Investor Presentation - 13th Annual CEO Summit slide image

Investor Presentation - 13th Annual CEO Summit

Revenue Growth Outperforming WFE and Primary Process Tool SAM WFE(1) WFE in $B Dry Etch & CVD(2) Ichor Revenue (3) Primary SAM in $B Ichor Revenues ($M) $32 $36 $48 $54 $50 13% CAGR $61 $77 2015 2016 2017 2018 2019 2020 2021E2022E $81 $11 $12 $19 $20 $17 $22 15% CAGR $28 $30 2015 2016 2017 2018 2019 2020 2021E 2022E (I) Mean of analyst and industry OEM estimates that have been updated since April 2021. (2) Gartner estimates through 2017; Needham estimates for 2018-2022E as of 4/12/21. (3) 2021 and 2022 estimates represent Street analyst consensus as of 5/5/21. ichor Proprietary $291 $406 $914 $824 $656 $621 26% CAGR $1,271 $1,170 2015 2016 2017 2018 2019 2020 2021E 2022E 5
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