STMicroelectronics Greater China & South Asia Region Automotive Electronics BU

Transcription

1 STMicroelectronics Greater China & South Asia Region Automotive Electronics BU Arrow ST Day MH Tey 28/May/2017

2 Presentation Content Our Performance & Position Market Information Key Growth Drivers & Focus Application Distribution Cooperation Program & Our Support Executive Summary

3 Automotive Microcontrollers Radar & Vision ADAS ST: Global and Diversified Automotive Leader Broad Automotive Offer Infotainment and Telematics Automotive Sensors V2X Power & Smart Power 32 % of ST revenue with over 30 years experience 2016 Market Share (on SAM) 9 % 2015 >$2.2B Revenue +6 % Y-o-Y $2.1B Revenue 3 # 1 Engine Smart Management 24 GHz RADAR ADAS Safety Entry & Mid-end Telematics Car Audio Amplifiers GNSS Power ST Leadership in key Automotive Applications Source: Strategy Analytics, ST

4 Strong Commitment to Automotive 4 Market Leader in US satellite radio market 10 Million car radio Processors shipped ~36 components on average for each new car produced Up to 800 components in premium models 8 out of 10 cars shipped with an ADAS system on board had an ST ADAS on board >10 Million cars equipped with ST RADAR Transceivers >50 Million 32-bit MCUs shipped 3 out of 4 cars produced have at least one ST component in Engine Management 2 Million Protection Diodes & Filters shipped every day 420 Million Power Transistors shipped 2 out of 3 cars produced had at least one ST component in braking 3 Million VIPower chips shipped every day 1 Billion Lamps (1 out of 2) driven by ST 1 out of 4 Infotainment systems had an ST GNSS receiver 2 out of 3 cars produced are equipped with an ST Sound System

5 ADG: Broad Coverage of Automotive Applications Digital Tuners Positioning & Telematics Charging (12V) Analog Tuners Active Safety EV Battery Management Satellite Radio Airbag Car wiring and networking Thermal Engine Control Car Infotainment Processors Audio Electrical Engine Control Automatic Transmission Door & Mirror control Lighting Car Radio Vehicle to X (vehicle to vehicle vehicle to infrastructure) Steering (EPS) Suspension Braking (ABS, VDC)

6 Emission Standard: Market Information China V will be fully implemented by 2018-Jan. China VI was announced on 2016-Dec and fully implemented in 2020-Jul, implemented in Shanghai, Beijing in 2017; Off-road vehicles: China III has been implemented in 2016-Apr-1 st. Scooter market: Official China IV implement date is now set on 2018/7/1. China V on Y2021; Both global and local players start and kick off the scooter ECU project. China Fuel Consumption Evaluation Methods and Targets for Passenger Car GB27999 was effective on 1-Jan Target is 5L/km in 2020, 4L/km in 2025; Car maker who is not meeting the CAFC will be punished. NEV Credits temporary management regulation is proposed on 2016 Oct. Target 2Msets NEV in Msets in 2025 China NEV sales booming: 331Ku/Y15, 507Ku/Y16, Y17 target 800Ku. CAFC (Corporate Average Fuel Consumption) Year CAFC requirement allowance CAFC limit value (L/100km) % % % % % % % % % NEV Credits:

7 The Rapidly Transforming Car The automobile is being transformed by connectivity and technology improving safety, enhancing the driver experience and lowering the environmental impact Safer Assisted driving, autonomous driving Enhanced vision Precise positioning Active safety Adaptive lighting, auto braking, auto steering More Connected Vehicle to vehicle, vehicle to infrastructure communication Smartphone integration Enhanced telematics, insurance box Data and video streaming Cyber security Greener Vehicle electrification Efficient engine management Eco Navigation Efficient LED lighting

8 Semiconductors Leading the new Mobility Transformation Electronic Component as % of Vehicle Cost (*) (*) Data source: 50% 30% 35% 10% to 2021 Automotive Semiconductor market Courtesy of Audi Semiconductor Market CAGR +3.3% Automotive Semiconductors +5.2% Other Infot ADAS 32bit MCU Smart Power Power

9 Manufacturing in China Core material made or supply from China Core technology from China or co-develop with China company 10 key focus industry Made in China 2025

10 RKA Versus Mass Market Customer Y2015 Y2016 Y2017E Y2018F Y2019F Y2020F M.Market (M$) Y2015A Rank Customer Y15 (M$) Y16 (M$) Y17T(M$) 1 Direct Disty Arrow Direct Disty Disty Disty ? 8 Disty Disty Direct Y2017F Mass Market, 33.1M$ (38.5%) Direct customer, 53M$ (61.5%) Mass Market, 60M$ (58.0%) Direct customer, 43M$ (42%)

