Kyocera Corporation · TSE:6971
Kyocera — Investor Day (November 2019)
47 slides from Kyocera's investor day presentation, Nov 28, 2019
Slide 1: Kyocera IR Day
November 28, 2019 Kyocera IR Day Hideo Tanimoto President and Representative Director This is an English translation of the Japanese original. This translation is prepared for the reference and convenience solely for those who do not use Japanese. In the event of any discrepancy between this transla
Slide 2: Major Initiatives since FY3/2018
Major Initiatives since FY3/2018 1 Maintain Aggressive Approach to M&A 2 Develop Energy Business 3 Strengthen R&D activities Please refer to “Cautionary Statements with respect to Forward-Looking Statements” on the last page. 1
Slide 3: Maintain Aggressive Approach to M&A
Maintain Aggressive Approach to M&A FY3/2018 FY3/2019 FY3/2020 Industrial & Automotive H.C. Starck Ceramics (Germany / Components Group Non-oxide fine ceramic components such as SiSiC*1) Fine ceramic parts Friatec (Germany / Oxide-ceramic Strengthen production components and metallized components）
Slide 4: Develop Energy Business
Develop Energy Business New business development based on a shift from “selling goods” to “selling services” New business model that reduces the initial investment burden on users and power service providers Taking advantage of Kyocera’s exceptional credibility to develop long-term service businesse
Slide 5: Strengthen R&D Activities
Strengthen R&D Activities Strengthen software development and actively promote open innovation Create a cross-organization development system for each core theme since FY3/2019 R&D Structure External collaborations Component Equipment Medical Automotive related IoT related Environment & Energy relat
Slide 6: Initiatives for Further Growth
Initiatives for Further Growth Environment & Automotive Energy Related Information Medical & & Communication Health Care Create Robotics 5G added value ADAS * Big Data From manufacturing products to offering IoT AI services Technological innovation = Business opportunity Initiatives for business exp
Slide 7: Strategy of Energy Business
November 28, 2019 Strategy of Energy Business Ichiro Ikeda General Manager Solar Energy Marketing Division, Corporate Solar Energy Group & Energy Business Strategy Division, Corporate Management Promotion Group KYOCEERA Corporation 6
Slide 8: Business Background
1 Business Background 40-year history of solar energy business Toward a sustainable society 2 KYOCERA ENERGY VISION 3.0 New business development based on a shift from selling goods to selling services 3 KYOCERA ENERGY ACTION 2020 “Enerezza” residential storage battery “ENE-FARM mini” fuel cell Pleas
Slide 9: KYOCERA ENERGY VISION 3.0
Toward a Sustainable Society KYOCERA ENERGY VISION 3.0 Please refer to “Cautionary Statements with respect to Forward-Looking Statements” on the last page. 8
Slide 10: 40-plus year history of solar energy business
1975 1979 1982 1983 1987 Established Japan Solar Made first shipment (to a Started mass-production Began contributing to Achieved world’s highest Energy Corp. (JSEC) microwave communications of multicrystalline silicon rural electrification solar cell conversion station in Peru) solar cells (world-f
Slide 11: Toward a sustainable society
Climate change and energy Recycling- Low-carbon oriented society society Sustainable society Climate change Ecosystem and and ecosystem Society in environmental impact harmony Approach based on with nature Approach based on sustainable energy energy solutions Please refer to “Cautionary Statements w
Slide 12: What is a sustainable society?
What is a sustainable society? Realization of an economic system that grows and develops sustainably and is in harmony with the global ecosystem Please refer to “Cautionary Statements with respect to Forward-Looking Statements” on the last page. 11
Slide 13: Background to Energy Business: Toward a Sustainable Society
Background to Energy Business: Toward a Sustainable Society Shift to renewable energy Global Realize a low-carbon society Japan as main power source COP21 – Paris Agreement 2030 energy mix (5th Strategic Energy Plan) (framework for climate change) Energy Mix 3% ・Limit average global temperature 2017
Slide 14: KYOCERA ENERGY VISION 3.0
Toward a Sustainable Society KYOCERA ENERGY VISION 3.0 New business development based on a shift from selling goods to selling services Please refer to “Cautionary Statements with respect to Forward-Looking Statements” on the last page. 13
Slide 15: New Business Development based on a shift from Selling Goods to Selling Services
New Business Development based on a shift from Selling Goods to Selling Services Regional energy optimization Rooftop PV power supply (self-consumption) (local production for local consumption) 2033～ Mega plant after FIT Storage Residential Kyocera Kanden Residential/Industrial battery power service
Slide 16: New Business Development: Kyocera's features and market scale
New Business Development based on a shift from Selling Goods to Selling Services Kyocera’s features Long-term reliability/ Long-term Competitive service pricing Long life business operation Rooftop PV power supply (self-consumption) Service started October 2019 20,000V Electricity market scale Compa
