Zumtobel Group – Technology Update Zumtobel Group – Technology Update Vamberszky – EVP Technology and CTO Capital Markets Day 2014 April 2, 2014 - Frankfurt am Main, Germany

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Zumtobel Group – Technology UpdateVamberszky – EVP Technology and CTO

Capital Markets Day 2014April 2, 2014 - Frankfurt am Main, Germany

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Starting point

The role of standardization

The role of controls

Update LED / OLED

AGENDA

Summary

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Early phase Growth phase Saturation phasetime

TurnoverQuantityPerformance

Dom

inan

tes

Des

ign

Trial & Error

Differentiation in thecore functionality

Cor

efu

nktio

nalit

yae

dequ

atel

yfu

llfill

ed

Differentiation in additional functionality

Mar

ket s

atur

ated

!

Improve performancein lighting

first absolute lmsthen lm/Wnow lm/€

Add valuefeature roadmap

Take out costcost roadmap

Phase 1

Phase 2

Phase 3

Starting pointBasic strategies: Improve performance, create differentiation, take out cost

3CMD – K. Vamberszky; April 2014

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Starting point3 overlapping phases of LED transition in lighting business

Phase 1Technology is / will shortly be equivalent / competitive to existing technology

- Pioneers, small projects, learning phase

- „Bridge products“: Fluorescent luminaires with LED light sources

- Retrofit products (tubes, bulbs)

Phase 2LED technology superior, cost decrease, interesting ROI

- Growing volumes @ decreasing costs

- Dedicated LED luminaires; still in old form factor & style

- Optimized LED luminaires & supply chain

Phase 3New solutions, new features, marriage of Haitz & Moore

- New form factors, new lighting products

- Additional features; further integration; complete new systems

- New use-cases, new business models

Phase LED bulb technologies

LED luminaires


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Update LED / OLED



Starting point

AGENDA

Summary

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Update LEDThe law of Haitz is still valid

Performance

Cost

Trend towards simple solutions / cost – out / „quality tiering“

Quality of light (high tier)

TCO (total cost of ownership) (mid tier)

Mainstream (low tier)

Entry level (emerging markets)

Source: U.S. Department Of Energy Solid-State Lighting Research and Development: Multi-Year Program Plan April 2012


Source:EPIC – LED ManTech 2012

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Update OLEDWaiting for Godot – will he ever come ?

Performance

Cost

Gap to LED increases

New LED technologies start to offer similar USP´s

3 possible scenarios – depending on technology & application development

OLED Technology still very exciting … but no fast selling item and no magic bullet

Source: Cooledgelighting


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Activities Zumtobel GroupUpdate LED & OLED

LED

Central purchasing function for the Zumtobel Group with one lead buyer for LEDs / LED modules

Comparable tiering in all brands (Thorn, Tridonic, Zumtobel)

Bundling of specifications and volumes of all brands

Growing share of wallet for Tridonic

Shifting of production volumes to Asia (CoB; non-dimmable LED drivers)

OLED

Conceptual work of first office luminaires finished, but no business case yet

OLED versions of actual products foreseen in near future

Tridonic offers OLED modules and drivers, but today's volumes are small

Zumtobel Group always used minimalistic approach (only specification, qualification and finetuning /

optical outcoupling), further outsourcing of OLED activities possible

CMD – K. Vamberszky; April 2014 8

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Starting point



Update LED / OLED

AGENDA

Summary

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OLD: NEW:

activity

time

activity

time

Luminaire development

LED module dev.

LED driver dev.

LED module development

LED driver development



“Standardized” development of modules and drivers is pushing the luminaire development!

The role of standardizationInternal standardization


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The role of standardizationInternal standardization

Audi

Seat

Skoda

Volkswagen


Source: WWW

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The role of standardizationRoadmapping


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StandardizationGeneration view

e.g. Lysis (non – tunable, no sensor)

1.0 1.1 1.2 1.3

New platform

2.0 2.1 2.2

New platform

3.0 3.1 . . .

New building blocks

New building blocks


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Activities Zumtobel GroupInternal standardization

Outdoor lightingLED systems (LED module and driver) platform building and standardization of LED modules and driver done

Further development of own platform

Indoor lightingLED system standardization in progress

First LED system platforms built and used

Volume products moved to Tridonic


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The role of standardizationExternal standardization - ZHAGA

Interface between module and driver

Electro mechanical Power Interface Information Interface


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External standardizationUsage of RF controls as an example


Source: Smart lighting 2013 – Presentation greenwave technology

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Activities Zumtobel GroupExternal standardization

Zhaga

Both Tridonic and Zumtobel member of consortium

Tridonic is offering Zhaga compliant modules and enlarges this part of the portfolio

Thorn checks usage of Zhaga compliant modules in standard products

Further standardization activities

Zumtobel Group active in several other standardization consortia: DALI, Connected lighting alliance, TALQ, Lighting Europe and ZVEI/ÖVE activities

Zumtobel Group active in EC wide research programs and projects with the aim to build prototypes and test installations of future intelligent lighting systems

Other activities

First projects with leading customers asking for additional functionality


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Starting point



Update LED / OLED

AGENDA

Summary

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The role of controlsA good slogan


Source: CREE

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Lighting ControlsParadigm shift – Yes or No?

Single Luminaire

PhilipsHUE

RF solutions

Room - wide

LMS

Floor - wide

(BMS) / LMS

Building - wide

BMS / LMS

Campus - wide

BMS / LMS

1

10

100

1.000

10.000

100.000

complexsimple

Number of nodes

Residental / private

B 2 C

Professional

B 2 B


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The role of controlsThe conductor of the lighting orchestra


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Activities Zumtobel GroupThe role of controls

ControlsZumtobel has already a high number of lighting management installations (approx. 10.000 installations of Luxmate professional, Luxmate Emotion and Litenet)

First part of successor product Litecom launched at light & building 2014

Compatible with old systems, upgrade of old installations possible

Unmatched connectivity to building management systems and other field systems (BACNET, KNX, OPC, DALI)

Modern cloud solution

Easy integration of Apps (for example Sequence luminaire)

Lighting performance package launched for performance management of existing and new controls installations; allows comparison between installations and optimization as a service offer

First service packages launched

Tridonic offers / shows new basicdim easy system for single rooms, for lighting OEMs

Thorn offers / shows outdoor controls and connectivity into streetlight management systems and first samples of LiFi communication between street lanterns


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Starting point



Update LED / OLED

AGENDA

Summary

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Executive Summary

LEDs: Performance increase and price decrease will go on for the next 3-5 years; big companies with systematic approach best positioned to increase margins between fast decreasing component costs and slower price decrease in end products

OLEDs: Not ready yet; strongly depending on a fast moving application in consumer electronics to earn huge investments back; lighting alone too slow to achieve satisfying RoI

Integration potential of LEDs will be used, bringing intelligence and connectivity into the lighting and luminaires business; first in the premium segment.

Internal standardization will yield complexity reduction and cost savings mainly in standard products

External standardization is not ready yet and has difficulties to keep pace with fast technological changes along the whole value chain (LEDs, drivers, controls, interfaces)

The world of lighting controls will change significantly – but the complex lighting and building requirements do not yet match with easy to install plug‘n‘play RF solutions

Internet of things or smart lighting are no buzz-words – first installations will be seen in the next years


Documents

Zumtobel Group – Technology Update Zumtobel Group – Technology Update Vamberszky – EVP Technology and CTO Capital Markets Day 2014 April 2, 2014 - Frankfurt am Main, Germany