WE LEAD THE FUTURE COMPANY PRESENTATION - First Sensor

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WE LEAD THE FUTURE COMPANY PRESENTATION - First Sensor
WE LEAD THE FUTURE
COMPANY PRESENTATION
WE LEAD THE FUTURE COMPANY PRESENTATION - First Sensor
OUR EXECUTIVE BOARD
Dr. Rothweiler and Dr. Gollwitzer are experienced industry managers

                                        Dr. Dirk Rothweiler                                                             Dr. Mathias Gollwitzer
                                        CEO                                                                             CFO

                                        since Jan. 1, 2017                                                              since Aug. 10, 2015
                                        appointed until Dec. 31, 2019                                                   appointed until Aug. 9, 2022

2017   CEO, First Sensor AG                                                    2015   CFO, First Sensor AG
                                                                               2012   Vice President Group Controlling, EnBW Energie Baden-Württemberg AG
2008   Executive Vice President Optical Systems, Jenoptik AG
                                                                               2008   CFO, Mercedes-Benz France SAS
2005   Vice President Sales and Service, TCZ
                                                                               2006   Director Corporate Controlling, DaimlerChrysler AG

2000   Managing Director Asia-Pacific, Süss Microtec Co. Ltd.                  2005   CFO, DaimlerChrylser Belgium/Luxembourg NV/SA
                                                                               2002   Director Research and Technology, Daimler AG
1999   Director Sales & Marketing, Süss Microtec AG
                                                                               1999   CEO, Temic Sprachverarbeitung GmbH
1995   Project Manager for the Semiconductor Technology Division, Carl Zeiss
                                                                               1995   Director Division Controlling, Telefunken Systemtechnik GmbH
1995   Doctorate from the Department of Engineering, RWTH Aachen               1992   Expert Adviser Finance/Controlling, Deutsche Aerospace AG

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WE LEAD THE FUTURE COMPANY PRESENTATION - First Sensor
FIRST SENSOR
AT A GLANCE
WE LEAD THE FUTURE COMPANY PRESENTATION - First Sensor
OUR COMPETENCIES
With chip & packaging expertise we offer standard sensors & solutions

SEMICONDUCTOR PRODUCTION
                                             30%    STANDARD SENSORS
                                            SALES
                                            SHARE

MICROELECTRONIC PACKAGING                    70%    SENSOR SOLUTIONS &
                                                    SYSTEMS
                                            SALES
                                            SHARE

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WE LEAD THE FUTURE COMPANY PRESENTATION - First Sensor
OUR COMPETENCIES
We are an expert for photonics, pressure & advanced electronics

 40%                     45%                     15%
 SALES   Photonics      SALES   Pressure        SALES   Advanced Electronics
 SHARE                  SHARE                   SHARE

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WE LEAD THE FUTURE COMPANY PRESENTATION - First Sensor
OUR PRESENCE
We are internationally positioned

                                      76%

                   12%              SALES SHARE     12%
                                      EUROPE

                                                  SALES SHARE
                 SALES SHARE                         ASIA
                NORTH AMERICA

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WE LEAD THE FUTURE COMPANY PRESENTATION - First Sensor
OUR PRESENCE
Around the globe, we are active in three growing B2B markets

 50%                            20%                           30%
SALES SHARE                    SALES SHARE                   SALES SHARE
INDUSTRIAL                       MEDICAL                      MOBILITY

 Length Measurement            Breathing and respiration    Advanced driver assistance systems
 Radiation and Security        Dialysis                     OEM pressure sensors
 Smart Building                Endoscopy
 Industrial Process Control    Diagnostics
 Aerospace

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WE LEAD THE FUTURE COMPANY PRESENTATION - First Sensor
INDUSTRIAL AT A GLANCE
We support customers’ increasing demand for industrial automation

Sales revenues (EUR m)/CAGR             Global Electronics Market (EUR bn)
                         3.8%

                                               +/-0%        +6%              +5%            +4%

              2014              2018e           2016         2017            2018           2019
                                        Source: ZVEI

Competitors                             Strategy

                                         New APD generation for autonomous machines
                                         Expanding pressure business in Asia with H and K series
                                         Strengthening photonic business in North America

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WE LEAD THE FUTURE COMPANY PRESENTATION - First Sensor
MEDICAL AT A GLANCE
We participate in the ongoing technical progress in medicine

Sales revenues (EUR m)/CAGR              Global Medtech Market (US-Dollar bn)
                         11.7%

                                                +5.5%            +5.3%        +5.1%       +4.9%

              2014               2018e            2018            2019        2020          2021
                                         Source: Evaluate Ltd.

