Aspocomp Group Oyj · OMXHEX:ACG1V
Aspocomp Group Oyj — Investor Day (March 2017)
17 slides from Aspocomp Group Oyj's investor day presentation, Mar 14, 2017
Slide 1: Capital Markets Day
Capital Markets Day 14 March 2017
Slide 2: Agenda and presenters
Agenda and presenters Aspocomp’s Strategy Aspocomp’s global Mikko Montonen, CEO supply chain Antti Ojala, VP Business Development Aspocomp’s customer Financials segments and solutions Jouni Kinnunen, CFO Tero Päärni, VP Sales 2 14.3.2017 Capital Markets Day
Slide 3: Global Supply Chain
GLOBAL SUPPLY CHAIN Antti Ojala VP Business Development
Slide 4: Mission and vision behind our global supply chain strategy
Mission and vision behind our global supply chain strategy Mission • To supply cost effectively PCBs with the right quality for customers’ demands • To be aware of the Chinese supplier market in order to be able to offer solutions to customers’ requirements in the future Vision • Aspocomp to have a
Slide 5: Global supply chain with nine factories in Asia
Global supply chain with nine factories in Asia • Since 2011, Aspocomp has started to put emphasis on volume supply services • Today, Aspocomp has 9 audited and approved factories SHANGHAI • Dedicated logistics and quality assurance organization QINGYUAN LONGCHUAN in Finland and in China GUANGZHOU Z
Slide 6: Challenges that customers are facing in the global PCB markets
Challenges that customers are facing in the global PCB markets • Price as a differentiating factor in the competition • Customer’s customers more and more interested in the price Clear cost pressure from many directions • Competition, products and legislation becoming more complicated • Tightening
Slide 7: Aspocomp brings added value to electronics supply chain
Aspocomp brings added value to electronics supply chain 1. Commercial aspects 2. Logistics services 3. Supplier management 4. Technical support 5. Quality assurance & control Quality Commercial Logistics Supplier Technical assurance aspects services management support & control 7 14.3.2017 Capital M
Slide 8: 1. Commercial aspects
1. Commercial aspects • Aspocomp offers a single point of contact for all technologies • Support in combining affordable unit costs with high quality and reliability requirements • According to Aspocomp’s customer satisfaction survey, 100% of Aspocomp’s customers recommended Aspocomp • Global supply
Slide 9: 2. Logistics services
2. Logistics services • Single point of contact for all logistics related issues • Provision of detailed information about shipments in advance • Multi-model transportation possibilities (air, sea, truck and their combinations) • Optimization of logistics brings cost savings Quality Commercial Logis
Slide 10: 3. Supplier management
3. Supplier management • Carefully drafted agreements and negotiations in Asia • Carefully selected and audited factories • As a PCB manufacturer, Aspocomp has excellent expertise and experience in managing and training volume factories • We are making PCBs – our customers (or traders) aren’t • Exce
Slide 11: 4. Technical support
4. Technical support • Aspocomp’s technical expertise and technical support are world class • Local technical support organization both in Europe and in China • One point of contact for all technologies • All possible technologies available Quality Commercial Logistics Supplier Technical assurance a
Slide 12: 5. Quality assurance & control
5. Quality assurance & control • Long experience in manufacturing demanding PBCs • Global perspective: Own quality personnel in Asia doing close cooperation with the European quality organization • Single point of contact for all quality related issues • Smooth process for handling potential reclama
Slide 13: Volume supply partner profiles
Volume supply partner profiles Layer count, complexity 18-L / HDI, ML (Shenzhen) Advanced HDI, high layer count ML, flex HDI Small to medium Volumes High capability & volume TS16949 Certified TS16949 certified, 2 plants in China (Shanghai and Guangzhou) DS, ML (Qingyuan) Very small Standard ML, 2 fa
Slide 14: Purchasing portfolio analysis
Purchasing portfolio analysis Difficult to change Bottleneck Strategic Aspocomp’s focus technologies technologies Low volume High volume Ordinary Volume technologies technologies Easy to change Oct 8, 2014 Presentation to ACG Board
Slide 15: Aspocomp's supplier selection process
Aspocomp’s supplier selection process Process initiated by Aspocomp’s volume supplier strategy and/or customer’s technology need Used Standard: VDA 6.3 German Automotive Standard Suppliers assessed every two years Identification NDA and Preliminary Approval SUPPLIER of potential Questionnaire reques
Slide 16: Strategic targets for supply chain management
Strategic targets for supply chain management • Taking price, quality, delivery accuracy and environmental & social issues into account, most economical total landed cost sourcing • Balanced supplier base – Avoiding single sourcing situations, risk management – Not too many suppliers, we must have c
Slide 17: Summary of Aspocomp's strengths in supply chain management
Summary of Aspocomp’s strengths in supply chain management Wide technology portfolio Strong partners in portfolio Local organization in China Technical and commercial Bringing added value knowledge to electronics supply Own production strengthens our chain credibility Cross-trading logistics routine