Field Trip London, May 27th

Transcription

1 Field Trip 2008 London, May 27th

2 Microcontrollers, Memories & Smartcards Claude Dardanne Corporate Vice President Microcontrollers, Memories & Smartcards

3 Focusing on Embedded NVM Technologies Embedded NVM technologies 1, Embedded Flash processes Embedded EEPROM processes Standard Microcontrollers Smartcard IC s M$ % Pure NVM technologies EEPROM processes Serial EEPROM Application Specific Memories MMS Revenues MMS Share % Source: isuppli, WSTS 3

4 Standard & Dedicated Microcontrollers Shared Technology and MCU platforms Advanced Embedded NVM NVM Processes -- 90nm 90nm e-flash 130nm 130nm e-eep e-eep Dedicated Microcontrollers TV MCU Monitor MCU Smartcard MCU Automotive MCU Standard Microcontrollers Advanced CPU CPU Core Core -- 8-bit 8-bit :: STM8 STM8 32-bit 32-bit :: STM32 STM32 4

5 Standard Microcontrollers: Advanced Platforms 32-bit STM32 Based on on Cortex M3 M3 core core Very Very high high performance Covering both both16&32-bit market needs Focus on on ultra ultra low lowpower ST WW leadership 8-bit 8-bit STM8 8/16-bit architecture Enhanced CISC instruction set set Focus on on ultra ultra low low power 5

6 Some Applications Using the STM32 Industry leaders choose STM32 for key programs Medical / Low Power Glucose meter Respiratory help Building Security / Fire / HVAC Metering, alarm & security systems Air conditioner BG Tech Consumer Set-top box Remote control Printer, Game controller GPS platform Garmin Appliances Dryer, Washing machine Coffee machine Dishwasher Danfoss Industrial Automation Arc fault detection Programmable logic controllers User interfaces Delta Point-of-Sales Bar code scanners Card reader Tolling 6

7 Smartcard IC s Market Focus Mobile Communications (SIM, USIM, NFC Router) Advanced 90nm Flash technology New 32-bit ARM high security platform NFC complete solution (Router + SIM with SWP) Secure Smartcards (Banking, ID, Transport) 0.13µm EEPROM technology New 8-bit ST23 high security platform High performance contactless products Secure Conditional Access (Pay TV & Trusted computing) 0.13µm EEPROM technology Highly secure products for Pay TV Customization & Customer s IP integration TPM & USB solutions for PCs and Peripherals 7

8 Smartcard IC s For Mobile Communications Secure Range Security target EMVCo minimum Mobile Banking Mobile TV Multimedia Secure ARM 32-bits ST33 Flash based ARM 32-bits Classical Range 8/16-bits CPU ST21 Native & ST32 Flash based Flash & E2PROM based Targeted Market 32K 64K 128K 256K MB 8

9 Smartcards IC s For Secure Solutions Specific Interface Contactless, USB, SPI Advanced Crypto Dual Interface Advanced Crypto ST23YRxx E2PROM based Native & USB Adv. Crypto ST23YTxx E2PROM based Contact Advanced Crypto Contact Advanced Crypto ST23YLxx Native & E2PROM based Contact Standard Crypto Contact - Std Crypto ST23YSxx Native E2PROM based 2KBytes 8KB 16/18KB 48KB 80KB 144KB 9

10 Focus on Secure Conditional Access Conditional Access Highly secure products for Pay TV driving ST smartcard security policy Hardware platform synergy with Secure Smartcards Customization / Customer s IP integration capability ST WW leader with ~50% market share in Pay TV IT & Security: Trusted Platforms TPM solutions with PCs & others peripherals USB secure micros secure dongle / mass storage 10

11 Smartcard IC s: Split By Market Segments Focus on Secure Solutions IT Finance Pay TV ID & Transport Telecom 11

12 Serial EEPROM: Split By Market Segments ST #1 Worldwide Supplier* Industrial Automotive Telecom Computer Consumer *Source: isuppli, March 2008 More than 1.8B Serial EEPROM units delivered in Well balanced accross all market segments - Strong focus on Automotive 12

13 Well Positioned For Growth & Profitability Microcontrollers Secure worldwide leadership on advanced 32-bit platform Accelerate STM32 family products proliferation Smartcards IC s Advanced 32-bit secure platform for high end telecom market Focus on very high security platform (ST23 Family) Most Advanced Embedded NVM Processes Memories Worldwide leadership on Serial EEPROM Generate added value products based on advanced EEPROM arrays State-of-the-Art EEPROM Process 13

