© 2019 Renesas Electronics Corporation. All rights reserved.
GLOBAL VALUE IN AUTOMOTIVE
TOYKO, 5-SEPTEMBER-2019
GLOBAL VALUE IN AUTOMOTIVE
RENESAS ELECTRONICS CORPORATIONAUTOMOTIVE SOLUTION BUSINESS UNITVICE PRESIDENTKENJI AKAI
TOKYO, 5. SEPTEMBER 2019
© 2019 Renesas Electronics Corporation. All rights reserved.
GUTEN TAG!
§ Heading Renesas Electronics Automotive business management in Japan since 2019.
§ Responsibilities include business strategy, business planning, product portfolio and communications.
§ Starting business career in 1994, main fields have been global sales, marketing and business planning in Automotive industry.
§ Over 24 years life in overseas include Marketing and Project management responsibility in Renesas Europe (former NEC), as well as Head of Automotive unit in Renesas Singapore/India.
Global business engagement over 25 yearsChildhood in Germany
Kenji Akai CulturePeople WorkLife
© 2019 Renesas Electronics Corporation. All rights reserved.
ABOUT RENESAS
© 2019 Renesas Electronics Corporation. All rights reserved.
WHO WE ARETHE WORLD’S LEADING EMBEDDED SOLUTION PROVIDER
Renesas is a global semiconductor company delivering trusted embedded design innovation with complete semiconductor solutions that enable billions of connected, intelligent devices to enhance the way people work and live.
*1: Consolidated, as of March 31, 2019 / SoC: System-on-a-chip
§ Leads globally in microcontrollers, analog, power, and SoC products
§ Focuses on a broad range of Automotive, Industrial, Home Electronics, Office Automation, and Information Communication Technology applications
§ 757 billion yen in net sales in 2018
§ Has 20,000+ employees worldwide *1
§ Headquartered in Tokyo, Japan
© 2019 Renesas Electronics Corporation. All rights reserved.
OUR HISTORY
Page 5
Renesas is built on a strong historical foundation of technological innovation originating from Hitachi, Mitsubishi, NEC, and Intersil. In 2019, Renesas plans to address the fast-growing data economy and connected world together with IDT’s analog mixed-signal products for data sensing, storage and interconnect.
Renesas TechnologySpin-off from Hitachi and Mitsubishi merger
2003
NEC ElectronicsSpin-off from NEC2002
Acquisition of IDTIntegrated Device Technology: the leading supplier of analog mixed-signal products including sensors, connectivity and wireless power
2019
Acquisition of IntersilStrengthen leadership in the analog market
2017
Realizing Future Growthas One Global Renesas
2020Renesas Electronics started operationNEC Electronics and Renesas Technology merged
2010
© 2019 Renesas Electronics Corporation. All rights reserved.
STEERING THE FUTURE OF INNOVATIONRENESAS ENABLES INNOVATIVE SYSTEM-LEVEL SOLUTION OFFERINGS
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MCU: Microcontrollers / SoC: System-on-a-chip / RF: Radio frequency / IoT: Internet of things / ADAS: Advanced driver-assistance systems
Medical healthcare monitoring
Smart City/livingData server
Motor system solutionsADAS, Autonomous driving
Integrated in-vehicle system
Renesas’ market-proven MCUs, SoCs, power management ICs, and technologies combined with IDT’s analog mixed-signal products capability including sensors, high performance interconnect, RF & optical and wireless power deliver comprehensive solutions addressing the increasing demand from IoT to big data processing. See the benefits in the “Winning Combinations” solutions.
Semi Sales Breakdown by Application (FY18)
Automotive54%
Broad-Based20%
Industrial25%
Others 1%
© 2019 Renesas Electronics Corporation. All rights reserved.
GLOBAL SALES AND DEVELOPMENT NETWORK
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§ Global sales network operates in more than 20 countries
§ Comprehensive R&D capabilities and support through the global network
Sales officesHeadquarters
Branch officesDesign and Application Technology companies/offices
Japan
Toyosu, Tokyo
Silicon ValleyMilpitasSan Jose
DuesseldorfOttawaOntario
Bangalore
BeijingShanghaiTaipeiHong KongSeoul
MalaysiaSingapore
Detroit
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RENESAS IN DUESSELDORF
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§ Started 1973 in Duesseldorf
§ Moved to Duesseldorf-Rath 1980
§ Grown to over 250 employees beginning of 2000, still under the name of NEC
§ Moved to new European Headquarter building in Duesseldorf-Rath with office area ~10.000m² in 2003
§ Merged with Renesas Technology into Renesas Electronics in 2010
§ Today, Over 400 employees – R&D, engineering, sales, marketing, quality assurance
§ Overall 1B USD revenue generated in Europe
1980
2003
© 2019 Renesas Electronics Corporation. All rights reserved.
