Cvd Equipment Corporation · NASDAQ:CVV
Cvd Equipment — Investor Presentation (January 2024)
31 slides from Cvd Equipment's investor presentation, January 2024
Slide 1: Company Presentation January 2024
enabling tomorrow’s technologies COMPANY PRESENTATION January 2024 © 2024 CVD Equipment Corporation | All rights reserved
Slide 2: Safe Harbor Statement
Safe Harbor Statement This presentation contains “forward-looking statements”, within the meaning of the safe harbor provisions of the U.S. Private Securities Litigation Reform Act of 1995, as amended, that are based on management’s expectations, estimates, projections, and assumptions. Words such a
Slide 3: CVD Equipment Corporation Key Markets
Key Markets CVD Equipment Corporation CVDE designs and manufacturers turnkey materials deposition and thermal process equipment to the Power Electronics, Energy Storage, Aerospace & Defense, and Industrial SiC Coating Equipment Market About CVDE: CVDE’s Value Proposition: High Power Electronics • Ma
Slide 4: CVD Equipment Corporation At a Glance
CVD Equipment Corporation At a Glance Key Markets Uniquely positioned to address high-growth Silicon Carbide (SiC) market driven by global EV adoption High-Growth Emerging Legacy Emerging Provides reliable and precise equipment and solution systems to our customers in our key growth markets SiC
Slide 5: CVD Equipment's Transformation
CVD Equipment’s Transformation 1.0 Creation and Validation 2.0 Transformation 3.0 Industry Leader Founded to Focus on Designing and Strategically Repositioning to Serve Established Leader with Growing Market Share Manufacturing Key Process Equipment Solutions High-Growth Markets • 40+ years of devel
Slide 6: Corporate & Equipment Product Lines
Corporate & Equipment Product Lines Production CVD and Thermal Process Equipment Central Islip, New York R&D and Pilot CVD Process Equipment Central Islip, New York Ultra High Purity (UHP) Gas & Chemical Corporate Headquarters and Parent Company Equipment Operations Delivery Systems Two Primary Oper
Slide 7: 40 Years of State-of-the-Art Equipment
40 Years of State-of-the-Art Equipment R&D Process EasyTube® 6000 Equipment EasyTube® 3000EXT PECVD 200 /FEL 200 for Nanomaterials including CNFs & CNTs SiC EPI AlN Production CARBON+300 SiC PVT 200 (2023) PVT 150 /200 for High Power Electronics New Production Products Pilot Process Process Equipmen
Slide 8: Over 40 Years of Enabling Technology in Semiconductor Equipment
Over 40 Years of Enabling Technology in Semiconductor Equipment 2013 1982 1986 1999 2005 CVD NASDAQ: Equipment CVV Founded 128,000 ft2 Facility SiGe SiC PVT SiC PVT GaAs EPI GaN Si EPI SiC EPI Si QC SiC PVT GaN HVPE PolyGaN 150 mm 200 mm 1985 1993 1994 1997 2008 2010 2011 2013 2019 2022 2023 Serving
Slide 9: Advanced Modeling and Design Capabilities
Advanced Modeling and Design Capabilities Computational thermal and gas modeling enables simulation, aiding system development and optimization of complex materials processing equipment Temperature Modeling Gas Velocity Optimization Vertically-Integrated Computational Modeling Comprehensive Componen
Slide 10: Vertically Integrated Manufacturing - Built in the USA
Vertically Integrated Manufacturing - Built in the USA Applications Lab Manufacturing Quartzware SDC® Gas Storage & New materials, coatings and processing CVD has expanded its internal Our quartzware manufacturing facility can Chemical Delivery Systems techniques through CVD’s Application manufactur
Slide 11: Market Overview
Market Overview © 2024 CVD Equipment Corporation | All rights reserved 11 enabling tomorrow’s technologies
Slide 12: Growth, Strategic & Emerging Markets
Growth, Strategic & Emerging Markets The need to deploy greener and more environmentally sustainable solutions continues to expand • Replacing fossil fuels with Renewables (wind, power, solar), Electric Vehicles (EVs) • Reducing Emissions, CO2 and other Green House Gases “Electrification of Everythi
Slide 13: Key Markets High Power Electronics Market Drivers
Key Markets High Power Electronics Market Drivers Electric vehicles (EVs) driving the demand for Silicon Carbide Wafers for High Power Electronics Applications High Power Electronics • SiC has a bandgap that is 3X that of silicon, a thermal conductivity that is also 3X higher and a breakdown field t
Slide 14: Adoption of SiC Devices in EVs
Adoption of SiC Devices in EVs Market Driver: EVs play a key role, they are the first mass-volume application to adopt SiC Traction Inverters • Silicon MOSFETS and IGBTs are being replaced with smaller SiC devices that allow faster switching and can operate at higher temperatures and operating volta
Slide 15: Key Markets EV Battery Materials, Energy Storage Market Drivers
Key Markets EV Battery Materials, Energy Storage Market Drivers Demand for improved Charging and Power Distribution and Higher Performance Battery Materials for longer driving range at reduced cost High Power Electronics • Next-generation battery technologies are being developed and evaluated • Batt
Slide 16: Key Markets Aerospace & Defense Market Drivers
