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IMS Overview &Advanced Analog & Smart PowerCarmelo PapaGeneral Manager, Industrial & Multisegment SectorIMS at a GlanceInnovation Results: 5 new products per day 20% of sales with products less than 2 years old2009 IMS key factsTAM 42BBilling 2.66BMarket Share 6.3% 2 new system solutions (boards) per weekTechnical Resources:World Wide Competence Centers(designers, application engineers, technical marketing)ANALOG & MEMS45%DIGITAL35%POWER DISCRETE20%SchaumburgBostonSeoulPragueShanghai TokyoCatania NoidapTaipeiSingaporeTechnical support located near customersin all sales regionsSource: WSTS, ST2
IMS Results & TAM EvolutionBy Customer Type2009EMSOEMDistributionDigitalBy Market Segment2015CAGR(US B)(2010 2015)195.8%A lAnalog& MEMS326 4%6.4%Power Discrete205.7%Total IMS716.0%TelecomIndustrialAutomotive2015 TAM SplitComputerConsumerPowerDiscreteBy RegionDigitalAmericaGreaterChina &SouthAsiaJapan &KoreaAnalog &MEMSSource: WSTS, STMicroelectronicsEMEA3IMS Billing Split & EvolutionIMS Sales 3Q4Q1'07Q2PowerQ3Q4Q1'08Q2Analog & MEMSQ3Q4Q1'09Q2Q3Q4Digital2009 Sales SplitPowerDiscreteDigitalAnalog &MEMS4
IMS: AnalogAnalog Ranking 2009Analog ICs* # 2Key product familyKey target applicationsPower management ICsPower supply, solar, lightingMixed signal ICsMobiles, peripherals, portable medical*Ranking*R ki refersftot totalt t l ST AnalogA l ICsIC saleslBattery management ICsMobiles, PDAs, e-BooksLED driver ICsStreet lighting, building, panel arraysCompetitive Advantages: Ability to integrate analog and power in a single chip or in a single package inpower conversion and power management applications System know-how enabling the design of dedicated ICs for complex applicationsand a variety of reference designs for medium and small customers Ability to deliver system solutions including sensors, analog ICs,microcontrollers and power discrete The world’s largest and most cost effective 6” front-end fab in SingaporeSource: iSuppli, ST5IMS: MEMSMEMS* Ranking 2009All Segments # 1Key product familyKey target applications2 or 3-axisAccelerometersPDAs, mobiles, toys, notebooks,multimedia devicesGyroscopesGames, camcorders, camerastabilization, GPSMicrophonesGames, mobile phones, laptops(except Automotive)*MEMS accelerometers & gyroscopesCompetitive Advantages: Integration in a single package of MEMS, data converters and RF transceivers forsmartt sensor networkstk Proprietary innovative silicon and packaging technologies for miniaturizationand ultra-low-power fitting medical and portable applications First in the world to adopt an advanced 8” inch wafer fab (Agrate)Source: iSuppli, ST6
IMS: Power DiscretePower Discrete Ranking 2009Key product familyKey target applicationsPower MOSFET (High Voltage)#1HV Power MOSFETsPower supply, lighting, solarProtection & IPAD#1RectifiersPower managementThyristors#1ACS switchesHome appliancesRectifiers & power diodes#3Protections & IPADMobiles, USB/HDMIinterfaces, wired data transferCompetitive Advantages : The widest range of power technologies and packages from low to very highvoltage (MOSFET, IGBT, Bipolar, IPAD, Rectifiers) offering the highest efficiency inthe most demanding applications Expertise in composite materials (SiC, GaN) for high frequency and very hightemperature applications (electric cars, photovoltaic converters, wind generators) Extremely competitive manufacturing machine (Singapore, Longgang, Shenzhen)Source: iSuppli, ST7IMS: DigitalDigital Ranking 2009Key product familyKey target applicationsEEPROM, EPROM#1RFID & RF EEPROMsAccess control, tracking systemsSmart Card#3MicrocontrollersLow-power