Renesas Technology AmericaMerger of Hitachi & Mitsubishi Electric Semiconductor BusinessesRTA - Our MissionW/W Semiconductor Ranking Based on 2004 Sales Forecast made in December, 2004W/W MCU Ranking Based on 2004 SalesAmerica MCU Ranking Based on 2004 SalesRenesas’s Position in Semiconductor IndustryUbiquitous Market ConvergenceOnly 6 Suppliers Annually Generate Revenue Level Required for Next-Generation Fab ROIRenesas Technology AmericaApril 2005Merger of Hitachi & Mitsubishi Electric Semiconductor BusinessesMitsubishi Electric HitachiRenesas Technology Corp.Flash/SRAM(System Memory)MCU, ASIC, ASSPRF Modules, Mixed Signal DevicesMCU, IC Cards, LCD DriversASIC, LogicFlash/SRAM(System Memory)Elpida(NEC, Hitachi, Mitsubishi, PSC)DRAMDRAMRTA - Our Mission•Continuously improve North American semiconductor market share on an annual basis (excluding DRAM)•Increase our North American MCU market share to 15% by 2010•Achieve continuous improvement in customer satisfaction, as measured by a consistent and independent annual survey•Steadily improve productivity as measured by global revenue per employeeSource ：i-Suppli(Dec./04)1 Intel2 Samsung3 TI4 Infineon5 Renesas6 Toshiba7 STMicro8 NEC Ele10 Philips9 Freescale15.1% 56.1% 31.8% 13.5% 18.2% 21.2% 16.8% 25.4% 22.9%13.7% 6.7% 4.6% 4.1% 4.0% 4.0% 3.9% 2.9% 2.5% 2.5%31.6%ShareSales YoY (%)Billions of US$W/W Semiconductor RankingW/W Semiconductor RankingBased on 2004 Based on 2004 Sales ForecastSales Forecast made in December, 2004 made in December, 2004 3.9%The semiconductor market in CY2004 has seen a year-over-year increase of approx.28%, driven by memory products such as DRAM and flash memory. However, production adjustments in the Japanese market for mobile phones and digital consumer products, where Renesas has focused, has resulted in Renesas moving down the worldwide semiconductor ranking. Nevertheless, we believe that Renesas has kept its strong position in our focused areas such as automotive semiconductors.29.614.48.98.68.58.46.35.45.49.8Strong DSP SalesStrong Euro4 to 7 is VERY close!10 TI 23% 3%3709 ST31% 4%4668 Fujitsu-12% 4%594Source ： Gartner Dataquest March 2005ShareSales YoY (%)W/W MCU RankingW/W MCU RankingBased on Based on 2004 Sales2004 Sales7 Toshiba 11% 5%6526 Microchip24% 4.0% 5%6615 Matsushita 14%7%7494 Infineon46% 8%1,0903 NEC 11%22%1,4302 Freescale 6% 13%1,7171 Renesas21% 22%2,914Millions of US$10 Fujitsu (18)% 2%319 Philips (24)% 2%358 Zilog11% 2%39Source ： Gartner Dataquest March 2005ShareSales YoY (%)America MCU RankingAmerica MCU RankingBased on Based on 2004 Sales2004 Sales7 ST 30% 3%616 Infineon33% 4.0%4%735 NEC 29%7%132Millions of US$4 TI 9%15%1633 Renesas 37% 10%1772 Microchip10% 11%1921 Freescale0% 38%6687： G AG-ANDWorld Fastest(10Mb/sec)Flash MemoryMCP for MobilephoneNo.1 Share in Japan：： No.1 ShareMCU21%：： No.1 ShareMCU for Car Navi80%：： No.1 ShareHPA for mobilephone(：：： )59%：： No.1 ShareLCD driver forColor Mobilephone36%：： No.1 ShareApplication Processor for Mobilephone50%：： No.1 ShareHi Frequency IC (：：： )22%Renesas’s Position in Semiconductor Industry Source: Renesas Marketing ＆ Planning：： No.1 ShareMCU with FLASH Memory41%Based onQuantityMay, 2004Ubiquitous Market ConvergenceDigital consumer electronics Network and PC AutomotiveMobileConnectivitySecurityMulti-MediaRF, Analog4.504.606.306.907.207.407.407.9010.5027.100 5 10 15 20 25 30PhilipsFreescaleNECInfineonSTToshibaTIRenesasSamsungIntel$ BOnly 6 Suppliers Annually Generate Revenue Level Required for Next-Generation Fab ROIGartner Dataquest March 2004 RevenueGoldman Sachs Analysis:“A Device Maker Needs $7B in Sales to Justify New Fab” - Electronic Business, Feb
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