2015 INVESTOR & ANALYST DAY

Doug BrittPresident Industrial and Emerging Industries, Flextronics

May 6, 2015

LightingIndustrialSemiconductor and Capital Equipment

Test and MeasurementOffice Solutions

IEI Broad Market Coverage

Energy

1

$4.46Brevenue in FY15 an 18%

increase over FY14

Increased from 7 to 13

accounts with >100M in

revenue23

accounts with double digit

growth 12

accounts with triple digit

growth

>$1.6Bof new

manufacturing business wins

44new accounts

185 new program

ramps

17%revenue

contribution to Flextronics

total business

IEI Results in FY15

On track for double digit growth in FY16

2

The Digitalization Era

Self-actualizationCreativity, Problem Solving, Authenticity, Spontaneity

EsteemSelf-Esteem, Confidence, Achievement

Social needsFriendship, Family

Safety and Security

Physiological needs (survival)Air, Shelter, Water, Food, Sleep, Sex

Connectivity(Wifi, bluetooth…)

Basic Human Needs

Abraham Maslow1943

2015

Connectivity is an enabler to win…

3

Improve current business Enable new revenueReduce cost

The Industrial Market is Digitizing……Industrial Revolution 2.0

4

Innovation Services and Solutions Connected City

Security & ComputingController with varying processing power. Key vendors (QCOM, TI, Freescale, Intel)…

Sensors and ActuatorsDifferent sensors (Environmental, Biometric, IMU)…

ConnectivityBecoming more integrated with MCU with focus on (WiFi, ZigBee, BLE, Sigfox, GSM)…

Human Machine InterfaceWide selection of HMI solutions for displays, buttons, gesture, biometric

Battery & PowerLow power applications with trends for battery less devices and energy harvesting…

Smart SoftwareFocus on Big Data Analytics for IIoT with interest from GE, MSFT, Google, FB, …

Improve current business Enable new revenueIndustrial Smart HomeReduce cost

Flexible Technologies & MiniaturizationMiniaturized electronics and flexible circuits

5

SMART Technologies and Flextronics

Design Supply Chain Optimization Manufacturing

6

SMART kappVideo

7

WindowControls

Water Heater

HVAC

Lighting &Fan Controls

Door LocksHome Appliances Pool

EquipmentSmartIrrigation

Innovation and Manufacturing in Industrial Home and Lifestyle Markets

8

Nautilus and FlextronicsInnovation and Manufacturing Technology-Driven Win

Leveraged Cross Segment Learnings

Developed a Targeted Solution for Nautilus

9

Bissell and FlextronicsSupply Chain Consolidation and Sketch to Scale Solution

Developed a proactive solution for Bissell

Established a strategic partnership

Deliveredtransformativevalue to Bissell

10

BissellVideo

11

KitchenAid, Nespresso and Flextronics PartnershipLeveraging Flextronics Sketch to Scale to Support New Revenue for Two Customers

Mechanical DesignHuman Machine Interface

Design Coffee Brewer Integration

Supply Chain Optimization

Sketch to Scale Manufacturing

12

KitchenAidVideo

13

Innovation and Manufacturing in Energy Market

Design, Engineering and Manufacturing Partner for

Leading Global Electric Meter Companies

Over 25% of North American Electric Meters Produced for

all Major OEM’s

Energy Management

Largest Manufacturer of Crystalline Silicon Solar Silicon Modules, Outside China, with

1.7 GW/Year Capacity

Largest Manufacturer of Micro-Inverters in the World with over

10 million Shipped To-Date

Renewable Energy

Full Spectrum Capabilities to Support Residential,

Commercial and Utility Scale Products

Design, value engineering, Manufacturing and Cost Optimization Through

Alternate Materials Systems

Energy Storage

14

EXPANDKey growth markets and customers

GROWDouble digit

growth in Industrial sales

GENERATE4%-6%

operating profitfor IEI business

INCREASE% revenue

contribution to Flextronics

total business

IEI Growth Trajectory

15