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The Global Lighting Industry Tradition, Transition, Transformation Christian Schraft, OSRAM AG | May 18th 2012 | Page 1 Lighting Industry Transformation PAST FUTURE Replacement L Integrated Business A Luminaires Standardized Long M

SLIDE 1

The Global Lighting Industry Tradition, Transition,

Christian Schraft, OSRAM AG | May 18th 2012 | Page 1

Transformation

SLIDE 2

Lighting Industry Transformation FUTURE

Integrated Luminaires Long Lifetime

PAST

Standardized

L A M P

Global Replacement Business

LED

Christian Schraft, OSRAM AG | May 18th 2012 | Page 2

Project Business Replacement Light Sources

P S L U M

Small Batches One-time Installation Regional Application Specific

Lifetime Light Source = Lifetime Luminaire

LED

SLIDE 3

OSRAM at a glance

Fiscal Year 2011

Employees: ~ 41.000 R&D: 6% of sales 44 factories in 16 countries Turnover: ~ EUR 5 billion SSL revenue: About 25%

General Lighting (GL)

Comprehensive product portfolio and solution platform:

Lamps
Electronic Control Gear
Luminaires
LMS, Solutions, OLED

Christian Schraft, OSRAM AG | May 18th 2012 | Page 3

Sales by Business Unit

SP OS GL

Electronic Control Gear
SSL Components/ Systems
LMS, Solutions, OLED
Value Added Services

Opto Semiconductors (OS)

Broad product portfolio:

LED Components
High-power Laser Diodes
Infrared Components

Specialty Lighting (SP) Balanced portfolio Automotive Lighting (AM) Display/Optic (DO)

SLIDE 4

Market drivers: Shaping transition of global lighting market

Growth drivers Characteristics and drivers More people, more elderly Demographic change More income Emerging market shift More grids Electrification

Volume based Growth

Christian Schraft, OSRAM AG | May 18th 2012 | Page 4

More income shift More banning/restrictions Decarbonization More intelligence Digitalization Light used for special events and setting the mood Emotionalization

f light

More efficient lamps Energy efficiency

Value based Quality of life

SLIDE 5

Applications Design, Engi- neering, Delivery, Maintenance

Luminaires Components LMS Solutions

Office Industrial

Value-added Services Demand Creation

(Concept, Design-in) Traditional Incandescent Halogen LPD HPD Electronics Traditional Luminaires

The full lighting value chain in General Lighting

Light management systems Christian Schraft, OSRAM AG | May 18th 2012 | Page 5 LED components SSL Luminaires Outdoor Architec- tural Signage1) Energy Audits Lighting Services Lighting concept Specification LED Residential Hospitality Electronics Shop LED retrofits Electronic Control Gears Light engines OLED OLED Luminaires Traditional Luminaires 1) Signage is part of architectural in the definition of McKinsey Market Report

SLIDE 6

Government mandates underpin shift to higher energy efficiency

Europe: Incandescents / Halogen: Step-by-step banning of all INC /

HAL-C (>60 lm) till Sep. 2012

Europe FL: Halophosphate LFL banned since 2010; T12 effectively

banned by 2012

Brazil: GLS step-by-step phase-out till 2014
USA: GLS step-by-step phase out till 2014
Japan: all-at-once GLS phase out and replacement by CFL in 2012

GL Phase-Out as a global phenomen 1) Selective regulations Development of lamp / light engine market by technology in EUR bn, split by technology in percent 2) 100% HID HAL GLS 17 17 12 Christian Schraft, OSRAM AG | May 18th 2012 | Page 6 1) Source: Governmental regulations 2) OSRAM estimates based on McKinsey Market Report (2012) LED lamp/ Light Engine CFL FL 2020 77% 2016 56% 2011 18%

J I I

70% of the world is already covered

Legislation in progress Other activities Law passed