UBS Global Technology and Services Conference New York City. Craig DeYoung VP, Investor Relations & Corporate Communications

Size: px
Start display at page:

Download "UBS Global Technology and Services Conference New York City. Craig DeYoung VP, Investor Relations & Corporate Communications"

Transcription

1 UBS Global Technology and Services Conference New York City Craig DeYoung VP, Investor Relations & Corporate Communications June 9, 2009 / Slide 1

2 Safe Harbor "Safe Harbor" Statement under the US Private Securities Litigation Reform Act of 1995: the matters discussed in this document may include forward-looking statements, including statements made about our outlook, realization of backlog, IC unit demand, financial results, average sales price, gross margin and expenses. These forward looking statements are subject to risks and uncertainties including, but not limited to: economic conditions, product demand and semiconductor equipment industry capacity, worldwide demand and manufacturing capacity utilization for semiconductors (the principal product of our customer base), including the impact of credit market deterioration on consumer confidence and demand for our customers products, competitive products and pricing, manufacturing efficiencies, new product development and customer acceptance of new products, ability to enforce patents and protect intellectual property rights, the outcome of intellectual property litigation, availability of raw materials and critical manufacturing equipment, trade environment, changes in exchange rates and other risks indicated in the risk factors included in ASML s Annual Report on Form 20-F and other filings with the US Securities and Exchange Commission. / Slide 2

3 The Markets DRAM NAND 300mm litho capacity utilization recovering while 200mm capacity is being built off DRAM 1Gb prices continue to rise DRAM manufacturers with 55nm process are making money DRAM manufacturer without 55nm process resume process shrink plans Some DRAM players preparing 45nm processes Litho capacity utilization moving back toward normal levels NAND 16Gb MLC prices stabilize above 4X nm and 5X nm cash costs Manufacturer prepare 3X nm processes to improve memory density/cost Foundry Litho capacity utilizations show significant improvement Capacity additions being made at 4X nm process node / Slide 3

4 DRAM revenues appear to bottom out in March YoY DRAM unit growth still well below average of analysts DRAM Sales [B USD/Units] DRAM revenue and unit sales history YoY Seasonal adjusted DRAM revenue Jan-04 Jan-05 YoY Seasonal adjusted DRAM units Revenue DRAM Seasonal Adjusted Units DRAM Seasonal Adjusted Revenue 3mma Units 3mma Jan-06 Source: WSTS, ASML Last data point: March 2009 Jan-07 Jan-08 Jan % 100% 80% 60% 40% 20% 0% -20% -40% -60% YoY Growth [%] DRAM unit sales compared with year before Units [B] Analyst Average 2008 Cumm 2009 Cumm Growth YTD Month YoY-3mma 0% -5% -10% -15% -20% -25% Growth [%] / Slide 4

5 DRAM 300 mm utilization recovering while 200mm capacity is built off DRAM Utilization Performance STEPPER units SCANNERS units TWINSCAN units STEPPERS SCANNERS TWINSCAN Jan-07 Feb-07 Mar-07 Apr-07 May-07 Jun-07 Jul-07 Aug-07 Sep-07 Oct-07 Nov-07 Dec-07 Jan-08 Feb-08 Mar-08 Apr-08 May-08 Jun-08 Jul-08 Aug-08 Sep-08 Oct-08 Nov-08 Dec-08 Jan-09 Feb-09 Mar-09 Apr-09 ASML Tool Utilization [%] Measured ASML tools [units] Time source: ASML status: cw / Slide 5

6 DRAM 1 Gb prices continue to increase during April, due to persistent supply cut-backs, 5x nm manufacturers are cash positive MAIN DRAM SPOT & CONTRACT PRICES (01/ YTD) Mb DDR2 667 SPOT PRICE 512Mb DDR2 667 CONTRACT PRICE 1Gb DDR2 667 SPOT PRICE 1Gb DDR2 667 CONTRACT PRICE Chip ASP [$US] mm cash-costs for 7x nm 1 Gb DRAM between 1.4 & 1.6 USD 300 mm cash-costs for 6x nm 1 Gb DRAM between 1.0 & 1.2 USD Jan-08 Feb-08 Mar-08 Apr-08 May-08 Jun-08 Jul-08 Aug-08 Sep-08 Oct-08 Nov-08 Dec-08 Jan-09 Feb-09 Mar-09 Apr-09 May mm cash-costs for 5x nm 1 Gb DRAM between 0.8 & 0.9 USD Source: DRAM Exchange (05/2009) / Slide 6

7 Q1/09 DRAM operating margins: Production cut-backs resulted in negative op. margins for all players, despite rising ASPs 60% Operating Margins of main DRAM Manufacturers (Q1/06 - Q1/09) 40% Operating Margin [% of Sales] 20% 0% -20% -40% -60% -80% -100% -120% -140% Q106 Q206 Q306 Q406 Q107 Q207 Q307 Q407 Q108 Q208 Q308 4Q08 1Q09 Samsung Hynix Micron Qimonda Elpida ProMOS Powerchip Nanya Most advanced prod. node in Q1/09: 5x nm 5x nm 6x nm 6x nm 7x nm 7x nm Source: DRAMeXchange (2/09), ASML / Slide 7

8 3mma NAND sales is rising as normal seasonal behavior 1Q09 units growth lower than annual forecast FLASH Sales [B USD/Units] NAND revenue and unit sales history Jan-04 Jan-05 YoY Seasonal adjusted NAND revenue YoY Seasonal adjusted NAND units Revenue NAND Seasonal Adjusted Units NAND Seasonal Adjusted Revenue 3mma Units 3mma Jan-06 Jan-07 Jan-08 Jan % 200% 150% 100% 50% 0% -50% -100% YoY Growth [%] Units [B] NAND unit sales compared with year before Cumm 2009 Cumm Growth YTD YoY-3mma Analyst Average Month 0% -2% -4% -6% -8% -10% -12% -14% -16% -18% -20% Growth [%] Source: WSTS, ASML Last data point: March 2009 / Slide 8

