Dupont De Nemours, Inc. · NYSE:DD
Dupont De Nemours — DowDuPont — Barclays Electronic Materials Conference 2018
22 slides from Dupont De Nemours's conference presentation, May 14, 2018
Slide 1: Empowering the World with the Essential Innovations to Thrive
B A R C L AY S E L E C T R O N I C M AT E R I A L S CONFERENCE EMPOWERING THE WORLD WITH THE ESSENTIAL INNOVATIONS TO THRIVE MARC DOYLE Chief Operating Officer, Specialty Products Division of DowDuPont May 14, 2018
Slide 2: DowDuPont – Bringing Together Two Complementary Portfolios
DOWDUPONT – BRINGING TOGETHER TWO COMPLEMENTARY PORTFOLIOS WITH INTENTION TO CREATE THREE STRONG COMPETITORS AGRICULTURE MATERIALS SCIENCE SPECIALTY PRODUCTS Broad offering and One of the strongest, deepest World-class innovation robust pipeline across chemistry toolkits with robust process and appl
Slide 3: Agenda
Specialty Products Overview AGENDA Market Trends and Growth Drivers Enabling a More Connected World Final Thoughts 3
Slide 4: Specialty Products Division at a Glance
SPECIALTY PRODUCTS DIVISION AT A GLANCE ELECTRONICS & IMAGING SALES BY REGION* ~32% ~38% ~24% TRANSPORTATION & ADVANCED ~$21B NUTRITION & BIOSCIENCES POLYMERS Net Sales* ~6% SAFETY & CONSTRUCTION ~25% Operating EBITDA Margin Market Insights & Customer Intimacy Technology & Innovation Edge 32,000 200
Slide 5: Customer-Focused Global Innovation Centers and Capabilities
CUSTOMER-FOCUSED GLOBAL INNOVATION CENTERS AND CAPABILITIES SPECIALTY PRODUCTS R&D AND INNOVATION CENTERS 2018E R&D Spend Midland, MI Troy, MI Netherlands Marlborough, MA Denmark Switzerland Russia $0.9B Turkey Wilmington, DE Korea Silicon Valley Japan China India Taiwan 4.5% Brazil Global Innovatio
Slide 6: Broad Portfolio of Market-Leading Offerings
BROAD PORTFOLIO OF MARKET-LEADING OFFERINGS Proprietary and Differentiated Technologies and a Robust Pipeline Nutrition & Transportation & Safety & Electronics & Biosciences Advanced Polymers Construction Imaging Net Sales Net Sales Net Sales Net Sales 2017 9,700 2017 5,100 2017 7,700 2017 6,000 Col
Slide 7: Electronics & Imaging: Our Businesses
ELECTRONICS & IMAGING A Powerful Combination OUR No other company has the depth and breadth of knowledge, applications and BUSINESSES technical expertise, and product portfolio to solve customers’ problems Semiconductor Interconnect Photovoltaics & Advanced Display Technologies Solutions Advanced Ma
Slide 8: Electronics & Imaging Portfolio
ELECTRONICS & IMAGING PORTFOLIO Semiconductor Interconnect Photovoltaics and Advanced Display Technologies Solutions Advanced Materials Printing Technologies Advanced Metallization, Materials to Flexographic Materials for materials for imaging, surface increase the printing solutions display integra
Slide 9: Global Market Trends
GLOBAL MARKET TRENDS Environment Connectivity › Renewable energy › Internet of things › Automotive › Smart and getting smarter › LED lighting › Safety › More efficient products Emerging Markets Enhanced User & Urbanization Experience › Increased production › Augmented reality › Increased consumption
Slide 10: Four Examples of Growth Markets and Drivers
FOUR EXAMPLES OF GROWTH MARKETS AND DRIVERS Internet of Automotive 5G Smart Cities Things › Reduced energy › Billions of sensors and › Increased data volumes › Smarter infrastructure consumption connected devices › Higher speed and › More energy efficient › Increased electronic › Miniaturization of
Slide 11: Enabling Automotive Electrification
ENABLING AUTOMOTIVE ELECTRIFICATION Assembly & Packaging Semiconductors Electronics Substrates Displays › Specialty nylon and › CMP pad/slurry › Interconnects › Display materials polyester resins › Photoresists & › Surface finishing › OLED materials › High performance cleaners › Dry films › Quantum
