KLA Investor Day Presentation Deck
Longevity of Installed Base Enhances Productivity
Phase I: Services business designed to support tool
shipments and assure customers tools will be available
KLA SERVICES
EVOLUTION
IV
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Phase II: Build out infrastructure as a larger,
global company
Phase III: Grow Service business top line
and profitability
Phase IV: Integral part of KLA business model providing
differentiated value to our customers
52 KLA Non-Confidential | Unrestricted
Installed Base
25,000
20,000
15,000
10,000
5,000
Product Class Waves
(Shipments by Year)
1995
1996
1997
1998
1999
2000
2001
2002
2003
2004
2005
1990
1995
■2000
2006
2007
2008
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2005
Product Class
Over the Life of Tool, Services Revenue ~0.5x Sales Price
■2010
2015
Average Tool Age Increasing from ~4 years in 2000 to 14 years in 2019
as our Installed Base Increased by ~2.7x
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