2. Regulation G
The attached charts include company information that does not conform to generally accepted accounting principles
(GAAP). Management believes that an analysis of this data is meaningful to investors because it provides insight with
respect to ongoing operating results of the company and allows investors to better evaluate the financial results of the
company. These measures should not be viewed as an alternative to GAAP measures of performance. Furthermore, these
measures may not be consistent with similar measures provided by other companies.
This data should be read in conjunction with previously published company reports on forms 10-K, 10-Q, and 8-K. These
reports, along with reconciliations on non-GAAP measures to GAAP are available on the Investor Center of
www.dupont.com.
Forward Looking Statements
During the course of this presentation we may make forward-looking statements or provide forward-looking information.
All statements that address expectations or projections about the future are forward-looking statements. Some of these
statements include words such as "expects," "anticipates,” "plans," "intends," "projects," and "indicates.” Although they
reflect our current expectations, these statements are not guarantees of future performance, but involve a number of
risks, uncertainties, and assumptions. Some of those risk factors include economic conditions, competitive pressures,
challenges associated with research and development, market acceptance of new products, and regulatory approval. We
urge you to review DuPont's SEC filings, particularly its latest annual report on Form 10-K and quarterly report on Form
10-Q, for a discussion of some of the factors which could cause actual results to differ materially. The Company does
not undertake to update any forward-looking statements as a result of future developments or new information.
Emerging Markets
Total emerging markets is comprised of Emerging Asia, Emerging Europe, Middle East & Africa, and Latin America. A
detailed list of all emerging countries is available on the Earnings News Release link on the Investor Center at
www.dupont.com.
2
3. Electronics & Communications
Mission in the Company
To be the leading supplier of
differentiated materials and
systems for photovoltaics,
consumer electronics, displays
and advanced printing that
enable superior performance
and lower total cost of
ownership for our customers
3
4. Electronics & Communications
Business Overview
Sales* ($B)
16-18%
PTOI Margin** (%)
15% 15% 15%
Sales Highlights:
13% • Strong Photovoltaic growth
12%
• Broad base market recovery and
6% restocking for consumer
electronics, displays and printing
>$2.5
$2.2
$2.0 $2.0
• Recovery in all regions lead by Asia
$1.9
$1.7
$1.8 Pacific
2004 2005 2006 2007 2008 2009 2010E
2010 Sales reflects continued strong demand for PV and market
recovery for Consumer Electronics, Displays and Printing
* Segment Sales include transfers.
** Excluding significant items. See company website for detailed reconciliations of non-GAAP measures 4
5. Electronics & Communications
Business Overview
2009 Sales* of $1.9B
Product End Market
Semi Fab Matls All Others
Display Matls 7% 10% Consumer
7% Electronics
Displays
Packaging & Printing 29%
High Performance 7%
Matls
Films & Laminates
30%
11%
Photovoltaics
Photovoltaic 24%
Matls Region
24%
Latin America US Advanced Printing
Semi Pkg. & Circuit 4% 19% 30%
Matls Canada
Emerging EMEA
21% 1%
4%
Developed Asia
25% Developed EMEA
22%
Emerging Asia
25%
* Segment Sales include transfers. 5
6. Electronics & Communications
Key Markets Trends & Opportunities
Market % E&C Rev 2010E Trends Opportunities
CAGR 2010-2015
Photovoltaics • Steady progress toward grid parity • Growth in thin film
• Focus on cost roadmaps • New cSi cell architectures
25-30% • Consolidation down supply chain • High growth in utility segment
• Increasing competition between
materials suppliers
Consumer • Increased speed/bandwidth, • Faster, smaller, lighter
functionality, density, miniaturization • Thinner, greener, cheaper
Electronics • Thinner, power mgmt
5-20% • Lower cost
Flat Panel • Drive for new materials for cost • Large market, but growth slowing
Displays reduction • Both in and not-in-kind materials for
• Increased functionality, thinner, lower cost reduction
8-10% power consumption • Next Generation Technology (OLEDS)
Printing • Continued consumer trends for • Consumer Packaging Group /
convenience (food-based packaging) Retailer globalization-opportunities
3-4% • Consolidation for scale and scope for growth in emerging regions
• SOHO Ink market slowing while • Continued transition to digital
network/commercial printing workflow
increasing • Ink for Network/commercial, package
printing
6
7. Electronics & Communications
Growth Opportunity: Innovation Pipeline 2009-2Q2010 progress
Development Phases
Concept Definition Proof Product Pilot Commercial
Product / Technology & Market Validation of Concept Development Launch Launch
Higher Efficiency Metallization Pastes
Tedlar® Gen III Backsheet
cSi
TP Next® Backsheet
Photovoltaics
Simplified Module Installation
Thin Film Modules
Thin Film
Front Sheet for Thin Film Modules
Higher Temperature Substrates
White Reflector Encapsulant
Gen I Ionomer Encapsulant
Next
Gen
Materials for Concentrator Systems
Wafer Level Packaging
Electronics
Black Kapton® polyimide film
Consumer/
Thermal Substrates and LED Packaging
DC Circuitry
Thermoset Coverlay
Ceramic Tape for High Frequency App.
