Melexis Nv · EURONEXT:MELE

Melexis Nv — Investor Day (2021)

86 slides from Melexis Nv's investor day presentation, 2021

Slide 1: Sustainable Development Goals (SDGs)
Sustainable Development Goals (SDGs) Importance to stakeholders Impact on Melexis
Slide 3: MELEXIS ICs SHAPE THE FUTURE
MELEXIS ICs MELEXIS Ics SHAPE SHAPETHE THEFUTURE FUTURE PLANET PEOPLE ELECTRIFICATION USER EXPERIENCE MICRO MOBILITY SAFETY THERMAL MANAGEMENT HEALTH The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 4: Agenda
Agenda 14:00 Welcome Françoise Chombar 14:05 Melexis ICs Shape the Future Marc Biron 14:10 Planet Centric Solutions Vincent Hiligsmann Product Line and Regional presentations 15:00 BREAK 15:05 People Centric Solutions Damien Macq Product Line and Regional presentations 15:30 Supply Chain update Veer
Slide 5: MELEXIS ICs SHAPE THE FUTURE: Planet
MELEXIS ICs MELEXIS IcsSHAPE SHAPETHE THEFUTURE FUTURE PLANET ELECTRIFICATION MICRO MOBILITY THERMAL MANAGEMENT The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 6: MELEXIS ICs SHAPE THE FUTURE: Planet
MELEXIS ICs MELEXIS IcsSHAPE SHAPETHE THEFUTURE FUTURE PLANET ELECTRIFICATION MICRO MOBILITY THERMAL MANAGEMENT The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 7: MELEXIS ICs SHAPE THE FUTURE: Planet
MELEXIS ICs MELEXIS IcsSHAPE SHAPETHE THEFUTURE FUTURE PLANET ELECTRIFICATION MICRO MOBILITY THERMAL MANAGEMENT The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 9: Automotive - From 10 to 20 (ICs/car)
Automotive - From 10 to 20 (ICs/car) Maximize Melexis products inInternal ICE Combustion Engine Greenification The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 10: Automotive - From 10 to 20 (ICs/car)
Automotive - From 10 to 20 (ICs/car) Maximize Melexis products inInternal ICE Combustion Engine Greenification Melexis product The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 11: Automotive - From 10 to 20 (ICs/car)
Automotive - From 10 to 20 (ICs/car) Internal Combustion Start/stop Engine (µHEV) (ICE) 48V mild hybrid (mHEV) Full hybrid (fHEV) Plug-in hybrid (pHEV) Electric vehicle (BEV - FCEV) The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 12: Thermal management of a Battery Electric Vehicle
Thermal management of a Battery Electric Vehicle Position sensor Current sensor Motor driver Pressure sensor The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 14: Adjacent - From 10 to 20 (%Revenue) – How?
Adjacent - From 10 to 20 (%Revenue) – How? Alternative Mobility 2–3 wheelers, e-mobility, micro- delivery, robotaxis, AGVs... Carbon-neutral Well-being smart appliances, smart health, medical, wearable, buildings, non-fossil energy, gaming… smart metering,… Computing & Robotics automation, assisting
Slide 15: Power electronics of an E-bike
Power electronics of an E-bike Position sensor Latch & switch Current sensor The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 16: In summary
In summary Automotive Alternative Carbon-neutral Adjacent Mobility smart appliances, smart buildings, non-fossil energy, 2–3 wheelers, e-mobility, micro- smart metering,… delivery, robotaxis, AGVs... The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 17: Current sensors
Current sensors GEN 2+ GEN 1 GEN 2 GEN 3 Broad Hall effect sensor portfolio 2022+ - Roadmap products 2021 - MLX912xx product launch Q4/21 - MLX91218/19 completion Gen2 field sensors with OCD • 2nd Generation on the market 2020 - MLX91216 Extra High Field for currents beyond 2000A designed in at near
Slide 18: Current sensors
Current sensors Conventional Hall IMC-Hall® MAX >10kA MAX >2kA Downsizing & easier integration + lighter The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 20: Current sensors
Current sensors Fit for adjacent markets • Industry electric motor control (automation) and automotive traction motor control have very similar requirements → single product development amortization • Solar market is volatile, but under permanent growth in the green energy mix • Plug & Power portfol