Competitors                              Strategy

                                          Next generation H series
                                          Increasing production capacities
                                          Growth with digital imaging

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WE LEAD THE FUTURE COMPANY PRESENTATION - First Sensor
MOBILITY AT A GLANCE
We are a strategic partner for realizing a new idea of transportation

Sales revenues (EUR m)/CAGR             Light vehicles sales volume (m)
                         7.9%

                                              +3.2%            +2.1%      +3.0%            +2.9%

              2014              2018e           2018           2019       2020                2021
                                        Source: AlixPartners

Competitors                             Strategy

                                         Volume production with new camera family
                                         Sensor fusion with Embedded ECU & software
                                          competencies
                                         Growth with commercial & special vehicles

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FINANCIAL FIGURES AT A GLANCE
We improved sales revenues, profitability and financial strength
Sales revenues (EUR m)/CAGR                  EBIT (EUR m)/CAGR
                              6.4%                                      31.9%

                                                                   10

            2014                     2018e                2014                    2018e

Net debt (EUR m)                             Earnings per share (EUR)
                         - 15.8%                                        + 0.70€

            2014                     2018e                2014                    2018e
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OUR STRATEGY FOR
PROFITABLE GROWTH
OUR STRATEGY FOR PROFITABLE GROWTH
We generate and utilize economies of scale in four dimensions

 1       Target Markets   2 Key Products & Customers   3     Forward Integration   4   Internationalisierung
                                                                                        Internationalization

                              Key                                                  Germany
                                                       Sensor System
     Industrial             Products
                          > 1 M€ p.a.                                              Europe
                                                            Sensor

     Medical
                                                           Component               North America
                             Key
                          Customers

     Mobility             > 1 M € p.a.                      Chip                   Asia

                                           Operative Excellence
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OUR STRATEGY FOR PROFITABLE GROWTH
We generate and utilize economies of scale in four dimensions

 1       Target Markets   2 Key Products & Customers   3     Forward Integration   4   Internationalisierung
                                                                                        Internationalization

                              Key                                                  Germany
                                                       Sensor System
     Industrial             Products
                          > 1 M€ p.a.                                              Europe
                                                            Sensor

     Medical
                                                           Component               North America
                             Key
                          Customers

     Mobility             > 1 M € p.a.                      Chip                   Asia

                                           Operative Excellence
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DIMENSION 1: CLEAR FOCUS ON THREE TARGET MARKETS
The industrial market is marked by smart processes
                                       Intelligent sensor systems control
                                       applications such as condition
                                       monitoring, predictive maintanance
                                       or human-machine collaboration.

                                                               Source: Sick AG

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DIMENSION 1: CLEAR FOCUS ON THREE TARGET 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.

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DIMENSION 1: CLEAR FOCUS ON THREE TARGET 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.

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

 1       Target Markets   2 Key Products & Customers   3     Forward Integration   4   Internationalisierung
                                                                                        Internationalization

                              Key                                                  Germany
                                                       Sensor System
     Industrial             Products
                          > 1 M€ p.a.                                              Europe
                                                            Sensor

     Medical
                                                           Component               North America
                             Key
                          Customers

     Mobility             > 1 M € p.a.                      Chip                   Asia

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

                      Key Customers                                                     Key Products

 Single respective product developments result in relatively large quantities and therefore sales volumes.

 Sales per head in both sales and engineering increases – our existing team will be able to handle larger revenue streams.

 „Mix & Noise“ in operations are decreased due to reduced parts variety and transactions per revenue.

 Our supply chain and own production will gain in productivity and can be managed with fewer resources per revenue.

 With higher quantities per part, our purchasing power will increase.

 With more varietal purity we increase the stability of our value creation process.

 Lead time, on time delivery and quality will improve as a result.

                           Our growth becomes more scalable and our profitability increases.

