Aixtron Se · XETR:AIXA

Aixtron — Merger or Acquisition (April 2015)

10 slides from Aixtron's merger presentation, Apr 8, 2015

  1. Slide 1: AIXTRON Investor Presentation

    AIXTRON Investor Presentation AIXTRON acquires OLED encapsulation company PlasmaSi (April 8, 2015)

  2. Slide 2: Forward-Looking Statements

    DISCLAIMER 2 Forward-Looking Statements This document may contain forward-looking statements regarding the business, results of operations, financial condition and earnings outlook of AIXTRON within the meaning of the safe harbor provisions of the US Private Securities Litigation Reform Act of 1995.

  3. Slide 3: AIXTRON Acquires PlasmaSi Deal overview

    OPERATIONS 3 AIXTRON Acquires PlasmaSi  Deal overview AIXTRON acquires OLED encapsulation company PlasmaSi  Purchase price: up to US$16 million in cash  Limited revenue contribution in 2015  Minimum impact on Balance sheet  OLED Gen 1 demo-tool for AIXTRON organic demo cluster included  The ac

  4. Slide 4: AIXTRON Acquires PlasmaSi Strategic benefits

    VALUE PROPOSITION 4 AIXTRON Acquires PlasmaSi  Strategic benefits  Additional value creating process step: Thin-Film Encapsulation  Complementary product portfolios and roadmaps  Additional IP to strengthen core patent portfolio • Additional TAM opportunity: 50%+ in  Technology clustering poten

  5. Slide 5: PlasmaSi Innovator in Thin-film encapsulation

    UNIQUENESS OF PLASMASI 5 PlasmaSi  Innovator in Thin-film encapsulation Key Facts Technology advantages Applications • Located in Fremont, • Scalable, established • Flexible display market CA, USA deposition technology with superior flexibility • Large area OLED • Established in 2009 displays • Hig

  6. Slide 6: AIXTRON in Organic Electronics OVPD + Encapsulation

    AIXTRON TECHNOLOGIES AND PRODUCTS 6 AIXTRON in Organic Electronics  OVPD + Encapsulation Source: DisplaySearch, AIXTRON OLED manufacturing process Cleaning Cleaning Glass cutting ITO deposition Organic material deposition Bonding Coating Etching Cathode deposition Aging Stripping Encapsulation Fina

  7. Slide 7: Front-end Cell Process Equipment Focus Activities

    MARKET OPPORTUNITIES 7 Front-end Cell Process Equipment Source: IHS; AIXTRON internal estimates Focus Activities Cumulative Capex Key competency: Thin-film deposition Value creation: 60% 100% 80% 75% 55% 45% 40% 20% 20% 5% 10% 5% Cathode Module Cleaning Deposition deposition Encapsulation preparatio

  8. Slide 8: AIXTRON Acquires PlasmaSi Summary

    PROSPECTS 8 AIXTRON Acquires PlasmaSi  Summary • Thin-film encapsulation is a key enabling technology for current as well as future OLED applications. • PlasmaSi’s approach delivers best in class performance. • Encapsulation technology represents a complementary but independent process step increas

  9. Slide 9: Financial Calendar & Contact Data

    9 Financial Calendar & Contact Data • April 28, 2015 Q1/2015 Results, Conference Call • May 20, 2015 Annual General Meeting, Aachen • July 28, 2015 H1/2015 Results, Conference Call • October 2015 9M/2015 Results, Conference Call For further information please contact: Investor Relations & Corporate

  10. Slide 10: AIXTRON – Our technology. Your future.

    AIXTRON – Our technology. Your future. AIXTRON SE Dornkaulstr. 2 52134 Herzogenrath Germany Phone +49 (2407) 9030-0 Fax +49 (2407) 9030-40 E-Mai [email protected]

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