Lighting Science Group Corp · OTC:LSCG
Lighting Science — J.P. Morgan LED General Lighting Symposium (September 2010)
17 slides from Lighting Science's conference presentation, Sep 2, 2010
Slide 1: J.P. Morgan LED General Lighting Symposium
J.P. Morgan LED General Lighting Symposium New York September 2, 2010 Exhibit 99.1
Slide 2: Safe Harbor Statement
Certain statements in this presentation constitute “forward-looking statements” relating to Lighting Science Group Corporation (“LSG” or the “Company”) within the meaning of the Private Securities Litigation Reform Act of 1995. All statements regarding future events, our business strategy and our fi
Slide 3: Lighting Science Group Vision
“I have to admit that it seems to be brighter than the 75W incandescent bulb I have in the utility room.” Lighting Science Group Corporation designs, develops, manufactures and markets LED lighting solutions. By applying the science of light, our team outperforms the competition and delivers on the
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Slide 5: Technology Leadership
Technology Leadership NASA Bayer Cypress University of Florida National Semiconductor Jefferson Harvard University University of Sydney University of Oxford Oak Ridge National Lab Military/Municipal
Slide 6: Areas of Focus
Lighting Design Thermal Management Optics Power Supplies Intelligent Controls Areas of Focus
Slide 7: Technology Integration
“I have one bulb in a ceiling fixture point down – works great!” Technology Integration Thermal Solution: • Function & Form • Convection & Conduction • Optimized for Tj model Optical System: • Design • Materials • Absorption Power Supply: • Optimized V f output • High Efficiency • Balanced component
Slide 8: Our Competitive Advantages
• System Optimization • Higher utilization of available chip lumens drives greater efficacy and lower first costs • Subcomponent Modularity • Economies of scale • Reduced complexity • Manufacturing Capability • Integrated development and early commercialization • Insourced and outsourced low cost pr
Slide 9: Demonstrated Advantage
Demonstrated Advantage C2D Symetrie *LSGC C2D compared LSGC Best in Class Competition *DFN 30 WW compared *CRD A WW compared
Slide 10: Markets Served
Markets Served LSG has developed a uniquely complete product portfolio that enables it to provide solutions to a broad range of market segments. Managed as three distinct product families, we currently focus on market segments where we can provide the most compelling ROI possible. LSG Infrastructure
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Slide 12: Strategic Relationship with The Home Depot
Strategic Relationship with The Home Depot • LSG is Home Depot’s preferred provider and product development partner with respect to LED lamps and fixtures • Full line of New EcoSmart LED Lamps available this year • LSG has the option to provide any of Home Depot’s branded LED lamps and fixtures
Slide 13: LED Projected Market Elasticity
Inelastic – Price decrease hurts revenue Elastic – Price decrease improves revenue Inelastic – Price decrease hurts revenue LED Projected Market Elasticity Adoption curve was generated by using over choice based questions to derive preference between unbranded Incandescent, CFL and LED offerings. Th
Slide 14: Projected Luminaire Performance/Cost Trajectories
LSGC Projected Luminaire Performance/Cost Trajectories
Slide 15: Production Strategy: Global Footprint
Production Strategy Global Footprint • Footprint to service regional demand • SB attached to product development and R&D • SB to service initial product demand • China to service Europe, Asia & Australia • Near term support of US demand • SB and Mexico to support North & South America demand
Slide 16: Projected Manufacturing Cost Improvement
50% 19% 2% Projected Manufacturing Cost Improvement • Expedited volume ramp caused deviations from baseline gross margins. • Expect to deliver product at baseline margins by Q1 2011 as a result of the following: • Ramp of fixed price Asian contract manufacturing – agreement in place and production h
Slide 17: 2010 Revenue and Backlog
Backlog has grown to 300% Q4’09 Level 2010 Revenue and Backlog
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