Driving Shareholder Value Grow & Diversify Revenue Base Generate & Deploy Cash Expand Margins Note: Please note that hypothetical scenarios regarding revenue growth, EBITDA, EPS, cash generation, acquisitions, aspirational…
Precision Power Solutions Enable Critical Applications PRECISION MATERIAL PROCESSING AC INDUSTRIAL POWER CONTROLLABLE DC MEDICAL DIAGNOSTICS STABLE RF / TREATMENT CLEAN HV ACCURATE ANALYTICAL PCM EQUIPMENT…
Highly Competitive Model GROWTH Precision Power Conversion Focus, OPINC Leadership & Talent CASH FLOW Operational Excellence Global Footprint, Diverse Markets, Critical Applications 6
Business Trajectory Accelerate Growth Bring Inverter Grow & Diversify Through Strategic Products to Precision Power Acquisitions in Profitability Products Precision Power 7
Vision for Growth Value Products IP and knowhow content Highly-engineered Leverage core competencies Design-in long term customer relationships Mission and Enabler of performance High stakes applications high cost of failure…
Revenue Growth Vision Solvix Power Control Modules NEW New Markets, New Solutions HiTek Power and UltraVolt MARKETS Non-Plasma Applications High Voltage, High Power, Industrial Applications, Instrumentation, Environmental, Custom…
Precision Power Solutions Enable Mobile Technology EMI Coatings Camera Optics Coating AMOLED or TFT Display HBLED Light Glass Coating Logic: Processor Capacitive Touchscreen Memory: NAND & DRAM Thin Film Battery MEMS…
Precision Power Conversion Markets INDUCTION HEATING HIGH TAM: 1.0B CUSTOM HV TAM: POWER 1.5B TAM: 2.0B MED SEMI TAM: 0.5B MOTION CONTROL & POWER INDUSTRIAL TAM: 1.4B TAM: 0.4B INCREASING GROWTH INCREASING MED…
Revenue Outpaced Growth of CAGR 2012-2014 Major Served Applications AE Precision Power Semi WFE 18%1 3.3%2 120.0 Power/Reactive Gas 12.4%3 Quarterly Revenue (in millions) 100.0 80.0 60.0 40.0 20.0 0.0 Q1…
Market Share Leadership Applications Leader 1 in RF/DC Subsystems* 1 Matching networks Why We Win Leading product performance Highest product quality Localized R&D Operations speed, response Global support in key regions…
Expanded Served Applications With New Acquisitions PCM, from AEG Power Solutions 2.5B TAM 2 in PCM in heating/furnace applications Heavy Industry Industrial Coatings Aerospace HiTek Power & Defense THIN FILM 1 position in HV for…
Increased Product Development Speed and Efficiency Revamped product development process (PDP) Localized and distributed R&D Shenzhen engineering for fast NPI Net impact: Faster solutions to our customers Reduced product development…
Growth Strategy in Semiconductor Extend leadership in growth applications Capitalize on AEs advanced RF pulsing solutions for Etch Expand AEs 2MHz RF systems into Etch/PVD Create new process sources for etch/deposition/PEALD…
Growth Strategy in Thin Films Industrial APPLICATIONS STRATEGY Energy Efficiency Drive fast adoption of advanced bipolar technology Superior film performance Superior cost of ownership Display Technologies Retrofit large installed…
Expanding into New Applications: Heavy Industry Expand PCM presence through global distribution channels Partner with Industrial Automation leaders in US, Europe, and Asia Develop custom integrated power control solutions in India and…
Expanding and Diversifying Target Applications ELECTROPHORESIS MASS SPECTROMETER CAT SCAN ANALYTICAL INSTRUMENTS DNA SEQUENCER LASER SCALPEL MEDICAL SEMICONDUCTOR 1.5B High Voltage TAM SEMICONDUCTOR TOOLS Diversified…
Actions Over Last Four Years 2014 Acquired Acquired Acquired Rationalized Power Control Modules HiTek Power Group UltraVolt Group Solar Inverter Products Q114 Q214 Q314 Q414 2013 Acquired 3-phase String Product Accelerated…
What if AE Didnt Have Solar in 2014 Ex-Inverter, Revenue Declines 38% But EPS Increases 64% 700 2.00 1.87 1.80 600 582 1.60 2014 64% 500 38% 1.40 PPP OpInc 95.2M 1.14 1.20 Add Allocated Costs 10.0M 400 362 1.00 Revised OpInc 85.2M…
Cash Deployment Options Acquired 3 companies / product lines in 2014 M&A Strategic acquisitions complementary Accretive within months - synergistic Core R&D in precision power technology ORGANIC GROWTH Distributed R&D New…
Driving Profitability in Peaks & Troughs Grow & Diversify Revenue Base Generate & OUTPACE MARKET GROWTH Deploy Cash CASH GENERATION 250-320M EPS 2-3 Expand Margins Note: Please note that hypothetical scenarios regarding…
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