REN_automotive-strategy_PPT_20200217

＜表紙サンプル＞
産業制御システム向け
AUTOMOTIVE STRATEGY
RZ/G セキュリティソリューションの紹介
IEC 62443-4-2認証取得に向けて
FEBRUARY 17, 2020

AUTOMOTIVE BUSINESS SOLUTION UNIT
RENESAS ELECTRONICS CORPORATION
© 2020 Renesas Electronics Corporation. All rights reserved.

OVERALL

MEGATRENDS – FROM NEEDS TO MARKET CHANGE
Environmentally Safety & Comfortable &

End-user needs friendly security convenient
Zero emissions Zero accidents Zero stress
Technological
innovation Electrified Automated Connected
Efficient power management High-performance processing Secure, safe end to cloud
~8x ~5x ~2x

Market change
Increase in electric Increase in sensor content Increase in telematic installed
vehicles by 2025 from L2 to L4/L5 vehicles vehicles by 2025
Source: Strategy Analytics data
© 2020 Renesas Electronics Corporation. All rights reserved. 3

MEGATREND – ARCHITECTURE TRANSFORMATION
TODAY - Distributed architecture TOMORROW - Centralized architecture

Vehicle Level
Gateway
Domain control
Simple actuator
 Increasing hardware varieties  Scalable and easy to develop hardware

 Increasing lines of code in vehicle  Reusable software
 Inefficient development  Efficient to develop
 Security & functional safety challenges  Safe and redundant network
 Not easily upgraded or scaled  Upgradable and scalable platform

2016 MID-TERM GROWTH STRATEGY REVIEW
Result New guiding principle
 Short fall in GM  Optimize fab utilization

Profitability
 Excessively optimistic Fab utilization  High added value solution transition
Design in  Accumulation of a mountain of D-in  Select high confidence business

(D-in)  Low quality of D-in  Strengthen strategic OEM relationship
 Product-orientated  Enhance product combination

Solution
 Insufficient solution offering  Synergy with Intersil /IDT product
Pursue balanced biz growth & profitability

PROSPECT OF D-IN TO REVENUE CONVERSION
D-in LTV D-in to revenue conversion
(oku-yen) Impact on actual

OEM adoption Quality of business wins &
9,000
profit portfolio improvement From D-in 2020-
8,000
From D-in 2015-2019
Expansion in growth
7,000 Existing
segment
6,000
5,000
4,000
3,000
2,000
1,000
0
2015 2016 2017 2018 2019 2020 2021 2022 2023 2019 2020 2021 2022 2023 2024 2025
* FX 2019: Actual record, 2020:1USD=100yen, 1EUR=110yen, 2021-2025: 1USD=100yen, 1EUR=120yen

Non-GAAP
TARGET FINANCIAL MODEL
2019 Adjusted* Long-term target*
Revenue 3,330 oku-yen Grow @SAM
Gross margin < 40%** 40 - 45%
Operating margin < 10% 10 - 15%
* FX 1USD=100yen, 1EUR=120yen. Continuing business only

** After reclassification (part of SG&A reclassified to CoGs and R&D)

Legacy segments
Growth driver
PORTFOLIO EXPANSION BY MARKET GROWTH DRIVER

Long Term Long Term
Market growth CAGR CAGR Renesas revenue
($m)
CAGR 8% Total
8%
ADAS
17%
35%
44% xEV
~36,000
18%
Gateway/ 10%
26% 23% DCU*
Vehicle
3% Control 65%
56% 90%
74%
Information
4%
2019 Long term market 2019 Long term target
Source: Strategy Analytics data ,SAM defined by Renesas *DCU: Domain Control Unit

VALUE PROPOSITION
Scalable & Reusable assets & Open Platform

Open accelerating time to market
Automotive safety & Long-term commitment

Trusted to customer
End point computing & Power consumption

Innovative suitable for mass production

OUR FOOTPRINT
Market share in Auto MCU/SoC (2018) Revenue by region (2018)
ADAS +
Information
27%
Powertrain
33% ROW
North
America
Japan
Chassis & Safety China
xEV 21%
Body
28%
32% Europe
Source: Renesas estimate based on Strategy Analytics data

