Care for People Care for Earth - 旭化成株式会社...2019/11/14  · Care for People Care for...

47
Care for People Care for Earth Koshiro Kudo Senior Executive Officer President, Performance Products SBU November 14, 2019

Transcript of Care for People Care for Earth - 旭化成株式会社...2019/11/14  · Care for People Care for...

  • 11

    Care for PeopleCare for Earth

    Koshiro KudoSenior Executive Officer

    President, Performance Products SBUNovember 14, 2019

  • 22

    Blank for your note

  • 33

    Outline

    1. Mission of Performance Products SBU

    2. Main products and basic strategy

    3. New business development

    4. Strategy through acquisition of Sage

  • 44

    Make 1+1+1 more than 3

    1. Fibers + Performance polymers + Consumables − Creating synergy −

    2. Mobility + Environment & Energy + Life Material− Growth in priority fields for provision of value −

    3. Advantage in materials x Processing x Globalization− Value chain management −

    1. Mission of Performance Products SBU

  • 55

    Today’s focus

    Materials by priority fields for provision of value

    S-SBR (tires)Synthetic rubber, elastomers (vibration isolation, interior, etc.)

    Engineering plastics (lightweighting)

    Leona nylon 66 filament (airbags, tire cord)

    Lamous artificial suede (seats, interior)

    Sage Automotive Interiors, Inc.

    SunForce m-PPE foamed beads (condensation prevention for EV)

    Main products and overview of basic strategy

    Materials Processing/forming Sale

    Performance polymersPolymers ⇒ Compounding ⇒ Sale

    Fibers, air bagYarn ⇒ Weaving/sewing ⇒ Sale

    CAE*

    Mobility

    LifeMaterial

    Environment& Energy

    Reinforcing value chain⇒ Gaining midstream business,

    strengthening relationships with customers

    Develop advantage in materials globally by reinforcing the value chain, achieve growth in priority fields for provision of value

    Example:

    FibersPerformance polymers Consumables

    Saran Wrap cling film,Bemberg cupro fiber, etc.

    Elastomers,Xyron modified polyphenylene ether, etc.

    * Computer-aided engineering

    2. Main products and basic strategy

  • 66

    0

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    100

    120

    2017 2018 2019 2020 2021 2022 2023 2024 2025

    Changing needs in MobilityRequirements for CASE rises with increasing environmental needs

    ICE2 only

    Electric-drive vehicles (BEV, PHEV, HEV)

    Vehicles with ICE

    Million units

    2 Internal combustion engine

    Global production volume by powertrain

    (Source: Adapted from IHS material)1 Connected, autonomous, shared/services, electric

    2. Main products and basic strategy

  • 77

    Growth strategy in Mobility

    FY 2018 FY 2021 FY 2025

    Sale

    s

    Environmental needs(Lightweight, electric, fuel-

    efficient, organic solvent-free)

    CASE(Enhancing comfort of

    vehicle interiors)

    Existing productsSynthetic rubber (S-SBR)Engineering plastics, etc.

    Synergy with Sage

    New business development

    Sales growth image in Mobility (Performance Products SBU)

    ••

    2. Main products and basic strategy

    Aim at continuous growth through a strategy to respond to changes in mobility society

  • 88

    2.旭化成が目指す姿3. New business development

    (foamed engineering plastic, cellulose nanofiber composite material)

  • 99

    Goals to achieve with foamed engineering plastic

    Unique, high value-added products

    Modified-PPE foamed beads Foamed polyamide (PA)

    Application development technology

    Our technologies accumulated over time

    Polymer processing technology • Foaming technology

    3. New business development

    Head cover Smart key caseDoor mirror stay

    Turbo duct

    Cooling pipe

    Engine mount

    Radiator tank Lamp socketChain shoe

    Combination switch

    Ignition switch AT bracket

    Inhibitor switch

    ABS sensor

    Canister

    Develop our unique high value-added products to respond to the increasing environmental needs in mobility society, aiming at achieving long-term growth

  • 1010

    * UL94 is a standard for flammability of plastics used for electric equipment by Underwriters Laboratories in the U.S. V-0 indicates high flame retardance.

