HIGH PERFORMANCECOMPUTING

MAY 16, 2024
VIVEK BHAN
SVP AND GM OF HIGH PERFORMANCE COMPUTING PRODUCT GROUPRENESAS ELECTRONICS CORPORATION© 2024 Renesas Electronics Corporation. All rights reserved.

AT A GLANCEHIGH PERFORMANCE COMPUTING
Our products / technologies

2023 Revenue
Custom ASICHigh performance, ultra-low
power consumption 32bit
Automotive MCU

SoCHigh performance,high efficiency SoC
for Automotive

MCU

IIoT IoT
IIoT Infrastructure
IIoT Industrial

High performance
Custom ASIC & ASSP

Automotive xEV
Automotive ADAS
Automotive Infotainment© 2024 Renesas Electronics Corporation. All rights reserved.

2Automotive Control

GROWTH DRIVERS

HIGH PERFORMANCE COMPUTING
Revenue

Growth drivers(oku yen)
8,000

6,000

ADAS/AD with AI integration
R-Car Gen4/5

ADAS

AutomotiveControl

Control

Infotainment

4,000

Strong MCU/SoC portfolio
E/E architecture
Growthfor
driver

ADAS

xEV

IIoT

2,000

xEV

Motor Control MCU with
Power and Analog solution

Industrial &Infrastructure

ASIC and ASSP for FA/OA andData centerIndustrial

Infrastructure
IoT02023

2030* FX $1 = 100yen, €1 = 120yen© 2024 Renesas Electronics Corporation. All rights reserved.

3MARKET OUTLOOK (AUTOMOTIVE)

AUTO SEMICONDUCTOR MARKET GROWTH IS DRIVEN BY CONTENT PER VEHICLE
Global light vehicle production

Automotive semiconductor TAM(M Unit)

1.1x100(B$)

90120

80

100702023

2030

80

Source: GlobalData Global Light Vehicle Forecast (December 2023)

60

Content per vehicle

40($/Unit)

20

1.6x1,000

1.8x50002023

02023

2030

Source: TechInsights Automotive Semiconductor Demand Forecast 2021 to 2030 – January 2024

© 2024 Renesas Electronics Corporation. All rights reserved.

2030

Source: TechInsights Automotive Semiconductor Demand Forecast 2021 to 2030 – January 2024
* FX $1 = 100yen

4FINANCIAL VIEW (AUTOMOTIVE)

ACHIEVED HIGHS IN BOTH SALES AND PROFIT MARGINSRevenue

Gross margin (GM)(oku yen)
6,450

6,950

GP

GP%

8,000

50%

46%
4,623

Operating margin (OM)
OP

52%

60%

8,000

60%

38%

3,410

3,244

OP%

3,632

34%

34%

2,192

2,387

26%

2,146

14%

1,285

1,224
484

---2020

2021

2022

2023

0%

2020

2021

2022

Source: Statutory segment result before change in segmentation in 2024
© 2024 Renesas Electronics Corporation. All rights reserved.

52023

---0%

2020

2021

2022

2023

RENESAS GROWTH IN ADAS MARKETREVENUE GROWTH IS EXPECTED TO OUTPERFORM THE MARKETSAM growth

Revenue growth

CAGR

13%

2023

CAGR

34%

2030

2023

Source: Renesas Estimation based on TechInsights© 2024 Renesas Electronics Corporation. All rights reserved.

Including EP/A&C/PWR product62030

AUTOMOTIVE STRATEGYFULL PORTFOLIO FROM MCU TO SOC WITH SCALABLE, FLEXIBLE AND CUSTOMIZABLE PLATFORM

Mid-range

Electrified, Automated & Connected

Scale with common SWPremium

Increasing volumeLuxury

Increasing semiconductorcontent par car

OEM: scale across entire vehicle fleet

Higher-reuse toimprove time-to-market
Comprehensive
engineering-vettedsolutions

Winningcombos

Entry© 2024 Renesas Electronics Corporation. All rights reserved.

