Renesas Electronics Corporation · TSE:6723

Renesas Electronics — Investor Day (May 2024)

13 slides from Renesas Electronics's investor day presentation, May 16, 2024

  1. Slide 1: Sales & Marketing

    SALES & MARKETING MAY 16, 2024 BOBBY MATINPOUR SVP, CSMO AND HEAD OF SALES & MARKETING GROUP RENESAS ELECTRONICS CORPORATION © 2024 Renesas Electronics Corporation. All rights reserved.

  2. Slide 2: Our Strategy to Drive Revenue Growth

    OUR STRATEGY TO DRIVE REVENUE GROWTH Deeper Broader Sell more to same customers Sell to more customers New customer acquisition Solution Selling with System Block Diagram Analog & Connectivity + Power + Embedded Processing + High Performance Computing Diversification of revenue base © 2024 Renesas E

  3. Slide 3: Vertical Expertise to Accelerate Mass Market

    VERTICAL EXPERTISE TO ACCELERATE MASS MARKET Reference System Block Diagram Winning Combo Solutions Vertical Segment System & Regional Sales & FAE Solutions Team Sales & FAE ”system experts” “winning combo “solution selling for everyone” for all customers” EE EE Expert Champs Easy to Sell / Optimize

  4. Slide 4: Solution Selling Acceleration with System PoCs

    SOLUTION SELLING ACCELERATION WITH SYSTEM PoCs Winning Combo System PoCs Higher focus on system PoCs System PoCs 180 56 140 73 Winning Combo 520 434 98 45 333 Industrial IoT 203 219 172 101 116 63 42 39 3 Mass market 57 9 2019 2020 2021 2022 2023 Automotive Infrastructure PoC: Proof of Concept © 202

  5. Slide 5: Solution Selling for Broader Penetration

    SOLUTION SELLING FOR BROADER PENETRATION Customers using multiple product categories E-commerce revenue 2 products 3 products CAGR 4 products CAGR 15% 25% 2020 2021 2022 2023 Mass market revenue CAGR 2020 2021 2022 2023 18% ▪ Solution selling driving multiple product categories usage ▪ Revenue growt

  6. Slide 6: Design-in Trend: Delivering Results to Enable 2030

    DESIGN-IN TREND: DELIVERING RESULTS TO ENABLE 2030 By Vertical By Product type (oku yen) (oku yen) CAGR CAGR 30,000 30,000 Mass market 46% PWR 41% IoT 19% 20,000 20,000 A&C 33% Infra 25% Industrial 39% HPC 31% 10,000 10,000 Auto 39% EP 45% 0 0 2021 2022 2023 2021 2022 2023 2024 focus to maintain Str

  7. Slide 7: Growth Drivers Toward 2030

    GROWTH DRIVERS TOWARD 2030 Revenue Long-term Renesas Growth (oku yen) 25,000 CAGR vs SAM drivers Automotive Renesas Control 20,000 Automotive Infotainment ADAS Automotive control E/E Architecture 15,000 xEV Infotainment IIoT ADAS R-Car / AI 10,000 Industrial xEV Power Industrial, Infra and IoT 5,000

  8. Slide 8: Enhancing the Renesas.com Experience

    ENHANCING THE RENESAS.COM EXPERIENCE Coming New! New! Cross-selling soon Interactive block diagrams AI-powered search companion products Learning model improves matched 176 now available delivered results over time 4,500+ companion products One-click access to on related product pages Utilizes type-

  9. Slide 9: India Market: Enabling System Solutions

    INDIA MARKET: ENABLING SYSTEM SOLUTIONS FASTER TIME-TO-MARKET WITH WINNING COMBOS AND POC HARDWARE India locally sourced Faster time Lower barriers semiconductor market System PoCs to market Reduced TCO to entry ▪ Smart Metering ▪ Electronic Voting Machines Industrial ▪ Retail Automation & Payment C

  10. Slide 10: China Growth Strategy

    CHINA GROWTH STRATEGY China semiconductor market Deep strategic engagement with key Auto OEMs Industrial & Leverage broad portfolio for Industrial Automation CAGR Mass Market 8% Winning Combos & PoCs hardware for Mass Market Auto Maintain MCU share & attach in Smart Appliances 2023 2030 Opportunisti

  11. Slide 11: Summary

    SUMMARY Going Deeper & Broader with Solution Selling approach Progress in revenue diversification & design-in Market & regional strategy to accelerate growth to $20B © 2024 Renesas Electronics Corporation. All rights reserved. 11

  12. Slide 12: Thank You

    »CENESAS THANK YOU

  13. Slide 13: Forward-Looking Statements

    (FORWARD-LOOKING STATEMENTS) The statements in this presentation with respect to the plans, strategies and forecasts of Renesas Electronics and its consolidated subsidiaries (collectively “we”) are forward-looking statements involving risks and uncertainties. Such forward looking statements do not r

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