9 NAND utilization, moving back to normal levels NAND Utilization Performance I-Line units KrF units ArF units ArFi units I-Line KrF ArF ArFi Jan-07 Feb-07 Mar-07 Apr-07 May-07 Jun-07 Jul-07 Aug-07 Sep-07 Oct-07 Nov-07 Dec-07 Jan-08 Feb-08 Mar-08 Apr-08 May-08 Jun-08 Jul-08 Aug-08 Sep-08 Oct-08 Nov-08 Dec-08 Jan-09 Feb-09 Mar-09 Apr-09 Measured ASML tools [units] ASML tool utilization [%] Time 0 * One major manufacturer s dry tool utilization ( 30% idle) is not capture in this graph source: ASML status: cw / Slide 9

10 NAND MLC 16 Gb mainstream ASPs stabilized above 4x and 5x nm cash-costs Chip ASP [$US] Jan-08 Feb-08 MAIN NAND SPOT & CONTRACT PRICES (01/ YTD) 16Gb NAND SLC SPOT PRICE 16Gb NAND SLC CONTRACT PRICE 16Gb NAND MLC SPOT PRICE 16Gb NAND MLC CONTRACT PRICE Mar-08 Apr-08 May-08 Jun-08 Jul-08 Aug mm cash-costs for 5x nm 16 Gb MLC NAND between 2.5 and 3,1 USD 300 mm cash-costs for 4x nm 16 Gb MLC NAND between 1,9 and 2,4 USD Sep-08 Oct-08 Nov-08 Dec-08 Jan-09 Feb-09 Mar-09 Apr-09 May-09 Source: DRAM Exchange (05/2009) / Slide 10

11 Q1/09 NAND operating margins: Margins driven by raising ASPs. 60% Operating Margins of main NAND Manufacturers (Q1/06 - Q1/09) 40% Operating Margin [% of Sales] 20% 0% -20% -40% -60% 1Q06 2Q06 3Q06 4Q06 1Q07 2Q07 3Q07 4Q07 1Q08 2Q08 3Q08 4Q08 1Q09 Most advanced volume node in Q1/09: 4x nm SE 4x nm SE 3x nm SPT 4x nm SE -80% -100% Source: DRAMeXchange (2/09), ASML / Slide 11

12 Logic sales appear to have reached a bottom in March 2009 Logic Sales [B USD/Units] LOGIC revenue and unit sales history Jan-04 Jan-05 YoY Seasonal adjusted Logic revenue YoY Seasonal adjusted Logic units Revenue Logic Seasonal Adjusted Units Logic Seasonal Adjusted Revenue 3mma Units 3mma Jan-06 Jan-07 Jan-08 Jan-09 60% 50% 40% 30% 20% 10% 0% -10% -20% -30% -40% YoY Growth [%] Units [B] Logic unit sales compared with year before Analyst Average 2008 Cumm 2009 Cumm Growth YTD Month YoY-3mma 0% -5% -10% -15% -20% -25% -30% -35% -40% Growth [%] Source: WSTS, ASML Last data point: March 2009 / Slide 12

13 Foundry utilizations are recovering fast but well below trigger point for capacity buys Foundry Top-4 Utilization Performance 100 STEPPER units SCANNER units TWINSCAN units 2000 STEPPERS SCANNERS TWINSCAN Jan-07 Feb-07 Mar-07 Apr-07 May-07 Jun-07 Jul-07 Aug-07 Sep-07 Oct-07 Nov-07 Dec-07 Jan-08 Feb-08 Mar-08 Apr-08 May-08 Jun-08 Jul-08 Aug-08 Sep-08 Oct-08 Nov-08 Dec-08 Jan-09 Feb-09 Mar-09 Apr-09 ASML tool utilization [%] Measured ASML systems [units] Time source: ASML status: cw / Slide 13

14 Market Opportunity / Slide 14

15 Technology developments continue Drivers of lower device cost and greater device functionality 200 Logic / SRAM Resolution/half pitch, "Shrink" [nm] DRAM k ~ 0.35 NAND Flash k ~ 0.30 Logic NAND 6 Transistor SRAM Cell k ~ 0.44 DRAM 1/1/15 1/1/14 1/1/13 1/1/12 1/1/11 1/1/10 1/1/09 1/1/08 1/1/07 1/1/06 1/1/05 1/1/04 1/1/03 1/1/02 Year of production start* * Note: Process development 1.5 ~ 2 years in advance of manufacturing / Slide 15 Source: ASML - updated 12/08

16 Lithography total market growth opportunity - simulation Historical trends projected WW Litho Demand Simulation ( ) : Lithography System Revenue [Mio. ] Factual until simulation for 2009 IC trend-based simulation CAGR ( ): 9.7% Semiconductor unit growth continues at 9% per year Moore s law unaffected Source: ASML / Slide 16 Based on simulations, NOT a forecast

17 Bottom-up scenario: Four engines of growth Even when assuming slow chip unit growth of 4% (due to Moore s Law slowdown and slower electronics consumption in the West) More DRAM in expanding consumer electronics. Additional 1.2B Litho revenue over 5 years. NAND/DRAM penetration rises to 10% of hard disk drives storage capacity, versus 7% in slow-down scenario, adding 6.7 billion in Litho revenue over 5 years. Middle class population growth expected, driven by Brazil, Russia, India and China (BRIC). Electronics spending in BRIC to more than double to $46/year, adding 6.4B in Litho revenue over 5 years. / Slide 17 Based on simulations, NOT a forecast Emerging new Storage Class Memory makes computer servers perform 25% better, leading to 30% penetration by 2015, adding 1.5B Litho revenue in period.

18 Bottoms-up scenario: significant litho demand indicated Conservative scenario (4% unit growth) + emerging growth markets Worldwide litho demand simulation Lithography System Revenue [Mio. ] Factual until simulation for 2009 IC trend-based simulation NAND in servers (PCRAM) More DRAM in consumer products More spending in BRIC countries NAND penetration in PC s 10% Half of historic chip growth of 4% Source: ASML / Slide 18 Based on simulations, NOT a forecast

19 ASML confirms its strategy The lithography market offers significant growth potential; the company target of EUR 5 billion in annual revenues is still achievable, timing depending on macro economic circumstances ASML s key success factor is unmatched R&D innovation which will remain unaffected in the current crisis and is in line with customer roadmaps, focused on a high level of product differentiation Production capacity (assets and staff) will be maintained to meet customer needs without lengthy lead times ASML scales down its cost structure for positive cash generation even at very low quarterly revenue levels Drive improvement in the long term cost structure through efficiency initiatives / Slide 19

