Smart Driving ST Leading the Transformation

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1 Smart Driving ST Leading the Transformation Marco Monti EVP, General Manager, Automotive and Discrete Group Marco Cassis EVP, President, Region Asia Pacific Paul Cihak EVP, General Manager, Sales and Marketing, Europe, Middle East and Africa

2 ST: a Global and Diversified Automotive Leader Discontinued Businesses 24% Analog & MEMS (AMG): $1.67B 4% 40% Automotive & Discrete (ADG): $2.73B 2015 Auto Revenues $2.1B with over 30 years experience 2015 SAM Market Share 9% Automotive Microcontrollers Automotive Infotainment and Telematics V2X 2 29% Microcontrollers & Digital ICs (MDG)*: $2.02B Imaging 3% Automotive Radar & Vision ADAS Automotive Sensors Power & Smart Power 1Engine Management 1Smart Power 124 GHz RADAR 1ADAS Safety 1Entry & Mid-end Telematics 1 Car Audio Amplifiers 1GNSS 2 Infotainment Source: Strategy Analytics, ST

3 The Rapidly Transforming Car 3 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 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

4 Semiconductors are Driving Change in the automotive industry 4 Safer More Connected Greener Car Digitalization Multicore microprocessors Sensor fusion Video processing Data streaming Infotainment processors Radio Frequency transmitters and receivers Analog and Power Technologies High integration smart power Power drivers High energy motor controllers Battery managers Video cameras Sensors

5 Semiconductor Content Increasing 5 Silicon Pervasiveness: 2015 semiconductor content per vehicle Safer and More Connected Greener Driving Experience $150 $500 $200 $1,390 $50 $60 $100 $330 Si content Average Car Powertrain Chassis Infotainment & Connectivity ADAS Electrification Premium add-on Si content Premium Car Source: Strategy Analytics, ST

6 Semiconductor Market Growth Automotive Semiconductor market TAM $27B Infotainment $6.0B Power $3.1B %TAM addressed 90 by ST Infotainment $8.6B 2020 Automotive Semiconductor market TAM $38B Power $5.2B Other SAM $4.1B Smart Power $7.1B Other SAM $4.5B Smart Power $8.4B ADAS & e-call $1.3B 32-bit MCU (*) $2.8B ADAS & e-call $3.0B 32-bit MCU (*) $4.0B (*) 32-bit embedded flash MCUs for powertrain, chassis, airbag, ADAS & body ; Infotainment included audio amplifiers Source: Strategy Analytics, ST

7 ST have all the Key Technologies to drive automotive change: digital, analog and power 7 Safer More Connected Greener Car Digitalization Sensor fusion processors 77GHz/24GHz RADAR processors Machine vision processors 32-bit MCUs specific for automotive Infotainment processors Telematics processors Positioning, Wi-Fi, tuners V2X connectivity Silicon technologies Application knowledge Key partners Customer portfolio Proprietary IP Analog and Power Technologies Smart Power ASIC s Smart Power ASSP Image and MEMS sensors Battery management IC s Motor controllers/drivers HV MOS, IGBT power drivers Silicon Carbide diodes and MOSFETs

8 Car Digitalization ST and ADAS Wide application coverage % 95% 1 in ADAS 29% ADAS Safety market share in 2015 Continuously evolving roadmap ST in ADAS Safety: Application Coverage ST Sales in ADAS (M$) Gen ADAS Safety TAM ~$550M (*) (**) Radio frequency for RADAR Recent Press Announcements made with.. (*) Core apps: Forward collision warning, lane departure warning, pedestrian detection, adaptive cruise control, blind-spot detection (**) TAM excludes camera, memories and optoelectronics Source: Strategy Analytics, ST

9 Car Digitalization Estimated Market Share Evolution with business already won ADAS System Components Vision based TAM $300M (*) Short Range Radar (24 GHz) TAM $150M (*) % 60 % 2020 ST Leadership in ADAS 9 Vision Processing EyeQ4 Adaptive Cruise Control EyeQ5 New! 270 car models equipped Assisted Driving Fully Autonomous Driving Long/Short Range Radar (77 GHz) TAM $207M (*) 4% Collision Warning Microcontroller & DSP TAM $408M (*) 3 % Power Management TAM $90M (*) 7 % Blind Spot Detection 24/77 GHz Radar System (*) Estimated Market size in 2020 Strategy Analytics, ST

10 Car Digitalization ST in Infotainment Addressing a growing and differentiated market 10 2 in Infotainment 20% market share in Infotainment specific ICs 2015 Changing our Strategic Positioning % 60% ST in Infotainment 1 st installation Mid-teen Revenue Growth, driven by 1 st Installation Entertainment Car Radio Display Audio Mid-end Entertainment Intelligent Transportation V2X Positioning Telematics Processors Other AV & Comms 38% Navigation SAM ~$3.8B Car Audio 32% E-CALL Telematics 5% Increasing Share 2020 Audio Amplifier 1 % 10 Data Processing Entry & Mid Infotainment % 15 Positioning Tuners Receivers Source: Strategy Analytics, ST

