Market Closed -
Toronto S.E.
04:00:00 2024-05-02 pm EDT
5-day change
1st Jan Change
60.14
CAD
+0.50%
+1.73%
+54.96%
Celestica : Joint Design and Manufacturing at Celestica Presentation
December 03, 2020 at 03:53 am EST
Joint Design and Manufacturing at Celestica
Evolution, Innovation and Opportunity Celestica Team
1
2
3
EXPERTISE & SCALE
CAPABILITY & EXPERIENCE
MARKETS & TECHNOLOGIES
Bringing 25 years of experience building enterprise-class products for the world's leading OEMs…
…together with 10 years of
R&D investment in building our hardware platform solutions capability…
…into a market where rapid technology evolution requires new entrants into the innovation stream.
Celestica JDM Evolution
Joint design evolved to Hardware Platform Solutions, meeting the need for partners to accelerate innovation
• Robust, mature design capabilities
• Leading-ed T g T e M , & customizable hardware T p ot o a r l t C fo s li t o
• Flexible engagement models
IP Creation &
• Strategic relationships with
Protection Software Optimization
technology ecosystem
Hardware
• High-quality design,
JDM at a Glance
Enabled by an industry-leading roadmap and a strategically positioned JDM engineering team in China, Thailand and
North America
• Celestica's JDM business designs, develops and manufactures products across the data center
JDM vs. ODM
• We started off jointly designing solutions, largely specific to customer applications
• The offering has evolved through significant R&D investments in a comprehensive, customizable platform portfolio
• We do not compete with our customers - our focus is hardware, not software
Innovative Solutions for Growing and Evolving Markets
A selection of our leading-edge hardware platform solutions
Partnering with 8 of top 10 Global ISPs and 4 of top 5 Storage providers in the world
Strong market position with both Proprietary Compute and x86
• A leading global Service Provider was struggling with an off-the-shelf solution that was not meeting design quality standards
• Their existing partner was inflexible and difficult to work with
• The ODM's inability to overcome challenges prompted the customer to seek Celestica's help
• Assumed design of next-gen product
• Applied rigorous design quality standards and proven design methodologies
• Established a flexible, collaborative engagement model
• Leveraged industry-leading manufacturing facilities
Delivered design and manufacturing flexibility and performance, bringing next-gen technology to market faster, with reduced R&D.
• Accelerated design cycle time, improving time to GA by leveraging Celestica IP
• Significantly reduced number of design cycles, reducing development costs
• Delivered leading edge, high-bandwidth switch using on-board optics
• A leading global OEM was trying to maximize return on R&D spend across a broadening portfolio
• Existing resources were tied up, delaying new technology development
• The customer was looking to improve supply flexibility and reduce spend
• Converted OEM from Joint Design to Hardware Platform engagement model
• Reduced R&D spend by leveraging invested solutions and reusing elements of design on subsequent generations
• Aligned our investments with ecosystem partners, ensuring roadmap supported customer requirements
Grew customer portfolio with hardware platform solutions that improved flexibility, reduced cost, and improved time-to-market.
• Freed up 6 customer resources for redeployment
• Reduced R&D costs by >$1M on first engagement
• Reduced time to market by 25%
• Drove supply chain flexibility and savings
10
Thank You
Attachments
Original document
Permalink
Disclaimer
Celestica Inc. published this content on 03 December 2020 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 03 December 2020 08:52:04 UTC
Celestica Downgraded to Neutral at CIBC, Price Target Raised to US$49
Apr. 26
MT
RBC Raises Celestica's Price Target to $53 From $47, Maintains Outperform Rating
Apr. 26
MT
Celestica Price Target Raised to US$53 at RBC
Apr. 26
MT
Transcript : Celestica Inc. - Shareholder/Analyst Call
Apr. 25
Sector Update: Tech Stocks Lean Lower Premarket Thursday
Apr. 25
MT
Transcript : Celestica Inc., Q1 2024 Earnings Call, Apr 25, 2024
Apr. 25
North American Morning Briefing : More Tech Earnings in Focus With GDP Data Adding to the Uncertainty
Apr. 25
DJ
Celestica Q1 Adjusted Earnings, Revenue Rise; Lifts 2024 Guidance
Apr. 25
MT
Tranche Update on Celestica Inc.'s Equity Buyback Plan announced on December 12, 2023.
