会社説明会 - tdk.co.jp

1 2017 5 11 TDK -2-Copyright 2017 TDK Corporation. All rights reserved. CEO CEO CFO CEO CEO Amperex Technology Limited COO Joachim Zichlarz Albert Ong Matthias BoppJoe Lam -3-Copyright 2017 TDK Corporation. All rights reserved. 1. 2. / Zichlarz 3. / Bopp 4. Ong 5. / Lam -4-Copyright 2017 TDK Corporation. All rights reserved. -5-Copyright 2017 TDK Corporation. All rights , 2018 3 2018 3 10% 2017/3 Qualcomm 11,78311,1002,087800 ,1177901,4515501, 1 ( ) 2017 3 2018 3 -6-Copyright 2017 TDK Corporation.

2 All rights Qualcomm RF360 Business Collaboration TDK 2016 3 2017 3 -7-Copyright 2017 TDK Corporation. All rights Equipment & EnergyAdvanced Materials & Components TechnologyIC Providers(Qualcomm Collaboration)2018 3 Customers Sensors & Actuator SolutionPower SolutionRF360-8-Copyright 2017 TDK Corporation. All rights b. c. d. HDD -9-Copyright 2017 TDK Corporation. All rights reserved. QCD Qualcomm First To Market SESUB a. -10-Copyright 2017 TDK Corporation. All rights reserved. R&D IC b.

3 -11-Copyright 2017 TDK Corporation. All rights reserved. c. -12-Copyright 2017 TDK Corporation. All rights reserved. d. HDD -13-Copyright 2017 TDK Corporation. All rights ,0002,0002016/32017/32018/32021/3 1. (2017 2 ) 2016/3 2017/3 2017/3 CEO CFOJ oachim Zichlarz-15-Copyright 2017 TDK Corporation. All rights reserved. Sustainable growth and profit after the RF360 carve-outJoachim Zichlarz -16-Copyright 2017 TDK Corporation.

4 All rights reserved. Sustainable growth and profit after the RF360 carve-outJoachim Zichlarz -17-Copyright 2017 TDK Corporation. All rights house of success-18-Copyright 2017 TDK Corporation. All rights passive components support electronics mega trends-19-Copyright 2017 TDK Corporation. All rights market AutomotiveTDK provides a comprehensive and competitive product portfolio for automotive applications and targets over-proportional growth. Market growth of xEVs and Advanced Driver Assistance Systems (ADAS) is very strong, while absolute demand for conventional engine, body and driver information remains 2017 TDK Corporation. All rights perspectives in eMobilityGrowing demand for xEVs will fuel strong growth for passive components and systems from TDK.

5 TDK offers 4 key system level products for e-mobility as well as many passive 2017 TDK Corporation. All rights comprehensive portfolio for ADAS and in-vehicle-infotainment (1)ADAS = Advanced Driver Assistance Systems-22-Copyright 2017 TDK Corporation. All rights portfolio for ADAS and in-vehicle-infotainment(2)-23-Copyright 2017 TDK Corporation. All rights reserved. Based on our advanced multilayer piezo ceramics technology, TDK opens up new applications especially in the promising area of Human-Machine interfaces (HMIs).Our haptic solutions New dimensions in performanceTDK has started sampling and has received a very positive market 2017 TDK Corporation. All rights market Information & Communication(ICT)TDK provides a comprehensive and competitive product portfolio for ICT applications and targets over-proportional growth.

6 The total available market for TDK will double in the next 4 years. (Source: TDK estimates)-25-Copyright 2017 TDK Corporation. All rights lens actuators improve the performance of smartphone for our technological competence in key components for ICT: camera module actuators (CMAs) The requirements for autofocus speed & accuracy and image quality in smartphone cameras are 2017 TDK Corporation. All rights is well established and delivers state-of-the-art solutions for Industrial. TDK targets to grow faster than the market Industrial The industrial markets offer good growth opportunities created by mega 2017 TDK Corporation. All rights for our strong position in key industrial applications: frequency converters Frequency converters are an integral part of energy efficient drives and other industrial applications and enjoy strong growth prospects.

7 ( per annum expected growth rate for 2016 2020 in USD; Source: Technavio 2017/1)TDK offers almost all required passive TDK offers attractive and competitive solutions for frequency converters in more than 15 product 2017 TDK Corporation. All rights reserved. Sustainable growth and profit after the RF360 carve-outJoachim Zichlarz Production base~ ~ CEO Matthias Bopp-33-Copyright 2017 TDK Corporation. All rights reserved. Matthias Bopp-34-Copyright 2017 TDK Corporation. All rights reserved. Matthias Bopp-35-Copyright 2017 TDK Corporation. All rights reserved. BG BGMEMS M.

8 BoppP. Balzer 2017 4 1 ( )-36-Copyright 2017 TDK Corporation. All rights reserved. ( ) ( $)02,0004,0006,0008,00010,00012,00014,00 0FY2017 FY2018 FY2019 FY2020 FY2021 02,0004,0006,0008,00010,00012,00014,000F Y2017 FY2018 FY2019 FY2020 FY2021 IoT/ ( $)-37-Copyright 2017 TDK Corporation. All rights reserved. Automotive & IndustrialMobile & IoTNon-MagneticMEMS MagneticTMR TMR / / / / MEMS NTC / PTC MEMS MEMS -38-Copyright 2017 TDK Corporation. All rights reserved. Materials/ManufacturingSensorsSoftwareCu stomers & PartnersModuleFingerprintHumidityTMR/GMR M icrophoneHallGasPressureTemperatureFusio nImagingNavigationASIC DesignGyroAccelUltrasonicEnvironmentSoun dMEMSS olution/FusionPressure-39-Copyright 2017 TDK Corporation.

9 All rights , ESC , ( ) ( ) ( ) ( ) (AR/VR) ( ) ( ) IoT/ AccelGyroEnvironmentUltrasonicHumidityTM R/GMRM icrophoneHallGasPressureTemperature : TDK -40-Copyright 2017 TDK Corporation. All rights reserved. MEMS MEMS/ASIC MEMS InvenSense MEMS : -41-Copyright 2017 TDK Corporation. All rights reserved. FY2017FY2018FY2021 IoT/ -42-Copyright 2017 TDK Corporation. All rights reserved. Matthias Bopp-43-Copyright 2017 TDK Corporation. All rights ASIC Automotive & IndustrialICTHallTMR Stroke SensorCurrent SensorCurrent SensorGear Tooth SensorGear Tooth SensorEncoder / BearingStrategicCollaborationHall SwitchesHall 2D/3 DHall LinearCurrent SensorSpeed SensorMotor Position SensorCamera moduleIndoor NavigationGMR EncoderLinear ScaleAngle sensor2021 11 2021 3 2021 3 2021 3 TMR TMR ICT TMR 123E-Motor Controller+ + : -44-Copyright 2017 TDK Corporation.

10 All rights reserved. : TMR EGRT urbo ChargerGear ShiftPositionTransmission Gear SensorsAdaptive Suspension SystemPedal positionThrottle BodySeat belt presence detection Seat positiondetectionWater CoolantValveLiquid LevelCurrent forBattery/InverterSteering Torque and AngleSpeed SensorTMRBLDC motor PositionHallBLDC motor commutation Albert OngHDD -46-Copyright 2017 TDK Corporation. All rights 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 5x from 201310x from 201320x from 2013< Worldwide Data Creation Volume Forecast >( TDK estimation ) IoT -47-Copyright 2017 TDK Corporation.