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© 2019 Renesas Electronics Corporation. All rights reserved. GLOBAL VALUE IN AUTOMOTIVE RENESAS ELECTRONICS CORPORATION AUTOMOTIVE SOLUTION BUSINESS UNIT VICE PRESIDENT KENJI AKAI TOKYO, 5. SEPTEMBER 2019

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Page 1: GLOBAL VALUE IN AUTOMOTIVE - Startseite · MCU: Microcontrollers / SoC: System-on-a-chip / RF: Radio frequency / IoT: Internet of things / ADAS: Advanced driver-assistancesystems

© 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

Page 2: GLOBAL VALUE IN AUTOMOTIVE - Startseite · MCU: Microcontrollers / SoC: System-on-a-chip / RF: Radio frequency / IoT: Internet of things / ADAS: Advanced driver-assistancesystems

© 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

Page 3: GLOBAL VALUE IN AUTOMOTIVE - Startseite · MCU: Microcontrollers / SoC: System-on-a-chip / RF: Radio frequency / IoT: Internet of things / ADAS: Advanced driver-assistancesystems

© 2019 Renesas Electronics Corporation. All rights reserved.

ABOUT RENESAS

Page 4: GLOBAL VALUE IN AUTOMOTIVE - Startseite · MCU: Microcontrollers / SoC: System-on-a-chip / RF: Radio frequency / IoT: Internet of things / ADAS: Advanced driver-assistancesystems

© 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

Page 5: GLOBAL VALUE IN AUTOMOTIVE - Startseite · MCU: Microcontrollers / SoC: System-on-a-chip / RF: Radio frequency / IoT: Internet of things / ADAS: Advanced driver-assistancesystems

© 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

Page 6: GLOBAL VALUE IN AUTOMOTIVE - Startseite · MCU: Microcontrollers / SoC: System-on-a-chip / RF: Radio frequency / IoT: Internet of things / ADAS: Advanced driver-assistancesystems

© 2019 Renesas Electronics Corporation. All rights reserved.

STEERING THE FUTURE OF INNOVATIONRENESAS ENABLES INNOVATIVE SYSTEM-LEVEL SOLUTION OFFERINGS

Page 6

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%

Page 7: GLOBAL VALUE IN AUTOMOTIVE - Startseite · MCU: Microcontrollers / SoC: System-on-a-chip / RF: Radio frequency / IoT: Internet of things / ADAS: Advanced driver-assistancesystems

© 2019 Renesas Electronics Corporation. All rights reserved.

GLOBAL SALES AND DEVELOPMENT NETWORK

Page 7

§ 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

Page 8: GLOBAL VALUE IN AUTOMOTIVE - Startseite · MCU: Microcontrollers / SoC: System-on-a-chip / RF: Radio frequency / IoT: Internet of things / ADAS: Advanced driver-assistancesystems

© 2019 Renesas Electronics Corporation. All rights reserved.

RENESAS IN DUESSELDORF

Page 8

§ 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

Page 9: GLOBAL VALUE IN AUTOMOTIVE - Startseite · MCU: Microcontrollers / SoC: System-on-a-chip / RF: Radio frequency / IoT: Internet of things / ADAS: Advanced driver-assistancesystems

© 2019 Renesas Electronics Corporation. All rights reserved.

AUTOMOTIVE BUSINESS

Page 10: GLOBAL VALUE IN AUTOMOTIVE - Startseite · MCU: Microcontrollers / SoC: System-on-a-chip / RF: Radio frequency / IoT: Internet of things / ADAS: Advanced driver-assistancesystems

© 2019 Renesas Electronics Corporation. All rights reserved.

AUTOMOTIVE GLOBAL OUTLOOK

Page 10

-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

Page 11: GLOBAL VALUE IN AUTOMOTIVE - Startseite · MCU: Microcontrollers / SoC: System-on-a-chip / RF: Radio frequency / IoT: Internet of things / ADAS: Advanced driver-assistancesystems

© 2019 Renesas Electronics Corporation. All rights reserved.

