Cvd Equipment Corporation · NASDAQ:CVV
Cvd Equipment — Shareholder Meeting (November 2018)
27 slides from Cvd Equipment's shareholder meeting presentation, Nov 2, 2018
Slide 1: Company Update: Annual Shareholder Meeting
Company Update Annual Shareholder Meeting November 2, 2018 NASDAQ: CVV © 2018 CVD Equipment Corporation | All rights reserved enabling tomorrow’s technologies™
Slide 2: Safe Harbor Statement
Safe Harbor Statement Certain statements in the following presentation relate to future results that are forward looking statements as defined in the Private Securities Litigation Reform Act of 1995. Actual results may differ materially from those projected as a result of certain risks and uncertain
Slide 3: Welcome to the CVD Equipment 2018 Annual Shareholder Meeting
Welcome to the CVD Equipment 2018 Annual Shareholder Meeting Meeting Focus Areas ❑ Company insight ❑ Growth markets and trends ❑ 2018 operational activities to support growth ❑ Product line expansion © 2018 CVD Equipment Corporation | All rights reserved enabling tomorrow’s technologies™
Slide 4: At a Glance
enabling tomorrow’s technologies™ CVD Equipment Corporation is a leading deposition equipment At a Glance and coating solutions supplier since 1982 NASDAQ: CVV “We provide turnkey equipment solutions, comprised of substrate handling, FOUNDED instrumentation, reactor geometry, Market Drivers: process
Slide 5: How we enable tomorrow's technologies
How we enable tomorrow’s technologies ❑ Innovation leader since 1982 Aerospace & Defense Electronics & MEMS ❑ Equipment, Thin Films, Coatings, and Surface Modification • Equipment Design and Development • Production Scale Manufacturing • Installation, Start-up, and Operational Service ❑ Material Coa
Slide 6: Our Company, Products, and Services
Our Company, Products, and Services Anti-Corrosion R&D CVD Process Tantalum Surface Systems Treatment Direct Write Thermal Spray (DWTS) Advanced R&D, Pilot, and Technology Volume Production CVD Process Systems Electronic Materials Advanced Industrial Manufacturing CVD Process Systems AIM Corporate H
Slide 7: CVD Heading into the Future
CVD Heading into the Future Leveraging know-how and expanding customer base to accelerate growth GAS & RESEARCH & DIRECT WRITE CHEMICAL DEVELOPMENT PRINTED DELIVERY EQUIPMENT ELECTRONICS SYSTEMS Growth in Equipment 1982 2001/2 2006 2016 and Material Services 2017 through Organic Innovation Surface F
Slide 8: Welcome to the CVD Equipment 2018 Annual Shareholder Meeting
Welcome to the CVD Equipment 2018 Annual Shareholder Meeting Meeting Focus Areas ❑ Company insight ❑ Growth markets and trends ❑ 2018 operational activities to support growth ❑ Product line expansion © 2018 CVD Equipment Corporation | All rights reserved enabling tomorrow’s technologies™
Slide 9: Aerospace & Defense Market
Aerospace & Defense Market CVD Market Opportunities & Drivers ❑ The global Ceramic Matrix Composite (CMC) market size is projected to reach US$ 6.86 billion by 2025, according to a new report by Grand View Research, Inc., exhibiting a CAGR of 13.0% during the forecast period Aerospace & Defense ▪ CV
Slide 10: Aerospace & Defense Market
Aerospace & Defense Market CVD Market Opportunities & Drivers ❑ Global Thermal Spray Market in 2017: $8.09B ▪ Aerospace has largest market share with approx. 34% Aerospace ❑ Emerging Structural Electronics Market: Estimated to be $60B by 2025 & Defense ▪ MesoScribe’s MesoPlasma™ Printing Technology
Slide 11: Aerospace & Defense Market: Core Competencies & Products
Aerospace & Defense Market CVD Core Competencies & Products ❑ CVD Equipment: ▪ CVD Ceramic Matrix Composites (CMC), Equipment for engine components fabrication and specialty shell structure materials. Aerospace ▪ CVD by invite only, attended the USAF CMC Technology Interchange Meeting & Defense in O
Slide 12: Aerospace & Defense Market: CVD Materials
Aerospace & Defense Market CVD Core Competencies & Products ❑ CVD Materials: ▪ MesoScribe™ presently shipping into aerospace and satellite applications, (heaters, laminate electronics, thermal measurement Embedded electronics, crack sensors) Sensing ▪ Selected to receive 3 Government contracts, ~$1M
Slide 13: Biomedical Market
Biomedical Market CVD Market Opportunities & Drivers ❑ Various references expect the medical orthopedic implants market is to witness a CAGR of 6% to 7% from 2015 to 2023 reaching up to US$ 140 billion by 2023 ▪ CVD Equipment: Ta deposition and infiltration equipment for biocompatible implant Biomed
Slide 14: Biomedical Market: Core Competencies & Products
