Renesas Electronics Corporation · TSE:6723
Renesas Electronics — Investor Day (May 2023)
20 slides from Renesas Electronics's investor day presentation, May 19, 2023
Slide 1: Global Sales & Marketing Strategy
GLOBAL SALES & MARKETING STRATEGY MAY 19, 2023 CHRIS ALLEXANDRE SVP, CSMO AND HEAD OF GLOBAL SALES & MARKETING UNIT RENESAS ELECTRONICS CORPORATION © 2023 Renesas Electronics Corporation. All rights reserved.
Slide 2: Playbook to Drive Revenue Growth
PLAYBOOK TO DRIVE REVENUE GROWTH Deeper Broader Sell more to same customers Sell to more customers New customer acquisition Solution & Block diagram selling Analog + Power + Embedded Processing + Connectivity Diversification of Revenue base © 2023 Renesas Electronics Corporation. All rights reserved
Slide 3: Our Execution Model
OUR EXECUTION MODEL Deeper Broader Digital Automotive Industrial Infrastructure IoT Mass Market New ! Vertical sales Regional sales Acceleration lane Digital becomes a Grow at same customers New customer sales channel Win share at Strategic customers in 4 focus verticals by winning more acquis
Slide 4: 2023 Sales & Marketing Priorities
2023 SALES & MARKETING PRIORITIES One Global Sales & Marketing Team being and held accountable to delivering results Organization development & scaling to enable the future Execution on our Go-To-Market model for consistent growth Accountability to deliver results in 2023, ready for 2030 © 2023 Rene
Slide 5: Better Together: One Global Sales & Marketing
BETTER TOGETHER: ONE GLOBAL SALES & MARKETING Organization development to enable the future Solution and Cross One Sales Operations & One Regional Sales & One Technical Team Selling Digital Communications Distribution Team Selling all Renesas For more efficiency to Continuing to increase Catapulting
Slide 6: Winning Combo: A System Selling Journey
WINNING COMBO: A SYSTEM SELLING JOURNEY Industrial IoT Infrastructure Automotive Broad market & Key tech 141 122 38 38 85 44 47 7 3 20 (*in development) Winning Combo PoC (Proof of Concept) As of 1Q 2023 © 2023 Renesas Electronics Corporation. All rights reserved. 6
Slide 7: Solution Focus – Winning Combo
SOLUTION FOCUS – WINNING COMBO Cumulative count D-in LTV *1 35% (oku yen) 50% Full-system of Total D-in 12,000 500 500 434 10,000 400 8,000 333 300 29％ 6,000 Auto 203 200 4,000 17％ Industrial, 101 Infra and 100 2,000 IoT 8％ 1％ 0 0 2019 2020 2021 2022 2023 2019 2020 2021 2022 2023 Target Target *1: C
Slide 8: Vertical Sales Strategy
VERTICAL SALES STRATEGY 2022 SAM Infrastructure IoT Industrial $10B $13B $10B 5G Automotive Japan EMEA AMEC China APAC $4.9B $8.5B $7.5B $10B $3.5B Source: Renesas estimation © 2023 Renesas Electronics Corporation. All rights reserved. 8
Slide 9: Regional Strategy: More Significant Customers
REGIONAL STRATEGY: MORE SIGNIFICANT CUSTOMERS Target 1,500 Deeper Renesas Sales & Assigned 800+ Distribution focus accounts accounts worldwide + Cross sell everywhere Mass market 2,500+ target accounts accounts worldwide Broader Web & Rest of market 10,000+ Distribution accounts worldwide © 2023 Ren
Slide 10: One Technical Team to Enable Best Support
ONE TECHNICAL TEAM TO ENABLE BEST SUPPORT In-depth system understanding Winning Combo solutions Vertical Segment System & Solutions Regional Sales & FAE Team Sales & FAE ”system experts” “winning combo “system selling for everyone” for all customers” Easy to sell/optimized UX necessity © 2023 Renesa
Slide 11: D-in Trend: Delivering Results to Enable 2030
D-IN TREND: DELIVERING RESULTS TO ENABLE 2030 By Vertical By Product type (oku yen) (oku yen) CAGR CAGR 25,000 25,000 Mass Acceleration 52% Acceleration market 20,000 20,000 Analog 19% 28% IoT & Power 15,000 20% 15,000 Infra 37% Industrial 10,000 10,000 Embedded 25% processing 19% 5,000 Auto 5,000 0
Slide 12: Opportunity to Go for $20B+ Revenue
OPPORTUNITY TO GO FOR $20B+ REVENUE More customers buying more from Renesas directly, Broader and deeper customer base indirectly but also digitally More / All Renesas products to all customers, x-SG cross selling Automotive, Industrial, Infrastructures and IoT Enabling customer to design better and
Slide 13: x-SG Cross D-in Trend
X-SG CROSS D-IN TREND (oku yen) 2,000 CAGR 1,500 Analog 282% & Power 1,000 500 Embedded 143% processing 0 2021 2022 2023 Target Embedded processing: MCU+SoC Analog & Power: including connectivity © 2023 Renesas Electronics Corporation. All rights reserved. 13
Slide 14: Advancing Our Digital Success
ADVANCING OUR DIGITAL SUCCESS Digital Experience Data & Intelligence Speed online customer success Use data to better serve customers © 2023 Renesas Electronics Corporation. All rights reserved. 14
Slide 15: Renesas.com Enhancements
RENESAS.COM ENHANCEMENTS New! Coming soon Design and functional Engineering Interactive Online store improvements community block diagrams Dynamically generated parts list to launch on 2x 2x 58,000 3,500 new Winning Combos products pages. website visits web team size participants © 2023 Renesas Elec
Slide 16: Chip to Cloud Ecosystem: Simplifying the Design Process
CHIP TO CLOUD ECOSYSTEM: SIMPLIFYING THE DESIGN PROCESS 1 2 3 4 5 Remote Debugging, Test what Bring SW before Turn imagination Get everything you need: Schematic & layout we have built HW into reality Go beyond Renesas generation Saf’FJ QC Studio QC IOT QC Studio 2.0 Ensure risk mitigation and faste
Slide 17: QC-IoT & QC-Studio: Accelerate Your Design Cycle
QC-IoT & QC-STUDIO: ACCELERATE YOUR DESIGN CYCLE Quick-Connect Studio Quick-Connect IoT Arduino Shields Click Boards Generate Project & Import directly to E2Studio Digilent PMODs Reduce risk by testing system HW & SW before committing © 2023 Renesas Electronics Corporation. All rights reserved. 17
Slide 18: Summary: How Do We Drive Consistent Long Terms Growth
SUMMARY: HOW DO WE DRIVE CONSISTENT LONG TERMS GROWTH Our Deeper and Broader execution playbook for growth is based on increasing content per customer and selling to more customers leveraging winning combinations The x-SG cross selling represents a significant opportunity to accelerate growth in our
Slide 19: Thank You
THANK YOU © 2023 Renesas Electronics Corporation. All rights reserved. 19
Slide 20: Forward-Looking Statements
(FORWARD-LOOKING STATEMENTS) The statements in this presentation with respect to the plans, strategies and forecasts of Renesas Electronics and its consolidated subsidiaries (collectively “we”) are forward-looking statements involving risks and uncertainties. Such forward looking statements do not r