    SunForce m-PPE foamed beads3. New business development

    Air

    Blue partSunForce molded part

    SunForce m-PPE foamed beads, for injection molding

    Heat management of a Li-ion battery case for vehicles:Contributes to higher output in a safer and more efficient way

    Flame retardance: UL94 V-0*Heat resistance: 100°C

    Uniform cooling of cells Cells/modules

    Insulation from external temperature

    Insulation from high temperature parts Controller

    SunForce (at 10x foaming ratio)

    Modified-PPE resin (solid)

    Calcium silicate board heat insulator

    Iron

    Aluminum

    Hig

    h he

    at in

    sula

    tion

    prop

    ertie

    s

    Heat insulation properties:

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    Sound absorbing parts (particularly in engine room) to comply with restrictions on accelerated running noise (Phase 3 in 2024)

    • Engine top cover, splash shield• Fender liner• Dash insulator, etc.

    Applications and future development of foamed polyamide

    • Presentation and proposals to Japanese and European OEMs and suppliers beginning in FY 2019.

    • Bench-scale sample provision scheduled from Q4 FY 2019.

    1

    2Exterior parts leveraging lightweight, rigidity, heat resistance, and heat insulation properties• Roof• Floor• Door panel• Trunk, etc.

    2

    1

    3. New business development

  • 1212

    Solvent resistance, high modulus

    High heat resistanceMelting point: up to 200°C

    Unique polyamide foaming beads

    Characteristics of foamed polyamide

    • Technology to form continuous voids• Technology to design sound

    absorbing/isolation parts

    Noise absorption

    • Flexibility of molding with foamed beads

    • Closed-cell foam with high rigidity and heat insulation

    Lightweight(5x foaming ratio)

    Moldability

    Special molding technology that enables molding foamed polyamide

    9 mm thick

    18 mm thick27 mm thick

    3. New business development

    Frequency Hz

    Verti

    cal i

    ncid

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    sou

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    abso

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    ient

    グラフ1

    160160160

    200200200

    250250250

    315315315

    400400400

    500500500

    630630630

    800800800

    100010001000

    125012501250

    160016001600

    200020002000

    250025002500

    315031503150

    400040004000

    開発品8.6mm厚み

    開発品17.6mm厚み

    開発品26.5mm厚み

    周波数 Hz

    垂直入射吸音率

    0.0464529737

    0.0334068764

    0.0270373012

    0.0476297075

    0.0184702102

    0.0380690654

    0.0460107139

    0.013462145

    0.0345160023

    0.0455563212

    0.0181947741

    0.0426630573

    0.0384266127

    0.0405069366

    0.0835166449

    0.0269212865

    0.0733006903

    0.1540989281

    0.0466374248

    0.0976477993

    0.2369162985

    0.0762295068

    0.1154255434

    0.3471807182

    0.0672200397

    0.2199356564

    0.5146111033

    0.0983715107

    0.2759882652

    0.7416516741

    0.1071673935

    0.5378996334

    0.7663724464

    0.137632523

    0.7862550184

    0.5898088521

    0.1951727059

    0.7881441179

    0.428699793

    0.3178976322

    0.5834122115

    0.384821093

    0.6040058867

    0.3881337931

    0.502609054

    Sheet1

    開発品8.6mm厚み カイハツヒンアツ開発品17.6mm厚み カイハツヒンアツ開発品26.5mm厚み カイハツヒンアツ2mic法 ホウ

    1600.04645297370.03340687640.0270373012

    2000.04762970750.01847021020.0380690654(PA 80K 3mm)X2枚  マイ(PA 80K )X2枚上に CA1070×9枚 マイウエマイ

