JABIL OPTICS OVERVIEW Jabil Proprietary & Confidential
OUR KEY BRANDS 180K+ 100 17,000 1,600 250 50 $18B $1.2B OUR STRENGTH DEDICATED LOCATIONS IN SUPPLIERS CAPABILITIES TOP BRANDS YEARS OF MANUFACTURING REVENUE OPERATING & SCALE EMPLOYEES 28 COUNTRIES & SUPPLY CHAIN EXPERIENCE CASH FLOW INTELLIGENT SOCIAL & PEOPLE & OUR IP OPERATIONAL DIGITAL ENVIRONMENTAL ENTREPRENEURIAL FOUNDATION PROTECTION EXCELLENCE SUPPY CHAIN RESPONSIBILITY CULTURE OUR DESIGN DEVELOP INDUSTRIALIZE MANUFACTURE DELIVER END-TO-END Strategy & Innovation Design Engineering Process & Test Engineering Fabrication & Assembly Configure to Order SOLUTIONS & After Market GROWTH EXPERIENCE ADDITIVE DIGITAL PRECISION AUTOMATION DRONES ROBOTICS STRATEGY DESIGN MANUFACTURING PROTOTYPING MECHANICS OUR ADVANCED DYNAMIC PRINTED POWER STRATEGIC ASSEMBLY & ADHESIVES ACOUSTICS FLUIDICS OPTICS TUNING ELECTRONICS ELECTRONICS MINIATURIZATION CAPABILITIES WIRELESS MATERIALS PRECISION CLOUD SYSTEMS OPTICAL VALUE SENSORS E-TEXTILES CONNECTIVITY TECHNOLOGY TOOLING INTEGRATION NETWORKING ENGINEERING OUR MARKETS DIGITAL HOME MOBILITY & RETAIL SMART HEALTHCARE ENTERPRISE & PRINTING TELECOM- TRANSPORTATION INDUSTRIAL ENERGY AEROSPACE & OFFICE WEARABLES PACKAGING INFRASTRUCTURE MUNICATIONS 2 Jabil Proprietary & Confidential
JABIL OPTICS: INVESTING IN THE FUTURE Sypro Optics Jabil Jabil opens becomes Jabil acquires BlueSky Center Optics Germany 2008 2015 2006 Green Point for Innovation Jabil Takes Jabil Jabil launches 100% ownership acquires joint venture with of Sypro Optics Kasalis Carl Zeiss 2007 2015 2016 Through strategic investments, Jabil has become a world-class manufacturing partner in optics. 3 Jabil Proprietary & Confidential
CORE SOLUTIONS COMPUTATIONAL PROJECTION CAMERAS SYSTEMS Advanced optics encode Miniaturized projection systems visual information for for RGB image projector modules next-generation applications and IR pattern projector modules 4 Jabil Proprietary & Confidential
GROWING MARKETS Camera Module Market, by Application, 2015 vs 2020, USD Billions 30 “The growth of the market is propelled 25 by the exponential growth in the 20 consumer electronics application 15 market; especially owing to the 10 growing demand for devices such as 5 cameras, smartphones, and tablets. ” 0 Consumer Security & Automotive Industrial Aerospace Healthcare Source, Markets and Markets Global Forecast 2014 - 2020 Electronics Surveillance & Defense 2015 2020 Note: CAGR is calculated for the period between 2015 and 2020. Source: Secondary Literature, Experts’ Interviews and Markets and Markets Analysis 5 Jabil Proprietary & Confidential
GROWING MARKET: COMPUTATIONAL CAMERAS Mobile Camera TAM w/ Computational Camera Adoption 3,000 “Mobile Devices Will 2,500 Either Have 3D Sensors 2,000 (M) units or Suffer Flat Sales…” 1,500 TechCrunch, September 9, 2015 1,000 500 0 2013 2014 2015 2016 2017 Smartphone w/ Computational Camera Smartphone 6 Jabil Proprietary & Confidential
KEY MARKETS DRIVE ADOPTION PC / LAPTOP ROBOTICS MEDICAL SECURITY & MOBILE PHONE AUTOMOTIVE SURVEILLANCE 7 Jabil Proprietary & Confidential
GROWING NUMBER OF CONSUMER USE CASES FOR 3D IMAGING AVATAR PERSONALIZATION 3D SELFIE 3D PRINTING E-COMMERCE SCANNING FOR THE PERFECT FIT 8 Jabil Proprietary & Confidential
SECURITY APPLICATIONS FOR 3D SENSING OBJECT PLACEMENT IN PUBLIC SPACES OBJECT DETECTION WALK-THROUGH CONNECTED HOME (Ex: backpack left behind) SECURITY SCANNING MOBILE BANKING (Ex: reducing false positives) (Ex: detect presence, position, volume) (Ex: facial recognition/ authorization) 9 Jabil Proprietary & Confidential