Slide 21: Current sensors
Current sensors OBC = on-board charger → now addressable with INV = traction/boost inverter MLX91220/21 (eAxle, 48V BSG, ...) → maintain leading position, ongoing development Battery Management & Disconnect → redundant to shunt + ongoing development DCDC converter → HV side now addressable with PTC
Slide 22: BYD Han / BYD Dynasty Series
Cel, rev1.1, may-21 BYD Han / BYD Dynasty Series 王朝系列 Chassis - Body - Safety (18) Powertrain (4-9) Interior ambient lighting (x14) EV inverter (x3-8) Transmission (x4) Water pump (x1) The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 23: Tesla Model Y / Models X, S and 3
Tesla Model Y / Models X, S and 3 Chassis - Body - Safety (46) Powertrain (12-14) Seat position (x2) Interior ambient lighting (x20) Seat belt buckle (x5) Dashboard GPU fan (x1) EV inverter (x2-4) ADAS/ICAS GPU fan (x1) HVAC blower (x1) HVAC pressure (x3) Water valve (x4) Water pump (x4) Intelligent
Slide 24: Mercedes EQS / S-Class
Cel, rev1.1, may-21 Mercedes EQS / S-Class Chassis - Body - Safety (170) Powertrain (6-9) Interior ambient lighting (>100) Rain light sensor (x1) Interior animated lighting (<35) 5G antenna fan (x1) ADAS GPU fan (x1) Dashboard GPU fan (x2) EV inverter (up to 6) Perfume diffuser fan (x1) PM 2.5 senso
Slide 25: Volkswagen ID.3/MEB
Volkswagen ID.3/MEB Chassis - Body - Safety (>28) Powertrain (4) Interior ambient lighting (x15-20*) Interior animated lighting (x9-10*) EV inverter (x3) Top column module (x2) Battery monitoring system (x1) Integrated brake system (x1) Chassis ride height (x1) * estimation The content of this prese
Slide 26: Current sensors: Conclusion
Current sensors Conclusion Automotive in major growth 1 New products unlock access to new applications: 2 OBC, DCDC HV, PTC, ... Addressing broad industrial market of electric 3 drives, solar, power supplies, chargers and consumer market for demand/load control and white goods The content of this pr
Slide 27: Smart drivers
Smart drivers GEN 4 GEN 1 GEN 2 GEN 3 Unique areas of expertise ● State of the art acoustic noise / 2019 vibration ● Robust operation over a long life time 2012 ● Plug and play 2005 1999 The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 28: Smart drivers
Smart drivers ADAS GPU fan (x1) Dashboard GPU fan (x2) 5G fan (x1) PM 2.5 sensor fan (x1) Perfume diffuser fan (x1) Aspirated thermistor fan (x1) Other automotive applications: - Domain controller cooling fan - Wireless cell phone charger - Battery cooling fan - DC/DC cooling fan - Inverter cooling
Slide 29: Smart drivers
Smart drivers ADAS GPU fan (x1) Dashboard GPU fan (x2) 5G fan (x1) PM 2.5 sensor fan (x1) Perfume diffuser fan (x1) Aspirated thermistor fan (x1) Other automotive applications: - Domain controller cooling fan - Wireless cell phone charger - Battery cooling fan - DC/DC cooling fan - Inverter cooling
Slide 30: Smart drivers
Smart drivers ADAS GPU fan (x1) Dashboard GPU fan (x2) 5G fan (x1) IPL depilator PM 2.5 sensor fan (x1) Perfume diffuser fan (x1) Aspirated thermistor fan (x1) Other automotive applications: - Domain controller cooling fan - Wireless cell phone charger - Battery cooling fan - DC/DC cooling fan - Inv
Slide 31: Smart drivers
Smart drivers ADAS GPU fan (x1) Desktop fans VGA cards Dashboard GPU fan (x2) 5G fan (x1) PM 2.5 sensor fan (x1) Perfume diffuser fan (x1) Aspirated thermistor fan (x1) Other automotive applications: - Domain controller cooling fan - Wireless cell phone charger - Battery cooling fan - DC/DC cooling
Slide 32: Smart drivers
Smart drivers ADAS GPU fan (x1) Dashboard GPU fan (x2) 5G fan (x1) PM 2.5 sensor fan (x1) Perfume diffuser fan (x1) Aspirated thermistor fan (x1) Other automotive applications: - Domain controller cooling fan - Wireless cell phone charger - Battery cooling fan - DC/DC cooling fan - Inverter cooling