    2500.04601071390.0134621450.03451600231600.021165550.026076205

    3150.04555632120.01819477410.04266305732000.02607429430.0321441821

    4000.03842661270.04050693660.08351664492500.03385347780.0462575099

    5000.02692128650.07330069030.15409892813150.04341356660.0802046251

    6300.04663742480.09764779930.23691629854000.05754920320.1600466981

    8000.07622950680.11542554340.34718071825000.08065688360.2899764844

    10000.06722003970.21993565640.51461110336300.10927493210.3423243674

    12500.09837151070.27598826520.74165167418000.15122435070.5693111776

    16000.10716739350.53789963340.766372446410000.21981274160.6414430477

    20000.1376325230.78625501840.589808852112500.36702498380.5759868786

    25000.19517270590.78814411790.42869979316000.65328105710.4915426331

    31500.31789763220.58341221150.38482109320000.88972055310.3889932231

    40000.60400588670.38813379310.50260905425000.76875624320.3465567999

    31500.50466278060.3840202907

    40000.37087050680.4694190042

    Sheet1

    開発品8.6mm厚み

    開発品17.6mm厚み

    開発品26.5mm厚み

    周波数Hz

    垂直入射吸音率

    Sheet1 (2)

    開発品8.6mm厚み カイハツヒンアツ開発品17.6mm厚み カイハツヒンアツ開発品26.5mm厚み カイハツヒンアツ4mic法 ホウ2mic法 ホウ

    1600.04645297370.021165550.0270373012

    2000.04762970750.02607429430.0380690654開発品17.6mm厚み カイハツヒンアツ開発品17.6mm厚み+プレシゼ×9枚 カイハツヒンアツマイ

    2500.04601071390.03385347780.03451600231600.021165550.026076205

    3150.04555632120.04341356660.04266305732000.02607429430.0321441821

    4000.03842661270.05754920320.08351664492500.03385347780.0462575099

    5000.02692128650.08065688360.15409892813150.04341356660.0802046251

    6300.04663742480.10927493210.23691629854000.05754920320.1600466981

    8000.07622950680.15122435070.34718071825000.08065688360.2899764844

    10000.06722003970.21981274160.51461110336300.10927493210.3423243674

    12500.09837151070.36702498380.74165167418000.15122435070.5693111776

    16000.10716739350.65328105710.766372446410000.21981274160.6414430477

    20000.1376325230.88972055310.589808852112500.36702498380.5759868786

    25000.19517270590.76875624320.42869979316000.65328105710.4915426331

    31500.31789763220.50466278060.38482109320000.88972055310.3889932231

    40000.60400588670.37087050680.50260905425000.76875624320.3465567999

    31500.50466278060.3840202907

    40000.37087050680.4694190042

    Sheet1 (2)

    開発品8.6mm厚み

    開発品17.6mm厚み

    開発品26.5mm厚み

    周波数Hz

    垂直入射吸音率

    Sheet1 (3)

