Comet Holding Ag · SIX:COTN
Comet — Investor Day (November 2018)
19 slides from Comet's investor day presentation, Nov 13, 2018
Slide 1: Comet Group Investor Day 2018
X-RAY SYSTEMS Comet Group | Investor Day 2018 | November 13, 2018 1
Slide 2: Exciting business with attractive potential
IXS “Exciting business with attractive potential” % Group sales H1 2018 Addressable market IXS Current market share Customers Medical COMPO- Electronics NENTS 28% Automotive & Foundries CHF X-RAY END SYSTEMS 760m USERS Science & OEMs New Materials Aerospace Wheel Tire Source: Yxlon Comet Group | Inv
Slide 3: X-ray solutions in the digital world: expanding prospects by changing the perception
X-RAY SYSTEMS THOMAS WENZEL VICE PRESIDENT TECHNOLOGY, COMET GROUP X-RAY SOLUTIONS IN THE DIGITAL WORLD: EXPANDING PROSPECTS BY CHANGING THE PERCEPTION Comet Group | Investor Day 2018 | November 13, 2018 3
Slide 4: The future is driven by data and information
The future is driven by data and information Technology with Passion Comet Group | Investor Day 2018 | November 13, 2018 4
Slide 5: Digitalization, Big Data and Data Science push for extension of competencies in software
The future is driven by data and information Digitalization, Big Data and Data Science push for extension of competencies in software DATA IS THE NEW OIL AND INTELLIGENT INFORMATION IS THE NEW CURRENCY $ Extract Refine Monetize Hardware Software (Sensor) (Intelligent data) Comet Group | Investor Day
Slide 6: IXS has a strong asset: information density of CT sensor is unrivalled
The future is driven by data and information IXS has a strong asset: Information density of CT sensor is unrivalled Information density of different sensor types High density of data Temperature combined with high reliability sensor of extracted information is an enabling element for Big Optical s
Slide 7: Machine Learning challenges classic image processing approaches
The future is driven by data and information Machine Learning challenges classic image processing approaches Today solutions for Machine & Deep defect recognition Learning opens a are based on classic door to different image filtering approaches and algorithms solutions for recognition and classific
Slide 8: Creating value from data analysis will allow IXS to expand its business in future
X-ray solutions in the digital world: Expanding prospects by changing the perception Creating value from data analysis will allow IXS to expand its business in future Process optimization Enabler for new production methods Metrology IXS | System Business Inspection New capabilities Existing capabili
Slide 9: Creating value from data analysis will allow IXS to expand its business in future
X-ray solutions in the digital world: Expanding prospects by changing the perception Creating value from data analysis will allow IXS to expand its business in future Focus on Process optimization Enabler for new production methods Metrology IXS | System Business Inspection New capabilities Existing
Slide 10: Process optimization and yield improvement – how can x-ray help?
Optimizing customers’ processes Process optimization and yield improvement – how can x-ray help? Why are customers using x-ray in a production environment today? To prevent faulty parts from hitting the street Current focus is on defects The remaining data Information about defects is less than 95%
Slide 11: Process optimization and yield improvement – how can x-ray help?
Optimizing customers’ processes Process optimization and yield improvement – how can x-ray help? Why should customers use x-ray in a production environment tomorrow? To enable process optimization in addition to inspection of single parts Future focus on process optimization Information about proces
Slide 12: Focusing on information that drives the competitiveness of our customers
Optimizing customers’ processes Focusing on information that drives the competitiveness of our customers Optimizing the “optimization loop“ by providing better data at every stage of customers‘ production process Define Measure Analyze Improve Control Comet Group | Investor Day 2018 | November 13, 2
Slide 13: Focusing on information transfer that drives the competitiveness of our customers
Optimizing customers’ processes Focusing on information transfer that drives the competitiveness of our customers Electronics manufacturing line Manufacturing information system Bi-directional communication through standardized protocols Machine-to-machine communication and data transfer through sta
Slide 14: Creating value from data analysis will allow IXS to expand its business in future
X-ray solutions in the digital world: Expanding prospects by changing the perception Creating value from data analysis will allow IXS to expand its business in future Process Process optimization Focus optimization on Enabler for new production methods Metrology IXS | System Business Inspection New
Slide 15: Additive Manufacturing: Support along the process chain
IXS: Enabler for new production methods Additive Manufacturing: Support along the process chain CT enables 3D printing Quality assumption Qualification of powder via CT scan of test pieces Design Manufacturing Quality Control Reverse Engineering Qualification of printing Detection of defects via s
Slide 16: Focusing on information that drives the competitiveness of our customers
IXS: Enabler for new production methods Focusing on information that drives the competiveness of our customers Qualification of powder Manufacturing Ti6Al4V powder Volume of 50,000 powder particles in 2mm x 2mm x 2mm Voxel resolution of CT scan: 2µm In homogeneous powder structure Powder w
Slide 17: Partnering in technology and application: Essential to grow necessary competencies
Partnering to enable ourselves Partnering in technology and application: Essential to grow necessary competencies Metrology Tool making 3D visualization Data science Comet Group | Investor Day 2018 | November 13, 2018 17
Slide 18: Key message
X-ray solutions in the digital world: Expanding prospects by changing the perception Key message 1 The best hardware combined with new technologies is the way forward 2 High density of information of IXS sensors can optimize customers’ production 3 IXS enables new production methods 4 Expanding mark
Slide 19: Thank you for your interest
Thank you for your interest Technology with Passion Comet Group | Investor Day 2018 | November 13, 2018 19