TDK Where We Stand

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1 TDK Where We Stand

2 Stepping Up to Change TDK1935

3 ... 2 Paving the Way to Reinvention... 3 EPCOS AG TDK TDK TDK TDK TDK TDK TDK Corporation Annual Review 29 1

4 % ,4 866,285 $ 7,422, ,111 2,11 1,48, ,164 29,89 1,695, , ,734 2,522, , ,361 1,723, , ,172 6,234, (63,16) 71,461 (644,49) (489.71) (5.) (489.71) (5.) ,11,36 935,533 $11,235, , ,577 5,655, , ,143, % (7.5) 1.1 ROE (9.9) 9.7 PER % ROE % 1, 8, 6, 6,579 7,952 8,62 8,663 7, , 4 4 2, 8 (7.5) (9.9) TDK Corporation Annual Review 29

5 Paving the Way to Reinvention , EPCOS AG EPCOS6 16.%7, TDK Corporation Annual Review 29 3

6 113 21IT 28 4 HDD EPCOS EPCOS EPCOS EPCOS EPCOS PC EPCOS EPCOS 4 TDK Corporation Annual Review 29

7 EPCOS VAVE TDK DC-DC DC-DC DC-DC 29 7 TDK TDK Corporation Annual Review 29 5

8 28 1EPCOS AG %EPCOS AG Pegam * * PC IT TDK-EPC TDK-EPC EPCOS AG TDK-EPCEPCOS 6 TDK Corporation Annual Review 29

9 EPCOS AG EPCOS AG EPCOS AGSAW EPCOS AG HDD EPCOS AG SAW EPCOS AG SAW EPCOS AGMEMS Micro Electro Mechanical Systems * * EPCOS AG PC EPCOS AG& & TDK EPCOS TDK Corporation Annual Review 29 7

10 PC EPCOS AG SAW EPCOS AG EPCOS AG EPCOS AG TDK EPCOS AG EPCOS AG EPCOS AG 2 65% EPCOS AG % Sumperk 4% 6% NAFTA* *NAFTA Nashik Gravatai 8 TDK Corporation Annual Review 29

11 EPCOS AG EPCOS AG DVD EPCOS AGSiemens AG Siemens AG 21, , % 1, % & SAW SAW 27% & 39% 11% 27% 1,5 1,439 1, % , % 23% 23% TDK Corporation Annual Review 29 9

12 29 37,274 8, % PC % % HDD HDD %HDD HDD EPCOS %EPCOS TDK Corporation Annual Review 29

13 EPCOS AGEPCOS EPCOS , 1,5 2, 2,5 3, 3, % , 1,5 2, 2,5 3, 3, % , 1,5 2, 2,5 3, 3, % , 1,5 2, 2,5 3, 3, % TDK Corporation Annual Review 29 11

14 2,5 2, 1,5 1, % 2 1, , % PCAV 12 TDK Corporation Annual Review 29

15 2,5 2, 1,5 1, % 3 1, , % EMC PC EMC 2 EMC Electromagnetic Compatibility EMC VCO ACDC DC-AC DC-DC TDK Corporation Annual Review 29 13

16 3,5 3, 2,5 2, 1,5 1, % HDD2 2, , % HDDHDD HDD HDD HDD HDD HDD GMR Giant Magnetoresistive TMR Tunneling GMR 14 TDK Corporation Annual Review 29

17 2, 1,5 1, % 3 1, , %EPCOS EPCOS TDK Corporation Annual Review 29 15

18 3 DVD EMC SQ Headway Technologies, Inc. HDD.4%57, % EMC % SQ TDK Corporation Annual Review 29

