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Doug BrittPresident, Industrial and Emerging Industries (IEI)
Digitizing Industrialand Energy
127 132158
180
FY14 FY15 FY16 FY17
3.84.5 4.7 5.0
FY14 FY15 FY16 FY17
FY17 Overview
12.3%CAGR
6.1%Growth
9.5%CAGR
3.6%OP%
$2B+record bookings
72+new logos
26%Sketch-to-ScaleTM
revenue
Revenue($B)
OP($M)
Transitioning Into The Age of Intelligence
Cloud Connectivity
IndustrialSmart Cities
Digital Energy
Connected Cars
Industrial Automation
Industry 4.0
Digital Health
Consumer
Smart Appliances
Wearables
Home Automation
Home Monitoring
Smart TVs
Smart Clothing
IEI Key Markets
LightingSolutions
EnergySolutions
Lifestyle and Appliances
Capital Equipment
$540BTAM
$55BTAM
$500BTAM
$505BTAM
Source: TAM market size for 2020 based on internal research
ControlsMechanicals AnalyticsHuman Machine Interface (HMI)
ConnectivityPower Electronics
Capital Equipment
12New Logos
~$250MBookings
85Active Accts.
Capital Equipment Industry 4.0
Past Hierarchical and Centralized
Master Control
Machine
Analytics
Controls
Evolving NowIntegrated and Decentralized
Analytics
Machine
Controls
In 2016, only 10% of machines were connected and 8% of factory tasks were automated
By 2025, most machines will be connected,25% of factory tasks will be automated and
~50% of installed base will be replaced
Capital Equipment
Source: BCG, McKinsey, Cisco Research
Industry 4.0
Food Packaging
MechanicalsThermalAnalysis
StructuralAnalysis
Connectivity Controls
Test and Measurement
TestMechanical MechanicalElectronic Cards
Integration
Capital Equipment
Lighting
20+New Logos
~$150MBookings
25+Active Accts.
Today, Lighting accounts for almost 19% of global electricity use
By 2030, LED will replace most incandescent and florescent lighting
Transitioning to smart lighting solutions will reduce lighting costs by >53%
Lighting
Source: Philips and HSBC Research
OutdoorCommercialIndustrial
Lighting
Lighting
Luminaire Smart ControlsLight SourcePower Source
Energy
30New Logos
~$750MBookings
62Active Accts.
Energy
By 2030, solar will power 13% of the world
Today, only 1.2% of worldwide electricity generation comes from Solar
Source: GreenTech Media, IRENA, IEA research
Solar Tracker
PowerElectronics ControlsMechanicals
Solar + Storage
Analytics ControlsMechanicalsPowerElectronics
Energy Storage Platform
Analytics ControlsMechanicals
Energy
Energy
Launching Yield Enhancement recurring revenue services to the market in FY18
Artificial Intelligence for Energy
Lifestyle and Appliances
21New Logos
~$1.1BBookings
46Active Accts.
Connected Appliances will help transform the way we live
Lifestyle and Appliances
Source: Gartner and Quartz Research
We are at the forefront of automated and autonomous products connected
to digital supply chain
Consumers value time and health
Large Appliances
HMIControlsConnectivity
Small Appliances
ToolingDesign
Power Electronics
HMIConnectivityControls Mechanicals
Lifestyle and Appliances
In Summary
4–6%OP Range
10%Revenue Growth
Actual
$2B+Record Bookings
» The industrial market is digitizing
» IoT disruption is reshaping business models
» Massive opportunities across key industries
» Flex is well positioned to serve these markets
Targets