Next Gen Fodel® PDP Conductors
Displays
Vertak® Adhesives
Active Matrix Full Color OLEDs
OLED Lighting
Advanced
Cyrel® FAST™ Round Systems
Printing
Next Gen Cyrel® FAST™ Flat Plate
Processor
Inkjet inks for Network and
Commercial Printing 7
8. DuPont Photovoltaic Solutions (DPVS)
Sales 2006-2010E
$ in Millions
Rapid Growth 1,000
• Rich pipeline of new products 800
~64% CAGR
(2006-2010)
• Recognized industry leader 600
• Capacity expansions 400
200
• Global reach
0
2006 2007 2008 2009 2010E
$1B in Sales in 2010; >$2B in 2014
8
9. Significant Growth of PV Installations
Driven by Expanding Incentives and Cost Reduction
2010 2014 Volume CAGR
Rank
Annual Installations Rank 2010-2014
1 Germany 2 (-1) 2%
2 Japan 4 (-2) 19%
3 Italy 5 (-2) 14%
4 USA 1 (+4) 57%
5 France 7 (-2) 21%
6 Spain 10 (-4) 13%
7 China 3 (+4) 43%
8 Czech 14 (-6) 6%
9 Rest of Asia 12 (-3) 23%
10 India 8 (+2) 50%
2014E
2010 0 1 2 3 4 5 6 7 2010: 12.7 GW
Total CAGR:
GigaWatt (GW) Market 24%
Source: EPIA Policy Driven Scenario, March 2010 2014: 30.0 GW
9
10. Materials for Multiple PV Technologies
Crystalline Si (c-Si) PV cells & modules
• Fastest growth in thin film Teflon® ETFE
Solamet®
Metallization
• Vertical integration by top Pastes
module producers Elvax® EVA
Tedlar® PV 2001
• Rapid growth of commercial
and utility segments Mylar® PET film
Rynite® PET resin
• Strong need for improved
module reliability
Amorphous Si (a-Si) thin film PV modules
• DuPont focus on partnerships,
enabling technologies, and Teflon® ETFE
end market requirements
DuPont™
PV5200
encapsulation
sheet
Tedlar® PV 2001
Rynite® PET resin
10
11. Industry Leading Materials
Solamet ® Tedlar ® Elvax ® & PVB
Metallization Pastes Backsheet Films Encapsulants
Market
#1 #1 #1
Position
Main
Heraeus, Ferro, Ruixing, Toyo Toray, Denka, Kolon Tosoh, Arkema, AT Plastics
Competitors
Technology
Leader Leader Leader
Position
Cost
Strong Strong Strong
Position
11
12. Consumer Electronics
Leading Supplier of Materials that: Flex Circuit Packaging Dry Film Photoresists
Kapton ® Polyimide Films Riston ®
• Allow Miniaturization
• Improve Reliability
Chip Scale Package
Green Tape™ LTCC
• Increase Functionality
• Reduce Cost
Post-Etch Removers Wafer-Level Packaging
CuSolve™ DuPont™ PerMX™ 3000
Enabling technologies for leading edge consumer devices
12
13. Consumer Electronics
Key Markets & Growth Rates
Smartphones Mobile Phones
Offering
• Polyimide Films
• Flexible Laminates
• Dry Film Photo resist
• Thick Film Pastes
Growth ~20% • Cleaners & Removers Growth ~8%
• Si Polishing Slurries
• Polymers for Advanced
Photo resists
• CMP
• Polyimide Stress Buffers
Personal Computers Digital Cameras
Growth~10% Growth ~5%
13
14. Industry Leading Innovation
Example: DuPont™ Kapton® Black Polyimide Film
Kapton® polyimide films are used for Flexible Circuit Coverlays
Kapton® MBC black polyimide film
2010 Announcements introduced throughout Asia
(January 2010 Mass-Production began)
Function: Coverlay that enables superior aesthetics
Benefits:
• Color closely matches the matte black interior of leading
Details
smartphones, notebooks, tablets
