Ferrotec Corporation · TSE:6890

Ferrotec — H1 FY2008/3 Earnings Presentation

27 slides from Ferrotec's earnings presentation, December 2007

  1. Slide 1: 2008年3月期 中間決算説明会資料

    2008 3 2007 12 3 6890 http://www.ferrotec.co.jp/ 2007 1 6 2007 4 2007 9 2008 3 2007 11 22

  2. Slide 2: 2D SD

    Fenso lec 2007/3 148 2008/3 179 2D SD

  3. Slide 3: 21,105 23,946 32,517 35,500 08/3 ( 30.6% 16.3% 53.1%

    21,105 23,946 32,517 35,500 08/3 ( 30.6% 16.3% 53.1%

  4. Slide 4: ‡ ( 5,478 6,181 7,070 8,701 9,710 9,150 EB-

    ‡ ( 5,478 6,181 7,070 8,701 9,710 9,150 EB-

  5. Slide 5: FPD Ferro Drive

    ( . 08/3 • • FPD 7 • • 2. 08/3 ( • • FPD • • TM Ferro Drive

  6. Slide 6: FLED

    Fenso lec 2007/3 FLED 2008/3

  7. Slide 7: OEM LED OEM

    ( . 08/3 • 300 • (2 OEM • • 2. 08/3 ( • 300 • OEM • • LED •

  8. Slide 8: 2007/3 24.0 2008/3 35.0

    Fenso lec 2007/3 24.0 2008/3 35.0

  9. Slide 9: ‡ 1,423 1,985 2,235 3,051 2,770 3,010 (

    ‡ 1,423 1,985 2,235 3,051 2,770 3,010 (

  10. Slide 10: _ 08/3 2. 08/3

    Fenso lec _ 08/3 2. 08/3

  11. Slide 11: 2007/3 2008/3

    Fenso lec 2007/3 2008/3

  12. Slide 12: 2007 HP

    Fenso lec 2007 10 HP

  13. Slide 13: DRAM

    ( 11,460 10,860 8,879 . 08/3 ( . 08/3 ( DRAM 5,514 5,946 5, 428 5,432

  14. Slide 14: ( 10,353 10,322 6,638 2. 08/3 5, 5, 5, 4,890

    ( 10,353 10,322 6,638 2. 08/3 5, 432 5, 173 5, 180 4,890

  15. Slide 15: • • • • • • • •

    • • • • • • • •

  16. Slide 16: [mn HS SW) —o- wWASRCEPD | .

    Fenso lec / / kw 2600000 [mn HS SW) —o- wWASRCEPD | . 2000000 F : 1500000 o * 1000000 } “ _ 500000 } ol ii ai 2001 2002 2003 2004 2005 2006 2007 2008

  17. Slide 17: 08/3 Fenso lec

    08/3 Fenso lec

  18. Slide 18: 08/3 Fenso lec

    08/3 Fenso lec

  19. Slide 19: 07/3 08/3 Ferro lec

    07/3 08/3 Ferro lec

  20. Slide 20: |

    Fenso lec |

  21. Slide 21: 1999 08/3 1996 1987

    1999 56 08/3 355 1996 36 1987 24

  22. Slide 22: 2006 2005 2001 1999

    2006 2005 2001 1999

  23. Slide 23: ( 2008 2,892 1,776 1,170 2,191 2049 1,573 1,297 4 1,254 1,241 1,070 1,079

    ( 19 2008 3 796 2,892 1,776 1,170 2,191 2049 1,573 1,297 1164 1,254 1,241 1,070 1,079 885 701 639 677 425 542 69 -136 -186 -251 -353 -487 -477 -936 -953 -1,219 -1,293 -1,164 -1,396 -1,329 -2,275 -2,212 -2,312 -2,665

  24. Slide 24: Fenso lec

    Fenso lec

  25. Slide 25: M&A

    M&A M&A 2007 KSMC Ferrotec Korea Co., Ltd. 2006 11 2 (12 2006 9 2005 12 Ceramics 2005 7 NORD 2005 5 KSM 2004 10 Advanced Fluid Systems 2004 7 2003 10 2002 7 2002 2 CMS 2002 2 200 4 200 3

  26. Slide 26: 1A ¢ FRLBTIV EA 9S — On

    Fenso lec (P40 585 ) 1A ¢ FRLBTIV EA 9S — On BEM. ASY—ILOEH SH & SA] ¢ thet Woy UD> mess LD Y — IVA. RHE Y—ILICRO BWASE. BEPASRUCO. HR eoOPGLISTeORMeNE. c ORSTNEVEO D+ YhELT. SADY UIT HERA —D-ICS MRALIC. TSCKBITO-—TFIL 4749 ARM, BBY UIYHS RSILPSRELL OPAC. TNO SAME LT. MV —)|VERORS, BHU ALK, THNlé. S

  27. Slide 27: (BARD 604F)

    Fenso lec (BARD 604F) SHWE (MH) CSHT.TIVUASIL Fy 2 (tk) SRW. H+HARY UI YORE. FEZ RE. 45 ¢ FEC (CRETE RIB MBO D RHA zHE. 5A ° EATON#H 8-4 4 ViEZARAVFOR A fia. 7A * ARSE 5 1, S75 AIC. *THSBISHOSTERIBL. 5 SAORTEMBLEDOT. BAG BIPIFVACH) (RR) vo) BAKU JAFCOMMBRAGON YF v—-FreESILDRASMTSTE (Choe. 12H ° SHME

Ferrotec — H1 FY2008/3 Earnings Presentation on 6ix