Automotive Tutorial at CeBIT

Transcription

1 at CeBIT Infineon Slide 1 Hanover, March 09, 2006 Senior Director Investor Relations & Technology Comunications

2 Disclaimer Please note that while you are reviewing this information, this presentation was created as of the date listed, and reflected management views as of that date. This presentation contains certain forward-looking statements that are subject to known and unknown risks and uncertainties that could cause actual results to differ materially from those expressed or implied by such statements. Such risks and uncertainties include, but are not limited to the Risk Factors noted in the Company's Earnings Releases and the Company's filings with the Securities and Exchange Commission Slide 2

3 Infineon's Revenue in FY05 Infineon incl. MP Infineon excl. MP AIM AIM 25%37% 25% 64% COM 21% 42% MP COM 35% Slide 3 AIM will be the dominating part of Infineon's business after the separation of MP.

4 How the Business Group "Automotive, Industrial & Multimarkets" is Organized Slide 4 Our Organization Our Markets Multimarkets Automotive Industrial Consumer Computing POF Communication MC AP SC DS PMD ADS CC

5 Worldwide Semiconductor Market $ $ $ $ $ e 2007e 2008e Automotive Electronics Communications Electronics Consumer Electronics Data Processing Electronics Industrial Electronics Military/Civil Aerospace Electronics Slide 5

6 Ww Automotive Semiconductor Market by Applications; Safety is the Largest and the Fastest Growing Segment % Market in bill. US$ ,994 13,631 12,546 3,167 2,.892 2,708 4,739 4,205 3,781 19,769 18,680 17,589 16,260 4,205 3,933 3,711 3,400 6,362 6,785 5,885 5,.303 3,525 3,645 3,781 3,908 3,164 3,256 3,411 2,893 3,278 3,677 4,031 4,348 4,605 4,870 CAGR 7.6 % 10.2 % 3.6 % 9.1 % Slide 6 Source: Strategy Analytics 9/2003 Body Powertrain Safety Infotainment

7 Industry Outlook forecasts moderate Light Vehicle Growth; Market Dynamics driven by Automotive Electronics and Semi Market Perspective CAGR Growth Drivers Slide 7 Light Vehicle Production (mio volumes) Electr. System Demand (US$ bn) Semiconductor Demand (US$ bn) Source: Global Insight, Strategy Analytics, IFX % % % Market sees slight consolidation after extend growth in 2003 and in 2004 (+14%/+15%). Replacement of hydraulics and mechanics by electronics! size and weight optimization of systems and components. Migration of electronic features into middle and economy class cars (HVAC, side airbags, etc.). Electronic innovations in high volume car segments (electric power steering). Increasing sensor content key to intelligent vehicles. In-car networking requires intelligent bus systems.

8 Semiconductors are a Key Sucess Factor for Auto Industry The Five Waves of Innovation USD bn Powertrain!reduced fuel consumption and environmental protection Safety and Vehicle Dynamics! airbags, anti-blocking system (ABS), chassis control 3. Body and Convenience! increased number of features, e.g. power window, door lock, RKE Slide 8 4. Navigation & Driver Information! navigation, in-car entertainment, GSM, GPS, Bluetooth Source: Motorola 5. X-by-wire (42 V Net)! steer-by-wire (electric power steering), brake-by-wire, drive-by-wire

9 Automotive Semiconductor Markets in EU, Japan, US Mature as Vehicle Production Moves to Emerging Regions Automotive SC Demand by Region Key Trends USD bn 5% 6% 32% 19% 35% 3% 17,8 1,0 5,6 3,4 6,3 CAGR 7% 6% 8% 30% 18% 32% 6% 25,4 1,4 2,1 7,7 4,5 8,1 1,6 CAGR 10% 16% 7% 6% 5% 22% China Europe Japan North America ROW South Korea " Chinese production outpaces demand and leads to local overcapacity Acceleration of Chinese export likely however, quality standards still too low for Western requirements. " U.S. demand for more fuel efficient cars (e.g. hybrid) is advantageous for EU, Japanese, and Korean Tier1/SC suppliers. " Rising demand for low-budget cars in developing countries drives pushes low-cost cars (e.g. Logan). " Japan and EU/Germany are export oriented markets, fueling growth in NAFTA & APAC region Slide 9 Source: Strategy Analytics, IFX

