Aixtron Se · XETR:AIXA
Aixtron — Investor Day (March 2018)
8 slides from Aixtron's investor day presentation, Mar 20, 2018
Slide 1: AIXTRON Investor Presentation – 1. Capital Markets Day
AIXTRON Investor Presentation AIXTRON 1. Capital Markets Day IR Presentation CMD – FY/2017 2018 Presentation 1 (FSE:AIXA, (FSE: AIXA,ISIN ISINDE000A0WMPJ6) DE000A0WMPJ6) © AIXTRON Investor Relations, February 2018 © AIXTRON Investor Relations, March 2018
Slide 2: AIXTRON – 2017 Highlights
2 AIXTRON – 2017 Highlights Successful Reorientation Technology Portfolio • Frozen III-V on Silicon (TFOS) & Thin Film Encapsulation (TFE) • Sold ALD/CVD Memory Product Line to Eugene Technology • Transferred OLED Activities to APEVA Positive EBIT, Net Profit and Cash Flow Accelerating Optoelectro
Slide 3: Technology Portfolio for Complex Material Deposition
AIXTRON TECHNOLOGIES AND PRODUCTS 3 Technology Portfolio for Complex Material Deposition OLED: OVPD®/PVPD® Carbon – PECVD NANO: Innovation Pool Photonics GaN Power (e.g. VCSEL for 3D Sensing, (e.g. Wireless Charging; RF, Lasers for CE, Datacom) Fast Charging) Specialty LED SiC Power (MicroLED-, Fine
Slide 4: AIXTRON Opto & Power – Positioned for Profitable Growth
AIXTRON TECHNOLOGIES AND PRODUCTS 4 AIXTRON Opto & Power – Positioned for Profitable Growth AIXTRON Position Planetary system Power (e.g. EVs, Charging #1 GaN Volume capacity growth ramping Stations Wireless Charging, #2 SiC 2019/20 and following years AIX G5 GaN RF) Specialty Potentially lumpy base
Slide 5: AIXTRON – Enabling Emerging Global Mega Trends
AIXTRON TECHNOLOGIES AND PRODUCTS 5 AIXTRON – Enabling Emerging Global Mega Trends Mobile communication Consumer Electronics GaN MOCVD Platform Technology Fine-pitch Display GaN UV LED SSL, LED TV
Slide 6: AIXTRON – Instrumental in Evolving Display Technologies
AIXTRON TECHNOLOGIES AND PRODUCTS 6 AIXTRON – Instrumental in Evolving Display Technologies Specialty LED OLED Display Plasma LED Backlit Display MicroLED Display LCD CRT // 1950’s → 2000’s → 2006 → 2010 → Under Development →
Slide 7: AIXTRON – 2018 Guidance
Outlook 7 AIXTRON – 2018 Guidance* Assuming current structure and based on 2018 Guidance* current order situation, Management expects for 2018: 2018 Shippable • Revenues and Total Order Intake Equipment Order between EUR 230 ~ 260 million Intake: EUR 88 ~ 118m • Gross Margin of 35% to 40% Order Back
Slide 8: Technology. Materials. Performance.
Technology. Materials. Performance. AIXTRON SE Dornkaulstr. 2 52134 Herzogenrath Germany Phone +49 (2407) 9030-0 Fax +49 (2407) 9030-40 E-Mail invest@aixtron.com