• Easy “drop-in” processing, with reduced steps
• Superior mechanical, electrical and dimensional properties
14
16. OLEDS is the Next Generation Display Technology
• Very thin (< 2 mm)
• Low power – pixels are only turned
on when needed for the image
(unlike LCD displays)
• “Perfect” blacks – high contrast
• Vivid colors – stunning picture
quality
LCD Structure
• Very fast response; ideal for video
• 180º viewing angle
OLED Structure
DuPont OLED technology can reduce display manufacturing cost significantly
16
17. Advanced Printing
Market & Technology Leadership
• Leading Industry in Sustainable Solutions
Flexographic Printing
Cyrel ® Digital FAST
• New Product Introduction
• Capacity Expansions
• Emerging Market Growth
Digital Printing Brand Protection
Cromaprint™ Systems Izon ® Authentication
Growing faster than market through innovation
17
18. Digital Printing
Value Proposition and Key Markets
Leading provider of differentiated inkjet printing solutions (polymer, dispersion and color) for
small businesses, office/networks, textile and commercial printing that enable superior quality,
lower costs and smallest environmental footprint.
Office/Network Transpromotional Labels
/ Direct Mail
Growth: ~10%
Offering
• Pigment dispersions
Growth: 10% to 20% Growth: >20%
• Inks (Artistri®, Cromaprint®)
• Support & development for printer OEMs
Small/Home Office
Commercial
Wide Format Textiles
Growth: Flat
Growth: 9% to 18%
Growth: ~12%
18
19. Flexographic Printing
Value Proposition and Key Markets
Leading supplier of systems and differentiated photopolymer-based consumables to tradeshops
and converters enabling superior quality, lower costs and smallest environmental footprint.
Flexible Packaging Tag & Label
Offering
• Photopolymer based consumables
Growth ~5% • Equipment Growth ~6-7%
• Services
• Financing
Corrugated Beverage Carton
Growth ~4-5%; primarily in emerging Asia Growth ~5%
19
20. Industry Leading Innovation
Example: DuPont™ Cyrel® FAST Round Processing Systems
Cyrel® FAST Round processing systems create high quality
flexographic print forms
Cyrel® FAST round extends Thermal Processing Portfolio
2010 Announcements
(Commercial systems available in 2011; pilot systems currently installed in EMEA)
Function: Print forms enable the printing of high impact packaging graphics
Benefits:
Details • Easy to use consumable and hardware solution
• Delivers a continuous print flexo sleeve optimized for precision printing
• Improves productivity while generating the smallest environmental footprint
20
21. Electronics & Communications
Driving Productivity to Fund Growth
Total Fixed Cost Sales/Net assets
(% of Sales)
2006 2007 2008 2009 2010E 2006 2007 2008 2009 2010E
Fixed Cost efficiency Working Capital Turns Capital Intensity
21
22. Electronics & Communications
Delivering Solutions. Delivering Growth.
Top Line Growth and Increasing Margins
• Strong position in fast growth segments of
the electronics market
• Driving productivity to fund growth
• Investing in capacity
• Commercializing robust new product
pipeline
2010-2012E Revenue Growth Rate >10%
2012E Pre-tax Margin 16-18%
22