10 Automotive Semicoductor Demand by Application USD bn CAGR 7% 25,3 CAGR 17,8 23% 1,7 4,2 5% 26% 1,3 3,3 24% 6,0 8% 23% 27% 4,1 4,8, 31% 7,9 11% 24% 21% 4,3 5,4 5% Slide 10 Source: Strategy Analytics, IFX Powertrain Safety Body Infotainment IT Aftermarket

11 Automotive Electronics Innovations " Electronic Fuel Injection " Electronic Ignition " Check Control " Cruise Control " Central Locking " " Electronic Gearing " Electronic Air Conditioning " ASC: Anti Slip Control " ABS: Anti-lock Braking System " Telephone " Seat Heating Control " Automatic Mirror Dimming " Navigation system " CD Changer " Bus systems " ACC: Active Cruise Control " Airbags " DSC: Dynamic Stability Control " Adaptive Gearing " Roll Stabilization " Xenon Lighting " RDS / TMG " Emergency Call " Servotronics " Electronic Shock Absorber Control " Advanced MMI " ALC " AFS " Night Vision " TLC " ACC Stop & Go " Force Feedback Pedal " Lane Departure Warning " Int. Energy Management " Local Hazard Warning " CO 2 Reduction " Telematics " Online Services " Integrated Safety Systems " Fuel Cell / LH2 " Individualization " Software " Electromechanical valves " Tire pressure sensors " 42 Volt system " Collision Avoidance " Steer-by-wire " Brake-by-wire " Throttle-by-wire " Black box " Bluetooth " On-board multimedia " Wireless connectivity " xxx " xxx " Slide Source: BMW

12 Automotive Semiconductor Applications Segments Powertrain " engine control " transmission control " starter / alternator Body & Convenience Safety " lighting, light control! vehicle bus " heating, ventilation, air condition (HVAC) " power operated systems (seat and door) " remote keyless entry (RKE), alarm " ABS / braking! steering " power steering! suspension " airbag / passive restraint! TPMS " driver assistant systems Slide 12 Infotainment " navigation! telematics " car radio, car audio! dash board " in-car multimedia " wide range and short range communication (GSM, Bluetooth)

13 The Automotive Control Loop Sensor µcontroller Actuator Slide 13

14 Automotive Electronics Need Full Spectrum of Semiconductor Technologies Silicon Sensors Computing Power Semis Sensing Actuating Special processes High precision Great robustness Microcontrollers High current High voltage High temperatures Slide 14 Smart Sensors 50 mio transistors Non-volatile memory Smart Power

15 Automotive Semiconductor Product Segments Compute Actuate Sense Powertrain " engine managemt. " transmission " high power control " vehicle networks " switches " power supplies " position " speed Body & Convenience " air condition " window lifter " sliding roof " air condition " seat " light & illumination " dashboard " brushless DC motor control " position " remote keyl. entry " airbag Safety " ESP " ESP " side airbag " wheel speed (ABS) " tire pressure " roll-over Infotainment " navigation " car radio " speech recognition " telecommunication " power supply for rad radio, navigation, etc. " navigation Slide 15

16 Automotive Semiconductor Solutions: Combining Sensing, Computing and Actuating AIM Compute Actuate Sense Powertrain - Diesel Engine Mgmt. - Gasoline Engine Mgmt. - Transmission Control " 8 bit µcs " Diodes " Transistors " Pressure Sensors Safety Management " 16 bit µcs " MOSFETs " Tire Pressure Sensors - ABS / Traction Control - Airbag - Power Steering - Tire Pressure Monitoring " 32 bit TriCore (µc + DSP) " IGBTs " Regulators " Temperature Sensors " Hall Sensors Body & Convenience " Transceivers " Inertia - Light Control - Heating, Ventilation, Air Condition - Door & Seat " Smart Power " System ICs " RF ICs Infotainment Slide 16 - Telematics, Navigation - Car Audio - Dashboard

17 Microcontroller 8-bit, 16-bit microcontroller 32-bit controller: TriCore TC 1796 Automotive Power Diodes, Transistors MOSFETs, IGBTs Regulators, Transceivers Smart Power, System ICs Slide 17 Sense & Control magnetiv field sensors (Hall sensors, GMR) temperatur sensors gyroscopic sensors pressure sensors, TPMS MEMS radar sensors

