2015 INVESTOR & ANALYST DAY

Transcription

1 2015 INVESTOR & ANALYST DAY Doug Britt President Industrial and Emerging Industries, Flextronics May 6, 2015

2 IEI Broad Market Coverage Office Solutions Test and Measurement Energy Semiconductor and Capital Equipment Industrial Lighting 1

3 IEI Results in FY15 $4.46B revenue in FY15 an 18% increase over FY14 Increased from 7 to 13 accounts with >100M in revenue 23 accounts with double digit growth 12 accounts with triple digit growth >$1.6B of new manufacturing business wins 44 new accounts 185 new program ramps 17% revenue contribution to Flextronics total business On track for double digit growth in FY16 2

4 The Digitalization Era Connectivity is an enabler to win Abraham Maslow 1943 Basic Human Needs Self-actualization Creativity, Problem Solving, Authenticity, Spontaneity Esteem Self-Esteem, Confidence, Achievement Social needs Friendship, Family Safety and Security 2015 Physiological needs (survival) Air, Shelter, Water, Food, Sleep, Sex Connectivity (Wifi, bluetooth ) 3

5 The Industrial Market is Digitizing Industrial Revolution 2.0 Reduce cost Improve current business Enable new revenue 4

6 Innovation Services and Solutions Industrial Smart Home Reduce cost Connected City Improve current business Enable new revenue Security & Computing Controller with varying processing power. Key vendors (QCOM, TI, Freescale, Intel) Sensors and Actuators Different sensors (Environmental, Biometric, IMU) Human Machine Interface Wide selection of HMI solutions for displays, buttons, gesture, biometric Connectivity Becoming more integrated with MCU with focus on (WiFi, ZigBee, BLE, Sigfox, GSM) Battery & Power Low power applications with trends for battery less devices and energy harvesting Smart Software Focus on Big Data Analytics for IIoT with interest from GE, MSFT, Google, FB, Flexible Technologies & Miniaturization Miniaturized electronics and flexible circuits 5

7 SMART Technologies and Flextronics Design Supply Chain Optimization Manufacturing 6

8 SMART kapp Video 7

9 Innovation and Manufacturing in Industrial Home and Lifestyle Markets HVAC Lighting & Fan Controls Smart Irrigation Window Controls Home Appliances Door Locks Water Heater Pool Equipment 8

10 Nautilus and Flextronics Innovation and Manufacturing Technology-Driven Win Leveraged Cross Segment Learnings Developed a Targeted Solution for Nautilus 9

11 Bissell and Flextronics Supply Chain Consolidation and Sketch to Scale Solution Developed a proactive solution for Bissell Established a strategic partnership Delivered transformative value to Bissell 10

12 Bissell Video 11

13 KitchenAid, Nespresso and Flextronics Partnership Leveraging Flextronics Sketch to Scale to Support New Revenue for Two Customers Mechanical Design Human Machine Interface Design Coffee Brewer Integration Supply Chain Optimization Sketch to Scale Manufacturing 12

14 KitchenAid Video 13

15 Innovation and Manufacturing in Energy Market Energy Management Renewable Energy Energy Storage Design, Engineering and Manufacturing Partner for Leading Global Electric Meter Companies Over 25% of North American Electric Meters Produced for all Major OEM s Largest Manufacturer of Crystalline Silicon Solar Silicon Modules, Outside China, with 1.7 GW/Year Capacity Largest Manufacturer of Micro- Inverters in the World with over 10 million Shipped To-Date Full Spectrum Capabilities to Support Residential, Commercial and Utility Scale Products Design, value engineering, Manufacturing and Cost Optimization Through Alternate Materials Systems 14

16 IEI Growth Trajectory EXPAND Key growth markets and customers GROW Double digit growth in Industrial sales GENERATE 4%-6% operating profit for IEI business INCREASE % revenue contribution to Flextronics total business 15