Summary
On July 29, 2021, Renesas Electronics Corporation (Renesas) announced its financial results for the period April-June, 2021. Sales increased by 30.7% year-over-year (y/y) and net income for the period increased by 93.2% y/y; the company expects sales to increase by more than 30% y/y in the July-September period. The company, along with NXP Semiconductors N.V. (NXP) and Infineon Technologies AG (Infineon), is a leading semiconductor manufacturer in the automotive semiconductor industry, and automobiles are an important application for Renesas, accounting for about half of its sales. The extremely strong demand for semiconductors from the automotive industry is a strong tailwind for the company, but how long will this trend continue, and what is the medium- to long-term outlook? To begin with, what kind of strategies are automotive semiconductor manufacturers, including Renesas, planning to adopt in the "CASE” (Connected, Autonomous, Shared, Electrification) environment?
In this report, the trends of CASE will be analyzed from the perspective of the semiconductor industry.
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Local Reconstruction Note
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Trends in the automotive semiconductor market
The source outline identifies this section as part of “Automotive semiconductors: CASE Trends by NVIDIA, Mobileye, and others”. Based on the available local metadata, this section should be read through the lens of NVIDIA, Mobileye, Qualcomm, Infineon, TSMC, Semiconductor Shortage and the visible introduction, figures, captions, and tables.
CASE and semiconductors
The source outline identifies this section as part of “Automotive semiconductors: CASE Trends by NVIDIA, Mobileye, and others”. Based on the available local metadata, this section should be read through the lens of NVIDIA, Mobileye, Qualcomm, Infineon, TSMC, Semiconductor Shortage and the visible introduction, figures, captions, and tables.
The realization of autonomous driving: Waymo, Mobileye, Sony, and NVIDIA
The source outline identifies this section as part of “Automotive semiconductors: CASE Trends by NVIDIA, Mobileye, and others”. Based on the available local metadata, this section should be read through the lens of NVIDIA, Mobileye, Qualcomm, Infineon, TSMC, Semiconductor Shortage and the visible introduction, figures, captions, and tables.
Vertical integration or horizontal specialization?: Tesla, Apple, Hon Hai, and TSMC
The source outline identifies this section as part of “Automotive semiconductors: CASE Trends by NVIDIA, Mobileye, and others”. Based on the available local metadata, this section should be read through the lens of NVIDIA, Mobileye, Qualcomm, Infineon, TSMC, Semiconductor Shortage and the visible introduction, figures, captions, and tables.
Future players to watch in the automotive semiconductor industry: NVIDIA, Intel/Mobileye, and Qualcomm
The source outline identifies this section as part of “Automotive semiconductors: CASE Trends by NVIDIA, Mobileye, and others”. Based on the available local metadata, this section should be read through the lens of NVIDIA, Mobileye, Qualcomm, Infineon, TSMC, Semiconductor Shortage and the visible introduction, figures, captions, and tables.
Related Local Signals
Nearby records in the local archive include Taipei AMPA 2026: Foxconn’s EV Technology; Smart Energy Week 2026: Batteries and Charging; Electrified Vehicle (xEV) Sales Monthly Report (March 2026); Geely i-HEV Intelligent Hybrid Technology Presentation. These titles can be used as adjacent evidence when comparing suppliers, technologies, markets, and reporting periods.