安全與智慧兼具的未來汽車電子 技術趨勢 Drive smart, Drive safe 郭益宏行銷經理汽車產品事業部意法半導體 SH Kueh Marketing Manager Automotive Product Group STMicroelectronics
STMicroelectronics: Automotive Snapshot 2011 Automotive Semiconductor ranking 2 2011 Rank 2012 Rank Company Name 2011 2012 Revenue($) Revenue($) Revenue Percent Change Revenue Percent of Total Revenue Cumulative Percent 1 1 Renesas Electronics Corporation 2,778 2,817 1.4% 11.6% 11.6% 2 2 Infineon Technologies 2,417 2,399-0.7% 9.8% 21.4% 3 3 STMicroelectronics 2,022 1,890-6.5% 7.8% 29.1% 4 4 Freescale Semiconductor 1,833 1,633-10.9% 6.7% 35.8% 5 5 NXP 1,484 1,471-0.9% 6.0% 41.9% 6 6 Robert Bosch 1,353 1,299-4.0% 5.3% 47.2% 10 7 ROHM Semiconductor 698 975 39.7% 4.0% 51.2% 7 8 Texas Instruments 1,022 882-13.7% 3.6% 54.8% 8 9 Toshiba 756 778 2.9% 3.2% 58.0% 9 10 ON Semiconductor 739 744 0.7% 3.1% 61.0% 12 11 Sanken Electric Company 580 607 4.7% 2.5% 63.5% 11 12 Osram 638 473-25.9% 1.9% 65.5% 13 13 Panasonic Corporation 459 463 0.9% 1.9% 67.4% 15 14 Analog Devices 361 406 12.5% 1.7% 69.0% 14 15 Fujitsu Semiconductor Limited 373 385 3.2% 1.6% 70.6% Top 15 Companies 17,513 17,222-1.7% 70.6% All Others 7,296 7,165-1.8% 29.4% Total Semiconductor 24,809 24,387-1.7% 100.0% Source: IHS-iSuppli, March 2013 This ranking includes all semiconductor devices (Discretes, Memories, MEMs, applications specific ICs, etc) for the specified application. Part of Intel revenues have been reclassified in other end markets.
ST: A Winning Player in the Automotive Market 3
4 CAGR 2010-2017: Cars: 5.7% System: 7.3% Silicon: 8.6% Car Radio Antilock Brakes Xenon Light Telematics
ST: In Automotive Application 5 Automotive Product Group Transportation & other Segments Infotainment Body Electronics Chassis-Safety Power Train System Positioning & Telematics Tuners Navigation & Audio Processors Door Modules, Anti-theft Lighting, Wipers BCM HVAC Braking - Steering Active Safety Airbag Engine Battery Mng Transmission Product System AM/FM tuners Audio Amplifiers ClassAB / ClassD High side drivers/switches 32-Bit Auto Grade Microcontrollers Passive safety ICs HEV/EV ICs Product Families Digital radio receivers Satellite radio receivers GPS/GNSS Positioning solutions Navigation, CD and media processors Infotainment voltage regulators Analog Audio Processors Low Side drivers/switches High side drivers/switches for 24V Door module drivers Motor driver ICs Voltage regulators Power management system ICs Communication transceivers Alternator regulators Configurable drivers/switches Valve driver ICs Engine control ICs Active safety ICs Ignition controllers and drivers Chassis ICs
ST Automotive: Large Semiconductor Technology 40nm CMOS video processor For Active Safety 40nm CMOS For GPS and Navigation Portfolio 6 CMOS Video Cameras For Active Safety 0.13um BiCMOS RF 24/77GHz Radar For Active Safety PMOS, IGBT, VIPower For Power Drivers 55nm e-flash For Automotive Microcontroller MEMS For Smart Sensing POWER D ANALOG B DIGITAL C 0.16um BCD Smart Power For Safety, Power Train, Body, Chassis BCD module for Electrified cars Transformer, thick copper Cu 10 µm
7 Trends: - Drive Smart & Drive Safe
