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Solid partners.
Flexible solutions.
ENERGY OPPORTUNITIES IN CHANGING TIMES
AT HOME AND GLOBALLY
Dan Henes, CelesticaToronto, Canada, Nov 23, 2015
CME: Energy 2015
2
About Celestica
$5.6 billionin revenue
19 locations in 12 countries
28,000 Employees worldwide
• Focused on serving the world’s leading technology companies
• Tailoring customer-centric solutions for the markets we serve
• Operating a global network of sites with specialized Centers of Excellence
• One of the strongest balance sheets in our industry
CELESTICAA GLOBAL LEADER
IN INNOVATIVE END-TO-END SUPPLY CHAIN AND PRODUCT REALIZATION SOLUTIONS
3
What’s the buzz, what’s the opportunity?
Challenges and Opportunities
Lessons from adjacent markets
4
Source: Bloomberg, April 2014
Global Annual Investment in Clean Energy
• $6T dollars to be invested in
renewable energy over 20yrs.
• Technology innovation & cost are
driving transformation in energy
• Transformation is accelerating
WHY AM I EXCITED?
5
• Global growth
expected to be 10-15%
CAGR
• Estimate 75-100 GW
annually by 2020
GLOBAL AND REGIONAL SOLAR TRENDS
Source: Credit Suisse estimates
Exhibit 84: Global solar demand to grow at CAGR of 14.5%
CAGR
14.5%
6
• US installs expected to ~double in 2 yrs.
• Utilities continue to be largest segment
• Residential growing fastest ~ 3x
• Expect a dip in 2017 as US ITC credits expire
Source: GTM Research, SEIA 2Q14 Report
US Installs To Reach 12.5GW In 2016
2010 2011 2012 2013 2014E 2015E 2016E
2,000
4,000
6,000
8,000
10,000
12,000
Ins
tall
ed
Ca
pa
cit
y (
MW
dc
)
Residential Non Residential Utility
ALL SEGMENTS ARE NOT EQUAL
7
GRID PARITY ACCELERATES ADOPTION GLOBALLY
8
• 1/3, 1/3, 1/3
• Geography & Climate, 24/0
• Land use: density, shading
• Topology: Off grid, on grid, micro grid, no grid
Government policies and energy security
• Subsidies and tariffs - carrot and stick
• Government regulation - private/public/politics
• Rules & standards evolving,…rapidly, globally
Value Proposition – not a constant, many moving parts
NO SHORTAGE OF NEEDS AND CHALLENGES
System Design Considerations:
• System view in designing components – don’t push on balloon
• Expansion, Interoperability, Plug and play
• Distributed generation accelerate system architecture shift
Stability and management
• SMART monitor/control, shutdown, stability,
• Rule 21, VAR comp, net metering, time of use
• Safety, Reliability, O&M
• Ownership Cost: developer, operator, innovative financing
SOLUTIONS LEAD TO OPPORTUNITIES
9
ConsumerCommunications
Industrial
Aerospace Defense
Semiconductor
WHAT CAN WE LEARN FROM GROWTH IN ADJACENT MARKETS
Renewable
Energy
Enterprise
HealthTech
10
WE CAN APPLY LEARNINGS FROM MULTIPLE MARKETS
• Integration and Consolidation happens (in products & markets)
• Relationships: cost scale standardization, repeat
• Electronification and SW defined systems are disruptive
• Lateral innovation offers solutions
• Globalization accelerates
• Ecosystem relationships are critical to innovation
SUCCESS DRIVEN BY UNDERSTANDING THESE DYNAMICS
Objects in mirror are closer than they appear!
11
Product RealizationPCBA
System
Assembly
Direct Order
Fulfillment
After-Market
ServicesSupply Chain Transformation Managed Services
Design/
Product
Solutions
ManufacturingNPI/
PrototypingSystem
Assembly
Fulfillment &
Distribution
After-Market
Service &
support
Technology
Development
SUCCESS REQUIRES CONNECTING MANY ELEMENTS IN THE VALUE CHAIN
KNOW WHAT YOU ARE GOOD AT, WHAT YOU WANT TO BE KNOW FOR,
PARTNER FOR THE REST
12
SOLUTIONS TO CHALLENGES LEAD TO GREAT OPPORTUNITY
Solving common complex problems• LEADS TO EXPORTABLE PRODUCTS and EXPERTISE
• LEADS TO SCALE THRU MASS ADOPTION
• LEADS TO LOWER COST
• LEADS TO DOMESTIC BENEFITS
LEADS TO GLOBAL COMPETITIVENESS
Solid partners.
Flexible solutions.
THANK YOU
Dan Henes, CelesticaToronto, Canada, Nov 23, 2015