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 This presentation contains forward-looking statements with respect to future results, performance and achievements that are subject to risk and unc
Slide 2: Industrial Group Businesses
Industrial Group Businesses Developing wide array of manufacturing solutions for cutting-edge electronics industry Canon Inc. Optical Canon Tokki Canon Anelva Canon Machinery Products Operations Semiconductor lithography equip. Die bonders Sputtering equip. Dry etching Wire bonding equip. FPD lithog
Slide 3: Semiconductor Manufacturing Equipment of the Industrial Group
Semiconductor Manufacturing Equipment of the Industrial Group Semiconductor device Manufacturing Process (Abstract) Front-end process Back-end process Deposit Coat Resist Expose Develop Etch Cut Expose Bond Inspect Product （Front-end Process） (Back-end process) Form thin film for Transfer circuit pa
Slide 4: Display Manufacturing Equipment Offered by Industrial Group
Display Manufacturing Equipment Offered by Industrial Group Display manufacturing process (Abstract) TFT Process Vacuum deposition process Back-end process Coat Vacuum Deposit Resist Expose Develop Etch deposition Seal Cut Product Circuit pattern on original plate Organic material heated in vacuum a
Slide 5: Semiconductor Market Trend
Semiconductor Market Trend Lithography O-S-D Lithography equipment market in units equipment CAGR21-27 market in units Semiconductor market (US$ M) Analog O-S-D 7.2% SPE market (US$ B) Logic Analog 9.3％ SPE Logic 9.7％ Micro 6.8％ Micro Memory 3.7％ ※O-S-D Optical Sensor Discrete Device Memory Canon pr
Slide 6: Display Market Trend
Display Market Trend Display market trend (Overall) TV market trend IT* market trend Smartphone market trend M [Units] (Large size) (Medium size) (Small size) * Desktop, laptop, tablet Unit sales M [Units] 300 Unit sales M [Units] 600 200 Unit sales M [Units] 800 80 10 40 400 0 0 0 ■TV ■IT ■Smartpho
Slide 7: Business Strategy
Business Strategy Expand business scale, market coverage , and application of semiconductor manufacturing equipment Raise the competitiveness of OLED manufacturing equipment Strengthen and expand data solutions service Cultivate new business domains by integrating core technologies 7
Slide 8: Expand business scale, market coverage, and application of semiconductor manufacturing equipment
Expand business scale, market coverage, and application of semiconductor manufacturing equipment Product lineup for SiP high-variety Product lineup for SoC mass production production Logic Packaging Power/LED CPU Lithography equip. Lithography equip. Nanoimprint High-productivity for WLP For PLP lit
Slide 9: Expand business scale, market coverage, and application of semiconductor manufacturing equipment
Expand business scale, market coverage, and application of semiconductor manufacturing equipment Semiconductor lithography equip. unit sales （台） 250 Optical Equipment Site 200 195 New 176 building Site of planned new plant 150 140 122 Site area: Approx. 70,000㎡ Cleanroom expansion within 100 84 Inve
Slide 10: Raise competitiveness of OLED manufacturing equipment
Raise competitiveness of OLED manufacturing equipment Resolution Higher resolution FPD lithography equip. MPAsp-E903T Larger panel size OLED Mass Production System System-ELVESS FPD lithography equip. MPAsp-H1003H FPD lithography equip. MPAsp-E813T FPD lithography equip. MPAsp-H1003T FPD lithography
Slide 11: Strengthen and expand data solutions service
Strengthen and expand data solutions service Launch “Lithography Plus,” a solutions platform for semiconductor manufacturing equip. Improve productivity of lithography equip. in operation at customer sites, integrating support know-how and data 2. Achieve high equipment 3. Achieve high yield by opti
Slide 12: Cultivate new business domains by integrating core technologies (1)
Cultivate new business domains by integrating core technologies (1) Nanoimprint semiconductor manufacturing equip. Next-generation semiconductor manufacturing equipment that can achieve circuit patterns in the 10 nm range at low cost Power consumption comparison (When forming 15nm pattern, Canon
Slide 13: Cultivate new business domains by integrating core technologies (2)
Cultivate new business domains by integrating core technologies (2) Semiconductor device manufacturing process (Abstract) Front-end process Back-end process Advanced packaging market Deposit Expose (Front-end process) Cut Expose Bond Inspect (Back-end process) Advanced packaging market (US$ B) Optic
Slide 14: Cultivate new business domains by integrating core technologies (3)
Cultivate new business domains by integrating core technologies (3) Machinery Automation Technology Thin-film die handling technology Next generation semiconductor manufacturing equip. Atomic diffusion Vacuum bonding technology deposition technology Anelva New Domain Tokki Offer new value by integra
Slide 15: 2023 Performance Outlook
2023 Performance Outlook Industrial Group Consolidated Performance (Billions of yen) Op. profit Op. profit ratio Net sales 400.0 Net sales and Operating profit 352.0 337.7 329.2 Operating profit ratio 300.0 200.0 100.0 58.0 44.9 61.8 0.0 Will firmly capture demand in the semiconductor and display pr