文档介绍：Didier TRUTT
Tubes and ponents businesses EVP, Head of Tubes
Investor Day
Page N°1 March 24, 2004
Two key announcements
Tubes March 16, 2004
Closure of the remaining United States tubes activities
at our Marion and Circleville plants
Optical Modules March 23, 2004
Outsourcing agreement with Foxconn with preferred vendor
agreement leading to a break-even 2004 operating result
as from closing
These agreements fulfill the strategic aspects
of mitments ponents in 2004
Page N°2
Tubes strategy
Strategic objectives Target Status
1 • Consolidate position •> 20% share in China in L+VLS • Done
in growing markets, in 2004
notably China • Restructure loss making US
business
• Reposition manufacturing • Achieve 80% low cost • Done
2 base on low cost countries • Concentrate on China, (85%)
Poland and Mexico
• Secure attractive client base • Secure preferred supplier • Done
3 position within TTE (in progress)
• Secure top 3 supplier position
with key OEMs
4 • Boost innovation • True Flat > 5 m units in 04 • Continuous
to generate higher mix and 10 m units in 07 progress
at low capex • Launch ProLarge
• HDTV Tubes
Page N°3
TV market: Tubes remain major technology
Rear Projector m units
LCD
Rear Projector m units Plasma m units
PDP LCD m units
Plasma m units RP
LCD m units
WW volume m units
2003 2004 2005 2006 2007
• Globally, CRT-TVs stable in volume over the next few years
• ration of alternative technologies gradual, and geographically limited
• By 2007, tube market remains worth some $ (vs. $ in 2003)
Source: i-supply, Q1-2004
TV System Tracker
Page N°4
Tubes - NAFTA: Significant drop in 2003 stabilizing until 2007
Rising TV imports from Asia in 2003
Value Bn USD
m units 26 24 24 18 18 16 15 13
2000 2001 2002 2003 2004 2005 2