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

 1       Target Markets   2 Key Products & Customers   3     Forward Integration   4   Internationalisierung
                                                                                        Internationalization

                              Key                                                  Germany
                                                       Sensor System
     Industrial             Products
                          > 1 M€ p.a.                                              Europe
                                                            Sensor

     Medical
                                                           Component               North America
                             Key
                          Customers

     Mobility             > 1 M € p.a.                      Chip                   Asia

                                           Operative Excellence
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DIMENSION 3: CLEAR FOCUS ON FORWARD INTEGRATION
We base our forward integration initiatives on clear product roadmaps
Radiation               Pressure                             Acceleration

Optical                 Level                                Flow

                         Integrated Manufacturing Services

                                Multi Sensor Systems

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

 1       Target Markets   2 Key Products & Customers   3     Forward Integration   4   Internationalisierung
                                                                                        Internationalization

                              Key                                                  Germany
                                                       Sensor System
     Industrial             Products
                          > 1 M€ p.a.                                              Europe
                                                            Sensor

     Medical
                                                           Component               North Amerika
                             Key
                          Customers

     Mobility             > 1 M € p.a.                      Chip                   Asia

                                           Operative Excellence
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OUR STRATEGY FOR PROFITABLE GROWTH
We generate and utilize economies of scale in four dimensions

 1       Target Markets   2 Key Products & Customers   3     Forward Integration   4   Internationalisierung
                                                                                        Internationalization

                              Key                                                  Germany
                                                       Sensor System
     Industrial             Products
                          > 1 M€ p.a.                                              Europe
                                                            Sensor

     Medical
                                                           Component               North Amerika
                             Key
                          Customers

     Mobility             > 1 M € p.a.                      Chip                   Asia

                                           Operative Excellence
                                                                                                www.first-sensor.com | 29
THE FUNDAMENT: FOCUS ON OPERATIVE EXCELLENCE
We have started six core initiatives to improve our operative excellence

Top Initiatives
 T‘s & C‘s Harmonization

 Harmonized Core Processes

 OneERP                                       Implemented at 4 sites, next 2 sites in 2019

 Lead Time, On-Time Delivery, Quality         Ongoing project

 Portfolio Optimization                       Continued project execution

 Portfolio Consolidation                      Review of further product families

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THE FUNDAMENT: FOCUS ON OPERATIVE EXCELLENCE
Portfolio consolidation: Casestudy for one selected product family
                                        PRODUCTS
                                                                  Top Measures
                           A products   B products   C products
                                                                   Threshold order quantities for new products
                             11 %
                                          8%           5%
             A customers

                           products                                Minimum order quantities for existing products

                             69 %                                  Bundling of demand
                                          6%          >1%
                           customers
                                                                   Recommendation of product alternatives

                             6%           12 %        17 %         Last call options if necessary
             B customers
 CUSTOMERS

                             12 %         9%           1%

                            >1%           3%          38 %
             C customers

                            >1%          >1%           2%

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GROWTH DRIVERS
GROWTH DRIVERS
We concentrate on three growth drivers

                               LiDAR

                    Camera               Pressure

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GROWTH DRIVERS
We concentrate on three growth drivers

                               LiDAR

                    Camera               Pressure

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GROWTH DRIVER LIDAR
Main reasons for accidents are preventable human mistakes

   1 Mistakes of car drivers        63.9 %

   2 Mistakes of bicyclists         13.5 %

   3 Bad road conditions             7.7 %

   4 Mistakes of motorbike riders    7.2 %

   5 Mistakes of truck drivers       5.7 %

    6   Mistakes of pedestrians      3.5 %

    7   Technical issues             0.9 %
                                                     Source: German Federal Statistical Office 2016

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GROWTH DRIVER LIDAR
Therefore cars become more and more autonomous

  Autonomous           Level 1                Level 2                   Level 3                  Level 4                 Level 5
     Levels
                      Assisted                Partly                   Highly                     Fully                Driverless
                      Driving               Automated                Automated                 Automated

                                                                 Automatic Emergency
                Active Cruise Control
                                                                 Brake (AEB)
                (ACC)
                                        Lane Keep Assist (LKA)
                                                                                            Autopilot on Highway   Autopilot everywhere
Functionality   Lane departure
                                                                 Driver Monitoring
                                                                                            (AP)
                                        Park Assist (PA)         (DM)
                warning system
                (LDWS)
                                                                 Traffic Jam Assist (TJA)
                            +                 +                  +                     +
                Ultrasonic                                       Radar (short range)
Sensors         Radar (long range)      Surround Camera          Driver Camera              SENSOR Fusion          SENSOR Fusion
                Front Camera                                     LIDAR

