Suss Microtec Se · XETR:SMHN
Suss Microtec — Investor Day (September 2020)
10 slides from Suss Microtec's investor day presentation, Sep 24, 2020
Slide 1: Capital Markets Day 2020 Insights Exposure
CAPITAL MARKETS DAY 2020 INSIGHTS EXPOSURE September 24th, 2020 Dr. Markus Arendt, Business Unit Manager Lithography
Slide 2: SUSS Exposure Technologies
SUSS EXPOSURE TECHNOLOGIES Proximity Exposure Nano- and Micro-Imprinting Lithographic Wafer & Substrate Structuring Nano- & Micro-Structuring Micro-bumping, Flip Chip, Wafer-Level-Packaging WLO, Photonics, ID recognition, AR (DOE, MEMS, RF, Power Devices, Photonics, LED optical gratings), medical, s
Slide 3: More Than Moore Market and Technology Trends
MORE THAN MOORE MARKET AND TECHNOLOGY TRENDS – APPLICATION DRIVERS FOR SUSS EXPOSURE TECHNOLOGIES Demand for “More than Moore” equipment is expected at CAGR of 7%-10% by Yole Développement SUSS Exposure solutions have a dominant share for MEMS and RF devices Target to expand share in Advanced
Slide 4: Target Applications for Micro-Imprint
TARGET APPLICATIONS FOR MICRO-IMPRINT confidential Micro – Imprint UV - stacking Light carpets Camera modules Fingerprint sensors Face ID optics SMO Time of Flight sensors # of cameras per unit expected to almost double until 2025 Source: Yole (2020) Capital Markets Day Insights Lithography Exposure
Slide 5: Target Applications for Nano-Imprint
TARGET APPLICATIONS FOR NANO-IMPRINT Source: Yole (2019) Nano – Imprint Telecommunication Virtual reality visors Augmented Reality Life science Optical nano-gratings Optical gratings Diffractive optical elements DNA sequencing, organ-on-chip Capital Markets Day Insights Lithography Exposure 5
Slide 6: Imprint Excellence Center Full Service @ SUSS MicroOptics Site
IMPRINT EXCELLENCE CENTER FULL SERVICE @ SUSS MICROOPTICS SITE Optical Process Design Qualification Full access to peripheral tooling Optical Design, System Design, (Master and stamp fabrication, Micro-Optics Simulation etching, dicing) Transfer to HVM Prototyping Pilot Production From feasibility s
Slide 7: SUSS Metrology: Enabler for Production Tools
SUSS METROLOGY: ENABLER FOR PRODUCTION TOOLS Enhance product portfolio with Smart Manufacturing Solutions – Secure the High Wafer Value Thickness Defect Measurement Inspection Feedback Loop Automation: Adjust Recipe Repeat process INDUSTRY 4.0 Alert host Closed Loop Exposure Quality Traceabili
Slide 8: Product Portfolio
PRODUCT PORTFOLIO SUSS Exposure Systems Semi-Automated Aligners Automated Aligners Imprint Metrology TM200 MABA Gen4 DSM200 MABA Gen4 Pro MA12 MA150 MA200 MA300 XLC200 MABA Gen5 (coming soon) DI200 Comment / Large install Only offer in Very high throughput, Flagship product. Only offer in market. De
Slide 9: Summary Growth Potential – On Track with SUSS Strategy 2025
SUMMARY GROWTH POTENTIAL – ON TRACK WITH SUSS STRATEGY 2025 PROJECTION Forecast Sales Revenue Exposure €M - most likely scenario 90 80 70 Sales Revenue in Mio. € 60 50 40 30 20 10 0 p - projected 2019 2020p 2025* * - targeted Aligners New Technology / Imprint Capital Markets Day Insights Lithography
Slide 10: Thank you!