13_2PVEC_Applied_Materials_Charles_Gay.pdf

External Use SunFab Solar Complete Manufacturing Lines for Large Scale Tandem Thin Film Technology 2nd PV Production Equipment Conference January 16, 2008 Shenzhen Dr. Charles F. Gay External Use 2 Safe Harbor Statement This presentation contains forward-looking statements, including those relating to Applied’s Energy Environment business, solar strategy, strategic position, product capabilities and customer contracts, and the solar industry outlook. These statements are subject to known and unknown risks and uncertainties that could cause actual results to differ materially from those expressed or implied by such statements including, without limitation: broadening of demand in the solar industry, which is subject to many factors, including global economic and market conditions, the cost-effectiveness and performance of photovoltaic (PV) products, technological innovations, availability and cost of raw materials such as silicon, evolving industry standards, changing customer and end-user requirements, government incentives and geopolitical uncertainties; Applied’s ability to successfully (i) anticipate demand and capitalize on opportunities in the PV market, (ii) adapt existing products and develop and commercialize new products and services that enable increased solar cell efficiency and lower cost, (iii) manage its supply chain and production capability, (iv) recruit, incentivize and retain key employees, (v) obtain and protect intellectual property rights, and (vi) integrate acquired businesses; and other risks described in Applied’s SEC filings. All forward-looking statements are based on management’s estimates, projections and assumptions as of January 16, 2008, and Applied undertakes no obligation to update any such statements. External Use 3 Solar Manufacturing Solutions Leadership Crystalline Silicon Preferred for residential applications Increasing product set focused on cost enablers Technology leadership – thin wafers, efficiency