産業・流通事業戦略 - hitachi.co.jp

1 Hitachi, Ltd. 2018. All rights IR Day 2018 2018 6 8 CEO Hitachi, Ltd. 2018. All rights 1. 2. (1) (2) (3) 3. 2 Hitachi, Ltd. 2018. All rights 2018 - EBIT 2018 2015 6,330 59 1 465 +594 411 +576 13 3 Hitachi, Ltd. 2018. All rights reserved. AirLinx FitLive4 *2 /ERP Cloud - O&M IoT UPS Racrew*1 EdgecrossLumada*1 *2 ( )OT: Operational TechnologyERP: Enterprise Resources Planning O&M Operation and MaintenanceUPS: Uninterruptible Power Supply( ) Hitachi, Ltd.

2 2018. All rights reserved.[ ] (2015 7,700 2030 6,800 [ ] 2010 [ ] (2018 [ ] Migration Policy Institute (MPI) Data Hub Willis Towers Watson Salary Budget Planning Survey Asia Pacific Report (2012-2017)[ ] 2030 2010 5 IHS Markit, Global Economy [May 2018] IoT AI OT IT IHS Markit, Global Economy [May 2018] 5 - 100 500050100 100 500050100 29 2015 2030 Hitachi, Ltd. 2018. All rights reserved. Hitachi, Ltd. 2018. All rights.))

3 IndiaThailand Industries 2025 SDGsSDGs: Sustainable Development Goals Hitachi, Ltd. 2018. All rights - . *1 05,00010,0002016 2017 2018 6,200*22021 ( ) ( )( )( ) 50005001,000465 *1 2016 2017 2018 2021 *2 *1 *22017 4 BU EPC Engineering, Procurementand Construction SI: Systems Integration6,289 13168 EPC 6,330 Hitachi, Ltd. 2018. All rights reserved. - . 8*1 2017 4 BU *22017 6 8 *3 SAP SAP SE 2015 *12016 *12017 *22017 2018 *22018 6,389 6,289 6,000 6,200 6,660 6,330 EBIT : (2018 4 ) / *3 1 60 2017 43 Hitachi, Ltd.

4 2018. All rights 1. 2. (1) (2) (3) 3. 9 Hitachi, Ltd. 2018. All rights - . Hitachi, Ltd. 2018. All rights - . Hitachi, Ltd. 2018. All rights 1. 2. (1) (2) (3) 3. 12 Hitachi, Ltd. 2018. All rights 5,000 1,000 1,000 500 5,000 - 100 130 * 1,000 130 * * BU Hitachi, Ltd.

5 2018. All rights HitachiAsiaLtd. HitachiAmerica, Ltd. Hitachi Plant Technologies (Vietnam) Co., Ltd. MHPT Engineering Sdn. Co., Ltd. Inc. Lumada 2018 . (EEC) ( 5 ) EEC IoT 2017 9 - Hitachi, Ltd. 2018. All rights - ( )0501001502002502016 2016 2017 2017 * IDC Japan, 2018 3 IoT 2018 2022 FA: Factory Automation PA: Process Automation CAGR: Compound Annual Growth Rate( )RFID: Radio Frequency Identification(IC )MD: Modular Design 1 2 3 40 (RFID ) MD U U ( ) FA/PA IoT 2 650 2017 CAGR (2017 2022 )* Hitachi, Ltd.

6 2018. All rights reserved. ( ) 16 Lumada LumadaV-factory* * IoT - Hitachi, Ltd. 2018. All rights OTIT 2025 / ERP 1,130 (2016 )CAGR (2016 2019 )*3*1 *2 32 400 612 *3 : ERP 2017 / *1 *2 - Hitachi, Ltd.

7 2018. All rights 1. 2. (1) (2) (3) 3. 18 Hitachi, Ltd. 2018. All rights - 6,000 2015 CAGR (2015 2020 )** SCM: Supply Chain Management MES Manufacturing Execution System IoT Lumada ( ) ( ) 2014 IT SCM / 2014 IT SCM Cyber-PoC MES HitachiAI Technology/H Hitachi, Ltd. 2018. All rights reserved. BU BU20 - ( 373 (2017 CAGR 6 (2017 2022 )** Causeway Connections / AI Hitachi, Ltd.))

8 2018. All rights DataLake n - ( 87 (2017 )CAGR (2017 2022 )** Hitachi, Ltd. 2018. All rights 1. 2. (1) (2) (3) 3. 22 Hitachi, Ltd. 2018. All rights reserved. - *12015 2016 2017 4 BU *2 CCC Cash Conversion Cycle -50510152015 ( )2016 ( )2017 ( )2018 ( ) SG&A) 2015 ( )2016 ( )2018 ( ) 2017 ( ) 23*1*1*1*1 *2 Hitachi, Ltd.

9 2018. All rights 1. 2. (1) (2) (3) 3. 24 Hitachi, Ltd. 2018. All rights reserved. - 25*2015 2016 2017 4 BU 2015 ( )*6,389 776,3306,289 2016 ( )*2018 ( )2015 ( )* 129 +59 +28 PJ +174465 132018 ( )2017 ( )6,200 +89 +632016 ( )*2017 ( )168 +116 +44 59 +36 PJ +29 89 PJ +137 22 +7 Hitachi, Ltd. 2018. All rights reserved. - . 262018 2015 6,330 59 1 465 +594 411 +576 13 3 2018 Hitachi, Ltd. 2018. All rights reserved. 27 Hitachi, Ltd.

10 2018. All rights reserved. 29 CAGR2021 500 1,000 2016 IoT IoT IoT / *2 2017 IoT *1*1 IDC, 2017 11 Worldwide Semiannual Internet of Things Spending Guide *2 IDC Japan, 2018 3 IoT 2018 2022 18% 15% 7% 6% 9% 9% 8% 15% 13% Hitachi, Ltd. 2018. All rights reserved. *1 ERP SI/ *230 *4 *3*1 *2 *3 *4 OT IT 21 17 62 2017 2016 2017 2018 Lumada 4,200 9,000 4,300 10,060 4,400 10,700 Lumada 250 1,200 420 2,300 480 3,100 Lumada ( Hitachi, Ltd.)