Slide 1: Renesas Electronics Industrial Solution Business Unit
RENESAS ELECTRONICS INDUSTRIAL BUSINESS INDUSTRIAL SOLUTION BUSINESS UNIT © 2018 Renesas Electronics Corporation. All rights reserved.
Slide 2: Agenda
AGENDA Industrial Business Focus Market and Position Business Direction - Endpoint Intelligence By Artificial Intelligence By Extreme Low Power Summary & Take Away © 2018 Renesas Electronics Corporation. All rights reserved. Page 2
Slide 3: Industrial Business
INDUSTRIAL BUSINESS © 2018 Renesas Electronics Corporation. All rights reserved.
Slide 4: Semiconductor Market Forecast
SEMICONDUCTOR MARKET FORECAST RENESAS FOCAL SEGMENT Smart Factory1) Smart Living2) Smart Infrastructure1) (B USD) Semiconductor Forecast – SAM 3) (B USD) Semiconductor Forecast – SAM (B USD) Semiconductor Forecast – SAM 8 10 100 6 8 80 6 60 4 4 40 2 2 20 0 0 0 2016 2017 2018 2019 2020 2021 2022 2016
Slide 5: Renesas Positioning
RENESAS POSITIONING STRONG RESULTS BY CORE COMPETENCE Smart Factory Smart Living Smart Infrastructure Factory Automation Home Appliances Electronic Power Meter MCU MCU MCU SoC MPU No.1 No.1 No.1 RENESAS Position estimated by Renesas Average 10 Renesas MCUs Half of WW air-conditioners 70% Indian elec
Slide 6: Endpoint Intelligence
ENDPOINT INTELLIGENCE Enhance Endpoint Intelligence by e-AI Extreme Low Power creates new markets © 2018 Renesas Electronics Corporation. All rights reserved. Page 6
Slide 7: Endpoint Intelligence
“ENDPOINT INTELLIGENCE” REALIZES INNOVATION IN OT CONSISTS OF THREE TECHNOLOGIES Operational Technology Realtime system Control technology Safety and robustness e-AI IT Endpoint real-time inference Information Technology Cognition Endpoint learning Proven Enhanced Extreme Low Power by AI
Slide 8: Two Types of AI Applications
TWO TYPES OF AI APPLICATIONS REQUIREMENTS FOR OT INFERENCE Statistical Application Realtime Application Learning Cloud Learning Inference Pre or 1 time IT Training Information Technology Inference Endpoint OT OT Inference Requirements Absolute Power Consumption Operational Technology Flexibility
Slide 9: e-AI Capability Enhanced by DRP
e-AI CAPABILITY ENHANCED BY DRP e-AI Capability Endpoint Incremental Learning Class-4 x10 by DRP-AI 2 Realtime Cognition Class-3 x10 by DRP-AI Paper reported VLSI symp. 2018 Realtime Image Processing Class-2 x10 by DRP Product release October 2018 Endpoint Inference Class-1 e-AI on MCU / MPU Solutio
Slide 10: Established e-AI Flow
ESTABLISHED e-AI FLOW TOOLCHAIN WILL EVOLVE WITH AI ACCELERATOR “DRP” Open Source Software AI Frameworks Learning e-AI Class-1 e-AI Class-2 e-AI Class-3 e-AI Class-4 e-AI Translator e-AI Translator for DRP e-AI Translator for DRP-AI e-AI Translator for DRP-AI 2 e-AI - Small program size 1/1000 - Ima
Slide 11: Unique Positioning of Renesas' e-AI
UNIQUE POSITIONING OF RENESAS’ e-AI EXCELLENT PERFORMANCE AT LOWEST POWER Power Allowance for Embedded Solutions (10 TOPS / W) Performance (OPS) 100T TPU (1 TOPS / W) (100 GOPS / W) 10T Class-4 GPU (10 GOPS / W) 1T Class-3 FPGA (1 GOPS / W) DSP 100G Class-2 10G CPU 1G 1 10 100 Power (W) © 2018 Renes
Slide 12: Positioning of AI Accelerator
POSITIONING OF AI ACCELERATOR high Imaging Hardware SoC specialized VPU SoC Power DRP / ASSP Efficiency SoC TPU GPGPU FPGA DSP low CPU © 2018 Renesas Electronics Corporation. All rights reserved. Page 12
Slide 13: Use Case Class-1: e-AI Anomaly Detection
USE CASE CLASS-1: e-AI ANOMALY DETECTION FOR HUNDREDS MILLION MOTORS Benefits: Improve service quality e-AI detects and pre-warns Avoid downtimes anomalies everywhere every time Reduce maintenance cost Smart Factory Smart Living Smart Infrastructure Renesas is shipping 200M+ motor control MCU
Slide 14: Use Case Class-2/3: Multimodal e-AI Biometrics Authentication
USE CASE CLASS-2 / 3: MULTIMODAL E-AI BIOMETRICS AUTHENTICATION Biometrics Information Airport Passport Cashless ID Card match match match detect Office Entry Systems ID Card Mobile Systems, Body-worn Criminal Photo Authentication Data Smart cognitive system without cloud service. New MPU release in
Slide 15: e-AI Market Forecast
e-AI MARKET FORECAST Smart Factory Smart Living Smart Infrastructure e-AI MARKET GROWTH (M USD) 2,000 1,500 SAM: ~ $2B 1,000 “Integrated AI Semiconductor 500 Excellent growth potential in Revenue Forecast for IoT” 0 Renesas’ core competence area 2017 2018 2019 2020 2021 2022 Graph created by RENESAS
Slide 16: Extreme Low Power – By SOTB
EXTREME LOW POWER – BY SOTB SOTB – SILICON ON THIN BURIED OXIDE © 2018 Renesas Electronics Corporation. All rights reserved.
