lpkf laser & elec tronics ag | 17 september 2020 · -electronics/actuators e-mobility and...

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15:00 CET | KEY NOTE – Big PictureGoetz M. Bendele (CEO) & Christian Witt (CFO)Presentation (30 minutes)

15:30 CET | Q&A Panel (15 minutes)

15:45 CET | WELDINGSimon Reiser (Managing Director Welding)Presentation and Q&A (20 minutes)

16:05 CET | SOLARJuergen Bergedieck (Managing Director Solar)Presentation and Q&A (20 minutes)

16:25 CET | ELECTRONICSRoman Ostholt (Managing Director Electronics)Presentation and Q&A (20 minutes)

16:45 CET | LIDERoman Ostholt (Managing Director Electronics)Presentation and Q&A (40 minutes)

17:25 CET | ARRALYZERobin Krueger (Head of Product Management and Innovation)Presentation and Q&A (15 minutes)

17:40 CET | WRAP-UP and final Q&A PanelGoetz M. Bendele (CEO) & Christian Witt (CFO)Wrap-up and Q&A (20 minutes)

END

W E L D I N GPresented by Simon Reiser

L P K F C A P I TA L M A R K E T S D AY 2 0 2 0

INTRODUCTION

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S I M O N R E I S E R

L P K F W E L D I N G Q U I P M E N T G M B H

“The foundation of our future success is to constantly improve the ability to serve customers worldwide.”

• University of applied sciences KemptenDipl. Industrial Engineer (FH)

• Professional School of Business & Technology Kempten & Cape TownMaster of Business and Administration (MBA)

• Frankfurt School of Finance & ManagementMergers and Acquisitions Professional

• Worked as Vice President Business Unit Chassis Systems and followed by various leadership roles in the automotive industry in Germany and Asia

• Vast experience in Key Account Management, Sales Strategy and Business Development

• Joined LPKF AG in October 2019

MANAGING DIRECTOR WELDING

B U S I N E S S U N I T W E L D I N G

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T E C H N O L O G Y

• Laser plastic welding technology, firm bond (hermetic seal , no noise, no aging, no weaksports), polymeric materials (material flexibility), completely partical free (no contamination), with highest optical quality (visible seam)

E X P E R I E N C E

• +19 years experience with laser plastics welding

• 150 employees worldwide

• +1200 machines worldwide with +3000 laser processes (Applications)

C U S T O M E R F O C U S

• Standard machines

• Special customized solutions

• Measurement and Process control equipment

• Contract manufacturing services provided by LaserMicronics (>5 mio pcs per year)

W O R L D W I D E N E T W O R K

• Global service organization

• 3 Application center

INTRODUCTION

THE CLIENT IN FOCUS

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H O L I S T I C I N D U S T R I A L PA R T N E R A N D S O L U T I O N - F I N D E R

INTEGRATION SYSTEMS

STANDALONESYSTEMS

PROCESS CONTROL& MEASUREMENT

EQUIPMENT

SOFTWARE TOOLSAPPLICATION

CENTER

SERVICE & SPARE PARTS

CONTRACTMANUFACTURING

DEVELOPMENT PARTNER AND INNOVATOR

GLOBAL SERVICE CULTURECOMPREHENSIVE PRODUCT RANGE

V01 V02

S I G N I F I C A N T T O TA L C O S T O F O W N E R S H I P A D V A N TA G E

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EFFECTIVE COST REDUCTION• No design limitations compared to

glass

• No lifetime limitation

• Significant total cost of ownership reduction in high volume applications

• Patented tooling technology

• Comparable welding result to glass

DUAL CLAMPING DEVICE – COST COMPARISON

0 €

50.000 €

100.000 €

150.000 €

200.000 €

250.000 €

Too

ling

cost

ove

r lif

etim

e

Volume over lifetime

LPKF DCD Tooling vs. Glass Tools

Glass Tool LPKF DCD Tool

FACTOR 2 LOWER-COST

FACTOR 5 LOWER-COST

FACTOR 9 LOWER-COST

NEW PROCESS CONTROL MECHANISMS

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W E C R E AT E Q U A L I T Y

P Y R O M E T R YT H E R M O G R A P H Y

SIGNIFICANT SCRAP RATE REDUCTION POTENTIAL BY LPKF CONTROL TECHNOLOGY

• USE OF TEMPERATURE SIGNAL FOR ADVANCED PROCESS EVALUATION

• EXTENSIVE KNOW-HOW REGARDING SIGNAL GENERATION AND PROCESSCONTROL

• IN-HOUSE DATA ANALYSIS VIA SOPHISTICATED AI CONTROL ALGORITHM

FUTURE

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M E G AT R E N D S & S O L U T I O N S

