Rogers Corporation · NYSE:ROG
Rogers — Investor Day (June 2010)
17 slides from Rogers's investor day presentation, Jun 28, 2010
Slide 1: Rogers Investor Event: Celebrating 10 Years on NYSE
Rogers Investor Event Celebrating 10 Years on NYSE June 28, 2010 This presentation may not be reproduced, copied, published, transmitted or otherwise distributed for any reason.
Slide 2: Agenda
Agenda 12:00pm Rogers Strategic Direction - Bob Wachob (President & CEO) 12:30pm High Performance Foams - Pete Kaczmarek (Senior VP) 12:45pm Printed Circuit Materials - Mike Bessette (VP Advanced Circuit Material Business) 1:00pm Power Distribution Systems - Bob Daigle (Senior VP & CTO) 1:15pm Therm
Slide 3: Forward-Looking Information
Forward-Looking Information Statements in this presentation other than historical facts, including without limitation statements regarding the Company’s business strategy, future results of operations and financial position, and plans and objectives of management, are forward-looking statements with
Slide 4: Key Megatrends Fueling Our Growth
Key Megatrends Fueling Our Growth Continued Internet Growth Expansion of Mass Transit Investment in Sustainable Energy This presentation may not be reproduced, copied, published, transmitted or otherwise distributed for any reason. | 4
Slide 5: Sales of the Three Core Businesses 2003 to 2009
Sales of the Three Core Businesses 2003 to 2009 This presentation may not be reproduced, copied, published, transmitted or otherwise distributed for any reason. | 5
Slide 6: Three Megatrends
Three Megatrends Internet • Wireless Infrastructure • Antennas • Mobile Internet Devices • Wired Infrastructure Mass Transit • Planes • Trains Sustainable Energy • Wind • Solar • HEV/EV This presentation may not be reproduced, copied, published, transmitted or otherwise distributed for any reason. |
Slide 7: Market Size & Growth: Wireless
Market Size & Growth: Wireless All BTS: 6% 3G/4G CAGR: 15% 3G & 4G mobile networks provide greater opportunities for Rogers This presentation may not be reproduced, copied, published, transmitted or otherwise distributed for any reason. | 7
Slide 8: Why is 4G Different from 3G?
Why is 4G Different from 3G? 3G never had “killer app”, 4G has mobile video • Current mobile video demand saturating AT&T’s 3G network with iPhone Projected data rates significantly exceed 3G capabilities • 3G 1-10 Mbps vs 4G 10-100Mbps 4G/LTE reduces cost per bit by 80% compared to 3G/WCDMA • Highe
Slide 9: Market Trend
Market Trend This presentation may not be reproduced, copied, published, transmitted or otherwise distributed for any reason. | 9
Slide 10: Mass Transit
Mass Transit Boeing predicts 29,000 new commercial aircraft in the next 20 years Freight and passenger trains grow 11% CAGR Market size $95-$150M This presentation may not be reproduced, copied, published, transmitted or otherwise distributed for any reason. | 10
Slide 11: Sustainable Energy
Sustainable Energy This presentation may not be reproduced, copied, published, transmitted or otherwise distributed for any reason. | 11
Slide 12: Wind Energy Market
Wind Energy Market This presentation may not be reproduced, copied, published, transmitted or otherwise distributed for any reason. | 12
Slide 13: Solar - Photovoltaic Market
Solar - Photovoltaic Market This presentation may not be reproduced, copied, published, transmitted or otherwise distributed for any reason. | 13
Slide 14: Annual Demand for HEV/EV in M units
Annual Demand for HEV/EV in M units HEV/EV This presentation may not be reproduced, copied, published, transmitted or otherwise distributed for any reason. | 14
Slide 15: HEV/EV Configurations & Power Device Applications
HEV/EV Configurations & Power Device Applications This presentation may not be reproduced, copied, published, transmitted or otherwise distributed for any reason. | 15
Slide 16: Active Projects for 2011 and Beyond
Active Projects for 2011 and Beyond Market Segment/ Active 1st Year Application Area Opportunities Potential Sale (000) This presentation may not be reproduced, copied, published, transmitted or otherwise distributed for any reason. | 16
Slide 17: Key Megatrends Fueling Our Growth
Key Megatrends Fueling Our Growth Continued Internet Growth Expansion of Mass Transit Investment in Sustainable Energy This presentation may not be reproduced, copied, published, transmitted or otherwise distributed for any reason. | 17