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1 Kodak – Technology Innovator Dr. Terry R. Taber Chief Technology Officer & Senior Vice-President

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Page 1: Kodak – Technology Innovator€¦ · Coatings Conductive inks Substrates Materials & Substrates Solar harvesting Fuel cell Printed batteries Energy Disposable sensor Anti-microbial

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Kodak – Technology Innovator Dr. Terry R. Taber

Chief Technology Officer & Senior Vice-President

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Corporate headquarters: Rochester, N.Y.

Main manufacturing and technology centers: Brazil, Canada, China, England, Germany, India, Israel, Japan, Singapore, U.S.

Customers: more than 25,000

Worldwide employment: 8,500 as of September 2013 (With DI/PI 12,500 employees)

Four operating regions: Products available in more than 150 countries worldwide. Extensive partner network (distribution, supply and OEM).

2012 Revenue: $2.7 billion (with DI/PI: $4.1Billion)

Capital Structure: Approximately $500 million in equity Debt of $695 million and Cash of more than $800 million at emergence

Fast Facts

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Expansive Portfolio of Kodak Solutions & Services

Winning solutions in the conversion to multi-channel communications

Digital Printing Solutions § Cut-sheet Production Presses § Roll-fed Production Presses § Consumables § OEM § PROSPER Imprinting Systems § Digital front-end controllers § Consumer Inkjet

Functional Printing § Flexo solutions (displays, smart

packaging) § Thin film solutions (specialized substrates, energy)

Packaging § Flexcel NX System § Consumables

Entertainment Imaging & Commercial Films

Graphics § Digital Plates § Output Devices § Print Software § Services

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Packaging - Serving Brands From Concept to Consumer

Differentiated technology and solutions

FLEXCEL Direct System

FLEXCEL NX System

Media APPROVAL System

Offset Solutions

Packaging Printing - Corrugated, Folding carton, Flexible, Labels

JIT Production, Marking, Security, Versioning, Dimensional, Shelf appealing decoration, Digital integration

PROSPER Components

… Plus a range of WORKFLOW SOFTWARE. SECURITY & INTEGRATION SERVICES Backed by World Class Service and Support

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SQUARESPOT -Kodak’s Technology Differentiation Core Competence in High Resolution Imaging and Printing with Kodak’s Laser Spot Head Technology

§  Highest resolution laser thermal imaging device – Up to 25,600 DPI – 450 lines per inch versus industry at ~ 200 lines per inch

§  Highest resolution flexographic “printing plate” making process §  Specialized coating capability

Printing of Fine Line and Patterns by the Use of Kodak Imaging Device, Media and System

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Functional Printing - Today and in the Future

Display

Emi

Transistors

Printed Electronics

Coatings

Conductive inks

Substrates

Materials & Substrates

Solar harvesting

Fuel cell

Printed batteries

Energy

Disposable sensor

Anti-microbial

Tissue regen film

Bio - Tech

Smart Packaging

Folding carton

Corrugated

Packaging

TODAY FUTURE

Printing to deliver functionality beyond visual communication

Displays Addressable Market 2012: $2 Billion

Displays Addressable Market 2016: $3 Billion

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Kodak’s Competitive Advantage

•  Multiple deposition methodologies address fluid latitude & materials delivery

•  Able to optimize manufacturing approach to each application

•  Continuous roll-to-roll conveyance

•  Image quality •  Embedded information •  Functional image science

•  Broad materials design

•  Synthesis expertise

•  Materials formulation

•  Engineered nano particles

•  Flexible substrates

Created at the interaction control points for a range of applications

Digital Imaging Science

Materials Science

Deposition Processes

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§ Kodak inventions advance technologies: •  To enable fully digital print solutions across all markets •  Strong technical focus on additive print solutions •  Sustainable applications.

§ Fundamental scientific disciplines behind Kodak innovation are: – Materials Science - electronic materials, inks and dispersions, polymer science

•  Interfacial Science - formulation stability, surface control and patterning, the integrity of materials through printing

– Deposition Science - digitally addressable, non-contact and contact deposition device design, MEMS, laser writing, micro-fluidics

–  Image Science - image quality, secure data embedding, functional image science

Kodak – Building on Innovation

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2012 Market Total $445B

Publishing $155B

Commercial $290B

Transforming the Business of Printing

$0

$30

$60

$90

$120

$150

$180

2005 2010 2015P

USD

(Billi

ons)

Worldwide Digital Print Revenue

Communications Industry Trends §  Multi-channel communications:

- Personalization

§  Digital printing investments drive double digit page and revenue growth

§  Emerging markets experiencing rapid growth and expansion

§  Developed markets experiencing industry consolidation driving production efficiencies-while high impact applications drive ROMI

§  Kodak uniquely positioned to profit from the digitalization of print while serving traditional printing markets with efficient, sustainable offset solutions

Print Market Growth

Source: Poyry Source: Pira Worldwide Market for Print

-

10

20

30

40

50

60

2011 2013P 2015P

A4

Pag

es (T

rillio

ns)

Worldwide Printing Pages

Developed Emerging

CAGR 15.6%

CAGR 11.5%

56% 53% 50%

44% 47% 50%

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Commercial Print & Publishing Unleashing the Power of Print from 1 to 1 Million Pages

… Plus a range of WORKFLOW SOFTWARE. SECURITY & INTEGRATION SERVICES Backed by World Class Service and Support

Differentiated technology and solutions

Commercial Printing, Publishing Books, Newspapers, Magazines

Personalization, Versioning, Tactile

Media Consumables

Offset Solutions

Prosper Components

Prosper Presses B&W and Color

NexPress Presses

Digimaster Platform

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STREAM – More Productive, Higher Quality

Reliability Most Robust § Heavy duty for 24/7 production operation § Head life independent of coverage

Quality Delivers Offset Quality § Most uniform drop formation § Highest drop momentum for placement

accuracy § Ink chemistry for glossy paper

Cost Right Cost • Long head life yields more images per dollar • Head redundancy not required • Enables replacement of incumbent

technologies

Stream Others

Kodak delivers the complete package of technology, hardware, software and services

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Explosive Growth in Packaging

The Packaging Industry

§  Fastest growing and sustainable print market

§  Highly fragmented value chain

§  Ripe for technology substitution

§  Kodak well positioned to lead digitization and drive integration

Packaging Market Breakdown

Packaging Market Growth

0

50,000

100,000

150,000

200,000

250,000

300,000

$350,000

2005 2010 2015

Western Europe North America Latin America Asia-Pacific Other

($ in millions)

Screen2%Gravure

14%

Others19%

Digital2%

Offset24%

Flexography39%

Rigid Plastic8%

Flexible18%

Corrugated34%

Cartons18%

Metal Cans12%

Labels10%

$189B

$237B

$307B

Source: PIRA, PRIMIR, EK internal analysis

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The Touch Panel Sensor Market S

hipm

ents

m 2

Rev

enue

($K

)

3.7 – 5”

7.1 – 10.1”

> 23”