OUR COMPETITORS
Higher
Emerging segments Big scale & growth segments
1
ADAS/AD
Required Performance
3
Gateway 2 xEV
DCU
Big scale segment

Vehicle Power distribution
control network
Lower
Digital Analog & Power
1 New competitors enter ADAS/AD 3 Existing proven players waiting on sidelines
2 Old rivals who have been fighting for years

Biz domain
Biz foundation
Growth segment
HOW WE WIN - GROWTH STRATEGY
Higher
Expand processor growth
Sensing Camera
ADAS/AD Radar / Lidar
AD ECU 2 Expand MSIG & Power growth
Required Performance
Gateway Gateway BMIC*

DCU DCU xEV PMIC*
IGBT
1
Reinforce biz foundation 2 Power distribution IPD*
Vehicle Powertrain Network MOSFET

Body MCU
Control Chassis
Lower
1 Expand scalability with reusable processor & functional safety/security knowledge

2 Leverage system solution based on processor footprint to capture MSIG & Power
*BMIC : battery management IC / PMIC : Power management IC / IPD : Intelligence power device

Stable segments
Growth segments
HOW WE WIN - SYSTEM-LEVEL & END-TO-END SOLUTION

Sense Compute Actuate
Lidar
Sensor Fusion
Radar & Cognitive
ADAS/AD Domain controller
Camera
V2X
Cockpit & HMI Display
Gateway
Connected Integrated cockpit
Driver monitor
& Domain controller
ぐ Cluster
Car Audio
Information Amplifiers
Timing IC
Engine control, vehicle control,
Powertrain domain transmission
Powertrain & xEV controller Battery management system
Sensor Position DC/DC
Conditioner Sensor Airbag, EPS, Brake
Body Chassis Body domain
controller Doors, mirror, sunroof, wipers,
Safety seats , HVAC, lighting

HOW WE WIN – WINNING COMBINATIONS
ADAS/AD Radar/
AHL*
Information Lidar
SOC PMOS IPD
 R car V
 R car H/M/E VSP* Timing
Gateway/
DCU MCU GDU*
 RH850
IGBT
BMIC
 RL78
SSC*/
Vehicle BLDC* POS*
control Sip PMIC
*AHL: Automotive HD Link / VSP: Video Signal Processor / GDU: Gate Driver Unit / BLDC: Brushless Direct Current / SSC: Sensor Conditioner / POS: Position sensor

HOW WE WIN – #1 PRODUCT SCALABILITY
Processor platform Competitor
A B C E D OEM
ADAS/AD …
R car V
Scalable & Reusable HW & SW
SoC Information -
R car M
Gateway - - -
R car S
Cluster - - -
RH850 D
MC Powertrain - -
RH850E Processor vendor Tier1
U
32bit Chassis - -
…
RH850P
Body - -
RH850F
Co-development with global OEMs &Tier1s
MCU
16bit RL78 ⁻ - - from vehicle concept phase

DIGITAL

ADAS

ADAS/AD SYSTEM TREND
More cars with sensors, more sensors per car, more high-performance processors
# of sensors C x12
R x9
L x1
U x8~12
C x6
R x5
U x8~12 C Camera
C x2 R Radar
R x1 L Lidar
U Ultrasonic
U x8~12
Level2 Level3 Level4-5

No Driver Partial Conditional High Full
Automation Assistance Automation Automation Automation Automation

ADAS/AD GROWTH OUTLOOK
Long Term Long Term
($m)
CAGR 17% Total
17 %
FC*
14%
SVS*
13%
~5,000
AD
74%
Radar/Lidar
11%
*FC: Front Camera / SVS : Surround View System Source: Strategy Analytics data ,SAM defined by Renesas

HOW WE WIN - EXPANDING ADAS/AD PRODUCT PORTFOLIO
⁃ Launching camera and cognitive mass production for major Tier1s/OEMs
⁃ Expanding Radar/Lidar by combination R-Car Digital Processors and IDT Analog products
Sense Compute Actuate No.1 share
Camera Electric Motor

