First Sensor AG

Investor Presentation • Feb 21, 2018

COMPANY PRESENTATION

12TH ODDO BHF GERMAN CONFERENCE 21ST & 22ND FEBRUARY, 2018

OUR EXECUTIVE BOARD Dr. Rothweiler and Dr. Gollwitzer are experienced industry managers.

Dr. Dirk Rothweiler CEO

since Jan. 1, 2017

• CEO, First Sensor AG
• Executive Vice President Optical Systems, Jenoptik AG
• Vice President Sales and Service, TCZ
• Managing Director Asia-Pacific, Süss Microtec Co. Ltd.
• Director Sales & Marketing, Süss Microtec AG
• Project Manager for the Semiconductor Technology Division, Carl Zeiss
• Doctorate from the Department of Engineering, RWTH Aachen

Dr. Mathias Gollwitzer CFO

since Aug. 10, 2015

CFO, First Sensor AG Vice President Group Controlling, EnBW Energie Baden-Württemberg AG CFO, Mercedes-Benz France SAS Director Corporate Controlling, DaimlerChrysler AG CFO, DaimlerChrylser Belgium/Luxembourg NV/SA Director Research and Technology, Daimler AG CEO, Temic Sprachverarbeitung GmbH Director Division Controlling, Telefunken Systemtechnik Gmb Expert Adviser Finance/Controlling, Deutsche Aerospace AG

FIRST SENSOR AT A GLANCE

OUR COMPETENCE We are an expert for semiconductor production.

OUR COMPETENCE

And possess extensive experience in micro systems technology.

OUR COMPETENCE

We combine these competences with profound system expertise.

Form factor

OUR COMPETENCE Thereby, we cover the entire value chain of sensor technology.

Connecting microelectronic and non-electronic micro components to a housing

• Consists of a sensor chip, a housing and electronics

• The measurement signal can be calibrated

• Measures and preprocesses data

• communicates with other systems

Detect Detect & Understand

OUR RANGE OF SERVICES

We develop and produce standard products and sensor solutions.

OUR MARKETS We focus on the growth markets Industrial, Medical and Mobility.

OUR MARKETS The industrial market is marked by smart processes.

OUR MARKETS The medical market is characterized by miniaturization & digital health.

Devices in the nanometer range for new applications, e.g. ventilators for home use, are no longer merely visions of the future.

OUR MARKETS The mobility market is driven by a new idea of transportation.

The trend towards partially and fully autonomous vehicles is possible only thanks to sensor-based driver assistance systems.

OUR PRESENCE We grow in our core market as well as in high potential sales regions.

STRATEGIC PERSPECTIVE FOR PROFITABLE GROWTH

OUR STRATEGY FOR PROFITABLE GROWTH We generate and utilize economies of scale in 4 dimensions.

OUR STRATEGY FOR PROFITABLE GROWTH We generate and utilize economies of scale in 4 dimensions.

DIMENSION 1: CLEAR FOCUS ON OUR TARGET MARKETS We participate in above average growth markets.

OUR STRATEGY FOR PROFITABLE GROWTH We generate and utilize economies of scale in 4 dimensions.

DIMENSION 2: CLEAR FOCUS ON KEY PRODUCTS In the next years, we will grow with existing and new key products.

DIMENSION 2: CLEAR FOCUS ON KEY CUSTOMERS In the next years, we will grow with existing and new key customers.

DIMENSION 2: CLEAR FOCUS ON KEY PRODUCTS & CUSTOMERS Why is this efficient?

Our growth becomes more scalable and our profitability increases.

OUR STRATEGY FOR PROFITABLE GROWTH We generate and utilize economies of scale in 4 dimensions.

DIMENSION 3: CLEAR FOCUS ON FORWARD INTEGRATION We base our forward integration initiatives on clear product roadmaps.

OUR STRATEGY FOR PROFITABLE GROWTH We generate and utilize economies of scale in 4 dimensions.

DIMENSION 4: CLEAR FOCUS ON INTERNATIONALIZATION We will participate in the solid growth* of our targeted sales regions.

OUR STRATEGY FOR PROFITABLE GROWTH We generate and utilize economies of scale in 4 dimensions.

