1. Avnet Analyst Day 2010
Performance & Potential
Avnet, Inc.
December 15, 2010
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2. Electronics Marketing
Harley Feldberg
President, Electronics Marketing
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3. Agenda
• Our Mission
• Market Opportunity
• Who We Are
• Growth Opportunities
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4. Our Mission
Avnet Electronics Marketing will be the most
successful electronic components distributor in
the world by providing our customers & suppliers
best-in-class design chain and supply chain
solutions.
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5. Market Opportunity

6. 2011 Sizable Revenue and GP Opportunity
TAM ~ DTAM ~ Channel GP$
$204 B $9 B $900 M
Large
$73 B $49 B $6 B
Medium
$14 B $14 B $4 B
Small
$291 B $72 B $ 10.9 B
Our global footprint positions us for strong share gain
Source: Avnet EM
TAM Sources: Electronics Outlook, Bishop, Fleck, Gartner, iSupply, Paumanok, SIA (Rev 11/5/10)
DTAM/GP: Avnet EM estimates for independent franchise distribution
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7. Design To Consumption – All Regions Matter
Semiconductor Design TAM by Region Semiconductor Consumption by Region
2009 2009
The winning formula for components
distribution requires strength in both
Source: Avnet EM BIO, Gartner, iSuppli
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8. Projected Components Growth through 2013
Semiconductors w/o MPUs, DRAMs or Flash Interconnect, Passive and Electromechanical
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9. Growth Forecasted in All Regions
2010 – 2013 Component TAM Growth Forecast
Equates to
approximately
$27B of DTAM
Growth
Sources: Bishop, Electronics Outlook, Fleck, Gartner, iSuppli, Paumanok, SIA (Rev: 11/2010)
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10. Who We Are

11. Experienced EM Global Leadership Team
Patrick Zammit Ed Smith Harley Feldberg Stephen Wong Tom McCartney
EMEA Americas President, EM Global Asia Japan / IP&E
Gerry Fay Ravi Kichloo Tim Barber Beth Ely Sean Fanning Bill Crowell Dayna Badhorn
Supply Chain Semiconductor Design Chain Avnet Express Marketing & Finance Strategic Planning
Global & Strategic Business Dev. Business Dev. Communications
Accounts
Average 20+ years of industry experience
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12. Unique Market Position
A balanced approach…
EM FY01 EM FY05 EM FY10
Americas 67% Americas 40% Americas 31%
EMEA 28% EMEA 38% EMEA 35%
Asia 5% Asia 22% Asia 36%
$8.3B $6.3B $14.4B
With all regions achieving financial metrics
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13. Specialized Customer Support
AVNET SERVICE AMERICAS EMEA ASIA Japan
Avnet United
Supply Chain Avnet Velocity
Solutions
& Logistics Tier 1
Tier 2 Avnet EM
Avnet Memec
EBV
Silica
Avnet EM
Avnet Memec
Avnet EM
Avnet Unidux
Design Chain
Avnet Embedded Avnet Abacus
& Supply Chain Avnet Memec
Solutions Avnet Embedded
Tier 3
Core
Distribution Tier 4 Avnet Express
Optimizing our value prop for our customers and suppliers
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14. Focused on Profitable Growth
Our strong fundamentals maximize profitable growth…
- Leadership
- Scale & Scope
- Growth Strategies
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15. Growth Strategies