20 ASML Product Strategy Enabling the future / Slide 20

21 Committed to R&D New product introduction on track ASML is using its financial strength to uniquely continue aggressive R&D spending in strategic development programs to ensure timely introduction of next node production solutions Proved EUV imaging with the first full field 28 nm dense lines Introduced new suite of lithography-aware design and manufacturing tools supported by our subsidiary Brion State of art Immersion TWINSCAN NXT for Double Patterning (DP) on track to ship in July / Slide 21

22 TWINSCAN NXT - improved overlay and productivity Suitable for double patterning 32 nm and beyond Platform capability >200 wafers per hour Excellent overlay shown during SPIE x, y : 1.9nm, 1.8nm overlay x, y : 1.6nm, 1.7nm overlay 5 nm 99.7% x: 1.9 nm y: 1.8 nm 5 nm 99.7% x: 1.6 nm y: 1.7 nm / Slide 22

23 EUV pre-production systems ready in 2010 First full field 28 nm dense lines imaged Sub-40nm dense line resolution 22.5x15mm 2 field size 28nm 1:1 LS Wafer CDU 3σ (nm) H V nm Avg. 31.6nm 3σ=2.2nm Resist: Shin-Etsu SEVR nm Good wafer CD uniformity obtained for 30nm dense LS, first 28nm dense line CDU data are promising Jan Hermans SPIE / Slide 23

24 Summary / Slide 24

25 Summary Litho system utilization at leading edge improving across all sectors Shrink drivers remain in all sectors (Device cost and functionality improvements) Technology purchases resume to support litho process node transitions in all sectors ASML continues to manage the company for cash generation and long term cost structure optimization, while keeping our current aggressive technology development roadmap ASML is prepared to support all customers future litho performance and timing requirements / Slide 25

26 / Slide 26

Kaufman Brothers 13 th Annual Investor Conference

Kaufman Brothers 13 th Annual Investor Conference Kaufman Brothers 13 th Annual Investor Conference Craig DeYoung, VP Investor Relations New York, New York September 14, 21 / Slide 1 Safe Harbor "Safe Harbor" Statement under the US Private Securities

More information

UBS Technology Conference 2011 Franki D Hoore - Director European Investor Relations London, March 10, 2011

UBS Technology Conference 2011 Franki D Hoore - Director European Investor Relations London, March 10, 2011 UBS Technology Conference Franki D Hoore - Director European Investor Relations London, March 10, / Slide 1 Safe Harbor "Safe Harbor" Statement under the US Private Securities Litigation Reform Act of

More information

Piper Jaffray Europe Conference London

Piper Jaffray Europe Conference London Piper Jaffray Europe Conference London Franki D Hoore Director Investor Relations June 22, 2010 / Slide 1 Safe Harbor "Safe Harbor" Statement under the US Private Securities Litigation Reform Act of 1995:

More information

Credit Suisse European Technology Conference

Credit Suisse European Technology Conference Credit Suisse European Technology Conference Franki D Hoore Director European Investor Relations May 12, 2010 / Slide 1 Safe Harbor "Safe Harbor" Statement under the US Private Securities Litigation Reform

More information

Driving the Technology Frontier; Implications on this Cycle Bank of America Merrill Lynch Taiwan, Technology and Beyond Conference

Driving the Technology Frontier; Implications on this Cycle Bank of America Merrill Lynch Taiwan, Technology and Beyond Conference Driving the Technology Frontier; Implications on this Cycle Bank of America Merrill Lynch Taiwan, Technology and Beyond Conference Craig De Young VP Investor Relations and Corporate Communications March

More information

FBR Capital Markets 12 th Annual Spring Investor Conference

FBR Capital Markets 12 th Annual Spring Investor Conference FBR Capital Markets 12 th Annual Spring Investor Conference ASML continues to execute its leadership strategy Craig De Young VP Investor Relations and Corporate Communications New York City - May 28-29,

More information

2010 UBS Global Technology and Services Conference

2010 UBS Global Technology and Services Conference 2010 UBS Global Technology and Services Conference Eric Meurice CEO New York, New York June 8, 2010 / Slide 1 Safe Harbor "Safe Harbor" Statement under the US Private Securities Litigation Reform Act of

More information

TMT Conference 2011 Bank of America

TMT Conference 2011 Bank of America TMT Conference 2011 Bank of America London Franki D Hoore, Director European Investor Relations June 7, 2011 / Slide 1 Safe Harbor "Safe Harbor" Statement under the US Private Securities Litigation Reform

More information

Taiwan, Technology and Beyond Conference Bank of America Merrill Lynch

Taiwan, Technology and Beyond Conference Bank of America Merrill Lynch Taiwan, Technology and Beyond Conference Bank of America Merrill Lynch Craig DeYoung VP Investor Relations Taipei, Taiwan March 15, / Slide 1 Public Safe Harbor "Safe Harbor" Statement under the US Private

More information

Strengthening the leadership

Strengthening the leadership Strengthening the leadership Press conference, SEMICON West 2005 Martin van den Brink, Executive Vice President ASML / Slide 1 Safe Harbor Safe Harbor Statement under the U.S. Private Securities Litigation

More information

DRAM Market Outlook: Worldwide Change in DRAM Underway as Capacitor Scaling Reaches Limit (Based on May MI Update / 2Q14 Diamond)

DRAM Market Outlook: Worldwide Change in DRAM Underway as Capacitor Scaling Reaches Limit (Based on May MI Update / 2Q14 Diamond) 2014-15 DRAM Market Outlook: Worldwide Change in DRAM Underway as Capacitor Scaling Reaches Limit (Based on May MI Update / 2Q14 Diamond) DRAMeXchange Memory & Storage Division Jun. 5th, 2014 Agenda Supply

More information

Sony Ericsson continues to invest for future growth

Sony Ericsson continues to invest for future growth PRESS RELEASE April 23, 2008 Sony Ericsson continues to invest for future growth Q1 Highlights: Year-on-year volume growth of 2% Income before taxes at higher end of forecast R&D investment continues to

More information

Market Update. Peter Jenkins Vice President, Marketing. 24 November 2014

Market Update. Peter Jenkins Vice President, Marketing. 24 November 2014 Market Update Peter Jenkins Vice President, Marketing 24 Forward looking statements This document contains statements relating to certain projections and business trends that are forward-looking, including

More information

Natixis Technology Conference

Natixis Technology Conference Natixis Technology Conference Marcel Kemp Director Investor Relations - Europe March 24, 2016 Forward looking statements This document contains statements relating to certain projections and business trends