Slide 12: Electric Vehicles: Broad Participation Under the Hood, Inside the Car
ELECTRIC VEHICLES Photoresists, Polishing Pads & Slurries, Broad Participation Under the Hood, Ancillaries & Cleaners, Plating on Plastics, Inside the Car and Around It Connector Plating, Circuit Board Plating & Substrates, Advanced Packaging Materials, Passive Plating ELECTRONICS & IMAGING TRANSPOR
Slide 13: Solutions for the IoT, Connectivity and Artificial Intelligence Markets
SOLUTIONS FOR THE IOT, CONNECTIVITY AND ARTIFICIAL INTELLIGENCE MARKETS Wearables Smart Phones Network Connectivity Cloud › Flexible & foldable › Flexible substrate › Solutions for a wide › Semiconductor films for substrates › Interconnects range of power and materials and display › Semiconductor fr
Slide 14: Smart Body-Wear: $400MM Market Growing Rapidly
SMART BODY-WEAR: $400MM MARKET GROWING RAPIDLY DuPont™ Intexar™ Heat Advances Wearable Heat Technology WEARABLES: DUPONT™ INTEXAR™ HEAT WORN BY TEAM USA AT 2018 OLYMPIC GAMES COVER FILM 1 A plain or customized protective layer shields the ink from exposure. RESISTOR 2 A thin layer of carbon radiates
Slide 15: Powering the 5G Wireless Evolution for a More Connected World
POWERING THE 5G WIRELESS EVOLUTION FOR A MORE CONNECTED WORLD Smart Phones & Advanced Base Stations Antennas Personal Electronics Automotive & FWA › Low temperature › Advanced low loss › LTCC substrate for › High reliability circuit cofired ceramic dielectrics for mmWave array materials for ultra (L
Slide 16: 5G and AI Enabled Mobile Devices Demand Highly Engineered Materials
5G AND AI ENABLED MOBILE DEVICES DEMAND HIGHLY ENGINEERED MATERIALS Protection Film CMOS Image Flexible/Foldable Sensor Display APU / Memory Display Power Amplifier/RF Performance Resins Advanced Board & Assembly Packaging Fingerprint Sensor Structural Light Ambient Sensor Parts Thermal DuPont™ Flex
Slide 17: The Emerging Smart Cities Market
THE EMERGING SMART CITIES MARKET Complete Street Comfortable Communicative & Infrastructure Designs Living Conditions Intelligent Buildings Structural Health › Insulated, heated › Localized individual › Building roof, wall & › Integrated sensing roads & sidewalks heating & cooling floor envelope and
Slide 18: Our Powerful Capabilities in Innovation and Industry Leadership
OUR POWERFUL CAPABILITIES IN INNOVATION SPECIALTY INDUSTRY LEADERSHIP Partner of Choice Proprietary Differentiation Innovation & Impact › Bio-Based Product Innovation of › Protein Engineering and › Advantaged insights into the Year – P&G Production customer needs › E&I-CMP Business won the Best › Fo
Slide 19: Integrated Application Engineering to Address Customers' Unique Needs
INTEGRATED APPLICATION ENGINEERING TO ADDRESS CUSTOMERS’ UNIQUE NEEDS . 1 . 4 . 2 . 3 . 1. OEM / Customer Engagement 3. Thoughtful Scale Up › Toughest problems & mutual › Meet quality requirements commitment › Pilot scale manufacturing › Unique capabilities & high value in use › Strong in-house & co
Slide 20: We Will Be an Innovation-Driven Specialty Company
Unique in the market due to our strong and complementary technologies and products One of the largest specialty products companies in the world WE WILL BE AN INNOVATION-DRIVEN Strong leadership position in each of our primary markets SPECIALTY COMPANY Volume-driven growth fueled by product and marke
Slide 21: Forward-Looking Statements
FORWARD-LOOKING STATEMENTS This communication contains “forward-looking statements” within the meaning of the federal securities laws, including Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. In this context, forward-looking
Slide 22: Q&A
Q&A 22
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