Ams : Investor presentation - Second quarter and first half 2021 results

Sensing is life

Second quarter and half year results 2021

Alexander Everke, CEO

Ingo Bank, CFO

Moritz M. Gmeiner, Head of IR

July 2021

Vision and mission for ams 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

Building success from our focus technologies

Emitters

Optical components &

Detectors

micro-modules

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

Micro-optical solutions & lamps

Sensing

Illumination

Integrated circuits &

algorithms

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

Visualization

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Optical solutions for three global end markets

Light emission and sensing in perfect combination

Current strength

Diversified growth areas

	Consumer		Automotive			Industrial & Medical
•	Display management	•	Differentiated LED lighting	•	Illumination solutions
•	3D systems		(exterior/interior)	•	High performance imaging
•	Wearables	•	Lighting systems	•	Industrial + building
•	Camera enhancement	•	Optical signaling			automation, security
			•	Legacy lighting	•	Medical imaging
•	Next generation displays/	•	LIDAR applications	•	UV-C LED
	Micro LED	•	High-res matrix headlights	•	Horticulture
•	Mini LED	•	Exchangeable LED	•	Industry 5.0
•	Sensor integration	•	Head-up displays	•	3D applications
• Augmented Reality + 3D	•	In-cabin sensing	•	In-vitro diagnostics

• Near-to-eyeapplications

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Excellent position for leadership in optical solutions

Balanced revenue streams (H1 2021)

27%

40%

33%

Consumer Automotive Industrial and Medical

Industry-leading portfolio + application expertise

• Focus on leading technology position
• Leader in application expertise across end markets
• Agility to support short and long product life cycles
• Ability to drive innovation in different end markets, applications and customer bases
• Leveraging outstanding IP and manufacturing

Leading in key optical applications

• Advanced automotive exterior/interior LED lighting
• LED innovation
  (UV-C, Mini LED, IRED, high power specialty lighting)
• Micro LED next generation display technology
• EEL + VCSEL LIDAR
• 3D solutions (AR, authentication, consumer + industrial)
• Display management, optical sensing, near-to-eye
• High performance imaging

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