Diodes Incorporated · NASDAQ:DIOD
Diodes — Diodes Inc /Del/ — Shareholder Meeting (June 2014)
16 slides from Diodes's shareholder meeting presentation, Jun 2, 2014
Slide 1: Stockholders' Meeting Corporate Presentation
Stockholders’ Meeting Corporate Presentation May 27, 2014 Exhibit 99.1
Slide 2: Safe Harbor Statement
Page 2 Safe Harbor Statement Any statements set forth herein that are not historical facts are forward-looking statements that involve risks and uncertainties that could cause actual results to differ materially from those in the forward-looking statements. Such forward-looking statements include, b
Slide 3: About Diodes Incorporated
Page 3 A leading global manufacturer and supplier of high-quality application specific, standard products within the broad discrete, logic and analog markets, serving the computing, consumer, industrial, communications and automotive segments. About Diodes Incorporated
Slide 4: Business Objective
Page 4 Business Objective To consistently achieve above-market profitable growth , utilizing our innovative and cost-effective packaging technology, suited for high volume, high growth markets by leveraging process expertise and design excellence to deliver high quality semiconductor products.
Slide 5: Significant Market Opportunity
Page 5 $134 bn $28 bn $67 bn $40 bn $18 bn Opto $18 bn Std Logic Analog Discrete Micro/Special Memory 2013 Total Semiconductor Market ($306 bn) Significant Market Opportunity Diodes’ SAM: $9 - $11 bn Diodes’ SAM: $14 - $16 bn Diodes’ SAM: $2 - $4 bn
Slide 6: Diodes Growth Strategy
Page 6 Diodes Growth Strategy Many Paths for Growth: Product Portfolio Product arena Product line expansion Performance enhancement Application Space Targeted end equipment Broad customer base Increased product coverage Packaging Breadth Broad packaging portfolio Increased power density Small form f
Slide 7: Product Portfolio Progression
Page 7 2006 2010 Product Portfolio Progression Discrete Diodes MOSFETs Rectifiers Transistors Protection Devices Analog Power Management Power Switches Standard Linear Sensors LED Drivers Logic Low Voltage CMOS High Speed CMOS Advanced Ultra-Low Power CMOS
Slide 8: Efficiency, Functionality and Control for Smartphones
Page 8 Efficiency, Functionality and Control for Smartphones LCD Backlighting LED Drivers Boost Converters Schottky Diodes LCD / OLED Display Bias LCD Bias ICs OLED Bias ICs Schottky Diodes LED Flash Module Camera Flash Drivers ZXMN series MOSFETs Keypad Backlighting LED Drivers Boost Converters Sch
Slide 9: Packaging Focus: Miniaturization and Power Efficiency
Page 9 Packaging Focus: Miniaturization and Power Efficiency SOT143/SC82 SOT23F SOT23/523 SC59 SOD-323F SOD123/323 SOT666 SOT953/963 SOT26/363 SOT25/353 TSOT23-3/5/6 TO252 TO220/263/ ITO220S SOT223 SIP-3/4 PM-III QSOP16/20L MSOP8/10 SOIC-8/10 TSSOP8 TSSOP14/16 SOIC14/16 PD-5 PD-123/323 Power DI 5060
Slide 10: Packaging Focus: Miniaturization and Power Efficiency
Page 10 Packaging Focus: Miniaturization and Power Efficiency Power Efficiency Miniaturization DFN 0603-2 Possibly the smallest Discrete semiconductor package. Compared to a TO252, the PowerDI ® 5 package delivers twice the power density from a 55% smaller footprint. PowerDI ® TO252
Slide 11: Annual Revenue Growth Rates
Page 11 Annual Revenue Growth Rates Outperforming the Industry 2003 to 2013 Growth Diodes Inc.: 19.7% SAM Industry: 3.81% Industry (Discrete + Analog + Logic) *Acquisition Years
Slide 12: Revenue Growth
Page 12 Revenue Growth ( In millions ) ( * The year with acquisition ) * * * *
Slide 13: Revenue Profile – 1Q2014
Page 13 10% 80% 10% Asia Pacific Europe North America 68% 32% Distribution OEM / EMS 20% 20% 22% 34% 4% Industrial Consumer Communications Automotive Computing Revenue Profile – 1Q2014 By Channel By Region By End Market
Slide 14: First Quarter 2014 Financial Performance
Page 14 First Quarter 2014 Financial Performance In millions, except per share 1Q13 4Q13 1Q14 Q/Q Y/Y Revenue $177.0 $211.0 $210.0 -$1.0 $33.0 Revenue Growth -0.5% 18.6% Gross Margin % (GAAP) 26.1% 28.8% 29.3% 50bp 320bp Gross Profit (GAAP) $46.2 $60.8 $61.6 $0.8 $15.4 Net Income (GAAP) -$1.9 $6.2 $
Slide 15: Balance Sheet
Page 15 Balance Sheet Dec 31, 2013 Cash $157 $197 $212 Short-term Investments $23 $21 Inventory $153 $180 $177 Current Assets $491 $650 $643 Total Assets $920 $1162 $1141 Long-term Debt $ 44 $ 183 $ 165 Total Liabilities $200 $419 $386 Total Equity $720 $744 $755 Mar 31, 2014 In millions Dec 31, 201
Slide 16: Thank you
Diodes was named one of the 10 Best Stocks of the Past 20 Years – March 2012 Thank you Company Contact: Diodes Incorporated Laura Mehrl Director of Investor Relations P: 972-987-3959 E: laura_mehrl@diodes.com Investor Relations Contact: Shelton Group Leanne K. Sievers EVP, Investor Relations P: 949-