11 Silicon motor driver advantages vs. relays Silicon can t be cheaper then relays, but Well-known advantages of relay replacement Features Longer operating life (>10x) Protection capabilities (e.g. motor short to GND or V BAT ) Weight saving Diagnostic capability No Mechanical Noise Benefits Better reliability Reduction of CO 2 emissions Reduction of space especially for size critical ECU Feasible for Functional Safety related ECU Quality Feeling without noise PWM capability for power window, sunroof, memory seats, Features PWM capability up to 20kHz Make possible closed loop control of speed and torque Benefits PWM mandatory to regulate the speed in load varying applications (sliding door and assisted trunk gate) End customer has a high quality feeling (closed loop control of the speed) Motor torque control makes easier implementing of anti-pinch Motor torque in stall can be adjusted positive impact on cables sizing plus rails and motor gear lifetime

12 Motor Control Driver: Covering a wide range of Applications Wiper & Dual Washer Pump VNH5050A VNH7040AY E Mirror L99MD02 for XY adjustment VNH5200S for mirror fold Window Lift Sun roof, Sliding Door VNH5019A VNH9013Y* for high current power closure Door Lock VNH7100AS/ VNH5200S for lock control 7 Motorized Seat Belt Tensioner VNH5019 for tensioner motor Air Inlet Flap Control (AGS) VNH7100AS for flap driver 8 6 EV Charge Gun Lock VNH7100/7070, VNH5200 for Lock Seat Positioning VN7010AJ for heating VNHXX for for adjustment Sun blind VNH7100AS/ VNH5200AS for sun blind motor Power trunk VNH5019/50 for gate movement VNH7100AS for lock control Under development Coming Soon

13 Emerging applications for DC motor Drivers Electric Drawing Door Low Power H-Bridge VNH7070 Active force feedback pedal High Power H-Bridge VNHD7012AY/VNHD7008AY E-Shift Low Power H-Bridge VNH7100AS/VNH7070AS Exhaust Flap Sound Flap Control Low Power H-Bridge VNH7100AS/VNH5200AS Deployable Door Handle for Door Modules Low Power H-Bridge VNH7100AS/VNH7070AS Trunk Cover sheet Motor Medium to High Power H-Bridge VNH5050A/ VNH7040AY/VNHD7012AY/VNHD7008AY Camera Folding Low to medium Power H-Bridge VNH070AS / VNH7040AY Spoiler Adjustment Medium to High Power H-Bridge VNH7040AY/ VNH5019A/VNHD7012AY Power Sliding Door High Power H Bridge VNH5019 for sliding motor Low Power H-Bridge VNH7100AS/VNH5200AS for door lock Exhaust Gas Recirculation systems Low Power H-Bridge VNH7100AS/VNH5200AS

14 Motorized Seat Belt Tensioner Grill Shutter Actuator MSB appears as derived function following the fast growth of ADAS feature eg collision warning. ECU requires PWM, current feedback and need to be small. Demand in China for MSB will reach 500kset in Y2018, 1.5Mset+ in ECU Block Diagram GSA (also called Air Inlet Flap) is used to help fine tune the temperature in engine cabin to achieve best engine efficiency. To help fine tune car s windage resistance. GSA is very useful in EV car as EV is temperature sensitive ECU requires Precise flap position control thus need PWM. Size to be extremely small. DC Motor nominal current <2A, VNH7100AS is suitable. LDO L5150BN H-bridge VNH5019A M Driver Seat Belt CAN MCU H-bridge VNH5019A M Passenger Seat Belt Hall sensor input

15 Mirror Lock & Closing DOOR ZONE Application Window Lift Heating Fold and Adjustment Blind Spot Indication Convenience Lights Camera * Side Marker Lock & Deadlock Door closing assitance * PWM Mode Sun Blind Exterior Lighting EC Glass Side Repeater Puddle Lamp LEDs/Bulbs Strong Growth Rate Fast discharge* * Future Trends (Ambient) Light Switch Illumiation More LEDs Independent PWM for LEDs Mirror Heating Defroster Fast de-icing* Door Zone device is a Single Package solution housing all the actuators for Car Door loads.

