Hitachi, Ltd. · TSE:6501
Hitachi — Investor Day (June 2011)
27 slides from Hitachi's investor day presentation, Jun 16, 2011
Slide 1: Information & Control Systems Business Strategy
Information & Control Systems Business Strategy Hitachi IR Day 2011 June 16, 2011 Yutaka Saito Vice President and Executive Officer President & CEO Information & Control Systems Company Hitachi, Ltd. © Hitachi, Ltd. 2011. All rights reserved.
Slide 2: Contents
Information & Control Systems Business Strategy Contents 1. Business Overview 2. Market Trends 3. Business Policy and Growth Strategy 4. Business Performance Trends and Targets 5. Conclusion © Hitachi, Ltd. 2011. All rights reserved.
Slide 3: Positioning of the Information & Control Systems Company
Positioning of the Information & Control Systems 1-1 Company Revenues by Business Field Social Innovation Business Power Social Systems Infrastructure & 35 % Industrial Systems, etc. Information & Power Systems Industrial & Social Rail Systems 45% Telecommunication Company Infrastructure Company Rai
Slide 4: Business Overview
1-2 Business Overview Wide application scope from information to control systems Social Infrastructure & Power Systems Railway Systems Industrial Systems Traffic control Seat reservation From system proposals to MONOZUKURI Power generation (Thermal/pumped hydro),power systems systems Road traffic co
Slide 5: System Examples (1)
1-3 System Examples (1) Power Systems Railway Systems Kyushu Electric Power Co., Inc. JR Kyushu Shinkansen centralized electricity transmission IT system operations management system Overview of Customer Response Process Operates from May 2010 (All lines in March 2011 and the start of through servic
Slide 6: System Examples (2)
1-4 System Examples (2) Social Infrastructure Systems Industrial Systems Kashiwa City Water Department Mori Building Energy Web system Water distribution control system Contributes to the area with surplus electricity created by energy conservation in buildings Central control room Pressure distribu
Slide 7: Contents
Information & Control Systems Business Strategy Contents 1. Business Overview 2. Market Trends 3. Business Policy and Growth Strategy 4. Business Performance Trends and Targets 5. Conclusion © Hitachi, Ltd. 2011. All rights reserved.
Slide 8: Market Trends—Information and Control Systems Market
Market Trends—Information and Control Systems 2-1 Market Continuous expansion in the global social infrastructure systems market Increasing global demand for Increasing needs for next-generation infrastructure systems infrastructure systems Infrastructure Information and Control Systems Market* Larg
Slide 9: Demand for Social Infrastructure
2-2 Demand for Social Infrastructure Safe, secure, and comfortable society that is eco-friendly Energy Mobility Renewable Energy Smart Navigation Stores Recycling Financial facilities Factories Smart Mobility institutions Smart Grids Buildings Next-generation Energy stations cities Public Stations f
Slide 10: Competitive Environment
2-3 Competitive Environment Realize Balance between Comfort(Life) and Efficiency (Infrastructures) with Information and Control Solutions Equipment Control Automation Information GE Hitachi ABB Group companies have Siemens been developing businesses, collaborating IBM in a wide range of fields Infor
Slide 11: Contents
Information & Control Systems Business Strategy Contents 1. Business Overview 2. Market Trends 3. Business Policy and Growth Strategy 4. Business Performance Trends and Targets 5. Conclusion © Hitachi, Ltd. 2011. All rights reserved.