Slide 17: New Business Development: Kyocera Kanden and Kyocera EPA
New Business Development based on a shift from Selling Goods to Selling Services Industry Kyocera EPA LLC. Residential Kyocera Kanden Energy LLC. PV power Environmental Best choice system Self-consumption value Service provider Service provided to customer (Ex. Power producer & Energy LLC. Kyocera K
Slide 18: Development of Energy-related Services
Development of Energy-related Services Create an independent, decentralized society with a focus on renewable energy aimed at realizing a sustainable society Local production for local consumption of energy Automated Evs in 5G era ZEH・ZEB Autonomous decentralized energy system Attractive, people-fri
Slide 19: KYOCERA ENERGY ACTION 2020
KYOCERA ENERGY ACTION 2020 Value-added product for residential business “Enerezza” residential storage battery Value-added product for condominiums and apartment buildings “ENE-FARM mini” fuel cell Please refer to “Cautionary Statements with respect to Forward-Looking Statements” on the last page. 1
Slide 20: Value-Added Product for Residential Business
Value-Added Product for Residential Business Standardization of energy-saving houses based on ZEH a precondition for 2030 energy mix Future image of housing = Evolutionary model with integrated power supply/demand system Solar cell：PV Storage battery Fuel cell Charge surplus power generated by PV an
Slide 21: Value-Added Product for Residential Business
Value-Added Product for Residential Business Standardization of energy-saving houses based on ZEH a precondition for 2030 energy mix Future image of housing = Evolutionary model with integrated power supply/demand system Solar cell：PV Storage battery Fuel cell In an emergency (blackout) Resilience S
Slide 22: World's first clay-type lithium-ion energy storage system
Value-Added Product for Residential Business World’s first* clay-type lithium-ion energy storage system New residential power storage system Product name: Enerezza System configuration: Battery PCS Remote Controller Modem Production Pilot line Mass production line plan: Production start From January
Slide 23: Clay-type lithium-ion energy storage system
Value-Added Product for Residential Business Clay-type lithium-ion energy storage system Comparison with clay-type energy storage system Features <Conventional <Clay-type energy storage system> energy storage system> (1) Advanced safety ・Clay-type electrode ・Unit cell structure ・Lithium iron phospha
Slide 24: Clay-type energy storage system's compatibility with PV system
Value-Added Product for Residential Business Clay-type energy storage system’s compatibility with PV system and independent operation in an emergency Solar power generation Inverter Enerezza Inverter Mono-function power converter for storage battery + ⇒Can use existing PV system as is Functionally l
Slide 25: World's smallest residential fuel cell: ENE-FARM mini
Value-Added Product for Condominiums and Apartment Buildings “ENE-FARM mini” residential 400W SOFC system World’s smallest* residential fuel cell Product name： Launched October 30 *In stationary fuel cell cogeneration systems for residential use (As of October 2019, Kyocera research) Please refer to
Slide 26: Sales, development and production system
Value-Added Product for Condominiums and Apartment Buildings Sales, development and production system Marketing / Sales Tokyo Gas Cell stack / system development Alliances ｚっ Kyocera Fuel cell unit design / production Dainichi Co., Ltd. Control of heat source equipment/ *Joint development between 3
Slide 27: ENE-FARM mini features and product composition
Value-Added Product for Condominiums and Apartment Buildings Product composition Features (1) World’s smallest size＊1 Can be installed in limited space/condominiums (2) Advanced power generation performance World-class power generation efficiency 47％＊2 (3) Eco- friendly Thermoelectric Fuel cell unit
Slide 28: Eco-friendly Resilience
Value-Added Product for Condominiums and Apartment Buildings Eco-friendly Resilience Power generation via Can use for heating and hot water＊ ENE-FARM mini *ENE-FARM mini will also stop when the gas supply stops. 80% Hot water cannot be used when water is shut off. Primary energy use efficiency In a
Slide 29: KYOCERA ENERGY VISION 3.0 and ACTION 2020
Toward a Sustainable Society “KYOCERA ENERGY VISION 3.0” New business development based on a shift from selling goods to selling services “KYOCERA ENERGY ACTION 2020” “Enerezza” residential storage battery “ENE-FARM mini” fuel cell Please refer to “Cautionary Statements with respect to Forward-Looki
Slide 30: Strategy of Mobility Business
November 28, 2019 Strategy of Mobility Business Yasuhiro Satake Senior Manager Mobility Business Strategy Department Mobility Business Strategy Division Corporate Management Promotion Group KYOCEERA Corporation 29
Slide 31: Kyocera's Mobility-related Businesses
１ Environment surrounding Mobility ２ Kyocera’s Mobility-related Businesses ３ Toward Resolution of Social Issues Please refer to “Cautionary Statements with respect to Forward-Looking Statements” on the last page. 30
Slide 32: Once-in-a-century Revolution in Automotive Industry
