Diodes Incorporated · NASDAQ:DIOD
Diodes — Diodes Inc /Del/ — Shareholder Meeting (June 2008)
16 slides from Diodes's shareholder meeting presentation, Jun 2, 2008
Slide 1: Annual Shareholders' Meeting May 29th, 2008
Application Specific Standard Solutions for Advancing Technologies Annual Shareholders' Meeting May 29th, 2008
Slide 2: Safe Harbor Statement
1 Any statements set forth herein that are not historical facts are forward-looking statements that involve risks and uncertainties that could cause actual results to differ materially from those in the forward-looking statements. Potential risks and uncertainties include, but are not limited to, su
Slide 3: About Diodes
2 About Diodes Nasdaq listed in 2000 2,250 employees worldwide U.S. headquarters; 14 locations globally To consistently achieve profitable growth utilizing our innovative and cost- effective semiconductor packaging technology suited for high growth electronics markets by leveraging deep design and m
Slide 4: Full Year 2007 - Financial Results
3 Full Year 2007 - Financial Results Revenues up 16.9% YOY to a record $401.2 million Gross profit up 14.5% YOY to $130.4 million Net income up 23.9% YOY to a record $59.7 million Adjusted* net income up 21.5% YOY to a record $64.9 million EPS $1.41 (split adjusted) up 21.6% Adjusted* EPS $1.50 (spl
Slide 5: Outperforming the Industry
4 4 Outperforming the Industry Annual Revenue Growth Rates Industry (SAM) 2003 2004 2005 2006 2007 YTD Diodes 0.182 0.356 0.156 0.599 0.169 Discrete Industry 0.081 0.181 -0.033 0.135 0.043 2003 to 2007 Growth Diodes: 28.2% Industry: 6.5% Source: World Semiconductor Trade Statistics 2003 2004 2005 20
Slide 6: Significant Market Opportunity
5 $58 bn $36 bn $17 bn $21 bn $124 bn Significant Market Opportunity 2007 Total Semiconductor Market ($256 bn) Source: WSTS, December 2007 Diodes' SAM: $5 bn - $6 bn Discrete Memory Logic Analog Opto/Sensors Diodes' SAM $10 bn - $11 bn Semiconductor Market Growth 2005 to 2010E CAGR: 7.1%
Slide 7: Diodes' Growth Strategy
6 6 Diodes' Growth Strategy Expand portfolio of standard function, application specific products Differentiate business with innovative and cost effective process and packaging technologies Leverage existing customer base to drive product sales Expand market share in high-growth end-markets with sho
Slide 8: A Winning Combination
7 7 Over 45 Years of Semiconductor Expertise Discrete, power management, and ASSP products Proprietary technologies Solid application and design team Strong presence in Europe Industrial, communications and automotive focus High volume discrete and standard analog products Cost efficient packaging c
Slide 9: Increase in Depth and Breadth of Products
8 8 Increase in Depth and Breadth of Products STOP DO NOT BREAK APART This is an embedded Word table. Right click to open and edit. STOP DO NOT BREAK APART This is an embedded Word table. Right click to open and edit. Diodes Product Portfolio Zetex Product Portfolio Overlapping Products
Slide 10: End Market Diversification
9 9 2007 Revenue $127mm 2007 Revenue $401mm Combined 2007 Revenue $528mm End Market Diversification + (1) Zetex financials converted using an exchange rate of 1.962USD:1.000GBP, exchange rate reported in Zetex press release on 2/21/2008
Slide 11: Improved Geographic Mix
10 10 Improved Geographic Mix + 2007 Revenue $127mm 2007 Revenue $401mm Combined 2007 Revenue $528mm (1) Zetex financials converted using an exchange rate of 1.962USD:1.000GBP, exchange rate reported in Zetex press release on 2/21/2008
Slide 12: Broad and Deep Customer Relationships
11 11 Broad and Deep Customer Relationships Quanta Hon Hai
Slide 13: Efficient Manufacturing + Superior Processes
12 12 Efficient Manufacturing + Superior Processes High volume 5" wafer foundry in Kansas City, MO for discretes Shanghai-based packaging with a capacity in excess of 15 billion units Flexible and optimized manufacturing process resulting in low packaging cost Diodes Manufacturing Zetex Manufacturin
Slide 14: Industry and Media Recognition
13 Industry and Media Recognition 2008 Forbes' List of 25 Fastest Growing Tech Companies - Ranking 22nd 2007 Forbes' 2007 List of 200 Best Small Companies - Ranking 16th, up from 37th 2nd in EPS growth BusinessWeek's List of 100 Hot Growth Companies - Ranking 49th Business 2.0 Magazine's List of 100
Slide 15: Investment Highlights
14 Investment Highlights Focus on Application Specific Standard Discrete and Analog Products Deep Manufacturing and Technical Expertise Broad Customer Base Diverse, High-Growth End Markets Strong Track Record of Growth & Profitability Management Continuity
Slide 16: Thank You
Thank You This presentation includes forward-looking statements which are subject to risks and uncertainties. Actual events and results could differ materially as a result of various factors, including the risk factors described in our reports filed with the Securities and Exchange Commission. World