productronica 2011 press conf 11_14_11 final

Advance. Achieve.Adapt.

Complete, Flexible and Integrated Solutions

Manufacturing Needs of Tomorrow

for Future-ready Companies Today

Advance. Achieve.Adapt.2

Universal Instruments

• Universal Instruments Today

– Our business model and market momentum

– Worldwide presence with industry-leading solutions and innovation

• Emerging Markets Opportunities

– CPV, SSL, eCar

• Advance. Adapt. Achieve.– Advance with new products built on a heritage of technical excellence

– Adapt to emerging market needs with uniquely flexible solutions

– Achieve sustainable competitive advantage with a complete range of solutions and expertise

• New Products

– Genesis GX-37D

– Advantis AC-90T

The Sustainable Competitive Advantage


Universal InstrumentsOur Business Model

• Complete market-focused solutions – Provide leading-edge products, industry-leading technical expertise and comprehensive global services

• Relentless focus on customer satisfaction – Deliver quality, customer experience, overall cost of ownership

• Sustained R & D spending – Maintain market leadership COE

Markets AutomotivePower

ConversionMedical

Solid-State Lighting

Solar

Materials Selection

Process Support Failure AnalysisConsortium

ResearchCOEExpertise

AdvantisGeneration

88Genesis Polaris

Material Handling

GenesisSCFeeding

SolutionsBuilding

Blocks

Complete Solutions Provider

Delighted Customers

R&D Investment

APL


Universal Instruments

• Insertion Mount - Continued leadership with 50% market share and targeted configurations for booming LED market

• Surface Mount - New solutions to meet market needs

– Advantis 3 Platform supports growth in midrange markets

– Genesis GX-37D represents the best in speed, flexibility and capability

• Solutions for Emerging Markets - Focus on emerging “green” markets is fueling growth – SSL, CPV, Power

Growing Share in All Our Markets

Comprehensive Product Portfolio with Advanced Process Lab and Global Infrastructure


Universal InstrumentsGlobal Presence with Industry Leaders


Universal InstrumentsA Heritage of Solutions and Innovation

2011

Innova

Direct Die

handler

2010

GenesisSC

Semi platform

1910 1960 1970 1980 1990 2000

1919

UIC founded

in USA

1961

UIC produces

Semi-automatic

insertion machine

for IBM

1965

First Component

Sequencer

1966

First DIP

insertion machine

1970

VCD Insertion

Machine

introduced

1978

First SM

machine for

hybrid production

1979

Merger with

Dover Corp

1980

First Radial Lead

insertion machine1987

SMT Lab

inaugurated

Omniplace

and Ultraplace

introduced

1989

Partnership

with Sanyo/

Hitachi

1992

GSM1

1993

ISO 9001

1996

GSM2

1998

First VRM

GSMx

1999

VRM

GSMxs

2000

Polaris

Assembly Cell

2002

First GSM

produced

Shekou

2003

First

Genesis

2004

First

AdVantis

First

Lightning

machine

2006

Francisco

Partners

Creates

CBA

Group

2007

First quad-

beam Genesis

1983

Introduced

first parallel

SM placement

system to Ford

2011

2010

Genesis

Series 2

2011

Advantis 3

2010

Gen 88

IM

2010


Universal InstrumentsContinued Success

2011

Innova

Direct Die

handler

2011

Advantis

AC-90T

2011

2010

Genesis

Series 2

2011

Advantis 3

2011

Genesis

GX-37D

Advantis AC-90T

Genesis GX-37D

• Genesis Series 2 – 10 new Genesis customers; 8 new GC-120Q customers

• Advantis 3 – 25 new customers

• Advantis AC-90T – highest-performance platform for cost-sensitive markets

• Genesis GX-37D – represents the best in speed, flexibility and capability


Solar (CPV) Solutions

• By 2050, solar energy is expected to provide 11% of global electricity

• Far more efficient than traditional Crystalline Silicon: 40% versus 17%

• Installed Capacity will rise at ~145% CAGR over the next 5 years

Market Overview

Concentrated photovoltaic (CPV) uses an optical lens which focuses solar radiation to generate electricity

2 10 2 20150

515

850

1250

1800

0

200

400

600

800

1000

1200

1400

1600

1800

2000

2007 2008 2009 2010 2011 2012 2013 2014 2015

MW

CP

V C

apac

ity

Inst

alle

d

Universal Advantage

– Leveraging automotive experience

– Attachment techniques to maximize thermal efficiency

– High-speed passive, high-accuracy (10µ) die placement

– Ability to image and align optics

– Cycles of learning, know-how and process intelligence


Solid-State Lighting (LED) Solutions

• LED production for lighting is strongest segment among chip manufacturers

• Demand for LED lighting forecast to grow to $3B in 2012, up from ~$2B in 2011, ~$8B by 2015

Market Overview

Solid-state lighting (SSL) utilizes electroluminescence, rather than electrical filaments/thermal radiation, plasma or gas

LED Market Revenue 2011-2015

0

2000

4000

6000

8000

10000

12000

14000

16000

18000

2009 2010 2011 2012 2013 2014 2015

Mil

lio

ns

of

US

D

Mobile appliance Large display Lighting

Automotive Signs & Signal Other

Source: LEDinside, August 2011

Universal Advantage

– High-speed SM, IM and odd-form assembly

– Dedicated IM configurations for LED

– Attachment capabilities to maximize thermal efficiency

– Custom nozzles for silicon/glass lens

– Large PCB (1.2+ meter) and florescent tube handling



Power Conversion (eCar) Solutions

• TCOO becomes more favorable as fuel prices rise

• Electric vehicles are currently available in light truck, sedan, SUV, compact, and sport/luxury segments