More information

Samsung Electronics. 10 th KRX Global Investors Conference -1 -

Samsung Electronics. 10 th KRX Global Investors Conference -1 - Samsung Electronics 10 th KRX Global Investors Conference June 2007-1 - Corporate Overview -2 - Business Portfolio TV N-PC DVD/STB Printer Memory System LSI Storage Home Theater Monitor Digital Media 27%

More information

Company Snapshot. $ million $2.46 billion 39% 52% $418.5 million

Company Snapshot. $ million $2.46 billion 39% 52% $418.5 million Safe Harbor This presentation contains statements of a forward-looking nature. These statements are made under the safe harbor provisions of the U.S. Private Securities Litigation Reform Act of 1995. You

More information

PRESS RELEASE January 16, 2009 Sony Ericsson reports results for fourth quarter and full year 2008

PRESS RELEASE January 16, 2009 Sony Ericsson reports results for fourth quarter and full year 2008 PRESS RELEASE January 16, 2009 Sony Ericsson reports results for fourth quarter and full year 2008 Highlights: Global economic slowdown leads to contracting consumer demand Previously announced annual

More information

Fab Investment Outlook Foundry, Memory and LED. Clark Tseng, Sr. Research Manager, SEMI Vietnam Semiconductor Strategy Summit September 16-17, 20214

Fab Investment Outlook Foundry, Memory and LED. Clark Tseng, Sr. Research Manager, SEMI Vietnam Semiconductor Strategy Summit September 16-17, 20214 Fab Investment Outlook Foundry, Memory and LED Clark Tseng, Sr. Research Manager, SEMI Vietnam Semiconductor Strategy Summit September 16-17, 20214 Outline Fab Investment & Capacity Trend Memory and Foundry

More information

2012 NAND Flash Outlook

2012 NAND Flash Outlook 2012 NAND Flash Outlook -IN NAND WE TRUST- Sean Yang June 7 th, 2012 Agenda Overview for 2012 NAND Flash Market NAND Flash Supply Side Status NAND Flash Demand Side Status Smartphone, Tablet and Ultrabook

More information

Fab Investment Outlook Foundry, Memory and LED. Clark Tseng, Sr. Research Manager Industry Research & Statistics, SEMI

Fab Investment Outlook Foundry, Memory and LED. Clark Tseng, Sr. Research Manager Industry Research & Statistics, SEMI Fab Investment Outlook Foundry, Memory and LED Clark Tseng, Sr. Research Manager Industry Research & Statistics, SEMI Outline Fab Investment & Capacity Trend Memory and Foundry Investment Outlook LED Investment

More information

I N V E S T O R S P R E S E N T A T I O N

I N V E S T O R S P R E S E N T A T I O N I N V E S T O R S P R E S E N T A T I O N Rafi Amit, CEO Moshe Eisenberg, CFO April 2018 SAFE HARBOR The information presented today contains forward-looking statements that relate to anticipated future

More information

Nanya Technology. KGI Greater China Corporate Day 2017Q4. Presentation to Investors & Analysts, December 14 th, 2017 Joseph Wu, AVP & Deputy Spokesman

Nanya Technology. KGI Greater China Corporate Day 2017Q4. Presentation to Investors & Analysts, December 14 th, 2017 Joseph Wu, AVP & Deputy Spokesman Nanya Technology KGI Greater China Corporate Day 2017Q4 Presentation to Investors & Analysts, December 14 th, 2017 Joseph Wu, AVP & Deputy Spokesman Safe Harbor The information herein and the presentation

More information

Nanya Technology. WATERLAND Investment Forum Presentation to Investors & Analysts, August 29 th, 2017 Joseph Wu, AVP & Deputy Spokesman

Nanya Technology. WATERLAND Investment Forum Presentation to Investors & Analysts, August 29 th, 2017 Joseph Wu, AVP & Deputy Spokesman Nanya Technology WATERLAND Investment Forum 2017 Presentation to Investors & Analysts, August 29 th, 2017 Joseph Wu, AVP & Deputy Spokesman Safe Harbor The information herein and the presentation made

More information

Silicon Motion Technology Corporation

Silicon Motion Technology Corporation Silicon Motion Technology Corporation Silicon for Mobile Information Investor Presentation March 2006 Safe Harbor Statement This presentation does not constitute or form part of any offer for sale or subscription

More information

PRESS RELEASE October 17, 2008

PRESS RELEASE October 17, 2008 PRESS RELEASE October 17, 2008 Sony Ericsson reports third quarter results Q3 highlights: Break even results, excluding restructuring charges, as challenging business conditions continued C902 Cyber-shot

More information

The Vision Council Winds of Change

The Vision Council Winds of Change The Vision Council Winds of Change Brian Beaulieu CEO Preliminary 217 Forecast Results If you heard ITR a year ago 2 Duration Accuracy US GDP (data through Sep) 24 98.5% US Ind. Prod. (Dec) 24 96.8% Eur

More information

October Machinery Orders

October Machinery Orders Japan's Economy 13 December 2017 (No. of pages: 6) October Machinery Orders Manufacturing industry shows strong growth trend Japanese report: 13 Dec 2017 Economic Research Dept. Kazuma Maeda Shunsuke Kobayashi

More information

Annual Meeting of Shareholders. May 26, 2010

Annual Meeting of Shareholders. May 26, 2010 Annual Meeting of Shareholders May 26, 2010 1 LeRoy T. Carlson, Jr. President and CEO 2 TDS Safe Harbor Statement Safe Harbor Statement Under the Private Securities Litigation Reform Act of 1995: All information

More information

Fab Investment Outlook and The Surge of China. Shanshan Du Senior Analyst SEMI China June 2018

Fab Investment Outlook and The Surge of China. Shanshan Du Senior Analyst SEMI China June 2018 Fab Investment Outlook and The Surge of China Shanshan Du Senior Analyst SEMI China June 2018 Outline 2018 Outlook and Drivers Fab Investment Outlook Record spending The Surge of China New fab projects

More information

Micronic Mydata Q1, Peter Uddfors, President and CEO Carl-Johan Blomberg, CFO 28 April, 2011

Micronic Mydata Q1, Peter Uddfors, President and CEO Carl-Johan Blomberg, CFO 28 April, 2011 Micronic Mydata Q1, 2011 Peter Uddfors, President and CEO Carl-Johan Blomberg, CFO 28 April, 2011 Agenda Brief company presentation Key figures Q1, 2011 Market information Outlook Page 2 Micronic Mydata

More information

Quarterly Sales (in millions) FY 16 FY 15 FY 14 Q1 $706.8 $731.1 $678.5 Q Q Q

Quarterly Sales (in millions) FY 16 FY 15 FY 14 Q1 $706.8 $731.1 $678.5 Q Q Q The following represents historical unaudited financial and statistical information regarding MSC s operations. MSC does not undertake any obligation to update any of the information presented below to

More information

Urban Land Institute. November Make Your Move. Brian Beaulieu ITR Economics.