    160160160

    200200200

    250250250

    315315315

    400400400

    500500500

    630630630

    800800800

    100010001000

    125012501250

    160016001600

    200020002000

    250025002500

    315031503150

    400040004000

    開発品8.6mm厚み

    開発品17.6mm厚み

    開発品26.5mm厚み

    周波数Hz

    垂直入射吸音率

    0.0464529737

    0.0334068764

    0.0270373012

    0.0476297075

    0.0184702102

    0.0380690654

    0.0460107139

    0.013462145

    0.0345160023

    0.0455563212

    0.0181947741

    0.0426630573

    0.0384266127

    0.0405069366

    0.0835166449

    0.0269212865

    0.0733006903

    0.1540989281

    0.0466374248

    0.0976477993

    0.2369162985

    0.0762295068

    0.1154255434

    0.3471807182

    0.0672200397

    0.2199356564

    0.5146111033

    0.0983715107

    0.2759882652

    0.7416516741

    0.1071673935

    0.5378996334

    0.7663724464

    0.137632523

    0.7862550184

    0.5898088521

    0.1951727059

    0.7881441179

    0.428699793

    0.3178976322

    0.5834122115

    0.384821093

    0.6040058867

    0.3881337931

    0.502609054

    Sheet2

    開発品17.6mm厚み

    開発品17.6mm厚み+プレシゼ×9枚

    周波数Hz

    垂直入射吸音率

    開発品8.6mm厚み カイハツヒンアツ開発品17.6mm厚み カイハツヒンアツ開発品26.5mm厚み カイハツヒンアツ4mic法 ホウ2mic法 ホウ

    1600.04645297370.03340687640.0270373012

    2000.04762970750.01847021020.0380690654開発品17.6mm厚み カイハツヒンアツ開発品17.6mm厚み+プレシゼ×9枚 カイハツヒンアツマイ

    2500.04601071390.0134621450.03451600231600.03340687640.026076205

    3150.04555632120.01819477410.04266305732000.01847021020.0321441821

    4000.03842661270.04050693660.08351664492500.0134621450.0462575099

    5000.02692128650.07330069030.15409892813150.01819477410.0802046251

    6300.04663742480.09764779930.23691629854000.04050693660.1600466981

    8000.07622950680.11542554340.34718071825000.07330069030.2899764844

    10000.06722003970.21993565640.51461110336300.09764779930.3423243674

    12500.09837151070.27598826520.74165167418000.11542554340.5693111776

    16000.10716739350.53789963340.766372446410000.21993565640.6414430477

    20000.1376325230.78625501840.589808852112500.27598826520.5759868786

    25000.19517270590.78814411790.42869979316000.53789963340.4915426331

    31500.31789763220.58341221150.38482109320000.78625501840.3889932231

    40000.60400588670.38813379310.50260905425000.78814411790.3465567999

    31500.58341221150.3840202907

    40000.38813379310.4694190042

    開発品8.6mm厚み

    開発品17.6mm厚み

    開発品26.5mm厚み

    周波数Hz

    垂直入射吸音率

    開発品17.6mm厚み

    開発品17.6mm厚み+プレシゼ×9枚

    周波数Hz

    垂直入射吸音率

  • 1313

    Features of cellulose nanofiber (CNF)/polyamide composite material Low environmental load (CNF is natural material and carbon neutral) Light weight and excellent shape retention

    Environmental material under development for vehicle lightweighting

    Cellulose nanofiber

    Enables lightweighting with shaperetention equivalent to aluminum

    Light

    Shape stability

    Aluminum

    Cellulose nanofiber composite material

    Specific gravity

    3. New business development

    Tree

    Line

    ar e

    xpan

    sion

    rate

    Wood cross section Chip2,500 times

    Pulp

    Fibril

    Micro-fibril

    Cellulose chain

    40,000 timesCNF

    times

  • 1414

    2.旭化成が目指す姿4. Strategy through acquisition of Sage

  • 1515

    Utilize connections with automobile manufacturers against background of high product quality and design capability of Sage

    Reinforce global cooperation with automobile manufacturers through enhancement of product variation × production in optimal locations

    Create new value and pursue synergy with other automotive-related businesses for the development of next generation vehicle interiors

    Basic strategy through acquisition of Sage

    Automobile manufacturer

    Other parts

    Seat design proposal

    Fabric Artificial suede New seat material

    Cus

    hion

    Oth

    er p

    rodu

    cts

    Interior design proposal

    Tier-2 supplier

    Material manufacturer

    Tier-1 supplier

    3) Creation of new value and pursuit of synergy

    1) Reinforcement of value chain

    2) Reinforcement of material variation

    1) Sales network and applications of existing products expanding remarkably, centered on artificial suede

    Sens

    ors

    4. Strategy through acquisition of Sage

  • 1616

    North America Europe China Japan

    FabricExpanding sales

    area andproduct lineup

    New entry of Asahi Kasei products

    Artificial suede Expanding production capacity

    Other materials/products Synthetic leather

    Expanding business and reinforcing connections with automakers by strengthening the value chain Aiming to be the Global No. 1 vehicle interior material manufacturer in the medium term, by leveraging

