Automotive. Ugo Carena Corporate Vice President APG. Field Trip London, May 23rd

Transcription

1 Automotive Corporate Vice President APG Field Trip London, May 23rd

2 ST Automotive Sales and Market Share Evolution CAGR Market : + 10 % ST: + 19 % Transition to digital core Full system solution approach 2005 Growth Market : + 5 % ST: + 8 % APG sales Early phase: smart power ST Market Market share (%) Source: ST, isuppli Sales Market Share (%)

3 ST: Broad Range Supplier in Automotive Powertrain Market leader in Gasoline and Diesel Injection: > 35% market share * Car Body Market leader in door control modules: > 20% market share* Safety Market leader in ABS, Air Bag, Vehicle control: > 40% market share* Infotainment Market Leader in Power Amplifier and Digital Broadcasting : > 50% market share * * Source : Strategy Analytics (SA) 2005, ST data

4 ST Product Strategy in Automotive ASIC Lead R&D and technology roadmap Meet strategic partners needs Hi-end products with higher ASP Advanced safety Euro 5 Injection Hybrid vehicle Vehicle control Infotainment ASSP Meet the standardization market evolution Drive the emerging markets expansion Offer system kit solutions Power Supply Battery charging Car Radio Air Bag 4 cylinder Injection

5 ST Commitment in Automotive R&D Advanced Safety Drive by wire Camera Car sensors ST increased Automotive R&D resources by 30% to meet increased market demand for innovation Car networking Hybrid vehicle Low emission engine Infotainment

6 Innovative Applications Hybrid Vehicle: the future of mobility Integration of a combustion engine with an electrical motor Hybrid vehicle production will exceed 2.5 M units in 2011 (Strategy Analytics est.) Almost 50% of the base cost of an hybrid vehicle is made up by electrical systems compared with 15% for the conventional car ST developing hybrid vehicle components with a major Japanese OEM > $ 80 full kit value

7 Innovative Applications Pre-crash and driver information system: the future of safety Convergence of multiple technologies Night vision Radar Power MEMS Emergency call Camera Pedestrian protection Video processing Safety $60 full kit value TAM > $1B in 2010 Source : SA

8 Innovative Applications Connectivity, Video and Navigation: the future of Car Infotainment Navigation Leveraging on ST leadership in Home, Mobile and Personal Communication to address Advanced Multimedia in the Car Digital Mobile Video Traffic Info + E Call $75 full kit value TAM > $1.5B in 2010 Voice Recognition Source : SA

9 Mastering Satellite Digital Broadcasting SDARS Baseband SDARS Front-end NEWS & SPORT MUSIC WEATHER *Source: Sirius, XM ST market share * BB decoder : approx. 70% FE chip : approx. 50% TRAFFIC INFO

10 Leadership in Power Train ASSP ASIC 4 Cylinder Injection > $20 kit value Gasoline Direct Injection > $30 kit value Automatic Gearbox > $30 kit value Diesel Direct Injection > $40 kit value * Source : SA Power Train 2005 TAM *: $3.6 B

11 Leadership in Safety ASSP ASIC Air Bag Vehicle Stability Control > $25 kit value > $30 kit value Power Steering Advanced Braking > $15 kit value > $20 kit value * Source : SA Safety 2005 TAM *: $3.5B

12 Leadership in Car Body ASSP ASIC Light Center > $25 kit value Tire Pressure Monitor > $15 kit value Door Zone & Positioning Systems Climate Control > $22 kit value > $6 kit value * Source : SA Car Body 2005 TAM *: $3.8B

13 Leadership in Car Infotainment ASSP Digital Car Radio ASIC Navigation OEM Aftermarket > $15 kit value > $20 kit value Digital Mobile Video Multimedia Convergence Audio & video processing GPS UMTS Bluetooth + WLan > $20 kit value Speech processing > $25 kit value * Source : SA Infotainment 2005 TAM *: $2.8B

14 ST Business Model Evolution in Automotive System superintegration with ASIC development for market leaders Partnership with competitors Customer IPs integration and foundry System definition with car makers

15 TM Joint Development Program Driving the 32bit automotive microcontroller roadmap defining a de-facto standard Gateway Enabling real Software portability Power Train Drive-by-Wire Braking Systems Suspensions Control T M Enabling a real dual source concept Optimizing R&D investment effectiveness securing products and technology development execution

16 ST Competitive Advantages in Automotive Outperforming market growth Expanding the strategic client partnerships in new geographical areas Contributing to the excellence in innovation by the convergence of ST technology portfolio and IPs Driving the Quality of the manufacturing machine Internal second source assured to Customers across all process families High profitability