Slide 34: Smart drivers: Conclusion
Smart drivers Conclusion 1 Recognized market leader both in automotive and adjacent 2 Surfing all mega trends 3 On the path from 10 to 20 adjacent The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 35: Pressure sensors
Pressure sensors GEN 4 Broad pressure sensor portfolio GEN 5 GEN 2 GEN 3 GEN 1 2024 - Mid Pressures Sensor Solution • Absolute pressure • Relative pressure 2022 - Packaged Absolute and Relative Pressure Sensor Solution PCB less • Mid pressure • Sensor interfaces 2018 - Packaged Absolute Pressure Sen
Slide 37: xEV/Thermal Management
xEV/Thermal Management Number of pressure sensors ICE: 5 - BEV: 1 ICE: 1 - BEV: 4 Pressure sensor The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 38: Pressure sensors: Conclusion
Pressure sensors Conclusion 1 Full solutions including MEMS, sensor interface, package & calibration 2 Strong focus on harsh media automotive requirements 3 Unmatched performance and robustness The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 39: EMEA: History
EMEA History • Start 1989 • Offices in Belgium, Germany, France, Switzerland, Bulgaria and Ukraine • Home-office based account managers • More than 40 people actively support our customers in EMEA • Powerful sales and application support network, including distributors and representatives The conten
Slide 40: EMEA: Successes
EMEA Successes • Custom ASICs and Triaxis 3D hall-effect sensors ignited the success in EMEA automotive • Major platform wins at tier-1 and tier-2 companies • Lead-customer concept • Technology leadership in Hall-based position sensors and switches • Interior RGB lighting pioneer • Gesture control w
Slide 41: EMEA: Trends
EMEA Trends Electrification • Various forms (48V, hybrid, full-electric vehicles, e-bikes, e-scooters) with current sensors and inductive sensors • Increasing vertical integration Personalization • Interior lighting • New players appearing • Comfort actuators with Hall Sensors and motor controllers
Slide 42: APAC: History
APAC History • Melexis China started in 2009 • Shanghai, Shenzhen, Taiwan , Seoul & Yokohama offices in APAC • 50+ employees enable in-depth localized service to automotive customers • Large and strong distribution network The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Re
Slide 43: APAC: Successes
APAC Successes Car production 2020 Car production (million) • Revenue doubled from 2016 to 2020 China/Global • APAC represented 55% of total sales in 2020 • Large customer base: over 4000 customers in APAC • Leadership of sense & drive technologies • Pipeline growth: electrification, ADAS & personal
Slide 44: APAC: Trends
APAC Trends • China government announced a carbon peak by 2030 and carbon neutrality by 2060 • NEV is highlighted in both China’s five-year- plan and vision 2035 plan • Penetration rate of NEV car reached record high 9.7% at Q1 2021 • Around 80 new ICE cars and 70 NEV (80% BEV) cars launched at 2021
Slide 45: NALA: History
NALA History • Detroit office in 2006 • 50% of team on mainstream automotive • Supported by large network of best in class representatives The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 46: NALA: Successes
NALA Successes • Foundation in traditional ICE applications • Cadillac lighting • Daimler PHEV Inverter, JLR PHEV • Deep application knowledge of mechatronics • Continue to find small innovator companies when they are young and grow with them for mutual success The content of this presentation is CO
Slide 47: NALA: Trends
NALA Trends • EV is speeding up • ICE slower refresh rate • Smart pickup trucks (dynamic scale on bed and hitch) • Smart automotive closures • ASIL drives need for redundant sensors • ADAS requires closed loop systems • Personalized restraint system TOF The content of this presentation is CONFIDENTI
Slide 49: Adjacent - From 10 to 20 (%Revenue) – How?