Urban Land Institute. November Make Your Move. Brian Beaulieu ITR Economics. Urban Land Institute November 212 Make Your Move Brian Beaulieu ITR Economics Results for 211 2 Duration Forecast Actual GDP 18 $13.525 $13.332 (-1.4%) US Ind Prod. 11 93.1 (12MMA) 93.8 (.8%) EU Ind. Prod.

More information

Nanya Technology DRAM Environment & Company Update

Nanya Technology DRAM Environment & Company Update Nanya Technology DRAM Environment & Company Update Presentation to Investors and Analysts 21 June 2016 Joseph Wu, AVP & Deputy Spokesman June 21, 2016 2016 Nanya Technology Corp. Safe Harbor The information

More information

TABLE OF CONTENTS III. Section 1. Executive Summary

TABLE OF CONTENTS III. Section 1. Executive Summary Section 1. Executive Summary... 1-1 Section 2. Global IC Industry Outlook and Cycles... 2-1 IC Insights' Forecast Methodology... 2-1 Overview... 2-1 Worldwide GDP... 2-1 Electronic System Sales... 2-2

More information

Micronic Mydata Q4, Peter Uddfors, President and CEO Carl-Johan Blomberg, CFO 1 February, 2011

Micronic Mydata Q4, Peter Uddfors, President and CEO Carl-Johan Blomberg, CFO 1 February, 2011 Micronic Mydata Q4, 2010 Peter Uddfors, President and CEO Carl-Johan Blomberg, CFO 1 February, 2011 Agenda Brief company presentation Key figures Q4, 2010 Market information Outlook Page 2 Micronic Mydata

More information

Sony Ericsson sells over 100 million handsets in 2007

Sony Ericsson sells over 100 million handsets in 2007 PRESS RELEASE January 16, 2008 Sony Ericsson sells over 100 million handsets in 2007 Q4 Highlights: 2007 Highlights: 18% increase in volume year-on-year Continued market share gains and profitable growth

More information

An Executive View of Trends and Technologies in Electronics

An Executive View of Trends and Technologies in Electronics An Executive View of Trends and Technologies in Electronics All rights reserved. Safe Harbor Statement and Regulation G Safe Harbor Statement The following discussion contains forward looking statements,

More information

I N V E S T O R S P R E S E N T A T I O N

I N V E S T O R S P R E S E N T A T I O N I N V E S T O R S P R E S E N T A T I O N Rafi Amit, CEO Moshe Eisenberg, CFO November 2018 SAFE HARBOR The information presented today contains forward-looking statements that relate to anticipated future

More information

Thomas Seifert Senior Executive Vice President and General Manager, Memory Products Group

Thomas Seifert Senior Executive Vice President and General Manager, Memory Products Group 2005 Infineon 2005-03-17-1 - March 17th, 2005 Paris Memory Products Group Senior Executive Vice President and General Manager, Memory Products Group Disclaimer Please note that while you are reviewing

More information

B. Riley & Co. 16 th Annual Investor Conference. Jeffrey Andreson, CFO

B. Riley & Co. 16 th Annual Investor Conference. Jeffrey Andreson, CFO B. Riley & Co. 16 th Annual Investor Conference Jeffrey Andreson, CFO May 2015 Forward-Looking Statements This communication contains forward-looking statements within the meaning of the safe harbor provisions

More information

Steve Milligan President & Chief Executive Officer. April 22, 2010

Steve Milligan President & Chief Executive Officer. April 22, 2010 Steve Milligan President & Chief Executive Officer April 22, 2010 Cautionary Statement Certain statements found in this document may constitute forward-looking statements as defined in the U.S. Private

More information

F-Secure Corporation - Interim report Q2 2011

F-Secure Corporation - Interim report Q2 2011 F-Secure Corporation - Interim report Q2 2011 (Unaudited) July 27, 2011 Kimmo Alkio, President & CEO Protecting the irreplaceable f-secure.com Q2 highlights Operator channel performed strongly showing

More information

THIRD QUARTER Oct 21, 2016

THIRD QUARTER Oct 21, 2016 THIRD QUARTER 2016 Oct 21, 2016 HElena norrman Senior Vice President Chief Marketing and Communications Officer THird QUARTER 2016 Oct 21, 2016 This presentation contains forward-looking statements. Such

More information

Forward Looking Statement

Forward Looking Statement Forward Looking Statement This presentation contains forward-looking statements which are statements that refer to expectations and plans for the future and include, without limitation, statements regarding

More information

CMOS Image Sensors in Automotive Industry ADAS & AUTONOMOUS Are Taking Off. Dec. 2018

CMOS Image Sensors in Automotive Industry ADAS & AUTONOMOUS Are Taking Off. Dec. 2018 1 CMOS Image Sensors in Automotive Industry ADAS & AUTONOMOUS Are Taking Off Dec. 2018 Safe Harbor Notice 2 KINGPAK s statements of its current expectations are forward-looking statements subject to significant

More information

Houston Economic Overview Presented by Patrick Jankowski, SVP Research Greater Houston Partnership

Houston Economic Overview Presented by Patrick Jankowski, SVP Research Greater Houston Partnership Houston Economic Overview Presented by Patrick Jankowski, SVP Research Greater Houston Partnership Order of the Day Order of the Day Rig count fell 80% Oil prices dropped 75% Energy layoffs spiked Office

More information

FIRST QUARTER REPORT

FIRST QUARTER REPORT FIRST QUARTER REPORT 2007 FIRST QUARTER REPORT HENRY STÉNSON Senior Vice President Communications 2007 Safe Harbor Statement This presentation contains forward looking statements. Such statements are based

More information

Verigy a Premier Semiconductor Test Company

Verigy a Premier Semiconductor Test Company Verigy a Premier Semiconductor Test Company Safe Harbor Statement This webcast or presentation contains certain forward-looking statements within the meaning of the Safe Harbor provisions of the Private

More information

SanDisk Enterprise Storage Solutions

SanDisk Enterprise Storage Solutions SanDisk Enterprise Storage Solutions Mike Chenery Senior Fellow Deutsche Bank Technology Conference Las Vegas, Nevada September 14, 2011 Forward-looking Statement During our meeting today we will be making

More information

Global and China Semiconductor Equipment Industry Report, Apr. 2012

Global and China Semiconductor Equipment Industry Report, Apr. 2012 Global and China Semiconductor Equipment Industry Report, 2011-2012 Apr. 2012 STUDY GOAL AND OBJECTIVES This report provides the industry executives with strategically significant competitor information,

More information

Safe Harbor Notice. MPI Corporation.