18 Microcontroller by Automotive Application POWER TRAIN - Diesel Engine Mgmt. - Gasoline Engine Mgmt. - Transmission Control - Starter / Alternator " 16 bit µcs " 32 bit TriCore " C5xx " C167 " AUDO " AUDO NG SAFETY - ABS / Traction Control - Suspension - Airbag + Restraint Systems - Power Steering - Tire Pressure Monitoring BODY - Light Control - Heating, Ventilation, Air Condition - Door & Seat - Smart Battery Terminal " 8 bit µcs " 16 bit µcs " 32 bit TriCore " 8 bit µcs " 16 bit µcs " XC8xx " C164 " XC164 " XC2xx " TC13xx " C5xx " XC8xx " C164 " XC164 " XC2xx Slide 18 INFOTAINMENT - Telematics - Car Audio - Dashboard " 16 bit µcs " 32 bit TriCore " 64 bit µcs " Gateway Ctr. " C161 " XC161 " XC2xx " TC19xx " TC11xx

19 Block Diagramm of an ECU (Electronic Controller Unit) Voltage Regulator/ Watchdog Memories High Power Actuator Bus Transceiver Micro Controller Medium Power Actuator Digital Analog Power Diagnostic Interface Sensor Interface A/D Converter Slide 19

20 Microcontroller 8-bit, 16-bit microcontroller 32-bit controller: TriCore TC 1796 Automotive Power Diodes, Transistors MOSFETs, Power MOSFETs, IGBTs Regulators, Transceivers Smart Power, System ICs Slide 20 Sense & Control magnetiv field sensors (Hall sensors, GMR) temperatur sensors gyroscopic sensors pressure sensors, TPMS MEMS radar sensors

21 IGBT (Insulated Gate Bipolar Transistor) Main Applications for 600V: low-end SMPS (switch-mode power supply) air condition washing Machines compressors drives applications welding UPS (uninterruptable power supply) lamp ballast hybrid cars Emitter Gate n + p Slide 21 Main Applications for 1200V: inductive heating industrial drives UPS SMPS for industrial drives hybrid cars n - (substrate) n (fieldstop) Collector p +

22 Discrete IGBT Market by Applications Automotive Ignition Injection Lighting Industry Robots 3-Phase-Drives UPS Industrial Others Lighting TV Consumer Ballast Induction Cooking Microwave ovens Washing Machines Air-Conditioners Slide 22 Source: IMS, 2002

23 Market Segmentation is Based on Increasing Hybridization, from Pure Start + Stop Functionality and Full Electric Drive Segment Functionality Fuel Efficiency Cumulated Fuel Reduction Example Full hybrid # Full Electric Drive 10-20% 40-60% # Boost 5-10% 15-35% Toyota Prius Hybrid Vehicle Mild hybrid # Regenerative Braking 3-20% 13-30% GM Chevrolet Silverado Integrated Starter/Generator Micro hybrid # Start + Stop 5-10% 5-10% Slide 23 Citroen C3 Belt-Driven Starter/Alternator

24 Classification of Hybrid Electrical Vehicles Typical system data µ-hybrid " Start Stop Mild-Hybrid " Start Stop " Recuperation " Boosting Full-Hybrid " Start Stop " Recuperation " Boosting " Electric driving Parallel Hybrid + High efficiency + Easy integration + Low add. cost - Coupling of engine and motor speed P = 3-10kW U DC < 100V MOSFET Citroen C3 P = 8-20kW U DC = V IGBT Honda Civic P = kW U DC > 200V IGBT GM Tahoe Power Split Hybrid + High drive comfort + Flexible strategy + Torque optimized - Complex solution (two e-machines) - Planetary gear P G = kW P M = kW U DC > 200V IGBT Prius, Lexus Slide 24 Serial Hybrid + Independent engine operation - Low efficiency - Expensive (2 full size motors) P G = kW P M = kW U DC > 350V IGBT Orion Bus

25 Components for Hybrid Electric Vehicles by Infineon: Strength in Automotive and High-Power Motor Control Unit Hybrid Control Unit Power supply " Power supply " Transceivers " Transceivers " Microcontroller (e.g. TC1766) DC/AC Converter " Driver IC's " Power modules IGBT's, diodes " Hall sensors (position & current) Microcontroller (e.g. TC1766) " Safety Micro (e.g. XC800) DC/DC Converter " Microcontroller (e.g. XC164) " Discretes - CoolMOS " Driver IC's " Battery Management " " " Power supply Transceiver Microcontroller (e.g. XC164) Smart battery switch Auxiliary Drives (e.g. AirCon) Slide 25 " " Microcontroller (e.g. XC164) Power module (e.g. CiPos) IFX BoM for Hybrid Electric Vehicles 44% 10% 5% 4% 3% 34% Module adder Logic IC's Supply Sensors IGBT / Diodes