We concentrate on five core initiatives. THE FUNDAMENT: FOCUS ON OPERATIVE EXCELLENCE

Top Initiatives
 Lead Time, On-Time Delivery, Quality
 Core Processes
 OneERP
 T's & C's Harmonization
 Portfolio Optimization

WITH THIS APPROACH TOWARDS PROFITABLE GROWTH WE ALREADY EXCEEDED OUR TARGETS FOR 2017.

GROWTH DRIVER LIDAR LiDAR is a relevant factor within our strategy for profitable growth.

Main reason for accidents are preventable human mistakes.

Sensors in vehicles assist the drivers and provide more road safety.

LiDAR is an important technology for many of these safety applications.

Reason: LiDAR provides the highest resolution even for large distances.

		Radar			Cameras
Criteria	LIDAR Short Long (pulsed ToF) distance distance		Ultra-sonic	Mono	Stereo	PMD
Max range (m)	150 -250	55 - 100	150 - 200	2 - 4	40 - 60 (120 coarse)	60	7 - 10
Min range (m)	1	0,25 - 1	1	0.25	0.3	0.3	0.3 – 0.8
Precision (m)	0.1 (newer: 0.04)	0.25 – 0.75	0.3 – 3.75	Very good	3	0.2 – 0.3	good
Velocity measurement	Indirectly via distance t1-t0	directly via Doppler effect		hardly	hardly	Indirect via dist.	Indirect via dist.
Horizontal field of view	30° - 180°	55° Scan: 120°	16°, Scan: 60°	60°	45° - 190°	45°	40 - 69°
Horizontal resolution	0.01° - 1°	10.5°	3.5°	bad	< 0.1° - 0.3°	< 0.1°	0.2°
Vertical field of view	3° - 16°	3° - 13°	3° - 13°	30°	45°	45°	40 - 56°
Vertical resolution	0.8° - 1°	4.5°	4.5°	bad	< 0.1°	< 0.1°	0.2°

Besides LiDAR, cameras are irreplaceable for a safe surround view.

	On Board Sensor Capability		LIDAR (Detection & ranging)	Camera (Monitoring & classification)	RADAR (Detection & ranging)	V2X & Cellular* (Information)	Map & Location (Information)
Detection	Traffic objects	Car/Trucks
Performance		Motorcycle
		Bicycle
		Pedestrian
		Animal
		Debris
	Infrastructure traffic constraints	Road marking
		Traffic signs
		Traffic lights
	Path/Road	Curve
	structure	Guard rails
		Wall/Obstacle			Dynamic		Static
	360° View
Robustness		Rain/Snow
		Fog
		Night

* Depends on coverage

GROWTH DRIVER LIDAR In LiDAR systems different components work hand in hand.

Source: Velodyne

First Sensor is an important supplier for the detectors in LiDAR systems.

With our APD we have captured a leading share for more than 10 years.

GROWTH DRIVER LIDAR Therefore we will participate in the growth of the driver assist market.

GROWTH DRIVER LIDAR In this growing mobility market LiDAR will play the most important role.

Source: Goldman Sachs Global Investment Research

GROWTH DRIVER LIDAR But LiDAR also has applications in the industrial market, e.g. logistics…

GROWTH DRIVER LIDAR …mapping and construction…

GROWTH DRIVER LIDAR …and traffic control & security.

THE SHARE

FIRST SENSOR SHARE Currently, our free float amounts to nearly 59 percent.

FIRST SENSOR SHARE

Increase of 50% while the DAX increased by 13% over the year 2017.

FINANCIAL CALENDAR

Financial Press Conference & Capital Market Day: Meet us on March 22.

When?	What?
March 22, 2018 8.00 a.m.	Annual Report 2017
March 22, 2018 10.00 a.m.	Financial Statement Press Conference & Capital Market Day
May 14, 2018	Interim Report Q1 2018
May 23, 2018	Annual General Meeting 2018, Penta Hotel, Grünauer Str. 1, 12557 Berlin
August 13, 2018	6-Month Financial Report 2018
November 12, 2018	Interim Report Q3 2018
November 26-28, 2018	German Equity Forum 2018

FIRST SENSOR AG

Contact

Mail to: corinna.krause@first-sensor.com Corinna Krause, Director Corporate Communications & Investor Relations Phone: + 49 30 639923 571