Drive Smart: Towards Fuel Efficiency 8 Progress on CO 2 Emission reduction Progress on Pollutant Emission reduction 95 gco2/km in 2020 EU target Present Trend 120 167gCO2/Km 2015 China target Gasoline Engine Tighter emission limits are implying a larger (and more performant) electronics content Heavy diesel Engine 2000-Sep China I 2003-Sep China II 2008-Jan China III 2013-Jul China IV 2000-Jan China I 2003-Sep China II 2007-Jul China III 2013-Jul China IV
Energy Saving: from Hydraulic to Electric 9 9 L9958/59 L9935/42 Door Zone L99DZ70/8x, L995x Throttle Valve AFS Several Flaps Seat Belt Tensioner Front Wiper L99H01 L99ASC02 Sun Roof Motor Cooling EPS L99ASC02 VVT L99ASC03 L9906 Seat Control Rear Wiper VN630 : Brake by Wire L9906 L99ASC03 Trunk, Tail Gate Water Pump Oil Pump Vacuum Pump etc.. L99ASC03 Park Brake L99H01 HVAC VNHxx future standard L99MD01/02 Sliding Door L99ASC03 L99ASC02 Power Window L99DZ8x + VNH7013 Fuel Pump L99ASC03 DC Motor Low current Mechatronic DC Motor DC Motor High current Electric Motor is expected to be exponential in the next years ST Mechatronic BLDC Motor BLDC Motor - integration expertise, leadership Stepper Motor ST enablers: super - integration expertise, VIPower+BCD+MOS leadership Wide Integrated Circuit portfolio required from EPS to small flap driving along with expertise on control algorithm Mechatronics as future standard implementation
Hybrid, EV a Long Path to Start BUT ST Solution for Market-To-Be 10 Traction Inverter DC/DC Converter Auxiliary Inverters Plug-in Battery charger Battery Management Key Products Power MOSFETs & Modules SPC56 32-bit Auto Grade Mcu s Power Schottky Diodes Power Management & Regulators ICs for Battery Management Intelligent power switches
Progress on Vision Zero 1998 0.3 Fatalities /k vehicles 2008 0.15 Fatalities /k vehicles Drive Safe : With Intelligent Car 11 Sensing Processing How to reach that? Pervasion of passive safety in all countries Advanced / Active Driver Assistance Improved quality in all steps Action From PASSIVE to ACTIVE Safety Curve Warning Pedestrian Active front lighting Warning Lane Departure Warning Auto Braking Communication & Emergency
Active Safety: Overview & Technologies 12 Critical Technology Vision Processing Vision Sensing Radar Processing ST Capabilities Co-development with WW leader MobilEye High dynamic range & high sensitivity process ASIL-D knowledge & embedded tech. Product Examples EyeQ1, EyeQ2, EyeQ3 Front & surround view Cmos sensors Leopard MCU, Baseband Processor 24/26 GHz Sensing World s first production SiGe part 77/79 Ghz Sensing World s highest frequency BiCMOS tech. ASICs with market leaders Rx/Tx Chip sets Example: Vision Processing Roadmap 6x processing power 6x processing power EyeQ1 SOP 2008 EyeQ2 SOP 2010 EyeQ3 SOP 2013
GPS/GNSS Dedicated ADAS Maps Active Safety : Enhanced Safety Solutions Camera Long Range Radar Short Range Radar 13 13 Advanced Driver Assistance System processor Slope Warning Curve Warning Active front lighting Pedestrian detection Lane Departure Warning Auto Braking
Conclusion 14 ST will remind focused in Automotive to keep and improve in its leadership position. Automotive is a key sector for ST overall growth and sustainability. China is a strategic region for ST Automotive Product Group
Drive Smart, Drive Safe 15
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