Minebeamitsumi Inc. · TSE:6479
Minebeamitsumi — Investor Presentation (December 2024)
35 slides from Minebeamitsumi's investor presentation, Dec 17, 2024
Slide 1: Small Meeting: Semiconductor Business
Small Meeting: Semiconductor Business December, 2024 Yoshihisa Kainuma Representative Director, Chairman CEO Katsuhiko Yoshida Director, President COO & CFO Koji Yano Head of Semiconductor BU at Semiconductors & Electronics Headquarters December, 2024
Slide 2: Today's Agenda
Today’s Agenda 1 Our Strategy and Positioning of Semiconductor Business 2 Explanation of Semiconductor Business Strategy 3 Q&A December, 2024 1
Slide 3: Today's Agenda
Today’s Agenda 1 Our Strategy and Positioning of Semiconductor Business 2 Explanation of Semiconductor Business Strategy 3 Q&A December, 2024 2
Slide 4: Long-term Trend of Sales and OP
Long-term Trend of Sales and OP Toward 2.5 trillion yen in sales and 250 billion yen in OP 2,500 250 Record sales for 11 consecutive terms! 1,620 1,730 1,560 *FY3/25-FY3/27 plan does not include 1,402 additions from new M&As. 150 125 （billions of yen） 103 Sales 74 OP 256 13 FY3/09 FY3/10 FY3/11 FY3/
Slide 5: Growth Strategy
Growth Strategy 1 Organic Growth As global GDP grows, disposable income per person in the market rises. Sales of high-end functional products will increase the necessity for high-end components Development of high- 2 M&A 4 value added products ＋ Ingrate companies with synergies, mainly in the
Slide 6: Our Room for Growth - Eight Spears Strategy
Our “Room for Growth” - Eight Spears Strategy Analog semiconductors now positioned as the Second Spear, operating income of 30 billion yen is our target to come. Aim for net sales of 200 billion yen and an operating margin of 30% in FY3/29 in the medium term 1 Bearings Operating income 60 billion ye
Slide 7: INTEGRATION of Semiconductor Business and the Core Businesses
INTEGRATION of Semiconductor Business and the Core Businesses Expand business by creating synergies by INTEGRATION among 8 core businesses (8 spears) Achieve one-of-a-kind system performance leveraging analog/power semiconductor technologies High-efficiency fan motor High power supply FAN motor Bear
Slide 8: Semiconductor Business: Today's Points
Semiconductor Business: Today’s Points Accelerated growth in both analog and power semiconductor markets from 2025 onward Aiming to become a "Global Niche Top" in our field of expertise! Key Points Global market forecast Analog semiconductor: Analog semiconductors 1 Promote global niche top strategy
Slide 9: Semiconductor Business: Overview
Semiconductor Business: Overview Semiconductor Semiconductor type Sales by country Production ratio niche ratio ratio Application ratio ratio (pre-process) 5% 3% 2% 20% 6% 7% 20% 6% 22% 40% 37% 9% 32% 60% 25% 80% 27% 80% 6% 13% Mobile Japan U.S アナログ半導体 Analog semiconductor Automotive Europe China In
Slide 10: Today's Agenda
Today’s Agenda 1 Our Strategy and Positioning of Semiconductor Business 2 Explanation of Semiconductor Business Strategy 3 Q&A December, 2024 9
Slide 11: Role of Semiconductors When Compared to People
Role of Semiconductors When Compared to People A single device can contain both analog and digital semiconductors Main roles; brains by digital and the limbs by analog Microcomputer Memory Digital System LSI Control Memory Calculation Logic IC Complex Input Sensor Conversion Analog IC Amplification,
Slide 12: Analog and Discrete Semiconductors
Analog and Discrete Semiconductors A semiconductor that converts continuous analog signals into digital signals by Analog judging them as 1/0 (A/D conversion) or vice versa (D/A conversion). Semiconductor: *Analog: Signals that change continuously over time, such as electricity, temperature, sound,
Slide 13: Vision of MinebeaMitsumi's Semiconductor Business
Vision of MinebeaMitsumi’s Semiconductor Business The specialist of analog semiconductor Core competence Customer based × • Concentrate development resources on niche and custom areas • Close support for markets and customers • Master high precision, low power consumption, and • Developing the best
Slide 14: Analog Semiconductor Business Strategy ①
Analog Semiconductor Business Strategy ① In this digital era where differentiation is a challenge, advanced analog technology has the potential to reshape the future. Achieve business growth as a global niche leader by leveraging Japan's unique "monozukuri" (manufacturing) strengths. Our 1 High barr
Slide 15: Analog Semiconductor Business Strategy ②
Analog Semiconductor Business Strategy ② Four strategies differentiate us from competing major analog semiconductor manufacturers and Chinese manufacturers Aim for a small, nimble business entity, responding to customer needs in detail to dominate the niche 1. Short delivery time and multi-variety c
Slide 16: Power Semiconductor Business Strategy ①
Power Semiconductor Business Strategy ① Further evolution of the core competence of high output, low loss, and high reliability cultivated through extensive experience in the tration field Provide solutions to customer issues in high-power application systems with proprietary devices Customer value
Slide 17: Power Semiconductor Business Strategy ②
Power Semiconductor Business Strategy ② Leveraging our extensive track record in the electric railway market requiring high durability and high reliability, we will focus on markets that require high voltage and high performance, which are high barriers to entry in response to the rise of Chinese ma
Slide 18: Semiconductor Business Growth Strategy
Semiconductor Business Growth Strategy Strengthen core technologies and focus on growth areas to achieve 200 billion yen in sales and an operating margin of 30% at an early stage Semiconductor 8 Spears Semiconductor Division Sales Plan Image Li-ion battery High capacity and quick charging support en
