Slide 1: 2016 Jabil Analyst & Investor Meeting
2016 JABIL ANALYST & INVESTOR MEETING 1 SEPTEMBER 27, 2016
Slide 2: Forward Looking Statements
Forward Looking Statements Forward looking statements: This presentation contains forward-looking statements, including those regarding our anticipated financial results for our full fiscal year 2016; and our estimated positioning for future financial performance in our fiscal years 2017 through 201
Slide 3: Green Point
Green Point Bill Peters, President, Green Point 3
Slide 4: Technology Trends Create Opportunities
Technology Trends Create Opportunities Miniaturization Augmented & Virtual Reality Optics Next-generation devices require Computational imaging and depth sensing Growth in demand for small drive need for optical sensors in more complexity and precision mechanical components devices 4
Slide 5: Green Point Markets & Strategy
Green Point Markets & Strategy Consumer Lifestyles Optics Mobility Defense & Aerospace Strategy: Differentiation through Material Sciences Broad Mechanics Expertise 5 Unique Capabilities
Slide 6: Green Point Capabilities
Green Point Capabilities Acoustics Automation Fluidics Materials Technology Precision Mechanics Printed Electronics Optics Sensors 6
Slide 7: Smartphone Market: Growth in Key Geographies
Smartphone Market: Growth in Key Geographies (M) 2,000 1,500 1,000 500 0 2015 2016 2017 2018 2019 2020 Asia/Pacific EMEA Latin America North America 7
Slide 8: Beyond Mobility
Beyond Mobility Yesterday Today Tomorrow Cover Glass Acoustics Metal Housing Fiber Composite Cell Phones Other Accessories Optics Small Mechanical Components – 225% 8 Growth
Slide 9: Augmented/Virtual/Mixed Reality Market Opportunity: $150B by 2020
Augmented/Virtual/Mixed Reality Market Opportunity: $150B by 2020 Source: Digi-Capital 9
Slide 10: Growing Optics Market: Computational Cameras
Growing Optics Market: Computational Cameras “Mobile Devices Will Either Have 3D Sensors or Suffer Flat Sales…” TechCrunch, September 9, 2015 3,000 2,500 2,000 (M) units 1,500 1,000 500 0 2013 2014 2015 2016 2017 Smartphone w/ Computational Camera Smartphone 10
Slide 11: Strategic Investments Position Jabil as Industry Leader in Optics
Strategic Investments Position Jabil as Industry Leader in Optics 2006 2008 2007 2015 11
Slide 12: Optics Capability: Active Alignment for Miniaturization
Optics Capability: Active Alignment for Miniaturization Maximum precision for better performance and yield. TECHNOLOGY DEMANDS • Devices difficult to manufacture • Lens must be closer to active device • Larger aperture lens required • Decreasing pixel pitch • Multi-lenses (array, 3D) • Vision analys
Slide 13: Advantage of Active Alignment
Advantage of Active Alignment Image Region Center Top-Right Top-Left Bottom-Left Bottom-Right Final MTF (% of Max) 100.00% 97.10% 84.70% 97.98% 70.07% 13
Slide 14: Key Markets for Active Alignment Technology
Key Markets for Active Alignment Technology CAMERA MODULES PROJECTION MODULES Consumer Virtual / Augmented Reality Automotive Gesture Recognition 14
Slide 15: Optics Opportunity: Security Applications for 3D Sensing
Optics Opportunity: Security Applications for 3D Sensing Object Placement In Public Spaces Object Detection Walk-through Connected Home Mobile Security Scanning Banking 15
Slide 16: Fiber Composite
Fiber Composite Fiber Composite over-molding technology uses Continuous Fiber Reinforce Thermoplastics (CFRT) with injection molded mechanical features Thin wall thickness, light weight, and high strength. Applications include: Laptop, cell phones, automobile parts, tablets, and sports equipment 16
Slide 17: Opportunities in Liquid Silicone Rubber
Opportunities in Liquid Silicone Rubber Liquid Silicone Rubber is a biocompatible flex material with excellent thermal and chemical resistances. Used as single shot or combined with a supporting plastic structure in 2 shot molding to provide a unique soft touch tactility and surface hardness for cos
Slide 18: Low Cost Precision Aerospace Machining
Low Cost Precision Aerospace Machining Global partnership with US based aerospace manufacturer. Low cost machining facility in Bandung, Indonesia; operational early 2017. Machines & Parts Site capabilities scalable for multiple OEM customers. 18
Slide 19: Customer Case Study: Tile
Customer Case Study: Tile “We had over 200,000 pre-orders and working with Jabil enabled us to get to the manufacturing phase much faster. It was important to clear hurdles early on, so we didn't have to stop production for quick fixes. We utilized Jabil's engineering as much as possible to save tim
Slide 20: Thank You
THANK YOU 20