General Manager Industrial & Multisegment Sector Systems Lab & Technical Marketing

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1 Power Discrete Carmelo Papa Senior Executive Vice President General Manager, Industrial & Multisegment Sector Matteo Lo Presti General Manager Industrial & Multisegment Sector Systems Lab & Technical Marketing Power Discrete at a Glance Power Discrete Revenues 2010 Key Facts TAM = $17.8B Billing = $1.3B Market share = 7.4% Worldwide industrial competence centers Schaumburg Boston Source: WSTS, STMicroelectronics Prague Seoul Tokyo Catania Shanghai Noida Taipei Singapore Innovation results: 3 new products per day Record sales with revenues up by 39 % vs new System Solutions (boards) per week 14% of sales with products less than 2 years old > 400 new patents and patent applications (filed or granted) on power technology in the last 2 years 2

2 Power Discrete: Results & TAM JAPAN & KOREA 9% US$B Source: WSTS, STMicroelectronics 2010 Net Revenues By Regions By Customer Type GC&SA 55% AMERICAS 14% EMEA 22% OEMs 49% EMS 5% Distribution 46% Stable and important contribution of distribution to WW billing TAM CAGR : >6% in Power Discrete 3 Power Discrete: a Core Pillar of Growth High Voltage Power MOSFETs ( >400 V) Protection Diodes Thyristors & Triacs Schottky & Ultrafast Diodes IPAD TM & IPD #1 #1 #1 #1 #1 Market Share 27% Market Share 5% Market Share 22% Market Share 14% Market Share 36% Source: isuppli, WSTS, STMicroelectronics Competitive Advantages: The widest range of Power Technologies and Packages Leading expertise in innovative silicon structures and new composite materials Extremely competitive manufacturing 4

3 Power Discrete: Results in Key Areas Power Supply - High Voltage & Low Voltage Power MOSFETs - Schottky & Ultrafast Diodes - Overvoltage Protections Sales Growth + 40 % Lighting - High Voltage & Low Voltage Power MOSFETs - Schottky & Ultrafast Diodes - IGBTs & TRIACs - Overvoltage Protection - Power Bipolars Sales Growth + 34 % Motor Control - ACSwitches - IGBTs - High Voltage & Low Voltage Power MOSFETs - Schottky & Ultrafast Diodes - Intelligent Power Modules Sales Growth + 49 % Source: STMicroelectronics 5 Market Trends Energy efficiency and costs Growing energy demand Environmental technology and sustainability 6

4 Focusing on Emerging Applications Power & Energy Hybrid & Electric Vehicles Lighting, Building Automation & HVAC Industrial Motor Drives Power Discrete Power Discrete Power Discrete Power Discrete 2014 TAM: $1.4B CAGR : 9 % 2014 TAM: $1.5B CAGR : 28 % 2014 TAM: $1B CAGR : 6% 2014 TAM: $1.3B CAGR : 7% Advanced Technologies and Products SiC & GaN Power Devices Super Junction MOSFETs Trench Diodes & Field Stop IGBT Technologies High Speed & Low Leakage Protections High Voltage & High Temperature Triacs IPD s for RF communication modules Source: Semicast, Yole Développement, STMicroelectronics Innovative Power Discrete Solutions Distributed Photovoltaic Hybrid & Electric Vehicles LED Lighting Modules for Automation 7 New Compound Semiconductors 2015 SiC and GaN power device TAM: $0.5B GaN Program 100V / 50A Transistor (Q1 2012) 650V / 200A Transistor (Q4 2012) 300V POWER DIODE (Q3 2012) 600V POWER DIODE (Q3 2012) SiC Program 600 V DIODE (Full Production) 1200 V DIODE (Q4 2011) 1200 V MOSFET (Q4 2011) SiC MOSFET vs V IGBT 64% die size reduction 16% higher switching frequency GaN Transistor vs. 650 V IGBT 39% Power Saving Dates of the first Engineering samples availability Source: Yole Développement, STMicroelectronics GaN CAGR 11-15: 189%; SiC CAGR 11-15: 49% 8

5 Advanced Silicon Power Transistors MDmesh : industry s benchmark for high-voltage MOSFETs MDmesh V: the most innovative trench technology Innovation in power packages extending power-density advantage (*) Super junction MOSFETs only IGBTs: progress in power switching 3 new technologies launched in the last 2 years Reducing power losses and improving power density Source: Yole Développement, STMicroelectronics r Adva nced Plana Emitter implant 3 Emitt Trench gate 4 er Advanced planar Pane Impl sant 9 Thyristors, Triacs and Rectifiers Thyristors & Triacs: rugged power control Extending junction temperature range for Hot and Small Appliances 5 times less consumption than previous generation TRIACs Immune to network spikes & electrical noise Ideal for 24h/7d connected equipments Rectifiers: high-efficiency and high-density power conversion ULVF schottky diodes meet the most advanced efficiency regulations SiC range extension for temperature independent switching & high reliability Enlarging portfolio both for high power applications and for slim equipments Source: STMicroelectronics 10

