Aem Holdings Ltd. · SGX:AWX
Aem — Shareholder Meeting (April 2018)
18 slides from Aem's shareholder meeting presentation, Apr 26, 2018
Slide 1: Presentation to Shareholders
Presentation to Shareholders AEM Holdings Ltd | AGM 26 April 2018
Slide 2: Disclaimer
Disclaimer This is a presentation of general information relating to the current activities of AEM Holdings Ltd (“AEM”). It is given in summary form and does not purport to be complete. In addition, the presentation may contain forward- looking statements relating to financial trends for future peri
Slide 3: Business highlights
Business highlights • Leading global provider of high-end test handlers. Estimated global TAM of S$1 billion per year. • Stable, 15+ year relationship with marque customer spanning 4 test handler platforms • Attractive and durable core business based on selling handler platforms Test handlers prov
Slide 4: AEM's solutions
AEM’s solutions AEM’s solutions cover logic, MEMS and RF, from wafer level to system level Semiconductor MEMS Test & Measurement • High density modular automated • Package and Wafer Level test • Portable multi-mode vector network test platform (HDMT) solutions analyzers • System level test Platform
Slide 5: AEM's global footprint contributes sales, manufacturing, and field support to acquired businesses
AEM’s global footprint contributes sales, manufacturing, and field support to acquired businesses AEM Global Footprint AEM subsidiary factories Direct engineering support 3rd party engineering support Afore Finland Turku Oregon ★ Chandler (US HQ) Chengdu Suzhou Austin Israel Penang Ho Chi Minh Costa
Slide 6: What has changed in the last 12 months?
What has changed in the last 12 months? Our business is on a solid growth footing as our investments continue to pay off 1 New handler platform is in full commercial ramp up and into replacement cycle of competitors’ equipment • Strong ramp in 2017 that is expected to continue in 2018 (as per our is
Slide 7: A broader and technically deeper leadership team as the business scales
A broader and technically deeper leadership team as the business scales AEM’s strategy and success have allowed us to attract more world-class talent Additions to the AEM leadership team since last AGM Vesa Hentonnen Harshang Pandya TM Chua Darren Lim CEO Afore GM of Test & Measurement VP Engineerin
Slide 8: Future earnings growth through consumables, new programs and M&A
Future earnings growth through consumables, new programs and M&A HDMT program expected to hit maturity in 2019. Earnings growth will be driven through HDMT consumables, new key account programs, and new business units from 2019 and beyond 2017 2018 2019 • Strong growth ramp for HDMT u u Core account
Slide 9: AEM's acquisition strategy drives market expansion & strong synergies…
AEM’s acquisition strategy drives market expansion & strong synergies… + Acquisition of IRIS deepens engineering, product & technology capabilities across all segments for AEM 9
Slide 10: … and also drives AEM's industry leadership in a growing market
… and also drives AEM’s industry leadership in a growing market Macro Drivers AEM’s Roadmap Package/ System/ Wafer Smart + Connected everything Component SIP 1 Semiconductor Megatrends: AI, Big Data, IoT, 5G, Industry • Logic AMPS 4.0, Cloud Computing, Autonomous Driving • Non-Logic • MEMS Afore 2 D
Slide 11: What is AMPS by AEM
What is AMPS by AEM AMPS Asynchronous Modular Parallel Smart platform • Singular Test framework that support for different testers or same testers/different-programs to coexist. • Common, configurable test environment for both functional and system level test. • Modular handler structure with advanc
Slide 12: AEM has proven ability to build test platforms for large-scale global customers
AEM has proven ability to build test platforms for large-scale global customers Volume Manufacturing and Global Field Service Customized Design: Concept to Prototype Support 1 2 1 Deep knowledge 2 In-house 3 Competitive 4 Mass 5 Track record in 6 Global supply in next technologies engineering cost p
Slide 13: Test & Measurement
Test & Measurement
Slide 14: AEM Test and Measurement Solutions (AEM TMS) Journey
AEM Test and Measurement Solutions (AEM TMS) Journey • RF solution MMVNA successfully Startup deployed at InspiRain a major AEM acquires Technologies automotive InspiRain to founded by cable 2015 the team with strong RF test 2017 combine automation 2018 manufacturi and testing ng plant and expertise
Slide 15: AEM MMVNA-100
AEM TMS: Comparison with Traditional RF Testers AEM MMVNA-100 Traditional VNA • Large port count at low cost •Fewer ports, high cost/port • Perfect mix of adequate noise floor, port count, size •>120dB noise floor, required only in some lab tests and cost • Small size, customizable, •>50GHz frequenc
Slide 16: TMS Products and solutions at trade-show
TMS Products and solutions at trade-show Customers viewing demonstration of automated Connector testing at AEM booth at BICSI show in Florida, Feb 2018 16
Slide 17: Further Updates on TMS progress
Further Updates on TMS progress Marketing efforts enhanced with AEM’s global outreach, specifically in the USA through the Chandler office Leveraging synergies: Integrated R&D efforts under way between TMS team AEM’s System level test team to develop innovative automation test solution Beta testing
Slide 18: Thank You
Thank You Investor relations contact : Financial PR Pte Ltd Romil SINGH / El LEE / Reyna Mei Tel: 6438 2990 / Fax: 6438 0064 E-mail: romil@financialpr.com.sg / el@financialpr.com.sg / reyna@financialpr.com.sg