RENESAS AUTOMOTIVE MARKET SHARE

Page 11

Page 12: GLOBAL VALUE IN AUTOMOTIVE - Startseite · MCU: Microcontrollers / SoC: System-on-a-chip / RF: Radio frequency / IoT: Internet of things / ADAS: Advanced driver-assistancesystems

© 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

Page 13: GLOBAL VALUE IN AUTOMOTIVE - Startseite · MCU: Microcontrollers / SoC: System-on-a-chip / RF: Radio frequency / IoT: Internet of things / ADAS: Advanced driver-assistancesystems

© 2019 Renesas Electronics Corporation. All rights reserved.

GROWING SEGMENTS IN AUTOMOTIVE MARKET

Page 13

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

Page 14: GLOBAL VALUE IN AUTOMOTIVE - Startseite · MCU: Microcontrollers / SoC: System-on-a-chip / RF: Radio frequency / IoT: Internet of things / ADAS: Advanced driver-assistancesystems

© 2019 Renesas Electronics Corporation. All rights reserved. Renesas CONFIDENTIAL

ADAS AND AUTOMATED DRIVING IS ALL ABOUT …

Page 14

Page 15: GLOBAL VALUE IN AUTOMOTIVE - Startseite · MCU: Microcontrollers / SoC: System-on-a-chip / RF: Radio frequency / IoT: Internet of things / ADAS: Advanced driver-assistancesystems

© 2019 Renesas Electronics Corporation. All rights reserved.

FRONT CAMERA SYSTEM AVAILABLE ON ROAD !

Page 15

§ 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

Page 16: GLOBAL VALUE IN AUTOMOTIVE - Startseite · MCU: Microcontrollers / SoC: System-on-a-chip / RF: Radio frequency / IoT: Internet of things / ADAS: Advanced driver-assistancesystems

© 2019 Renesas Electronics Corporation. All rights reserved. BIG IDEAS FOR EVERY SPACE

AUTOMATED DRIVING COMING ON ROAD !

Page 16

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

Page 17: GLOBAL VALUE IN AUTOMOTIVE - Startseite · MCU: Microcontrollers / SoC: System-on-a-chip / RF: Radio frequency / IoT: Internet of things / ADAS: Advanced driver-assistancesystems

© 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

Page 18: GLOBAL VALUE IN AUTOMOTIVE - Startseite · MCU: Microcontrollers / SoC: System-on-a-chip / RF: Radio frequency / IoT: Internet of things / ADAS: Advanced driver-assistancesystems

© 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

Page 18

Global Automotive Customers

Page 19: GLOBAL VALUE IN AUTOMOTIVE - Startseite · MCU: Microcontrollers / SoC: System-on-a-chip / RF: Radio frequency / IoT: Internet of things / ADAS: Advanced driver-assistancesystems

© 2019 Renesas Electronics Corporation. All rights reserved.

EUROPEAN LEAD IN AUTOMOTIVE

Page 19

Standardization

Automobile Society

Technology

Leading Brands

ü Close to customerü Commitmentü Long term relationü Locally managedü Globally connected

Europe

W/W

Page 20: GLOBAL VALUE IN AUTOMOTIVE - Startseite · MCU: Microcontrollers / SoC: System-on-a-chip / RF: Radio frequency / IoT: Internet of things / ADAS: Advanced driver-assistancesystems

© 2019 Renesas Electronics Corporation. All rights reserved.

RENESAS R-CAR CONSORTIUM FORUM 2019

Page 20

§ 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

Page 21: GLOBAL VALUE IN AUTOMOTIVE - Startseite · MCU: Microcontrollers / SoC: System-on-a-chip / RF: Radio frequency / IoT: Internet of things / ADAS: Advanced driver-assistancesystems

© 2019 Renesas Electronics Corporation. All rights reserved. Page 21

We are happy to collaborate with City of Düsseldorf...

Thank you ・ Danke schön

Page 22: GLOBAL VALUE IN AUTOMOTIVE - Startseite · MCU: Microcontrollers / SoC: System-on-a-chip / RF: Radio frequency / IoT: Internet of things / ADAS: Advanced driver-assistancesystems

© 2019 Renesas Electronics Corporation. All rights reserved. Page 22