    Asahi Kasei’s development resources with Sage’s platform and advancing developments toward CASE

    Progress of synergy between Asahi Kasei and Sage2)

    Rei

    nfor

    cem

    ent o

    f mat

    eria

    l var

    iatio

    n

    Business development

    Business expansion

    Synergy in existing business

    Optimization of manufacturing locations

    3) Creation of new value and pursuit of synergy

    Sage Wuhan

    4. Strategy through acquisition of Sage

  • 1717

    Collaboration with Sage for innovation in mobility for society and the growth of the Asahi Kasei Group

    Accelerating further growth

    FY 2025FY 2018

    + About ¥300 billion

    Sales target in Mobility field (overall)

    FY 2012 FY 2018 FY 2025

    Sales of Sagetargeted at over

    ¥100 billion

    Growth of products that contribute to the environment

    Existing products×

    New development

    New value creation toward CASE

    Consistent execution of plans

    Synergywith Sage

    4. Strategy through acquisition of Sage

  • 1818

    Blank for your note

  • 1919

    Care for PeopleCare for Earth

    Hideyuki YamagishiSenior Executive Officer

    President, Specialty Solutions SBUNovember 14, 2019

  • 2020

    Blank for your note

  • 2121

    Outline

    1. Mission and strategy outline of Specialty Solutions SBU

    2. Main products

    3. Growth strategy of LIB separator business

  • 2222

    1. Mission and strategy outline of Specialty Solutions SBU

    Strategy outline1. Advance focus and differentiation; further evolve high-earnings businesses

    (No. 1, niche top, one-of-a-kind) through continuous transformation of the business portfolio and concentration of resources on main products

    2. Create unique solution-oriented businesses focused on customer value

    MissionContribute to earnings of the Asahi Kasei Group by strengthening the initiative to provide new value to the market, through enhancement of high performance materials and promotion of solution businesses

  • 2323

    Product Main applications Asahi Kasei’s positionHipore, Celgard (LIB separator),Daramic (Lead-acid battery separator)

    Separators for LIB, lead-acid battery No. 1 world share

    Aciplex ion-exchange membranes,membrane-process electrolyzers

    Chlor-alkali electrolysis Membranes: No. 1 world shareElectrolyzers: No. 2 world share

    Glass fabric Electrical insulation for printed circuit boards in portable devices such as smartphones and equipment for telecommunications infrastructure

    Top-tier world share in super thin fabric and low dielectric fabric

    Sunfort dry film photoresist Forming copper circuit patterns on printed wiring boards and semiconductor packaging

    World top-3 share: 30%

    Ceolus microcrystalline cellulose Additives for pharmaceuticals and foods No. 1 domestic share

    Duranate HDI-based polyisocyanate Non-yellowing polyurethane curing (coatings, inks, adhesives, cast molding, etc.)

    World top-3 shareNo. 1 domestic share

    APR and AFP photopolymers andplatemaking systems

    Printing plates for packaging such as cardboard, labels, and film

    No. 1 domestic share

    2. Main products

  • 24

    2.旭化成が目指す姿3. Growth strategy of LIB separator business

  • 2525

    ICT*, power tools and gardening tools

    * Information and communications technology

    Battery electric vehicle (BEV) Plug-in hybrid vehicle (PHEV) Hybrid electric vehicle (HEV)

    Electric vehicles (xEV)

    Distributed storage Integration with renewable energy Load leveling

    Cordless electric tools Horticultural machines

    Tablets Smartphones

    Used in lithium-ion batteries (LIBs) for automobiles, consumer electronics, and energy storage systems (ESS); an important product that supports the world’s infrastructure

    Automotive application

    ESS application

    Consumer electronics application

    LIB separator

  • 26

    Asahi Kasei17%

    Source: Nikkei Inc., Nikkei Visual Data (7/8/2019)

    Toray11%

    SKI9%Senior

    8%

    FY 2018

    Top supplier of LIB separators;contributing to maximized value based on firm relationships with customers

    SEMCORP11%

    Global shipments:3,282 million m2+20.4% (year-on-year)

    LIB separator market

    Outlook of Asahi Kasei’s LIB separator business

  • 27

    Growth in all three market segments of automotive, consumer electronics, and ESS

    Source: Calculated by Asahi Kasei based on "Future Outlook of Energy, Large Scale Secondary Battery, and Materials 2018; Energy Device Edition" and "Future Outlook of Energy, Large Scale Secondary Battery, and Materials 2019; Next Generation Environmental Automotive Field Edition" by Fuji Keizai Co., Ltd.