Portfolio C

7Portfolio B

Portfolio A

TRANSFORMING ADAS/AD WITH AI INTEGRATIONENHANCED AI TOOL CHAIN

Customer experiences

Renesas initiatives

Increase compute w/ flexibility

New generation of AI chips
Performance▪ Core AI capability from 34-400 TOPS
▪ Flexible portfolio from dozen TOPS to1,000TOPS range

Reduced development cost and TATAI Workbench: cloud IDE for AI
CloudChanging AI model architecture▪ Upload code, debug in simulation thendeploy on live SoCs, all in the cloud▪ Available on cloud to select customers

HyCo: AI compiler toolchain▪ In-house compiler toolchain enables
heterogenous compute▪ Support for 60 models in model zoo© 2024 Renesas Electronics Corporation. All rights reserved.

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RENESAS AI GIGAFACTORY CONCEPTINTEGRATED, COMPREHENSIVE AND EASY TO USE AI TECHNOLOGY FOR CUSTOMERS

Renesas initiatives

HyCo Toolchain

New generation of AI chips▪ Core AI capability from 34-400 TOPS
▪ Flexible portfolio from dozen TOPS to
1,000TOPS range

SelectCloudThe AIWorkbench▪ Upload code, debug in simulation thendeploy on live SoCs, all in the cloud▪ Available on cloud to select customers

Train

Optimize
DebugAI Customer
Applications

HyCo: AI compiler toolchain

Accelerate

100s of Renesas SoC hardware▪ In-house compiler toolchain enables
heterogenous compute▪ Support for 60 models in model zoo© 2024 Renesas Electronics Corporation. All rights reserved.

AI ModelAutomation

CloudAI Workbench: cloud IDE for AI

Validate

Board Lab9COMPELLING ADAS SOLUTION – SDV IMPLEMENTATIONINTEGRATED AND UNIFIED ENVIRONMENT ENABLES PARALLEL H/W AND S/W DEVELOPMENT

Customer pain points

SDV Platform (with partners)

Real environment

Software-first approach▪ System problems are found at the later stage▪ Costly and time-consuming due to rework
Early
stage

Early
stage

Later
stage

Later
stage
Dev

ReworkDev

Systemvalidation

CLOUD
TOOLS

AI WorkbenchOpen source OS & Reference Apps

Commercial OS & partner stacks

SOFTWARE

R-Car SDK

System problems

ADAS

CockpitHigh
speedsimulation

Highlyaccurate
simulation

Gateway

Distributed environments
Cloud expertise▪ Need knowledge to build cloud environment© 2024 Renesas Electronics Corporation. All rights reserved.

10HARDWARE

SoC Reference
R-Car X5 Car Computer
Domain-specific.....

X-Domain+ Analog+ PMIC+ MCU

SOLUTION SELLING WITH ANALOG - VALUE PROPOSITIONS
System-level optimized design and validation▪ Co-development of SoC/MCU &PMIC ensure perfect interoperability,
system-level optimization▪ Enabling easy realization of ASIL-D
functional safety and reduction ofverification efforts for customers

Sensor & Sensor signal conditioning▪ Sensor signal processing for:DigitalDesignSystemAnalysis-- Strain gage applications inelectromechanical braking andbrake-by-wire applications.

PMICDesign▪ “Hands on steering wheel” sensing asa prerequisite for L2 – L4 ADAS
implementations.

Turn-key Designs▪ Turn-key Reference designs available to reduce costand risk while speeding time to market for customers▪ Steering torque & angle sensing (TAS)for ASIL-D classical and steer-by-wireapplications.

R-CAR + PMIC Starter Kit© 2024 Renesas Electronics Corporation. All rights reserved.

6 deg. of freedom inertial sensors,enhancing ADAS system capabilities.

