1. Capital Markets Day
14 March 2017

2. Agenda and presenters Aspocomp’s global supply chain
Antti Ojala, VP Business Development
Aspocomp’s Strategy
Mikko Montonen, CEO
Aspocomp’s customer
segments and solutions
Tero Päärni, VP Sales
Financials
Jouni Kinnunen, CFO
Capital Markets Day

3. SEGMENTS AND SOLUTIONS
ASPOCOMP’S CUSTOMER
SEGMENTS AND SOLUTIONS
Tero Päärni
VP Sales

4. Megatrends impacting the electronics industry for the next 10 years
Source: Prismark
Capital Markets Day

5. World printed circuit forecast
Source: Prismark
Capital Markets Day

6. PCB demand by application supports Aspocomp’s strategy
CAGR 2016–2021
Computer
-0.1%
Communications
3.2%
Consumer
3.5%
Automotive
4.3%
Industrial
4.2%
Medical
Military/Aerospace
3.6%
Packaging
0.1%
Total
2.2%
Automotive is the fastest growing segment, also industrial and military growing
Source: Prismark
Capital Markets Day

7. For Aspocomp, Finland is still the largest market due to strong telecommunication segment
Capital Markets Day

8. Sales development of new customers – strong annual growth
Capital Markets Day

9. PCBs can be found inside of numerous everyday equipment
ULKOASU nykyformaatin mukaiseksi.
OTSIKOT UUSIKSI slide 29, 30 31

10. And their number may be a surprise… 1-3 ~10 ~140 !
ULKOASU nykyformaatin mukaiseksi.
OTSIKOT UUSIKSI slide 29, 30 31

11. PCBs have many different functions in the equipment
Electrical
Connection
Functionality
Mechanical Function

12. INDUSTRIAL ELECTRONICS
Serving customers in various segments
SEMICONDUCTOR R&D AND
IC TESTING
AUTOMOTIVE
SECURITY & DEFENCE
TELECOMMUNICATION
INFRASTRUCTURE
Possible talking points:
We serve the following segment presented in the slide
Short introduction to different market segments
INDUSTRIAL ELECTRONICS
Capital Markets Day

13. Automotive segment provides the most lucrative growth opportunities
Net sales in 2016
EUR 6.7 million
Potential
++++
Automotive electronics market
Market*
Size USD 4.8 billion
CAGR 5%
Driving Forces
Driver assistance
Powertrain
Infotainment
Lighting
Advanced driver assistance systems (ADAS)
is the near-term growth driver
Our Strengths
TS certification
Own manufacturing
Volume supply
Wide rigid product offering
* Source: Prismark, company’s own estimate
Capital Markets Day

14. Telecommunication infrastructure segment is still the largest one for Aspocomp
Net sales in 2016
EUR 8.5 million
Potential
+++
Market*
Size USD 5.9 billion
CAGR 1.5%
Wireless infrastructure equipment market value
Driving Forces 5G
Wireless
IOT
Our Strengths
Experience & knowhow
Technical capability
Customer base
Relations to volume manufacturers
* Source: Prismark, company’s own estimate.
Market size includes telecom infra only
Capital Markets Day

15. The global uncertainty boosts Security & Defence segment
Net sales in 2016
EUR 2.4 million
Potential ++
Global military market
Market*
Size >USD 3 billion
CAGR 3.6%
Driving Forces
General unsecure environment
RF & Wireless
Our Strengths
Technical capabilities
Geographical location
* Source: Prismark, company’s own estimate
Capital Markets Day

16. Time to market is crucial for Semiconductor R&D and IC Testing
Net sales in 2016
EUR 0.5 million
Potential ++
Market*
Size <USD 1 billion
CAGR 2.5%
World semiconductor and GDP growth rates
Driving Forces
Miniaturization
Time to market
Our Strengths
QTA
Technical capability
Technical customer service
* Source: Prismark, company’s own estimate
Capital Markets Day

17. Increasing automation and M2M communication boost Industrial Electronics
Net sales in 2016
EUR 3.3 million
Potential ++
Market*
Size <USD 3 billion
CAGR 4%
Driving Forces
Automation
Robotics
M2M
Our Strengths
Technical capabilities
Hi-Tech-low-volume support
* Source: Prismark, company’s own estimate
Capital Markets Day

18. Snapshot of major companies in electronic supply chain
OEM
EMS
Semiconductor
Honeywell
Nokia
Continental
Delphi
Valeo
Fujitsu
Ericsson
Motorola Solutions
Scanfil
Enics
Hon Hai
Flex
Jabil
Celestica
Sanmina
Zollner
Qualcomm TI
STMicroelectronics
Media Tek
NXP
Infineon
Intel
Advantest
About half of these are already Aspocomp’s customers
Capital Markets Day

19. Why do customers select Aspocomp?
Aspocomp’s competitive edge
Complex technical PCB requirements
Combined technology and manufacturing knowledge
Strong world-class partner network
Fastest deliveries, flexible, agile
Certified quality for automotive requirements
Need reliable PCB partner to support all technologies and volumes
Time to market is critical
Capital Markets Day

20. Summary Becoming the number one partner for our customers
Focusing on growing segments Targeting and selecting right customers Providing sufficient service and product portfolio
Becoming the number one partner for our customers
Capital Markets Day