STMicroelectronics. e-mobility: An outlook of new great opportunities for Automotive Industry

Transcription

1 STMicroelectronics e-mobility: An outlook of new great opportunities for Automotive Industry Roberto Zafalon EU Projects Director R&D and Public Affairs STMicroelectronics Italy Bologna, September 25 th, 2012

2 Automotive Market Structure Car Market: 67M vehicles sold in 2010 First 10 OEMs sell 83% total cars Market value: over 1,000 B$ Avg Car value: 15K$ Auto Systems Market (Tier-1): 1.48B units sold in 2010 (22/car avg) First 10 Tier-1s sell 36% of total units Market value: 150B$ Avg unit value: 107$ Auto Semiconductor Market (Tier-2): 20B units sold in 2010 First 10 Tier-2s sell 65% total IC Market value: 21B$ (313$/car avg) Avg unit value: 1.04$ Data Sources Cars JDPower (Jan-11) Electronics SA (Oct-10) IC SA (Oct-10)

3 Automotive Electronic Market Highly Competitive Semicond. Customer Base Automotive Semiconductors Revenues 2010 (M$) Growth vs. 09 Renesas %* Infineon % Freescale % STMicroelectronics % NXP % Robert Bosch % Texas Instruments % Toshiba % Osram % Panasonic % * Merge Renesas+NEC isuppli Data May-11

4 Automotive Products Group Electronics Division: Focus: vehicle s performance, safety and comfort, reduce environmental footprint Applications Body & Chassis: lighting, door & window/wipers, 1000 dashboard, climate control, junction box, car steering and stability control 500 Powertrain & Safety: engine emission, fuel economy improvement, passive/active safety 0 systems, car electrification APG Revenues Y 2011: 1678 US$M Infotainment Division: Focus: digital broadcasting, connectivity, on car entertainment Applications Car Radio Navigation and positioning systems Tolling and telematics APG is 19% of ST Revenues (Y 2011) APG Other Groups

5 Semiconductors on Cars & Content Average Semiconductor/Vehicle ($) Electronic Ignition Central locking Car Radio %* Electronic gearbox Air conditioning Antilock Brakes Cellphone Seat heating Auto Mirror 15% NAFTA JP EU KOR China India ROW World Navigation Adaptive Cruise Ctrl Airbags Stability Control Adaptive gearbox Xenon Light 22% Semiconductor for automotive CAGR = 8.6% Night vision Telematics Bluetooth Start Stop Hybrids LED lighting 30% Pedestrian detection Lane change Driver assist maps Car 2 car Internet Brake by wire Steer by wire Electric vehicles 50% 30Mcars 35Mcars 40Mcars 70Mcars 110Mcars *Electronics as % of Car Cost 5

6 AUTOMOTIVE SEMICONDUCTOR GROWTH DRIVERS Infotainment Body Safety Chassis Powertrain SEMICONDUCTOR DEMAND ($B) 3,5 3, ,3 4,9 5,0 5,6 5,4 6,2 CAGR % +7.6% 8, % +7.4% +10.3% 8,8 Brazil 3 % N. America 23 % by Region Japan 16 % ROW 8 % APAC w/o Japan 23 % Europe 27 % CAGR 11-16: 9% POWER TRAIN, SAFETY AND BODY GROWTH DRIVEN BY LEGISLATION (EURO 6) SAFETY & TELEMATIC DRIVEN BY PASSIVE AND ACTIVE SAFETY (STAR) SYSTEMS Airbags, curtain restraint, tire-pressure monitoring systems Collision Warning, Vision, ESC, Rear-facing and park-assist cameras GREEN INITIATIVES Reduce fuel consumption and Reduce Emissions CONVERGENCE OF COMMUNICATIONS AND ENTERTAINMENT FEATURE Source: IHS Auto Feb12 and Strategy Analytics Feb12 (incl. Sensors)

7 Automotive in China 1,5 1,4 1,3 Chinese-Owned Brand Chinese-Produced Vehicles Toyota Group Market Average ECU Content / Vehicle Normalized to ,2 1, = 1 High-end cars, full options and creature comforts driving growth 0, ST is #1 in China Automotive Semiconductors Proof point: 40% market share for engine control ICs ST in China has two R&D centers, Manufacturing facilities, and increasing local support China is a key market propelling ST s growth

8 8 Aligning to the Macro Trends in Automotive Innovation fueled by social responsibility Saving energy, saving accidents A Global, Cost- Driven Market New automotive concept, fast moving markets for cars & electronics Innovate Car electrification The safe and connected car Simplify, Speed up The Small Car The Low Cost Car A Global Supply Chain Leveraging Partnerships with Industry Leaders ST Strategy Readiness, Ease of use, Cost, Time to market

