Slide 1: Flex Agility Solutions
Flex Agility Solutions Doug Britt Group President 28
Slide 2: Flex Agility Solutions
Flex Agility Solutions Communications, Lifestyle Consumer Devices Enterprise and Cloud 29
Slide 3: Flex Agility Solutions
Flex Agility Solutions Communications, Lifestyle Consumer Devices Enterprise and Cloud World class Scale provides Solid return on Regionalized Increase technical supply chain investment and agile customer affinity expertise in leverage across capital and manufacturing through services mechanicals Fl
Slide 4: Lifestyle overview
Lifestyle overview Target market leaders. Providing enabling technologies. Bundle services on a global scale. Appliances Consumer Floorcare Micro Audio Packaging Mobility $64B $28B $11B $7B $29B TAM TAM TAM TAM TAM $700M 17 Continued new bookings new customers growth 31 Source: TAM market size for 2
Slide 5: Lifestyle differentiation
Lifestyle differentiation Connectivity Human Machine Mechanicals Sustainability Bundling Developer kits for Interface (HMI) Plastics tooling and After market Combining rapid innovation Platforms for mass production for services for multiple services enhancing how high volume and enabling the into un
Slide 6: Floorcare
Floorcare • Market leading consumer products brand • Design-led engagement in cosmetic plastics • Vertically integrated solution in a Lifestyle focused factory • Bundled multiple services including tooling, plastics, electronics, battery packs and full product assembly Flex enabled the launch of a H
Slide 7: Communications, Enterprise & Cloud Overview
Communications, Enterprise & Cloud Overview Grow and diversify. Lead with technology. End-to-end supply chain. Datacenter Edge Communication Infrastructure Infrastructure Infrastructure $77B $14B $45B TAM TAM TAM $1.6B 15 Return new bookings new customers to growth 34 Source: TAM market size for 202
Slide 8: CEC differentiation
CEC differentiation Speed-to-Market Global Footprint Operational Technology Customizable Global sourcing, Excellence Assets reference designs regionalized Automation & advanced Datacenter supporting next manufacturing & world demand management infrastructure, edge generation time-to- class distribut
Slide 9: 4G/5G Radios
4G/5G Radios • Applying wireless design and capability inside Flex Finland design center to develop open 4 Multiple wireless radio and 5G radios engagements in 2019. mmWave & mMIMO reference • Uniting software centric vendors with Flex’s designs available hardware design and manufacturing creating a
Slide 10: Consumer Devices
Consumer Devices • Mobile & high-velocity consumer devices portfolio • Selective customer engagements • Risk-adjusted ROIC and cashflow generation • Purchasing volume benefits competitiveness for all Flex segments Expectations YoY Decline, Mix change overtime, Protect key legacy engagements 37
Slide 11: Summary
Summary • Clear differentiation through a broad end-to-end service offering, which includes design, vertical integration, regional manufacturing, and after-market services Lifestyle • Well positioned to grow revenues in both CEC and Lifestyle with an offset by declines in Consumer Devices in the ran
Slide 12: Flex Agility Solutions
Flex Agility Solutions Communications, Lifestyle Consumer Devices Enterprise and Cloud 39