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GROWTH DRIVER LIDAR
Sensors in vehicles assist the driver and provide more road safety

   Long-Range              Short-/ Medium-
                                                     LiDAR                      Camera                      Ultrasound
     Radar                   Range Radar

                                             Surround View

                           Blind Spot                                                                      Emergency
                           Detection              Mirror Replacement                                       Braking
                                                                                           Cross Traffic   Pedestrian
                                                                       Driver              Alert           Detection
          Rear Colission   Park                                        Monitoring Park
          Warning          Assist                                                          Traffic Sign    Collision
                                                                       Driver     Assist
                                                                                           Recognition     Avoidance
                                                                       Information
                                                                                           Lane Keep       Adaptive
                           Blind Spot             Mirror Replacement                       Assist          Cruise Control
                           Detection
                                                                                                           Distance
                                             Surround View                                                 Measurement

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GROWTH DRIVER LIDAR
LiDAR is an important technology for many of these safety applications

   Long-Range              Short-/ Medium-
                                                    LiDAR                       Camera                      Ultrasound
     Radar                   Range Radar

                                             Surround View

                           Blind Spot                                                                      Emergency
                           Detection              Mirror Replacement                                       Braking
                                                                                           Cross Traffic   Pedestrian
                                                                       Driver              Alert           Detection
          Rear Colission   Park                                        Monitoring Park
          Warning          Assist                                                          Traffic Sign    Collision
                                                                       Driver     Assist
                                                                                           Recognition     Avoidance
                                                                       Information
                                                                                           Lane Keep       Adaptive
                           Blind Spot             Mirror Replacement                       Assist          Cruise Control
                           Detection
                                                                                                           Distance
                                             Surround View                                                 Measurement

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GROWTH DRIVER LIDAR
Reason: LiDAR provides the highest resolution even for large distances

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

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GROWTH DRIVER LIDAR
First Sensor is an important supplier for detectors in LiDAR systems

                                                                          Source: YOLE

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GROWTH DRIVER LIDAR
In our LiDAR business we stand out through eight key respects

          1                       2                       3                       4
                        Customizing capability
 20+ years experience                            ISO TS 16949 certified    Chip & packaging
                         for die, package and
       in APDs                                   production and testing        company
                          modules in-house

          5                       6                        7                      8

                          Highest sensitivity     AEC-Q 101 qualified
    Lowest noise                                                          Innovative roadmap
                             for 905nm                APD arrays

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GROWTH DRIVER LIDAR
With our APD we have captured a leading share for more than 10 years

Single APD with     DARPA Urban Challenge; First          Industrial hybrids                Few Pixel APD-Array in SMD package
amplifier           Sensor APDs in all winning teams      (APD+TIA in one package)          for ACC / AEC-Q 101 qualified by FIS

 … 2005     2006     2007     2008     2009     2010     2011     2012       2013    2014      2015     2016     2017         2018

          12 Pixel APD-Array in                    Gesture recognition               Receiver module with        Receiver module
          ceramic package for ACC                  with 64 pixel APD-Array           APD-Array, HV, TIA, MUX,    with APD and
                                                                                     Timing discriminator        electronics
                                                                                                                 integrated in one
                                                                                                                 package

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

                    Global driver assist market will grow to $102 billion by 2030

                                                                                     2017: 94 m vehicles
                                                                                      produced (2.2% CAGR 17-22,
                                                                                      2017 IHS Markit)
                                                                                     Automotive semiconductor
                                                                                      revenue for ADAS grows with
                                                                                      20.9% (CAGR 17-22, 2017 IHS
                                                                                      Markit)
                                                                                     Estimates as high as 10% of
                                                                                      new cars with self-driving
                                                                                      features in 2020

                                                                                                  Source: Lux Research 2017

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GROWTH DRIVERS
We concentrate on three growth drivers

