KLA Investor Day Presentation Deck
Case Study | Direct Imaging (DI) Business Creation and Expansion
BACKGROUND
Mid 1990s: PCB moved to
higher density
1996: Formed JV with
Jenoptics to co-develop DI
technology
2000: Assumed 100%
ownership
2004: Launched 1st product
(high-end PCB)
2011: DI becomes industry
standard for smartphone PCB
SOLUTION
69 KLA Non-Confidential | Unrestricted
■
I
Collaboration with top optics supplier
to develop imaging technology
Collaboration with smartphone maker
to promote/validate DI value
Innovation in multi-wave light source,
large scan optics, fast image acquisition
and algorithms
Resilient Service business with >90%
recurring revenue
~$200M business that we can grow
with differentiated solutions
LSO Technology™
REVENUE TREND
Strong Track Record of Business Creation and Expansion
High-end special PCBs
2000
2001
2002
2003
2004
2005
2006
2000
Collaboration and Innovation Drove the Direct Imaging Success
Mass Production, HDI- Smartphone, Flex
2007
2007
2008
2000
600Z
2010
2011
2012
2013
Voc
2014
proc
2015
2016
2017
2018
2019E
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