Safe Harbor Notice. MPI Corporation. MPI. (6223.TT) Safe Harbor Notice The information herein contains forward-looking statements. We have based these forward-looking statements on our current expectations and projections about future events.

More information

HVB Group German Investment Conference

HVB Group German Investment Conference HVB Group Conference Infineon 2004-09-30 Slide 1 September 30, 2004 Dr. Andreas von Zitzewitz Chief Operating Officer Infineon Technologies AG Disclaimer Please note that while you are reviewing this information,

More information

TCL International Holdings Limited FY2000 Review & Outlook

TCL International Holdings Limited FY2000 Review & Outlook TCL International Holdings Limited FY2000 Review & Outlook Mr. Vincent Yan, Executive Director March 2001 Agenda Company Background FY2000 Overview PRC Economic Outlook Home Appliances IT Business Corporate

More information

Global and China Memory Industry Report, Aug. 2013

Global and China Memory Industry Report, Aug. 2013 Global and China Memory Industry Report, 2013 Aug. 2013 STUDY GOAL AND OBJECTIVES This report provides the industry executives with strategically significant competitor information, analysis, insight and

More information

Conference Call Second Quarter 2003 Financial Results. Jorma Ollila Chairman and CEO

Conference Call Second Quarter 2003 Financial Results. Jorma Ollila Chairman and CEO Conference Call Second Quarter 2003 Financial Results Jorma Ollila Chairman and CEO Olli-Pekka Kallasvuo Executive Vice President and CFO Ulla James Vice President, Investor Relations July 17, 2003 15.00

More information

Worldwide Memory Forecast, 1Q03 (Executive Summary) Executive Summary

Worldwide Memory Forecast, 1Q03 (Executive Summary) Executive Summary Worldwide Memory Forecast, 1Q03 (Executive Summary) Executive Summary Publication Date: 13 March 2003 Authors Richard Gordon Andrew Norwood This document has been published to the following Marketplace

More information

All King County Summary Report

All King County Summary Report September, 2016 MTD MARKET UPDATE Data Current Through: September, 2016 18,000 16,000 14,000 12,000 10,000 8,000 6,000 4,000 2,000 0 Active, Pending, & Months Supply of Inventory 15,438 14,537 6.6 6.7

More information

Sony Ericsson starts 2007 with strong first quarter

Sony Ericsson starts 2007 with strong first quarter PRESS RELEASE April 20, 2007 Sony Ericsson starts 2007 with strong first quarter Q1 Highlights: Year-on-year volume & sales growth of 63% and 47% respectively Income before tax rose 139% year-on-year to

More information

Economic and Housing Market Trends and Outlook

Economic and Housing Market Trends and Outlook Economic and Housing Market Trends and Outlook Lawrence Yun, Ph.D. Chief Economist NATIONAL ASSOCIATION OF REALTORS Presentation to Memphis Area Association of REALTORS Memphis, TN April 2, 213 Forecast

More information

Nanya Technology. CREDIT SUISSE 18th Annual Asian Technology Conference

Nanya Technology. CREDIT SUISSE 18th Annual Asian Technology Conference Nanya Technology CREDIT SUISSE 18th Annual Asian Technology Conference Presentation to Investors & Analysts, September 6 th -7 th, 2017 Dr. Pei Ing Lee, President & Spokesman Mr. Joseph Wu, AVP & Deputy

More information

Economic Update German American Chamber of Commerce

Economic Update German American Chamber of Commerce Economic Update German American Chamber of Commerce Federal Reserve Bank of Chicago October 6, 2015 Paul Traub Senior Business Economist U.S. Real GDP Billions Chained $2009, % Change Q/Q at SAAR $ Billions

More information

Changing the World: The Flash Memory Revolution. Eli Harari Chairman & CEO SanDisk Corporation

Changing the World: The Flash Memory Revolution. Eli Harari Chairman & CEO SanDisk Corporation Changing the World: The Flash Memory Revolution Eli Harari Chairman & CEO SanDisk Corporation Forward Looking Statement During our meeting today we will be making forward-looking statements. Any statement

More information

Safe Harbor Statement

Safe Harbor Statement May 2017 1 Safe Harbor Statement Matters discussed in this presentation may contain forward-looking statements that are subject to risks and uncertainties. These risks and uncertainties could cause the

More information

Business Result for the Second Quarter ended September 30, 2017 Regional Market Environments and Projections

Business Result for the Second Quarter ended September 30, 2017 Regional Market Environments and Projections Business Result for the Second Quarter ended September 3, 217 Regional Market Environments and Projections October 2, 217 Hitachi Construction Machinery Co., Ltd. Executive Vice President and Executive

More information

Semiconductor Market Outlook. Analog Semiconductor Leaders' Forum October 2011

Semiconductor Market Outlook. Analog Semiconductor Leaders' Forum October 2011 Semiconductor Market Outlook Analog Semiconductor Leaders' Forum October 2011 Q3 2011 Update Economic Outlook Semiconductor End Markets Semiconductor Forecast MAP Model Data: Analog, Power Management Foundries

More information

Houston Economic Outlook. Patrick Jankowski

Houston Economic Outlook. Patrick Jankowski Houston Economic Outlook Patrick Jankowski www.houston.org Follow me on Twitter @pnjankowski May 22 10:30 a.m. Hilton Post Oak It s not Christmas but... 5 It s not Christmas but... Population Estimates

More information

TCL 多媒體科技控股有限公司 T C L M U LT I M E D I A T E C H N O L O G Y H O L D I N G S L I M I T E D ( S t o c k c o d e : )

