Slide 1: FY19 Direction
FY19 DIRECTION RENESAS ELECTRONICS CORPORATION FEBRUARY 8, 2019 © 2019 Renesas Electronics Corporation. All rights reserved.
Slide 2: Looking Back on FY18/12
Non-GAAP*1 LOOKING BACK ON FY18/12 While the company achieved sustainable profit growth over the past 5 years, FY18/12 sales and profit both decreased YoY due to the impact from inventory adjustments and the weakening market Non-GAAP Sales (B yen) Non-GAAP Gross Margin 767.4 745.8 781.5 757.4 693.
Slide 3: FY18/12 Achievements
FY18/12 ACHIEVEMENTS DESPITE DECREASES IN SALES AND PROFIT, COMPLETED ADJUSTMENT OF IN-HOUSE INVENTORIES AND SOWED THE SEEDS OF GROWTH FOR THE FUTURE IDT acquisition - Signed a definitive agreement to acquire IDT with the aim of enhancing solution offerings by obtaining complementary analog produc
Slide 4: IDT Acquisition: Adding the Number of Verticals Served
IDT ACQUISITION : ADDING THE NUMBER OF VERTICALS SERVED EXPECT TO ENHANCE SOLUTION OFFERINGS, EXPAND BUSINESS GROWTH OPPORTUNITIES IN FAST-GROWING MARKETS INCLUDING 5G, AND CONTRIBUTE TO IMPROVING PROFITABILITY IMMEDIATELY AFTER CLOSING FY18/Oct-Dec period earnings announcement (Jan 28, 2019) ・Sales
Slide 5: Expanded Adoptions of Smart Camera Solutions for ADAS and Autonomous Driving
EXPANDED ADOPTIONS OF SMART CAMERA SOLUTIONS FOR ADAS AND AUTONOMOUS DRIVING START MASS PRODUCTION IN 2019 FOR MAJOR GLOBAL TIER-1s Renesas offers automotive smart camera SoCs, “R-Car V3M/V3H”, as R-Car V3M & R-Car V3H: part of an open, innovative and trusted Renesas autonomyTM Platform, SoCs for
Slide 6: Innovative Solutions to Realize Endpoint Intelligence
INNOVATIVE SOLUTIONS TO REALIZE ENDPOINT INTELLIGENCE DRP ADVANCES IN e-AI AND EXTREME-LOW POWER SOTB ENHANCES IOT DEVICES AND GIVE RISE TO NEW MARKETS Existing strengths in embedded systems for Operational Technology Real time Sensing/Control Safety/Robustness DRP to progress e-AI capabilitie
Slide 7: Intersil Integration
INTERSIL INTEGRATION US$170M+*1 ANNOUNCED SYNERGIES WELL IN SCOPE Feb 2017 Deal Closed (USD MM) 750 Former Intersil business Profitable revenue growth at CAGR 10%+ (FY16~FY18) 500 250 FY16 FY17 FY18 Synergies and lessons learned (USD MM) Revenue synergy on track for LTV*2 of US$860m 200 $170+
Slide 8: FY19 Key Initiatives
FY19 KEY INITIATIVES PLAN TO UPDATE AND ANNOUNCE MID-TERM PLAN Concentrate on winning in focus markets with sustainable, mid-to long-term growth by continuing our efforts toward growth while improving cost structure and ability Build strong IDT integration organization focused on winning Realize m
Slide 9: Renesas.com
BIG IDEAS FOR EVERY SPACE RENESAS.COM © 2019 Renesas Electronics Corporation. All rights reserved. Page 9