Diodes Incorporated · NASDAQ:DIOD
Diodes — Diodes Inc /Del/ — Shareholder Meeting (June 2008)
9 slides from Diodes's shareholder meeting presentation, Jun 2, 2008
Slide 1: Diodes Incorporated 2008 Annual Shareholders' Meeting
Exhibit 99.1 Diodes Incorporated 2008 Annual Shareholders’ Meeting May 29, 2008 Dr. Keh-Shew Lu’s remarks I would like to welcome everyone to Diodes’ 2008 Shareholder Meeting. I am Dr. Keh-Shew Lu, Diodes’ President and CEO. Before I start my remarks, I’d like to read the safe harbor statement regar
Slide 2: About Diodes and 2007 Financial Results
electronics, communications, industrial and automotive industries. Our business objective is to consistently achieve profitable growth utilizing our innovative and cost effective semiconductor packaging technology. We have over 2200 employees and have 14 locations globally. In terms of our growth ra
Slide 3: Significant Market Opportunity
And when you look at the period of 2003 through 2007, Diodes’ CAGR far exceeded that of the industry. Slide 5 — Significant Market Opportunity In terms of overall market opportunity, in 2007 the semiconductor market generated $256 billion dollars in revenue with an estimated CAGR of 7.1% between 200
Slide 4: Growth Strategy and Zetex: A Winning Combination
(2) Differentiate our business with innovative and cost effective process and packaging technologies (3) Expand our market share in high-growth end markets with short design cycles (4) Leverage our existing customer base to drive additional product sales (5) Introduce new products to drive future bu
Slide 5: Zetex Strengths, Synergies and Product Breadth
Zetex has: 1) Strong proprietary wafer process and packaging technology 2) A solid application and design team 3) A strong presence in Europe, and a 4) Focus on the industrial, communications and automotive markets When combined, there are many synergies including: 1) A broadened product portfolio t
Slide 6: End Market Diversification and Geographic Mix
Slide 9: End Market Diversification In terms of end market diversification, Diodes’ focus on the high growth portable market segments of consumer, computing and communications represented 88% of our 2007 revenue, whereas Zetex has a 57% concentration in the industrial and automotive markets. When co
Slide 7: Customer Relationships and Efficient Manufacturing
Slide 11: Broad and Deep Customer Relationships The world-class customer base from both companies can benefit from the broad product portfolio offered by the combined company. In addition, we believe there are complementary strengths and cross-selling synergies within a greatly expanded customer bas
Slide 8: Investment Highlights
Forbes also ranked Diodes 16th on the list of the 200 best small companies, and we ranked 2nd for EPS growth. Slide 14: Investment Highlights In conclusion, I believe there are several compelling reasons why Diodes remains a good investment for our shareholders. 1) Our focus on application specific
Slide 9: Q&A Session
Q&A Session Upon Completion of the Q&A... Thank you for your participation today.