Slide 19: ①-1 Li-ion Battery Protection (for 1 cell)
①-1 Li-ion Battery Protection (for 1 cell) Maintain and enhance high profitability by integrating our ability to obtain information by leveraging our position to have achieved leading market share, our technological expertise in lithium-ion batteries cultivated over many years, and our in-house prod
Slide 20: ①-2 Li-ion Battery Protection (for multi cell)
①-2 Li-ion Battery Protection (for multi cell) Expanding our business by strengthening large-scale application lineup based on the track record cultivated in consumer electronics and high quality Product Strategy ■Contribute to realize more safer Battery Management System (BMS) by 2nd Protection IC
Slide 21: ② Automotive Power Supply IC
② Automotive Power Supply IC Differentiation through enhanced support and high value-added products based on customer trust obtained from stable supply of high performance, high quality products by integrated production system in Japan. Product Strategy ■ Achieved camera module miniaturization by le
Slide 22: ③ High Voltage IGBT and SiC
③ High Voltage IGBT and SiC Low-loss, high power density technology ( downsizing) contributes to higher efficiency of inverters ～ Providing both IGBT and SiC products to customers～ Product Strategy ■ Expand business in niche markets of EV (over 200kW) and GX (solar and wind power) based on over 30 y
Slide 23: ④ High Voltage IC
④ High Voltage IC Provide best solutions for customers with 1-chip technology + motor sensorless vector control technology ～ Delivering control as a set: motors turn faster, easier, and quieter ～ Product Strategy ■Expansion of market entry(Geographic expansion: India and other countries, package dev
Slide 24: ⑤ Medical/ High Voltage
⑤ Medical/ High Voltage Expand highly profitable business for medical equipment by integrating newly acquired Socionext's receiver circuit technology with our track record of adoption in transmitter and high voltage switches and high-voltage analog IC technology Product Strategy ■Expand market share
Slide 25: ⑥ MEMS Sensor, Custom
⑥ MEMS Sensor, Custom Achieve Industry-leading performance with uniquely designed high-sensitivity MEMS elements and high-precision A/D converters Expand MEMS sensor business by focusing on growth areas Product Strategy ■Expand product lineup and introduce differentiated products to the growth and h
Slide 26: ⑦ Magnetic Sensor
⑦ Magnetic Sensor Strengthen the lineup with magnetic switch ICs as a starting point improve inverter energy efficiency with magnetic linear ICs for current sensors Product Strategy ■Targeting high current needs with greater emphasis on improving energy efficiency ■Realize highly efficient and accur
Slide 27: ⑧-1 INTEGRATION Activity (Motor Driver)
⑧-1 INTEGRATION Activity (Motor Driver) Contributing to solve social issues such as power saving by the unified solution of motors and driver ICs by demonstrating the INTEGRATION with our motor business! Product Strategy ■Expand optimal driver IC solutions for high efficiency and miniaturization of
Slide 28: ⑧-2 INTEGRATION Activity (High Power Supply)
⑧-2 INTEGRATION Activity (High Power Supply) Providing high-efficiency, compact, lightweight power supply modules through synergy to develop charging infrastructure as a key to the popularization of EVs that will lead the way to a decarbonized society Product Strategy ■Achieves high efficiency, down
Slide 29: Topics: Low-conductivity Noise Electricity for Automotive Use
【Topics】 Low-conductivity Noise Electricity for Automotive Use Development of a new noise reduction method that achieves smaller and lighter ECUs Aiming to rapidly capture the market by making it easier to introduce with proposals for semiconductor products Product Strategy ■Make clear the superiori
Slide 30: Topics: Measures to Strengthen Medical-related Businesses
【Topics】 Measures to Strengthen Medical-related Businesses ABLIC acquires medical-related business from Socionext Q2 Financial results Leveraging handheld ultrasound diagnostic system to support presentation the penetration of diagnostic imaging Medical-related PCB Chip set Handheld ultrasound busin
Slide 31: Manufacturing Strategy: Front-end Process
Manufacturing Strategy: Front-end Process Maximize the capabilities of each of our bases, and use subsidies to reduce the burden of investment Utilize external Fabs to achieve a flexible production system *In-house production ratio 80% (actual results 1H of this fiscal year) Basic Strategy ■Analog s
Slide 32: Manufacturing Strategy: Back-end Process
Manufacturing Strategy: Back-end Process Manufacturing in-house in areas where technological, cost and adjustment can be differentiated (utilizing subsidies to reduce investment burden) Utilizing OSAT to achieve a flexible production system*In-house production ratio 60% (actual results 1H of this fi
Slide 33: Reference: Global South Future-Oriented Co-Creation Project Selected Company
【Reference】 “The Global South Future-Oriented Co-Creation Project” Selected Company JETRO Website https://www.jetro.go.jp/services/grobal_south/kekka-gs1.html December, 2024 32
Slide 34: Today's Agenda
Today’s Agenda 1 Our Strategy and Positioning of Semiconductor Business 2 Explanation of Semiconductor Business Strategy 3 Q&A December, 2024 33
Slide 35: Disclaimer
Any statements in this presentation which are not historical are future projections based on certain assumptions and executive judgments drawn from currently available information. Please note that actual performance may vary significantly from any particular projection due to various factors. Facto
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