KLA Investor Day Presentation Deck slide image

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 % Improvement
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