Ams : Investor presentation - First quarter 2021 results

First quarter results 2021

Alexander Everke, CEO

Ingo Bank, CFO

Moritz M. Gmeiner, Head of IR

May 2021

Please note: The ams brand is owned by ams AG, the OSRAM brand is owned by OSRAM GmbH. ams group and OSRAM group are in the process of integration. The combination of the ams and OSRAM brand is not representing a new brand. This is a visual symbol of the two companies coming together, representing the aspiration of our future joined group.

ams and OSRAM at a glance

>5.5 bn	5,500+	20,000+	~30,000
USD combined	Engineers	Customers	Employees
revenues 2020*

~60/40%	40+	15,000+	110+
AIM/consumer	Major R&D	Patents granted	Years design +
revenue split H2 2020	Locations	and applied	manufacturing

*Note: Calendar year, pro forma, AIM denotes Automotive, Industrial, Medical business

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Vision and mission for ams and OSRAM

Create the uncontested leader in optical solutions

Sensing

Illumination

Visualization

Become the uncontested leader in optical solutions through bold investments in disruptive innovation and continuous transformation delivering best in class profitability and growth

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Pursue market leadership in key optical segments

For our focus technologies

Emitters

Optical components &

Detectors

micro-modules

	•	LEDs	•	Optical elements: Lenses,	•	Light sensors
Key solution	•	Micro LED / Mini LED		light guides, DOEs	•	Bio-sensors
components	•	VCSELs / EELs	•	Micro-optical packaging	•	Image sensors
	•	Lamps	•	Optical modules

Micro-Optical Solutions & Lamps

SensingIllumination

Integrated circuits &

algorithms

• Emitter driver ICs
• Sensor interfaces
• Sensor processors (incl. algorithms)

Visualization

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Leading in optical solutions

Light and sensing in perfect combination

Leading market position in optical solutions, driving disruptive innovation

Strategic positioning

Consumer	Automotive Solutions
•	3D applications	•	Lighting
•	Augmented Reality	•	Distance and Ranging
•	Display management	•	In Cabin
•	Next generation displays	•	Optical Signaling

• Wearables

LED (Micro/Mini), VCSEL/EEL, 3D sensing, light sensing, image sensing, spectral sensing

Key technology areas

Industrial	Medical
•	Specialized Lighting	•	X-Ray Imaging
•	High Performance Imaging	•	In Vitro Diagnostics
•	Distance and Proximity	•	Physical Parameters
•	Home Automation	•	24/7 monitoring

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