medical and portableiequipment32-bit smartcard ICsMobile phones, data securityCompetitive Advantages: Common technology and high-performance core (ARM Cortex ) platforms forsmartcards and microcontrollerspgy suitable for batteryy operatedppp Ultra-low-powertechnologyand medical applications Complete hardware and software solutions for secure applications (STB, banking,access control, NFC) Special set of peripherals for connectivity (RF, ethernet), human machine interface(touch sensing) and real time control (motor control timers)Source: iSuppli, ST8
IMS: Key Strengths Analog drivers High voltage power MOSFET RectifiersSwitch modepower supply Analog ASSP ICs Microcontrollers Power transistors Smart power ICs Power transistors MicrocontrollersLightingSecuretransaction SmartcardsMotorcontrolConsolidatedIMS Key AreasMobile IPAD MEMS and sensors Audio amplifiers9Expanding into New Focus AreasSource: iSuppli, Semicast10
Innovation is Still IMS Key Driver11System Innovation
Our System Approach Complete reference designs(Hardware & Software) formedium and small accounts More than 550 referencedesigns available tosupport our worldwidedesign-in activity Innovative new product definitionthanks to feedback from customersystem know-how13System Innovation in Energy Hybrid Electric Traction Motor drivers Power conversion Battery-cell management Fast battery charger Photovoltaic panel converters SmartGrid Smart energy metering Smart appliance plug Power-line modem14
System Innovation in Automation Home automation throughadvanced wired (200 Mbit/s)yand wireless connectivity Application Specific IntegratedModules (ASIMs) for roboticsand industrial automationASIM Sensor networks for buildingautomation Low-power energy harvestingand storageEmbedded motor drivemodule, remotelycontrolled by ethernetFlexible rechargeable battery15System Innovation in Healthcare Remote patient monitoring Blood pressure Heart beatPortable distributed diagnosticsand remote monitoringFlexible lens foreye pressuremonitoringInsulinnano pump ElectrocardiographTemperaturesensor Eye pressure sensor Movement reconstructionElectrocardiogramPressuresensor RehabilitationMovementrecognition Fitness Patient treatment (i.e.insulin pump)Step counter16
Technology InnovationEmerging Applications Require Smart Integration:Moore’s Law and More than MooreAnalog/RFBaseline CMOS:CCPU, Memory, Logic“Moore’s Law ”: Miniaturization“More than Moore”: rsBiochipsSiP90nm65nmSoCSoC45nm32nm22nmBeyond CMOS: QuantumComputing, MolecularElectronics Spintronics.V18
ST Enabling Technologies: “More than Moore” MEMS & smartsensors Flexible ICs Harvesting & thin filmbatteries New materials: SiC &GaN Advanced BCD,BCD-SOI Ultra-low-powertechnologies 3D heterogeneousintegration / TSV Advanced packaging & Microfluidicssystem-in-package19Product Innovation
Smart MetersSmart Meter ICETHERNETPORTDATA CONVERTERMICROCONTROLLERINPUTOUTPUTDSP COPROCESSORANALOGFRONTENDICSmart MeterENCRYPTIONTIMERSSecuritySystem SMODEMAMPLIFIERSPOWER SUPPLYTarget Applications: Electricity meters Water meters Gas metersPROTECTIONSVOLTREG.DISCRETECOMPONENTSMore than 40M smart meters with ST’s power-linemodem connectivity already installed in the fieldSmart electricity meters TAM 2009: 76M unitsCAGR 2010-2013: 18%Source: ABI Research, ST21
Micro Inverter ModulesMicro InverterCool Bypass Switch Maximizing energy output (MPPT)Energy monitoring (daily, monthly, yearly, etc.)Diagnostic and anti-theft & anti-tearing protectionReducing operation cost due to modularityMPPTMax Power Point onitoring &PV Panel ControlPLMPLMPower Line ModemMonitoring &Diagnostics(Energy Level,Level Faults,Faults etc.)etc )Target applications: Photovoltaic panelsElectronics on panel value from 1.50 to 15PV energy productiond tigrowthth 2010 about 7 GW( 35 million single photovoltaic panels) 2020 about 56 GWSource: European Photovoltaic Industry Association, ST22