Adjacent - From 10 to 20 (%Revenue) – How? Carbon-neutral Alternative Well-being smart appliances, smart buildings, non-fossil energy, Mobility health, medical, wearable, 2–3 wheelers, e-mobility, micro- gaming… smart metering,… delivery, robotaxis, AGVs... Computing & Robotics automation, assisting
Slide 50: Health: Temperature Sensors
Health: Temperature Sensors • Joris Roels, marketing manager • Temperature sensing applications in • Wearables • Medical • Smart buildings skin • Home appliances • … automotive (electrification/in-cabin thermal monitoring) • Positive market trends, accelerated by COVID-19 The content of this present
Slide 51: User experience & Safety: Position Sensors
User experience & Safety: Position Sensors • Nick Czarnecki, global marketing manager • Automotive • Body & Chassis • Electrification • Alternative mobility • Gaming… The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 53: User experience: Embedded Lighting
User experience: Embedded Lighting • Michael Bender, product line manager • Interior lighting • LIN & CAN ⇒ MeLiBu™ • Scalable architecture • Exterior light (surrounding) The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 54: Embedded lighting
Embedded lighting Key benefits GEN 1 GEN 2 GEN 3 01 02 03 04 - World’s 1st animated Light on the Road (MeLiBu) 2021 - LIN RGB Gen 3 Fully integrated Small footprint Full color-control LIN and MeLiBu 2020 system solution through high by end user communication - Animated Light Gen 1 with very limited
Slide 57: Embedded lighting: Conclusion
Embedded lighting Conclusion 1 Full programmability inc. OTA (over the air) updatability through integrated flash based microcontroller High Speed communication Interface (MeLiBu) 2 enables light animations for extended user experience including new safety use cases 3 Broad fit for automotive interi
Slide 58: Magnetic position sensors
Magnetic position sensors INDUCTIVE TRIAXIS LINEAR A sensor for every application - A sensor for every application 2021+ - 300 Millionth Inductive ASIC sold 3 Pillars 2020 - High Performance and Safe Linear Hall Functional safety (ASIL) capability enables Gen II • 2019 - 1 Billionth Triaxis Sensor S
Slide 59: Magnetic position sensors
Magnetic position sensors Value optimized sensing Fit for adjacent markets • “Micro” magnetic sensors enable new configurations in gaming, security, and alternative mobility • High safety rating for automotive translates to a high safety rating in industrial markets for use in robotics, material han
Slide 60: Magnetic position sensors
Magnetic position sensors Mainstream sensing Fit for adjacent markets • “Micro” magnetic sensors enable new configurations in gaming, security, and alternative mobility • High safety rating for automotive translates to a high safety rating in industrial markets for use in robotics, material handling
Slide 63: Magnetic position sensors: Conclusion
Magnetic position sensors Conclusion Expanding portfolio for nearly every 1 position sensing application from value optimized to high performance Best in class performance angle 2 sensors for demanding safety critical applications in automotive, industrial, and aerospace Focused on the future to sup
Slide 64: Temperature sensors
Temperature sensors digital thermo- thermal array Non-contact temperature sensing meter IC SMD 2019 - Medical grade SMD 2018 - High operating temperature 16x12 array • Single pixel and thermal arrays 2017 - SMD package 2016 - 32x24 pixel thermal array • Factory calibrated accuracy • World’s smallest
Slide 69: Temperature sensors: Conclusion
Temperature sensors Conclusion 1 Oriented towards adjacent: health & smart building 2 Personal health & well-being = sustainable market, strongly accelerated by COVID-19 3 Unique product offer: miniaturization and factory calibrated accuracy The content of this presentation is CONFIDENTIAL & PROPRIE
Slide 70: APAC: Successes
