Flex Agility Solutions · 3/11/2020 · Communications, Enterprise & Cloud Overview. Source: TAM...
Transcript of Flex Agility Solutions · 3/11/2020 · Communications, Enterprise & Cloud Overview. Source: TAM...
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Flex Agility SolutionsDoug Britt
Group President
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Lifestyle Communications, Enterprise and Cloud Consumer Devices
Flex Agility Solutions
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Flex Agility Solutions
World class technical expertise in mechanicals compute, storage and communications
Scale provides supply chain leverage across Flex
Solid return on investment capital and cash flow generation
Regionalized and agile manufacturing model to meet customer flexibility requirements
Increase customer affinity through services and supply chain integration
Lifestyle Communications, Enterprise and Cloud Consumer Devices
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Lifestyle overview
$700Mnew bookings
Continued growth
17 new customers
Source: TAM market size for 2022 based on Gartner reports and internal research, FY20E for new bookings and new customers
Audio Micro Mobility
Consumer Packaging
FloorcareAppliances
$64BTAM
$29BTAM
$11BTAM
$28BTAM
$7BTAM
Target market leaders. Providing enabling technologies. Bundle services on a global scale.
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ConnectivityDeveloper kits for rapid innovation
Human Machine Interface (HMI)Platforms for enhancing how consumers interact with products
SustainabilityAfter market services for enabling the circular economy
MechanicalsPlastics tooling and mass production for high volume and high complexity
BundlingCombining multiple services into unique global supply chains
Lifestyle differentiation
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• Market leading consumer products brand
• Design-led engagement in cosmetic plastics
• Vertically integrated solution in a Lifestyle focused factory
• Bundled multiple services including tooling, plastics, electronics, battery packs and full product assembly
Floorcare
Flex enabled the launch of a market leading next generation cordless vacuum
* Image displayed is an artist rendering, not an actual product
MechanicalsHuman Machine Interface (HMI) Connectivity
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$1.6Bnew bookings
Returnto growth
15new customers
Communications, Enterprise & Cloud Overview
Source: TAM market size for 2022 based on Gartner reports and internal research, FY20E for new bookings and new customers
CommunicationInfrastructure
Edge Infrastructure
DatacenterInfrastructure
$77BTAM
$45BTAM
$14BTAM
Grow and diversify. Lead with technology. End-to-end supply chain.
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CEC differentiation
Speed-to-MarketCustomizable reference designs supporting next generation time-to-market technologies
Global FootprintGlobal sourcing, regionalized manufacturing & world class distribution services for end-to-end supply chain solutions
Operational ExcellenceAutomation & advanced demand management with superior quality for the best customer experience
Technology AssetsDatacenter infrastructure, edge and wireless design expertise
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4G/5GRadiosMultiple wireless radio engagements in 2019. mmWave & mMIMO reference designs available
• Applying wireless design and capability inside Flex Finland design center to develop open 4 and 5G radios
• Uniting software centric vendors with Flex’s hardware design and manufacturing creating an alternative go-to-market solutions
• Thousands of service providers within the ecosystems can take advantage of Flex’s capability and manufacturing prowess
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• Mobile & high-velocity consumer devices portfolio• Selective customer engagements• Risk-adjusted ROIC and cashflow generation • Purchasing volume benefits competitiveness for all
Flex segments
Consumer Devices
ExpectationsYoY Decline, Mix change overtime,
Protect key legacy engagements
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Lifestyle
Communications, Enterprise and Cloud
Consumer Devices
Summary
• Clear differentiation through a broad end-to-end service offering, which includes design, vertical integration, regional manufacturing, and after-market services
• Well positioned to grow revenues in both CEC and Lifestyle with an offset by declines in Consumer Devices in the range of half a billion dollars
• Expand margins through design-led engagements, bundling services and commercial and operational discipline
• Increase customer affinity through a broad service offering, our regional manufacturing footprint and meeting and exceeding the quality and delivery expectations of our customers
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Lifestyle Communications, Enterprise and Cloud Consumer Devices
Flex Agility Solutions