16. The Winning Formula
Global Strategies
Design Chain Solutions
Supply Chain Solutions
Asia
Japan
E-Commerce
IP&E
Embedded
Execute these strategies using:
Our strengths as an industry leader
Our global scale and scope
Our ability to invest
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17. Avnet Electronics Marketing: Global Strategies
Design Chain, Migration to Solutions Tim Barber
Global Strategic Imperative Why It Matters…
• We will offer the most compelling • Design TAM is dispersed Worldwide
Demand Creation value proposition • Suppliers are narrowing their focus
for both customers and suppliers both with customers and technology
–EM Design Chain Opportunity: offering
–Design Chain: approximately • Customers want solutions, not just
35% of our business parts
–Over 800 Engineers Worldwide • Affords us higher margins
–Greater than 45K Design Wins • Customer entanglement
Annually
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18. Avnet Electronics Marketing: Global Strategies
Supply Chain Solutions, Complex and Global
Gerry Fay
Global Strategic Imperative Why It Matters…
• We will continue to develop leading- • Innovative Solutions Developed to
edge supply chain strategies to meet Leverage the Core Business
more complex customer demands • Extends ROI of Demand Creation
– Avnet United: Global Business Mgmt Investments in the West
– Business Migration: Linking inter- • Leverages our Scale and Scope
regional design and fulfillment • Customer Entanglement
– Avnet Velocity: Tier I Fulfillment-only
Services
– Complex Supply Chain Solutions
influences approximately 15% of
our business
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19. Avnet Electronics Marketing: Global Strategies
Growing in Asia, Profitably Stephen Wong
Global Strategic Imperative Why It Matters…
• Drive a leading distribution model in • Continue organic investments in growth
Asia that effectively balances a focus segments
on EP generation with an aggressive • Broad Coverage
investment in regional growth • Achieving financial metrics
–Develop effective connections with • Strong leadership with acquisition and
other regions to create a globally integration experience
differentiated value for EM • Significant M&A opportunities
• Peer Group ~ $26B DTAM
–Invest in, and develop, infrastructure
that gives us scale and productivity
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20. Avnet Electronics Marketing: Global Strategies
Japan, Significant Market Opportunity Tom McCartney
Global Strategic Imperative Why It Matters…
• We will continue to develop our • Japan Design influences 20% of
business in Japan financially and global spend
operationally • Large fragmented market,
–Pursue additional acquisitions or Independent DTAM is approximately
alliances to create scope and $12B
scale • Significant M&A opportunities
• Customer Supply Chain Complexity
Increasing
• Enables further supplier
collaboration on global engagements
Top 32 Distributors
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21. Avnet Electronics Marketing: Global Strategies
e-Commerce, Broadening Reach and Services Beth Ely
Global Strategic Imperative Why It Matters…
• Expand our e-commerce offering to • Margin Enhancement
enable “speed and convenience” • Customer Expansion
procurement of high-profit, low- • On-line Engineering Support
volume orders • Expanded Service Offering for Speed and
–Common global e-commerce Convenience
engine (IT)
$14 Billion
–Online engineering for NPI small customer DTAM
–Regional customer interface opportunity
models
– Local Language
– Local Currency
– Local Inventory
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22. Avnet Electronics Marketing: Global Strategies
IP&E Expansion, Selling Across the Board
Tom McCartney
Global Strategic Imperative Why It Matters…
• We will expand our “share of wallet” • Margin Enhancement
by further leveraging and extending • Fragmented Distribution Channel
our industry leading IP&E Portfolio provides Acquisition Opportunity
– Specialized Resources in all regions • Supplier Channel Consolidation
– Critical element of Solution Selling • Estimated $12B DTAM
Strategy
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23. EM Global Strategy:
Embedded, The Design Evolution
Global Strategic Imperative Why It Matters…
• Define and launch Avnet EM’s • Solution Selling Strategy
Embedded strategy regionally and • New Integration Service Models
globally
– Implement a globally aligned • Displays
Estimated $50B
strategy, incubated regionally, to • Embedded Boards TAM
extend EM’s value proposition in • HDD
Embedded products
– Ensure the successful integration
of Bell business
Sources: Gartner, IDC, iSuppli, (*Without TVs and Monitors), Avnet BIO Estimates
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24. Avnet’s Customer Touch Points…Expanding
Chip Level System Level Embedded Solution Level
• MPU /MCU Development Kits • Embedded Boards
• DSP Supplier Created – Extension of processor architecture
• Programmable • Displays
Avnet Created Customer Benefits…
Logic – Panels
• ASIC 3rd Party Partners Time to Market
– Systems
• Connectivity Operating Systems Development Costs
• Integrated Systems
– Wired Microsoft – Supplier systems
– Wireless – Value added services
Linux
• Analog
• Power Production Modules
• IP&E Processing
• Displays Communications
• Memory
Power
Wireless
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25. Summary
• CY10, an exciting year, yielding outstanding results
– All regions participated in the performance
• Technology continues to proliferate the globe
• Experienced and committed leadership team
• Global scale and scope matter more than ever
• Ability to invest organically and through acquisition
• Our strategic imperatives will accelerate profitable growth
• Looking forward, growth should continue at a steady pace
• Strong operating discipline regardless of market conditions
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26. Q&A