Renesas Electronics Corporation · TSE:6723
Renesas Electronics — Investor Day (June 2025)
14 slides from Renesas Electronics's investor day presentation, Jun 26, 2025
Slide 1: Digital to Differentiate Silicon
DIGITAL TO DIFFERENTIATE SILICON JUNE 26, 2025 ARAM MIRKAZEMI SVP AND GM OF SOFTWARE & DIGITALIZATION RENESAS ELECTRONICS CORPORATION © 2025 Renesas Electronics Corporation. All rights reserved. Page 1
Slide 2: From Vision to Execution
FROM VISION TO EXECUTION Strategic Successful vision execution Bringing software-first execution to Renesas © 2025 Renesas Electronics Corporation. All rights reserved. Page 2
Slide 3: Digital Unlocking the Value of Silicon
DIGITAL UNLOCKING THE VALUE OF SILICON Revenue synergies Customer network synergies Organizational We are seeing an exciting path ahead as we Our business strategy is based on synergies combine Altium’s leading software tools, “Digital differentiating silicon” cloud platform and electronic parts sea
Slide 4: Digitalization to Streamline Industry Value Chains
DIGITALIZATION TO STREAMLINE INDUSTRY VALUE CHAINS Discover.X Develop.X Electronics parts Electronic design Software.X ` distribution & development System Embedded software engineering Brokers & Product lifecycle solution OS-Ware Surplus dealers management IP core Linux / RTOS vendors Electronics Mi
Slide 5: .X Strategy – The Path to Digitalization
.X STRATEGY – THE PATH TO DIGITALIZATION Transformation of the Electronic Industry through the digitalization and cloud-enablement of key industry processes involved in the DISCOVERY, DEVELOPMENT, and LIFECYCLE management of electronics HARDWARE and SOFTWARE systems required for the creation of Soft
Slide 6: Renesas 365 – The Platform for Digitalization
RENESAS 365 – THE PLATFORM FOR DIGITALIZATION Web application Embedded World booth Based on the .X strategy and powered by Altium, Renesas 365 is the first-generation embodiment of Renesas’ digitalization vision, bringing together silicon and software on a collaborative cloud platform to streamlin
Slide 7: Renesas 365 to Drive Revenue Synergies
RENESAS 365 TO DRIVE REVENUE SYNERGIES Leading with Early success in Expanding success Launch the Virtual tier one Launch & Early strength to secure software defined to other industry automotive addition platform for the adoption early business wins products segments of Renesas 365 electronics indus
Slide 8: Altium Performing Well & Positioning for Future Growth
ALTIUM PERFORMING WELL & POSITIONING FOR FUTURE GROWTH © 2025 Renesas Electronics Corporation. All rights reserved.
Slide 9: Altium Industry Leading Products
ALTIUM INDUSTRY LEADING PRODUCTS Discover Develop Lifecycle Leading Search and Discovery Leading Design Software Leading Cloud Platform website for electronics parts for printed circuit boards for electronic design development The most popular search platform for Largest professional userbase
Slide 10: Diversity of Applications and High-Profile Customers
DIVERSITY OF APPLICATIONS AND HIGH-PROFILE CUSTOMERS Automotive Aerospace & Defence Life sciences Mobile devices Consumer electronics Electronics & High-tech Research & Education Industrial controls Computers Semiconductors Altium is the differentiated category leader of PCB design and empowers inno
Slide 11: Altium Competitive Positioning
ALTIUM COMPETITIVE POSITIONING 2020’s Expedition Siemens Allegro X Cadence CR-8000 Zuken Competes against high-end tools Lifecycle with Agile Enterprise positioning Unrivalled in the Mainstream Develop Coopetition with the low-end Discover tools (mostly free/open source) EAGLE / Autodesk Fusion KiCA
Slide 12: Altium Performance Update
ALTIUM PERFORMANCE UPDATE Enterprise cohort view growth We continue to see strong growth in our enterprise segment The continued adoption of enterprise platform portends our belief in scaling up- market with Altium Lifecycle solution for our high-end customer base Annual Recurring Revenue (ARR
Slide 13: Summary
SUMMARY Bringing ‘software-first’ execution to Renesas .X strategy plays an integral role of transformation of the electronic industry resulting in a new platform for the creation of software-defined products Regaining Renesas MCU #1 position through digitalization © 2025 Renesas Electronics Corpora
Slide 14: Thank You
THANK YOU © 2025 Renesas Electronics Corporation. All rights reserved. Page 14