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XPE SWOT Analysis

Strengths

Patent protected, highly innovative technology, which addresses a global, high growthmarket.-

Early endorsement by industry leader Intel.-

Substantial cash balance, providing eighteen months of operational runway.

Weaknesses

The relatively short operational track record provides limited insight into the company’s
performance.-

The company’s size relative to its bu
siness partners, which are typically substantiallylarger, may lead to suboptimal outcomes in commercial negotiations.

Opportunities

The Internet of Things is large and growing very fast, creating many opportunities for agiletechnology companies in the semiconductor space, services around the hardwaredesign and implementation as well as Big Data derived from the installed base of IoTdevices.-

In addition to the very substantial market for IoT-related semiconductors we see largepotential for XPE to monetize its future data base of user preferences and user behavior,e.g. when users switch on home appliances, lights etc. as well as TV viewing habits. In ourview, this data may be highly valuable to a range of companies, such as advertising andconsumer focused companies.

Threats

Competing technology, potentially emerging from large industry peers, would limit the
market potential of XPE’s technology.


Potential exclusion from standard-setting bodies, such as the OCF, may substantially
inhibit XPE’s future growth.

Patents
XPE owns eight patents (granted or pending) in fourteen geographies, including the US, Australia,Europe and China, the key patent being #9,136,913 granted in the US and globally underPCT/AU2010/000358)