Jabil Inc. · NYSE:JBL
Jabil — Investor Presentation
17 slides from Jabil's investor presentation
Slide 1: Jabil Optics Overview
JABIL OPTICS OVERVIEW Jabil Proprietary & Confidential
Slide 2: Our Strength & Scale, Capabilities and Markets
OUR KEY BRANDS OUR STRENGTH 180K+ 100 17,000 1,600 250 50 $18B $1.2B & SCALE DEDICATED LOCATIONS IN SUPPLIERS CAPABILITIES TOP BRANDS YEARS OF MANUFACTURING REVENUE OPERATING EMPLOYEES 28 COUNTRIES & SUPPLY CHAIN EXPERIENCE CASH FLOW INTELLIGENT SOCIAL & PEOPLE & OUR IP OPERATIONAL DIGITAL ENVIRONME
Slide 3: Jabil Optics: Investing in the Future
JABIL OPTICS: INVESTING IN THE FUTURE Jabil Jabil opens Sypro Optics becomes Jabil acquires BlueSky Center Optics Germany 2006 Green Point 2008 for Innovation 2015 Jabil launches Jabil Takes Jabil joint venture with 100% ownership acquires Carl Zeiss of Sypro Optics Kasalis 2007 2015 2016 Through st
Slide 4: Core Solutions
CORE SOLUTIONS COMPUTATIONAL PROJECTION CAMERAS SYSTEMS Advanced optics encode Miniaturized projection systems visual information for for RGB image projector modules next-generation applications and IR pattern projector modules 4 Jabil Proprietary & Confidential
Slide 5: Growing Markets
GROWING MARKETS Camera Module Market, by Application, 2015 vs 2020, USD Billions 30 “The growth of the market is propelled 25 by the exponential growth in the 20 consumer electronics application 15 market; especially owing to the 10 growing demand for devices such as 5 cameras, smartphones, and tabl
Slide 6: Growing Market: Computational Cameras
GROWING MARKET: COMPUTATIONAL CAMERAS Mobile Camera TAM w/ Computational Camera Adoption 3,000 2,500 “Mobile Devices Will 2,000 Either Have 3D Sensors (M) units 1,500 or Suffer Flat Sales…” 1,000 TechCrunch, September 9, 2015 500 0 2013 2014 2015 2016 2017 Smartphone w/ Computational Camera Smartpho
Slide 7: Key Markets Drive Adoption
KEY MARKETS DRIVE ADOPTION PC / LAPTOP ROBOTICS MEDICAL SECURITY & MOBILE PHONE AUTOMOTIVE SURVEILLANCE 7 Jabil Proprietary & Confidential
Slide 8: Growing Number of Consumer Use Cases for 3D Imaging
GROWING NUMBER OF CONSUMER USE CASES FOR 3D IMAGING AVATAR PERSONALIZATION 3D SELFIE 3D PRINTING E-COMMERCE SCANNING FOR THE PERFECT FIT 8 Jabil Proprietary & Confidential
Slide 9: Security Applications for 3D Sensing
SECURITY APPLICATIONS FOR 3D SENSING OBJECT PLACEMENT IN PUBLIC SPACES OBJECT DETECTION WALK-THROUGH (Ex: backpack left behind) CONNECTED HOME SECURITY SCANNING MOBILE BANKING (Ex: reducing false positives) (Ex: detect presence, position, volume) (Ex: facial recognition/ authorization) 9 Jabil Propr
Slide 10: Automotive 3D Sensor/LiDAR Applications
AUTOMOTIVE 3D SENSOR/LIDAR APPLICATIONS DISTRACTED/FATIGUED DRIVER DETECTION SITUATIONAL AWARENESS SECURITY & AUTHENTICATION SEAT & AIR BAG ADJUSTMENTS SMART HEADLAMPS HEAD-UP DISPLAY GESTURE RECOGNITION 10 Jabil Proprietary & Confidential
Slide 11: Active Alignment for Miniaturization
ACTIVE ALIGNMENT FOR MINIATURIZATION Maximum precision for better performance and yield. TECHNOLOGY DEMANDS • New devices more difficult to manufacture • Lens must be closer to active device • Larger aperture lens required • Decreasing pixel pitch • Multi-lenses (array, 3D) • Vision analysis require
Slide 12: Value of the Platform
VALUE OF THE PLATFORM By partnering with leaders across the ecosystem, HARDWARE CHIPSET / Jabil Optics is part of SILICON a comprehensive platform strategy. OPERATING APPLICATION SYSTEM SOFTWARE & ALGORITHMS 12 Jabil Proprietary & Confidential
Slide 13: Jabil Adds Value During Manufacturing
JABIL ADDS VALUE DURING MANUFACTURING Contributes a major value to the overall price of the camera module. RESEARCH & PRODUCT MANUFACTURING SYSTEM DISTRIBUTION MARKETING POST-SALES END USER OR DEVELOPMENT INTEGRATION & SALES SERVICES APPLICATION: CONSUMER ELECTRONICS AUTOMOTIVE PROCESSORS PROTOTYPE
Slide 14: D3 – Design, Development, & Deployment
D3 – DESIGN, DEVELOPMENT, & DEPLOYMENT DESIGN DEVELOPMENT DEPLOYMENT FASTER TIME TO MARKET Optical, mechanical, Process development Lean Six Sigma-based INCREASED YIELD and electronic parts and validation manufacturing of design and validation to assemble designed and MAXIMUM PRECISION designed part
Slide 15: Broad Scope of Customer Experience
BROAD SCOPE OF CUSTOMER EXPERIENCE MASS / SERIAL JABIL HAS FULL OPTO- DEVELOPMENT INDUSTRIALIZATION PRODUCTION, PRODUCT MECHANICAL HIGH PRECISION PROVIDED DESIGN DESIGN & INTEGRATION DEPLOYMENT ASSEMBLY DEPLOYMENT CAMERA FOR MODULES PROJECTORS 3D SENSORS SCANNERS AR & VR INCLUDING INCLUDING THERMAL,
Slide 16: Global Operations
GLOBAL OPERATIONS FOR INNOVATION, DESIGN, & EXCELLENCE Jena, San Jose, Opening in September 2017 Germany USA Haifa, Burlington, Israel USA Huangpu, China PROCESS ACTIVE PRODUCT MANUFACTURING DEVELOPMENT ALIGNMENT DESIGN ENGINEERING • Advanced process solutions • Active alignment • World class optics
Slide 17: Thank You
THANK YOU Jabil Optics — Building the vision with embedded optical solutions. 17 Jabil Proprietary & Confidential