6 Protection and IPAD Protection: robust solutions against transient EOS and ESD Ultra-low capacitance ESD diodes for high-speed data lines signal integrity The smallest & very low leakage current ESD protection The most integrated Overcurrent protection for Industrial and Building Automation IPAD: integrated passive and active devices Common mode filter + ESD protection for USB and Video ports Deep attenuation ESD + EMI filters for Audio, Video and Memory Card interfaces Glass IPD s Baluns, Couplers and Diplexers for reliable and low-loss RF Transmission Source: isuppli, STMicroelectronics -40% 11 Climbing up the Value Chain with Power Modules Advanced Package Technologies Well-Established Silicon Technology New In-House Assembly Line 12

7 Millions of US Dollars Now is the Time: The Power Modules TAM 2014 IGBT-based module TAM: $3.7B Market for IGBT-based Modules 1,800 1,600 1,400 1,200 1, CAGR : 14% Industrial Motor Drives CAGR : 13 % Renewable Energy CAGR : 26 % Industrial Motor Drives Consumer Power Supplies Traction (*) On & Off Road Vehicles (**) Renewable Energy (*): Comprised of Railway Equipment and Shipping Market, including infrastructure applications, such as track, electrification, signaling, train control and telecommunications, electric powered trains and Shipping End-equipment Market. (**): Agricultural Vehicles, Fork-Lift Trucks, Golf Carts, Construction Vehicles, HEVs and EVs. Source: IMS Research 13 Power Discrete: Complementary to ST s Smart Power Offering Enabling high efficiency applications Power Discrete Power Transistors Diodes & Protections Thyristors & IPAD Smart Power ICs System on Chip System in Package Smart Power Systems Energy Automation 14

8 Power Discrete in Renewable Energy Moving electronics into the Panel for Enhanced Photovoltaic Source: isuppli Power Modules Rectifiers (SiC, Schottky, Ultrafast) Power Switches (MOSFET, IGBT) Protections (ESD, EOS) SCR s Control Unit Auxiliary Power Supply Gate Drivers Metrology ICs PLM, ZigBee Transceiver Standard Inverter Smart Junction Box High efficiency full solar system Power Optimizer Enabling lower losses and higher currents DC-DC conversion and MPPT Microinverter PV Inverter System 2014 TAM: $8.8B, CAGR : 11% 23 Mu, CAGR : 63% DC-AC conversion and MPPT 15 Power Discrete in Hybrid & Electric Vehicles Power Modules Rectifiers Power Switches (MOSFET, IGBT) Gate Drivers Control Unit Auxiliary Power Supply Source: Yole Développement, STMicroelectronics Protections PLM Transceiver RF Transceiver PHEV: Plug-in Hybrid Electric Vehicles Smart Power Electronics for a dramatic reduction of C0 2 emission HEV / EV 2014 Semiconductor TAM: $1.9B CAGR : 28% 16

9 Power Discrete in LED Lighting From undisputed leadership in fluorescent lamps to new generation LED lighting Triac / IGBT Dimmer Power MOSFETs Rectifiers (Schottky, Ultrafast) Source: IMS Research PLM, ZigBee Transceiver Control Unit Auxiliary Power Supply Protections (Transil) PWM Controller ICs LED Driver ICs LED Retrofit Decorative Lighting Compact and efficient solutions LCD Backlighting Superior brightness control General Lighting 2014 Power Discrete TAM: $729M CAGR : 5% Street Lighting High dimming performances Networked architectures for intelligent LED cities 17 Power Discrete in Industrial Motor Drives Power Modules Rectifiers Power Switches (MOSFET, IGBT) Gate Drivers (IPMs) SLLIMM Source: IMS Research ASIM: Application Specific Integrated Module Control Unit Auxiliary Power Supply From low to high level of integration for Smart Motor Control solutions Protections Ethernet Real Time, CAN, RS485 RF Transceiver Power Modules IPMs: SLLIMM Handling very high power for motor drives and electric traction drives Industrial Motor Drive Modules TAM 2014: $1.8B CAGR : 10% ASIM (Application Specific Integrated Module ) For compact and high-performance motor drives Embedded ultra-intelligent motor drive with connectivity 18

10 a Step Forward on Energy Efficiency: Smart Grid Factory automation Renewable Energy Home automation and distributed power generation Power Plant Building automation Efficient Energy Generation and Distribution combined with Advanced Monitoring and Control the boosters of 19 Power Discrete Summary Keep the leadership in Power Discrete by: Completing the offer with advanced Trench IGBTs and Super Junction Power Mosfet Developing high margin and high performance products (SiC and GaN) Entering new family of Intelligent Power Modules Focus on High Margin Segments (Energy, Automation, Rad-Hard) Power Discrete contribute to the System Approach as a complement to Smart Power ICs, Microcontrollers and Sensors Power Discrete are high volume fillers of mature fabs able to extend their life time Power Discrete are strong cash generators fuelling the growth of other innovative products Targeting high-teens operating margin in the mid-term 20