AUTOMOTIVE BUSINESS
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AUTOMOTIVE GLOBAL OUTLOOK
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-8%
-6%
-4%
-2%
0%
2%
4%
6%
0
20
40
60
80
100
120
140
15 16 17 18 19 20 21 22 23 24
(Mun
its)
W/W Light Vehicle Production
Y/Y growth =>RHS
Mature Countries
China
Emerging Countries
CAGR = +2.3%CY17-24
Car Brand Value ranking
© 2019 Renesas Electronics Corporation. All rights reserved.
RENESAS AUTOMOTIVE MARKET SHARE
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© 2019 Renesas Electronics Corporation. All rights reserved.
CASE : DRIVING CHANGES OF AUTOMOTIVE INDUSTRY
Source: SMBC⽇興証券
S (Sharing)C (Connected, IT)
E (xEV) A (Autonomous)
Mobility - Innovation
Connected Autonomous Sharing Electricity
© 2019 Renesas Electronics Corporation. All rights reserved.
GROWING SEGMENTS IN AUTOMOTIVE MARKET
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Trend
MarketGrowth[M unit]
Electrical/Hybrid Electrical Vehicles
12.4
8.4
7.9
15 20 25
Battery EV penetration increase
EV
PHV
HEV3.4
12.4
28.724%/year
Connected Cars
15 20 25
More Cloud service
85.3
58.7
20.4
18%/year
Assisted and Automated driving
58.5
29.2
0.8
15 20 25
Up to Level4 Autonomous Drive
Level3
Level2
Level4
73.1
43.1
8.5
26%/year
Source : EV/HEV :Strategy Analytics 2018/1Q data ; Connected Car/AD : Strategy Analytics 2017/3Q data
© 2019 Renesas Electronics Corporation. All rights reserved. Renesas CONFIDENTIAL
ADAS AND AUTOMATED DRIVING IS ALL ABOUT …
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© 2019 Renesas Electronics Corporation. All rights reserved.
FRONT CAMERA SYSTEM AVAILABLE ON ROAD !
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§ NCAP (New Car Assessment Programme) rates safety level of cars
§ Highest safety ratings («««««) require a minimum set of assistance systems:
Traffic sign recognition
Lane DepatureWarning
Conditional Emergency Braking
Cross TrafficAlert
Light Source Detection
Front camera is one of the main input sensors to assist safety
© 2019 Renesas Electronics Corporation. All rights reserved. BIG IDEAS FOR EVERY SPACE
AUTOMATED DRIVING COMING ON ROAD !
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Automated driving is bringing safety with huge computation behind
§ Automotive car makers introduce initial self-driving features
§ Renesas delivers processors for sensing and decision making
Highway Pilot Automated Parking
© 2019 Renesas Electronics Corporation. All rights reserved. Page 17
INNOVATIVE FRONT CAMERA PROCESSORS
5x increasing computer vision performance
R-CAR V2H2x CA15 1.0GHz
IMP-X4
100
1000
10000Performance (MMAC)
2016 2019 Timeline (SOP)
R-CAR V3H4x CA53
IMP-X5+, HWA>4 TOPS
R-CAR V3M2x CA53IMP-X5+
0,8 TOPS
Highly efficient accelerator for traditional computer vision
Dense Optical Flow
StereoDisparity
ObjectClassification
CNN IPproviding > 400 GMAC
at less than 300mW
Highly efficient accelerator forArtificial Intelligence
High performance processor w/ AI technology concepted by European team
© 2019 Renesas Electronics Corporation. All rights reserved.
Collaboration between Renesas Europe and Japanto come up with globally market fit solution
Future automotive requirements
Innovativesolutions
Solution Definition
Solution Engineering
Solution Development
Solution Support
America Europe China Japan
DEVELOPING SOLUTIONS FOR ADAS AND AUTOMATED DRIVING
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Global Automotive Customers
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EUROPEAN LEAD IN AUTOMOTIVE
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Standardization
Automobile Society
Technology
Leading Brands
ü Close to customerü Commitmentü Long term relationü Locally managedü Globally connected
Europe
W/W
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RENESAS R-CAR CONSORTIUM FORUM 2019
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§ More than 150 customers and partners
§ 45 highly technical solution demos
§ 3 demo cars
§ Speakers including Audi and Daimler with focus on Automated Driving and Connected Cars
Leading automotive players meeting at a Renesas event in Duesseldorf
Engineering community, Serving our customers in Europe and globally
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We are happy to collaborate with City of Düsseldorf...
Thank you ・ Danke schön
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