TCL 多媒體科技控股有限公司 T C L M U LT I M E D I A T E C H N O L O G Y H O L D I N G S L I M I T E D ( S t o c k c o d e : ) TCL 多媒體科技控股有限公司 T C L M U LT I M E D I A T E C H N O L O G Y H O L D I N G S L I M I T E D ( S t o c k c o d e : 0 1 0 7 0 ) 2017 Q3 Business Update Agenda 1 Business Review 2 Full Year Target Page 2 Business

More information

Economic Outlook. William Strauss Senior Economist and Economic Advisor Federal Reserve Bank of Chicago

Economic Outlook. William Strauss Senior Economist and Economic Advisor Federal Reserve Bank of Chicago Economic Outlook Illinois Public Pension Fund Association Hoffman Estates, IL February 16, 217 William Strauss Senior Economist and Economic Advisor Federal Reserve Bank of Chicago GDP expanded by 1.9%

More information

GMO Internet Group Profile. Internet for Everyone

GMO Internet Group Profile. Internet for Everyone GMO Internet Group Profile Internet for Everyone www.gmo.jp/en As of June 2018 Group Overview Company Name CEO & Founder Address GMO Internet, Inc. Masatoshi Kumagai Cerulean Tower, 26-1 Sakuragaokacho,

More information

App Economy Market analysis for Economic Development

App Economy Market analysis for Economic Development App Economy Market analysis for Economic Development Mustapha Hamza, ISET Com Director mustapha.hamza@isetcom.tn ITU Arab Forum on Future Networks: "Broadband Networks in the Era of App Economy", Tunis

More information

BRIDGING THE GLOBE WITH INNOVATIVE TECHNOLOGY

BRIDGING THE GLOBE WITH INNOVATIVE TECHNOLOGY BRIDGING THE GLOBE WITH INNOVATIVE TECHNOLOGY Semiconductor Link Processing & Ultra-Thin Semi Wafer Dicing Louis Vintro VP & General Manager, Semiconductor Products Division Semiconductor Link Processing

More information

Seattle (NWMLS Areas: 140, 380, 385, 390, 700, 701, 705, 710) Summary

Seattle (NWMLS Areas: 140, 380, 385, 390, 700, 701, 705, 710) Summary September, 2016 MTD MARKET UPDATE Data Current Through: September, 2016 (NWMLS Areas: 140, 380, 385, 390,, 701, 705, 710) Summary Active, Pending, & Months Supply of Inventory 5,000 4,500 4,000 3,500 4,091

More information

Seattle (NWMLS Areas: 140, 380, 385, 390, 700, 701, 705, 710) Summary

Seattle (NWMLS Areas: 140, 380, 385, 390, 700, 701, 705, 710) Summary October, 2016 MTD MARKET UPDATE Data Current Through: October, 2016 (NWMLS Areas: 140, 380, 385, 390,, 701, 705, 710) Summary Active, Pending, & Months Supply of Inventory 4,500 4,000 3,500 4,197 4,128

More information

Forward-Looking and Cautionary Statements

Forward-Looking and Cautionary Statements Peter F. Volanakis President and Chief Operating Officer February 8, 28 Forward-Looking and Cautionary Statements Certain statements in this presentation constitute forwardlooking statements within the

More information

Seattle (NWMLS Areas: 140, 380, 385, 390, 700, 701, 705, 710) Summary

Seattle (NWMLS Areas: 140, 380, 385, 390, 700, 701, 705, 710) Summary November, 2016 MTD MARKET UPDATE Data Current Through: November, 2016 (NWMLS Areas: 140, 380, 385, 390,, 701, 705, 710) Summary 4,000 3,500 3,000 2,500 2,000 1,500 1,000 500 0 Active, Pending, & Months

More information

Hitachi Completes Transfer of Hard Disk Drive Business to Western Digital

Hitachi Completes Transfer of Hard Disk Drive Business to Western Digital FOR IMMEDIATE RELEASE Contact: Japan: Hajime Kito Hitachi, Ltd. +81-3-5208-9323 hajime.kito.qy@hitachi.com Hitachi Completes Transfer of Hard Disk Drive Business to Western Digital Tokyo, March 9, 2012

More information

ANALYST AND INVESTOR DAY 2 MARCH 2016 PC PERIPHERALS CHARLOTTE JOHS

ANALYST AND INVESTOR DAY 2 MARCH 2016 PC PERIPHERALS CHARLOTTE JOHS ANALYST AND INVESTOR DAY 2 MARCH 2016 PC PERIPHERALS CHARLOTTE JOHS FORWARD LOOKING STATEMENTS This presentation includes forward-looking statements within the meaning of the U.S. federal securities laws,

More information

WHAT ARE MOBILE PHONE SHOPPERS SEARCHING ONLINE?

WHAT ARE MOBILE PHONE SHOPPERS SEARCHING ONLINE? WHAT ARE MOBILE PHONE SHOPPERS SEARCHING ONLINE? Data Centric Insights on Mobile Phone Brands Considered by Shoppers August 2018 Sparkwinn Research The Smart Shopper Insights Report June 2018 has been

More information

FISCAL REALITY. Alan Beaulieu, President, ITR Economics

FISCAL REALITY. Alan Beaulieu, President, ITR Economics FISCAL REALITY Alan Beaulieu, President, ITR Economics Alan s presentations cover a wide variety of topics including short- and long-term global economic forecasts, regional economic updates, an outlook

More information

Flash Market Current & Future

Flash Market Current & Future Flash Market Current & Future Jim Handy OBJECTIVE ANALYSIS OBJECTIVE ANALYSIS Profound Analysts Reports & Services Custom Consulting Objective Analysis Semiconductor Forecast Accuracy Year Forecast Actual

More information

Spreadtrum Communications, Inc.