                               LiDAR

                    Camera               Pressure

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GROWTH DRIVER CAMERA
Besides LiDAR, cameras are irreplaceable for a safe surround view
On Board Sensor Capability                             LIDAR          Camera                     RADAR          V2X &                Map &
                                                     (Detection &   (Monitoring &               (Detection &   Cellular*            Location
                                                       ranging)     classification)               ranging)     (Information)       (Information)
Detection     Traffic objects       Car/Trucks
Performance                         Motorcycle
                                    Bicycle
                                    Pedestrian
                                    Animal
                                    Debris
              Infrastructure        Road marking
              traffic constraints   Traffic signs
                                    Traffic lights
              Path/Road             Curve
              structure             Guard rails

                                    Wall/Obstacle
                                                                                      Dynamic                                           Static
              360° View
Robustness                          Rain/Snow
                                    Fog
                                    Night
                                                                                                                                  * Depends on coverage

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GROWTH DRIVER CAMERA
They support and complement LiDAR functionalities

   Long-Range              Short-/ Medium-
                                                    LiDAR                       Camera                      Ultrasound
     Radar                   Range Radar

                                             Surround View

                           Blind Spot                                                                      Emergency
                           Detection              Mirror Replacement                                       Braking
                                                                                           Cross Traffic   Pedestrian
                                                                       Driver              Alert           Detection
          Rear Colission   Park                                        Monitoring Park
          Warning          Assist                                                          Traffic Sign    Collision
                                                                       Driver     Assist
                                                                                           Recognition     Avoidance
                                                                       Information
                                                                                           Lane Keep       Adaptive
                           Blind Spot             Mirror Replacement                       Assist          Cruise Control
                           Detection
                                                                                                           Distance
                                             Surround View                                                 Measurement

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GROWTH DRIVER CAMERA
In our camera business we stand out through eight key respects

         1                     2                     3                        4
                                             Specialist for harsh   Tailor maid solutions
Long-standing camera   Automotive network
                                            environment and low-    also possible in small-
     experience          in new markets
                                              light applications       scale production

         5                     6                     7                        8
  New industrialized                           Embedded ECU           Production and
                        Camera to system     platform for sensor    development “Made
 “Blue Next” camera
                           concept                  fusion             in Germany”
     generation

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GROWTH DRIVER CAMERA
We have many years of experience in the development of cameras

                                                                                         Quiet Wire                                               Embedded System for
                              Ethernet camera for                                        Automotive       iCAM Ethernet       Robust camera       applications like
    Analog                    monitoring/security            iCAM                      with Micrel and     interface and      for construction    surround view, mirror
 camera harsh                with high environment         reference                     Marvell PHY         integrated       machinery and       replacement, object
 environment                     requirements               camera                    switch technology       G-Sensor        special vehicles    recognition and ADAS

 … 2005         2006       2007     2008          2009     2010         2011          2012        2013      2014           2015         2016      2017          2018

           Digital front                   Digital front               LVDS-Version               Vx6640 with              2 Mpx LVDS             BLUE NEXT
               view                            view                      OV10635                  STV0991 and              camera                New camera generation
           automotive                      automotive                   AR0132 AT                 BroadRreach              OV2775                based on modular
                                                                                                                                                 platform designed for
                                                                                                                                                 volume production,
                                                                                                                                                 ASIL-conform

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GROWTH DRIVER CAMERA
With our expertise we participate in the growing camera market

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GROWTH DRIVER CAMERA
Our focus is on target customers & leads with significant annual sales

                        Segments
                                                                                                     ADAS Systems
                                        LIDAR            Cameras            Camera Systems          Multiple Sensors
                                                                                                     Sensor Fusion
Customers
            Car OEM &              Components       Customized cameras
              Tier 1

  Commercial & Special vehicles    Components,      Standard cameras,       Surround view,       Turn assist,
                                   Subsystems and   tailor made solutions   Mirror replacement, Break assist,
          OEM & Tier 1
                                   Manufacturing                            Blind spot detection Platooning,
                                   services                                                      Pedestrian recognition,
                                                                                                 Autonomous driving

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GROWTH DRIVER
We concentrate on three growth drivers

                               LiDAR

                    Camera               Pressure

                                                    www.first-sensor.com | 51
GROWTH DRIVER PRESSURE
We offer a broad range from ultra-low to high pressure sensors

                                                                   sensEdge sensors

                                           Transmitter

                     H-Family

          L-Family

      1 mbar         10 mbar    100 mbar   1 bar         10 bar    100 bar      1.000 bar
      100 Pa         1 kPa      10 kPa     100 kPa       1 MPa     10 MPa       100 MPa
      0,015 psi      0,15 psi   1,5 psi    15 psi        150 psi   1.500 psi    15.000 psi

