Canon Inc. · TSE:7751
Canon — Investor Day (March 2023)
15 slides from Canon's investor day presentation, Mar 6, 2023
Slide 1: Canon Inc. 2023 Corporate Strategy Conference: Industrial Group
Canon Inc. 2023 Corporate Strategy Conference Industrial Group March 6, 2023 Hiroaki Takeishi Senior Managing Executive Officer Head of Industrial Group
Slide 2: Industrial Group composition and focus
The Industrial Group consists of the Optical Products Operations of Canon Inc., Canon Tokki, Canon Anelva, and Canon Machinery. The Industrial Group offers a variety of manufacturing solutions for cutting- edge electronics industries, with a focus on semiconductors and displays. With the establishme
Slide 3: Products in semiconductor manufacturing processes
The image shows how our products fit into semiconductor manufacturing processes. We, as a group, have established a product lineup that covers the long and complex manufacturing processes. The Optical Products Operations of Canon Inc. develops lithography equipment for both front- and back-end proce
Slide 4: Products in display manufacturing
In the field of display manufacturing, we offer lithography equipment as well as equipment used in the deposition process, key processes in the manufacturing of LCD and OLED displays. The Optical Products Operations of Canon Inc. develops lithography equipment that incorporate proprietary large-size
Slide 5: Semiconductor market trend
The image shows the semiconductor market trend which we predict based on research company reporting. In the semiconductor market, we expect continuing medium- to long-term growth of all kinds of semiconductor devices. Currently memory is in a period of rebalancing, while other devices are showing st
Slide 6: Display market outlook
The display market is currently stagnant. However, from a medium- to long- term perspective, it is expected to continue to expand going forward. OLED displays are the driver of market growth. TVs and smartphones that incorporate OLED displays continues to grow, and we expect acceleration in the adop
Slide 7: The four business strategies of the Industrial Group
Next, the four business strategies of the Industrial Group. 7
Slide 8: Strategy 1: Expand semiconductor equipment business
Our first business strategy is to “expand business scale, market coverage, and application of semiconductor manufacturing equipment”. Semiconductor devices will continue to be miniaturized, mainly in advanced logic and memory. At the same time, devices and processes will become more diversified. The
Slide 9: Lithography equipment demand and new Utsunomiya plant
Over the past few years, the number of semiconductor lithography equipment sold has increased rapidly. We will see further demand growth over the medium- to long-term, as well. Addressing this expectation, we decided to build a new plant in Utsunomiya, which is scheduled for completion in 2025, to f
Slide 10: Strategy 2: Raise competitiveness of OLED equipment
Our second business strategy is to “raise competitiveness of OLED manufacturing equipment”. We will continuously introduce products that respond to the two market trends of higher resolutions and larger displays. And, going forward, we will develop lithography equipment and deposition equipment that
Slide 11: Strategy 3: Strengthen data solutions service
Next, our third business strategy is to “strengthen and expand data solutions service”. In semiconductor manufacturing facilities, various controls are essential to maintain high operating rates and yields. Here, we see an opportunity to commercialize data solutions. We will take full advantage of L
Slide 12: Strategy 4: Cultivate new business domains, nanoimprint
Through our fourth business strategy, “cultivate new business domains by integrating core technologies”, we aim to accelerate our business expansion. As a next-generation of semiconductor lithography equipment, we are focused on developing nanoimprint tools that can realize semiconductor circuit pat
Slide 13: Advanced packaging market
As a new domain, another area of focus is the advanced packaging market, which is expected to grow at an average annual rate of 10% going forward. In this area, our lithography equipment have secured high market share, which we will strive to further expand. In the area of bonding, which is an impor
Slide 14: Core technologies and group synergies
Industrial Group companies possess a variety of core technologies that are at the cutting edge of the industry. The group structure allows us to integrate these core technologies and develop new business domains. Going forward, we will maximize group resources to create synergies. 14
Slide 15: Future outlook
Next, future outlook. The Industrial Group has been making steady progress in both business scale and profit structure over the past few years. In addition to growth in the major businesses of semiconductor and display manufacturing equipment, synergies through collaboration are gradually baring fru