Slide 1: 2002年3月期 中間決算説明会
6890 2002/3 2001 12 3 http://www.ferrotec.co.jp/ 2002 3 2001 9 30 1
Slide 2: Ferrotec Corporation company profile
n Ferrotec Corporation n 1980 1996 10 n n 38 12 12,951,075 n 9.2 6.7 6.2 5.2 4.6% n n 30% 32% 1980 1987 MBO) 1988 1992 1996 IPO) 1999 TOB , 2001 20% 18% 2
Slide 3: Group companies and R&D bases
4 4 R&D Gmbh ( Ltd R&D S.R.L SA R&D 3
Slide 4: 2002年3月期 interim results overview
Ss 2002 3 2002/3 3,233 466
Slide 5: 2002 interim results
2002 3 , 5
Slide 6: (1) Interim results 2002/3
(1) 2002/3 01/3 02/3 01/3 02/3 01/3 02/3 01/3 02/3 01/3 02/3 01/3 02/3 6
Slide 7: (2) Results by segment
(2) 2002/3 2001/3 2001/3 2002/3 2002/3 32.7 41.7 48.7 38.5 CP HDD 1.9 11.0 2.7 7.5 7
Slide 8: (3) EB and HDD segment
(3) 2002 3 16 12 28 EB 11 87 6 23 HDD 4 8
Slide 9: (4) 2002 outlook
(4) 2002 3 42 22 35 19 25 5 11 16 13 19 23 9
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10
Slide 11: WSTS semiconductor market statistics
1. 2. WSTS(World Semiconductor Trade Statistics) 11
Slide 12: SEMS
1. 2. SEMS 12
Slide 13: HDD market
HDD 1. 2. 192 3. CP 95 7200 65 5400 10 0 13 ING Barings
Slide 14: HDD market and customers
HDD HDD EMC HP IBM US$) ( ) 14
Slide 15: Strategy, ISO certification and M&A
n n n 33 ISO9002 ISO9002 ISO14001 ISO14001 // // M&A M&A 15
Slide 16: R&D
R&D 16
Slide 17: CMS market
CMS 1. CMS 2000 1,030 2005 2,310 IDC 2. CMS CMS 17 Technology Forecasters IDC
Slide 18: CMS
2000 } CMS 6 18
Slide 19: CMS and ISO9002
92 l l CMS 92 95 96 ISO9002 98 99 ( ISO9002 00 3 ISO14001 01 ISO14001 19
Slide 20: 20
20
Slide 21: CMS
CMS CP 21
Slide 22: CMS strategy and M&A
CMS CMS • • M&A • 46 164 22
Slide 23: l
l 23
Slide 24: CMS, OEM
CMS NC OEM 24
Slide 25: IR contact
M&A n 3281-8196 12 4 IR Street http://www.irstreet.com/ 25