Laird TechnologiesLaird TechnologiesTom Cochran, PresidentLondon, 2011

Laird Technologies Today

Wireless Systems Divisiony

Telematics & Wireless M2M

Infrastructure Antenna SystemsInfrastructure Antenna Systems

Industrial Remote Control (Cattron)

Performance Materials Division

Signal Integrity ProductsSignal Integrity Products

EMI Solutions

Thermal SolutionsThermal Solutions

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Diverse Markets and ApplicationsR b

1%

Revenue to Invoiced Customer*

14%10%

7%

Revenue by End-market*

Revenue by Product line*

7%5%

33%

18%10%

10% 40%9%

16%

50%

23%

18%

23%

16%

6%

North America

Europe

APAC

ITTelecomTransportationIndustrial/Medical/Military

23%

EMI ShieldingTelematics / Wireless ModulesThermal

APAC

ROW

B l d t b

yOtherHandsetsConsumer

Industrial Controls (Cattron)Infrastructure AntennaeSignal Integrity

• Balanced customer base• Leading business portfolio of legacy businesses and recent acquisitions• Global production predominantly in low cost areas* Excluding Handset antennae and Mechanisms

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Multi-capability Business Model

• 40 sites globally• Ability to continuously develop new technology• Local support• In-house tooling and

automation capabilities

develop new technology and products

• Large range of products• Bespoke solutions

Leading Technologies

Global capabilities

Bl ChiW ld Cl

• Opportunities to cross-sell• Long-term Customer

Blue Chip Customers

World Class Service

Opportunities to cross sell across product families

• Diversified base• Recognized as a Leader,

by Leaders

relationships• Rapid prototyping• World class supply

chain and logistics y

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Leading Edge Technologies

One of our core capabilities is our state-of-the-art Research and Development• Corporate Research Lab in Bangalore, India

• Advanced material and product development

• Rapid prototyping and product realization

• Over 600 Engineers and Technologists

• Over 700 patents issued over 700 pending

Pb• Over 700 patents issued, over 700 pending

World class testing facilities• Advanced product life cycling

• In depth material analysis

• Full suite of RF and electrical testing

• RoHs certified – ISO/IEC 17025-2005

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Sales Channel / Customer relationships

Tier 1 & 2 OEM’s - ODM’ d EMS’ Tier 3 & 4 Customers &Tier 1 & 2 OEM s Blue-chip

Regional and global

ODM’s and EMS’s

Understanding relationships is critical

Tier 3 & 4 Customers & Distribution

Geographical basedg g

Mixed models - own manufacturing and partners

critical

They are a tier 1 customer

g p

Most standard – medium level of customization

• Complexity is increasing• Global scale and capabilities are critical• Responsiveness is critical to success

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Serving Industry Leaders

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Laird Technologies Solutions• Development from existing legacy businesses and acquisitions• Customization is the norm, with shorter design cycles• Integrated solutions: specialty components to complete systems • Advanced materials science is fundamental in driving solutions• Supplying solutions that are critical to device/system performanceSupplying solutions that are critical to device/system performance• High level of Engineering required - material based and RF/software• More “value-add” in devices• Recurring revenue stream from complete systems

Component/ Material

LevelSub System

LevelSystem

SolutionsSystem and

Service

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Market Trends – Drivers for Growth

• Increased electronic content in devices – more EMI

• More bandwidth and heat management requirements

• Inexorable trend to wireless connectivity

• Increased proliferation of electronic devices and applications

• “Green” initiatives

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Laird Technologies in 2011• A good performance in H1• Complementary set of

businessesbusinesses

• Customers have tighter

• Revenue CAGR 10%• Increasing return on sales (15%)

Goals

control of inventories since 2008-9- Short visibility of orders

• Building strong businesses in growing marketsStrategyShort visibility of orders

• Headwinds to be mitigated– Macro-economic environment

C

growing markets • Focus on R & D• Utilize global footprint

Strategy

– Commodities– Wage inflation • Product & solution roadmaps• Lean Enterprise

• Focused on serviceExecute

• Positioned well– Focused on execution– Solid new business pipelineSolid new business pipeline

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