Slide 12: Business Policy and Growth Strategy
3-1 Business Policy and Growth Strategy Develop solutions that fuse information and control in global growth markets Growth strategies Action Plans Promote the total Power Systems : Promote next-generation smart grid solutions, solution business extending from power generation, based on information
Slide 13: Promoting the Total Solution Business: Power Systems
Promoting the Total Solution Business (1) 3-2 Power Systems Promote next-generation smart grid solutions, extending from power generation, transmission and distribution to consumer systems Power system infrastructure Increased business efficiency Business Initiatives of operators Large-scale integra
Slide 14: Power Systems Example: Spain
Promoting the Total Solution Business (1) 3-3 Power Systems Example: Spain Demonstration of smart city in Europe, where power supply has been deregulated EV / Green Mobility promoting project Project Scheme (joint project with Mitsubishi Corporation & Mitsubishi Heavy Industries, Ltd. ) Mitsubishi C
Slide 15: Power Systems Example: Hawaii
Promoting the Total Solution Business (1) 3-4 Power Systems Japan-U.S. Collaborative Demonstration Project for World Example: Hawaii Leading Remote Island Smart Grids Energy situation in Hawaii Maui Large-scale introduction of renewable energy (15%→40% /2012 Plan) EV recharging location Wind power g
Slide 16: Promoting the Total Solution Business: Railway Systems
Promoting the Total Solution Business (1) 3-5 Railway Systems Promote total solutions for railways, extending from railway control to passenger services Onboard equipment Business initiatives Onboard guidance system Railway transportation Strengthen domestic railway systems Wayside and onboard opera
Slide 17: Expanding Business in Global Growth Markets (1)
3-6 Expanding Business in Global Growth Markets (1) Develop regionally, centered on the social infrastructure systems market in emerging countries China Americas, Europe Strengthen local bases to expand control Enter smart grid market based on systems business demonstration projects and extend to (S
Slide 18: Expanding Business in Global Growth Markets (2)
3-7 Expanding Business in Global Growth Markets (2) Accelerate localization of manufacturing, sales and services in emerging country markets Establish frameworks for developing, providing and maintaining highly reliable systems stably Enhance production technologies (Localize with view to local cons
Slide 19: Expanding Business in Global Growth Markets (3): China
3-8 Expanding Business in Global Growth Markets (3) China Promote Demonstration Projects to enter Smart City and Smart Grid Market [Revenue target: at least ¥40 billion (FY2015)] Strengthen local bases to expand control system business China business bases Reinforce local engineering resource Increa
Slide 20: Expanding Business in Global Growth Markets (4): India
3-9 Expanding Business in Global Growth Markets (4) India Expand business domains through entry from plant control systems business Enter plant control systems market [Revenue target: at least ¥40 billion (FY2015)] Offer power electronics and its application control system suit for stable plant oper
Slide 21: Promoting Strategic Investments
3-10 Promoting Strategic Investments Bolster business base and Develop platforms Demonstrate dispersed EMS that Key Investments enhances BCP Self verification of EMS Boost Smart City / Smart Grid business Bolster business base solar power generation, storage based on the outcomes of internal and bat
Slide 22: Contents
Information & Control Systems Business Strategy Contents 1. Business Overview 2. Market Trends 3. Business Policy and Growth Strategy 4. Business Performance Trends and Targets 5. Conclusion © Hitachi, Ltd. 2011. All rights reserved.
Slide 23: Business Performance Trends and Targets
4 Business Performance Trends and Targets Revenues (Billion yen) 35% Overseas revenue ratio (%) 400 20% 350 7% 7% 9% Social infrastructure & industrial systems, etc. 300 250 232.9 233.2 235 200 Railway systems 100 Power systems ～ ～ 0 FY2009 FY2010 FY2011 FY2012 FY2015 Forecast Plan Plan * Revenues a
Slide 24: Contents
Information & Control Systems Business Strategy Contents 1. Business Overview 2. Market Trends 3. Business Policy and Growth Strategy 4. Business Performance Trends and Targets 5. Conclusion © Hitachi, Ltd. 2011. All rights reserved.
Slide 25: Conclusion: FY2015 Targets
5 Conclusion FY2015 Targets Revenues: ¥350.0 billion Overseas revenue ratio: 35% Drive the Social Innovation Business by providing total solutions fusing information and control © Hitachi, Ltd. 2011. All rights reserved. 25
Slide 26: Cautionary Statement
Cautionary Statement Certain statements found in this document may constitute “forward-looking statements” as defined in the U.S. Private Securities Litigation Reform Act of 1995. Such “forward-looking statements” reflect management’s current views with respect to certain future events and financial
Slide 27: HITACHI Inspire the Next
HITACHI Inspire the Next