Monetizing Innovation and Financial Reconciliation slide image

Monetizing Innovation and Financial Reconciliation

Addressing Industrial / Medical applications with key to system performance Leveraging differentiated technology base into multi niches where we are key for the system performance Selected applications Medical Imaging & Diagnostics Horticulture & Smart Farming Robotics Structural growth drivers - Aging population Lower radiation dosage Higher specificity - HPS lamp replacement Focus on near-shoring and freshness - Yield improvement through optimized illumination – Project business: subject to energy & financing cost Automation, productivity - Contextual Awareness Typical ams OSRAM BOM potential -25 - several ten k € (from image sensor to module for high end CT scanner) ~100-200 € per luminaire* ~20+ € LED & laser projection Outdoor / Industrial lighting UV-C disinfection Home entertainment, lifestyle Replacement of traditional lamps Trickle-down from premium to mid-range Aging and growing population Urbanization - HID replacement Growth opportunity >2026 Regulation & Hg Lamp replacement once LEDs reach >15% WPE ~5 - 190 € (from simple LED projector to high power material processing) ~5 - 50 € per luminaire* (from small LED street luminaire to high power stadium light) ~20 - 2.500 € (from consumer device to industry scale water reactor disinfection) 25 *fixture combining light source with reflector, lens elements, etc. amu OSRAM
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