Denso Corporation · TSE:6902

Denso — Investor Day (May 2019)

16 slides from Denso's investor day presentation, May 24, 2019

  1. Slide 1: Efforts in the Focus Fields (Electrification)

    Efforts in the Focus Fields (Electrification) Yukihiro Shinohara Electrification Systems Business Group Dialog day / 24th May 2019 / Yukihiro Shinohara / Electrification Systems Business Group © DENSO CORPORATION All Rights Reserved. /13

  2. Slide 2: Goal and growth target

    1. Goal and growth target Dialog day / 24th May 2019 / Yukihiro Shinohara / Electrification Systems Business Group © DENSO CORPORATION All Rights Reserved. 1 /13

  3. Slide 3: The number of electric vehicles is expected to grow

    Goal of the electrification business Fuel cell vehicles (FCVs) Hybrid vehicles (HVs) Electric vehicles (EVs) Plug-in hybrid vehicles (PHVs) Natural gas-powered vehicles (CNG/LPG) – Forecast of the global electrification market – Clean diesel vehicles (D) Gasoline vehicles (G) Source: Documents from

  4. Slide 4: Goal of the electrification business

    Goal of the electrification business – Core products that underpin overall management – CLOUD Kinetic management Thermal management Mobility IoT Core Compressor AD/ADAS External condenser HVAC Expansion valve Laser Instrument cluster Energy management Safety and comfort Stop Turn Drive Wiper system

  5. Slide 5: Electrification systems business Revenue target for FY2026

    Electrification systems business Revenue target for FY2026 (billion （億円） yen) 2,000 1,000 (Assumed foreign exchange rate) 2019 (results) 2022 (target) 2026 (target) USD 111 100 100 EUR 128 120 120 Grow the business to more than two trillion yen by FY2026 by contributing to the spread of electrificat

  6. Slide 6: Efforts to achieve the target

    2. Efforts to achieve the target Dialog day / 24th May 2019 / Yukihiro Shinohara / Electrification Systems Business Group © DENSO CORPORATION All Rights Reserved. 5 /13

  7. Slide 7: Capability to achieve electrification – Individual capability × Core technology

    Capability to achieve electrification – Individual capability × Core technology – MG Inverter Battery ECU Motor generator Core products Press SC winding Technology to monitor Core Double-sided cooling many cells accurately technologies technology Global share 15.8% 32.4% 35.5% 2018 DENSO Hirose Plan

  8. Slide 8: Capability to achieve electrification – Goal of business and products

    Capability to achieve electrification – Goal of business and products to spread electrification – Performance requirements in the Core & customization market 3000 DE Installation Digital engineering Demand forecast (global) requirements 2500 (2025) (requirements for collision, cooling, Market covera

  9. Slide 9: Efforts in electrification – Taking on challenges to create new value

    Efforts in electrification – Taking on challenges to create new value – Neusoft Suzuki Toshiba Reach Battery pack EPS TDSG HSG DZ BMS Small motor Charger Radar Charger, etc. SMR DDC High-voltage Power supply + Drive system Environmental battery module Electric compressor HVAC ECU Monitoring ECU Safe

  10. Slide 10: Efforts in electrification – Enhance profitability to underpin the next growth phase

    Efforts in electrification – Enhance profitability to underpin the next growth phase – Global supply system in six regions Anjo Electrification Development Center (EIC) to be ー ー established in May 2020 Europe Asia North America Japan ● Technology Development Base Electronic components production bu

  11. Slide 11: Long-term efforts

    3. Long-term efforts Dialog day / 24th May 2019 / Yukihiro Shinohara / Electrification Systems Business Group © DENSO CORPORATION All Rights Reserved. 10 /13

  12. Slide 12: Electrification business – Efforts to enhance competitiveness

    Electrification business – Efforts to enhance competitiveness Inverter Advanced materials α-Ga O α- Ga O α- 2 3 2 3 α-Ga O α- Ga O α- 2 3 2 3 α-Ga O α- Ga O α- High Low-loss power 2 3 2 3 α-Ga O α- Ga O α- 2 3 2 3 efficiency semiconductor material Corundum-structured gallium oxide Light MG High-perf

  13. Slide 13: Electrification business – Long-term efforts: Meet various mobility needs

    Electrification business – Long-term efforts – Understand various mobility needs Fields to be strengthened New fields, quick technology development Ultra-lightweight, lightweight, high efficiency, high quality Complete regeneration and simplification Expansion of vehicle value Meet various mobility

  14. Slide 14: Make the sky clear using DENSO's electrification technology

    Make the sky clear using DENSO’s electrification technology Dialog day / 24th May 2019 / Yukihiro Shinohara / Electrification Systems Business Group © DENSO CORPORATION All Rights Reserved. 13 /13

  15. Slide 15: DENSO Crafting the Core

    DENSO Crafting the Core

  16. Slide 16: Individual capability × Core technology

    Individual capability × Core technology MG DC-DC Converter ECU Inverter On-Board-Charger Completely eliminate waste in electricity consumption to achieve comfort, improve the response, and extend the range Dialog day / 24th May 2019 / Yukihiro Shinohara / Electrification Systems Business Group © DEN

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