11RENESAS GROWTH IN E/E ARCHITECTURE MARKETREVENUE GROWTH IS EXPECTED TO OUTPERFORM THE MARKETSAM growth

Revenue growth

CAGR

CAGR

26%

2023

38%

Long term

2023

Source: Renesas Estimation based on TechInsights© 2024 Renesas Electronics Corporation. All rights reserved.

12Long termZONAL ARCHITECTURE TREND IN VEHICLE CONTROLOUR FLEXIBLE AND SCALABLE INTEGRATED SOLUTIONS SUPPORT THE NEEDS OF GLOBAL OEMS

Hybrid (Domain + Zone)

DomainCentral GWPTCSBD

ADCCentralECUCDCPTCSADC
CDCZone ECUBDORVC integrated type

VC centralized typeCentral compute

Central compute

Central compute

ADC CDCADC CDC

VCUPTZone

Zone ECUZone

Zone

Zone

BDPTCSBDCS

Dev cost minimization

PTCS BDZone

System BOM cost minimization

VCU: Vehicle Control Unit (incl. DCU) PT: Powertrain (xEV), CS: Chassis and Safety BD: Body (BCM) ADC: ADAS Domain Controller CDC: Cockpit Domain Controller© 2024 Renesas Electronics Corporation. All rights reserved.

ADC CDC

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STRONG AND WIDE PORTFOLIO FOR E/E ARCHITECURE
16-bit MCU

32-bit MCU

SoC

Renesas Core

Super Low
PowerTiny
Footprint

Lighting Motor SensorControl

Switch© 2024 Renesas Electronics Corporation. All rights reserved.

Arm®

Power Hypervisor FuSa Broadest
EfficiencyPortfolio

PowerCyber
Efficiency Security

FuSa Broadest
Portfolio

ManyCoresLarge
Internal RAM

LinuxRTOS

MotorControl

Motor
Control

ChassisADADAS

GatewayPowerTrain

Chassis

Zone

14BCM

Zone

IVI

SUMMARY
Flexible and scalable portfolio for ADAS and E/E

Integrated system solutions with digital, analog and software

Augmented software, AI, cloud infrastructure and tool chain
High performance SoCs to cross domain smart compute toMCUs, using the same SW framework and infrastructure
Gaining good market traction and partnerships© 2024 Renesas Electronics Corporation. All rights reserved.

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THANK YOU© 2024 Renesas Electronics Corporation. All rights reserved.

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(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 represent any
guarantee by management of future performance. In many cases, but not all, we use such words as “aim,” “anticipate,” “believe,” “continue,”“endeavor,” “estimate,” “expect,” “initiative,” “intend,” “may,” “plan,” “potential,” “probability,” “project,” “risk,” “seek,” “should,” “strive,”“target,” “will” and similar expressions to identify forward looking statements. You can also identify forward-looking statements by discussionsof strategy, plans or intentions. These statements discuss future expectations, identify strategies, contain projections of our results ofoperations or financial condition, or state other forward-looking information based on our current expectations, assumptions, estimates andprojections about our business and industry, our future business strategies and the environment in which we will operate in the future.
Known and unknown risks, uncertainties and other factors could cause our actual results, performance or achievements to differ materiallyfrom those contained or implied in any forward-looking statement, including, but not limited to: general economic conditions in our markets,
which are primarily Japan, North America, Asia and Europe; demand for, and competitive pricing pressure on, our products and services in themarketplace; our ability to continue to win acceptance of its products and services in these highly competitive markets; and movements incurrency exchange rates, particularly the rate between the yen and the U.S. dollar. Among other factors, a worsening of the w orld economy, aworsening of financial conditions in the world markets, and a deterioration in the domestic and overseas stock markets, would cause actual
results to differ from the projected results forecast.
This presentation is based on the economic, regulatory, market and other conditions as in effect on the date hereof. It should be understoodthat subsequent developments may affect the information contained in this presentation, which neither we nor our advisors orrepresentatives are under an obligation to update, revise or affirm.

© 2024 Renesas Electronics Corporation. All rights reserved.

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