WE LEAD THE FUTURE

COMPANY PRESENTATION

OUR COMPETENCE Pattern recognition is our very first core competence.

OUR COMPETENCE Semiconductor production puts this competence into products.

OUR COMPETENCE Microelectronic technology comprises our second core competence.

OUR COMPETENCE

We link our two competences in order to design sensor systems.

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

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

OUR MARKETS

The industry needs sensors for autonomous interaction between products and processes.

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

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 MARKETS

Pressure sensors are important for driver assist systems.

OUR MARKETS

Optical sensors are irreplaceable for autonomous driving.

Main reason for accidents are preventable human mistakes.

Therefore cars become more and more autonomous.

Autonomous Levels	Level 1	Level 2	Level 3	Level 4	Level 5
	Assisted Driving	Partly Automated	Highly Automated	Fully Automated	Driverless
Fuctionality	Active Cruise Control (ACC) Lane departure warning system (LDWS)	Lane Keep Assist (LKA) Park Assist (PA)	Automatic Emergency Brake (AEB) Driver Monitoring (DM) Traffic Jam Assist (TJA)	Autopilot on Highway (AP)	Autopilot everywhere
Sensors	+ Ultrasonic Radar (long range) Front Camera	+ Surround Camera	+ + Radar (short range) Driver Camera LIDAR	SENSOR Fusion	SENSOR Fusion

LiDAR and Cameras are irreplaceable for autonomous cars.

They provide a good detection performance and a safe surround view.

	On Board Sensor Capability			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

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 AUTONOMOUS DRIVING This advantage drives automotive and industrial applications.

− Safety, comfort and cost reduction infrastructure drive development of partly or fully autonomous vehicles
− First adaptation: special vehicles
− Large volume: passenger car
− Mix of mature and emerging applications
− Industrial applications include
→ Unmanned guided vehicles UGV
→ Security scanners
→ Mapping applications
→ Range finding (point measurement)

STRATEGIC PERSPECTIVE FOR PROFITABLE GROWTH

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

DIMENSION 1: CLEAR FOCUS ON OUR TARGET MARKETS Our target markets are growth markets

DIMENSION 1: CLEAR FOCUS ON OUR TARGET MARKETS We participate in this market growth

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

DIMENSION 2: CLEAR FOCUS ON KEY CUSTOMERS & PRODUCTS 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.

DIMENSION 3: CLEAR FOCUS ON FORWARD INTEGRATION One example is a multi sensor system for HVAC applications

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

DIMENSION 4: CLEAR FOCUS ON INTERNATIONALIZATION We generated further growth in our key sales regions

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

Our current core initiatives THE FUNDAMENT: FOCUS ON OPERATIVE EXCELLENCE

FINANCIAL KEY FIGURES

We are clearly on a path of growth FINANCIAL KEY FIGURES

3.0 5.7 10.7 11.6 12.0 13.8 16.0 32.6 37.0 38.5 30.2 45.2 65.1 111.9 108.5 124.0 137.7 150.1 147.5 150-160* 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 * Guidance 2018 Going Public Acquisition Lewicki Microelectronic GmbH Acquisition Microelectronic Packaging Dresden GmbH Foundation Silicon Micro Sensors GmbH Acquisition First Sensor Technology GmbH Acquisition Sensortechnics GmbH & MEMSfab GmbH All companies merge under the umbrella of the First Sensor brand Launch OneERP sales in € million

FINANCIAL KEY FIGURES To strengthen our profitability is just as important as sales growth

FINANCIAL KEY FIGURES Q1 sales with € 34.5 million on level of previous year

Production recorded decreased output due to the introduction of a new ERP system for company management.

As a result the booked order volume was not produced in full.

This is also evident in our order backlog, which at €97.3 million is €4.8 million up on the fourth

FINANCIAL KEY FIGURES Reduced output is evident in order backlog of €97.3 million

Order backlog with €97.3 million €4.8 million up on the fourth quarter of 2017; € 8.4 million up on the first quarter of 2017

FINANCIAL KEY FIGURES Further growth in all target markets over the course of the year

FINANCIAL KEY FIGURES DACH region still the most important market

FINANCIAL KEY FIGURES EBIT-Margin 3.1 % due to reduced economies of scale and growth costs

FINANCIAL KEY FIGURES Cash flow items improve slightly year-on-year

FINANCIAL KEY FIGURES

Consolidated balance sheet almost unchanged

Comments

increase in inventories of around €2.8 financed with cash and cash equivalents to allow improvement in delivery capability

Net debt with €25.2 million slightly lower than in the previous year (PY: €27.3 million)

Equity increased to €82.1 million (PY: €78.7 million)

Equity ratio 51.5% (PY: 50.9%)

FINANCIAL KEY FIGURES

Growth-driven investments in expanding personnel levels

FINANCIAL KEY FIGURES Order intake still on high level, book-to-bill indicates further growth

Incoming orders totaled €39.3 million. As an important growth indicator, our book-to-bill ratio thus came to 1.14 as at the reporting date.

Due to reporting date factors driven by the lower output in connection and the alignment of the ERP system, the order backlog also increased. It now totals €97.3 million.

FINANCIAL KEY FIGURES Management confirms guidance 2018

FURTHER INFORMATION

FURTHER INFORMATION Executive Board

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

FURTHER INFORMATION Financial Calendar 2018

When?	What?
13.08.2018	6-Month Financial Report, https://webcasts.eqs.com/firstsensor20180813
12.11.2018	Q3 Interim Report, https://webcasts.eqs.com/firstsensor20181112
26./27.11.2018	Analyst' Conference: German Equity Forum, Sheraton Airport Hotel, Frankfurt am Main

FURTHER INFORMATION First Sensor Share