PHILIPS- BRAND KNOWLADGE

7/29/2019 PHILIPS- BRAND KNOWLADGE

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Philips to acquire Lumileds

Theo van Deursen

CEO Philips Lighting15 August 2005


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Philips acquisition of Agilents shares in

Lumileds

Philips acquires all shares of Agilent (47%) Philips stake increases to 96.5%

Transaction approximately US$ 950 (Euro 765)

An important step to expand the PD Lighting business

and ensures a leading position in the emerging, highgrowth LED market


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Lumileds leadership in high power LEDs

Industry leader inhigh power LEDs

(LUXEON platform)

JV established in 1999 Approx 1760 employees


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Lumileds facilities

Penang, Malaysia

Headquarters, San Jose, California


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Lumileds performance

August 04 / July 05

Sales: US$ 324 million

EBIT: US$ 83 million

Annual Growth: 28%

Operating margin: 25.6%

Employees: 1760


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Systems /Luminaires

Source, optics,driver andcontrols

Single Packageor

Chip-on-submount

DieEnd-

user

Lumileds Philips

The Solid State Lighting value chain


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The strategic relevance

Philips ensures its leading position in the emerging,high growth LED market

Building on Lumileds proven expertise and leadership Involvement in all stages of the LED business value chain Leveraging Philips technology, manufacturing and

commercial capabilities

Reaping cost synergies and additional revenues


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LED product features

small size long life & robust

low voltage efficient (rapid improvements) colors: saturation + dynamics easily dimmable quick response / instant start environmental friendly: no mercury


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6,000

5,000

4,000

3,000

2,000

1,000

02003 04 05 06 07 2008

Other

Source: Strategies Unlimited; PennWell

High brightness packaged LEDsRevenues in $ million, ww CAGR 25%

Illumination Signals Automotive Signs/displays Mobile Appliances


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LumiLeds is well positioned to continue its past

(above market average) growth

Focus on / active in the high growth market segments

Illumination + automotive front lighting

LCD Backlighting

Mobile Flash

Automotive exterior

Automotive interior

Mobile displays

Signs

= LumiLeds key player


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Philips Lighting

2004 - 2005 LED Product rangeEquinox Ledline2

OrigamiLEDFlood

Minicolour

LEDAmazon

iParm


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.resulting in

increased number of light points and new applications

Exploiting Solid State features and benefits..

Light experiences & effects Dynamic colors

Embedded Robust & long life

Total Cost of Ownership

reduction Low energy & maintenance


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Target applications in the professional market are

decorative outdoor and shop lighting


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..creating new lighting possibilities ..


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bringing dynamic colour ..


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..creating atmosphere in shops.

Winter Spring

User interface


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..and ambient experiences in hospitals


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Linkping Universtity HospitalMedical Systems and Lighting


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Leading to profitable growth

Todays installed luminaire base will continue to drive

conventional lamp replacement

Luminaire sales will convert gradually to Solid State

Solid State creates new lighting possibilities with moreinitial light points per application


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We shape the future in Solid State Lighting


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PHILIPS- BRAND KNOWLADGE

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