Richardson Electronics, Ltd. · NASDAQ:RELL
Richardson Electronics — Investor Presentation (April 2016)
33 slides from Richardson Electronics's investor presentation, Apr 1, 2016
Slide 1: Richardson Electronics, Ltd. Corporate Overview
Richardson Electronics, Ltd. Corporate Overview 2015-2016 Rev. 040416
Slide 2: Facts and Figures
Founded in 1947, Richardson Electronics, Ltd. has a rich and unique history Facts and Figures of engineering, manufacturing and distributing power grid and microwave tubes and related consumables, and customized display solutions. • Founded in 1947 • Headquarters: La Fox, Illinois (near Chicago) • N
Slide 3: Strategic Direction
“Our highest return on investment will be achieved by leveraging the Strategic Direction power of our global infrastructure and capitalizing on the strength of our customer relationships.” - Edward J. Richardson, Chairman, CEO Our goal is to add $100 to $200 million of incremental profitable, high g
Slide 4: Our Businesses
Our Businesses • Power and Microwave Technologies (PMT) – Includes Electron Device Group (EDG) – Leading distributor of power grid and microwave tubes and related consumable parts – Global provider of Engineered Solutions specializing in industrial tube manufacturing, microwave generators, power sup
Slide 5: Our Businesses
Our Businesses • Richardson Healthcare – Manufacturer and distributor of PACS displays and operating room solutions (formerly part of Canvys) – Manufacturer and distributor of replacement parts for diagnostic imaging equipment including CT Tubes and other high value components – Repair service for M
Slide 6: Our Value Propositions
Our Value Propositions • Peace of Mind • We manufacture and distribute the highest quality products in the markets we serve • We are a global, publicly traded company with nearly 70 years of history • Hassle Free Experience • Our employees are dedicated to customer service; we are publicly traded ye
Slide 7: We are Global
We employ local field sales engineers throughout the world We are Global who work side-by-side with customers, and we maintain strong strategic partnerships with the leading manufacturers . Richardson Electronics has a strong international presence with nearly 60% of revenue generated outside the US
Slide 8: Global Engineered Solutions
Global Engineered Solutions • Design and engineering capabilities to support customers’ needs for design-in components and custom-engineered solutions • Highly specialized, high-mix, low-volume manufacturer – RF and microwave components and subsystems – Electron tubes – Vacuum devices – Power suppli
Slide 9: Global IT Infrastructure and Visibility
Global IT Infrastructure and Visibility • Global, real time system for managing customers from quote through orders • Customer and product information includes – Sales and quote history including won/lost, pricing, costs, quote comments – Call notes; quote and call follow up and prompting – Design t
Slide 10: Global shipping coverage and legal entities map
Richardson Electronics ships worldwide with the exception of embargoed countries (North Korea, Iran, Sudan, and Syria). In addition, we conduct extra screening to scrutinized countries. SHIP TO & LEGAL ENTITIES (BLUE) @ DISTRIBUTION CENTER SHIP TO ONLY (YELLOW) * SALES OFFICE NO COVERAGE ENTITIES (G
Slide 11: Global Supply Chain
Global Supply Chain • Four international distribution hubs: ‒ North America (LaFox, Illinois) ‒ Asia (Hong Kong, Singapore) ‒ Europe (Amsterdam) • Two satellite stocking locations ‒ South America (Brazil) ‒ China (Shanghai) • Emergency stock in all locations • Shipment to any city worldwide in one t
Slide 12: Global Value Added Services
Global Value Added Services • Bar code • Special packaging • EDI capability (military or other) • On-line procurement • Private labeling services • Shipping • JIT (Just-In-Time) • Component sorting, deliveries testing and cross- • Materials management referencing
Slide 13: Strategic Business Unit Overview
Strategic Business Unit Overview 13
Slide 14: Power & Microwave Technologies (PMT)
Power & Microwave Technologies (PMT) Formerly EDG
Slide 15: PMT Selected Products and Services
