Lumileds vandeursen presentation-14854


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  • For example: 2 in 1 night light developed for families with childeren, 1 click night sight, 2 click normal light. Unique combination of energy saving CFLi and LED.
  • For example: 2 in 1 night light developed for families with childeren, 1 click night sight, 2 click normal light. Unique combination of energy saving CFLi and LED.
  • Lumileds vandeursen presentation-14854

    1. 1. Philips to acquire Lumileds Theo van Deursen CEO Philips Lighting 15 August 2005
    2. 2. Philips’ acquisition of Agilent’s shares in Lumileds <ul><li>Philips acquires all shares of Agilent (47%) </li></ul><ul><li>Philips stake increases to 96.5% </li></ul><ul><li>Transaction approximately US$ 950 (Euro 765) </li></ul><ul><li>An important step to expand the PD Lighting business </li></ul><ul><li>and ensures a leading position in the emerging, high growth LED market </li></ul>
    3. 3. Lumileds’ leadership in high power LEDs <ul><li>Industry leader in </li></ul><ul><li>high power LED’s </li></ul><ul><li>(LUXEON platform) </li></ul><ul><li>JV established in 1999 </li></ul><ul><li>Approx 1760 employees </li></ul>
    4. 4. Lumileds facilities Penang, Malaysia Headquarters, San Jose, California
    5. 5. Lumileds performance August 04 / July 05 Sales: US$ 324 million EBIT: US$ 83 million Annual Growth: 28% Operating margin: 25.6% Employees: 1760
    6. 6. The Solid State Lighting value chain Systems / Luminaires Source, optics, driver and controls Single Package or Chip-on-submount Die End- user Lumileds Philips
    7. 7. The strategic relevance <ul><li>Philips ensures its leading position in the emerging, </li></ul><ul><li>high growth LED market </li></ul><ul><li>Building on Lumileds proven expertise and leadership </li></ul><ul><li>Involvement in all stages of the LED business value chain </li></ul><ul><li>Leveraging Philips technology, manufacturing and commercial capabilities </li></ul><ul><li>Reaping cost synergies and additional revenues </li></ul>
    8. 8. LED product features <ul><li>small size </li></ul><ul><li>long life & robust </li></ul><ul><li>low voltage </li></ul><ul><li>efficient (rapid improvements) </li></ul><ul><li>colors: saturation + dynamics </li></ul><ul><li>easily dimmable </li></ul><ul><li>quick response / instant start </li></ul><ul><li>environmental friendly: no mercury </li></ul>
    9. 9. High brightness packaged LEDs Revenues in $ million, ww CAGR 25% 6,000 5,000 4,000 3,000 2,000 1,000 0 2003 ‘ 04 ‘ 05 ‘ 06 ‘ 07 2008 Other Source: Strategies Unlimited; PennWell Illumination Signals Automotive Signs/displays Mobile Appliances
    10. 10. LumiLeds is well positioned to continue it’s past (above market average) growth <ul><li>“ Focus on / active in the high growth market segments ” </li></ul>= LumiLeds key player Illumination + automotive front lighting LCD Backlighting Mobile Flash Automotive exterior Automotive interior Mobile displays Signs
    11. 11. Philips Lighting 2004 - 2005 LED Product range Equinox Ledline 2 Origami LEDFlood Minicolour LEDAmazon iParm
    12. 12. Exploiting Solid State features and benefits….. <ul><li>Light experiences & effects </li></ul><ul><li>Dynamic colors </li></ul><ul><li>Embedded </li></ul><ul><li>Robust & long life </li></ul><ul><li>Total Cost of Ownership </li></ul><ul><li>reduction </li></ul><ul><li>Low energy & maintenance </li></ul>…… .resulting in “ increased number of light points and new applications”
    13. 13. Target applications in the professional market are decorative outdoor and shop lighting…
    14. 14. ..creating new lighting possibilities …..
    15. 15. … bringing dynamic colour …..
    16. 16. … ..creating atmosphere in shops…. Winter Spring User interface
    17. 17. … ..and ambient experiences in hospitals
    18. 18. Link ö ping Universtity Hospital Medical Systems and Lighting
    19. 19. Leading to profitable growth <ul><li>Today’s installed luminaire base will continue to drive conventional lamp replacement </li></ul><ul><li>Luminaire sales will convert gradually to Solid State </li></ul><ul><li>Solid State creates new lighting possibilities with more initial light points per application </li></ul>
    20. 20. We shape the future in Solid State Lighting
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