Diodes Incorporated · NASDAQ:DIOD
Diodes — Diodes Inc /Del/ — Investor Luncheon New York City 2010
10 slides from Diodes's conference presentation, May 27, 2010
Slide 1: Investor Luncheon New York City May 24, 2010
Investor Luncheon New York City May 24, 2010
Slide 2: Safe Harbor Statement
Safe Harbor Statement Page 2 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
About Diodes Page 3 A leading global manufacturer and supplier of high-quality application specific, standard products within the broad discrete and analog semiconductor markets, serving the computing, consumer electronics, communications, industrial and automotive segments.
Slide 4: Business Objective
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 market-leading semiconductor products Page 4
Slide 5: 2009 Total Semiconductor Market ($226 bn) Significant Market Opportunity
2009 Total Semiconductor Market ($226 bn) Significant Market Opportunity Page 5 Logic Memory Analog Discrete 22 114 45 36 17 Memory $113 bn $22 bn $45 bn $32 bn $14 bn Diodes' SAM: $4 - $6 bn Diodes' SAM: $9 - $11 bn Logic Analog Discrete Opto
Slide 6: Broad and Diverse High-Volume Product Offering
Page 6 Broad and Diverse High-Volume Product Offering Discrete Discrete Standard ICs ASSP ASSP Diodes Rectifiers Standard Linear ICs Power Management ICs Sensors Schottky Diodes Schottky Rectifiers Linear Voltage Regulators DC-DC Switching Regulators Unipolar Hall Switches Zener Diodes Super Barrier
Slide 7: Revenue Profile - 1Q10
Revenue Profile - 1Q10 By Channel By Region By Segment Page 7 16% 73% 11% Asia Pacific Europe North America 53% 47% Distribution OEM 28% 20% 17% 32% 3% Industrial Consumer Electronics Communications Automotive Computing
Slide 8: First Quarter 2010 Financial Performance
First Quarter 2010 Financial Performance Page 8 Revenue $78 $130 $137 $59 $7 Revenue Growth (10%) 7% 5% 76% 5% Gross Profit $14 $42 $48 $34 $6 Gross Margin % 18.6% 32.1% 34.9% 1630 bp 280 bp Operating Profit ($8) $14 $19 $27 $5 Net Income ($11) $14 $15 $26 $1 Earning per share ($0.26) $0.32 $0.33 $0
Slide 9: Second Quarter 2010 Outlook
Second Quarter 2010 Outlook Revenue expected to range between $142-$148 million, up 4% to 8% sequentially This forecast represents our fifth consecutive quarter of revenue growth and will signify another quarterly revenue record Gross Profit is expected to increase at a rate comparable to our revenu
Slide 10: Thank you
Thank you Company Contact: Diodes Incorporated Carl Wertz VP, Finance and Investor Relations P: 805-446-4800 E: carl_wertz@diodes.com Investor Relations Contact: Shelton Group Leanne K. Sievers EVP, Investor Relations P: 949-224-3874 E: lsievers@diodes.com www.diodes.com
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