    Focus on automotive in developed countries, consumer electronics, and ESS, where Asahi Kasei’s products and technologies are valued

    Target markets

    0

    20

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    60

    80

    100

    120

    2017実績 2018見込 2019予測 2020予測 2025予測

    車載中国車載先進国

    ESS民生

    2019–2025 average annual growth: 23%

    LIB

    Sepa

    rato

    r Mar

    ket [

    100

    milli

    on ㎡

    ]

    2017Actual

    Automotive in China

    Automotive in developed countries

    ESS

    Consumer electronics

    LIB separator market trend

    2018Estimate

    2019Forecast

    2020Forecast

    2025Forecast

  • 28

    BEV, PHEV, and HEV will all increase

    Source: Estimate by Asahi Kasei

    BEV

    PHEV

    HEV

    2017 2018 2019 2020

    xEV market forecast by vehicle units

    Average annual growth ≈60%

    Features required for LIB

    • BEV

    • PHEV

    • HEV

    Future outlook of automotive market

    High output

    High capacity

  • 29

    • Environment-friendly manufacturing processes Hipore: Significantly reduced emissions of solvent into the airCelgard: Manufacturing process without using solvent

    • Comprehensive patent network established through long-term business experience

    Meeting the needs of a wide range of markets and customers with two different product lines/manufacturing processes

    Battery features

    Main applications Product Advantage and strength

    High capacity ×

    Safety

    Consumer electronics

    Smartphones,power tools, etc.

    AutomotiveBEV, PHEV

    Hiporewet process

    • Product development from the stage of in-house raw material⇒ High strength, thin film

    • Cutting-edge production technology and strict quality control ⇒ Stable high quality

    • Accumulated know-how on material and manufacturing ⇒ Customized film design according to customer

    requirements, stable mass production

    High output×

    Durability

    AutomotiveHEV

    ESS

    Celgarddry process

    •Rectilinear pores in thickness direction ⇒ High Li-ion permeability

    • Zero heat shrinkage in transverse direction ⇒ Usable without coating

    • Trilayer structure of PP/PE/PP ⇒ Excellent oxidation resistance

    Advantage and strength of Asahi Kasei’s LIB separator

  • 30

    Wet-process Li-ion battery separator

    Dry-process Li-ion battery separator

    Capacity expansions for LIB separator to prepare for upcoming market growth

    x2

    x4Asahi Kasei production capacity for LIB separator

    Capacity expansions for Asahi Kasei’s LIB separator

  • 31

    Care for PeopleCare for Earth

    Yoshihiro OnoSenior Executive Officer

    President, Basic Materials SBUNovember 14, 2019

  • 32

    Blank for your note

  • 3333

    Mission of Basic Materials SBU

    1. Establishment and reinforcement of stable earnings foundation

    2. Stable supply of raw materials and utilities to businesses within the Asahi Kasei Group and implementation of energy policy with due consideration for ESG

    3. Development and promotion of chemical technologies that contribute to sustainability

  • 3434

    Main products

    Asahi KaseiCapacity

    (kt/y)Main competitors Main applications Asahi Kasei’s position/strengths

    Acrylonitrile 981 Ineos Nitriles,Ascend

    ABS, acrylic fiber, carbon fiber; captive use for SAN, adiponitrile

    Plants in Japan, Korea, and Thailand; world’s 2nd largest producer

    Styrene 390 Lyondell Basell,

    Ineos Styrolution,

    Shell

    PS, EPS, ABS, SB latex, unsaturated polyester, SBR; captive use for PS, SAN, SB latex, SBR

