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2018年5月 - mitsubishielectric.co.jp

2018 5 . Mitsubishi Electric Corporation .. 1.. 2.. 3.. 4.. 5.. 6.. 7.. 1. Mitsubishi Electric Corporation . IoT AI . 2020 100 2020 .. DNA .. ZEB .. *ZEB net Zero Energy Building 2. Mitsubishi Electric Corporation 1.. 2020 .. 5 . 8% .. 3. Mitsubishi Electric Corporation 1.. SDGs 17 .. *SDGs Sustainable Development Goals. 2030 . 4. Mitsubishi Electric Corporation 2.. 4 .. l . l . l .. l l 2020 . l l . l 5 . 8% .. ROE 10% . 15% . 5. Mitsubishi Electric Corporation 3.. 2014 2015 2016 2017 2018 .. 2018 4 .. 111 /$ 120 /$ 109 /$ 111 /$ 100 /$. 138 / 133 / 119 / 130 / 125 / . 43,230 43,943 42,386 44,311 45,000 101 . 3,176 3,011 2,701 3,186 3,150 96 . % 3,229 3,184 2,962 3,645 3,450 98 . 2,346 2,284 2,104 2,718 2,450 95 . ROE.. 18,422 18,387 20,396 22,593. % 3,819 4,040 3,521 3,114. % FCF.. 1,801 1,112 2,173 622. / 27 27 27 40. % *2017 2018 1 (IFRS) . 2018 IFRS 2018 IFRS . 6. Mitsubishi Electric Corporation 3.

2017. 年度までの業績は米国会計基準に基づいて作成しておりますが、2018年度第1四半期より国際会計基準(ifrs)を任意適用するため、

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Transcription of 2018年5月 - mitsubishielectric.co.jp

1 2018 5 . Mitsubishi Electric Corporation .. 1.. 2.. 3.. 4.. 5.. 6.. 7.. 1. Mitsubishi Electric Corporation . IoT AI . 2020 100 2020 .. DNA .. ZEB .. *ZEB net Zero Energy Building 2. Mitsubishi Electric Corporation 1.. 2020 .. 5 . 8% .. 3. Mitsubishi Electric Corporation 1.. SDGs 17 .. *SDGs Sustainable Development Goals. 2030 . 4. Mitsubishi Electric Corporation 2.. 4 .. l . l . l .. l l 2020 . l l . l 5 . 8% .. ROE 10% . 15% . 5. Mitsubishi Electric Corporation 3.. 2014 2015 2016 2017 2018 .. 2018 4 .. 111 /$ 120 /$ 109 /$ 111 /$ 100 /$. 138 / 133 / 119 / 130 / 125 / . 43,230 43,943 42,386 44,311 45,000 101 . 3,176 3,011 2,701 3,186 3,150 96 . % 3,229 3,184 2,962 3,645 3,450 98 . 2,346 2,284 2,104 2,718 2,450 95 . ROE.. 18,422 18,387 20,396 22,593. % 3,819 4,040 3,521 3,114. % FCF.. 1,801 1,112 2,173 622. / 27 27 27 40. % *2017 2018 1 (IFRS) . 2018 IFRS 2018 IFRS . 6. Mitsubishi Electric Corporation 3.