AD
Gateway
Radar Driving (Engine)
Gateway
Lidar Braking
DCU
V2X Steering

DIGITAL & ANALOG VALUE FOR RADAR/LIDAR
Radar Lidar
Front / Side / Rear Premium
MMIC MMIC LCA3
Scalable MCU / SoC Platform

MMIC MMIC Under 250m distance (depending on
Imaging Development peripheral) e.g. Adaptive Cruise Control
MMIC MMIC
MMIC MMIC
LRR
LCA2
3 x LCA2 (MMIC) devices per module
MMIC
Extended 180° x 16° Field of View (FOV)
MRR 50m distance (depending on peripheral)
X2.5
Corner
MMIC
SRR $ Content

HOW WE WIN - SCALABILITY FOR SW DEVELOPMENT
ADAS/AD PF maximizes customer SW reuse across ADAS applications
Scalable ADAS/AD PF across applications
CV* CNN* GPU

ADAS HW Engines Change # of Engine
x4 x8 x1
CPU CV CNN GPU
ARM CPUs Change # of CPU
x8 x2 x4 x1
CPU CV CNN
Ethernet PCIe
x1 x2
CAN x4
Communications Change # of Channel CPU
x8 x4 x4 CAN Ethernet PCIe
CAN
x2
Ether PCIe
x4 x2 x2
Safety Common Bus Safety x2 net x1 x1
Bus system Security
Bus Safety Bus Safety
system Security system Security system Security
*CV: Computer Vision / CNN: Convolution Neural Network

HOW WE WIN - LOW POWER CONSUMPTION W/ R-CAR
Providing the best in class saves cooling cost and AI performance / watt
Liquid cooling Fan cooling AI Performance / watt
VS Competitor > x3
Competitor
1
More cost competitive Less space and weight More fuel efficient

DOMAIN CONTROL UNIT (DCU) & GATEWAY

E/E ARCHITECTURE TRENDING TOWARDS “C A S E”
Connected Gateway and DCU to play key role for “C A S E” implementations
Map Data,
OTA Services
Comm.
Connected Connected Gateway
module
Gateway Data processing & routing
Domain layer
ADAS Information
DCU DCU I/F between network and the real world
ECU / Actuator layer

Realtime control of each function

DCU & GATEWAY GROWTH OUTLOOK
Long Term Long Term
($m)
CAGR
RMS 1
4% 4% Total
~20,000 RMS 1
Gateway
& DCU
23%
Vehicle
Control
3%

Source: Strategy Analytics data ,SAM defined by Renesas

HOW WE WIN - GROWTH STRATEGY FOR DCU & GATEWAY
Enhancing our footprint in Gateway & DCU with wide Automotive portfolio across MCU & SoC,
with strong RH850 Software assets in Vehicle Controller market
Automotive SoC experience

Big footprint in Vehicle Control
in Information and ADAS
Renesas Body and Renesas
Powertrain Chassis Information ADAS
Share* low-end gateway Share*
33% 21% 32% 27%
CAGR** = 3% CAGR** = 4% CAGR** = 17%
Gateway & DCU

SW Scalability CAGR = 23% Security IP
(Long term market)
Automotive Quality Network IP
Accelerator IP
* Digital only ** Long term market

HOW WE WIN - SOFTWARE SCALABILITY
⁃ Automotive Software > 100,000,000 Lines of code
⁃ R-CAR and RH850 Software scalability to reduce OEM/Tier1's Software development cost
Within generation From generation to

Within application Across application generation
ADAS/AD R-CAR V
R-CAR 45~60%
Information
H/M/E
75%~95% 30~40% 70%~80%
Gateway R-CAR(New)
& DCU RH850
60~70%
Vehicle
RH850
Control
Competitor A: No scalable asset
Competitor B: Limited Scalability
Competitor C: (Only MCU)

BUSINESS FOUNDATION ON DCU & GATEWAY
Continuously winning the new opportunities in DCU and Gateway
Major D-in in 2019
DCU Gateway
Major OEM’s gateway

controller for 2021
Standard MCU platform for Connected Gateway start of production
major tier1s Controller (SoC) (at multiple Tier1s)
Cross Domain (mainly for DCU &
MCU Platform Powertrain) Standard MCU platform
for major tier1s
Gateway MCU (central gateway
for ASIL-B / ASIL-D)

