Slide 1: Flex Reliability Solutions
Flex Reliability Solutions Paul Humphries Group President 40
Slide 2: Flex Reliability Solutions
Flex Reliability Solutions Automotive Health Solutions Industrial 41
Slide 3: Flex Reliability Solutions
Flex Reliability Solutions Automotive Health Solutions Industrial High complexity, Technology Exacting quality Products have Strong margin high technology and business standards – multi-year profiles; content and model innovation regulatory know- lifecycles with Positioned for vertical disrupting ex
Slide 4: Automotive overview
Automotive overview Autonomous Connectivity Electrification Smart Tech $25B $45B $10B $28B TAM TAM TAM TAM $700M 600+ $180+ new bookings vehicle nameplates content per vehicle 4 consecutive years of 10% bookings growth 43 Source: TAM market size for 2023 based on Frost & Sullivan, Yole, P3, IHS and
Slide 5: A highly regarded and highly differentiated offering
A highly regarded and highly differentiated offering Disruptive business Automotive design Strong reputation and Robust quality model adapted to competence and track record evidenced management the technology cross-segment by our industry and system supporting needs of today’s capability leverage cu
Slide 6: Electrification
Electrification High-efficiency DC-DC 48V DC-DC Converter bidirectional converter • Gen 3 design now launching with a European luxury brand OEM • 97% efficiency • Buck and Boost feature to control current & voltage • Streamlined software with a proprietary back-end programming tool 45 45
Slide 7: Health Solutions overview
Health Solutions overview Medical Devices Medical Equipment Drug Delivery $70B $48B $15B TAM TAM TAM $851M 18 out of 20 17 out of 20 new bookings top customers in top customers in biopharmaceuticals MedTech 46 Source: TAM market size based on EvaluateMedTech, Markets & Markets, Global Data, Technavi
Slide 8: Domain expertise across a broad set of capabilities
Domain expertise across a broad set of capabilities A complete solution: 30-year reputation for regulatory and quality excellence Design with integration Vertical integration Global footprint with NPI and manufacturing of advanced capabilities to maximize regional redundancy expertise to transfer te
Slide 9: Track record of bookings to revenue
Track record of bookings to revenue Update on a foundational customer partnership in Diabetes Management Earlier FY16 FY18 FY19 FY20 FY21 EU Launch Booking Regulatory Capex Launch Volume Flex Investor Day 2018 Current status • Well on-track; consistent execution • Strong delivery now leading to addi
Slide 10: Industrial overview
Industrial overview Capital Industrial Renewable and Power Systems Equipment Devices Grid Edge $70B $142B $111B $63B TAM TAM TAM TAM $1.2B 69 Continued new bookings new customers growth 49 Source: TAM market size based on Markets & Markets, Technavio, Allied Market Research, Global Market Insight an
Slide 11: Industrial differentiation
Industrial differentiation Design-led Customer Complex High Capabilities Solutions Transfers Reliability Systems Deployed Globally Engineering and Unmatched Repeatable and Deep domain design-led solutions in experience executing scalable system of expertise in multiple mechanicals, power, large, com
Slide 12: Design-led Advanced Battery System
Design-led Advanced Battery System • Battery Backup Unit for datacenter application • Over 255,000 systems • Flex design based on Flex BMS (Battery produced Management System) IP portfolio • 3-year partnership • Includes advanced fuel gauging, state of health and battery life monitoring critical for
Slide 13: Summary
Summary • Increase design-led engagements • Guide business mix to high value Automotive opportunities • Invest in capabilities for the future • Leverage synergies across the Health Solutions organization • Raise the group margin profile and accelerate growth Industrial 52
Slide 14: Flex Reliability Solutions
Flex Reliability Solutions Automotive Health Solutions Industrial 53