2 2014 2015 2016 2017 2018 .. 2018 4 .. 111 /$ 120 /$ 109 /$ 111 /$ 100 /$. 138 / 133 / 119 / 130 / 125 / . 12,289 12,646 12,279 12,419 12,900 103 .. 724 503 443 517 680 104 .. % 12,827 13,219 13,101 14,449 14,500 100 .. 1,459 1,591 1,400 1,908 1,840 98 .. % 5,595 5,611 4,477 4,360 4,300 98 .. 189 149 127 119 100 88 .. % 2,384 2,115 1,865 2,022 2,200 109 .. 301 168 83 145 130 92 .. % 9,448 9,820 10,044 10,493 10,600 101 .. 542 638 696 560 480 86 .. % 7,405 7,077 7,136 7,643 6,700 100 . 237 236 232 239 240 100 . % 43,230 43,943 42,386 44,311 45,000 101 . 3,176 3,011 2,701 3,186 3,150 96 . % *2017 2018 1 (IFRS) . 2018 IFRS 2018 IFRS 7. * Mitsubishi Electric Corporation 4.. 8. Mitsubishi Electric Corporation 4.. 2020 .. 5 . 6,000. 50,000 . 45,000. 43,230 43,943 42,386 44,311 . 40,543 5,000. 6% . 40,000 36,651 36,453 36,394 35,671. 33,532 7% . 4,000. 5% . 30,000 3,176. 3,011.

3 3,186 3,150. 3,000. 2,701 13% . 2,337 2,254 2,351. 20,000.. 143 / . 131 1,520 135. 138. 133 130. 2,000. 119 125. 1,397 113. 110 107. 10,000 943 120 8% . 1,000. 111 109 111. 101 / 93 100 100. 85 79 83. 0 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 0. 2020 .. % 2020 .. 8% .. ROE 10% . 15% . 9. *2008 2017 2018 IFRS Mitsubishi Electric Corporation 4.. 2020 . 5 .. 5 6,000 ASEAN .. 45,000 .. 5,000. ( ).. 4,000 8% .. 3,000 .. / . 2,000 IoT . 1,000. 2020 . 0 . 2018 2020 .. 10. Mitsubishi Electric Corporation 4.. l 2014 . l 2020 2020 . 2020 2020 .. 2014 2014 2014 .. 2016/7 MEPPI 2014/5 ME-TH 2015/8 . HVDC MEAA 2014/10 2016/1 AMEC 2016/5 . 2018 Ingersoll Rand 2017/6 . 2018/6 2018/5 MCP 2015/7 . 2015/4 MKY 2015/8 . 2016/6 MEKT 2014/4 . 2016/6 2018/12 MEDCOM MEAP 2014/4 . 2016/3 2015/10 . 2019/6 GNSS Sapcorda KMEC 2018/3 . FA Services 2017/8) . 2016/10 FA DeLclima MEI 2015/11.

4 2017/7 2016/2 2017/1 IMEC 2016/9 . MER 2014/11 . EMIRAI4 2017/10 MEU 2015/10 MACT 2017/12 . 2018/5 . MESE 2015/11 MEAX 2014/10 . 2016/6 2017/6 FA MEAMC 2017/4 . 2017/10 2019/10 2018/10 MEU . 2016/4 50,000 .. FA FA . 2015/6 .. *HVDC: High Voltage Direct Current, MEPPI: Mitsubishi Electric Power Products, Inc., MEAA: Mitsubishi Electric Automotive America, Inc., MEKT: Mitsubishi Electric Klimat Transportation Systems , MER: Mitsubishi Electric (Russia) LLC, MEU: Mitsubishi Electric Europe , MESE: Mitsubishi Electric Shanghai Electric Elevator . Co., Ltd., MEAMC: Mitsubishi Electric Automation Manufacturing (Changshu) Co., Ltd., ME-TH: Mitsubishi Electric Asia (Thailand) Co., Ltd., AMEC: Mitsubishi Elevator Asia Co., Ltd., MCP: Mitsubishi Electric Consumer Products (Thailand) Co., Ltd., MKY: Mitsubishi Electric Kang Yong Watana Co., Ltd., MEAP: Mitsubishi Electric Asia Pte Ltd, KMEC: Mitsubishi Elevator Korea Co.