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GROWTH DRIVER PRESSURE
We cover the value chain from chip to sensors and sensor systems

                                     Systems or OEM Products

                                                                                      Multi sensor
                                                                                       systems
                                                                         (Process)
                                                                       Transmitters
                                                          Oil filled
                                                          SSO/SSI

                                                                                                               Customer
                                         sensEdge
                                          Module
                      dry package
                      L/H-Platform

          Component

   Chip

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GROWTH DRIVER PRESSURE
Our pressure sensors business is driven by megatrends, too

          Smart Factory                                                           Smart Health                                      Green Mobility

         Global market ($100 mn)                                                                                                Global light vehicle assembly &
                                    Source: MarketsAnd Markets, KESSIA
                                                                                Global market ($100 mn)
                                                                                                                             share of alternative drives (mn units)

                             566

                                                                                                                                                                      Source: PwC Autofacts
                 513
   462                                                                                                                                     10%
                                                                                                                               3%          10%
                                                                                                                                           2018       50%
                                                                                                                                                      2020

                                                                                                          Source: Statista
                                                                                                    142
                                                                                        98                                                 101         108
                                                                         65                                                    93

  2016          2018         2020                                        2016           2018       2020                      2016         2018         2020

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FINANCIAL KEY FIGURES
9M INTERIM REPORT
FINANCIAL KEY FIGURES
We reported sales up 6.4% on the previous year’s figure
Total sales in € million
                                                                     115.1

       82.1                 92.2      102.6     114.8     108.2

     9M 2013               9M 2014   9M 2015   9M 2016   9M 2017   9M 2018

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FINANCIAL KEY FIGURES
Demand in Industrial, Medical & Mobility markets increases constantly

Sales by target market in € million                       INDUSTRIAL    MEDICAL      MOBILITY

                                                 114.8                             115,1
                                                               108.2
                                        102.6
           92.2                                  36.8                              31.5
                                                                32.3
                                       29.2
          25.8
                                                                                   25.8
                                       17.3      24.1           20.4
          15.6

          50.8                         56.2      53.8           55.5               57.8

        9M 2014                       9M 2015   9M 2016       9M 2017             9M 2018

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FINANCIAL KEY FIGURES
We are moving forward with our internationalization

Sales by region in %

                   0,4%                                  0,4%                                     0,4%                            0,7%

                9,7%                                  8,6%                                    9,9%                            11,9%
         5,2%                                  7,6%
                                                                                      10,5%
                                                                                                                      11,9%
                                                                                                                                                49,7%
                          52,3%                                        50,6%                                  50,9%
       32,4%                                  32,8%                                   28,3%                            25,8%

                9M 2015                               9M 2016                                 9M 2017                           9M 2018

         DACH region         Rest of Europe            North America           Asia           Rest of World

                                                                                                                                         www.first-sensor.com | 58
FINANCIAL KEY FIGURES
     Our strategy for profitable growth shows first results in the EBIT line
10                                                                                                            8,0 %
        EBIT in € million      EBIT margin in %              7.3%                      7.5%
9                                                                     6.9%                                    7,0 %

8
                                                                                                              6,0 %
7                           5.1%
                                                                                                              5,0 %
6          4.3%
5                                                                                                             4,0 %

4
                                                                                                              3,0 %

3
                                                   2.2%
                                                                                                              2,0 %
2
                                                                         11.8 %
                                                                       10.1 %                                 1,0 %
1                              4.7                            8.4
           3.5                                      2.3                 7.5            8.6
0                                                                                                             0,0 %
         9M 2013             9M 2014              9M 2015   9M 2016   9M 2017       9M 2018

                                                                                  www.first-sensor.com | 59
FINANCIAL KEY FIGURES
  This success is also reflected by our net profit and earnings per share

6000   Net profit for the period in € million   Earnings per share (EUR)                        0.55
                                                                            0.54
5000

4000

3000
                                                                                      0.28
                                    0.23
2000

1000          0.12
                                                        0.02
               1.4                   2.6                 0.4                 5.9       3.0       5.7
  0
            9M 2013               9M 2014              9M 2015             9M 2016   9M 2017   9M 2018

