Renesas Electronics Corporation · TSE:6723
Renesas Electronics — Investor Day (June 2025)
18 slides from Renesas Electronics's investor day presentation, Jun 26, 2025
Slide 1: Embedded Processing, Analog & Connectivity
EMBEDDED PROCESSING ANALOG & CONNECTIVITY JUNE 26, 2025 DAVIN LEE SVP AND GM OF ANALOG & CONNECTIVITY AND EMBEDDED PROCESSING RENESAS ELECTRONICS CORPORATION © 2025 Renesas Electronics Corporation. All rights reserved.
Slide 2: At a Glance: Embedded Processing
AT A GLANCE EMBEDDED PROCESSING Our products / technologies 2024 Revenue RA 32bit Arm Cortex-M based MCU Others RX for intelligent IoT RZ 32bit high-performance, high-efficiency MCU RL78 16bit low power consumption MCU IoT Infrastructure Control 64bit MPU for HMI, e-AI, real-time Infotainment contro
Slide 3: Growth Drivers: Embedded Processing
GROWTH DRIVERS EMBEDDED PROCESSING Revenue Growth drivers Control Scalable embedded platform Infortainment ADAS Enablement & ecosystem with xEV Industrial / digitalization / Renesas 365 Mass market Core technologies to enable growing market, such as Industrial robotics Edge and endpoint Infrastructu
Slide 4: Embedded Processing Strategy
EMBEDDED PROCESSING STRATEGY Scalable embedded processing Core technology innovation Enablement & Ecosystem Unified digital experience Rich product enablement & ecosystem Motor control HMI UX: Easy find, buy & develop Multi-layer developer stack Security & Safety AI / ML © 2025 Renesas Electronics C
Slide 5: Scalable Embedded Processing Platform
SCALABLE EMBEDDED PROCESSING PLATFORM FSP Linux MCU Crossover MPU Compute performance Streamlined Software, Development Tools and Solutions for easy migration Common IPs & Compute Cores used across MCU and MPU families FSP: Flexible Software Package © 2025 Renesas Electronics Corporation. All rights
Slide 6: MCU Share Growth
MCU SHARE GROWTH MCU share for Industrial & IoT 2-Phase approach to increasing market share Focus on high-growth regions and markets Phase 1 China and India Motor control in appliance and industrial automation Focus on Renesas 365, Powered by Altium No.5 Phase 2 Access to mass market customers
Slide 7: Phase 1: Accelerating Growth in China & India
PHASE 1: ACCELERATING GROWTH IN CHINA & INDIA Current presence Growth vectors Growth strategy Leading market share Complete SW stacks to Enhance local presence at segment leaders*1 enable robust solutions Industrial automation Air conditioner Washer Refrigerator Localization Robotics (Industrial, En
Slide 8: Leveraging Core Technologies – Motor Control
LEVERAGING CORE TECHNOLOGIES – MOTOR CONTROL Design & Configure Explore, Test & Learn Deploy on real hardware VIRTUAL OR PHYSICAL MCU selection Smart QE for Motor - Next assistance downloader Simulation engine Renesas advanced Smart documentation Renesas Motor Workbench - Next motor control platform
Slide 9: Renesas Reality AI Platform
RENESAS REALITY AI PLATFORM HIGHLY EFFICIENT AI FOR ANY EDGE APPLICATION Reality AI Tools® Leading developer platform powering edge AI in industrial IoT & automotive applications Auto machine Explainable AI + Ultra-low power learning model hardware analytics inferences development Seamless developer
Slide 10: Reality AI - Diverse Market Success
REALITY AI - DIVERSE MARKET SUCCESS Remote livestock management Adaptive energy efficient Pump health monitoring & virtual fencing HVAC systems Ultra-low power for extended battery Prevent costly equipment failure Smart climate control, automatically life (Solar powered wearable) before they o
Slide 11: Phase 2: Enablement with Digitalization
PHASE 2: ENABLEMENT WITH DIGITALIZATION Unified Renesas 365 platform experience Project Virtual Core technology Smart Product selection Virtual to configuration evaluation exploration documentation assistance real hardware Elevated experience Embedded processing Developer tools Certified software Ap
Slide 12: At a Glance: Analog & Connectivity
AT A GLANCE ANALOG & CONNECTIVITY Core technologies 2024 Revenue Sense, Control, Actuate Compute & Connect Remember Standard products Memory interface Sensors Custom mixed-signal Connectivity Memory Rad hard (BLE, Wi-Fi, NFC...) interface Timing & Standard products Custom mixed-signal Timing product
Slide 13: Growth Drivers: Analog & Connectivity
GROWTH DRIVERS ANALOG & CONNECTIVITY Revenue Growth drivers Infrastructure Control Infotainment Market leadership and content expansion in ADAS DDR5, MRDIMM, and Precision Timing xEV Industrial Industrial End-to-end solutions with ultra-low power Connectivity and advanced Analog Solutions Infrastruc
Slide 14: Vertical Strategy: Cloud and Datacenter
VERTICAL STRATEGY INCREASING HIGH VALUE ANALOG CONTENT IN CLOUD AND DATACENTER SERVER MARKET GROWTH CLOUD & Renesas products DATA CENTER SERVERS Memory interface: Accelerator Network switch PCIe DDR5 data buffer, Versa Osc Buffer buffer PMIC, Temp sensor Femto Femto Buffer Buffer GreenPAK Analog mux
Slide 15: Vertical Strategy - Memory Interface
VERTICAL STRATEGY - MEMORY INTERFACE MARKET GROWTH AND DDR5 TRANSITION AS AN OPPORTUNITY Market growth*1 Complete DDR5 chipset with PMIC, TS, SPD Hub, RCD, DB (oku yen)*2 2,500 DDR5 adoption to reach 90% in 2025 Gen3 ramp begins 2H 2025 2,000 Multi-gen support sustains ASPs AI server growt
Slide 16: Horizontal Strategy: Edge-Centric Platforms
HORIZONTAL STRATEGY SCALABLE PORTFOLIO AS BEDROCK OF EDGE-CENTRIC PLATFORMS Robotics Sense & motion control @ Edge Core technologies: Innovative, Low power SW & Tools Motion control SLAM HMI/E-SKIN Gripper CTRL Inductive, Cognitive robot Position Strain Sensor Impedance Lidar ICOT sensor Impedan
Slide 17: Summary
SUMMARY Grow MCU share in 2-Phase approach Focus on growth regions and markets Renesas 365 & core technologies keys to mass market Total solution set built on our high-value analog strengths and leading MCU portfolio Continued infrastructure investments leading to DDR5 / MCR & timing growth alon
Slide 18: Thank You
THANK YOU © 2025 Renesas Electronics Corporation. All rights reserved.