Tokyo Electron Device Limited · TSE:2760

Tokyo Electron Device — H1 FY2004 Earnings Presentation

24 slides from Tokyo Electron Device's earnings presentation, Oct 30, 2003

1. Slide 1: PMR ae AE

   2003 10 30 2004 3 PMR ae AE

2. Slide 2: 2003 2004 38,051 100.0 40,454 100.0 6.3 4,830 12.7 5,426 13.4 12.3 1,233 3.2

   2004 2003 3 2004 3 38,051 100.0 40,454 100.0 6.3 4,830 12.7 5,426 13.4 12.3 1,233 3.2 1,349 3.3 9.4 1,000 2.6 1,187 2.9 18.7 563 1.5 686 1.7 21.9 35,211.63 29,854.62 2

3. Slide 3: 2004 2003 19,889 19,646 11,004 12,943 1,939 685 458 227 326 327 1 568

   2004 2004 3 2003 3 483 820 337 19,889 19,646 243 11,004 12,943 1,939 685 458 227 326 327 1 568 469 98 2,083 1,903 179 35,041 36,569 1,527 3

4. Slide 4: 2004 2003 5,948 7,184 1,235 4,500 4,500 2,384 2,056 7 8,000 8,000 2,604 2,851

   2004 2004 3 2003 3 5,948 7,184 1,235 4,500 4,500 2,384 2,056 327 8,000 8,000 2,604 2,851 247 23,437 24,592 1,155 2,495 2,495 2,054 2,054 7,053 7,426 372 11,603 11,976 372 35,041 36,569 1,527 4

5. Slide 5: 2003 2004 1,031 1,169 1,468 0.2 0.4 0.6 758 337 421 5

   2004 2003 3 2004 3 301 730 1,031 110 93 16 1,169 299 1,468 0.2 0.4 0.6 758 337 421 5

6. Slide 6: 2003 2004 33,388 87.7 35,688 88.2 2,300 1,537 4.0 1,810 4.5 272 1,394 3.7

   2004 2003 3 2004 3 33,388 87.7 35,688 88.2 2,300 1,537 4.0 1,810 4.5 272 1,394 3.7 1,413 3.5 19 1,732 4.6 1,542 3.8 189 38,051 100.0 40,454 100.0 2,402 6

7. Slide 7: 2003 2004

   2004 3 2003 3 2004 3 7

8. Slide 8: PDP DVD STB POS PC

   2004 > &v PDP DVD STB POS PC

9. Slide 9: 2003 2004

   2004 2003 3 2004 3 9

10. Slide 10: 2004

    2004 8 11 5 280 4 11 13 10

11. Slide 11: 2003 2004

    2004 2003 3 2004 3 11

12. Slide 12: ‹ 1:2 2003 ‹ ‹

    ‹ 1:2 1 2 2003 9 30 ‹ 7 2 10 ‹ 10 12

13. Slide 13: 13

    13

14. Slide 14: 2003

    2003 4 28 14

15. Slide 15: 15

    15

16. Slide 16: 16

    16

17. Slide 17: 2002 2002 2,500 2,500 2,000 2,000 1,500 1,500 1,000 1,000 0 500 2002/3 2003/3

    2002 2002 2,500 2,500 2,000 2,000 1,500 1,500 1,000 1,000 500 500 2002/3 2003/3 2004/3 2002/3 2003/3 2004/3 17

18. Slide 18: 2004

    2004 9 4 18 13 9 2 19 18

19. Slide 19: 2003 2004 78,811 83,000 2,574 2,800 1,423 1,590 84,950.33 34,565.22 15.7% 13.1% 19

    2004 2003 3 2004 3 78,811 83,000 5 2,574 2,800 9 1,423 1,590 12 84,950.33 34,565.22 15.7% 13.1% 19

20. Slide 20: • • • •

    • • • • 20

21. Slide 21: 1/2 3,000 2,000 1,382 1,000 2002/3 2003/3 2004/3 1

    1 1/2 3,000 2,000 1,382 1,000 823 801 2002/3 2003/3 2004/3 21

22. Slide 22: 2/2 1,500 1,000 2002/3 2003/3 2004/3

    1 2/2 1,500 1,000 816 795 500 391 2002/3 2003/3 2004/3 22

23. Slide 23: 2

    2 23

24. Slide 24: 24

    24

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