14 Discrete

15 Discrete: Core Pillar of IMS Sales Well Positioned for Future Growth Thyristors # 1 #1 in Discrete High Voltage Power MOSFET # 1 Strong sales growth: >30% ( ) Protection & IPAD # 1 Leadership in highvoltage/high-efficiency Power technologies Developing new Power technologies for energy efficiency Strong system know-how to support our worldwide customer base Discrete Revenues Discrete :+17.4 % TAM : % Discrete Market Share Discrete :+11.1 % TAM :+ 3.4 % % 8.4% 8.2% 8.0% 7.8% 7.6% 7.4% 7.2% 7.0% *Discrete: Thyristor Triac, Rectifier, IPAD, Protection, Power Bipolar, Power RF, IGBT, Power MOSFET Source: WSTS, isuppli, ST 15

16 Balanced Across All Market Segments Telecom Computer Consumer Automotive Industrial Central Office Mobile DECT Phones XDSL & Ethernet Phone Sets Infrastructure Motherboards HDD Printers Monitors Other Peripherals CRT/LCD TV & PDP DVD & Set-Top Box Portable Audio/Video Digital Still Camera Gaming Other Entertainment Ignition/Injection Alternator Regulator Hybrid Vehicles Car Body Motor Control E-Bike Automation Motor Control Power Conversion Lighting Photo Voltaic Systems Metering Medical Transistors: Bipolar, IGBT, ESBT, MOSFET Rectifiers: Diode, Thyristor, Triac IPAD, Protection Devices 16

17 Success Factors Proprietary leading Power technologies for low and high voltage Complete product portfolio of Advanced Analog, Drivers and Microcontrollers Full range of standard and micro-packages, modules and systems-in-package (SiP) Innovative technologies in die-bonding 17

18 Discrete Growth Strategy Continue to focus on high voltage technologies and product expansion Further expanding into high voltage Power MOSFETs Introducing new high efficiency IGBT for high current applications (>100A) Smart-Power technologies for high efficiency applications Expanding low voltage product portfolio and technologies Reinforcing leadership in high power packages Intelligent Power Modules Hybrid Modules Heterogeneous Integration Entering new applications Hybrid Traction High efficiency Photovoltaic Converters Emerging Lighting Applications (LED, street lighting..) 18

19 Discretes for Hybrid Traction and Photovoltaic Converters 90 kw Hybrid Vehicle Engine: total silicon content > $600 DC-DC Battery-Pack Charger Auxiliary Motor Main Inverter 90 kw Inverters for High-Voltage Auxiliary Pumps discrete e content > $500 3kW Photovoltaic converter: total silicon content > $25 discrete content > $12 19

20 Discretes for Robotics 2kW Module of Distributed Servo Drive: total silicon content > $200$ discrete content > $50 Integration of the Electronic Motion- Control Unit in the Motor Chassis Distributed Servo Drives Embedded Features: Power Supply Real-Time Communication Power Stage Motion Control Industrial Robotic Arm 20

21 Discretes for PET & Ultrasound Diagnostics Positron Emission Tomography: total silicon content > $5000 SiPM + discrete content > $1000 Sensor Stage Digital Power Supply Global Power Management High Voltage Switch for Ultrasound Ultrasound Cart and Portable (Sonography): total silicon content > $450 discrete content > $300 21

22 New Technologies & Products Silicon Carbide (SiC) Diodes High Voltage Ideal for high power and Automotive applications High speed high efficiency rectification Increased junction temperature of over 300 C IGBT Emitter Implant High Voltage From home appliance motor control to electric vehicles Reducing by 30% the power losses compared to present technology Ideal for Intelligent power modules 22

23 New Technologies & Products High Efficiency MOSFET: MDMesh V High Voltage From welding to photovoltaics Higher current density for enhanced efficiency Tailored for high power high frequency conversion High Efficiency MOSFET: STripFET Gen V Low Voltage AlCu TEOS POLY Nitride/PETEOS spacer W-plug source Enrich. body High current capabilities with special packaging for forklifts and e-bikes Tailored for telecom, consumer and computer Very high efficiency for low voltage and high current applications 23

24 ST Power Technologies: Enhancing System Efficiency ST Power technologies reduce power loss while in use MOSFETs: Over 90% efficiency gain since 1995 IGBTs: Over 50% efficiency gain since 1995 PowerMESH SuperMESH MDmesh II MDmesh V -20% -82% -90% 1995 today IGBT Platinum implantation 1995 IGBT Electron irradiation IGBT Emitter implant -30% -50% today 24

25 Global Solution, Global Efficiency 25

26 Field Trip 2008 London, May 27th