5 , Ltd., MEI: Mitsubishi Electric India Private Limited, IMEC: Mitsubishi Elevator India Private Limited, MACT: Mitsubishi 17 20 11. Electric Air Conditioning Systems Manufacturing Turkey Joint Stock Company, MEAX: Mitsubishi Electric Automotive de Mexico, de Mitsubishi Electric Corporation 5.. IT .. SiC IGBT .. GaN GaAs . FA . AC . TFT .. EPS .. HEMS . *EPS: Electric Power Steering, SiC: Silicon Carbide, IGBT: Insulated Gate Bipolar Transistor, GaN: Gallium Nitride, GaAs: Gallium Arsenide, HEMS: Home Energy Management System 12. Mitsubishi Electric Corporation 5.. n . 2017/1 . 2017/11 .. IoT .. INFOPRISM . (VPP ) .. n 2017/12 . 10 5 4,000 .. 2018/1 . n 2,000 2018/2 .. 0. 16 17 18 20 *VPP Virtual Power Plant 2,100 1,000 . 1 .. n 2017/5 SiC . JR E235 . SiC . 2017/11 .. n 2017/11 S-EIV .. 400V . S-EIV 2,000 2017/12 .. n CBTC 2018/2 . 0 CBTC) . 16 17 18 20 . n *S-EIV: Station Energy Saving Inverter, CBTC: Communication Based Train Control 13.

6 Mitsubishi Electric Corporation 5.. ASEAN . n 2017/10 Elemotion+ ZERO . 2020 .. n 50% . 2017/11 .. 6,000 2017/11 BuilUnity . n 2018/2 . 4,000. ZEB . 2,000. 2018/3 KMEC .. 2020 9 . 0. 16 17 18 20 . n .. 2017/1 DeLclima . n MEHITS . SiC DIPIPM 2017/11 2017/11 . R32 AI . MEHITS .. n 2017/12 MACT . DeLclima MEHITS 9,000 2018/1 FZ 29 .. 6,000.. 2018/5 Ingersoll Rand . 3,000 . n . 0. 16 17 18 20 . *DIPIPM: Dual Inline Package Intelligent Power Module, MEHITS: Mitsubishi Electric Hydronics & IT Cooling . RMI . Systems , RMI Remote Monitoring Interface 14. Mitsubishi Electric Corporation 5.. FA-IT e-F@ctory . FA e-F@ctory FA IT . n e-F@ctory TCO ASEAN . IoT . 2017/7 .. PC, .. AI Maisart e-F@ctory 2017/7 FA .. 2017/11 . n 6,000 (2018/6 ) . AC 2018/3 AC 48 . 3,000 2018/3 e-F@ctory Alliance . n 2018/5 . IoT iQ Care Remote 4U 0. 16 17 18 20 *TCO Total Cost of Ownership . FA 30 50.

7 N . 2017/9 xAUTO . CLAS .. BSG EPS 2017/10 EMIRAI4 .. 2017/10 HERE .. n . 2017/10 48V . 6,000. ISG . AG . 3,000. n 0.. 16 17 18 20 . ISG. *CLAS Centimeter Level Augmentation Service, 15. BSG Belt-driven Starter-Generator, ISG: Integrated Starter-Generator Mitsubishi Electric Corporation 5.. n 2017/4 .. 2017/6 . GOSAT-2 DMP DMP .. 8 9 . 2 2 2017/8 GNSS . Sapcorda Services . n . 1,000 2017/10 . 2 4 2017 . n 0. *GOSAT Greenhouse gases Observing SATellite, GNSS Global Navigation Satellite System TURKSAT TURKSAT-4A/4B Es'hailSat 16 17 18 20 . Es'hail 2 .. 2017/8 1200V DIPIPM .. n 2017/9 HVIGBT X . RC-IGBT . 7 . 7 IGBT 2017/9 HVIGBT X . IGBT IPM MISOP . SiC LV100 . n 2017/11 Powerex . SiC .. 2018/1 SiC . 1,000.. 2018/4 IPM MISOP . 0.. 16 17 18 20 . *HVIGBT High Voltage IGBT, RC-IGBT Reverse Conducting IGBT.. 16. Mitsubishi Electric Corporation 6.. * 1 5 . ( . 120 . 90.. 60.)

