Lighting Science Group Corp · OTC:LSCG
Lighting Science — LCM Semiconductors LED Day (November 2010)
16 slides from Lighting Science's conference presentation, Nov 1, 2010
Slide 1: LCM Semiconductors LED Day
LCM Semiconductors LED Day New York, NY November 2, 2010 Exhibit 99.1
Slide 2: Forward-looking statements
Certain statements in this presentation constitute “forward-looking statements” relating to Lighting Science Group Corporation (“LSG” or the “Company”) within the meaning of the Private Securities Litigation Reform Act of 1995. All statements regarding future events, our business strategy and our fi
Slide 3: Lighting Science Group Vision
Lighting Science Group Corporation designs, develops, manufactures and markets LED lighting solutions. By applying the science of light, our team outperforms the competition and delivers on the promise of LED Technology. From outer space to major cities and now your home, LSG products save money and
Slide 4: Lighting Science Group Overview
Current Workforce of 400+ … expected growth to 1,800 in next 12-18 mos. Staffed with industry leading experts in both lighting and Solid State Technology. Currently holds over US and international utility and design patents Lighting Science Group Overview “I just wanted to say that I really like you
Slide 5: Technology Leadership
Technology Leadership NASA Bayer Cypress University of Florida National Semiconductor Jefferson Harvard University University of Sydney University of Oxford Oak Ridge National Lab Military/Municipal
Slide 6: Areas of Focus
Lighting Design Thermal Management Optics Power Supplies Intelligent Controls Areas of Focus
Slide 7: Technology Integration
Technology Integration “I have one bulb in a ceiling fixture point down – works great!” Thermal Solution: • Function & Form • Convection & Conduction • Optimized for Tj model Optical System: • Design • Materials • Absorption Power Supply: • Optimized V f output • High Efficiency • Balanced component
Slide 8: Our Competitive Advantages: System Optimization
• System Optimization • Higher utilization of available chip lumens drives greater efficacy and lower first costs • Subcomponent Modularity • Economies of scale • Reduced complexity • Manufacturing Capability • Integrated development and early commercialization • Insourced and outsourced low cost pr
Slide 9: Demonstrated Advantage
Demonstrated Advantage C2D Definity Symetrie *LSGC C2D compared LSGC Best in Class Competition *DFN 30 WW compared *CRD A WW compared
Slide 10: Product Families and Markets Served
LSG LSG has developed a uniquely complete product portfolio that enables it to provide solutions to a broad range of market segments. Managed as three distinct product families, we currently focus on market segments where we can provide the most compelling ROI possible. Infrastructure Lamps Commerci
Slide 11: Customer Examples
Customer Examples Schools and Universities Retail and Hospitality Private Label & OEMs Mexico Salt Lake City LABSL and DPW NYC Design Competition Orlando Public Works University of Arizona Florida Internat’l University Tufts Dallas County Schools Starbucks AMC Theaters Hilton Hotels Simon Malls JC P
Slide 12: Strategic Relationship with The Home Depot
Strategic Relationship with The Home Depot • LSG is Home Depot’s preferred provider and product development partner with respect to LED lamps and fixtures • Full line of New EcoSmart LED Lamps available this year • LSG has the option to provide any of Home Depot’s branded LED lamps and fixtures
Slide 13: Price elasticity and adoption curve
Inelastic – Price decrease hurts revenue Elastic – Price decrease improves revenue Inelastic – Price decrease hurts revenue Adoption curve was generated by using over 30 choice based questions to derive preference between unbranded Incandescent, CFL and LED offerings. This curve is adjusted for mark
Slide 14: Projected Luminaire Performance/Cost Trajectories
Now Months Months LSGC Projected Luminaire Performance/Cost Trajectories
Slide 15: Production Strategy: Global Footprint
Production Strategy Global Footprint • Footprint to service regional demand • SB attached to product development and R&D • SB to service initial product demand • China to service Europe, Asia & Australia • Near term support of US demand • SB and Mexico to support North & South America demand
Slide 16: 2010 Revenue and Backlog
2010 Revenue and Backlog $MM • Backlog up 400%+ vs. Q4’09 • Over 60% of revenues driven by 33 product families introduced YTD. • 117+ new product families to be launched by end of Q2’11. 53 families in final tooling phase of development.
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