Envisioning the Future of LightingJ.P. Morgan LED General Lighting Symposium

Jaime IrickPresident & CEOGE Lighting Solutions

"Results are preliminary and unaudited. This document contains “forward-looking statements”- that is, statements related to future, not past, events. In this context, forward-looking statements often address our expected future business and financial performance and financial condition, and often contain words such as “expect,” “anticipate,” “intend,” “plan,” “believe,”“seek,” “see,” or “will.” Forward-looking statements by their nature address matters that are, to different degrees, uncertain. For us, particular uncertainties that could cause our actual results to be materially different than those expressed in our forward-looking statements include: current economic and financial conditions, including volatility in interest and exchange rates, commodity and equity prices and the value of financial assets; the impact of conditions in the financial and credit markets on the availability and cost of General Electric Capital Corporation’s (GECC) funding and on our ability to reduce GECC’s asset levels as planned; the impact of conditions in the housing market and unemployment rates on the level of commercial and consumer credit defaults; our ability to maintain our current credit rating and the impact on our funding costs and competitive position if we do not do so; the adequacy of our cash flow and earnings and other conditions which may affect our ability to pay our quarterly dividend at the planned level; the level of demand and financial performance of the major industries we serve, including, without limitation, air and rail transportation, energy generation, network television, real estate and healthcare; the impact of regulation and regulatory, investigative andlegal proceedings and legal compliance risks, including the impact of financial services regulation; strategic actions, including acquisitions and dispositions and our success in integrating acquired businesses; and numerous other matters of national, regional and global scale, including those of a political, economic, business and competitive nature. These uncertainties may cause our actual future results to be materially different than those expressed in our forward-looking statements. We do not undertake to update our forward-looking statements.”

“This document may also contain non-GAAP financial information. Management uses this information in its internal analysis of results and believes that this information may be informative to investors in gauging the quality of our financial performance, identifying trends in our results and providing meaningful period-to-period comparisons. For a reconciliation of non-GAAP measures presented in this document, see the accompanying supplemental information posted to the investor relations section of our website at www.ge.com.”

“Effective January 1, 2010, we reorganized our segments. We have reclassified prior-period amounts to conform to the current-period’s presentation.”

“In this document, “GE” refers to the Industrial businesses of the Company including GECS on an equity basis. “GE (ex. GECS)” and/or “Industrial” refer to GE excluding Financial Services.”

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Agenda

Lighting Industry Dynamics

GE Lighting Overview

LED Strategy

Q&A

Lighting Industry Dynamics

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The Industry is Changing Rapidly

• Rapid LED adoption• Longer life systems

• Energy efficiency / bans• Lack of defined standards

An industryin transition

• Three traditional industry leaders

• Hundreds of new entrants

Regulation/Standards

Technology

Competition

• Value chain “blurring” • Applications focus

Buying Dynamics

5

Lamp Segment Fixture Segment

• Significant runway for LED technology in traditional lamp segment

• GE Channel and brand are aligned to win

Household49%

Outdoor13%

Office12%

Retail7%

Other10%

Industry9%

Sources: Strategies unlimited, NEMA, Datapoint Research, Internet Research and GE Analysis

CFL19%

LFL17%

HID12%

Bal14%

Inc/Hal18%

LED2%

Auto/Other18%

Lighting Industry Segmentation

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The Value Chain is Blurring

Wafer Chips Packages Components & Modules

Materials LED FixturesLamps

Going d

irect to

chip m

anufact

urers

& integ

rating

Going d

irect to

chip m

anufact

urers

& integ

rating

Developing own

products and solutions

Developing own

products and solutions

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LED Industry: The Wild West

Disruptive Technology

• Hundreds of new entrants

• Thousands of new products

• Lack of standards and benchmarks

• Rapid product development

• LED efficiency accelerating

Strategies Unlimited observes:

“…the market is flooded with LED luminaires and replacement lamps of questionable quality.”

SOURCE: The Market for High-Brightness LEDs in Lighting, Application Analysis and Forecast, 2010, Fourth Edition, March 2010, Strategies Unlimited

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Potential LED Penetration Rates

Sources: Strategies Unlimited, Strategy Analytics, Freedonia and Internet Research

2%

6%

16%

1%

4%

8%

16%

32%

9%7%

1%3%

5%

2009 2010 2011 2012 2013

Best

Expected

Worst

1%

GE Lighting Overview

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++OpProfit

+++

1H’10TY‘09

Revenue $2.5B

$1.2B

GE Lighting Overview

• Reshaping Manufacturing Footprint

• Commercial Transformation

• Investing in Green Products

Financial Performance Improving…

Strategy

LED Strategy

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What Customers Tell Us Matters

Education and Awareness• Help sorting through industry noise• Clarity around performance standards

Input on Key Buying Criteria• Light quality• Economics and payback period• Environmental considerations

Strong Strategic Partners•Well resourced and multi-generational product plans• Design, application, and project management expertise• Past performance excellence and unwavering future viability

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Our LED Strategy

LED System

Optimization

Quality &

Reliability

Excellence Across Four Key Areas…

Innovation

& Speed

Customer

Intimacy

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Recent Customer Success Stories

Target will cut system energy use by 60% using GE LED systems to replace fluorescents in refrigerated cases

Holiday Inn will save $4 million annually using GE LED signage systems across 3,200 locations

Starbucks will reduce energy usage by 7% across 8,000+ stores by installing GE LED PAR lamps

Woolworths will slash system energy use by 70% replacing fluorescent signs with GE LEDs in 780 stores across Australia and New Zealand

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GE’s Broad LED Product Portfolio

Traffic

LampsOutdoor

DisplaySignage

Indoor

Core Product Segments

Emerging Growth Opportunities

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Industry Recognition of GE Innovation

2009 Best in Class WinnerEvolve™ R150 LED Cobrahead LuminaireStreet/Roadway Category

2008 Best in Class WinnerImmersion™ LED Display Case Lighting

GE LED Cove Lighting2008 Recognized Winner

Immersion™ RV30 LED Refrigerated Display Lighting2009 Recognized WinnerRefrigerated Display Lighting Category

Evolve™ LED Contemporary Domed Area Light2009 Recognized WinnerPedestrian Scale Lighting Category

Evolve™ LED Series Area Light2009 Recognized WinnerParking Lot Lighting Category

Tetra® AL10 LED Architectural Lighting2009 Recognized WinnerUndercabinet Task Lighting Category

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LED Systems - Not All Created Equally

GE LED System Differentiation• Tested at the LED, sub-system, and complete system level (in-house and independently)

• Life ratings for acceptable light output of designated, real-life applications

• Backed by 100+ years of lighting experience

• Designed using Six Sigma methodology

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Serious About Quality & Reliability New multi-million dollar reliability lab

• Environmental testing at extreme temps and cycles

• Six Sigma design links systems integration expertise to applications

• Testing of LED chips, components, and systems

10 Year History of Field Results With Systems Integration

10 Small Enviro/Chambers

9 Large Enviro/Chambers

2 NVLAP CertifiedMeasurement Spheres

Cycling Test

Summary

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• Industry is Rapidly Evolving

• GE is a Global LED Leader

• Customer Intimacy Will be Key to Value Creation

• GE Will Deliver What Matters Most to Customers

Summary