© 2020 Renesas Electronics Corporation. All rights reserved.
AUGUST 6, 2020
SAILESH CHITTIPEDDI
EVP AND GENERAL MANAGER
IOT AND INFRASTRUCTURE BUSINESS UNIT
RENESAS ELECTRONICS CORPORATION
<表紙サンプル>
産業制御システム向け
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
INFRA, INDUSTRIAL AND IOT STRATEGY UPDATE
© 2020 Renesas Electronics Corporation. All rights reserved.
MEGA TRENDS ARE LARGELY INTACTDRIVING GROWTH FOR IOT AND INFRA BU
2
DATA-CENTER
DISAGGREGATION
33% cloud data CAGR
Optimizing underutilized resources /
Power / thermal inefficiencies
Rise of data-centric computing
5G
RAMP
~0% penetration in 2019
~20% in 2023
~40% content expansion from 4G to
5G
Sub-6GHz / mmWave
SatCom market growth
INTELLIGENCE
MOVING TO ENDPOINT 1T connected devices
Industry 4.0 / 150MM industrial edge
devices enabled with AI shipped
annually by 2022
~34% IoT sensors long-term growth
forecast
© 2020 Renesas Electronics Corporation. All rights reserved.
MAJOR POST COVID-19 TRENDS
© 2020 Renesas Electronics Corporation. All rights reserved.
MAJOR POST COVID-19 TRENDS
4
End Market ProductsPre-
CoVID-19
Post-
CoVID-19Reason
Data Center Memory Interface,
Timing, Core PowerBandwidth needs
Smart Phone Wireless Power, OISConsumers upgrading to 5G
phones primarily
Laptop & Tablet Display Power, FGIC Telecommuting driving demand
Healthcare & Environment
Sensor Signal
Conditioning IC,
flow sensors, power
Temperature/Humidity/SPO2/H
RM measurement, ventilators,
environment focus
Surveillance, VUI MPUs and MCUs AI & VUI moving to end-point
Rad Hard TechnologyRad Hard Analog, RF,
Power & MCUsFocus on rural telemedicine via
SatCom and space explorationneutral
neutral
© 2020 Renesas Electronics Corporation. All rights reserved.
SAM EXPANSION TRENDS
© 2020 Renesas Electronics Corporation. All rights reserved.
EXPANDING DIMM CONTENT IN DDR5
DDR4 LR/RDIMM
DDR5 LR/RDIMM
RCD
10 x DB
2 x TS
PMIC
SPD-Hub
RCD,
9 x DB
TS/SPD
DD
R
5
DD
R
5
DD
R
5
DD
R
5
DD
R
5
DD
R
5
DD
R
5
DD
R
5
PMIC
SPD
Hub
DDR5 SODIMM
DD
R
4
DD
R
4
DD
R
4
DD
R
4
DD
R
4
DD
R
4
DD
R
4
DD
R
4
PMIC,
SPD-
Hub
DDR5 SCM NVDIMM
DDR4 SODIMMDDR4 SCM NVDIMM
10 x DB
PMIC
SPD-
Hub
9 x DB
PMICz
DD
R4
DD
R4
DD
R4
DD
R4
DD
R4
DD
4
DD
R4
DD
R4
DD
R4
DD
R4
DD
R4
DD
R4
DD
R4
DD
R4
DD
R4
DD
R4
DD
R4
DD
R4R
CD
TS/S
PD
z
DD
R5
DD
R5
DD
R5
DD
R5
DD
R5
DD
R5
DD
R5
DD
R5
DD
R5
DD
R5
DD
R5
DD
R5
DD
R5
DD
R5
DD
R5
DD
R5
DD
R5
DD
R5
DD
R5
DD
R5R
CDTS
PMICSPD
Hub
TS
Renesas gains significant content from DDR4 generation to DDR5 generation
and Renesas register, temp sensor, hub and PMICs have already been qualified at leading CPU supplier.
6
© 2020 Renesas Electronics Corporation. All rights reserved.
China
CPU #1
DDR3
DDR4
DDR5
WINNING ACROSS AN EXPANDING SOC ECOSYSTEM
Qualified In Process/Planning
Renesas memory interface solutions are CPU architecture agnostic
7
© 2020 Renesas Electronics Corporation. All rights reserved.
VIRTUALIZATION OF5G NETWORKS PROPRIETARY VS O-RAN
8
Source: 3G4G
© 2020 Renesas Electronics Corporation. All rights reserved.
