OLT EU

Slides (4)

1. 1 - Qrcode

2. 2 - Ideas Which competitive landscape (“tension plot”) is most relevant for you? And where do you want to position?

   1. Theme: Q of light Landscape: Cost effectiveness My position: High Q; differentiate with price fighters

   2. Theme : connectivity Landscape : compatibility My position : support customers with system and software design

   3. High efficiency modules for specific cost uplift. Driven by TCO in typical office building My position: differentiate efficiency

   4. Value for money Get different levels of product ranges Good/Better/Best

   5. Theme Energy saving Landscape connectivity Position Lead TCO

   6. Wellbeing

   7. Time to Market Innovative approach-leadership position Be the preferid partner for new design ins

   8. Value for money Most relevant topic currently at customer’s NPS

   9. Value for money.

   10. Theme: energy savings Landscape: initial costs vs cost over time My position: cost over time, go for highest energy savings over total lifespan of product, even if initial costs are higher

   11. More aggressive benchmark storylines

   12. Time to Market

   13. Nail down more and more application spaces in MasterConnect where we are the obvious choice vs casambi

   14. Theme: Value for money Landscape: application My position: to be competitive, nowadays competition is very close to our proposition with much lower prices, sometime we have too many features for which customers don't want to pay

   15. Theme: Value for Money Landscape: Competitive landscape My Position: I we return to position of innovation leadership we are able to provide value at higher price. Alternate option with less innovation means we must reduce manufacturing costs

   16. Sustainability Key T1 agenda We lead industry but do not prove it in detail or shout load enough

   17. Theme: value for money Landscape: value for money product space is getting bigger and bigger and we struggle to be competitive there. My position: this is the area we should focus on with good enough spec products at right price

3. 3 - Ideas Which R&D topics do you lack insight and need to understand more in order to serve the market well?

   1. Roadmapping for different segments and especially (implicite) made trade offs/decision. Especially the related timing including SC aspects

   2. What technology is offering for us and how we can get competitive advantage on the market thanks this techonolgy? We need to find story why our products are better (more expensive) than competition (benchmark and USP)

   3. Emergency monitoring systems, emergency portfolio expansion, master connect improvements

   4. For first question: always go for the extremes, the "do-it-all" solutions are always subpar. Either go full left or full right, sometimes both... But never one offer that serves all, but nothing perfectly

   5. InGan technology Communication protocols

4. 4 - Freestyle