MEGATRENDS IN ALL INDUSTRIES LEAD TO FUTURE GROWTH POTENTIAL FOR LPKF

OT H E R S

• Solar

• Safety switch

• Furniture industry

• Toy industry

• Packaging

• Fashion /textile

C O N S U M E R

• 2 μ Bottle / Container(Recycling: Same material &Clear materials)

• Consumer & Micro Electronics- In-ear headphones- electric shaver

• E-Cigarettes / disposable products

A U T O M OT I V E

• Interior / Exterior- Dashboards- Interior Light (Smart bar)- Display - Radoms (Logo)

• E-Mobility / Auto- Vehicle Batterie pack- Thermomanagement- Sensors- Electronics/Actuators

E-Mobility and Autonomous Driving

M E D I C A L

• 2 μ (Clear joining)- Microfluidics / lab. Chips- Transparent applications

• Micro Electronics (internal):- Hearing devices- Pacemaker

• Electronics (external):- Blood Glucose Monitoring- Emergency care buttons

• Ventilator systems

DemographicDevelopment

Electrification (IOT), Miniaturization,Recycling

Electrification (IOT), Miniaturization,Recycling

A D D I T I O N A L B U S I N E S S G R O W T H P O T E N T I A LElectronics Welding

COOPERATION WITH OTHER BUSINESS UNITS

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T O G E T H E R W E C H A N G E T H E W O R L D

L E V E R I N G L P K F K N O W - H O W A N D PAT E N T E D T E C H N O L O G Y T H R O U G H A L L B U S I N E S S U N I T S A N D E S TA B L I S H E D C U S T O M E R S B A S E

• Development of first laser-weldable LDS grade for mass production

• Significant synergy effects for consumer electronics market

L D S & W E L DI NG L I D E & W E L DI NG

• R&D: Joining a LIDE-prepared glass to a polymer part by mechanical interlocking

• Significant synergy effects for medical, Automotive and Consumer market

Glass

Polymer

Melt Pool

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A D D I T I O N A L B U S I N E S S G R O W T H P O T E N T I A LElectronics Welding

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Europe Americas China Asia(Korea, Japan,

ASEAN)

Automotive

Medical

Consumer

Others

TARGET MARKETS AND INDUSTRIES4 + 4 P I L L A R G R O W T H S T R AT E G Y

GLOBAL SALES INITIATIVES WITH OVER >15 FOCUS AREAS STARTED ➔ POSITIVE CUSTOMER FEEDBACK

T H A N K Y O U !

LEGAL NOTICE | DISCLAIMER

D I S C L A I M E R R E G A R D I N G F O R W A R D - L O O K I N G S T A T E M E N T S

• This document contains forward-looking statements and statements on future expectations which reflect the current opinions and expectations of the management with respect to future events. These statements are subject to known and unknown risks and uncertainties which can neither be controlled nor precisely estimated by LPKF Laser & Electronics AG, and which could cause actual results, performances and events to differ materially from those forecast or indicated here.

• Actual results, performances and events may deviate to an unlimited extent as a consequence of: (i) general economic conditions, (ii) future changes in the performance of the financial markets, (iii) interest rates, (iv) currency exchange rates, (v) the behavior of other market participants, (vi) general competitive factors, (vii) changes in laws and regulations, (viii) changes in the policies of central banks, government authorities and/or (foreign) governments, (ix) regional and/or global conditions.

• LPKF assumes no liability and does not intend to update any forward-looking statements to reflect any events or conditions the take place after the publication of this material.

N O U P D A T I N G

• LPKF AG assumes no liability for the (correctness and completeness of the) information contained herein, and does not intend to update this material.

N O O F F E R

• This presentation is merely intended to provide information and is not an investment recommendation. It is not an offer and is merely intended for general information purposes. All the descriptions, examples and calculations contained in this presentation are only provided for the purpose of illustration.

R E G I S T E R E D T R A D E M A R K S A N D P H O T O S

• All the names and trademarks referred to in this document are covered by unlimited copyright laws, and may not be used without the express permission of the relevant registered owners. The fact that they are mentioned in this document does not imply that they are not protected by the rights of third parties or companies.

• The photos used are from LPKF. The presentation may also contain royalty-free photos from Unsplash.com.

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