11 Car Digitalization More Connected Additional $700M Opportunity by 2020(*) 11 Wi-Fi Satellite Car-to-X: Craton2 with Autotalks Single chip automotive Wi-Fi processor V2X and internet hot-spot Remote SW-update ready Enabling cloud connectivity Awards from 4 major car makers targeting >50% of installed base by % Installed base by % market share 2015 Navigation: Teseo III 3 rd generation in production Multi-constellation, BeiDou-2 ready ADAS: Teseo-P Sub-meter precision for ADAS Satellite data stream SiriusXM partnership FD-SOI for low-quiescent current Terrestrial Broadcast Market leader Digital tuner audio and data stream: Multi-standard digital radio receiver 20 % market share % Insurance box market share 2015 Cellular Emergency Call and Insurance-Box: TELEMACO Multi-core ARM processor (*) 2020 market for ecall + Telematics box + V2X (ST internal data) Infotainment & Internet Access: Accordo 5 Android auto & car-play ready Enabling cloud connectivity

12 Car Digitalization End-to-End Secure Product Portfolio 12 Security in Automotive needs two levels of protection ST33 Secure Element SPC5 MCU with Crypto Secure Wi-Fi for Car-2-X 1 st Level: Authentication and a secure gateway with the external world 2 nd Level: Data integrity and secure communication inside the car and in the car sub-systems > $2B with security functions in 2020 Firewall to cloud Secure Gateway Secure ECUs Infotainment Secured transactions Secure communications among peripherals bit automotive microcontrollers with security on board vs total 32-bit microcontrollers (in $B)

13 Car Digitalization Solid Progression in 32-bit MCUs % +60 % ST sales progression in 32-bit MCUs for auto > 50 % High performance multicores with dedicated timing, security and ASIL D safety ADAS and Powertrain New ARM multicore with 5x performance vs current offer 32-bit MCU Estimated Market Share Evolution with 4B$ business already won Body and Gateway TAM $0.7B (*) % 2020 Security 80% 40nm devices with hardware security Body and Gateway Largest scalable family covering all body applications Powertrain TAM $1.2B (*) 4 % Key enablers Crolles 300 manufacturing Chassis and Safety TAM $2.1B (*) 1% Power architecture ARM V8-R architecture Scale factor with GP MCUs Customer network Security System knowledge (*) Estimated Market size in 2020 Strategy Analytics, ST Unique differentiated technology (28 FD-SOI & PCM)

14 Analog & Power Leaders in Automotive Smart Power Market leader in a large TAM sector with steady growth market 1 in Smart Power CAGR: 3.2% 2015 Smart Power TAM ~$7.4B Estimated market share evolution with business already won Analog contents Powertrain Smart power TAM $1.7B (*) % 2020 Audio Power 10% Powertrain 20% Safety and chassis Smart Power TAM $3.2B (*) 11 % Body 34% Safety 20% Body and Audio Smart Power TAM $3.7B (*) 20 % Chassis 16% (*) Estimated Market size in 2020 Strategy Analytics Technology enablers BCD9 110nm production BCD10 90nm R&D M07 180nm production M09 130nm R&D

15 Analog & Power Car Electrification a great opportunity to expand market TAM 15 ST is already a strong player in car electrification leveraging its strategic partnerships Silicon Pervasiveness in Car Electrification 500+ $ Silicon Content per Car 300V Battery Pack ST High Voltage MOSFET V Converter ST MCU CONVERTER 600 V Electric Powertrain 12 V Load Si Content Average Car Batt. Mgmt DC DC Inverter Charger Si Content Full Electric Car 2015 TAM* $140M HV MOSFET 10% HV MOSFET 11% 2020 TAM* $600M IGBT 90% HV SIC MOSFET 0% IGBT 63% HV SIC MOSFET 26% (*) Pure EVs, Hybrid Plug-in

16 Analog & Power Key Challenge in Electric Vehicles Mileage extension 16 Industry Challenge Market Trends and Benefits ST Positioning Mileage Extension More Efficient Power Conversion (*) Reduced Battery Cost -20 % Extended Mileage +20 % SiC MOSFETs 4X more efficient than IGBT SiC Diodes 6 inch wafers from 2017 Cost competitiveness Smart Battery Controllers Extended Mileage +8 % Smart Power ICs Innovative active cell load balancing (*) 20% power savings can result in gains of over $6,000 in battery cost, or 8% of the vehicle cost

17 Analog & Power ST Strong Focus on Car Electrification 17 Estimated Market Share Evolution with business already won HV MOSFETs 300V 1700V Silicon Carbide (SiC) From 650 up to 1200V Power Content Power Transistors LV MOSFETs OFT from 30 up to 150 V IGBT HEV and motor control up to 1700V Silicon Carbide MOS TAM $300M (*) -- MOSFET & IGBT (**) TAM $2.4B (*) 4% Battery Management TAM $100M (*) 15% Diodes, Rectifiers & Thyristors Silicon Carbide Diodes Field Effect Diodes Silicon Diodes HV Triacs (*) Estimated Market size in 2020 Strategy Analytics, ST (**) Break Down voltage above 400V

18 Takeaways 18 ST is a global leader in the Automotive market Car connectivity, increased safety and green concerns are rapidly boosting the semiconductor content per car ST is leader in ADAS technologies and in Infotainment, ready to enable autonomous driving and the pervasion of car connectivity ST is leader in smart power technologies and will extend its market share profiting from car electrification