東芝グループ IR Day 2022 デバイスCo.事業戦略

1 2022 toshiba corporation 2022 2 8 IR Day 2022 Co. 2 2022 toshiba corporation 12 ( )

2 3 2022 toshiba corporation Co. Co. 0102030405 Appendix4 2022 toshiba corporation 01 Co. 5 2022 toshiba corporation Co. 5 2022 toshiba corporation 6 2022 toshiba corporation Co. 6 2022 toshiba corporation 7 2022 toshiba corporation Co. 7 2022 toshiba corporation 8 2022 toshiba corporation / / Co. Co. 8 2022 toshiba corporation 9 2022 toshiba corporation 2017 7 1 : 100 HDD ( ) ( ) ( ) 8,600 2021 2022 2 23,100 ( ) 9,200 13,900 2021 3 HDD 12 14 26 HDD 3 39 42 FY20 ( ) 37%HDD48% 5%10 2022 toshiba corporation /FAPC/ xEV +186% 1(2021 25)FA +27% 2(2021 25) +12% 3(2021 25)Large DC +13% 4(2021 25) +119% 5(2021 25) 1 :Strategy Analytics Global xEV Semiconductor Demand Forecast2019 to 2028 2.

3 Omdia Industrial Automation Equipment Market Tracker 3Q21 Data 3 :Gartner Forecast: PCs, Ultramobilesand Mobile Phones, Worldwide, 2019-2025, 4Q21 Update , RanjitAtwal et al., 17 December 2021, =Traditional PC + Ultramobile+ Smartphone, Units basis. 4 :Gartner Forecast: Data Centers, Worldwide, 2018-2025, 2021 Update , Adrian O'Connell, 1 December 2021,Site Class Large DC (20nm ) 5 : VLSI Research powered by TechInsights Worldwide Demand for Reticles October 202111 2022 toshiba corporation / / HDD HDD(Cloud, Enterprise ) (LV-MOS, IGBT) (MOSFET, SiC MCU, MCD MOSFET, IGBT IC HDD(Mobile, Game ) (LV-MOS, IGBT) MCU, MCD /FAPC/ 12 2022 toshiba corporation W/W ( / )FY20FY25DC 52% 69% 70% 81% 4 6,000 / 3 23 16 ( ) ( ))

4 38%14%17%22%9% DCPC 40% 13% FA17%22% 41% 29% 30% 49%32%19% 8%13 2022 toshiba corporation / / ( ) HDD ( ) HDD(PC ) ( ) HDD 14 2022 toshiba corporation BAA Blanking Aperture Array On/Off MEMS SiC HDD SiC BAA (LTA ) / / (LTA ) 15 2022 toshiba corporation 300mm (22 )300mm 200mm 80% 70% HDD () ( FY20 ) 2,600 1 HDD 2 FY21-25 HDDBCP HDD 1 200mm 300mm 200mm )16 2022 toshiba corporation 100% ( ) FY30 100 1 2300mm FY26 100% ( PPA 1: 2.

5 FY20FY30CN 100% 17 2022 toshiba corporation 1 Co. 5 5,000 HDD HDD 2,600 3,100 FY21-25 5,700 300 200 SiC/GaN ( ) BCP SiC GaN ( ) 1 18 2022 toshiba corporation FY21FY25 Co. 1 / FY21FY25 FCF 300mm FY24 +2 (FY21 25) (FY21 25)FCF 500 FY21-FY25 FCF 1,400 1 : 2: (1 =110 )(1 =110 ) FCF 2 6%8%( )( )8,60010,100190550 CF 4,200 CF 2,800 19 2022 toshiba corporation 30% FCF 4 1 ROE 15% (2022 2 ) 1 FY22-FY25 20 2022 toshiba corporation M&A Co.

6 KPI KPI 21 2022 toshiba corporation 02 22 2022 toshiba corporation /FAPC/ xEV +186% 1(2021 25)FA +27% 2(2021 25) +12% 3(2021 25)Large DC +13% 4(2021 25) 1 :Strategy Analytics Global xEV Semiconductor Demand Forecast2019 to 2028 4 :Gartner Forecast: Data Centers, Worldwide, 2018-2025, 2021 Update , Adrian O'Connell, 1 December 2021,Site Class Large DC 2 : Omdia Industrial Automation Equipment Market Tracker 3Q21 Data 3 :Gartner Forecast: PCs, Ultramobilesand Mobile Phones, Worldwide, 2019-2025, 4Q21 Update , RanjitAtwal et al., 17 December 2021, =Traditional PC + Ultramobile+ Smartphone, Units 2022 toshiba corporation xEV xEV ICE xEV / TAT TAT CY20CY30xEV 3(W/W , )100 2xEV 2 xEV 3 xEV EV, FCV, HEV, PHEV 2 : xEV 2020 2030 CY30 2021 8 1 : Strategy Analytics, Automotive Electronics System Demand 2019 to 2028 Updated Jan 2022 75 124 2022 toshiba corporation 0%5%10%15%20% ( ) CAGR(CY21 25) 1 CAGR(CY21 25) 2 0%5%10%15%20% ( ) CY25$495 BCY21$417 BCY25$34 BCY21$26B4%7%11%8%17%10% 2.

