Nikon Corp. · TSE:7731
Nikon — H1 FY2005 Earnings Presentation
17 slides from Nikon's earnings presentation, Nov 16, 2004
Slide 1: 2005
IR 2004 11 16 2005 3
Slide 2: 2004
IR 2004 11 16 2004 9
Slide 3: 2004 interim results overview
IR 2004 11 16 2004 9 81 78 3,200 3,122 2003 9 2004 9 2004 9 2,409 47 40 30 17 20 10 -5 03/9 04/9 04/9
Slide 4: / 3,200 3,122 2,409 1,086 20 1,050 155 22 696 75 72 -4 -15
IR 2004 11 16 / 17 3,200 3,122 5 240 206 230 225 2,409 81 183 1,086 40 220 1,050 155 22 696 75 72 -4 -15 1,800 1,741 -5 -8 1,426 -15 -125 -116 -120 -137 -17 03/9 04/9 04/9 03/9 04/9 04/9
Slide 5: IC, LCD and DSC segment results
IR 2004 11 16 03/9 04/9 04/9 04/9 04/9 03/9 04/9 04/9 04/9 04/9 03/9 03/9 DSC DSC IC IC 76 76 110 110 109 109 215 215 355 355 300 300 DSC DSC 88 25 25 34 34 88 55 55 50 50 IC IC 84 84 135 135 143 143 DSC DSC 223 223 410 410 350 350 LCD LCD 15 15 40 40 40 40 61 61 80 80 74 74 99 99 175 175 183 183 41
Slide 6: DSC COOLPIX D70
IR 2004 11 16 2004 9 DSC COOLPIX 40 D70 10 ArF NSR-S308F NA0.92 ArF 10 1 2001 12 ASML 9 145 160
Slide 7: 2004
IR 2004 11 16 2004 9
Slide 8: 03FY 04FY IC LCD
IR 2004 11 16 03FY 22 LCD 21 04FY IC 18 IC 23 20 C 9 % 14 281 Nikon 5 16 04 A 15 6 57 IC 53 52 52 3 31 23 1Q 2Q 3Q 4Q 1Q 2Q
Slide 9: DSC quarterly
IR 2004 11 16 2Q 191 350 1Q 159 DSC
Slide 10: 2005
IR 2004 11 16 2005 3
Slide 11: 2005 forecast
IR 2004 11 16 2005 3 286 280 7,000 6,600 500 550 450 550 190 5,064 396 2,500 2,300 480 1,581 3,700 37 3,600 24 2,847 -240 -250 -300 -43 2004 3 2005 3 04/3 05/3 05/3
Slide 12: Segment forecast
IR 2004 11 16 11 05/3 05/3 US US 107 107 16 16 33 128 128 11 11 22 DSC DSC DSC DSC IC IC LCD LCD 04CY 04CY 550 550 160~180 160~180 04FY 04FY 5,950 5,950 250 250
Slide 13: 2005 forecast detail
IR 2004 11 16 2005 3 6,600 3,122 / 3,478 81 280 199 60 60 150 150 4,510 47 190 143 210 210 114 114 1,810 78 280 286 208
Slide 14: ASML and Carl Zeiss SMT patent dispute
IR 2004 11 16 ASML 2001 12 ASML ITC) 2003 5 145 160 ITC CAFC ASML ASML Carl Carl Zeiss Zeiss SMT SMT 2004 8 Carl Zeiss SMT 87 58 2004 9 60 04 40 04 9 05 6 05 9 06 6 06 2004 11 9 07 6 07
Slide 15: 2005 initiatives
IR 2004 11 16 2005 3 DSC 280 D70 DSC ArF ASML Carl Zeiss SMT 145 160 4 8
Slide 16: 2006
IR 2004 11 16 2006 3
Slide 17: Segment targets
IR 2004 11 16 IC IC LCD LCD 600 600 100 100 110 110 130 130 33 DSC DSC DSC DSC 7,000 7,000 400 400 11 55