Biomedical Market CVD Core Competencies & Products ❑ CVD Equipment: ▪ Launched CVDVP150™ system for biocompatible coatings for orthopedic implants ▪ Launched CARBON+150TM system for VACNT (vertically aligned Biomedical nanotubes) and CVI (Chemical Vapor Infiltration) used to fabricate “Reactor Core
Slide 15: Biomedical Market, CVD Equipment Intellectual Property
Biomedical Market, CVD Equipment Intellectual Property Key patent application was filed for a family of novel “Fluid Reactors”. The primary novel component is a “Reactive Core Element” which is fabricated using CVD’s Carbon Nanotube (CNT) growth and infiltration process. In addition to process capab
Slide 16: Industrial Market
Industrial Market CVD Market Opportunities & Drivers ❑ Global industrial valve and component market is expected growth at 4% CAGR to US$84B in 2023 Industrial CVD Equipment and Materials Product End Use Applications ▪ High value applications for protective (TiN, TiCN) coating systems capability ❑ Di
Slide 17: Industrial Market
Industrial Market CVD Market Opportunities & Drivers ❑ Tantaline® current global addressable market size is ~US$110M (internal CVD estimates) ▪ CVD Materials: Tantaline® and newly developed Tantaline+™ deposition services utilized to provide superior corrosion protection in aggressive petro/chemical
Slide 18: Industrial Market for Tantaline
Industrial Market for Tantaline® CVD Core Competencies & Products ❑ CVD Equipment: ▪ Decades of Ta chemical vapor deposition system experience ▪ Many standard and customer specific systems have been sold to date for Ta deposition ❑ CVD Materials: Industrial ▪ Tantaline® line of products sold thru Ty
Slide 19: Industrial Market, CVD Equipment Intellectual Property
Industrial Market, CVD Equipment Intellectual Property Three (3) patent applications were filed for an enhanced Tantaline® process expanding the range of treatable substrate materials. We believe that we are the only providers of such corrosion protection for advanced Nickel-based alloys and Titaniu
Slide 20: Emerging Electronics Market
Emerging Electronics Market CVD Market Opportunities ❑ In 2016 the bulk GaN substrate market was estimated at about 60,000 wafers (Two Inch Equivalent). “Essentially all commercial GaN wafers are produced by HVPE technology, but details of the growth process and separation techniques vary by Electro
Slide 21: Emerging Electronics Market: Core Competencies & Products
Emerging Electronics Market CVD Core Competencies & Products ❑ CVD Equipment: ▪ Launched HVPE400™ for bulk electronic material production in 2018 and in final qualification phase. Electronics ▪ Developed HVPE system for 150mm bulk GaN and AlN based Materials power electronics and lasers & MEMS ❑ CVD
Slide 22: Welcome to the CVD Equipment 2018 Annual Shareholder Meeting
Welcome to the CVD Equipment 2018 Annual Shareholder Meeting Meeting Focus Areas ❑ Company insight ❑ Growth markets and trends ❑ 2018 operational activities to support growth ❑ Product line expansion © 2018 CVD Equipment Corporation | All rights reserved enabling tomorrow’s technologies™
Slide 23: Infrastructure Activities Supporting Growth
Infrastructure Activities Supporting Growth ERP System Advance Design Modeling Dedicated Material Group Building ❑ Implemented new Enterprise ❑ Advanced Dynamic and Gas ❑ Dedicated 180,000 sq. ft. to support Resource Planning system in late modeling enables simulation and the growth of CVD Materials
Slide 24: Welcome to the CVD Equipment 2018 Annual Shareholder Meeting
Welcome to the CVD Equipment 2018 Annual Shareholder Meeting Meeting Focus Areas ❑ Company insight ❑ Growth markets and trends ❑ 2018 operational activities to support growth ❑ Product line expansion © 2018 CVD Equipment Corporation | All rights reserved enabling tomorrow’s technologies™
Slide 25: 2018 CVD Materials: Gaining Market Adoption
2018 CVD Materials: Gaining Market Adoption ❑ Gaining market adoption with increase ❑ MesoPlasma™ Printing Technology in repeat orders ❑ Turbine Engine Component ❑ Miniature mechanical and ❑ Internally developed proprietary Monitoring: Diagnostic Sensing electromechanical devices Tantaline+™ treatme
Slide 26: Materials Group: Coming in 2019, Web Storefront
Materials Group: Coming in 2019, Web Storefront Corrosion resistant fittings, Thermal measurement Heaters (flat, flexible CVD Quartzware valves and components instrumentation material and tubular) © 2018 CVD Equipment Corporation | All rights reserved enabling tomorrow’s technologies™
Slide 27: Thank you for your attendance and attention
Thank you for your attendance and attention © 2018 CVD Equipment Corporation | All rights reserved enabling tomorrow’s technologies™