Key Markets Aerospace & Defense Market Drivers Demand for Ceramic Matrix Composite Materials (CMCs) in gas turbine engines to reduce weight and enable greater fuel efficiency High Power Electronics • Gas turbine engine OEMs are adopting CMC components within new engine platforms • Published reports
Slide 17: Key Markets Industrial SiC Coating Equipment Market Drivers
Key Markets Industrial SiC Coating Equipment Market Drivers The semiconductor industry is driving the demand for Silicon Carbide (SiC) Coatings onto graphite and carbon reinforced carbon components (e.g. High Power Electronics wafer carriers and susceptors for PECVD, Si epitaxy and MOCVD units) • Si
Slide 18: Product and Technology
Product and Technology © 2024 CVD Equipment Corporation | All rights reserved 18 enabling tomorrow’s technologies
Slide 19: High Growth CVD SiC Wafer Production for High Power Electronics
High Growth CVD SiC Wafer Production for High Power Electronics End-User Process Solutions Key CVD Strengths Applications EV Charging Temperature, Pressure and PVT 150 mm SiC Crystal Overall Process Control EV Motor Power Growth System (2022) Conversion Process Uniformity and Repeatability PVT 200 m
Slide 20: State-of-the-Art Equipment Addressing SiC Wafer High-Growth Market
State-of-the-Art Equipment Addressing SiC Wafer High-Growth Market CRYSTAL Crucible Crystal Bulk GROWTH Charging Growth Annealing Crystal STEPS 2022: Launched PVT150 Crystal Growth System 2023/2024: Launch of PVT200 Crystal Growth System PVT150TM SiC Crystal Growth System launched in 2022, PVT200TM
Slide 21: Crystal Growth- Physical Vapor Transport Systems
Crystal Growth- Physical Vapor Transport Systems PVT150 / PVT200 Go To Market Launch • PVT R&D System: 2011 • PVT150 launched & installed 30 Systems – 2022/2023 • PVT200 launch – 2023/2024 Differentiating Features and Options • Robust Production System with Enhanced Process Controls - Temperature Co
Slide 22: Chemical Vapor Deposition Process Equipment for EV Battery Materials
Chemical Vapor Deposition Process Carbon Nanotubes Equipment for EV Battery Materials (CNTs) on Substrates Coating & Infiltrating Powders with High Performance Nanomaterials Silicon Increased Energy Density • R&D and Production Systems • Powder Tumbler Design • High Volume CNT Processing on Substrat
Slide 23: PowderCoat 300 - CVD R&D Systems
Chemical Vapor Deposition & Infiltration Powder Coat Process for EV Battery Materials PowderCoat 300 - CVD R&D Systems Features and Options • Powder Coating - Deposition of Nanomaterials & Thin Films • Rotating Tumbler for Uniform Mixing • Programmable Speed (0 - 50 RPM) • Volume up to 250 cc • 3 Zo
Slide 24: PowderCoat 1104 - CVD Production Systems
Chemical Vapor Deposition & Infiltration Powder Coat Process for EV Battery Materials PowderCoat 1104 - CVD Production Systems Features and Options • High Volume Powder Infiltration & Coating • Uniform Coating and Deposition of Nanomaterials & Thin Films • Multi-Reactor Chambers for Parallel or Sequ
Slide 25: Chemical Vapor Deposition/Infiltration Equipment for Aerospace & Defense
Chemical Vapor Deposition/Infiltration Equipment for Aerospace & Defense 1. Systems to Coat CMC Engine Components 2. Systems to Coat CMC Components 3. Systems to Coat SiC Fiber used to Manufacture CMC Preforms Production Bond Coat System Production CVI Furnace Production Fiber Tow Coating System • M
Slide 26: Legacy CVD/CVI for Aerospace & Defense and Industrial Markets
Legacy CVD/CVI for Aerospace & Defense and Industrial Markets End-User Process Solutions Key CVD Strengths Applications CMC Engine Production Bond Coat CVD/CVI Furnace Process Components Systems Chamber: 62” ID / 77” H Hypersonics R&D and Production Precise temperature control CVD/CVI Furnaces up to
Slide 27: SDC Gas and Chemical Delivery Solutions
SDC® Gas and Chemical Delivery Solutions SDC® Division of CVD Equipment Corporation • Manufacturer of ultra-high purity gas and chemical delivery systems for the Semiconductor industry as well as in microelectronics, nanomaterial production, and aerospace markets • Sustained market position, continu
Slide 28: Exhaust Gas Conditioning Solutions
Exhaust Gas Conditioning Solutions CVDE manufactures exhaust gas conditioning systems for safe treatment of process effluent gases • Automated handling of flammable, hazardous, corrosive and pyrophoric gases • CVDE’s EGC systems removes particles from the exhaust stream and reacts exhaust biproducts
Slide 29: High Touch Customer Service
High Touch Customer Service CVD Equipment Corporation Provides After Sales Support, Including: • Site Survey • Installation Coordination and Field Acceptance • NRTL/UL/CE Certification Available • Initial Start-Up Support • On-Site Training • Warranty Response and Remote Capability • Help Desk Suppo
Slide 30: Our Future is Electric
Key Markets Our Future is Electric, the Future is High Power Electronics High Quality Components Vertically Integrated Manufacturing & Systems Built in the USA CVDE’s competitive advantage, Manufacture Complete enables reducing cost, reducing Turn-Key Systems lead times and improving quality Manufac
Slide 31: Thank You!
Thank You! PVT200 Physical Vapor Transport System © 2024 CVD Equipment Corporation | All rights reserved 31 enabling tomorrow’s technologies