VIRTUALIZATION OF5G NETWORKS PROPRIETARY VS O-RAN
9
Renesas has solutions to address both the traditional telecom providers as well
as the new class of emerging O-RAN solution providers for the 5G market.
We are seeing solid growth opportunities in the 5G markets.Source: 3G4G
Renesas Products
RF
Power
Timing
Optical
Renesas Products
RF
Power
Timing
Optical
Memory Interface
Rapid I/O
© 2020 Renesas Electronics Corporation. All rights reserved.
INDUSTRIAL POWER ROADMAP HIGHLIGHTS – $3B SAM EXPANSION!
2nd-genHigh-voltage DC/DC Family
2020 First Half of 202120192018
Mid-voltage LDO Family
DC/DC FamilyChina Design
Low-voltage Power Module
2nd-gen DC/DC Family
China Design
Mid-voltage Power Module
18V, 10A & 15A Modules
40V DC/DC Dual-output
Low-costMid-voltageDC/DC Family
2nd-genLow-cost
DC/DC Family
Low-noise LDO2nd-gen Low-
noise LDO
3rd-gen Low-noise LDO
Mid-voltage DC/DC Family
Mid-voltage Power Module
60V Buck-boost Controller
AC/DC Regulator
Family
High-voltage DC/DC
Regulator
High-voltage DC/DC Controller
Family80V DC/DC Controller
Family
100V ½ Bridge Drivers
60V, 15A Module
2nd-genAC/DC Regulator
Family
Novel Mid-voltage DC/DC
High-voltage LDO Family
Industrial-focused DC/DC
Family
10
© 2020 Renesas Electronics Corporation. All rights reserved.
INDUSTRIAL POWER ROADMAP HIGHLIGHTS – $3B SAM EXPANSION!
2nd-genHigh-voltage DC/DC Family
2020 First Half of 202120192018
Mid-voltage LDO Family
DC/DC FamilyChina Design
Low-voltage Power Module
2nd-gen DC/DC Family
China Design
Mid-voltage Power Module
18V, 10A & 15A Modules
40V DC/DC Dual-output
Low-costMid-voltageDC/DC Family
2nd-genLow-cost
DC/DC Family
Low-noise LDO2nd-gen Low-
noise LDO
3rd-gen Low-noise LDO
Mid-voltage DC/DC Family
Mid-voltage Power Module
60V Buck-boost Controller
AC/DC Regulator
Family
High-voltage DC/DC
Regulator
High-voltage DC/DC Controller
Family80V DC/DC Controller
Family
100V ½ Bridge Drivers
60V, 15A Module
2nd-genAC/DC Regulator
Family
Novel Mid-voltage DC/DC
High-voltage LDO Family
Industrial-focused DC/DC
Family
Appliances
Smart Meters
Home Automation
ATE
5G
Cloud Infrastructure
Factory Automation
Power Tools
Amusement
11
© 2020 Renesas Electronics Corporation. All rights reserved.
MCU, MPU & RAD HARD PRODUCT UDPATES
© 2020 Renesas Electronics Corporation. All rights reserved.
0.0
0.2
0.4
0.6
0.8
1.0
1.2
1.4
1H19 2H19 1H20
Design in
0.0
0.5
1.0
1.5
2.0
2.5
3.0
3.5
2H19 1H20
New opportunity
16-BIT BASED MCU
13
Share has gained and Renesas new LPC and next-gen products are
seeing significant traction in the market
Market share (excluding Automotive) *1 D-in and opportunity
0%
5%
10%
15%
20%
25%
30%
CY13 CY14 CY15 CY16 CY17 CY18 CY19
*1 Source: Gartner *2 Including Atmel *3 Including Freescale *4 Including Spansion
Renesas
Others
29.7%
NXP *3
Microchip *2
Infineon
Cypress *4
TI
28.9%
20.8%
9.2%
4.8%
2.8%3.7%
Existing RL78 New RL78
© 2020 Renesas Electronics Corporation. All rights reserved.
32-BIT BASED MCU
14
Share erosion has slowed significantly, and Renesas new products are
seeing significant traction in the market
Market share (excluding Automotive) *1 D-in and opportunity
0.0
0.2
0.4
0.6
0.8
1.0
1.2
1H19 2H19 1H20
Design in
0.0
0.2
0.4
0.6
0.8
1.0
1.2
1.4
1.6
1.8
1H19 2H19 1H20
New opportunity
RX RA Renesas Synergy
0%
5%
10%
15%
20%
25%
30%
CY13 CY14 CY15 CY16 CY17 CY18 CY19
Renesas
STMicro26.4%
15.8% NXP *2
Microchip *312.3%
Infineon
Cypress *4
TI
7.3%
6.8%6.0%5.9%
*1 Source: Gartner *2 Including Freescale *3 Including Atmel *4 Including Spansion
© 2020 Renesas Electronics Corporation. All rights reserved.
