Panasonic Holdings Corporation · TSE:6752
Panasonic — Investor Presentation (November 2024)
19 slides from Panasonic's investor presentation, Nov 27, 2024
Slide 1: Generative AI and Data Center Related Business
Generative AI and Data Center Related Business (Overview & Panasonic Energy's business field) November 27, 2024 Kazuo Tadanobu President & CEO Panasonic Energy Co., Ltd. Notes: 1. This is an English translation from the original presentation in Japanese. 2. In this presentation, “Fiscal 2025” or “FY
Slide 2: Agenda
1. Market Environment and Business Opportunities for the Panasonic Group Agenda 2. Panasonic Energy's Initiatives All rights reserved, Copyright © Panasonic ENERGY 2
Slide 3: 1-1. Market Environment
1 - 1 . Market Environment Data Centers, vital for societal progress, are set for exponential future growth The Role of Data Centers in Digital Society Market Size The progression of digital and AI technology has brought about significant Hyperscalers are expanding their investments globally changes
Slide 4: 1-2. Business Opportunities for the Panasonic Group
1-2. Business Opportunities for the Panasonic Group Various business opportunities in addressing challenges arising from the innovative evolution of data centers Key Requirements for Data Technical Challenges Our Business Opportunities Centers Curbing increase in 24/7 Optimizing energy efficiency po
Slide 5: 1-3. Panasonic Group's Contribution with Products & Services
1-3．Panasonic Group’s Contribution with Products & Services Facing areas with high growth potential and strengths, maximizing value proposition at different layers Business Areas Target Customers and Key Products Hyperscalers General data center (main entity for generative AI) Operating Target Marke
Slide 6: Agenda
1. Market Environment and Business Opportunities for the Panasonic Group Agenda 2. Panasonic Energy's Initiatives All rights reserved, Copyright © Panasonic ENERGY 6
Slide 7: 2-1. Market Environment for Data Center Storage Batteries
2 - 1 . Market Environment for Data Center Storage Batteries The rapid advancement of generative AI is driving an expansion in effective demand for Panasonic Customer Needs Storage Battery Demand for Power Supply Systems Addressing increased power consumption due to advanced and Distributed power su
Slide 8: Reference: Power and Backup Configuration of Data Centers
Reference: Power and Backup Configuration of Data Centers Limited Large Installation space space space For Data Center Server Backup For Energy Management Distributed Power Supply (BBU) Centralized Power Supply (UPS) Stationary ESS Power supply is distributed Power supply is centrally Power supply c
Slide 9: 2-2. Vision for Our Data Center Related Business
2-2. Vision for Our Data Center Related Business Aiming to be an integrated power solution provider with a system by leveraging advanced battery technology at its core. Strategic Framework Initiatives Refining strengths to enhance solution value for customers Strengthening supply capabilities in Nor
Slide 10: 2-3. Enhancing Efforts to Drive Business Growth
2-3. Enhancing Efforts to Drive Business Growth Seizing business opportunities by delivering unique value to customers in a timely manner Solution Enhancement Enhancement of Supply Capabilities Providing our unique value by developing power supply systems that Expanding production capacity promptly
Slide 11: 2-4. Business Target
2-4. Business Target Aiming for greater business growth and enhanced capital efficiency by increasing solution value Sales (Energy Storage Systems for Data Centers) Significant business growth through increased value with systemization CAGR over 20％ Over 3 times increase Sales 100 bn yen FY3/23 FY3/
Slide 12: All rights reserved, Copyright © Panasonic ENERGY
All rights reserved, Copyright © Panasonic ENERGY
Slide 13: Generative AI-Related Business Overview (Panasonic Industry)
Generative AI-Related Business Overview (Panasonic Industry) November 27, 2024 Shinji Sakamoto President & CEO Panasonic Industry Co., Ltd.
Slide 14: Business Environment of Electronic Devices for AI Servers
Business Environment of Electronic Devices for AI Servers With the spread and evolution of AI servers, demand for electronic devices are expanding. Number of servers Demand for capacitors (million unit) Compared to general servers (per unit) (as of 2024) 20 No. of Selling capacitors price General 15
Slide 15: AI Server Technology Trends
AI Server Technology Trends As GPUs achieve higher-speeds using higher current, adaptation to more challenging operating environment is required. High-temperature environment due to intense heat generation Limited space due to an increased number of parts Larger impact of data transmission loss due
Slide 16: Our Strength
Our Strength Overwhelming product Ability to capture industry trends competitiveness developed through accurately automotive business (No. 1 share) (strong customer bases) Compact, large-capacity, Wide range of customer high-heat resistance touchpoints covering Conductive polymer capacitors the enti
Slide 17: Future Business Prospects
Future Business Prospects Enhance technological capabilities and product development as a new pillar of business Sales Initiatives for growth For AI servers (billion yen) 100 or more Strengthen development of core technologies Increase range of products • Development of next-generation capacitors an
Slide 18: Panasonic Industry
Panasonic INDUSTRY
Slide 19: Disclaimer Regarding Forward-looking Statements
Disclaimer Regarding Forward-looking Statements This presentation includes forward-looking statements about Panasonic Holdings Corporation (the "Company") and its Group companies (the "Panasonic Group"). To the extent that statements in this presentation do not relate to historical or current facts,
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