Kulicke And Soffa Industries, Inc. · NASDAQ:KLIC
Kulicke And Soffa Industries — Investor Presentation (July 2010)
12 slides from Kulicke And Soffa Industries's investor presentation, Jul 14, 2010
Slide 1: Investor Presentation July 2010
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Slide 2: Safe Harbor Statement
Safe Harbor Statement In addition to histoncal statements, this presentation and oral statements made in connection with it may contain or incorporate by reference Information that includes or is based upon forward-looking statements within the meaning of the Private Securities Litigation Reform Act
Slide 3: Management Contacts, Stock Information and Financial Summary
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Slide 4: Overview
Overview Broad-based Demand Continues Across Entire Product Line + Macro Trends Growth among developing countries Electronic density in consumer products + Industry Specific Positioned well for copper transition Growing share within LED market + Long-Term Growth Potential Die Bonding business Wedge
Slide 5: Market Perspective — Macro Trends
Market Perspective — Macro Trends + Emerging Markets New demand may be outside of traditional IC data collection methods Currently ~730m mobile subscribers in China* Vs 286m in US + Portable Devices Mobile handsets & smartphones; 47% CAGR 2010-2011** Mobile PCs & netbooks; 30% CAGR 2010-2011** Suppo
Slide 6: Market Perspective — Industry Specific: Copper Demand
Market Perspective — Industry Specific Copper Demand Continues to Strengthen + Adoption faster than expected + Key customers demand a 100% K&S Copper Solution Competitive advantage K&S Fine Pitch strength parallels with Copper process requirements + K&S is well positioned for Copper Replacement Cycl
Slide 7: Market Perspective — Industry Specific: LED Penetration
Market Perspective — Industry Specific LED Penetration - New Market for K&S 1. + Unit demand to grow at 50% CAGR 2009-201 1* Backlight demand drives near-term growth Significant MOCVD tool capacity increases in 2010** + Large value opportunity Great fall through Market growth and share continues + S
Slide 8: Long-Term Growth Potential: Die Bonding Business
Long-Term Growth Potential Die Bonding Business + Serves advanced packaging Stacked Die High-End BGA + Recently introduced iStack Qualifications have begun Aggressively marketing Cost reductions in place * Creates platform for expansion into other Die Bonder platforms Confidential 8. VE cuticke & So
Slide 9: Long-Term Growth Potential: Wedge Bonding Business
Long-Term Growth Potential Wedge Bonding Business + Strategic entry through 2008 acquisition + Serves the attractive & growing power management market Alternative Energy: Hybrid vehicles, Wind & solar power generation Consumer Products: Automotive, Lighting & Portable Electronics + Aggressive cost r
Slide 10: Market Perspective — Current Business Conditions
Market Perspective — Industry Specific Current Business Conditions + Ball and wedge bonder demand remains at record levels + Ball bonder orders booked into December + Some Q4 ball bonder orders pushed-out, expect to fill slots with other demand, including memory + Expect September quarter revenue se
Slide 11: Summary
Summary Mid & Long Term Growth Opportunities Macro Trends Industry Shifts Die & Wedge Bonding * Creating Incremental Growth Opportunities In: Copper Bonding LED Devices Die & Wedge Bonding + Improving Balance Sheet Strength + Leading Semiconductor Assembly Equipment and Tools Provider Confidential 1
Slide 12: K&S Customers' Factory Utilization
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