APAC Successes • Adjacent market: growth 50% vs. 2019 • Market leader FIR sensor, smart motor driver • Growth of current sensor in industrial, solar inverter • Potential of latch & switch in home appliances • Access control system: high demand for FIR sensor • Successful project with SMD FIR sensor
Slide 71: APAC: Trends
APAC Trends • COVID-19 changed our lives, temperature sensing becomes important for people health and environment • APAC HVAC production contributes 85+% share in worldwide/1720Mu in 2020 • IOT Smart home market will hit $157B by 2023 • Home appliance smart trend, larger demand for sensor • China ai
Slide 72: NALA: History
NALA History • Start 2003 • 50% of NALA team • Growth from 0 to 33% share of pipeline in 6 years • Silicon Valley Office open for 3 years • Strong in industrial, medical, prosumer The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 73: NALA: Successes
NALA Successes • Industrial joysticks • Smart building — smart glass temperature monitoring and smart locks • Medical – “Doc in the box" medical appliances • Test - hard disc drive bulk test • Maker market — 3D printer — temp and position The content of this presentation is CONFIDENTIAL & PROPRIETAR
Slide 74: NALA: Successes
NALA Successes • Industrial joysticks • Smart building — smart glass temperature monitoring and smart locks • Medical – “Doc in the box" medical appliances • Test - hard disc drive bulk test • Maker market — 3D printer — temp and position The content of this presentation is CONFIDENTIAL & PROPRIETAR
Slide 75: NALA: Successes
NALA Successes • Industrial joysticks • Smart building — smart glass temperature monitoring and smart locks • Medical – “Doc in the box" medical appliances • Test - hard disc drive bulk test • Maker market — 3D printer — temp and position Image: medwand.com The content of this presentation is CONFID
Slide 76: NALA: Trends
NALA Trends • Continuous health monitoring • Micro-utilities: neighborhood is microgrid • Logistics: last 100 feet delivery robots • Autonomous driving: startups and FAAMG • Prosumer temperature sensing devices driven by COVID-19 The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Ri
Slide 77: NALA: Trends
NALA Trends • Continuous health monitoring • Micro-utilities: neighborhood is microgrid • Logistics: last 100 feet delivery robots • Autonomous driving: startups and FAAMG • Prosumer temperature sensing devices driven by COVID-19 The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Ri
Slide 78: NALA: Trends
NALA Trends • Continuous health monitoring • Micro-utilities: neighborhood is microgrid • Logistics: last 100 feet delivery robots • Autonomous driving: startups and FAAMG • Prosumer temperature sensing devices driven by COVID-19 The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Ri
Slide 79: Inventory acceleration effect (aka bullwhip effect)
Inventory acceleration effect (aka bullwhip effect) Bullwhip effect Inventory acceleration The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 82: ICs integrate key expertises
ICs integrate key expertises ANALOG SOFTWARE MEMS DIGITAL MicroElectroMechanical System AND MORE... The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 83: Melexis sensors and drivers
Melexis sensors and drivers •Magnetic position sensors • Pressure sensors •Inductive position sensors • Tire monitoring sensors •Current sensors • Temperature sensors •Latch & switch • Optical sensors •Embedded drivers • Sensor interfaces •Smart drivers • Embedded lighting The content of this presen
Slide 84: MELEXIS ICs SHAPE THE FUTURE: Planet
MELEXIS ICs MELEXIS IcsSHAPE SHAPETHE THEFUTURE FUTURE PLANET ELECTRIFICATION MICRO MOBILITY THERMAL MANAGEMENT The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.
Slide 85: MELEXIS ICs SHAPE THE FUTURE: People
MELEXIS ICs MELEXIS IcsSHAPE SHAPETHE THEFUTURE FUTURE PEOPLE USER EXPERIENCE SAFETY HEALTH The content of this presentation is CONFIDENTIAL & PROPRIETARY. ALL Rights Reserved.