16 Door Unit de-localization Trend is coming ST is the Market Leader World-wide car-makers following the German moved already to de-localized architecture since 2003 due to Increasing number of various loads especially for comfort & convenience functions Wire harness optimization Minimized System Quiescent Current Simplified Door/Window Mechanics Space and Weight Reduction Improved Reliability Door-zone concept is widely adopted in major European and US car makers, and recently accepted in Korean OEM. Now happening in China. ST is market Leader for ASSP for Door Zone applications with 80% market share WW! Latest product family launched in 2016

17 Advantages of Smart IC solution Release hands during trunk open and close (eg: hands full of things, dirty trunk lid) Easy handle for short people who s not tall enough to reach open trunk lid (especially SUV and MPV) According to Strategy Analytics, 1Mset cars with PLGM in China by The quantity does not include aftermarket. Pro of ECU with smart Hbridge Small Size: Allow ECU to be flexibly placed in the limited trunk body Premium User Feeling: o No mechnical noise o Much longer life time o Much Lower PPM Simple ECU HW design: protection and diagnositc function easily achieved with highly integrated device Some Tier1 (Power Trunk system provider) or Car maker will request ECU supplier to use silicon instead of relay. Many Conventional Local Body customers start to enter this field, 10+ new player already identified. Advantage LDO L5150BN CAN PLGM ECU Solution MCU H-bridge VNHxx H-bridge VNHxx H-bridge VNHxx HSD VN70xx optional Hall sensor input 1 or 2 M M M M Power Stick Trunk Lock Customer D-Status Y2015 (k$) Y F 2018F CtmA D-in & win CtmB D-win CtmC D-in CtmD D-win

18 Booming Market & Application Small Engine EMS Market Information China Scooter / Motorcycle maker & market information : Government & policy driven, CN4 by Jul 18 EFI Scooter: better fuel consumption & improve emission High local TAM, expecting 13M/sets in Y2019 Export market : middle-east, about 1M/set per year Our Solution & Support Total ST Solution : PowerPC + L9177A Mature and proven solution (design win) with both global and local customer. Offer and able to support with Demo, reference design, HW, SW and even with turn-key solution. Today EFI scooter / motorcycle in China is mainly for high end (2cyl) and export only. Many design-in and opportunities with local Scooter / motorcycle makers, Carburetor, and Ignition makers India and after Market ( SA + Taiwan ) Opportunity : India market 2 & 3 wheeler, 17M/sets in Y2016 After market -- > 15M/sets in SA + Taiwan market. Mainly for racing and performance enhancement General purpose engine (snowplow, variable-frequency generator, Hay mower and boat) in Europe, America and Australia market Policy driven, efficiency and CO emission standard. Carburetor engine facing difficulty to ignite / start during winter or low temperature.

19 VNH9013 Booming Market & Application Electronic Parking Brake L9001 SPC560P50L3 L9369 Market Information High TAM and CAGR Today, dominated by Global Tier 1 and mainly on mid and premium car. EPB is getting popular and would replace the traditional mechanical leverage solution due to its benefits of safety/convenience/comfort. Assembly ratio will be higher and higher, may become standard configuration in high / mid and even the low end local car models Local players are gaining market share in local Car makers. Our solution & Support Total ST Solution: PowerPC, Regulator L9001, Pre- Driver L9369, MOSFET VNH9013. Mature and proven solution (design win) with both global and local customer Offer and able to support with Demo, reference design, HW, SW and even with turn-key solution thru our IDH. 70M$/Y Data sources: strategy analytics 2017 Jan

20 Booming Market & Application Hybrid (ABR/BSG/ISG) Market Information High TAM and CAGR China Fuel Consumption Evaluation Methods and Targets for Passenger Car GB27999 was effective on 1-Jan Target is 5L/km in 2020, 4L/km in 2025; Local car maker who failed CAFC will be punished. ABR is target as short term solution which can improve about 5~6% fuel saving. 48V BSG is getting more and more popular, which can improve about 8~16% fuel saving. All local Alternator players have started to evaluate these solution. Our Solution & Support ST total solution: PowerPC, Regulator L9001, L9907 Design-in and many opportunities with both global and local customer Offer and able to support with Demo, reference design, HW, SW and even with turn-key solution thru our IDH Data sources: strategy analytics 2017 Jan

21 Squib drivers A new application on the horizon Growth of safety concerns and (H)EV mobility is allowing the birth of a new application use case for ST squib drivers 90% of road traffic accidents cause subsequent fire at speeds > 80 km/h So far 2 cases are emerging: Battery cut-off (PV and others) To interrupt the battery line in case of crashes (e.g. earth fault of the thickest electrical conductor, the cable between the battery and the starter / generator) Battery fire-off (e.g. electric buses) To extinguish the possible fire starting from the engine compartment and spreading to the rest of the vehicle

22 L9660 (4 ch squib driver) Ctm: Kopt & VW Braunschweig Project: VW MEB2020 Bmc6E (e-up, e-golf, Passat-GTE, ) SOP 2019 Up to 1Mpcs/y (PVO $5M) Squib drivers Battery cut-off JUST AWARDED