7 Omdia, Power Discrete and Module Market Tracker 2020 Database_Dec2021 1 : Gartner, Semiconductor Forecast Database, Worldwide, 4Q21 Update , Ben Lee et al.,23 December 2021 Sum of Final Device Forecast(Semiconductor) excluding Total Memory. Factory-Fitted - Automotive + Aftermarket, = Industrial Electronics, Chart/Graph created by toshiba Electronic Devices & Storage corporation based on Gartner research. Calculations performed by toshiba Electronic Devices & Storage. Device Forecast, Revenue 2022 toshiba corporation Co. IC CCD ( ) 26 2022 toshiba corporation MOSFETIGBT IEGTGaNSiC 27 2022 toshiba corporation 05001000150020002500 D C B A FY21FY25 TOP3 (FY25) CAGR+9% CAGR+1% 3,2003,700( ) 6 (CY20) MOSFET4 (CY20)65%58% 5 62% 1 1.

8 Omdia, CompetitiveLandscaping ToolCLT, Annual - Q21 ($M)28 2022 toshiba corporation (FY21 25) MOSFET 1: 80V N MOSFET Ron Qoss (2022 1 ) 2: PPI(Press Pack IEGT) 3: iXPLV(intelligent fleXiblePackage Low Voltage) SiC 4: 5: HV-MCP(Highvoltagemulti chip package) (PPI) 2 SiC (iXPLV) 3 / / 1 ( ) 20 650V / / IEGT 25 4 SiC All-SiC PPI HV-MCP 5 29 2022 toshiba corporation 1 FY20 FY20 xEV FAE 2 MBD 3 5G / / 90% 10% 29% 71% 1 MOSFET3 ( Omdia CompetitiveLandscaping ToolCLT, Annual - Q21 )

9 2 FieldApplicationEngineer 3 Model Based Development30 2022 toshiba corporation 300mm 300mm ( )FY22 300mm ( )FY24 MOSFET IGBT RE100 BCP 2 / AI 30 2022 toshiba corporation ( 2 ( ) CG)31 2022 toshiba corporation 1 2 300mm 4 300mm 300mm 1 FY22 ( FY23) 4 300mm 2 FY24 300mm 100% 300mm200mm 1: FY16 20 FY21 25 5 2: 2022 2 3 200mm 300mm 200mm ) 3 4 ( ) ( ) 1 ( ) 2 32 2022 toshiba corporation 02,0004,0006,000CY21CY25CY26 SiC/GaN xEV / CAGR CY21 CY26 +31 SiC/GaN 1 SiC/GaN (M$)CAGR CY21 CY26 +62 SiC SiC NuFlare 200mm SiCSiCGaNSiCSiCSiCGaN 1 YoleDeveloppement, Compound Semiconductor Quarterly Market Monitor Module1 Q42021 33 2022 toshiba corporation FY21FY25FY21FY25 500 (FY21 25) 300mm +2 (FY21 25) (FY21 25)FCF FCF +130 (FY21 25)

10 FCF FY21-25 700 / FCF(1 =110 )(1 =110 ) CF 2,400 CF 1,700 14%12%3,2003,700270140( )( )34 2022 toshiba corporation 03 35 2022 toshiba corporation 1 TCO TotalCostof Ownership ICT/AI 202120222023 2025 SmartCity20245G Phase-2 IoT AI ( ) (CO2/ ) TCO 1 ( )CSP( ) 36 2022 toshiba corporation 81180CY2021CY2025(zB) (zB) CY2021CY2025(zB) 2020 10 HDD 24 4 4 1 : IDCW orldwide Global DataSphereForecast, 2021 2025 March,2021 2 : IDCW orldwide Global StorageSphereForecast, 2021 2025 March,202137 2022 toshiba corporation HDDDRAM HDDSSDTAPE03,0006,000202120252030 CSP HDD HDD HDD 1 :EB(ExaByte=1018) 2 HDD 1