AUTOMOTIVE 3D SENSOR/LIDAR APPLICATIONS DISTRACTED/FATIGUED DRIVER DETECTION SITUATIONAL AWARENESS SECURITY & AUTHENTICATION SEAT & AIR BAG ADJUSTMENTS SMART HEADLAMPS HEAD-UP DISPLAY GESTURE RECOGNITION 10 Jabil Proprietary & Confidential
ACTIVE ALIGNMENT FOR MINIATURIZATION Maximum precision for better performance and yield. TECHNOLOGY DEMANDS • New devices more difficult to manufacture • Lens must be closer to active device • Larger aperture lens required • Decreasing pixel pitch • Multi-lenses (array, 3D) • Vision analysis requirements • Clean manufacturing environment • CMs and OEMs must differentiate to increase margins 11 Jabil Proprietary & Confidential
VALUE OF THE PLATFORM By partnering with leaders CHIPSET / across the ecosystem, HARDWARE SILICON Jabil Optics is part of a comprehensive platform strategy. APPLICATION OPERATING SOFTWARE & SYSTEM ALGORITHMS 12 Jabil Proprietary & Confidential
JABIL ADDS VALUE DURING MANUFACTURING Contributes a major value to the overall price of the camera module. RESEARCH SYSTEM MARKETING POST-SALES END USER OR & PRODUCT MANUFACTURING DISTRIBUTION INTEGRATION & SALES SERVICES APPLICATION: DEVELOPMENT CONSUMER ELECTRONICS AUTOMOTIVE PROCESSORS PROTOTYPE WHOLESALERS MAINTENANCE & GRAPHIC SECURITY & SURVEILLANCE ICS DEVELOPERS HEALTHCARE INDUSTRIAL ELECTRONICS / ELECTRICAL PROCESS DISTRIBUTERS COMPONENTS DEVELOPMENT AEROSPACE & DEFENSE MANUFACTURERS BUYERS PROCESS CONTROL SYSTEM REGULATORY MANUFACTURERS APPROVAL SUSTAINABLE EMBEDDED JABIL SYSTEMS ENGINEERING SOURCE: MARKETS AND MARKETS 2015 13 Jabil Proprietary & Confidential
D3 – DESIGN, DEVELOPMENT, & DEPLOYMENT DESIGN DEVELOPMENT DEPLOYMENT FASTER TIME TO MARKET INCREASED YIELD Optical, mechanical, Process development Lean Six Sigma-based and electronic parts and validation manufacturing of MAXIMUM PRECISION design and validation to assemble designed and designed parts developed solutions 14 Jabil Proprietary & Confidential
BROAD SCOPE OF CUSTOMER EXPERIENCE MASS / SERIAL JABIL HAS FULL OPTO- PRODUCTION, DEVELOPMENT INDUSTRIALIZATION PRODUCT MECHANICAL HIGH PRECISION PROVIDED & INTEGRATION DEPLOYMENT DESIGN DESIGN ASSEMBLY DEPLOYMENT CAMERA FOR SCANNERS AR & VR MODULES PROJECTORS 3D SENSORS INCLUDING THERMAL, INCLUDING INCLUDING BAR CODE COMPACT WEARABLES ULTRA-COMPACT, HIGH RES 15 Jabil Proprietary & Confidential
GLOBAL OPERATIONS FOR INNOVATION, DESIGN, & EXCELLENCE Jena, San Jose, Opening in September 2017 Germany USA Haifa, Burlington, Israel USA Huangpu, China PROCESS ACTIVE PRODUCT MANUFACTURING DEVELOPMENT ALIGNMENT DESIGN ENGINEERING • Advanced process solutions • Active alignment • World class optics design • Design & procurement of optical lens assemblies and • Optimal material and • Precision Components Placement • Electrical engineering sub-assemblies component selection • Lens assemblies • Design for high-volume • New product introduction • Customized adhesive manufacturing • Gluing technologies solutions • High-volume production • Design to cost • Chip-on-board, Chip-on-flex, of optical solutions • Equipment guidance and • Chip-on-stiffener, FlipChip selection • Final goods assembly • Wire-bonding and ACF bonding • Test • Assembly Automation • Pack-out 16 Jabil Proprietary & Confidential
THANK YOU J a b i l O p t i c s — B u i l d i n g t h e v i s i o n wi t h e m b e d d e d o p t i c a l s o l u t i o n s . 17 Jabil Proprietary & Confidential
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