19 CSR ERM TDK Corporation Annual Review 29 17

20 CSR CSR TDK Corporation Annual Review 29

21 2 1 3 ERM IT TDK Corporation Annual Review 29 19

22 IT 7 5 CSR TDK Corporation Annual Review 29

23 CSR 1 TDK TDK Corporation Annual Review 29 21

24 TDK CO CO 27% TDK ECO LOVE ECO LOVE28 9 ECO LOVE ECO LOVE SUPER ECO LOVE 22 TDK Corporation Annual Review 29

25 4TDK NPO NGO TDK TDK (Thailand) Co., Ltd. TDK Corporation Annual Review 29 23

26 Raymond Leung 24 TDK Corporation Annual Review 29

27 Robin Zeng TDK Corporation Annual Review 29 25

28 TDK Corporation Annual Review 29

29 EPCOS 27 8TDK PC 1 2 1, , % PC AV EPCOS AG ,274 8, % EPCOS EPCOS 2 3 1, , % EMC PC TDK Corporation Annual Review 29 27

30 PC % EPCOS 3 HDD2 2, , % HDD HDD HDD HDD 5, %4,6 2 3 EPCOS 7, %6, %1.684.% HDD % 4 3 1, , %EPCOS EPCOS 12.% 1.8% , %1, % 15.9%26.9% 47.2% 7.1%74.% 28 TDK Corporation Annual Review 29

31 85.1%88.1% 6 5% EPCOS AG % 2.9% , %6, %83.3% EPCOS AG 1, %16.7% 1, , %22.% EPCOS AG 68 71EPCOS AG EPCOS AG % 7.9% ROE9.7% 9.9% 1, , ,1 36EPCOS , , ,379 95EPCOS AG , TDK Corporation Annual Review 29 29

32 , , , , , , EPCOS , , , HDD 2, EPCOS AG 3 TDK Corporation Annual Review 29

33 2. 2, EPCOS AG 2, , CMS , , % 38.8% TDK Corporation Annual Review 29 31

34 142 2.%6.2% 3.%7.1% 32 TDK Corporation Annual Review 29

35 TDK Corporation Annual Review 29 33

36 HDD PC IT 8% 34 TDK Corporation Annual Review 29

37 ISO International Organization for Standardization ISO91 TDK Corporation Annual Review 29 35

38 M&A B TO B B to B M&A M&AM&A 36 TDK Corporation Annual Review 29

39 IT TDK Corporation Annual Review 29 37

40 TDK ,75 166,15 $ 1,69, ,993 1, , ,968 3, , , ,118 1,252, ,684 88,816 1,78, ,85 1,34 133, ,11 43, , , ,82 4,99, ,47 68, , , ,149 3,557, ,198 3,2 563, ,938 63, , ,556 11,257 77, ,495 32, , ,11,36 935,533 $11,235, ,49 8,898 $ 724, , , ,97 76,391 52, ,611 23,858 22, ,73 39, , ,942 7,66 19, ,849 4,884 9, , ,961 2,36, , ,143, ,7 33,99 1,, ,284 5, , , 13, , , ,272 5,489, ,823 3,684 9,3 48,, 29129,59, ,59, ,979, ,955, ,641 32, , ,257 63, , ,772 19,51 211, , ,719 6,179, (162,741) (81,583) (1,66,622) 29611, , (6,333) (6,597) (64,622) , ,577 5,655, ,11,36 935,533 $11,235, TDK Corporation Annual Review 29

41 TDK ,4 866,285 $7,422, , ,529 6,183, ,457 23,756 1,239, , ,921 1,631, (15,34) , , (54,35) 87,175 (554,133) ,98 8,284 4, (2,336) (218) (23,836) (17,11) 1,969 (173,582) (6,388) (2,81) (65,184) (5,392) (3,67) (55,2) (178) 46 (1,816) (27,325) 4,33 (278,826) (81,63) 91,55 (832,959) (17,41) 19,948 (173,888) (64,589) 71,557 (659,71) (1,429) 96 (14,581) (63,16) 71,461 $ (644,49) (489.71) $(5.) (489.71) (5.) , , , , TDK Corporation Annual Review 29 39

