Renesas Electronics Corporation · TSE:6723
Renesas Electronics — Investor Day (June 2025)
23 slides from Renesas Electronics's investor day presentation, Jun 26, 2025
Slide 1: High Performance Computing
HIGH PERFORMANCE COMPUTING JUNE 26, 2025 VIVEK BHAN SVP AND GM OF HIGH PERFORMANCE COMPUTING RENESAS ELECTRONICS CORPORATION © 2025 Renesas Electronics Corporation. All rights reserved. Page 1
Slide 2: At a Glance
AT A GLANCE HIGH PERFORMANCE COMPUTING Our products / technologies 2024 Revenue Custom ASIC High performance, ultra-low power consumption 32bit MCU automotive MCU SoC High performance, high efficiency SoC IIoT for automotive xEV Control High performance ADAS custom ASIC & ASSP Infotainment © 2025 Re
Slide 3: Growth Drivers
GROWTH DRIVERS HIGH PERFORMANCE COMPUTING Revenue Growth drivers ADAS/AD with AI ADAS ADAS integration R-Car Gen4/5 GrowthStrong driverMCU/SoC portfolio Control Control *1 for E/E architecture xEV Motor control MCU with xEV Infortainment Power and Analog solution IIoT 2024 Mid-to-long term *1: Gatew
Slide 4: Processor Share and Design In
PROCESSOR SHARE AND DESIGN IN MCU share for automotive Design-in MCU RH850 (40nm) MCU RH850 (≦28nm) CAGR 2% CAGR 69% 2021 2024 2021 2024 SoC R-Car (Gen4/5) No.2 Major design-in RH850 U2A / B for Zone & xEV CAGR 2023 2024 60% 22.4% 23.7% Major design-in R-Car V4H outside of Japan Graphs created by Re
Slide 5: Market Outlook (Automotive)
MARKET OUTLOOK (AUTOMOTIVE) AUTO SEMICONDUCTOR MARKET GROWTH IS DRIVEN BY CONTENT PER VEHICLE Global light vehicle production*1 Automotive semiconductor TAM*3 (M Unit) ($B) 150 1.1x 140 100 120 50 1.8x 0 100 2024 2030 80 Content per vehicle*2 60 ($/Unit) 40 1,000 1.6x 20 500 0 0 2024 2030 2024 2030
Slide 6: Automotive Compute Strategy
AUTOMOTIVE COMPUTE STRATEGY FULL PORTFOLIO FROM MCU TO SOC WITH SCALABLE, FLEXIBLE AND CUSTOMIZABLE PLATFORM OEM: Scale across entire vehicle fleet Electrified, Automated & Connected Luxury Competitor Increasing semiconductor C Scale with common SW content per vehicle Higher-reuse to improve Increas
Slide 7: Renesas Platform Approach
RENESAS PLATFORM APPROACH SCALABLE, FLEXIBLE AND CUSTOMIZABLE PLATFORM TO SUPPORT OEM DIFFERENTIATION & REUSABILITY Solution-on-Chip Flexible and scalable Heterogenous and programmable architecture ASSP Standard product + flexible solution ASIC by chiplets Standard Customer product Highly Multi-appl
Slide 8: Renesas Growth in E/E Architecture Market
RENESAS GROWTH IN E/E ARCHITECTURE MARKET REVENUE GROWTH IS EXPECTED TO OUTPERFORM THE MARKET SAM growth*1 Revenue growth CAGR CAGR 25% 38% 2024 2032 2024 2032 *1: Source: Renesas Estimation based on TechInsights (2Q25) (GW+Zonal) © 2025 Renesas Electronics Corporation. All rights reserved. Page 8
Slide 9: Zonal Architecture Trend in Vehicle Control
ZONAL ARCHITECTURE TREND IN VEHICLE CONTROL OUR FLEXIBLE AND SCALABLE INTEGRATED SOLUTIONS SUPPORT THE NEEDS OF GLOBAL OEMS Domain Hybrid (Domain + Zone) Zone VC integrated type VC centralized type ADC ADC Central compute Central compute Central compute Central Central GW OR ADC CDC ADC CDC ADC CDC
Slide 10: Renesas Growth in EV Market
RENESAS GROWTH IN EV MARKET REVENUE GROWTH IS EXPECTED TO OUTPERFORM THE MARKET SAM growth*1 Revenue growth CAGR CAGR 7% 11% 2024 2032 2024 2032 *1: Source: Renesas Estimation based on TechInsights (2Q25) © 2025 Renesas Electronics Corporation. All rights reserved. Page 10
Slide 11: xEV Market Trend for Integration
xEV MARKET TREND FOR INTEGRATION EXPANDING MCU PORTFOLIO COVERS FROM STAND-ALONE OBC UP TO FULL INTEGRATION OF X-IN-1 xEV system will be integrated into X-in-1 type in the future, but integration level will depend on OEM Today Tomorrow MCU integrated BMS DCDC INV BMS MCU DCDC Integrate control funct
Slide 12: High Performance Computing MCU Product Strategy
