Download - Lumileds vandeursen presentation-14854
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Philips to acquire Lumileds
Theo van DeursenCEO Philips Lighting 15 August 2005
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Lighting 2
Philips’ acquisition of Agilent’s shares inLumileds
• Philips acquires all shares of Agilent (47%)• Philips stake increases to 96.5%• Transaction approximately US$ 950 (Euro 765)
• An important step to expand the PD Lighting business and ensures a leading position in the emerging, high growth LED market
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Lighting 3
Lumileds’ leadership in high power LEDs
• Industry leader in high power LED’s(LUXEON platform)
• JV established in 1999• Approx 1760 employees
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Lighting 4
Lumileds facilities
Penang, Malaysia
Headquarters, San Jose, California
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Lighting 5
Lumileds performance
August 04 / July 05
Sales: US$ 324 million
EBIT: US$ 83 million
Annual Growth: 28%
Operating margin: 25.6%
Employees: 1760
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Lighting 6
Systems /Luminaires
Source, optics,driver and
controls
Single Packageor
Chip-on-submount
DieEnd-userEnd-user
Lumileds Philips
The Solid State Lighting value chain
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The strategic relevance
Philips ensures its leading position in the emerging, high growth LED market
• Building on Lumileds proven expertise and leadership• Involvement in all stages of the LED business value chain• Leveraging Philips technology, manufacturing and
commercial capabilities• Reaping cost synergies and additional revenues
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Lighting 8
LED product features
• small size• long life & robust• low voltage• efficient (rapid improvements) • colors: saturation + dynamics • easily dimmable• quick response / instant start• environmental friendly: no mercury
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6,000
5,000
4,000
3,000
2,000
1,000
02003 ‘04 ‘05 ‘06 ‘07 2008
Other
Source: Strategies Unlimited; PennWell
High brightness packaged LEDsRevenues in $ million, ww CAGR 25%
Illumination Signals Automotive Signs/displays Mobile Appliances
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Lighting 10
LumiLeds is well positioned to continue it’s past (above market average) growth
“Focus on / active in the high growth market segments”
Illumination + automotive front lighting
LCD Backlighting
Mobile Flash
Automotive exterior
Automotive interior
Mobile displays
Signs
= LumiLeds key player
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Lighting 11
Philips Lighting2004 - 2005 LED Product range
Equinox Ledline2
OrigamiLEDFlood
Minicolour
LEDAmazon
iParm
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…….resulting in“increased number of light points and new applications”
Exploiting Solid State features and benefits…..
Light experiences & effects• Dynamic colors
Embedded • Robust & long life
Total Cost of Ownership reduction• Low energy & maintenance
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Lighting 13
Target applications in the professional market are decorative outdoor and shop lighting…
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Lighting 14
..creating new lighting possibilities …..
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Lighting 15
…bringing dynamic colour …..
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Lighting 16
…..creating atmosphere in shops….
Winter Spring
User interface
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Lighting 17
…..and ambient experiences in hospitals
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Lighting 18
Linköping Universtity HospitalMedical Systems and Lighting
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Leading to profitable growth
• Today’s installed luminaire base will continue to drive conventional lamp replacement
• Luminaire sales will convert gradually to Solid State
• Solid State creates new lighting possibilities with more initial light points per application
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Lighting 20
We shape the future in Solid State Lighting
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