ROADMAP IMPROVEMENT
Industrial Automation ASSP General-Purpose MPURE Family
Extreme Low Power Controller
ASIC
RZ/T1
R-IN
RZ/N1
Module
RZ/N2
RZ/T2
ASIC
ASIC
Top IA customer
AC servo, AC drive
PLC, Gateway
AC servo
Remote IO
Multi purpose
IA network
Before
2019
2020 2021
RE01
RE01
IO
RE01
Next
2020 2021
ULP Mark-CP score 705
Extended target:
General purpose
Ultra low power
Sensor application BLEv5,
1.5MB/256K
256KB/128K
1.5MB/256K
Sensor (touch/smell)
• Temperature
• Humidity
• Illuminance
• Gas pressure
Before
2019
2020 2021 2022
RZ/G2H
RZ/V2M
RZ/V2x (Entry)
RZ/G2E
RZ/G1
RZ/A1
RZ/A2M
RZ/G2x (Lite)
RZ/G2x (Entry)
RZ/G2x(Ultra Lite)
DRP-AI1
DRP
Enhanced low-end GP MPU (RZ/G series)
& Embedded AI MPU (RZ/V series)
Em
bed
ded
AI M
PU
GP
MP
U
DRP-AI1
RZ/G2M,N
15
© 2020 Renesas Electronics Corporation. All rights reserved.
RENESAS RAD HARD PRODUCTS CRITICAL TO SATCOM, SPACE & PLANET EXPLORATION
16
Renesas provides radiation hardened semiconductors for mission critical power management, precision data
handling and data processing for Satcom & Key Space Exploration :
NASA/ESA Solar Orbiter
Launched Early 2020
ESA ExoMars Rover
Launch targeted for 2022
NASA Rover InSight
Landed in late 2018
ISRO Chandrayaan Moon Missions
Orbiter/Lander/Rover launched mid 2019
JAXA Hayabusa 2 Asteroid Mission
Returning asteroid samples to earth late 2020
© 2020 Renesas Electronics Corporation. All rights reserved.
RENESAS RAD HARD PRODUCTS CRITICAL TO SATCOM, SPACE & PLANET EXPLORATION
17
Renesas provides radiation hardened semiconductors for mission critical power management, precision data
handling and data processing for Satcom & Key Space Exploration :
NASA/ESA Solar Orbiter
Launched Early 2020
ESA ExoMars Rover
Launch targeted for 2022
NASA Rover InSight
Landed in late 2018
ISRO Chandrayaan Moon Missions
Orbiter/Lander/Rover launched mid 2019
JAXA Hayabusa 2 Asteroid Mission
Returning asteroid samples to earth late 2020
For the MARS 2020 Explorer which launched July 31st
Renesas had 20+ unique parts on Perseverance Rover
covering several sub-systems
© 2020 Renesas Electronics Corporation. All rights reserved.
WINNING COMBOS
© 2020 Renesas Electronics Corporation. All rights reserved.
DRIVING REVENUE SYNERGIES WITH WINNING COMBOS
19
Camera Module: ~$25 BOM
Sensor Board with BLE and ML CN268 IEEE-1588 Solution for
Synchronization of timing networks48 V Scooter
UWB based social distancing bands
(sampling 2H20)
146 New Winning Combinations
since April 2019
Achieved over 390 M$ D- ins
cross selling and combo Sales
Renesas has leveraged the
portfolio of its acquisitions to
drive D-In growth
© 2020 Renesas Electronics Corporation. All rights reserved.
SUMMARY
20
Growth drivers for IIBU are largely intact post COVID-19
In certain areas the increased needs for telecommuting, remote health-care, environmental
awareness, and e-AI is leading to demand growth for our products supporting those areas
We are continuing our design-in momentum to achieve our LT growth targets of 6-8% growth
Traction for winning combinations in the market place continues to be solid
The re-vamp of the MCU and the MPU roadmaps is starting to show early signs of success
We are regaining share in the 16-bit market and our expectation is as the RA family continues to
get traction we should see growth in the 32-bit area as well
The Shiga closure does not materially impact our offerings to be successful in addressing the
needs of the 400 G/800G Optical market
© 2020 Renesas Electronics Corporation. All rights reserved.
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