• For every EV sold, there will be demand for ~1.4 charging stations, with 70% being residential

• By 2020, ~25% of all new vehicles will be electric, rising to 90% by 2030

Market Overview

Source: Department of Energy Report (Feb 2011)

Electric vehicles create energy independence, reduce pollution and mitigate climate change

Chargers

Electric

Vehicles

0

100000

200000

300000

400000

500000

600000

700000

800000

2011 2012 2013 2014 2015

Universal Advantage– SM, IM and odd-form assembly

– Established IM market leader

– Multiple IM lead-spans

– Wide range of odd-form feeding options



Universal InstrumentsComplete Solutions Integrator

• Fully Integrated Solutions based on industry-leading technology and world-class process/engineering know-how

– Advanced Process Lab – Design and failure analysis

– Center of Expertise – Leading-edge applications validation

– Best-in-class Automation Solutions

– Global Service and Support Organization –Comprehensive support services

– Quality Organization – Customer and solutions focused

• Experience to contribute to your bottom line!

AutomationSolutions

Advanced Process

Lab

Center of Expertise

Global Service and

Support

QualityOrganization

Universal is the only company with products and expertisefor every phase of your product life


Advance. Adapt. Achieve. For Sustainable Competitive Advantage.

with Future-ready Solutions Built on Proven Capabilities

To Address Emerging Manufacturing Challenges

For Your Sustainable Competitive Advantage

Advance. Achieve.Adapt.


Genesis GX-37D Platform

• Maximize floor space utilization

– Replace two or more platforms with a single GX-37D

• Optimize productivity for any job

– Broadest range of components, package types and board sizes

– Prototyping on a single platform

• Enhance performance/extend the life of existing production lines

– Maximum performance and flexibility in a compact footprint

– The perfect line balancer to maximize utilization

– Eliminate manual insertion

• Minimize cost of ownership

– Reduce machines and operators, CapEx, maintenance, power/air consumption, programming and labor/repair costs

• Achieve continuous efficient production

– Reduce machine stoppages, waste and defects

– NPI tools accelerate ramp to volume and optimize quality

Lowest total cost of ownership for CEMs and OEMs



• All-in-one Prototype/Lab solution– Memory (flash/thumb drive), up to 4:1 passive-to-active ratio

• Dedicated chipshooter replacement– A more compact and flexible solution

• The perfect line balancer– Maximize utilization by absorbing placements from up-line chip placers and down-line FFP placers

• Powerful, compact, and flexible multifunction solution– Replace two multifunction platforms with a single GX-37D

Solution for Any Application



• The best in speed, flexibility and capability, placing chips at high-speed through extreme odd-form

– Widest component range with high-speed Lightning® and flexible Inline7 head

– Array of camera technologies/magnifications

• Superior outgoing board quality

– Vertical Part Sensor (VPS) verifies part prior to placement

• Reduced manual labor costs

– Gripper nozzles, 48-hole nozzle changer (8 odd-form nozzles)

• Large boards up to 1016mm

• High input capacity

– Dual Platform Tray Feeder (PTF) support enables up to 240 unique part numbers to reduce changeover time

Advantages


Advantis AC-90T Platform

• Increase profitability

– Low investment cost and high throughput offers extraordinary cost-per-placement value

– VRM linear motor delivers superior repeatability/product quality as compared to leadscrew

– NPI software enables 100% first-pass yields

• Maximize floor space utilization

– Replace turret-style machines with half the floor space and 3X the throughput

• Seamlessly transition to new products

– NPI software tools to import and verify design data, balance lines, generate optimized programs and create grouped feeder setups

• Maximize uptime

– Transition from chip to IC without exchanging placement heads

– Replenish tray-fed components, auto-exchange nozzles or bypass spindles without interruption to production

Lower costs and improve output for cost-sensitive production



• Versatile single-platform solution– High productivity across a range of applications

• Economical replacement for dedicated chipshooters– Adaptable, high-performance foundation for high-mix production

• Powerful high-volume building block– High-performance for Tier 2/3 OEMs and EMSs, medium/high-volume consumer production

Cost-sensitive Performance



• The highest-performance platform for cost-sensitive markets

– The industry’s fastest placement head for best-in-class throughput

– Throughput for high-volume OEM production, with the adaptability for higher-changeover CEM environments

• Superior positioning system vs leadscrew

– VRM linear motor delivers superior acceleration, accuracy and repeatability

• Reduced maintenance requirements

– Linear motor requires less than 3 hours of maintenance per year

– Placement heads never require removal from platform for maintenance

• Production assistance software

– Monitor, diagnose and auto-recover

– Online programming/editing tools

– Fast ramp to volume and 100% first-pass yield

Advantages


Thank You!

Complete, Flexible and Integrated Solutions

productronica 2011 press conf 11_14_11 final

Business

market needs advantis

flexible solutions

capability solutions

solutions blocksrdadvance

emerging market needs

d advantis ac

new customers2011 advantis

t advantis