Elmos Semiconductor Se · XETR:ELG
Elmos Semiconductor — Investor Day (November 2024)
8 slides from Elmos Semiconductor's investor day presentation, Nov 11, 2024
Slide 1: China Strategy & M&A Activities
November 11, 2024 China Strategy & M&A Activities Dr. Burkhard von Spreckelsen, CDO
Slide 2: Update: Sale of Dortmund Wafer Fab to Littelfuse
Update: Sale of Dortmund Wafer Fab to Littelfuse Key Aspects ▪ Selling of the Dortmund wafer fab to Littelfuse for approx. 93 million Euro (definitive agreement signed on June 28, 2023) ▪ Closing of the transaction is planned for December 31, 2024 ▪ Elmos to source semiconductors from the Dortmund w
Slide 3: Elmos Approach to M&A
Elmos Approach to M&A M&A Strategy ▪ We aim to be no. 1 or 2 in the businesses, we are active in ▪ We have set a clear financial ambition level to achieve our Operating Model ▪ We continuously review our activities and implement portfolio-optimization as reasonable (sale of SMI in 2019, acquisition
Slide 4: Artificial Intelligence (AI) at Elmos
Artificial Intelligence (AI) at Elmos AI Objective and Ambition ▪ We leverage AI-technologies (analytical and generative AI) to support the organization achieving the targets of the Operating Model AI Use Cases ▪ We focus on use-cases based on established and widely- used AI-technologies in order to
Slide 5: Automotive Market in China: Growth and Innovation
Automotive Market in China: Growth and Innovation Key Aspects Vehicles per 1,000 inhabitants ▪ China is by far the largest automotive market globally with roughly 30 million vehicles produced in 2023 820 750- 780 800 ▪ There are two key volume growth drivers: ▪ Car ownership in China is at a compara
Slide 6: Reasons for Renewal of Elmos China Strategy
Reasons for Renewal of Elmos China Strategy Geopolitical Dynamic Renewed China Strategy ▪ In general, we see trade relationships between China and Strong Market Position of the West tightening Elmos in China ▪ The semiconductor industry is in particular in focus ▪ Based on a strong team of salespeop
Slide 7: China Strategy: Achievements and Next Steps
China Strategy: Achievements and Next Steps Renewed Elmos China Strategy: Local-for- Founding of JiWeiCheng in Shanghai ISO 9001 Certification Local Approach with JiWeiCheng ▪ Vision to supply Chinese semiconductors to the market ▪ Increasingly managing the value-chain from China with Chinese value-
Slide 8: Disclaimer
Disclaimer This presentation contains forward-looking statements based on beliefs of Elmos‘ management. Such statements reflect the company‘s current views with respect to future events and are subject to risks and uncertainties. Many factors could cause the actual results to be materially different