Advance. Achieve.Adapt.
Complete, Flexible and Integrated Solutions
Manufacturing Needs of Tomorrow
for Future-ready Companies Today
Advance. Achieve.Adapt.2
Universal Instruments
• Universal Instruments Today
– Our business model and market momentum
– Worldwide presence with industry-leading solutions and innovation
• Emerging Markets Opportunities
– CPV, SSL, eCar
• Advance. Adapt. Achieve.– Advance with new products built on a heritage of technical excellence
– Adapt to emerging market needs with uniquely flexible solutions
– Achieve sustainable competitive advantage with a complete range of solutions and expertise
• New Products
– Genesis GX-37D
– Advantis AC-90T
The Sustainable Competitive Advantage
Advance. Achieve.Adapt.3
Universal InstrumentsOur Business Model
• Complete market-focused solutions – Provide leading-edge products, industry-leading technical expertise and comprehensive global services
• Relentless focus on customer satisfaction – Deliver quality, customer experience, overall cost of ownership
• Sustained R & D spending – Maintain market leadership COE
Markets AutomotivePower
ConversionMedical
Solid-State Lighting
Solar
Materials Selection
Process Support Failure AnalysisConsortium
ResearchCOEExpertise
AdvantisGeneration
88Genesis Polaris
Material Handling
GenesisSCFeeding
SolutionsBuilding
Blocks
Complete Solutions Provider
Delighted Customers
R&D Investment
APL
Advance. Achieve.Adapt.4
Universal Instruments
• Insertion Mount - Continued leadership with 50% market share and targeted configurations for booming LED market
• Surface Mount - New solutions to meet market needs
– Advantis 3 Platform supports growth in midrange markets
– Genesis GX-37D represents the best in speed, flexibility and capability
• Solutions for Emerging Markets - Focus on emerging “green” markets is fueling growth – SSL, CPV, Power
Growing Share in All Our Markets
Comprehensive Product Portfolio with Advanced Process Lab and Global Infrastructure
Advance. Achieve.Adapt.5
Universal InstrumentsGlobal Presence with Industry Leaders
Advance. Achieve.Adapt.6
Universal InstrumentsA Heritage of Solutions and Innovation
2011
Innova
Direct Die
handler
2010
GenesisSC
Semi platform
1910 1960 1970 1980 1990 2000
1919
UIC founded
in USA
1961
UIC produces
Semi-automatic
insertion machine
for IBM
1965
First Component
Sequencer
1966
First DIP
insertion machine
1970
VCD Insertion
Machine
introduced
1978
First SM
machine for
hybrid production
1979
Merger with
Dover Corp
1980
First Radial Lead
insertion machine1987
SMT Lab
inaugurated
Omniplace
and Ultraplace
introduced
1989
Partnership
with Sanyo/
Hitachi
1992
GSM1
1993
ISO 9001
1996
GSM2
1998
First VRM
GSMx
1999
VRM
GSMxs
2000
Polaris
Assembly Cell
2002
First GSM
produced
Shekou
2003
First
Genesis
2004
First
AdVantis
First
Lightning
machine
2006
Francisco
Partners
Creates
CBA
Group
2007
First quad-
beam Genesis
1983
Introduced
first parallel
SM placement
system to Ford
2011
2010
Genesis
Series 2
2011
Advantis 3
2010
Gen 88
IM
2010
Advance. Achieve.Adapt.7
Universal InstrumentsContinued Success
2011
Innova
Direct Die
handler
2011
Advantis
AC-90T
2011
2010
Genesis
Series 2
2011
Advantis 3
2011
Genesis
GX-37D
Advantis AC-90T
Genesis GX-37D
• Genesis Series 2 – 10 new Genesis customers; 8 new GC-120Q customers
• Advantis 3 – 25 new customers
• Advantis AC-90T – highest-performance platform for cost-sensitive markets
• Genesis GX-37D – represents the best in speed, flexibility and capability
Advance. Achieve.Adapt.8
Solar (CPV) Solutions
• By 2050, solar energy is expected to provide 11% of global electricity
• Far more efficient than traditional Crystalline Silicon: 40% versus 17%
• Installed Capacity will rise at ~145% CAGR over the next 5 years
Market Overview
Concentrated photovoltaic (CPV) uses an optical lens which focuses solar radiation to generate electricity
2 10 2 20150
515
850
1250
1800
0
200
400
600
800
1000
1200
1400
1600
1800
2000
2007 2008 2009 2010 2011 2012 2013 2014 2015
MW
CP
V C
apac
ity
Inst
alle
d
Universal Advantage
– Leveraging automotive experience
– Attachment techniques to maximize thermal efficiency
– High-speed passive, high-accuracy (10µ) die placement
– Ability to image and align optics
– Cycles of learning, know-how and process intelligence
Advance. Achieve.Adapt.9
Solid-State Lighting (LED) Solutions
• LED production for lighting is strongest segment among chip manufacturers
• Demand for LED lighting forecast to grow to $3B in 2012, up from ~$2B in 2011, ~$8B by 2015
Market Overview
Solid-state lighting (SSL) utilizes electroluminescence, rather than electrical filaments/thermal radiation, plasma or gas
LED Market Revenue 2011-2015
0
2000
4000
6000
8000
10000
12000
14000
16000
18000
2009 2010 2011 2012 2013 2014 2015
Mil
lio
ns
of
US
D
Mobile appliance Large display Lighting
Automotive Signs & Signal Other
Source: LEDinside, August 2011
Universal Advantage
– High-speed SM, IM and odd-form assembly
– Dedicated IM configurations for LED
– Attachment capabilities to maximize thermal efficiency
– Custom nozzles for silicon/glass lens
– Large PCB (1.2+ meter) and florescent tube handling
– Cycles of learning, know-how and process intelligence
Advance. Achieve.Adapt.10
Power Conversion (eCar) Solutions
• TCOO becomes more favorable as fuel prices rise
• Electric vehicles are currently available in light truck, sedan, SUV, compact, and sport/luxury segments
• For every EV sold, there will be demand for ~1.4 charging stations, with 70% being residential
• By 2020, ~25% of all new vehicles will be electric, rising to 90% by 2030
Market Overview
Source: Department of Energy Report (Feb 2011)
Electric vehicles create energy independence, reduce pollution and mitigate climate change
Chargers
Electric
Vehicles
0
100000
200000
300000
400000
500000
600000
700000
800000
2011 2012 2013 2014 2015
Universal Advantage– SM, IM and odd-form assembly
– Established IM market leader
– Multiple IM lead-spans
– Wide range of odd-form feeding options
– Cycles of learning, know-how and process intelligence
Advance. Achieve.Adapt.11
Universal InstrumentsComplete Solutions Integrator
• Fully Integrated Solutions based on industry-leading technology and world-class process/engineering know-how
– Advanced Process Lab – Design and failure analysis
– Center of Expertise – Leading-edge applications validation
– Best-in-class Automation Solutions
– Global Service and Support Organization –Comprehensive support services
– Quality Organization – Customer and solutions focused
• Experience to contribute to your bottom line!
