Vishay Israel Presentation to Mr. Jung Soon February 2009
Agenda § Vishay review § Potential suppliers § Open discussion 2
Agenda § Vishay review § Department updates § Open discussion 3
Where We Are Today… § Worldwide leader with global footprint § Broad-line solution: one-stop shop service § M&A team that identifies suitable acquisition targets § Management structure that successfully integrates acquired companies and businesses § R&D that provides current and future customer solutions 4
Where We Are Today… Revenue Year 2007 by Region by End Market Computing 19% Asia 38% Americas 24% Medical 1% Military/Aero 4% Consumer 13% Automotive 16% Telecom 8% Europe 38% Industrial 39% 5
Where We Are Today… Revenue Year 2007 by Product Group Measurements Group 7% MOSFETS, ICs (Siliconix) 24% Capacitors 17% Diodes, infrared opto 29% Resistors Inductors 23% 47% passives - by Sales Channel Distribution 41% EMS 8% OEM 51% 53% semiconductors 6
Where We Are Today… No single customer has over 7% of sales OEM EMS DISTRIBUTION 7
Where We Are Today… #1 worldwide in many passive component categories • Resistors and inductors #1 worldwide in wirewound and other power resistors #1 worldwide in foil resistors #1 worldwide in SMD thin film resistors #1 worldwide in leaded film resistors …and others • Capacitors #1 worldwide in wet tantalum capacitors …and others • Stress measurement systems #1 worldwide in strain gage sensors and load cells 8 Source: WRTS, Company estimates
Where We Are Today… #1 worldwide in many semiconductor categories • Discrete semiconductors (power MOSFETs, diodes, transistors) #1 worldwide in low-voltage power MOSFETs (< 200 V) #1 worldwide in glass diodes …and others • Optoelectronics (IRDC, sensors, optocouplers, IR receiver modules, LEDs ) #1 worldwide in infrared components …and others 9 Source: WSTS, Company estimates
Where We Are Today… Broadest Line of Discrete Semiconductors and Passive Components Competitors Semiconductors Trans- Selected Diodes istors ICs Opto Vishay Capacitors ● ● □ Avago (Agilent) ● ● LEDs □ ● AVX EPCOS Fairchild Semi Intern’l Rectifier ● Infineon □ ● ● ● ● Alumin. Film Power Tantalum MLCC Film Foil WW ● ● □ ● ● □ □ ● ● ● Sharp □ ● □ □ □ ● ● ● TDK Toshiba ● ● Murata STMicro ● Inductors Transformers ● □ Maxim Rohm RNon chips Sensors Variable linear ● KOA On Semi Magnetics □ KEMET NXP (Philips) Resistors ● ● Diodes Rectifiers MOSFETs Analog IRDC Small Switches IR Comp. Opto Signal Power ICs Sensors Couplers Passive Components ● Yageo Source: Company estimates ● ● ● □ ● ● = Major Position 10 □ □ = Minor Position
Where We Are Today… Free Cash Generation (Cash flows from operations less capital expenditures) 11
How We Got Here… Strategic Acquisitions Sales in USD million International Rectifier’s PCS business acquired April 2007 BCcomponents, Transducer Co. ’s 20% Compound Annual Growth Rate (CAGR) of Sales 1986 -2006 Siliconix, Telefunken Vitramon Roederstein Sprague Draloric Dale General Semiconductor, Infineon Infrared business Sfernice Year 12
Agenda § Vishay review § Potential suppliers § Open discussion 13
Agenda § Vishay review § Department updates § Open discussion 14
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