Automotive. Ugo Carena Corporate Vice President Automotive Products Group (APG)

Transcription

1 Automotive Ugo Carena Corporate Vice President Automotive Products Group (APG)

2 ST Growing Faster than the Market Early phase: smart power Transition to digital core Full system solution approach APG sales year CAGR (%) (*) APG sales 5Y CAGR MKT 5Y CAGR APG 0 Sources: ST, Strategy Analytics (SA) (*) : SA market preliminary estimate

3 Automotive Semiconductor Ranking 2006 Ranking WW USA China ASSP & ASIC 1 FSL FSL ST ST 2 IFX ST FSL FSL ST #1 in ASIC, ASSP, Body Control Modules, Digital & Analog Car Radio 3 4 ST TI IFX NXP IFX TI IFX NEC Leader in 16-bit µc and growing in fast emerging 32-bit µc 5 NXP Delphi NXP NXP Leader in the Technology Convergence and System Integration Source: Dataquest: 2006 preliminary estimate

4 Innovation Trends In Automotive Reduction of Vehicle Emission Evolution of Car Infotainment Convergence of Integrated Safety Migration to Smart Junction Box

5 Vehicle Emission Reduction From Conventional Power Train to Hybrid Vehicles Euro6 / 2015EPA Full Hybrid Multi storage Turbocharging Cylinder De-activation Magnetic Injector Common Rail Small Engine Variable Geometry 2008 Euro5 / 2008Carb / 2010EPA Direct Injection (GDI) Variable Valvetrain Piezo Injector Euro4 Turbocharging Drive-by-wire Distributor Pump DIESEL TECHNOLOGY Euro4 Multicatalyst Variable Compression Ratio Cylinder De-activation Lambda Sensor GASOLINE TECHNOLOGY

6 Power Train Product Portfolio #1 in Injection: Magnetic Injector Controllers Piezo Injector Controllers Gasoline Direct Injection Common Rail #1 in Turbo Controller Gasoline and Diesel Turbo Controller Euro5 Small Engine Turbo Management Pump Controllers #1 in Drive-by-Wire Engine Variable Valve Train Controllers Variable Geometry Controllers Multi-Catalyst Controllers Lambda Controllers

7 Innovations in Power Train Conventional Power Train: Silicon per System: $40 Hybrid Power Train: Petrol & Diesel Silicon per System: $140 Emission Reduction < EURO-3 EURO-3 EURO-4 # of vehicles <30M <10M <35M <20M <10M <10M <40M <30M EURO-5 <10M <40M EURO-6 <10M Sensors 6% Smart Power 16% PowerMOS / IGBT 65% Micro 7% Battery Control 6% 2.5M vehicles estimated in 2011 (*) Source: SA (*)

8 Active to Passive Safety Control Evolution Reduction of Fatalities Estimate of Fatalities Reduction ) Accident probability Rear 2 way Crossing Accelerated driver reaction Active Safety introduces pedestrian detection & vehicle communication, reducing reaction time and fatalities.

9 Car Safety Legislation Roadmap Technical Trends Alcohol ignition interlocks Smart belts Driver fatigue detection Whiplash protection E-call system Occupant detection Tire pressure monitoring Standard ABS Electronic stability control Brake assist system Active Safety Front-lateral airbags Advanced child restraint Speed adaptation Basic ADAS Advanced ADAS Curtain-rollover rollover airbags Anti-collision system Event data recorder Passive Systems

10 Convergence Towards Active Safety Convergence of Multiple Technologies Radar Power Night vision Vehicle & Lane MEMS Emergency call Camera Night Video processing Safety $60 full kit value TAM > $1B in 2010 Pedestrian Source : SA

11 Car Body Migration to Smart Junction Box Smart Junction Boxes enable savings of up to 20% on vehicle electric and electronic distribution system costs, while providing additional functionalities Leveraging ST technologies: BCD Vertical Power Embedded flash EEPROM BiCMOS Radio Frequency Sensor Camera RF IC ASSP µc VIPower

12 Car Infotainment Driving Silicon Content Full Radio Solution Satellite Radio Receiver INTEGRATED INFOTAINMENT $30-$120 Navigation Telematics A/V Entertainment Infomobility Car to Car Communication Audio Amplifiers

13 Driving the Evolution of Car Infotainment From expensive systems to advanced portable navigation devices Mastering all technologies to drive in-vehicle A/V

14 ST Leadership in Automotive Customer Partnership Leading Technologies IP Collaboration Excellence in Quality Innovation Excellence in Service Leader in Automotive

15 2007 Automotive Growth Drivers Electronic & semiconductor pervasion in the car Multiple air bags for low end models in Europe, USA and Japan Euro4 / 2008Carb conversion in Power Train Automotive and Infotainment full system solutions for the Chinese market Portable navigation through GPS modules Satellite radio US$ Electronics Content per Car N. America Europe Japan China Source : SA