26 Microcontroller 8-bit, 16-bit microcontroller 32-bit controller: TriCore TC 1796 Automotive Power Diodes, Transistors MOSFETs, IGBTs Regulators, Transceivers Smart Power, System ICs Slide 26 Sense & Control magnetiv field sensors (Hall sensors, GMR) temperatur sensors gyroscopic sensors pressure sensors, TPMS MEMS radar sensors

27 Product Sprectrum for Business Unit Sense & Control Wireless Control Magnetic Sensors MEMS based pressure sensors Sense & Control MEMS based TPMS sensors (SensoNor) MEMS based Inertia Sensors (SensoNor) Sensor Interfaces IC Radar ICs Slide 27

28 Automotive Sensor Market View Silicon based automotive sensor market Market drivers Slide 28 [Units bn] CAGR 17% 0.6 CY CY 09e Approximately 2/3 of the sensor market is in Automotive. It will remain the key growth driver for sensors. The share of active sensors in Automotive will increase from less than 40% in 2004 to more than 75% in 2009 due to requirements for more accurate and reliable measurements. Wheel Speed sensing, yaw rate sensing and Tire Pressure Monitoring Systems are the key growth applications. * Sources: WSTS, Stategy Analytics, IFX Others Temperature Inertia Pressure Magnetics Source: Strategy Analytics, IFX " Replacement of non-silicon sensors by more accurate and reliable silicon sensors due to increasing functionality in car electronics. " New systems driven by - legislation (tire pressure monitoring) - driver convenience (autonomous cruise control).

29 Product Line Magnetics Seven Product Families ABS Angle Sensors Engine 20 0 Management 13 1 Hall Switches Magnetics Transmission Sensors Linear Hall Sensors Telecom Switches Slide 29

30 Slide 30 Principle of a Magnetic Field Sensor

31 Slide 31 Target Market #1 : Target Application #1: Target Market #2 : Target Application #1: Automotive BAP for engine management Industrial and consumer electronics Industrial instrumentation, medical devices, altimeters, weather stations, GPS handhelds, altitude compensation

32 Final Rulemaking TPMS: How US-Legislation Drives the Market Equipment rate of all new light vehicles: # 2005, Oct 5 * 20% (phase-in 1) # 2006, Sep 1 70% (phase-in 2) # 2007, Sep 1 100% (* 180 days after publication in the federal register) Slide 32 Key requirements: # Detection of pressure loss in one or more (up to a total of four) tires... # if pressure falls 25% below recommended tire pressure. # within 20 minutes. # No differentiation between direct and indirect systems

33 TPMS Market is Nearly Doubling in 2006 and 2007 in mio modules % % % % % % ABS Based Direct Batterybased Direct Batteryless Source: IFX, Strategy Analytics Dec Slide 33 US market share will remain above 85% until US market will focus on direct systems because of product liability. Indirect systems will have a foothold in Europe.

34 Slide 34 Infineon is Sole Supplier of Fully Integrated, High-Volume, Transfer-Molded Package for TPMS

35 Wireless Control: Market Description Uni-/bi-directional RF transmission within ISM* frequency bands: $ low data rates (up to 100 kbit/s) $ lowest power consumption $ short medium range Slide 35 $ Automotive ( Remote Keyless Entry, TPMS, Passive Entry Systems, Keyless Go, Remote Start, Car Alarm Systems) $ Home automation (closures, heating, aircon, lighting control,..) $ Industrial (automation control, electronic shelf labeling,..) $ Consumer (remote controls for TV, DVR,..) $ PC peripherals (mouse, keyboards,..) $ Toys and games (joysticks, gamepads,..) $ Personal healthcare (watch to cellular phone,..) * ISM Industrial, Scientific and Medical frequency bands (315 MHz, 434 MHz, 868 MHz, 915 MHz)

36 Automotive and Consumer Electronics are Different Businesses Automotive Consumer Electronics temperature range - 40 C C 0 C.. 85 C quality requirements extremely high low customer loyalty very high low product life time years years volatility of business very low high volume shipments 100K.. 1mio 10mio.. 100mio Slide 36

37 Slide 37 Never stop thinking.