9 Innovation Fueled by Social Responsibility Application: Vision Based Active Safety Analyzes video to actively assist the driver in critical scenarios and prevent accidents Strategy: Partnership with Mobileye Co-development of three generations of video processing engine with WW leader Result: We re safest on the road Second, co-developed generation launched 2010 First system on market with pedestrian detection Third generation in development SOP 2013 Awards by over 10 OEMs

10 Innovation Fueled by Social Responsibility Application: Electric Car Battery Strategy: Partnership with innovator Result: We re first on the road Enable Li-Ion technology to enter Auto Market Co-developed ASIC with LG- Chem Allow re-architecture to fit Automotive challenges (totally safe, long-lasting, affordable) Using well-proven silicon IPs To VBat First silicon fully functional, able to run system trials in Q209 First WW system validated by a major OEM Awards by over 5 OEMs SOP in Q3-10 Stack Modules MCU Charging strategy Smart Battery Manager Monitor Balance Communicate Lithium Battery Cells To GND

11 Driven by a Fast, Cost-Driven Market Years From concept to production Target: engine control for China 4-cylinder car ST provided all semiconductors, plus SW / HW support Year 2009 Reached 60% of internal market share ECU is present on most successful Chinese vehicles Solution proved to be competitive in other regions Year 2011 ST is awarded for the full new generation Smart, super-integrated ASIC in BCD technology 32bit Power MCU ECU produced at WW level Joint technical teams coworked for two years Revenues (M$)

12 Main ST Enabler BCD Smart Power Solid Leader WW 24% share for BCD tech* 600M parts sold in 2010 Sensor IFs Drivers Regulators Logic Comm Blocks Automotive-Committed Internal Manufacturing H-Bridge Partners to Market Leaders Top Quality, Long Lifetime Dual source technologies All Major Tier 1 s Shared Tech Roadmaps Source: Strategy Analytics Sep-10

13 Main ST Enabler Power MCU JDP Alliance Unique business model Shared costs, lower risk Industry-leading architecture Automotive-Committed Internal Manufacturing Architecture and Products 90nm->55nm roadmap Internal manufacturing as differentiator Over 20 products in pipeline ST target share=15% in 2016 ST ramp up 2012

14 Automotive A New World of Applications Integrated Chassis Control Hybrid to Electric Traction Satellite Radio & Positioning Driver Assistance Systems Head Units to Smartphones Comfort Enhancement Smart Navigation Web Access

15 STMicroelectronics: Leader and Partner in Automotive Technologies 15 40nm CMOS video processor For Active Safety 40nm CMOS For GPS and Navigation 5.6um Pixel Video Camera For Active Safety 0.13um BiCMOS RF 24/77GHz Radar For Active Safety 0.32um SOI BCD For LiON Battery Management 55nm e-flash For Automotive Microcontroller POWER D ANALOG B DIGITAL C 0.16um BCD Smart Power For Safety, Power Train, Body, Chassis PMOS, IGBT, VIPower For Drivers and Hybrid MEMS For Sensing

16 What can 48 V modules bring up? Example: 1 module 48V 200A up to 10 kw Electric Scooter 2 modules Hybrid electric drive 0 to 30 km/h 4 modules Electric vehicle with 40 kw Benefit for the business Standardisation of a voltage stabilised market requirements and Volume effects Incitation for innovation in order to get costs down and functionality up cost reduction and higher willingness of customers to buy Morgan Stanley June 2012 on e-mobility Scale matters more than ever and standardisation helps

17 Connected Car - Telematics Becomes Reality Telematics services inside and outside the car GPS LTE Accelerometer E-Call Insurance: Pay-Per-Use Traffic Control: Pay-As-You-Drive Traffic Prediction Diagnostic Services Option collaborative safety through communication More than 1.3 M users!

18 18 Economics of Energy Saving in Vehicles gco2/km gco2/km gco2/km 120 gco2/km 95 gco2/km Example : 200 W 3 g/km (total) Penalties 2012 to st g : 5 for each car 2 nd g : 15 3 rd g: g CO 2 above limit= 45 fee

19 Electric Vehicle Growth Trend Production (k Units) India China S. Korea Europe Japan NAFTA Excludes ROW Includes full & mild hybrids, plug-ins and pure EVs Represents 6% of light vehicle production by 2015 Source: Strategy Analytics IAEC Paris 2009

20 Renewable & Smartgrid for more (H)EVs New opportunities for automotive industry 20 New battery New power electronics Renewables Internet of Energy Electric & Hybrid vehicles 20 Infrastructure growing at all levels

21 Example: EU R&D Projects in Motion E3CAR Single wheel drive Simulation Current sensor Driver SASHA JDP Functional safety ISO26262 TLM model POLLUX EV intelligence QUASPER Imaging Platform for development & test IoE Battery Charging infrastructure for EV THOR DC/DC 2KW MotorBrain EV hardware platform Inverter DC/AC DC/DC motor Step-up Smart-LIC Li-Batt BMS Vbat 400V IDEAS Packaging of high power modules

22 Thank You!