Element Solutions Inc. · NYSE:ESI
Element Solutions — UBS Electronics Conference 2020
14 slides from Element Solutions's conference presentation, Oct 14, 2020
Slide 1: Element Solutions – Electronics Overview
Element Solutions – Electronics Overview Joe D’Ambrisi, SVP & Head of Electronics October 2020 1
Slide 2: Legal Notices
Legal Notices Please note that in this presentation, we may discuss events or results that have not yet occurred or been realized, commonly referred to as forward-looking statements. The Private Securities Litigation Reform Act of 1995 provides a safe harbor for forward-looking statements made by or
Slide 3: Element Solutions' Electronics Segment Snapshot
Element Solutions’ Electronics Segment Snapshot % of 2019 Electronics Net Sales % of ESI’s 2019 Net Sales By Vertical By Application By Region $1,086M 23% 2019 Net Sales 2019 Adj. EBITDA* Margin Assembly Electronics ~ 59% Solutions ~ 50% Asia >25 ~10,000 ~ 60% Countries We Operate In Customers Globa
Slide 4: Leading-Edge, High-Quality Materials & Brands
Leading-Edge, High-Quality Materials & Brands Century-Long legacies of experience and customer trust Materials We Supply Vertical Brand Years in Materials We Supply Vertical BrandFamilies Families Market Specialty Chemicals for PCB Circuitry Solutions MacDermid Enthone ~100 Fabrication Circuit Depos
Slide 5: An Integrated, Comprehensive High-End Electronics Portfolio
An Integrated, Comprehensive High-End Electronics Portfolio Enabling all critical interfaces for printed circuit boards and semiconductor applications Extremely Dense Flagship Smartphone PCB Flagship Smartphone CPU / Board Interface Semi Viaform Semi MICROFAB, Novafab Circuitry Systek Assembly ALPHA
Slide 6: Supporting Increasingly Complex Customer Needs
Supporting Increasingly Complex Customer Needs Increasing requirements for circuit board and semiconductor manufacturing in the high-end of key end-markets Other Electronics: ~ 15% Engineering Applications: ~ 15% Mobile & Tablets: ~ 30% ▪ Internet of Things (IoT), artificial ▪ 5G devices, advanced w
Slide 7: 5G Rollout Driving Growth
5G Rollout Driving Growth Mobile Devices – Annual Shipments (M Units) 5G Base Station – Annual Rollout (K Units) ~6,000 1,800 1,670 1,610 1,500 55% of 200 400 phones sold 1,000 Cumulative roll- in 2024 ~5M out by 2025: Small- expected to ~5M Macro, 13M Cell be 5G small-cells (~1.5M mmWave) 1,300 867
Slide 8: ESI Automotive – Convergence of Electronics & Automotive
ESI Automotive – Convergence of Electronics & Automotive Materials expertise enabling cutting-edge automotive innovation EVs and Powertrain Inverter and Battery Management System technologies to enhance range, power and reliability Safety Systems (ADAS) Enhancing safety systems to reach next level a
Slide 9: Innovating for Our Customers' Future Needs
Innovating for Our Customers’ Future Needs The technology for tomorrow’s megatrends is developing today 5G Technologies Customer-Led Product Innovation Materials Higher density and reliability requirements for 5G technologies requirements at in both infrastructure and mobile the leading edge devices
Slide 10: Key Takeaways
Key Takeaways A Comprehensive Integrated, High-End Electronics Portfolio Longstanding, defensible and leading category positions in attractive end-markets Uniquely broad portfolio providing differentiation and more complete product offering At the forefront and in the early phase of global, durable
Slide 11: Appendix
Appendix solutions
Slide 12: Comprehensive 5G Device Portfolio
Comprehensive 5G Device Portfolio 5G mmWave Antenna Semiconductor Module 5G Transceiver / Antenna 5G Smartphone Circuitry Assembly MID Antenna Shield Attach Shielding or AiP High Speed Innerlayer HDI Metallization SMT Component Attach and Rework 5G Baseband First Level Underfill and Encapsulation Au
Slide 13: Significant 5G Infrastructure Content
Significant 5G Infrastructure Content Semiconductor HDI Micro Vias Circuitry Underfill and Assembly 5G Antenna-in-Radio PCB Encapsulation 5G Transceiver High-Reliability Cu Pillar Interconnect Plated Shielding Solder Sphere Interconnect SMT Component Attach and Rework Final Finish High Speed Innerla
Slide 14: Net income reconciliation to Adj. EBITDA
Net income attributable to common stockholders reconciliation to Adj. EBITDA ($ millions) FY 2019 Net income attributable to common stockholders $92 Add (subtract): Net income attributable to the non-controlling interests 1 (Income) from discontinued operations, net of tax (13) Income tax expense 61