Slide 17: Extreme Low Power – By SOTB Technology
EXTREME LOW POWER – BY SOTB TECHNOLOGY Conventional Battery System (>200µA) Standby Current (µA) Long Battery Life 10 Battery Less (<10µW) 28/22nmFDSoI Conventional MCU 90~40nm Target of SOTB 1 130~90nm 0.1 10 100 1,000 Active Current (µA/MHz) SOTB: Silicon on Thin Buried Oxide © 2018 Renesas Electr
Slide 18: Extreme Low Power
EXTREME LOW POWER CREATE ENERGY HARVESTING MARKET Disruptive Extreme Low Power Performance of SOTB Conventional Circuit SOTB SOTB • Light (Solar) realizes • Temperature Normal Operating Current • Vibration SOTB • Water flow MCU x 0.1 • Wind Standby Current •… x 0.01 Battery Battery-free Power Supply
Slide 19: Extreme Low Power Creates New Market
EXTREME LOW POWER CREATES NEW MARKET CONNECT TO EVERYWHERE – BY SOTB TECHNOLOGY Application Capability Phase 2 EH sources Temp., Bacteria Phase 1 EH sources Vibration Phase 3: Fusion EH + RF + e-AI Solar Water Pressure Phase 2: Fusion EH + RF Phase 1: Extreme Low Power Existing Application Smart H
Slide 20: Progress of Renesas Activities
PROGRESS OF RENESAS ACTIVITIES Last spring, we got first Silicon of SOTB ASSP Active power and standby power are just less than the target. Continue to improve. SOTB ASSP system structure SOTB ASSP 1st sample SOTB ASSP Evaluation board SOTB WS1 IAR I-Jet Emulator Public launch at November 2018 i
Slide 21: New Solution
NEW SOLUTION Use Case Phase 1: Intelligent Faucet Control Infrared Sensor Capacitance Sensor Control ON / OFF Detect object and condition Generator Temperature Capacitor Solenoid valve Water Flow Extreme Low-power with SOTB enables Endpoint Intelligence. © 2018 Renesas Electronics Corporation. All r
Slide 22: Application Use Case Examples
APPLICATION USE CASE EXAMPLES EXTREME LOW POWER – MARKET GROWTH POTENTIAL ELP Applications Medical / Healthcare City Infrastructure Industrial Automation Fitness Wearable Capsule Device Smart Agriculture Transportation Urban Natural Environment Environment Monitoring Monitoring Equipment Monitor Por
Slide 23: Summary & Take Away
SUMMARY & TAKE AWAY © 2018 Renesas Electronics Corporation. All rights reserved.
Slide 24: Industrial Business Outlook
INDUSTRIAL BUSINESS OUTLOOK Sustainable Outlook until 2022 in Focus Markets IBU Gross Margin Target 60% Gross Margin FY16 FY18 FY22 (Act) (Est) (Target) © 2018 Renesas Electronics Corporation. All rights reserved. Page 24
Slide 25: Take Away
TAKE AWAY Differentiating Core Competence High Profitable Leader of Innovation by in OT Growth Endpoint Intelligence e-AI and SOTB © 2018 Renesas Electronics Corporation. All rights reserved. Page 25
Slide 26: Renesas – Endpoint Intelligence
Renesas – Endpoint Intelligence © 2018 Renesas Electronics Corporation. All rights reserved.