Comet Holding Ag · SIX:COTN
Comet — Investor Day (November 2017)
13 slides from Comet's investor day presentation, Nov 22, 2017
Slide 1: Plasma Control Technologies: Getting Ready for the Next Level of Growth
Comet Group Investor Day 2017 Plasma Control Technologies Getting Ready for the Next Level of Growth Ready for the new normal: How Comet PCT prepares for the continued strong demand in the semiconductor industry Michael Kammerer, President PCT Technology with Passion
Slide 2: Explosive Growth of Data Drives Semiconductor Industries
Explosive Growth of Data Drives Semiconductor Industrie Autonomous Vehicles Cloud Computing Internet of Things Industry 4.0 Big Data Digital Revolution Augmented Reality Artificial Intelligence Virtual Reality Investor Day 2017 - Plasma Control Technologies | 22. November 2017 2
Slide 3: Inflections Happening Now
Inflections Happening Now End Markets OEM Markets Increasing silicon content in 10/7/5 nm Foundry smartphones 3D NAND Explosive growth of data Materials (4k video, IoT, …) Enabled Patterning Inflections Display as a key differentiator OLED New categories (VR/AR, AI, smart vehicles, …) China Source:
Slide 4: New Requirements Chip Manufacturing
New Requirements Chip Manufacturing Changed Chip Design Changing Processes New tasks for subsystems Market requirements Challenges less energy consumption ensure digital behavior of more precise RF Power improved chip performance device more repeatable RF Power ensure geometrical gap dis
Slide 5: High Performance RF Solutions
Comet products for the precise control of plasma processes High Performance RF Solutions Challenges Of the highly sensitive plasma processes: High aspect ratio Demanding materials The more important become precision, reliability, high accuracy and repeatability. Comet Impedance Comet RF Generato
Slide 6: High Performance RF Solutions: Vacuum Capacitors
Comet products for the precise control of plasma processes High Performance RF Solutions Comet Vacuum Capacitors For sophisticated applications and production processes Broadest selection of capacitance, power, voltage and drive systems Produced according highest quality standards Growth drivers
Slide 7: Collaboration and Innovation is Key
Collaboration and Innovation is Key Global inflections are enabled by new collaboration platforms New forms of collaboration: industries overlap, merge or are formed completely new Efficient collaboration requires new forms of partnership Vertical integration with customers has gained importan
Slide 8: Primary investments in the future
Primary investments in the future Innovation Operations People Smart Lab Expansion of vacuum Flamatt, CH Development of new RF & capacitor production Growth from Process Power Control System 336 Lab One Previous building will be employees San Jose, US Plasma diagnostics and control, used only for op
Slide 9: Future RF Control System
Beyond 2020 Future RF Control System Outpace state-of-the-art technology Requirements Ultra-modern lab space Development of a modular, highly flexible RF & process power control system A team of experienced RF specialists with know-how in This new platform will increase accuracy and plasma a
Slide 10: Ramp will go on!
Ramp will go on ! Reasons why More fabs are built, especially The new technologies require more micro-chips in Asia The number of process steps in micro-chip Superproportional growth for power production has risen supply business Overdesign for yield/design reasons More equipment is necessary Comet
Slide 11: Promising Future
Promising Future Comet’s involvement in plasma applications in Wafer Fab Equipment (WFE) spending Other Main WFE Segments Process 3% Lithography Equipment % of WFE Revenue 2017 Diagnostics 23% Category ($ bn) 13% Lithography 23% $ 10.7 CMP 4% $ 1.7 CMP Implant 2% $ 1.2 4% Deposition 25% $ 12.0 Ion I
Slide 12: Growth Far Above Average
Comet Plasma Control Technologies Growth Far Above Average 30% 25% 3-year CAGR Comet 20% WFE spend (Source: Gartner) 15% 10% 5% 0% -5% -10% 2013 2014 2015 2016 2017 Investor Day 2017 - Plasma Control Technologies | 22. November 2017 13
Slide 13: Thank you very much for your attention. Questions?
Thank you very much for your attention. Questions? Technology with Passion