CAPITAL MARKETS DAY - STERNENFELS

Transcription

1 CAPITAL MARKETS DAY - STERNENFELS STRATEGY UPDATE: - SUSS DR. FRANZ RICHTER, CEO September 13, 2018

2 DISCLAIMER This presentation contains forward-looking statements relating to the business, financial performance and earnings of SUSS MicroTec SE and its subsidiaries and associates. Forward-looking statements are based on current plans, estimates, projections and expectations and are therefore subject to risks and uncertainties, most of which are difficult to estimate and which in general are beyond the control of SUSS MicroTec SE. Consequently, actual developments as well as actual earnings and performance may differ materially from those which explicitly or implicitly assumed in the forward-looking statements. SUSS MicroTec SE does not intend or accept any obligation to publish updates of these forward-looking statements. SUSS MicroTec Capital Markets Day

3 SUSS MICROTEC TODAY Equipment provider for semiconductor and related industries Semi front-, mid- and back-end, MEMS, RF, Opto, etc. Strong focus on Asian markets Tier one market players becoming major customers Very demanding market environment SUSS MicroTec Capital Markets Day

4 MAIN PRODUCTION SITES Germany Switzerland USA Taiwan Sternenfels* Garching* Neuchatel (Switzerland) Corona (California) Zhudong (Taiwan) Development/production: Bonder Coater and Developer Photomask Equipment Core competencies: Wet Processing Wafer Bonding Photomask Equipment SUSS MicroTec HQ Development/production: Mask Aligner Bond Aligner Core competencies: Exposure (proximity exposure) Alignment Bond Aligner Core competencies: Production of micro-optical components Imprint excellence center Production facility ~1,240 m² (including new facility) Development/production: Stepper/Scanner Laser Processing Core competencies: Exposure (UV projection) Laser Ablation Production facility ~7,000 m² Core competencies: Final Assembly Coater Application Show Room Production facility ~1,300 m² Production facility ~15,000 m² Production facility ~9,000 m² Production site is owned by SUSS MicroTec SUSS MicroTec Capital Markets Day

5 STERNENFELS OUR MAJOR PRODUCTION FACILITY Competence center for photomask cleaning and wafer processing (Coat & Develop, Bonding) Production R&D center: technology, product, application Customer care center Supply chain management m² production facilities m² land Approx. 200 employees SUSS MicroTec Capital Markets Day

6 SUSS - WHAT S NEXT? Strategy SUSS 2025 SUSS MicroTec Capital Markets Day

7 MARKET ENVIRONMENT - MEGATRENDS Digitization Wireless Communication Data Networks Cloud Computing Internet of Things Smart Factory Autonomous Driving Mobility Automation SUSS MicroTec Capital Markets Day

8 OUR GROWTH DRIVERS Advanced Packaging RF MEMS 3D Packaging FOWLP SUSS MicroTec Capital Markets Day

9 WAFER LEVEL OPTICS CURRENT INDUSTRIAL APPLICATIONS: Packaging of 3D face ID sensors Various image sensors Finger print recognition optical devices Disposable endoscopic cameras Light carpets for automotive industry Optical gratings for telecommunication devices WLO markets expected to grow significantly Besides existing players new key customers in China Big market opportunities for SUSS imprint technologies & SMO SUSS MicroTec Capital Markets Day

10 MARKETS ARE CHANGING RECOGNIZE AND REALIZE OPPORTUNITIES Our industry is highly innovative and very demanding Processes are getting more complex costumers are asking for more support Focus on high volume manufacturing customers meet their expectations Invest into R&D and application specific excellence centers Collaborate with material, process providers and other equipment suppliers SUSS MicroTec Capital Markets Day

11 MEETING & EXCEEDING CUSTOMER EXPECTATIONS Equipment Supplier Solution Provider Equipment Process material process flow Process Result outstanding / better than competitors Highest quality (yield) cost-optimized (e.g. high throughput, small footprint, low material consumption) Growth will be coming from production customers: Focus on their needs! SUSS MicroTec Capital Markets Day

12 PRODUCT PORTFOLIO FOR MASS PRODUCTION Semiconductor Industry Frontend Mid- und Backend Photomask- Equipment Lithography Bonder Photomask Processing Laser Equipment Exposuresystems Coater and Developer Wafer Bonder MaskTrackPro ELP300 Gen2 Mask Aligner MA200 / MA300 ACS200/300 XBC300 Gen2 Projection Scanner DSC300 Gen2 XBS200 = Main Contributor to sales in 2017 SUSS MicroTec Capital Markets Day

13 SEMICONDUCTOR MARKET DEVELOPMENT The global semiconductor market will be $656B in 2025 compared to $343B in 2015 with a CAGR of 6.7%* *source Semi.org SUSS MicroTec Capital Markets Day

14 SEMICONDUCTOR MARKET OUTLOOK = SUSS POTENTIAL Sales in million p 2025t p projected t - targeted new products and markets/applications established products and markets Based on the favorable markets trends and our targeted market share gains, we should be able to show sustainable growth of sales over the years to come, always keeping in mind, that the business will remain cyclical *This chart contains forward-looking targets relating to the business and financial performance of SUSS MicroTec SE. These statements are based on current estimates, projections and expectations and are therefore subject to risks and uncertainties, most of which are difficult to estimate. Consequently, actual developments as well as performance may differ materially from those which is explicitly or implicitly assumed in this graphic. SUSS MicroTec Capital Markets Day

15 SÜSS MicroTec SE Schleissheimer Str Garching SUSS MicroTec Capital Markets Day 2018