Automotive Ugo Carena Corporate Vice President Automotive Products Group (APG)
ST Growing Faster than the Market Early phase: smart power Transition to digital core Full system solution approach APG sales 1400 1200 1000 800 600 400 200 30 25 20 15 10 5 5 year CAGR (%) 0 2002 2003 2004 2005 2006 (*) APG sales 5Y CAGR MKT 5Y CAGR APG 0 Sources: ST, Strategy Analytics (SA) (*) : SA market preliminary estimate
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
Innovation Trends In Automotive Reduction of Vehicle Emission Evolution of Car Infotainment Convergence of Integrated Safety Migration to Smart Junction Box
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 2005 2000 Euro4 Multicatalyst Variable Compression Ratio Cylinder De-activation Lambda Sensor GASOLINE TECHNOLOGY
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
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 2007 2010 2013 <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 (*)
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.
Car Safety Legislation Roadmap Technical Trends Alcohol ignition interlocks - 2012 Smart belts - 2008 Driver fatigue detection - 2010 Whiplash protection - 2008 E-call system - 2009 Occupant detection - 2010 Tire pressure monitoring - 2008 Standard ABS - 2003 Electronic stability control --2006 Brake assist system - 2010 Active Safety Front-lateral airbags - 2008 Advanced child restraint - 2006 Speed adaptation - 2010 Basic ADAS --2009 Advanced ADAS --2012 Curtain-rollover rollover airbags - 2010 Anti-collision system - 2014 Event data recorder - 2009 Passive Systems
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
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
Car Infotainment Driving Silicon Content Full Radio Solution Satellite Radio Receiver INTEGRATED INFOTAINMENT $30-$120 Navigation Telematics A/V Entertainment Infomobility Car to Car Communication Audio Amplifiers 1970 1980 1990 2000 2010
Driving the Evolution of Car Infotainment From expensive systems to advanced portable navigation devices Mastering all technologies to drive in-vehicle A/V
ST Leadership in Automotive Customer Partnership Leading Technologies IP Collaboration Excellence in Quality Innovation Excellence in Service Leader in Automotive
2007 Automotive Growth Drivers Electronic & semiconductor pervasion in the car Multiple air bags for low end models in Europe, USA and Japan Euro4 / 2008Carb conversion in Power Train Automotive and Infotainment full system solutions for the Chinese market Portable navigation through GPS modules Satellite radio US$ 350 300 250 200 150 100 50 0 Electronics Content per Car 2004 2005 2006 2007 N. America Europe Japan China Source : SA