ANALOG & POWER

ANALOG AND POWER MARKET OUTLOOK
Automotive Analog & Power semiconductor market continues to grow driven by higher
semiconductor content for CASE+E/E architecture trend
($m) CAGR Market Drivers
Others
 Growth of high voltage power discrete
market driven by electrification of
Power 9% vehicles
 Diversified analog semiconductor
products to control battery-driven
Analog 8% vehicles
 Accelerated usage of semiconductor
SoC 12% devices to replace conventional
mechanical components
MCU 4%  Multiplication of sensor modules to
support sophisticated ADAS
2019 Long term market functionality
“Strategy Analytics Powertrain, Body, Chassis & Safety Data:CY19Q2, Aug 2019

NEW CAPABILITIES GAINED THROUGH ACQUISITION
Analog/Mixed Signal product portfolio complements signal chain and supports to establish end-to-
end solution
Sense Compute Actuate
Solution Examples
Radar/
Radar/Lidar SoC PMIC
Lidar
xEV Position Sensor MCU BMIC
Information Timing MCU VSP

SOLUTION CAPABILITY TO BUSINESS MODEL ENHANCEMENT
End-to-end solution capability enables “Deeper” and “Broader” transformation of business model
Large Customers with Small Customers with

Strong Engineering Limited Engineering
Capability Capability
“Broader”
Single Conventional
Component
Business Model
Sense Compute
System
Level
Offering New Business
Actuate Model after
Acquisitions
“Deeper”

NEW GROWTH MODEL
Leveraging digital product footprint and enhancing business model to accelerate growth
Broader
Market Solution
Driver X Capability X Customer
Base
“CASE +E” Reach

Expansion
Faster More Market

CAGR $ Content Access
Leveraging processor footprint

ANALOG & POWER PRODUCT LINE UP
Rich analog and power products to cover growing application fields
Application Domains
Chassis
ADAS Information Powertrain xEV Safety Body
PMIC
AHL VSP BMIC
Timing IC SSC
Radar/Lidar Wireless POS

Charging IC
GDU
IGBT
MOSFET
IPD

FUNCTIONALITY ENHANCEMENT BY SEMICONDUCTOR
As vehicles are equipped with more sophisticated functions, more semiconductor content is necessary
$ content increase % with Analog and Power
Driver Monitoring +30% Steer by Wire +200%

 SoC  MCU
 PMIC  IPD
 Timing IC  Position Sensor
Surround View +60% Gateway Module +25%
 SoC  SoC
 AHL/VSP  Timing IC
 PMIC
Lidar +60% Smart Sensor +300%

 Lidar MMIC  MCU
 SoC  PMIC
 PMIC  Sensor Conditioner

WINNING COMBINATIONS – VIDEO SIGNALING
Flexible and robust connectivity enabled by AHL can provide system level benefit for video camera
attached system
MCU Digital Overall Solution
Total Benefit for Customers

Camera PMIC PMIC
RH850 Analog Power Value:
 Low-Cost Cable
and Connectors
SoC
AHL Tx AHL Rx VSP  Robust Against
R-Car/V3H
Noise
Product Value:
 Lower-Frequency
+32% Coaxial Cable
Signaling
(1.2kg/15m)
BOM  Processing
Content Performance
Twisted Pair Cable  Low Power
(0.5kg/15m)

xEV MARKET OUTLOOK
Forecasts for high-voltage Inverter in China and EU, MHEV in China are upward adjusted
2024 xEV production*  Most market research companies

