2016 JABIL ANALYST & INVESTOR MEETING SEPTEMBER 27, 2016

Transcription

1 2016 JABIL ANALYST & INVESTOR MEETING 1 SEPTEMBER 27, 2016

2 Forward Looking Statements Forward looking statements: This presentation contains forward-looking statements, including those regarding our anticipated financial results for our full fiscal year 2016; and our estimated positioning for future financial performance in our fiscal years 2017 through 2019 (including, net revenue, segment net revenue, cash flow from operations, core operating income, core margin, segment core margin, and core diluted earnings per share results). The statements in this presentation are based on current expectations, forecasts and assumptions involving risks and uncertainties that could cause actual outcomes and results to differ materially from our current expectations. Such factors include, but are not limited to: our determination as we finalize our financial results for our full fiscal year 2016 that our financial results and conditions differ from our current preliminary unaudited numbers set forth herein; unexpected, adverse seasonal impacts on demand; performance in the markets in which we operate; changes in macroeconomic conditions; the occurrence of, success and expected financial results from, product ramps; our ability to maintain and improve costs, quality and delivery for our customers; whether our restructuring activities and the realignment of our capacity will adversely affect our cost structure, ability to service customers and labor relations; changes in technology; competition; anticipated growth for us and our industry that may not occur; managing rapid growth; managing rapid declines in customer demand and other related customer challenges that may occur; our ability to successfully consummate acquisitions and divestitures; managing the integration of businesses we acquire; risks associated with international sales and operations; retaining key personnel; and our dependence on a limited number of large customers. Additional factors that could cause such differences can be found in our Annual Report on Form 10-K for the fiscal year ended August 31, 2015, subsequent Reports on Forms 10-Q and 8-K and our other securities filings. We assume no obligation to update these forward-looking statements. 2

3 Green Point Bill Peters, President, Green Point 3

4 Technology Trends Create Opportunities Miniaturization Growth in demand for small mechanical components Augmented & Virtual Reality Next-generation devices require complexity and precision Optics Computational imaging and depth sensing drive need for optical sensors in more devices 4

5 Green Point Markets & Strategy Consumer Lifestyles Optics Mobility Defense & Aerospace 5 Strategy: Differentiation through Material Sciences Broad Mechanics Expertise Unique Capabilities

6 Green Point Capabilities Acoustics Automation Fluidics Materials Technology Optics Precision Mechanics Printed Electronics Sensors 6

7 Smartphone Market: Growth in Key Geographies (M) 2,000 1,500 1, Asia/Pacific EMEA Latin America North America 7

8 Beyond Mobility Yesterday Today Tomorrow Cover Glass Acoustics Metal Housing Cell Phones Fiber Composite Other Accessories Optics 8 Small Mechanical Components 225% Growth

9 Augmented/Virtual/Mixed Reality Market Opportunity: $150B by Source: Digi-Capital

10 (M) units Growing Optics Market: Computational Cameras Mobile Devices Will Either Have 3D Sensors or Suffer Flat Sales TechCrunch, September 9, ,000 2,500 2,000 1,500 1, Smartphone w/ Computational Camera Smartphone

11 Strategic Investments Position Jabil as Industry Leader in Optics

12 Optics Capability: Active Alignment for Miniaturization Maximum precision for better performance and yield. TECHNOLOGY DEMANDS Devices difficult to manufacture Lens must be closer to active device Larger aperture lens required Decreasing pixel pitch Multi-lenses (array, 3D) Vision analysis requirements Clean manufacturing environment Must differentiate to increase margins 12

13 Advantage of Active Alignment Image Region Center Top-Right Top-Left Bottom-Left Bottom-Right Final MTF (% of Max) % 97.10% 84.70% 97.98% 70.07% 13

14 Key Markets for Active Alignment Technology CAMERA MODULES PROJECTION MODULES Consumer Virtual / Augmented Reality Automotive Gesture Recognition 14

15 Optics Opportunity: Security Applications for 3D Sensing Object Placement In Public Spaces Object Detection Connected Home Mobile Walk-through Security Scanning Banking 15

16 Fiber Composite Fiber Composite over-molding technology uses Continuous Fiber Reinforce Thermoplastics (CFRT) with injection molded mechanical features Thin wall thickness, light weight, and high strength. Applications include: Laptop, cell phones, automobile parts, tablets, and sports equipment 16

17 Opportunities in Liquid Silicone Rubber Liquid Silicone Rubber is a biocompatible flex material with excellent thermal and chemical resistances. Used as single shot or combined with a supporting plastic structure in 2 shot molding to provide a unique soft touch tactility and surface hardness for cosmetic mobile phone covers. Applications include: Consumer device outer casings, wearables / watch bands, phone cases. Excellent properties for waterproofing consumer electronic devices. Watchband Multi-caves Texture Decorated 17

18 Low Cost Precision Aerospace Machining Global partnership with US based aerospace manufacturer. Low cost machining facility in Bandung, Indonesia; operational early Machines & Parts Site capabilities scalable for multiple OEM customers. 18

19 19 Customer Case Study: Tile

20 20 THANK YOU