Kyocera Corporation · TSE:6971
Kyocera — Investor Day (February 2021)
27 slides from Kyocera's investor day presentation, Feb 18, 2021
Slide 1: Kyocera IR Day
February 18, 2021 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: Details of Today's Explanation
Details of Today’s Explanation 1. Changes in the business environment and Kyocera’s initiatives 2. Creation of new businesses 3. Double productivity 4. Responding to ESG issues 1 © 2021 KYOCERA Corporation
Slide 3: 1. Changes in the business environment and Kyocera's initiatives
1. Changes in the business environment and Kyocera’s initiatives 2 © 2021 KYOCERA Corporation
Slide 4: Recognition of the Business Environment
Recognition of the Business Environment Social trends have changed dramatically over the past 10 years and the digital shift is further accelerating due to COVID-19 Diversification of Changes in values: Rising environmental Digitization /Globalization customer needs Things → Experiences awareness ・
Slide 5: Overview of Business Segments from April 2021
Overview of Business Segments from April 2021 Consolidate our current 16 main businesses and subsidiaries under three new business segments FY3/2018 to FY3/2021 FY3/2022 onward 【FY Business segment 3/2018~FY 3/2021】Major businesses and subsidiaries 【FY Business 3/2021~】 segment Major businesses and
Slide 6: Strengthening of Corporate Governance
Strengthening of Corporate Governance 1. Strengthening our management base through organizational restructuring (from April 2021) ・ In addition to the three business segments, the administration departments will be consolidated into Headquarters ・ Appoint officers in charge of each business segment
Slide 7: Toward Growth from the Next Fiscal Year and Beyond
Toward Growth from the Next Fiscal Year and Beyond Implement management measures for self-sustaining and sustainable growth 1. Creation of new businesses 2. Double productivity 3. Respond to ESG issues for medium-to-long-term growth Deployment of next-generation Raise profitability through ・ Respond
Slide 8: 2. Creation of new businesses
2. Creation of new businesses 7 © 2021 KYOCERA Corporation
Slide 9: Kyocera's AI Collaborative Robot System Business (1) Video
Kyocera’s AI Collaborative Robot System Business (1) Video (Approx. 1min.17sec.) 8 © 2021 KYOCERA Corporation
Slide 10: Kyocera's AI Collaborative Robot System Business (2) Overview and Future Development
Kyocera’s AI Collaborative Robot System Business (2) Overview and Future Development Aiming for early commercialization by utilizing Kyocera’s comprehensive strengths + external collaboration AI Cloud Rist (KCCS/Kyoto University-originated AI venture) Production data of Kyocera plants (for pre-learn
Slide 11: Commercialization of GaN Systems (1)
Commercialization of GaN Systems (1) GaN Core material that contributes to the realization of a low-carbon society (Gallium Nitride) Having started to consider entering GaN-related businesses since 2013 Necessary resources Components Devices Systems and Solutions No resources within Kyocera Group Co
Slide 12: Commercialization of GaN Systems (2)
Commercialization of GaN Systems (2) Introducing the Features of the Technologies of U.S.-based SLD Laser Technology features 1. High efficiency, high power laser technology using GaN 2. Obtained safety certification from a third-party organization for assuring safety of skin and eyeballs* *Obtained
Slide 13: Commercialization of GaN Systems (3) Future Business Development
Commercialization of GaN Systems (3) Future Business Development ➢Industry’s highest level of high power, high efficiency laser technology ➢World’s highest brightness for automotive headlights ➢Holding more than 500 patents Sterilization Laser Lighting LD-module RGB LD-chip High-power laser Photodio
Slide 14: Development of Energy Business (1)
Development of Energy Business (1) Move toward the energy business that supplies renewable electricity to consumers* -Accelerate shift from solar energy business to smart energy business- Kyocera’s strengths in the energy business 1. Possesses a solar photovoltaic power plants (together with partner
Slide 15: Development of Energy Business (2)
Development of Energy Business (2) Energy Business Aimed for by Kyocera 2021 2025 2030 Shiga Yasu Plant PV power service business Comprehensive energy business (CO2 free) demonstration Company owned ・ Offsite power stabilization Solar Wind power (Self-consignment using Storage battery storage batter
Slide 16: Development of Energy Business (3) Actions for Realization
Development of Energy Business (3) Actions for Realization Peer to Peer (P2P) power supply (distributed surplus power, power plant power) Start proposal Utilize non-fossil values of solar power plants in FY3/2022 Residential 100% renewable energy Post-FIT solar power generation Digital grid P2P Non-
Slide 17: Regenerative Medicine (1) Technical Tie-up with Regeneus Ltd.
Regenerative Medicine (1) Technical Tie-up with Regeneus Ltd., of Australia Concluded a technical tie-up and license agreement for a cell preparation*1 for osteoarthritis of the knee with Australia-based Regeneus Ltd. Acquired the exclusive rights for development, manufacture and sale of Regeneus’ A
Slide 18: Regenerative Medicine (2) Future Business Development
Regenerative Medicine (2) Future Business Development High-level regenerative medicine technologies High presence in the domestic implant market and relationships with orthopedic medical professionals. Strive for both business domain expansion and user QOL improvement by taking advantage of existing
Slide 19: 3. Double productivity
3. Double productivity 18 © 2021 KYOCERA Corporation
Slide 20: Building Smart Factories
Building Smart Factories Instruct the optimum Forecast and automatically Immediately recalculate Collect data from each process placement of people, control workmanship actual data materials, and equipment Minimization of work in process 予測 制御 Automated transport/replenishment Predict Control at the
Slide 21: Introduction of Smart Factories Video
Introduction of Smart Factories Video (Approx. 40sec.) 20 © 2021 KYOCERA Corporation
Slide 22: 4. Responding to ESG issues
4. Responding to ESG issues 21 © 2021 KYOCERA Corporation
Slide 23: Responding to Environmental Issues
Responding to Environmental Issues Promote initiatives for reducing greenhouse gas emissions such as CO2 Establish long-term environmental targets・Proactively introduce renewable energy・Enhance information disclosure SBT ・Establish long-term environmental targets that correspond to COP21 and obtaine
Slide 24: Promotion of Diversity & Inclusion
Promotion of Diversity & Inclusion Toward being a company filled with vitality and appeal that continues to grow and take on challenges in the future Realize a workplace environment that respects each person’s individuality and values and where diverse and highly motived human resources can play act
Slide 25: Aiming for Sustainable Growth in Corporate Value
Aiming for Sustainable Growth in Corporate Value Management Toward the medium-term indicators target of 8% or higher ROE (%) 4.5% 4.6% 3.6% 2,000.0 .0 700 1,623.7 600 1,599.1 1,500.0 15.0% 500 8.7% 9.3% 8.0% 400 Quickly achieve sales of 300.0 2 trillion yen toward 300 148.8 further growth 200 140.6
Slide 26: 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
Slide 27: THE NEW VALUE FRONTIER
THE NEW VALUE FRONTIER ry KYOCERA KYOCERA Corporation