KLA Investor Day Presentation Deck
400
300
200
100
■
H
I
Printed Circuit Board (PCB) Overview
2015
■
REVENUE ($M)
2016
9%
$||
CAGR
2017
~$360M+¹
2018
Strong service business with double-digit growth
>40% revenue; >90% subscription based
Highly fragmented markets with over 500 customers
Strong connection with end-users (e.g., smartphone suppliers)
60 KLA Non-Confidential | Unrestricted 1 Includes Service.
2019E
First-to-Market
CAM
BROAD PRODUCT OFFERING
#1 Position in 6 of 7 Markets Served
Laser Plotting
Established
AOI
Israel
Direct Imaging
JV / M&A
Inkjet 3D Printing
Jenoptics JV
Direct
Imaging
Germany
KEY ACQUISITION AND JV MILESTONES
Proven Ability to Grow New Market via Partnership and Acquisition
1981
1996
2018
Frontline
Acquisition
AOS
1999
Frontline,
Valor JV
CAM
Israel
Via Drilling
2007
AOI
New Systems
Acquisition
InkJet
Italy
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