30,000 have adjusted forecasts for xEV
upward.
25,000
 More confidence for the xEV
China
market outlook
EU
Production [kUnit]
20,000
North America
Japan
 The bullish outlook after 2021 is
15,000
Row backed by the European and Chinese
governments' policy to support xEV
10,000
purchase and to limit ICE vehicles.
5,000  The trend of low price for battery
continues.
0
2017/Q2 Forecast 2019/Q3 Forecast
Source: Strategy Analytics

xEV SYSTEM ARCHITECTURE AND SOLUTION OFFERING
Inverter On-Board Charger BMS
Gate IGBT / MOS Cell MOSFET
Position driver F1x, U2Ax
IGBT Monitor
sensor MCU Gate MOS
MCU driver Diode
IPS2550 PMIC
R2A25110
RH850/
C1M-A, RAA270000 R2A25110 AE4 IGBT
U2Bx ISL78434 ANM2 MOS
DC/DC ISL78714
Controller Gate IGBT
driver MOS Diode
RH850/
P1x, U2Ax MCU
RH850/
F1x,U2Ax R2A25110 AE4 IGBT
ISL78226 ISL784x4 ANM2 MOS RAJ28000x IPD

WINNING COMBINATIONS – BATTERY MANAGEMENT
High accuracy of BMIC is enhanced by combination with MCU for vehicle level simulation
Digital Combination Value:

Analog Power

 Shorten Design
TAT
Fan  Proven Board-
12V Level Accuracy
Pump
BMIC IPD  Vehicle Level
Battery cells
Heater Simulation
Relay
PMIC
Product Value:
MCU
BMIC  Functional Safety
RH850
 High Accuracy
 Low Long-Term
+480% Drift
Multiplied BOM  High Reliability
Content

xEV MARKET POTENTIAL FOR POWER DISCRETE
xEV market growth brings proliferation of new application for power discrete
Power Discrete Market Size Power Discrete Product Strength

($m)
Plug-in HEV Company A
Power Discrete
CAGR Company B
~19%
Mild Hybrid
Power Discrete
Company C
Full HEV
Power Discrete
~2,400
Battery EV
Power Discrete
Renesas IGBT has clear competitive edge in

2019 Long term market its product feature
Source: Strategy Analytics * Power Discrete include IGBT , MOSFET, PIC.

48V SYSTEM TREND
Battery-driven vehicles are creating new market for 48V: new requirement for Analog & Power
Benefit of 48V 48V traction

Mechanical
Mechanical toto
Electric:
Electric:
 Higher efficiency for
Replacement of 48V turbo
Electric Vehicle (Low
current) mechanical drive
or hydraulic HVAC
 Cost efficiency for safety drive
requirement
Roll stabilizer
 Easier packaging
 Fitness to existing system New

New Category:
Category: 2/3-wheelers
(12V) Light Vehicle Light Vehicle

xEV INVERTER SOLUTION
MCU capability creates additional value for strong IGBT product feature
MCU Gate Driver IGBT

 Powertrain Platform MCU  Switching loss reduction,  Higher current (350A/cm2),
 >100,000rpm with EMU/ RDC reducing cooling cost lower loss
 Built-in dual RDC and  Higher-voltage(5kV) and  Built-in sensor for preventing
Functional Safety Isolation destruction.
 Functional Safety Temp
sensor
Current
sensor
Inverter Kit Solution

 Easy to develop, Reducing TAT
 More power can be derived by accurate TJ sensing with built-in
temp sensor & SW.

WINNING COMBINATIONS- xEV INVERTER
Sensor embedded feature of IGBT is enhanced by MCU’s system optimization for thermal
management
Digital Combination Value:

Analog Power  Shorten Design
PMIC Gate driver IGBT IGBT IGBT
Motor TAT
 More Accurate
MCU X6 Thermal
RH850 Management
IGBT IGBT IGBT
Resolver I/F
Resolver
Product Value:
 Small Footprint
+1140%  Low Power Loss
 Less External
BOM BOM
Content  High Quality

SOLUTION CAPABILITY FOR xEV MAIN INVERTER
Combination of MCU, IGBT and Driver expertise can provide the optimal solution at system level
Size 11.25L, 200A
[L]
10
3.9L, 100kW
4.9L, 400A 400V/800A(500ARMS)
2.9L, 600A
5
0.9L, 400A
0
20 40 60 80 100 Power [kW]