LED Lighting Driver ICsLuminous efficacyDriving LEDs using AC-DC solutionsLED 100 lm/W more lightg withless energyDriving LEDs using DC-DC solutionsTL 70 lm/WCFL 50 lm/WLED Array DriversTarget applications:Filament 15 lm/W Display & signs General illumination Backlight Signal lightingLED TAM 2009: 63B unitsCAGR 2010-2013: 30%Source: iSuppli23
Motherboard Power Management ICs Enabling next generation motherboardpower management solutionsMulti Segment ICsMotherboard Dedicated ICsLow power consumptionswitching regulatorsCPU power managementcontrollersSingle and multi phase DCDC controllersMulti output controllersHigh density DC-DCcontrollersMulti output regulatorsHigh efficiency switchingregulatorsLED backlight driversTarget applications: Desktop Laptop ServerSource: iSuppliServerLaptopDesktopTAM 2009: 2.6BCAGR 2010-2013: 12%24MEMS GyroscopesDriving directionNo Angular rate(Pitch axis)Target applications: SmartSt phonesh Robotics Navigation Cameras GamingSource: iSuppliSensing directionAngular rate(Pitch axis)TAM 2009: 526MCAGR 2010-2013: 13%25
Microcontroller “STM32W” IEEE 802.15.4 open flexible reconfigurable platform embedding radiofrequency functionLow power microcontrollerproduct family, Target Applications: Smart meters Home & building automationWireless sensor networksHealthcareConsumerRemote controlHome automationSource: WSTS*Includes AutomotiveSystem-on-Chip solutionMicrocontroller, radio and firmware32-Bit MCU* TAM 2009: 3.8BCAGR 2010-2012: 10%26Flexible Eye Lens for GlaucomaFlexible Lens IC for wireless sensorfor Continuous eye pressure monitor Contact lens (30m thickness)Pressure sensorContinuous remote monitoringVery low-power RF data transferTarget applications: Remote patient monitoringPopulation and aging increaseOver 77.5age5 million suffer from agerelated macular degenerationTherapeutic sales forophthalmology disorders exceeded 12B in 2009Source: World Health Organization27
3D Ultrasound Scanner ICs Miniaturization and low-power ICs allowelectronics migration from centralizedcomputer to ultrasound beamerOld SystemNew System3D Image2D ImageSolution Integrating: Power management IC array Microcontroller Analog front-end and data converterTarget application: Echographs with color and 3DIntegrationTAM 2010: 83M unitsCAGR 2010-2013: 11%Source: Semicast28IMS Strategy Focus on high-margin segments (energy, automation, healthcare) System approach to deliver complete solutions to the market Boost high-performance, high-margin analog products leveraging on ourstrong position in MEMS and power management Pervade the market with microcontrollers and secure access productsbased on ARM core leveraging on: Ultra-low-power technologies for portable and healthcare applications Complete set of analog peripherals including wireless connectivity Maintain our leadershipp in ppower discrete supporting:ppg High-volume and cash-generating products New high-margin products utilizing new materials (SiC and GaN) Improve profitability towards high teens operating margin by the end of 2010 and above20% in the mid-term29
IMS Overview & Advanced Analog & Smart Power Carmelo Papa General Manager, Industrial & Multisegment Sector IMS at a Glance 2009 IMS key facts TAM 42B Billing 2.66B Market Share 6.3% Innovation Results: 5 new products per day 20% of sales with products less than 2 years old Schaumburg Boston Prague Catania Taipei Tokyo Seoul .