23 Dedicated Devices for GCSA (NPP / NPR) Chinese Strategic Customer L9788 SOP 2017 PVO: 50M$ L9002 Under evaluation SAM: 50M$/Y SiP Under evaluation Strategy Cooperate, Define & develop more local dedicated device With local identify strategic Customer Part number L9779 L9915B L9916 L9177A/SiP L9788 L9915N L9002 UAH2 L9X63 L9918 L9779 SOP: 2013 PVO: 15M$ L9915B SOP 2015 PVO: 1M$ Key Customer/Projects Kesens/ Dalian Yite, BYD, AECS, Ouyi, EXON, Sunteck, Jinmei Halla/ DFM Yulong Project Yunyi, USI, Halla, Actron, Unipoint UAES, Delphi, Kesens, HonorSky, Keihin, Kymco, JinMei, AECS UAES/ UP8.0; UAES/ UD8.0; VCU8, BMC, Delphi Yunyi/ Nissan L9916 SOP 2016 PVO: 50M$ L9177A SOP 2016 PVO: 20M$/Y Weichai, DalianYite, epower, DFM, Weifu, DIAS, LianKong, LY Tractor, Ouyi,CAERI, Ecteck, Wuxi FIERI Yunyi, USI, Halla, Actron, Unipoint IMECAS, CATL, MengGuLi, BYD, YiNeng, GuoNeng Yunyi, USI, Halla, Actron, Unipoint L9x63 SOP 2019 PVO: 25M$ L9915N Under evaluation SAM: 2.5M$/y L9826 Under evaluation SAM: 4.5M$/y L9918 SOP 2019 SAM: 16M$/Y

24 SPC5x 32-Bit MCU s Value Position 32bit Microcontroller dedicated to Automotive Supreme Quality & Reliability AECQ, Safety and Security More than 150 Part number Available Shipped more than 100M Parts Zero ppm target

25 ST PowerPC Microcontroller Portfolio & Performance SPC5 Family the solution for your applications Bernina Eiger SPC5x business : Overall : Very strong growth Chorus Chorus Pictus 40nm SPC5x business : Mass market : Flying, exponential >500% >100%

26 Modules Level Reference SW Application level Reference SW PWT line C&S line Body line PWT line C&S line Body line Total Reference SW to CTM ~100 reference software demo of modules level to shorten customer design cycle Application level software: knock detection, bootloader and etpu for system prototype Shanghai : June 6 Shenzhen : June 8 Beijing : June 13 APG Micro Wave-Attacking & Promotion Year Technical support 200+ CTM OPL answered or solved cooperatively with regional FAEs and Disty FAEs Trouble shooting and failure case support SPC5 Studio Support Validate 9 product line x 10 revisions and report in tracking list Collect market feedback for IDE improvement Dedicated workshop to Disty and Customer to extent SPC5 Studio ecosystem 20% Y2017 APG MCU Technical Day Training to CTM 100+ hours training from ST to customer enhance SPC56 knowhow and SPC5 Studio competence 80+ hours training from Disty to customer

27 Distribution Cooperation Program 4 key selected partner 28M$ POS, 30% overall Average with +25% Growth All AE BU involved 12 trained & dedicated FAE 2015 PT&S & PPC 2017 FAE Expert Committee Promotion & Partnership.. Competency & Self Initiative POS Booster Program 2014 Body Exploring beyond traditional Application..

28 Distributor FAE Certification Program Customer Allocation Margin Support customer with total solution development Joint development with customer Develop dedicate reference design Familiar with market status Competitor Analysis report Support customer with ST reference design Solution Review Project Monitor Reference Software/ hardware Hand on training Application Knowhow transfer Focus on advanced application Conduct ST Product & Marketing Presentation Familiar with ST solution for dedicate application Answer questions from customer base on ST available documents d Product Training Market training On & Off regular technical support Reduce Support Load d d Disty FAE 50w BLDC water pump full productive design from Array ST Application & Marketing

29 Technical Support Local Language Selection Guide / Product Brochure External Component Calculation Guide Selection guide, fighting guide, Application Note IC Validation Board IC Validation GUI Application Demo Board Application Demo GUI Low-cost Package-board for easy & quick evaluation Documentation Enrich Hardware Tooling Development Application Brain Storming with Car Maker Training & Support to Local customer Technical Workshop with Disty FAE SW/ HW review, thermal analyze Application Example Engine digital knock detection FOC control strategy Airbag U chip System Solution Motor control board for blower Engine Control System UP8 ECU A sample integration support GTM SW development MCAL code review & debug MT20.1 Project Build environment set up Customer / Disty Technical Competency Enhancement Reference Software Reference Hardware Joint Development GCSA Application Support Team 5.0+ Year Average Technical and application Experience 20+ Field / Application Engineer IDH Local Key Software Houses L9916 Alternator AR test bench Market survey System Architecture evaluation Joint Spec definition with Customer Silicon validation In application validation Local dedicated ASSP

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31 Thank You!