Suss Microtec Se · XETR:SMHN
Suss Microtec — Investor Day (September 2020)
7 slides from Suss Microtec's investor day presentation, Sep 24, 2020
Slide 1: Capital Markets Day 2020 Insights Coater/Developer
CAPITAL MARKETS DAY 2020 INSIGHTS COATER/DEVELOPER September 24, 2020 Dr.-Ing. Thomas Grund, Business Unit Manager Coater/Developer
Slide 2: Advanced Packaging Market Growth
ADVANCED PACKAGING MARKET GROWTH +6% CAGR Source: Yole Report, Status of Advanced Packaging Industry 2020 CAGR added by SUSS Capital Markets Day 2020, Insights Coater/Developer 2
Slide 3: MEMS Market Growth
MEMS MARKET GROWTH Source: Yole Report, Status of the MEMS Industry 2020 Capital Markets Day 2020, Insights Coater/Developer 3
Slide 4: Inkjet Coating Potential
INKJET COATING POTENTIAL A >40 μm Print Process Result (Ink/printhead/surface (Functional layer) interaction) B Print Process Result (Ink/printhead/surfac (Finished product) e interaction) Significantly reduced material consumption (conventional spin coating often spins off >>50% of material; C In
Slide 5: Product Margin Development
PRODUCT MARGIN DEVELOPMENT Coat/Develop Inkjet Spraycoat Coat/Develop ACS200 Gen3 ACS300 Gen2/3 JETx LP50 AS8 Labspin, RCD8, AD12 AS12 Labcluster SD12 Comment / High installed base, high flexibility on Unique combination: within SUSS semiconductor and Specialized Various processes available. Most to
Slide 6: Summary Growth Potential - On Track with SUSS Strategy 2025 Projection
SUMMARY GROWTH POTENTIAL - ON TRACK WITH SUSS STRATEGY 2025 PROJECTION Forecast Sales Revenue Coater €M – most likely scenario 90 80 70 60 50 40 30 20 10 0 p - projected 2017 Act 2018 Act 2019 Act 2020p 2021 2022 2023 2024 2025* * - targeted Manual Automatic 200 mm Automatic 300 mm InkJet Capital Ma
Slide 7: Thank you!