Tom Cochran, President. London, 2011

Transcription

1 Laird Technologies Tom Cochran, President London, 2011

2 Laird Technologies Today Wireless Systems Division Telematics & Wireless M2M Infrastructure Antenna Systems Industrial Remote Control (Cattron) Performance Materials Division Signal Integrity Products EMI Solutions Thermal Solutions Page 2

3 Diverse Markets and Applications 10% Revenue by End-market* 7% 14% 9% 7% Revenue by Product line* 5% 40% Revenue to Invoiced Customer* 1% 33% 10% 18% 18% 16% 50% 23% IT Telecom Transportation Industrial/Medical/Military Other Handsets Consumer 23% EMI Shielding Telematics / Wireless Modules Thermal Industrial Controls (Cattron) Infrastructure Antennae Signal Integrity 16% North America Europe APAC ROW Balanced customer base Leading business portfolio of legacy businesses and recent acquisitions Global production predominantly in low cost areas * Excluding Handset antennae and Mechanisms Page 3

4 Multi-capability Business Model Ability to continuously develop new technology and products Large range of products Bespoke solutions 40 sites globally Local support In-house tooling and automation capabilities Leading Technologies Global capabilities World Class Service Blue Chip Customers Long-term Customer relationships Rapid prototyping World class supply chain and logistics Opportunities to cross-sellsell across product families Diversified base Recognized as a Leader, by Leaders Page 4

5 Leading Edge Technologies One of our core capabilities is our state-of-the-art Research and Development Corporate Research Lab in Bangalore, India Advanced material and product development Rapid prototyping and product realization Over 600 Engineers and Technologists Pb Over 700 patents issued, over 700 pending World class testing facilities Advanced product life cycling In depth material analysis Full suite of RF and electrical testing RoHs certified ISO/IEC Page 5

6 Sales Channel / Customer relationships Tier 1 & 2 OEM s - Blue-chip ODM s and EMS s Tier 3 & 4 Customers & Distribution Regional and global Understanding relationships is critical Geographical based Mixed models - own manufacturing and partners They are a tier 1 customer Most standard medium level of customization Complexity is increasing Global scale and capabilities are critical Responsiveness is critical to success Page 6

7 Serving Industry Leaders Page 7

8 Laird Technologies Solutions Development from existing legacy businesses and acquisitions Customization is the norm, with shorter design cycles Integrated solutions: specialty components to complete systems Advanced materials science is fundamental in driving solutions Supplying solutions that are critical to device/system performance High level of Engineering required - material based and RF/software More value-add in devices Recurring revenue stream from complete systems Component/ Material Level Sub System Level System Solutions System and Service Page 8

9 Market Trends Drivers for Growth Increased electronic content in devices more EMI More bandwidth and heat management requirements Inexorable trend to wireless connectivity Increased proliferation of electronic devices and applications Green initiatives Page 9

10 Laird Technologies in 2011 A good performance in H1 Complementary set of businesses Customers have tighter control of inventories since Short visibility of orders Headwinds to be mitigated Macro-economic environment Commodities Wage inflation Positioned well Focused on execution Solid new business pipeline Goals Strategy Execute Revenue CAGR 10% Increasing return on sales (15%) Building strong businesses in growing markets Focus on R & D Utilize global footprint Product & solution roadmaps Lean Enterprise Focused on service Page 10