    After 320 kt/y plant in Mizushima closed in Feb. 2016, business focused on domestic market and captive use

    Methyl methacrylate

    170 Mitsubishi Chemical,Sumitomo Chemical

    MS, MBS, coating materials, cast sheets; captive use for PMMA

    Proprietary, cost-competitive C4 process

    Cyclohexanol 180 Shandong Haili,BASF

    Adipic acid; captive use for adipic acid

    Proprietary, economically-competitive, environmentally-friendly process with low waste; mainly for captive use

    Polyethylene 236 (Domestic)Japan Polyethylene,Prime Polymer

    Films, miscellaneous goods, food containers, injection molding; captive use for LIB separator

    Business development taking advantage of unique characteristics based on distinctive catalyst technology, including high density polyethylene

    Polystyrene 315 (Domestic)Toyo Styrene,DIC

    Food containers, food packaging, toys, miscellaneous goods, construction materials

    Production and sale by PS Japan; largest producer in Japan

  • 3535

    Asahi Kasei’s CO2 chemistry

    CO2

    DRC process for DPC for polycarbonate production

    EC process for polycarbonate production

    CO2-based isocyanate production processIsocyanate Polyurethane

    Developing CO2 chemistry, which utilizes CO2 as chemical feedstock, since the 1980s

    1 Ethylene carbonate 2 Dimethyl carbonate 3 Diphenyl carbonate 4 Dialkyl carbonate

    Continuing to develop chemical technology that contributes to sustainability

    CO2

    CO2Commercialized Validated Under development

    DRC4 DPC3 Polycarbonate

    DMC2 DPC3 PolycarbonateEC1

  • 3636

    Basic policy of acrylonitrile (AN) business

    1. Continuing contribution to customers’ business World’s No. 2 and Asia’s No. 1 production capacity World’s top-class stable operation and stable supply

    Contributing to sustainability through superior technology

    2. Further evolution of top-level catalyst technology and manufacturing process Propylene process with catalyst with the world’s No.1 yield and the world’s first

    propane process Manufacturing process requiring less raw materials and reducing CO2 emissions by 20%

    3. Stabilization of earnings Promoting cost-based formula for AN sales price Developing by-product and derivative businesses

    Reinforcing role as base of stable earnings for the Asahi Kasei Group by reducing risk from market price volatility

    Continuing to be the supplier providing the world’s No. 1 reliability to customers

  • 3737

    Implementation of energy policy with due consideration for ESG

    Renovation of hydroelectric power plants to increase clean energy supply

    • Since the company’s founding, Asahi Kasei has had hydroelectric power plants in northern Miyazaki Prefecture to supply electric power to manufacturing plants in Nobeoka

    • Sequentially renovating the 9 hydroelectric plants by FY 2026, with total investment of tens of billions of yen; increasing hydropower capacity to reduce the use of power from coal, lowering CO2 emissions

    • Studying issuance of the company’s first “green bond”

    Gokasegawa power plant Mamihara power plant

    (Asahi Kasei has 9 hydroelectric power plants in Miyazaki and Kumamoto Prefectures)

  • 3838

    Blank for your note

  • 3939

    Care for PeopleCare for Earth

    Eiji HondaPresident, Asahi Kasei Microdevices Corporation

    November 14, 2019

  • 4040

    Blank for your note

  • 4141

    Outline

    1. Core technologies and main products

    2. Business domain expansion

    3. Role of Asahi Kasei Microdevices(contribution to the Asahi Kasei Group)

    4. Examples of product development contributingto environment and energy

  • 4242

    1. Core technologies and main products

    Core technologies

    Analog/digital signal conversion technology (LSIs); sensing technology using compound semiconductors for high sensitivity and fast response

    For consumer electronicsFor automotive

    For industrial equipmentHigher-quality sound with smartphones

    Signal processing IC for audio equipment

    Optical autofocus/image stabilization for higher-quality pictures

    High-precision position control IC for camera module Monitoring EV charge

    Current sensor

    Power window anti-pinch function, windshield wiper control, etc.

