KLA Investor Day Presentation Deck
Average Selling Price (ASP) Index
2.0
1.8
1.6
1.4
1.2
1.0
0.8
0.6
0.4
0.2
0.0
Operational Excellence in Action | Product Development ROI
T
EXAMPLE 1 | WAFER INSPECTION
1.0x
Iteration 1
1.2x
1
ASP
Iteration 2
99 KLA Non-Confidential | Unrestricted
1.6x
Iteration 3
1.8x
~600 bps
Iteration 4
-Incremental Gross Margin (%)
1
I
8%
7%
6%
5%
4%
3%
2%
1%
+ 0%
Gross Margin % Improvement
Average Selling Price (ASP) Index
2.0
1.8
1.6
1.4
1.2
1.0
0.8
0.6
0.4
0.2
0.0
T
T
T
T
T
1.0x
Iteration 1
EXAMPLE 2 | METROLOGY
1.2x
Iteration 2
1.6x
IN
Iteration 3 Iteration 4
IASP
1.8x
-Incremental Gross Margin (%)
Enhancing Gross Margin from Platform Extendibility
1.9x
~750 bps
Iteration 5
Panc
KLA#
OPERATING
MODEL
Foro Console Perform
8%
7%
6%
5%
4%
3%
2%
1%
0%
BE
KLA+
Gross Margin % ImprovementView entire presentation