オートモティブシステム事業戦略 - hitachi.co.jp

1 hitachi , Ltd. 2016. All rights reserved. hitachi IR Day 2016 & CEO hitachi , Ltd. 2016. All rights reserved. 1. 2. 3. 4. hitachi , Ltd. 2016. All rights reserved. - . 3 hitachi , Ltd. 2016. All rights reserved. 30% 10% 20% 20% 20% SurroundEye 2016 4.

2 OTA ECU ADAS ECU 2015 1 11 2015 ADAS: Advanced Driver Assistance System, ECU: Electronic Control Unit, OTA: Over The Air MAX776W) hitachi , Ltd. 2016. All rights reserved. 5 2015 *1 2015 *2 10,011 10,000 +11 10,000 EBIT *1 2015 6 11 *2 2013 6 13 IFRS 2018 2015 EBIT.

3 2015 EBIT hitachi , Ltd. 2016. All rights reserved. 02004006008001,0001,20002,0004,0006,0008 ,00010,00012,0002015 2016 2018 ( ) ( ) 6 10,011 10,000 11,000 539 600 ( ) ( ) 63% 60% 61% 619 ( ) 590 770 ( ) 760 + (CAGR 15-18 ) - . * (2015 6 11 ) 12,000 880 EBIT 900 CAGR Compound Annual Growth Rate( ) * EBIT + VS hitachi , Ltd.

4 2016. All rights reserved. 1. 2. 3. 4. hitachi , Ltd. 2016. All rights reserved. 8 2015 2018 + + 2020 1 6 2015 2016 2020 2018 ( ) 55% 59% 41% Automotive ( ) 45% 2015 ( ) ( ) 3% 2015 2020 (HEV EV ) 76% 21% 3% 70% 20% 10% 2020 HEV EV 10 7 73% 21% 6% 2018 + (CAGR 15-18 ) 2013.

5 HEV: Hybrid Electric Vehicles( ) EV: Electric Vehicles( ) hitachi , Ltd. 2016. All rights reserved. ADAS/AD 68 78g/km 95g/km 130g/km EURO7 EURO5 EURO6 2010 2015 2020 2025 CO ADAS - . 9 ( ) ( ) ( ) NOx PM CO2 CH4 BC AD: Autonomous Driving( ) NOx: Nitrogen Oxide( ), PM: Particulate Matter( ) CO2: Carbon Dioxide( ), CH4: Methane( ), BC Black Carbon ( ) 2010 2015 2020 2025 hitachi , Ltd.

6 2016. All rights reserved. - . 1 *1 2014 *1 ( ) 4 ( ) 10 40%*2 50% *2 190 *2 205 *2 2015 2018 Arthur D. Little 70 1 4 2 50 3 2014 47% 5 B G 2014 10 A E C D F H I J 2018 56 2020 60 *1 *2 FOURIN (2015),FISCO hitachi , Ltd. 2016. All rights reserved.

7 1. 2. 3. 4. hitachi , Ltd. 2016. All rights reserved. - . 12 hitachi , Ltd. 2016. All rights reserved. 13 ECU ATCU 2018 2015 2018 ECU VTC 3 3 3 - .[ ] ATCU: Automatic Transmission Control Unit, VTC: Valve Timing Control *1 *2 *1 *2 hitachi , Ltd.

8 2016. All rights reserved. 14 2015 2018 VTC Li-Ion HEV EPS VTC 48V ADAS +20% +170% +120% +100% +40% +20% +70% +40% +190% - .[ ] HEV EPS: Electric Power Steering hitachi , Ltd. 2016.

9 All rights reserved. 15 2020 3 10 2017 2025 2019 2020 2030 - .[ ] 2015 / ( ) / ( OTA) ISS ACC ISS ( ) ADAS 1 2 3 4 Ford BMW ACC Adaptive Cruise Control, ISS Intelligent Start-Stop 5 2020 hitachi , Ltd.

10 2016. All rights reserved. IVI 24 GHz C2X ECU ECU - .[ ] IVI: In-vehicle Infotainment( ), C2X Car to X 16 2016 4 1 hitachi , Ltd.