HIGH PERFORMANCE COMPUTING MCU PRODUCT STRATEGY BROAD AND SCALABLE MCUS TO ADDRESS ALL OEM AND TIER 1 APPLICATIONS Broad market-leading MCU portfolio for all applications Broad & scalable Scale across all architectures with common software MCU platform Investments focused on strengths and emer
Slide 13: Target Markets of Auto 32-bit MCU
TARGET MARKETS OF AUTO 32-BIT MCU PROVIDE A RICH LINE-UP OF AUTOMOTIVE MCUS FOR THE VARIOUS NEEDS OF OUR CUSTOMERS 32-bit MCU Renesas core Arm® core RH850 / Uxx R-Car U series RH850 / U2x for general purpose RH850 / X1x Address our classical legacy MCU customer Address market required standard C
Slide 14: HPC 32-bit Auto MCU Market Coverage
HPC 32-BIT AUTO MCU MARKET COVERAGE MCU PORTFOLIO WELL COVERS ENTIRE AUTO MARKET REQUIREMENTS Crossover MCU R-Car / x5x (MPU) (Vehicle computer / High-end DCU) High-end R-Car U5x (6-32MB) RH850 / U2B-E high-end ASIL-D RH850 / U2A Mid range RH850 / RH850 R 6 -Car U5x (2-16MB) U2B Uxx 3 RH850 / U2C mi
Slide 15: Renesas Growth in ADAS Market
RENESAS GROWTH IN ADAS MARKET REVENUE GROWTH IS EXPECTED TO OUTPERFORM THE MARKET SAM growth*1 Revenue growth CAGR 8% CAGR 25% 2024 2032 2024 2032 *1: Source: Renesas Estimation based on TechInsights (2Q25) *2: Including X5H © 2025 Renesas Electronics Corporation. All rights reserved. Page 15
Slide 16: R-Car SoC Product Strategy
R-CAR SOC PRODUCT STRATEGY MODULAR HARDWARE AND SYSTEMS TO MEET OEM PROCESSING NEEDS High-performance compute SoCs with chiplet extension Scalable Scale across entire vehicle fleet with common software compute platform Early (shift left) & parallel HW & SW dev. (digital twin) Software-Define
Slide 17: 5th Generation of R-Car Automotive SoC
5TH GENERATION OF R-CAR AUTOMOTIVE SOC DESIGNED TO ADDRESS THE SHIFT TO CENTRALIZED ARCHITECTURE Leading-edge technology R-Car R-Car 3nm technology process for best-in-class power efficiency Cockpit Fusion Multi panoramic displays, GenAI In-car user experience Modular hardware approach Multi Die Pac
Slide 18: R-Car for ADAS/AD
R-CAR FOR ADAS/AD MULTI-GENERATION HISTORY WITH DRIVING ASSISTANCE SYSTEMS Japan and global footprint Gen3 on the road today for ADAS systems (and for cockpit) New products ramping Gen4 focused on ADAS ramping in 2H 2025 Core AI technology Gen5 optimized for advanced automated driving Safety Advance
Slide 19: R-Car for Software-Defined Vehicle
R-CAR FOR SOFTWARE-DEFINED VEHICLE ACCELERATE TIME TO MARKET AND MAXIMIZE REUSE OF DEVELOPMENT ASSETS SDV architecture For centralized and multi-domain compute solution Control Fast boot ADAS Cockpit Gateway Open, flexible platform Built on open-source, pre-integrated ecosystem solutions RTOS Commer
Slide 20: SoC Journey Beyond Gen5: Foundational Investments
SOC JOURNEY BEYOND GEN5: FOUNDATIONAL INVESTMENTS Our focus: Strengthening our capability and infrastructure for the SoCs of the future Shift left, SW first development HW and SW simulators, emulator and models Chiplets & advanced packaging Invest in differentiating IP New cores subsystem deve
Slide 21: China Strategy
CHINA STRATEGY MCU footprint increasing by successful launch of 28nm products (Growing revenue YoY) MCU market penetration in high growth segments (Zone, xEV, ADAS) Our approach under review for China market 28nm RH850 revenue for China Accelerate “China production” Localize manufacturing to a
Slide 22: Summary
SUMMARY Comprehensive and scalable portfolio covering ADAS, Zonal, and xEV architectures R-Car Gen5 designed to support the shift toward centralized vehicle architectures Open development platform accelerating time-to-market with flexibility and reusability Scalable MCUs with Renesas and Arm cores f
Slide 23: Thank You
THANK YOU © 2025 Renesas Electronics Corporation. All rights reserved. Page 23