8 30. 0. lTS 15 20 25 30.. GPS : Strategy Analysis .. (2017 ~) (2018/1~).. V2X . (DSRC 5G ). (2017 . xAUTO . < >. EPS .. HERE Sapcorda Services .. ECU ADAS .. 3 . *ITS Intelligent Transport Systems, ECU Electric Control Unit, .. ADAS Advanced Driving Assistant System, DSRC Dedicated Short Range 5 GAA. Communication, V2X Vehicle to X, 5 GAA 5G Automotive Association, HERE . Sapcorda Services Bosch Geo++ u-blox 2017/8 . 17. Mitsubishi Electric Corporation ZEB . 6.. 1000 . 800. 600. 400. 200. 0. 18 20 25 30.. n ZEB . ZEB .. (2018/1 ).. 74 .. ZEB . EV .. ZEB ( ) BEMS . BEMS .. n . ( ) .. IoT .. TV .. * 28 . , BEMS Building Energy Management System 18. Mitsubishi Electric Corporation . 6.. IoT 10 . 8. 6. 4. FA IT . n Edgecross (2017/11) 2. 0. n 18 20 25 30.. Edgecross 2018/5 .. IoT .. IT . MELIPC SCADA(MCWorks64). FA-IT n e-F@ctory .. FA 2018/7 . e-F@ctory ( . 2018/2 .. FA.))

9 ITEI . 2017/11 . < > 2018/3 .. e-F@ctory 610 . ITEI . 150 .. SI 310 . e-F@ctory Alliance . 150 . 2018/3 . CC-Link 3,300 *Edgecross FA IT . , SCADA Supervisory Control And e-F@ctory Alliance . 1,800 Data Acquisition, ITEI: Instrumentation Technology and Economy 19. Institute. Mitsubishi Electric Corporation 6.. AI Maisart .. (AI) . 100m .. / .. AI . Maisart AI .. AI / . 5G .. IoT . AI . AI. FPGA . AI . / .. Maisart Mitsubishi Electric's AI creates . the State-of-the-ART in technology *FPGA Field Programmable Gate Array 20. Mitsubishi Electric Corporation 7.. Society .. AI .. SiC . *2.. 5 (5G). kV *3.. *1.. *1 SIP (NEDO) . *2 NEDO 21. *3 5 Mitsubishi Electric Corporation 7.. PCT 4 1 . WIPO JPO . 1 1 . JPO . WIPO JPO 2017/1/1 12/31 2016/4/1 2017/3/31 . 29 .. 15% .. / 22. Mitsubishi Electric Corporation 7.. n .. 4,500 . 3,102. 3,000 2,173. n . 1,957 1,820 1,801. 40 . 1,500.

10 1,112 622 27 27 27 .. 0 17 . -338 12 12 11 . -1,500 -809 -709 6 . 4 .. -3,000 08 09 10 11 12 13 14 15 16 17 . 08 09 10 11 12 13 14 15 16 17 . 8% 2020 . n ROE .. % . 25. ROE 10% . 20. ROIC ROIC . 15 ROE ROE . 10 15% . 5 .. 0. 08 09 10 11 12 13 14 15 16 17 23. Mitsubishi Electric Corporation 7.. n n .. 2,500 . 2,223 2,068 2,125 2,211 2,042. 1,677 1,919 1,792. 1,601.. 919. 08 09 10 11 12 13 14 15 16 17 18.. n M&A . n .. 2,029 2,013 2,103 2,250.. 1,789 1,953. 1,444 1,337 1,517. 1,696 1,722 .. 08 09 10 11 12 13 14 15 16 17 18 .. 24. Mitsubishi Electric Corporation 7.. 2003 6 .. l . Chairman CEO . l .. 12 .. 5 . CEO Chairman . 2 . l .. 21 .. l .. l J-SOX .. l . l .. 25. Mitsubishi Electric Corporation .. 26. Mitsubishi Electric Corporatio


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