Melexis — Investor Day (2021) on 6ix

Melexis Nv — Investor Day (2021)

Slide 1: Sustainable Development Goals (SDGs)

Slide 2: MELEXIS ICs SHAPE THE FUTURE

Slide 3: MELEXIS ICs SHAPE THE FUTURE

Slide 4: Agenda

Slide 5: MELEXIS ICs SHAPE THE FUTURE: Planet

Slide 6: MELEXIS ICs SHAPE THE FUTURE: Planet

Slide 7: MELEXIS ICs SHAPE THE FUTURE: Planet

Slide 8: Automotive - From 10 to 20 (ICs/car) – How?

Slide 9: Automotive - From 10 to 20 (ICs/car)

Slide 10: Automotive - From 10 to 20 (ICs/car)

Slide 11: Automotive - From 10 to 20 (ICs/car)

Slide 12: Thermal management of a Battery Electric Vehicle

Slide 13: Evolution addressable sockets 2020-2025

Slide 14: Adjacent - From 10 to 20 (%Revenue) – How?

Slide 15: Power electronics of an E-bike

Slide 16: In summary

Slide 17: Current sensors

Slide 18: Current sensors

Slide 19: Current sensors

Slide 20: Current sensors

Slide 21: Current sensors

Slide 22: BYD Han / BYD Dynasty Series

Slide 23: Tesla Model Y / Models X, S and 3

Slide 24: Mercedes EQS / S-Class

Slide 25: Volkswagen ID.3/MEB

Slide 26: Current sensors: Conclusion

Slide 27: Smart drivers

Slide 28: Smart drivers

Slide 29: Smart drivers

Slide 30: Smart drivers

Slide 31: Smart drivers

Slide 32: Smart drivers

Slide 33: Smart drivers

Slide 34: Smart drivers: Conclusion

Slide 35: Pressure sensors

Slide 36: ICE/Hybrid

Slide 37: xEV/Thermal Management

Slide 38: Pressure sensors: Conclusion

Slide 39: EMEA: History

Slide 40: EMEA: Successes

Slide 41: EMEA: Trends

Slide 42: APAC: History

Slide 43: APAC: Successes

Slide 44: APAC: Trends

Slide 45: NALA: History

Slide 46: NALA: Successes

Slide 47: NALA: Trends

Slide 48: MELEXIS ICs SHAPE THE FUTURE: People

Slide 49: Adjacent - From 10 to 20 (%Revenue) – How?

Slide 50: Health: Temperature Sensors

Slide 51: User experience & Safety: Position Sensors

Slide 52: Automotive - From 10 to 20 (ICs/car)

Slide 53: User experience: Embedded Lighting

Slide 54: Embedded lighting

Slide 55: Embedded lighting

Slide 56: Embedded lighting

Slide 57: Embedded lighting: Conclusion

Slide 58: Magnetic position sensors

Slide 59: Magnetic position sensors

Slide 60: Magnetic position sensors

Slide 61: Magnetic position sensors

Slide 62: Magnetic position sensors

Slide 63: Magnetic position sensors: Conclusion

Slide 64: Temperature sensors

Slide 65: Temperature sensors

Slide 66: Temperature sensors

Slide 67: Temperature sensors

Slide 68: Temperature sensors

Slide 69: Temperature sensors: Conclusion

Slide 70: APAC: Successes

Slide 71: APAC: Trends

Slide 72: NALA: History

Slide 73: NALA: Successes

Slide 74: NALA: Successes

Slide 75: NALA: Successes

Slide 76: NALA: Trends

Slide 77: NALA: Trends

Slide 78: NALA: Trends

Slide 79: Inventory acceleration effect (aka bullwhip effect)