Apr. 24
CI
Celestica Brief: In 2024 Annual Outlook Update, non-IFRS adjusted free cash flow of US$250 million; Previous outlook was $200 million, or more
Apr. 24
MT
Celestica Brief: In 2024 Annual Outlook Update, non-IFRS adjusted EPS of US$3.30; Previous outlook was $2.70 or more
Apr. 24
MT
Celestica Brief: In 2024 Annual Outlook Update, non-IFRS operating margin of 6.1%; Pevious outlook was between 5.5% to 6.0%
Apr. 24
MT
Celestica Brief: In 2024 Annual Outlook Update, Revenue of US$9.1 billion; Previous outlook was $8.5 billion, or more
Apr. 24
MT
Celestica Brief: 2024 full-year outlook raised
Apr. 24
MT
Celestica Brief: Says Q1 2024 revenue and non-IFRS adjusted EPS "Above the high end of guidance ranges
Apr. 24
MT
Celestica Brief: Q1 Adjusted free cash flow US$65.2 million, compared to $9.2 million for Q1 2023
Apr. 24
MT
Celestica Brief: Q1 Adjusted return on invested capital 24.8%, compared to 17.9% for Q1 2023
Apr. 24
MT
Celestica Brief: Q1 Adjusted earnings per share US$0.86, compared to $0.47 for Q1 2023
Apr. 24
MT
Celestica Brief: Q1 Revenue US$2.21 billion, increased 20% compared to $1.84 billion for the first quarter of 2023
Apr. 24
MT
Celestica Inc. Provides Earnings Guidance for the Second Quarter of 2024
Apr. 24
CI
Celestica Inc. Revises Earnings Guidance for the Year 2024
Apr. 24
CI
Celestica Inc. Reports Earnings Results for the First Quarter Ended March 31, 2024
Apr. 24
CI
North American Morning Briefing : Tesla Surges, More Big-Tech Earnings in Spotlight
Apr. 24
DJ
Celestica Inc. signed a definitive agreement to acquire NCS Global Services LLC for $56 million.
Apr. 23
CI
TSX claws back some April declines as sentiment improves
Apr. 22
RE
Duration Auto. 2 months 3 months 6 months 9 months 1 year 2 years 5 years 10 years Max.
Period Day Week
More charts
Celestica Inc. is engaged in designing, manufacturing, hardware platform and supply chain solutions. The Company operates in two segments: Advanced Technology Solutions (ATS) and Connectivity & Cloud Solutions (CCS). The ATS segment consists of its ATS end market and is comprised of its Aerospace & Defense (A&D), Industrial, HealthTech, and Capital Equipment businesses. Its Capital Equipment business is comprised of its semiconductor, display, and robotics equipment businesses. The CCS segment consists of its communications and enterprise end markets. The enterprise end market is comprised of Celesticaâs servers and storage businesses. It offers a range of product manufacturing and related supply chain services to customers in both of its segments, including design and development, new product introduction, engineering services, component sourcing, electronics manufacturing and assembly, testing, complex mechanical assembly, systems integration, precision machining and others.
More about the company
Last Close Price
43.89
USD
Average target price
24.31
USD
Spread / Average Target
-44.60%
Consensus
1st Jan change
Capi.
+54.96% 5.21B +22.06% 72.67B +49.28% 65.8B -6.52% 34.37B -15.24% 28.95B -9.53% 13.9B -11.85% 10.06B +8.41% 9.77B +76.30% 8.8B +75.39% 8.48B
Electronic Component
+951% of historical performance
More than 20 years at your side
Our Experts are here for you
OUR EXPERTS ARE HERE FOR YOU
Monday - Friday 9am-12pm / 2pm-6pm GMT + 1