Renesas Electronics Corporation · TSE:6723

Renesas Electronics — Investor Day (June 2026)

15 slides from Renesas Electronics's investor day presentation, Jun 25, 2026

  1. Slide 1: Intelligence at the Edge: Humanoid Robotics

    INTELLIGENCE AT THE EDGE HUMANOID ROBOTICS JUNE 25, 2026 IVO MAROCCO, VP AND HEAD UX PETE JENKINS, VP AND GM OF ANALOG & MIXED SIGNAL RENESAS ELECTRONICS CORPORATION © 2026 Renesas Electronics Corporation. All rights reserved.

  2. Slide 2: Growth Drivers: Intelligence at the Edge and Physical AI

    GROWTH DRIVERS INTELLIGENCE AT THE EDGE AND PHYSICAL AI Revenue Foundational growth drivers Increased demand for processor solutions, including MCU, MPU, and SoC Power System intelligence drives higher content in analog, connectivity, and sensors SAM + Analog/Connectivity/ Mid-term CAGR Sensor Power

  3. Slide 3: Emergence of Physical AI

    EMERGENCE OF PHYSICAL AI INCREASING COMPLEXITY OPENS OPPORTUNITIES FOR RENESAS  Evolution that adds complexity, involving Sensing, Compute, Memory, Power Management, Safety and Reliability  Robotics applications are the embodiment of Physical AI and a great opportunity for Renesas growth Physical

  4. Slide 4: Market Outlook: Robotics, a Major Opportunity for Renesas Growth

    MARKET OUTLOOK ROBOTICS – A MAJOR OPPORTUNITY FOR RENESAS GROWTH 2035-2050 CAGR 2050 Physical AI / Robotics ($bn)1 Market Factory $1,500 Humanoid AMR/AGV Factory / Cobots Other physical AI +14% $11 Cobots $1,000 +22% $9 2030-2035 CAGR AMR/AGV $500 +40% +14% $333 $94 Humanoid $0 +29% 2025 2030 2035 2

  5. Slide 5: Renesas Runs Deep & Wide

    RENESAS RUNS DEEP & WIDE ENGAGED WITH 100+ ROBOTICS AND HUMANOID CUSTOMERS GLOBALLY Brain and motion Today Renesas is: AI Motion Safety BLE/WiFi  Enabling physical AI at the computing controller companion edge (~ 30% BOM coverage1) Sensing  Providing safe and accurate Impedance Coherent Pressure F

  6. Slide 6: Renesas Humanoid Robotics Silicon Play

    RENESAS HUMANOID ROBOTICS SILICON PLAY SAM EXPANSION THROUGH COMPUTE AND SENSING Renesas Humanoid BOM1  BOM2 SAM expansion from 30%  70% Power  2x coverage vs most Analog/Connectivity/ competitors 2.3x Sensor  Wide variety across Motor Control, Actuator, Networks, Safety MCU/MPU/SoC 2025 Long-te

  7. Slide 7: Renesas Sensing Evolution

    RENESAS SENSING EVOLUTION Robotics / CNC1  Humanoids & Growth vectors in sensing Consumer robots  Industrial robots Industry AI  Factory automation  Predictive maintenance  AGV3 Advanced mobility  X-By-Wire  Electro mobility  Micro-mobility Traditional  E-bikes  Smart homes consumer Core b

  8. Slide 8: Proven in Automotive, Designed for What's Next

    PROVEN IN AUTOMOTIVE, DESIGNED FOR WHAT’S NEXT  The same inductive position and impedance sensing qualified in automotive is the foundation for humanoid robotics Automotive applications Renesas sensing platform Humanoid robotics EV motor · Steering · Suspension Inductive position · Impedance · Edge

  9. Slide 9: Human-Level Tactility: Sub-1% SSC Precision in Dexterous Hands

    HUMAN-LEVEL TACTILITY: SUB-1% SSC PRECISION IN DEXTEROUS HANDS SUCCESS @ INSPIRE ROBOTS: LEADER IN DEXTEROUS HANDS Leader in dexterous hands Each 6° of freedom: 12 Joints (6 Force sensors, 12 Tactile sensors) RAAS2S4251 innovation advantage Sub-millimeter repeatability  Measurement range, 100N/200N

  10. Slide 10: From Hardware to Renesas 365

    FROM HARDWARE TO RENESAS 365 GATEWAY TO THE DIGITALIZATION FUTURE ICs SW & Tools Analog runs deep Core technologies: Gateway to the Digitalization Future Innovative, Low power Enabled by Renesas 365 © 2026 Renesas Electronics Corporation. All rights reserved. Page 10

  11. Slide 11: Renesas Robotics Ecosystem – Train, Test and Deploy

    RENESAS ROBOTICS ECOSYSTEM – TRAIN, TEST AND DEPLOY FROM VIRTUAL DESIGN TO REAL-TIME DEPLOYMENT – FASTER, SMARTER, CONNECTED Optimize virtually Visualize everything Deploy instantly © 2026 Renesas Electronics Corporation. All rights reserved. Page 11

  12. Slide 12: Forward Strategy and Go to Market

    FORWARD STRATEGY AND GO TO MARKET Robot development kit expansion Digitalization and Renesas 365 Mass market Model conversion tool chain, Develop and test virtually Ready-to-go solutions, SW stack and OS before physical deployment rich digital content, distribution focus Joint, Dex-Hand, Motion, Bra

  13. Slide 13: Summary

    SUMMARY HUMANOID ROBOTICS Broad MCU/MPU/SoC portfolio enables right-sized compute for robot brain and motion control at optimized cost Differentiated sensing and power solutions improve precision, reduce size and weight, and extend battery life Renesas 365 provides a scalable development platform wi

  14. Slide 14: Thank You

    THANK YOU © 2026 Renesas Electronics Corporation. All rights reserved.

  15. Slide 15: Forward-Looking Statements

    (FORWARD-LOOKING STATEMENTS) The statements in this presentation with respect to the plans, strategies and forecasts of Renesas Electronics and its consolidated subsidiaries (collectively “we”) are forward-looking statements involving risks and uncertainties. Such forward looking statements do not r

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