    Motor control sensor

    Millimeter wave radar

    Signal processing IC

    Precision control of robotsMagnetic rotational angle sensor

    Detecting presence of peopleInfrared sensor

    Identifying direction you are facing on the map

    Electronic compass

    For residential

    Quieter and more comfortable space

    Signal processing IC for noise and echo cancellation

  • 4343

    2. Business domain expansion

    Expanding into new business domains peripheral to current domain

    Markets

    SolutionsConsumer electronics

    AutomotiveAutomotive Industrial equipment Residential

    Invisible light

    High frequency

    Magnetic field

    Sound

    Current business domain

    New business domains

  • 4444

    3. Role of Asahi Kasei Microdevices(contribution to the Asahi Kasei Group)

    Efficient collection of latest information on leading markets centered on electronics

    Conversion of collected information into value for the Asahi Kasei Group

    MarketOpen innovation

    Digital marketing

    Contributing to earnings through provision of total solutions

  • 4545

    CO2 sensor module

    Technologies Design and manufacture of compound semiconductor devices

    Products Infrared sensor, infrared LED

    Strategy Application to gas sensor products

    4. Examples of product development contributing to environment and energy (i)

    Achieve high sensitivity CO2 sensor by combining core technologies of LSIs and compound semiconductors with newly introduced module technology

    Main applications for CO2 sensorCompound semiconductors

    Future:Vehicle interiors

    Present:Air conditioning control for buildings, environmental monitoring for housing

    HVAC* systems that ventilate based on CO2 concentration

    Energy saving

    As small as an eraser

    Advantage* Heating, ventilation, and air conditioning

    Light emitter (compound

    semiconductor)

    Photodetector (compound

    semiconductor)

    Control IC (LSI)

    Infrared rays

    Micro-controller

    CO2 concentration data

    CO2 sensor

  • 4646

    LSIs

    Technologies Ultralow power consumption and signal conversion

    Products Voltage conversion IC, power management IC

    Strategy Application to power LSI for energy harvesting

    Example of environmental sensing using microbiological electric generation

    Sensor

    Technology to convertminute amount of energy from the environment into electric power

    Achieve energy harvesting system by enabling minute drive voltage (0.2 V) and system operation control with ultralow power consumption

    Advantage

    Powerharvesting

    Booster circuit

    (Ultralow voltage drive)

    Control circuit

    (Ultralow power consumption)

    Power LSI for energy harvestingWireless

    Storage

    4. Examples of product development contributing to environment and energy (ii)

  • The commitment of the Asahi Kasei Group:To do all that we can in every era to help the people of the worldmake the most of life and attain fulfillment in living.Since our founding, we have always been deeply committedto contributing to the development of society,boldly anticipating the emergence of new needs.This is what we mean by “Creating for Tomorrow.”

    Creating for Tomorrow

    スライド番号 1スライド番号 2Outline1. Mission of Performance Products SBUスライド番号 5Changing needs in Mobilityスライド番号 7スライド番号 8スライド番号 9SunForce m-PPE foamed beadsApplications and future development of foamed polyamideスライド番号 12スライド番号 13スライド番号 14Basic strategy through acquisition of Sageスライド番号 16スライド番号 17スライド番号 18スライド番号 19スライド番号 20Outlineスライド番号 22スライド番号 23スライド番号 24スライド番号 25スライド番号 26スライド番号 27スライド番号 28スライド番号 29スライド番号 30スライド番号 31スライド番号 32Mission of Basic Materials SBUMain productsAsahi Kasei’s CO2 chemistryBasic policy of acrylonitrile (AN) businessImplementation of energy policy with due consideration for ESGスライド番号 38スライド番号 39スライド番号 40Outlineスライド番号 42スライド番号 43スライド番号 44スライド番号 45スライド番号 46スライド番号 47