PRODUCTION STRATEGY

STRENGTHEN PRODUCTION RESILIENCE

SEPTEMBER 29, 2021

MASAHIKO NOZAKI

EXECUTIVE VICE PRESIDENT

PRODUCTION & TECHNOLOGY UNIT

RENESAS ELECTRONICS CORPORATION

© 2021 Renesas Electronics Corporation. All rights reserved.

PRODUCTION STRATEGY (1)

  • Keep fab-light strategy
    • Focus area: Analog, PMOS (IGBT) and High-end/Low-end MCU
  • Inhouse fab : Process conversion to focus devices
  • Outsource : Increase Renesas share by strengthening partnership

Inhouse front-end fab footprint

Fab

Existing main products

Focus devices

Naka N3

MCU, SOC

IGBT, Analog (incl. Dialog device)

High-End MCU

Naka N3/N2

Naka N2

MCU, PMOS

PMOS, IGBT

Saijo

MCU, Analog, IGBT

Low-end MCU

Palm Bay

PMOS (IGBT & Switching devices )

Takasaki

Kawashiri

MCU

Low-End MCU (incl. Dialog device)

Saijo

Takasaki

PMOS, Analog

IGBT

Kawashiri

Palm Bay

High-Rel. Products

High-Rel. Products

© 2021 Renesas Electronics Corporation. All rights reserved.

2

PRODUCTION STRATEGY (2)

Inhouse back-end fab footprint

RSB (Beijing)

Yonezawa

RSC (Suzhou)

Nishiki

RSM (Penang)

Oita

REPG (Penang)

RSKL (Kuala Lumpur)

Fab

Existing main products

Focus devices

Yonezawa

Auto High-End MCU (BGA)

High-End MCU

Oita

SoC (FCBGA)

SoC/R-Car

Nishiki

Auto High-End MCU (LQFP)

High-End MCU

RSC

Auto High-End MCU (LQFP)

High-End MCU

RSB

Non-AutoLow-End MCU (LQFP)

Low-End MCU (non-Auto)

RSKL

Auto Low-End MCU (LQFP)

Low-End MCU (Auto)

RSM

Auto PMOS, Analog

Analog

REPG

Non-Auto Analog, SoC (only test)

Analog

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3

INHOUSE PRODUCTION CAPACITY EXPANSION(1)

Front-End

Low-End MCU / MF4+MF3

High-End MCU / RV40F+RV28F

Increase Renesas share in OS

Inv. items: Diff. Furnace*1, CVD*2, Coater/Dev.*3 etc.

60

60

40

40

20

20

0

0

2021

2022

2023

2021

2022

2023

Unit: K wafer (Φ8 basis) /month

Outsource

Inhouse Φ8

Inhouse Φ12

IGBT

Inv. items: Grinding, RTP*4, PVD*5, Diff.Furnace, etc.

60

40

20

0

2021 2022 2023

Analog+ Power / BCD + PMOS

Inv. items: Epi. Growth*6, CVD, Diff. Furnace, etc.

60

40

20

0

2021 2022 2023

*1:Diffusion Furnace *2:Chemical Vapor Deposition , *3: Coater Developer , *4 Rapid Thermal Processing *5 Physical Vapor Deposition, *6 Epitaxial Cristal Growth Furnace

© 2021 Renesas Electronics Corporation. All rights reserved.

4

INHOUSE PRODUCTION CAPACITY EXPANSION(2)

High-End MCU / RH850

Inv. Items: est Wire bond, Die bond, Mold mc, etc.

100

80

60

40

20

0

2021 2022 2023

SoC / R-Car

Inv. Items: Surface Mount, Tester, etc.

10

8

6

4

2

0

2021 2022 2023

Back-End

Low-End MCU / RL78+RA

Inv. Items: Wire bond, Die bond, Mold mc, etc.

200

150

100

50

0

2021 2022 2023

Analog

Inv. Items: Tester, Wire bond, Die bond, etc.

20

15

10

5

0

2021 2022 2023

Unit: M pcs/month

Outsource Inhouse

© 2021 Renesas Electronics Corporation. All rights reserved.

5

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Renesas Electronics Corporation published this content on 28 September 2021 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 29 September 2021 00:01:23 UTC.