Environment surrounding Mobility Once-in-a-century Revolution in Automotive Industry C Connected A Autonomous MaaS S Shared Mobility as a Service E Electric Please refer to “Cautionary Statements with respect to Forward-Looking Statements” on the last page. 31
Slide 33: Once every 20 years Revolution in Mobile Networks
Environment surrounding Mobility Once every 20 years Revolution in Mobile Networks Advent and proliferation of mobile phones 1980～ Shift from 1G (Analog) to 2G (Digital) High speed, 2000 High capacity Spread of mobile internet and smartphones 2000～ Shift from 3G (W-CDMA) to 4G (LTE) 2020 Simulta
Slide 34: Toward a Sustainable Society, Everyone can move cleanly, freely and safely
Environment surrounding Mobility * Toward a Sustainable Society, Everyone can move cleanly, freely and safely Inadequate Public Increase in Fatalities Chronic Transportation for caused by Traffic Congestion Vulnerable Citizens Traffic Accidents Optimization of Transportation system Securing a safe t
Slide 35: Kyocera's Mobility-related Businesses
１ Environment surrounding Mobility ２ Kyocera’s Mobility-related Businesses ３ Toward Resolution of Social Issues Please refer to “Cautionary Statements with respect to Forward-Looking Statements” on the last page. 34
Slide 36: Mobility-related Products Supporting Growth
Mobility-related Products Supporting Growth Contributing to Environmental, Informational and Safety aspects of Automobiles Product lineup that contributes Extensive lineup from to energy conservation through telematics modules to display improved fuel efficiency devices Glow plug Power modules Telem
Slide 37: Sales Revenue of Mobility-related Businesses
Sales Revenue of Mobility-related Businesses Steady Growth aiming for 300 billion yen Unit: Yen in billions 3,000 CAGR 11.5% 300 300 2,000 200 1,000 100 0 FY13 14 15 16 17 18 19 20 21 見通し Forecast 計画 Target Please refer to “Cautionary Statements with respect to Forward-Looking Statements” on the las
Slide 38: Advanced Devices installed in Tommykaira (GLM)
Development of Concept Car for the Future Advanced Devices installed in Tommykaira (GLM) Surround view camera Room e-mirror camera Room e-mirror (display) Peltier seat Piezo speaker air conditioner Side e-mirror camera Surround view camera 12.3” cluster (in-built camera) Side e-mirror (display) 10.2
Slide 39: Mobility-related R&D
Mobility-related R&D AI recognition camera Camera-LiDAR • AI is built into automotive • Uniform optical axis cameras to realize advanced between camera and LIDAR recognition through unique optical system • Realizes fusion sensing Object detection Free-space detection Camera image LiDAR image FIR cam
Slide 40: Kyocera's Mobility-related Businesses
１ Environment surrounding Mobility 2 Kyocera’s Mobility-related Businesses 3 Toward Resolution of Social Issues 39
Slide 41: Major Social Issue of Maintaining Local Public Transport
Toward Resolution of Social Issues (1) Major Social Issue of Maintaining Local Public Transport Aging Driver Natural Depopulation population shortage disasters Railway lines were damaged by the Great East Japan Earthquake Source：JR East Railroads were paved over and converted into roads for use
Slide 42: Promoting a Demonstration Experiment through Open Innovation
Autonomous Driving with BRT System Promoting a Demonstration Experiment through Open Innovation Autonomous Driving Technology has been tested by Mobility Innovation Consortium FY2019 Demonstration Test Location and Ofunato Signal information Pacific Ocean Sendai Autonomous Driving Bus Roadside unit
Slide 43: Autonomous BUS Driving Technology Test for BRT Line
Autonomous Driving with BRT System Autonomous BUS Driving Technology Test for BRT Line Press release on November 8, 2019 Support Autonomous Driving with Kyocera’s Wireless network and Sensing technology Experiment on more closely Control over wireless NW, Create a private wireless actual operation w
Slide 44: Increase in Traffic Accidents involving Vulnerable Citizens
Toward Resolution of Social Issues (2) Increase in Traffic Accidents involving Vulnerable Citizens Decreasing Elderly Kids birthrate, Intersection Aging operating leaping without error out traffic signals population Limited with only Autonomous control via In-vehicle sensors Essential to have a
Slide 45: Support Autonomous Driving and Safe Driving through Cooperative Control
Cooperative Safe Driving Support System Support Autonomous Driving and Safe Driving through Cooperative Control Collect/Distribute Dynamic Information around Roadside units (location information of pedestrians/automobiles, etc.) Roadside unit FIR camera Multi-protocol support Cooperative control at
Slide 46: Contributing to the Resolution of Social Issues related to Mobility
Development of Mobility Business Contributing to the Resolution of Social Issues related to Mobility AI recognition FIR Camera Telematics module camera Camera -LIDAR ADAS Automotive devices Actual proof using Cooperative Autonomous BRT driving Autonomous Roadside unit (sensing, wireless communicatio
Slide 47: Cautionary Statements with respect to Forward-Looking Statements
Cautionary Statements with respect to Forward-Looking Statements Certain of the statements made in this document are forward-looking statements, which are based on our current assumptions and beliefs in light of the information currently available to us. These forward-looking statements involve know