor Consolidation

Submarine Cable

https://www.submarinecablemap.com/

US Long-Haul Fiber-Optic Cable Network

Submarine Cable

Landing Site

-20%

20%

40%

60%

80%

100%

120%

140%

160%

Jun '12

Dec '12

Jun '13

Dec '13

Jun '14

Dec '14

Jun '15

Dec '15

Jun '16

Dec ‘16

129%

55%

DTN-X for 100G Long-haul

Cloud Xpress for 100G DCI

New Metro portfolio introduced

Xceed software suite and Cloud Xpress 2 introduced

INFN

CIEN

JNPR

CSCO

ADV

2x faster growth than closest competitors

Solid Industry Adoption

XT-3300, XT-3600 Meshponders, upgrade XTC-10 and XTC-4, MTC-6 FlexILS chassis and 20-port FlexROADM

Infinera Unified End-to-End Portfolio

XTM Series

DTN-X Family: XTC Series

Cloud Xpress Family

DTN-X Family: XT /S Series

XTG Series

XTC-10

XTC-4

XTC-2E

XTC-2

TM-3000

TM-301

TM-102

EDU

NID

CX 2

XT-500

XT/S-3300

XT/S-3600

DC INTERCONNECT

LONG-HAUL / SUBSEA

METRO

ACCESS

AGGREGATION

REGIONAL

CORE

INFINERA XCEED SOFTWARE SUITE AND DNA

Mobile

Front/Backhaul

Triple Play

Cable

Broadband

Business

Ethernet

Data Center

INFINERA OPEN FLEXIBLE GRID LINE SYSTEM

Unified Management through an end to end SDN capability coupled with a single Infinera NMS platform

Fully Addressing the Optical Transport Market

Infinera Position

#1 Worldwide Long-haul 100G

Market Share Excluding

China (2012-2016)

Long-haul

100G

#1 Worldwide Purpose-Built DCI Market Share (2016)

Data Center Interconnect

#1 Worldwide Metro 100G Ports

Growth (2015 Over 2016)

Metro

Sources: Dell’Oro 020A Long Haul Vendor Table Q4-16, assumes 50% of Huawei & ZTE revenue in China; Ovum Market share spreadsheet 4Q16 and 2016 Global ON; Dell’Oro 019A Metro Vendor Table Q4-16

Global Customer Base Across Optical Transport Markets

Over 600 customers spanning six continents

Three of the top four Internet Content Providers

Six of the top seven global cable operators

Leading North America and Pan-European wholesale operators

Tens of thousands of km of submarine cable lit

Conventional Approach

Technology Leadership Infinera Uniquely Delivers Massive Scale

Moore’s Law-like for Optical

Industry’s only large-scale photonic integrated circuit

World-Class Quality

Technology Leadership

The

Infinera

Experience

Time as a Weapon

Customer-Centric Focus

Thank You