Power & Microwave Technologies (formerly EDG) Selected Products Services •Power Grid Tubes •CW Microwave Assembly •Magnetrons •High Power/High Voltage Assembly •Klystrons •Application Design Assistance •Hydrogen Thyratrons •CW Microwave Design & Engineering •Traveling Wave Tubes •Air-Wound Inductors
Slide 16: PMT Manufacturing Capabilities and Specialty Services
Power & Microwave Technologies Manufacturing Capabilities Specialty Services • Assembly • Air-Wound Inductors and RF Coil Making • Contract Manufacturing • Electromechanical Assembly • Custom/Private Labeling • Machining • Design & Engineering • Solder Dipping • Development • Brazing, Welding and Jo
Slide 17: PMT Service
Power & Microwave Technologies Service • Provide cost-effective installation and service of microwave tubes to communications, industrial, military and medical users • Provide technical assistance to power grid tube customers that may not have the ability to service their own equipment today • Locat
Slide 18: PMT New Product Development
Power & Microwave Technologies New Product Development • Investment in people and capital expense in Q2 FY14 • Focusing on • RF Sources and Distribution Networks • RF Components • HV Power Supplies • Microwave Generators • Increase LaFox, IL Manufacturing skills • Magnetics Winding • Thru-Hole PCB A
Slide 19: PMT Markets Served
Power & Microwave Technologies Markets Served • RF & Microwave Heating • Radar • Semiconductor • Radio & TV Broadcast • Plasma (FM, UHF, VHF and Shortwave) • Scientific • Medical • Marine & Avionics • Automotive • Laser KEY PARTNERS & SUPPLIERS
Slide 20: PMT Key Customers
Power & Microwave Technologies Key Customers • Novellus • Flextronics • Honeywell • Nordson • Stalam/Deyi • Leco • MKS • Garmin • Lam Research • Axcellis • Danaher
Slide 21: Powerlink
Power & Microwave Technologies Powerlink Our clients include: Service agent for:
Slide 22: Richardson Healthcare Overview
Richardson Healthcare Overview
Slide 23: Richardson Healthcare value proposition
Richardson Healthcare helps lower the cost of healthcare delivery with high value parts, upgrades and training solutions for hospitals and third party service providers. • Peace of mind: We focus on the products so our customers can focus on the outcome. • Great Value: We enable customers to lower t
Slide 24: International Medical Equipment and Service (IMES)
International Medical Equipment and Service (IMES) • Richardson acquired IMES – June 2015 • Located in Fort Mill, SC (right outside Charlotte, NC) • IMES provides OEM quality replacement CT parts and training to support in- house clinical engineering and third party equipment maintenance companies.
Slide 25: Healthcare Products and Services
Healthcare Products Services • Radiology/PACS Displays & Solutions • Diagnostic & Clinical Displays • Training • Computer Workstations & Calibration S/W • Technical Support • Ergonomic Radiology Furniture • Certified Pre-owned Testing • Surgical Displays & Solutions • Onsite Demonstrations • Replace
Slide 26: Healthcare product examples
Healthcare Flat Panel Detectors & Diagnostic/Clinical Displays & Solutions CR to DR Upgrade Replacement Parts & Training CT & MRI Replacement Tubes
Slide 27: Healthcare Key Segments Served
Healthcare Key Segments Served • Radiology & Diagnostic Imaging • Surgical/OR Imaging • Clinical Engineering KEY PARTNERS - SUPPLIERS - BRANDS
Slide 28: Healthcare Key Customers
Healthcare Key Customers—Healthcare Providers Key Customers—Service Providers
Slide 29: Canvys—Visual Technology Solutions
Canvys—Visual Technology Solutions
Slide 30: Canvys
Canvys develops custom display solutions for Original Equipment Manufacturers (OEMs). We evaluate each customer's unique needs Canvys and craft the right solution. Selected Products •Customized Displays •Monitors and Integrated Systems •Touchscreen and Privacy Technology •Computing Platforms and Mou
Slide 31: Canvys display designs
Canvys Medical Grade Rack Mount and Chassis Designs Fully Embedded Custom Designs True Flat Series
Slide 32: Canvys Markets Served
Canvys Markets Served • Medical OEM • Military Defense and Aerospace • Automation and Industrial OEM • Retail/POS • Marine Radar • Financial/Stock Exchanges • Aviation • Transportation SELECT CUSTOMERS
Slide 33: Richardson Electronics
Richardson Electronics
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