Renesas Electronics Corporation · TSE:6723

Renesas Electronics — Investor Day (June 2025)

12 slides from Renesas Electronics's investor day presentation, Jun 26, 2025

  1. Slide 1: Power

    POWER JUNE 26, 2025 CHRIS ALLEXANDRE SVP AND GM OF POWER RENESAS ELECTRONICS CORPORATION © 2025 Renesas Electronics Corporation. All rights reserved. Page 1

  2. Slide 2: At a Glance

    AT A GLANCE POWER Our products and technologies 2023 and 1Q 2025 Revenue mix Power management PMIC Computing power MOSFET integrated circuit (PMIC) Computing power Battery management 1Q 2025 Automotive power Automotive power GaN GaN system (BMS) Battery management GaN Markets we serve Macrotrends dr

  3. Slide 3: Growth Drivers

    GROWTH DRIVERS POWER Revenue CAGR CAGR Growth drivers 2024 – Mid-to- 2023 - 2025 long term IoT Infrastructure & AI computing Industrial Auto IC Discrete GaN and MOSFET Battery management system Automotive -5 ~ -10% 5 ~ 10% Automotive power PMIC (attach to MCU/SoC) GaN and MOSFET Industrial PMIC (att

  4. Slide 4: Power Strategy and Segment Focus

    POWER STRATEGY AND SEGMENT FOCUS Focus areas Strategy Infrastructure / AI & Computing Targeted approach Digital attach approach  Target the fastest growing segment  Full BOM focus with more products AI infrastructure of our SAM with tailored solutions per systems with more application specific  S

  5. Slide 5: GaN Market Expansion Through Full Ecosystem Solutions

    GAN MARKET EXPANSION THROUGH FULL ECOSYSTEM SOLUTIONS GaN SAM rapid growth*1 HV/LV GaN revenue Growth drivers HV GaN LV GaN Strong GaN foundation and expanding CAGR  Leading 650V d-mode, high power technology Infrastructure & Computing  Vertically integrated – own Epi and process  Expanding with

  6. Slide 6: AI Driving Rapid Growth in a Diversified Infrastructure Power Business

    AI DRIVING RAPID GROWTH IN A DIVERSIFIED INFRASTRUCTURE POWER BUSINESS Infrastructure power SAM*1 Infrastructure power revenue Growth drivers ($B) ■ AI ■ Non-AI AI Non-AI CAGR CAGR Non-AI infrastructure: A large and diversified business 6.0 3 ~ 5% where we are gaining share in core power and growing

  7. Slide 7: Outpacing Industry Growth Within Non-AI Infrastructure

    OUTPACING INDUSTRY GROWTH WITHIN NON-AI INFRASTRUCTURE Non-AI infrastructure revenue*1 Robust growth in a large, diverse customer base in non-AI infrastructure due to: Top US hyperscalers Enterprise  Core Technology: digital controllers, Power Stages, MOSFETs, ICs  Proprietary software and tools t

  8. Slide 8: Capitalizing on AI Momentum with Module and System Power Total Solutions

    CAPITALIZING ON AI MOMENTUM WITH MODULE AND SYSTEM POWER TOTAL SOLUTIONS AI infrastructure revenue*1 Investing and ramping AI-tailored products for GPU, TPU, and custom AI SoCs  Core power remains solid backbone powering AI revenue growth: Digital controllers, Power Stages, MOSFETs, ICs  Building

  9. Slide 9: Power Portfolio Addressing Growing Opportunity in AI

    POWER PORTFOLIO ADDRESSING GROWING OPPORTUNITY IN AI 130+KW 20~30KW Server power consumption has surged from 20–30kW to 130kW+ due to GPU demand, leading to high-voltage bus and side car rack for AC/DC conversion to trend up to 1MW $10k-$12k Power content per 130kW+ rack Renesas existing products &

  10. Slide 10: Powering Renesas Automotive Embedded Systems

    POWERING RENESAS AUTOMOTIVE EMBEDDED SYSTEMS WITH AN OPTIMIZED & SCALABLE AUTOMOTIVE PMIC PORTFOLIO Renesas embedded systems advantages Attach rate and revenue growth  Leverage large and expanding SoC/MCU SoC/MCU attach rate Revenue growth footprint. Co-development for seamless PMIC system integrat

  11. Slide 11: Summary

    SUMMARY Comprehensive power portfolio and strong IP serves as a GET POWERED BY RENESAS solid foundation for scalable and rapid growth Targeted high-growth verticals and digital attach strategy to drive diversification and sustainable, broad-based growth Accelerated growth fueled by the momentum in A

  12. Slide 12: Thank You

    THANK YOU © 2025 Renesas Electronics Corporation. All rights reserved. Page 12

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