42 TDK ,641 32,641 $ 333, ,641 32, , ,887 63, , , (134) (49) , ,257 63, , ,51 18, , , , , , ,772 19,51 211, , ,35 7,27, (18,56) (15,683) (184,245) (1,262) (666) (12,878) (63,16) 71,461 (644,49) (37,41) (153) (333) (1,561) (466) (4,755) (83,97) 17,369 (847,929) , ,719 6,179, (81,583) (17,846) (832,48) (42,46) (55,757) (429,4) (39,8) (4,684) (398,41) (14) (3,296) (1,61) (81,158) (63,737) (828,142) (162,741) (81,583) (1,66,622) (6,597) (5,972) (67,316) (15) (39,25) (153) , ,215 2, (625) 2, (6,333) (6,597) (64,622) , ,577 $ 5,655, TDK Corporation Annual Review 29

43 TDK (63,16) 71,461 $ (644,49) ,567 71, , ,387 1,762 24, ,922 1, , (23,457) (1,885) (239,357) ,388 2,81 65, ,654 (1,256) 18, (15,34) (274) ,746 (13,791) 568, ,458 (14,952) 137, ,578 (9,9) 17, (39,595) 16,723 (44,31) (8,721) 8,745 (88,99) (17,272) (849) (176,245) (2,15) 1,962 (21,48) ,239 (2,221) 12, (1,44) 3,847 (14,694) , ,413 63, (98,425) (84,312) (1,4,337) ,77 18,58 19, (33,388) (8,54) (34,694) ,455 1,177 45, (17,78) (17,834) (18,694) (393) (37,155) (4,1) ,264 6, (136,146) (18,182) (1,389,244) (153) (2,26) (1,561) ,351 3, 13, (166) (15,855) (1,694) (6,755) (68,929) , (275,576) (157,747) (2,812,) ,96 2,9, (2,428) (9,242) (24,776) ,531 3,574 43, , (15) (39,25) (153) (18,56) (15,683) (184,245) (26) (367) (2,653) ,83 (6,86) 2,283, (7,816) (24,644) (79,755) (4) (123,64) (4,82) ,15 289,169 1,694, ,75 166,15 $ 1,69, TDK Corporation Annual Review 29 41

44 % 1, 1, , 8, 6 1 6, 6, 3 5 4, 4, 2, 2, , ,4 866, ,25 795,18 657, , ,172 69, , , (54,35) 87,175 79,59 6,523 59,83 % (7.5)% (63,16) 71,461 7,125 44,11 33, ,425 84,312 7,44 73,911 61, ,645 57,387 5,58 45,528 36, TDK Corporation Annual Review 29

45 % % 1,5 12, , , 5 3, , 4 6, 2 1 4, , (63,16) 71,461 7,125 44,11 33, ,567 71,297 65,337 58,54 52, ,11,36 935, ,34 923,53 88,1 % % % (6.2)% % (9.9)% (489.71) (489.71) ,429 6,212 51,614 53,923 37,115 TDK Corporation Annual Review 29 43

46 TDK ,641,976,312 48,, 129,59,659 26, ADR Citibank, N.A. 111 Wall Street, 2th Floor, Zone 7 New York, NY 15, U.S.A. KPMG AZSA & Co. % 16, , , , , , , , , , , , % 32.8% 8.5% 7.% 3.9%.5%.% E TDK 13 1 Tel: (3) Fax: (3) TDK U.S.A. Corporation 91 Franklin Avenue, Garden City, NY 1153 U.S.A. Tel: +1(516) TDK Electronics Europe GmbH Wanheimer Strasse 57, D-4472 Duesseldorf, Germany Tel: +49(211)977 TDK IR ADR Citibank, N.A. Shareholder Services P.O. Box 4377 Providence, Rhode Island U.S.A. Tel: CITI-ADR (toll free) Tel: (out of U.S.) Fax: Internet: citibank@shareholders-online.com tdkhqir@jp.tdk.com 44 TDK Corporation Annual Review 29

47 TDK Cert no. SGS-COC-3294 Printed in Japan

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