Spreadtrum Communications, Inc. Spreadtrum Communications, Inc. Technology for the Mobile World b 2012 Second Quarter Results China United States Korea India Taiwan www.spreadtrum.com 1 Safe Harbor Statement This presentation contains

More information

Flash Technology: Annual Update

Flash Technology: Annual Update Flash Technology: Annual Update Jim Handy OBJECTIVE ANALYSIS OBJECTIVE ANALYSIS Profound Analysts Reports & Services Custom Consulting Objective Analysis Semiconductor Forecast Accuracy Year Forecast Actual

More information

2014 Forecast Results

2014 Forecast Results 214 Forecast Results Duration Forecast Result* Accuracy US GDP 15 $16.98 Trillion $16.345 Trillion 98.5% US Ind. Prod. 13 11.5 (12MMA) 14.2 97.3% EU Ind. Prod. 14 1.6 (12MMA) 11.6 99.% Canada Ind Prod

More information

Alvarion : Connecting the World

Alvarion : Connecting the World Alvarion : Connecting the World Garry Goldenberg Channels Manager 10 Nov. 2009 Copyright Alvarion Ltd. Safe Harbor 2 This presentation contains forward -looking statements within the meaning of the "safe

More information

Zapp Case Study. Victor Stan / CTO Telemobil

Zapp Case Study. Victor Stan / CTO Telemobil Zapp Case Study Victor Stan / CTO Telemobil Past & Future Milestones December 2001 launching the world first CDMA450 network based on Lucent s 3G1x products portfolio. July 2002 re-launching the CDMA450

More information

Conference call April 26, :00 / Helsinki 08:00 / New York 1 Nokia 2016 Q1 2018

Conference call April 26, :00 / Helsinki 08:00 / New York 1 Nokia 2016 Q1 2018 Conference call April 26, 2018 15:00 / Helsinki 08:00 / New York 1 Nokia 2016 Q1 2018 Disclaimer It should be noted that Nokia and its business are exposed to various risks and uncertainties, and certain

More information

Hitachi Announces Consolidated Financial Results for the First Quarter of Fiscal 2006

Hitachi Announces Consolidated Financial Results for the First Quarter of Fiscal 2006 FOR IMMEDIATE RELEASE Hitachi Announces Consolidated Financial Results for the First Quarter of Fiscal 2006 Tokyo, July 31, 2006 --- Hitachi, Ltd. (NYSE:HIT / TSE:6501) today announced its consolidated

More information

Company Overview May Silicon Motion Technology Corp. All rights reserved.

Company Overview May Silicon Motion Technology Corp. All rights reserved. Company Overview May 2017 2015 Silicon Motion Technology Corp. All rights reserved. Safe Harbor Statement This presentation contains "forward-looking statements" within the meaning of Section 27A of the

More information

Memory Industry Dynamics & Market Drivers Memory Market Segments Memory Products Dynamics Memory Status 2007 Key Challenges for 2008 Future Trends

Memory Industry Dynamics & Market Drivers Memory Market Segments Memory Products Dynamics Memory Status 2007 Key Challenges for 2008 Future Trends TOC Memory Industry Dynamics & Market Drivers Memory Market a significant portion of Semi business Memory Market Forecast Industry Dynamics & Impact on Memory Market Key drivers for Memory growth Memory

More information

UBS Russia & CIS One-on-One Conference

UBS Russia & CIS One-on-One Conference UBS Russia & CIS One-on-One Conference Search February 2012 Forward Looking Statement Disclaimer This presentation contains forward-looking statements that involve risks and uncertainties. These include

More information

EUV. Frits van Hout Executive Vice President & Chief Program Officer. 24 November 2014

EUV. Frits van Hout Executive Vice President & Chief Program Officer. 24 November 2014 EUV Frits van Hout Executive Vice President & Chief Program Officer 24 Forward looking statements This document contains statements relating to certain projections and business trends that are forward-looking,

More information

Global 3D NAND Flash Memory Market Research Report 2016

Global 3D NAND Flash Memory Market Research Report 2016 Published on Market Research Reports Inc. (https://www.marketresearchreports.com) Home > Global 3D NAND Flash Memory Market Research Report 2016 Global 3D NAND Flash Memory Market Research Report 2016

More information

Memory Industry Report T A B L E O F C O N T E N T S

Memory Industry Report T A B L E O F C O N T E N T S Memory Industry Report T A B L E O F C O N T E N T S Executive Summary 1 MEMORY INDUSTRY DYNAMICS & MARKET DRIVERS...3 Memory Market a significant portion of Semi business...3 Memory Market Forecast...3

More information

Bango Preliminary results

Bango Preliminary results Bango Preliminary results for 12 months to 31 st March 2011 June 2011 www.bangoinvestor.com - Highlights - Business Progress - Financials - Outlook - Supplementary June 9 th 2009 1 About Bango Bango customers

More information

Presentation title goes here

Presentation title goes here Financial Review Presentation title goes here Fritz Joussen Chief Operating Officer, Vodafone Germany Vodafone Germany Investor & Analyst Day 14 07 2005 1 Agenda Market Overview Commercial Strategy Financial

More information

SanDisk Overview. Mike Chenery Senior Fellow. 5th Annual Needham HDD & Memory Conference Boston, MA. November 3, 2011

SanDisk Overview. Mike Chenery Senior Fellow. 5th Annual Needham HDD & Memory Conference Boston, MA. November 3, 2011 SanDisk Overview Mike Chenery Senior Fellow 5th Annual Needham HDD & Memory Conference Boston, MA November 3, 2011 Forward-looking Statement During our meeting today we will be making forward-looking statements.

More information

Latin America Emerging Markets FY2015. Value Proposition

Latin America Emerging Markets FY2015. Value Proposition Latin America Emerging Markets FY2015 Value Proposition September 2014 International Data Corporation (IDC) is the premier global provider of market intelligence, advisory services, and events for the

More information

Seagate Technology Revenue: Driven by Product, Cloud Storage?

Seagate Technology Revenue: Driven by Product, Cloud Storage? Seagate Technology Revenue: Driven by Product, Cloud Storage? By Adam Rogers Apr 03, 2018. 02:24 PM Seagate Technology Stock since Fiscal 2Q18 Results Seagate stock has risen 4% since its fiscal 2Q18 results

More information

Global and China Semiconductor Equipment Industry Report, Jan. 2014

Global and China Semiconductor Equipment Industry Report, Jan. 2014 Global and China Semiconductor Equipment Industry Report, 2013-2014 Jan. 2014 STUDY GOAL AND OBJECTIVES This report provides the industry executives with strategically significant competitor information,

More information

Bank of America S-MID Cap Conference Boston, MA. March 26,2008

Bank of America S-MID Cap Conference Boston, MA. March 26,2008 Bank of America S-MID Cap Conference Boston, MA March 26,2008 Safe Harbor Statement Safe Harbor Statement under the U.S. Private Securities Litigation Reform Act of 1995; certain matters in this presentation,

More information