Richardson Electronics, Ltd. · NASDAQ:RELL
Richardson Electronics — Investor Presentation (2012)
21 slides from Richardson Electronics's investor presentation, Apr 25, 2012
Slide 1: Richardson Electronics
Richardson Electronics
Slide 2: Company Overview
Richardson Electronics, Ltd. Company Overview © Richardson Electronics – Proprietary & Confidential
Slide 3: Company Overview: Markets and Engineered Solutions
• Serving the RF and microwave communications, industrial, scientific and medical markets • Leading distributor of power grid and microwave tubes, and related consumable parts • Global provider of Engineered Solutions specializing in: • Industrial tube manufacturing • Power conversion • Customized d
Slide 4: Facts and Figures
Facts and Figures • NASDAQ: RELL • Founded in 1947 • Headquartered outside Chicago in La Fox, Illinois • ISO 9001: 2008 registered supplier • Integrated global supply chain • Fiscal 2010 revenues of $492 million • Assets of RFPD were sold March 2011 with net proceeds in excess of $230 million • Annu
Slide 5: FY11 Sales Breakdown by Area
FY11 Sales Breakdown by Area Richardson Electronics has a strong international presence with more than 50% of revenue generated outside the US. 16.7% ASIA 42.6% EUR LA NA 32.6% 6.5% © Richardson Electronics – Proprietary & Confidential
Slide 6: Capabilities
Capabilities • Local Inventory • Local Currency • Specialized Sales Force • Just-in-Time Deliveries • Online Quote and Telemarketing System • Technical Support • Special Product Testing • Engineered Solutions through Prototype Design and Manufacturing © Richardson Electronics – Proprietary & Confide
Slide 7: Robinet (Richardson Online Business Information Network)
Robinet (Richardson Online Business Information Network) • 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 pro
Slide 8: Global Supply Chain
Global Supply Chain • Three international distribution hubs: - Asia (Hong Kong, Singapore) - Europe (Amsterdam) - North America (LaFox, Illinois) Two satellite stocking locations - South America (Brazil) - China (Shanghai) • Emergency stock in all locations • 3-5 day (or less) shipment to any city w
Slide 9: Engineered Solutions
Engineered Solutions • Design, integrate or manufacture customer-driven solutions • Intimate customer relationships and technical field design support • Value added services for new and existing products through: • Design-in support • Systems integration • Prototype design and manufacture • Testing
Slide 10: Distribution
Distribution • Global relationships and programs with the most technically advanced suppliers • Solutions incorporating the widest range and finest quality of components available • Development and use of global supply chain management • Customer unique demands driving Engineered Solutions © Richard
Slide 11: Two Strategic Business Units
Two Strategic Business Units • Electron Device Group • Canvys—Visual Technology Solutions © Richardson Electronics – Proprietary & Confidential
Slide 12: Electron Device Group
Electron Device Group Selected Products Services • Power Grid Tubes • CW Microwave Assembly • Magnetrons • High Power/High Voltage Assembly • Klystrons • Application Design Assistance • Hydrogen Thyratrons • High Voltage Capacitors • CW Microwave Design & Engineering • CW/Pulsed Microwave Products •
Slide 13: Electron Device Group: Markets Served
Electron Device Group Markets Served Key Partners & Suppliers • RF Industrial Heating • Semiconductor Equipment Applications • Plasma Applications • Scientific • Marine & Avionics • Laser • Radar • Radio & TV Broadcast (FM, UHF, VHF and Shortwave) • Medical © Richardson Electronics – Proprietary & C
Slide 14: Electron Device Group Customers
Electron Device Group Customers •Novellus •Nordson •MKS •Axcellis •Flextronics •Stalam/Deyi •Garmin •Danaher •Honeywell •Leco © Richardson Electronics – Proprietary & Confidential
Slide 15: LaFox Manufacturing Capabilities
LaFox Manufacturing Capabilities Richardson Electronics produces a wide variety of RF and microwave components as well as electron tubes and vacuum devices. Capabilities: Specialty Services: • Assembly • Air-Wound Inductors & RF Coil Making • Contract Manufacturing •Electromechanical Assembly • Cust
Slide 16: Examples of Products Manufactured in LaFox
Examples of Products Manufactured in LaFox © Richardson Electronics – Proprietary & Confidential
Slide 17: Canvys
Canvys Selected Products Services • Customized Displays • Online Technical Support • Monitors and Integrated Systems • Onsite Demonstration • Touchscreen and Privacy Technology • Installation • Computing Platforms and Mounting Solutions • Installation and Calibration Services • QC/QA • Solution Cons
Slide 18: Canvys: Markets Served
Canvys Markets Served Key Partners & Suppliers • Healthcare • Medical OEM • Automation and Industrial OEM • Marine Radar • Aviation • Military Defense and Aerospace • Retail • Financial/Stock Exchanges • Transportation © Richardson Electronics – Proprietary & Confidential
Slide 19: Examples of Canvys Products
Examples of Canvys Products Fully Embedded Custom Designs Medical Grade Rack Mount and Chassis Designs © Richardson Electronics – Proprietary & Confidential
Slide 20: Canvys Customers
Canvys Customers © Richardson Electronics – Proprietary & Confidential
Slide 21: Thank You for Your Support
Richardson Electronics Thank You for Your Support
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