AutomationSolutions
Advanced Process
Lab
Center of Expertise
Global Service and
Support
QualityOrganization
Universal is the only company with products and expertisefor every phase of your product life
Advance. Achieve.Adapt.12
Advance. Adapt. Achieve. For Sustainable Competitive Advantage.
with Future-ready Solutions Built on Proven Capabilities
To Address Emerging Manufacturing Challenges
For Your Sustainable Competitive Advantage
Advance. Achieve.Adapt.
Advance. Achieve.Adapt.13
Genesis GX-37D Platform
• Maximize floor space utilization
– Replace two or more platforms with a single GX-37D
• Optimize productivity for any job
– Broadest range of components, package types and board sizes
– Prototyping on a single platform
• Enhance performance/extend the life of existing production lines
– Maximum performance and flexibility in a compact footprint
– The perfect line balancer to maximize utilization
– Eliminate manual insertion
• Minimize cost of ownership
– Reduce machines and operators, CapEx, maintenance, power/air consumption, programming and labor/repair costs
• Achieve continuous efficient production
– Reduce machine stoppages, waste and defects
– NPI tools accelerate ramp to volume and optimize quality
Lowest total cost of ownership for CEMs and OEMs
Advance. Achieve.Adapt.14
Genesis GX-37D Platform
• All-in-one Prototype/Lab solution– Memory (flash/thumb drive), up to 4:1 passive-to-active ratio
• Dedicated chipshooter replacement– A more compact and flexible solution
• The perfect line balancer– Maximize utilization by absorbing placements from up-line chip placers and down-line FFP placers
• Powerful, compact, and flexible multifunction solution– Replace two multifunction platforms with a single GX-37D
Solution for Any Application
Advance. Achieve.Adapt.15
Genesis GX-37D Platform
• The best in speed, flexibility and capability, placing chips at high-speed through extreme odd-form
– Widest component range with high-speed Lightning® and flexible Inline7 head
– Array of camera technologies/magnifications
• Superior outgoing board quality
– Vertical Part Sensor (VPS) verifies part prior to placement
• Reduced manual labor costs
– Gripper nozzles, 48-hole nozzle changer (8 odd-form nozzles)
• Large boards up to 1016mm
• High input capacity
– Dual Platform Tray Feeder (PTF) support enables up to 240 unique part numbers to reduce changeover time
Advantages
Advance. Achieve.Adapt.16
Advantis AC-90T Platform
• Increase profitability
– Low investment cost and high throughput offers extraordinary cost-per-placement value
– VRM linear motor delivers superior repeatability/product quality as compared to leadscrew
– NPI software enables 100% first-pass yields
• Maximize floor space utilization
– Replace turret-style machines with half the floor space and 3X the throughput
• Seamlessly transition to new products
– NPI software tools to import and verify design data, balance lines, generate optimized programs and create grouped feeder setups
• Maximize uptime
– Transition from chip to IC without exchanging placement heads
– Replenish tray-fed components, auto-exchange nozzles or bypass spindles without interruption to production
Lower costs and improve output for cost-sensitive production
Advance. Achieve.Adapt.17
Advantis AC-90T Platform
• Versatile single-platform solution– High productivity across a range of applications
• Economical replacement for dedicated chipshooters– Adaptable, high-performance foundation for high-mix production
• Powerful high-volume building block– High-performance for Tier 2/3 OEMs and EMSs, medium/high-volume consumer production
Cost-sensitive Performance
Advance. Achieve.Adapt.18
Advantis AC-90T Platform
• The highest-performance platform for cost-sensitive markets
– The industry’s fastest placement head for best-in-class throughput
– Throughput for high-volume OEM production, with the adaptability for higher-changeover CEM environments
• Superior positioning system vs leadscrew
– VRM linear motor delivers superior acceleration, accuracy and repeatability
• Reduced maintenance requirements
– Linear motor requires less than 3 hours of maintenance per year
– Placement heads never require removal from platform for maintenance
• Production assistance software
– Monitor, diagnose and auto-recover
– Online programming/editing tools
– Fast ramp to volume and 100% first-pass yield
Advantages
Advance. Achieve.Adapt.19
Thank You!
Complete, Flexible and Integrated Solutions