                                                                                                www.first-sensor.com | 60
FINANCIAL KEY FIGURES
Our working capital is up due to higher stocks securing further growth
Working Capital in € million
                                                               41.1         44.5
                                          39.2      40.0

                                 31.6
          29.0

        9M 2013                9M 2014   9M 2015   9M 2016   9M 2017     9M 2018

                                                                       www.first-sensor.com | 61
FINANCIAL KEY FIGURES
Therefore our operating cash flow is further reduced
Operating cash flow in € million

         10.4

                                                         8.8
                               7.9

                                             102.6
                                      92.2                         5.6

                                                                               4.1

      9M 2013               9M 2014          9M 2015   9M 2016   9M 2017   9M 2018
                                              -1.1
                                                                           www.first-sensor.com | 62
FINANCIAL KEY FIGURES
At the same time we improved our free cash flow slightly
Free cash flow in € million
                                                   5.0
         4.0
                               3.2

       9M 2013                9M 2014   9M 2015   9M 2016   9M 2017    9M 2018

                                                                        -2.0
                                                            -2.3

                                         -5.3

                                                                      www.first-sensor.com | 63
FINANCIAL KEY FIGURES
         In total we have continously improved our financial strength
90.000                                                                                   86.3
           Shareholders' equity in € million   Equity ratio in %              80.2
80.000                                                              76.8
                                     73.9          73.1
              71.2
70.000

60.000
                                                                                        53.3
50.000                                                             49.7      50.7
             48.3                   49.0          49.2
40.000

30.000

20.000

10.000

    0
            9M 2013               9M 2014        9M 2015           9M 2016   9M 2017   9M 2018

                                                                                        www.first-sensor.com | 64
FINANCIAL KEY FIGURES
This is also reflected by a reduced net debt
 Net debt in € million
         35.0                       36.1

                          31.2
                                              29.4
                                                        27.5        26.9

       9M 2013           9M 2014   9M 2015   9M 2016   9M 2017   9M 2018

                                                                 www.first-sensor.com | 65
THE SHARE
FIRST SENSOR SHARE
Despite turbulences at stock exchanges our share is back on track
180,00                                                                                                         First Sensor            TecDAX            Prime All Share

160,00

140,00

120,00

100,00

 80,00

 60,00
   01.12.2017   01.01.2018   01.02.2018   01.03.2018   01.04.2018   01.05.2018   01.06.2018   01.07.2018   01.08.2018         01.09.2018    01.10.2018        01.11.2018

                                                                                                                                                 www.first-sensor.com | 67
FIRST SENSOR SHARE
Our main investor is considering to sell its shares; we have assigned
Goldman Sachs to accompany this process

Key facts*
Market Cap:                     € 189.5 m
Traded Stocks/Day:                  22,897
30 Day High:                        €19.75
30 Day Low:                         €14.00
Index Ranking Free Float
                                          60
Market Capitalization:
Index Ranking Turnover:                   48

                           * November 15, 2018

                                                                www.first-sensor.com | 68
FINANCIAL CALENDAR
FINANCIAL CALENDAR
The Oddo BHF Forum in Lyon is your next possibility to meet us

When?*           What?

10./11.01.2019   Oddo BHF Forum 2019, Lyon

19./20.02.2019   Oddo BHF German Conference 2019, Frankfurt

21.03.2019       Annual Report 2018 & Press Conference, Berlin

03.05.2019       Annual General Meeting 2019, Berlin

14.05.2019       Interim Report Q1 2019

14./15.05.2019   German Spring Conference 2019, Frankfurt

14.08.2019       6M Financial Report 2019

14.11.2019       Interim Report Q3 2019

                                     *As we can not rule out the possibilities of delays, we recommend that you consult the latest set of dates at www.first-sensor.com.

                                                                                                                                            www.first-sensor.com | 70
WE LEAD THE FUTURE

This presentation contains forward-looking statements. This presentation does not represent any solicitation to purchase shares of
First Sensor AG. Rather it is intended exclusively for information purposes with regard to possible future developments at the
company. All future-oriented information in this presentation was produced on the basis of probability-based planning and
represents statements regarding the future which cannot be guaranteed. Rounding differences may occur.

First Sensor AG, Investor Relations
T +49 30 63 99 23 760
E ir@first-sensor.com
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