Minebeamitsumi Inc. · TSE:6479
Minebeamitsumi — Investor Presentation (July 2021)
16 slides from Minebeamitsumi's investor presentation, Jul 7, 2021
Slide 1: Business Strategy of Analog Semiconductor
Business Strategy of Analog Semiconductor July 7, 2021 Yoshihisa Kainuma Representative Director, CEO & COO
Slide 2: Review: Laying the New Foundation for 100th Anniversary (1)
Review: Laying the New Foundation for 100th Anniversary (1) From the Investor Meeting Focus on M&A in order to strengthen Presentation on May 7, 2021 the earnings base by toughening the 8 spears 1 Bearings 2 Motors Initiatives to 3 Access products make 8 spears 4 Analog semiconductors stronger 5 Sen
Slide 3: Review: Laying the New Foundation for 100th Anniversary (2)
Review: Laying the New Foundation for 100th Anniversary (2) QCDS＋E＝QCDSE From the Investor Meeting Presentation on May 7, 2021 Q C D E S S uality ost elivery co /efficiency ervice peed Example of reduction of emissions Reducing our Help the world emissions reduce emissions 1 million tons * In accord
Slide 4: Review: Analog Semiconductor Business Strategy
Review: Analog Semiconductor Business Strategy From the Investor Meeting Realize 100 billion yen in sales and a 20% operating margin ASAP Presentation on May 7, 2021 Deep dive into core technologies and move ahead with developing 8 fields for semiconductors to achieve targets with niche and growth a
Slide 5: Background of current measures
Background of current measures Expand analog semiconductor business by strengthening both hardware and software, and enhance INTEGRATION activities Hardware Software Acquisition of 8-inch Fab Recruitment of engineers Business integration Opened two new with OMRON development bases MEMS R&D/Productio
Slide 6: Hardware: Outline of OMRON MEMS R&D/Production Center
Hardware: Outline of OMRON MEMS R&D/Production Center Successfully acquired an 8-inch wafer process factory in Japan, which had been considered extremely difficult! Outline of Acquired Business Acquisition of 8-inch front-end process OMRON Yasu facility • Additional investment Under application Semi
Slide 7: Software: Expand technology development system
Software: Expand technology development system Strengthen technology development team to deepen analog semiconductor technology and expand product lineup Atsugi / Chitose (MITSUMI) Takatsuka (ABLIC) Li-ion battery protection, automotive Li-ion battery protection, automotive power supply, MEMS custom
Slide 8: What is analog semiconductor?
From the IR DAY Presentation What is analog semiconductor ? on Dec 3, 2020 Note: Partly updated Analog semiconductor represents information as “lower” or “higher”, different from digital semiconductor that represents information with “0” or “1”. To process various Analog semiconductor Digital semico
Slide 9: Strength over competitors
From the IR DAY Presentation Strength over competitors on Dec 3, 2020 Note: Partly updated Develop products meeting customer needs. (Leading makers cannot do it.) × Leading analog Sound out the market potential Provide wide range of by introducing general- semiconductor maker product lineup. purpose
Slide 10: Information & communications <Li-ion battery IC>
Information & communications <Li-ion battery IC> From the IR DAY Presentation Intensify core technology along with technological evolution of on Dec 3, 2020 Note: Partly updated earphones and quick charge for smartphones. Product 1. Advanced development of battery protection IC along with evolution
Slide 11: Motor vehicle <Power supply IC, magnetic sensor IC>
Motor vehicle <Power supply IC, magnetic sensor IC> Applications using automotive power supply IC and magnetic From the IR DAY Presentation on Dec 3, 2020 sensor IC are increasing! In-vehicle camera TCU/V2X market market FY25 108Mpcs FY25 266Mpcs CAGR 15% CAGR 11% ADAS / autopilot ECU Motor market m
Slide 12: Motor vehicle <Power supply IC, magnetic sensor IC> High quality
Motor vehicle <Power supply IC, magnetic sensor IC> Expand high-value-added product lineup using our strength From the IR DAY Presentation on Dec 3, 2020 along with growth in automotive application market. Strength of automotive power IC Strength of automotive magnetic sensor IC Reset IC “starts a s
Slide 13: Industrial & Auto <IGBT>
Industrial & Auto <IGBT> Product 1. Business development specializing in chip business -focusing on Greater China market- strategy 2. Contributing to technological innovation in power equipment by minimizing loss, high speed, and high breakdown resistance 3. 8-inch new Fab to expand sales and automo
Slide 14: Infrastructure <CLEAN-Boost Technology>
Infrastructure <CLEAN-Boost Technology> From the IR DAY * Received IEEE Award in 2019 What is CLEAN-Boost ® Technology? for related technology. Presentation on Dec 3, 2020 Technology to accumulate and boost small amounts of Realize energy (1 μW) up to 30,000 times (30 mW) to enable wireless transmis
Slide 15: Analog Semiconductor Business Trends and Future
Analog Semiconductor Business Trends and Future Aiming to move up the target of “¥100 billion sales in the next four years” 200 Analog Semiconductor Sales 100 Addition (Billions of yen) Organic growth ＋ 65 more M&A ABLIC 23 2017 2021 数年up 2025 Within 10 years Move Forecast Target July 7, 2021 15
Slide 16: conditions or demand trends related to MinebeaMitsumi’s business operations; (ii) fluctuation of July 7,
Any statements in this presentation which are not historical are future projections based on certain assumptions and executive judgments drawn from currently available information. Please note that actual performance may vary significantly from any particular projection due to various factors. Facto