Comet Holding Ag · SIX:COTN

Comet — Investor Day (November 2012)

10 slides from Comet's investor day presentation, Nov 14, 2012

  1. Slide 1: Plasma Control Technologies: Commercializing the RF power supply unit

    14.11.2012 Plasma Control Technologies Commercializing the RF power supply unit trough expanded market access Michael Kammerer, President of Plasma Control Technologies Technology with Passion Agenda 1 PCT business environment 2 What makes COMET PCT successful? 3 Strategic objectives: what do we wan

  2. Slide 2: Chances in a cyclic business environment

    14.11.2012 Chances in a cyclic business environment Trends Smart Mobility Connectivity Efficiency More efficient … require higher smartphones performing chips and and tablets … ….transition to a new (Flash, NAND memories) wafer technology 450mm 3 Challenges in a cyclic business environment Trends Ph

  3. Slide 3: PCT in the right markets where RF power is needed

    14.11.2012 PCT in the right markets where RF power is needed Communication Mobile Phones, mobile computing Solar Thin-film doubles in market shares by 2030.Crystalline will also use RF processes in the future. Thin Film Flatpanels / Displays LCD, AMOLED LED Future Technology for industrial and house

  4. Slide 4: PCT business model: why do our customers choose us?

    14.11.2012 PCT business model Example memory chip for smart phone 7 Why do our customer choose us? High quality RF High competences in Innovative and product portfolio RF technology flexible approach Proximity to our Highly competent customers with Global operational R&D teams sales&service, excelle

  5. Slide 5: Strong market position worldwide

    14.11.2012 Strong market position worldwide COMET Vacuum capacitors Meiden Guoli Market size 2011: ca. $78m Others 2011 COMET Daihen RF matchboxes AE MKS Market size 2011: ca. $200m Others 2011 Based on market research and own estimations 9 Expand market position Increase market share up to 10% by 2

  6. Slide 6: Strategic Goals: Push innovative technologies

    14.11.2012 Agenda 1 PCT business environment 2 What makes COMET PCT successful? 3 Strategic objectives: what do we want to achieve? 4 Core initiatives at a glance: building blocks 11 Strategic Goals: Push innovative technologies 1  Targeted Investment in further development of RF & vacuum technolog

  7. Slide 7: Strategic Goals: Expand market reach

    14.11.2012 Strategic Goals: Expand market reach 2  Focus on top customers (Penetration LAM, AMAT)  Business development ASIA (China, Korea Taiwan)  Strengthen sales / key account organization Strong growth  Push emerging RF generator business  Accelerate sales for standard products  Diversify

  8. Slide 8: Semiconductor – remains PCT core market

    14.11.2012 Semiconductor – remains PCT core market COMET with R&D projects in leading position  All big OEMs in Silicon Valley have been penetrated with COMET matchboxes on most systems for the advanced 300mm technology. New projects regarding 300mm are still ongoing.  Further agressive penetratio

  9. Slide 9: Business development outside SEMI with RF Technology

    14.11.2012 Business development outside SEMI with RF Technology  VHF Amplifiers for medical applications  COMET => exclusive 1st source for VHF Amplifier  Customized products with extreme wide frequency (350 – 600MHz)  Strong customer partnership since 1985  Establish RF generators for laser ap

  10. Slide 10: PCT Strategic building blocks 2015

    14.11.2012 PCT Strategic building blocks 2015 1 Key Technologies  Vacuum and RF technology Strong Growth 2  Focus on top customers (Penetration LAM, AMAT)  Business development Asia  Strengthen sales / KAM organization  Diversify businesses outside semi / solar 3 Emerging Business  Push RF gen

Comet Holding — Investor Day (November 2012) on 6ix