POSITION SENSING
Thin, Light, Cost Effective, Field Immune Rotation Narrow Angle Linear Slider
x5 to x10 thinner
Motor control Pedal / Handle Fuel / Oil / Fluid

x2 to x100 Gauge
lighter
Cost Effective
 No magnet
Total Stray Field
 No resolver
immune Dial Valve control Gear Selector
 Can reduce number of
wires (single-ended)

ANALOG AND POWER GROWTH OUTLOOK
By leveraging market drivers and Renesas strengths, Analog product revenue to outgrow the
market, while Power Discrete growth is offset by planned EOL
CAGR
Analog
Power 9%
Total
EOL
IGBT: 11%
Power 6% MOSFET: 7%
Analog 13%
2019 Long term target


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＜表紙サンプル＞

FEBRUARY 17, 2020

© 2020 Renesas Electronics Corporation. All rights reserved.

© 2020 Renesas Electronics Corporation. All rights reserved.

Environmentally Safety & Comfortable &

~8x ~5x ~2x

Source: Strategy Analytics data

© 2020 Renesas Electronics Corporation. All rights reserved. 3

TODAY - Distributed architecture TOMORROW - Centralized architecture

 Increasing hardware varieties  Scalable and easy to develop hardware

© 2020 Renesas Electronics Corporation. All rights reserved. 4

 Short fall in GM  Optimize fab utilization

Design in  Accumulation of a mountain of D-in  Select high confidence business

 Product-orientated  Enhance product combination

Pursue balanced biz growth & profitability

© 2020 Renesas Electronics Corporation. All rights reserved. 5

(oku-yen) Impact on actual

© 2020 Renesas Electronics Corporation. All rights reserved. 6

TARGET FINANCIAL MODEL

2019 Adjusted* Long-term target*

Revenue 3,330 oku-yen Grow @SAM

Gross margin < 40%** 40 - 45%

Operating margin < 10% 10 - 15%

* FX 1USD=100yen, 1EUR=120yen. Continuing business only

© 2020 Renesas Electronics Corporation. All rights reserved. 7

PORTFOLIO EXPANSION BY MARKET GROWTH DRIVER

© 2020 Renesas Electronics Corporation. All rights reserved. 8

Scalable & Reusable assets & Open Platform

Automotive safety & Long-term commitment

End point computing & Power consumption

© 2020 Renesas Electronics Corporation. All rights reserved. 9

Source: Renesas estimate based on Strategy Analytics data

© 2020 Renesas Electronics Corporation. All rights reserved. 10

Big scale segment

© 2020 Renesas Electronics Corporation. All rights reserved. 11

Gateway Gateway BMIC*

Vehicle Powertrain Network MOSFET

1 Expand scalability with reusable processor & functional safety/security knowledge

© 2020 Renesas Electronics Corporation. All rights reserved. 12

HOW WE WIN - SYSTEM-LEVEL & END-TO-END SOLUTION

Cockpit & HMI Display

© 2020 Renesas Electronics Corporation. All rights reserved. 13

Digital Analog & Power

© 2020 Renesas Electronics Corporation. All rights reserved. 14

© 2020 Renesas Electronics Corporation. All rights reserved. 15

© 2020 Renesas Electronics Corporation. All rights reserved.

© 2020 Renesas Electronics Corporation. All rights reserved.

Level2 Level3 Level4-5

© 2020 Renesas Electronics Corporation. All rights reserved. 18

© 2020 Renesas Electronics Corporation. All rights reserved. 19

Sense Compute Actuate No.1 share

Camera Electric Motor

© 2020 Renesas Electronics Corporation. All rights reserved. 20

MMIC MMIC LCA3

Scalable MCU / SoC Platform

© 2020 Renesas Electronics Corporation. All rights reserved. 21

Scalable ADAS/AD PF across applications

CV* CNN* GPU

*CV: Computer Vision / CNN: Convolution Neural Network

© 2020 Renesas Electronics Corporation. All rights reserved. 22

Liquid cooling Fan cooling AI Performance / watt

© 2020 Renesas Electronics Corporation. All rights reserved. 23

© 2020 Renesas Electronics Corporation. All rights reserved.

ECU / Actuator layer