Automotive
Ugo Carena
Corporate Vice President
APG
Field Trip 2006 - London, May 23rd
ST Automotive Sales and Market Share
Evolution
2001 – 2005 CAGR Full system 2005 Growth
Market : + 10 % solution approach Market : + 5 %
Transition to
ST: + 19 % digital core ST: +8%
1400 10.0
ST Market share (%)
Early phase:
1200 smart power 9.5
APG sales
Market
1000
9.0
9.3
800 9.1
8.5
600
8.0
400 8.3
200
8.0 7.5
7.4
0 7.0
2001 2002 2003 2004 2005
Sales Market Share (% )
Source: ST, iSuppli
Automotive Product Group Ugo Carena
ST: Broad Range Supplier in Automotive
Powertrain
Market leader in Gasoline and Diesel
Injection: > 35% market share *
Car Body Safety
Market leader in door Market leader in ABS,
control modules: Air Bag, Vehicle control:
> 20% market share* > 40% market share*
Infotainment
Market Leader in Power Amplifier
and Digital Broadcasting :
> 50% market share *
* Source : Strategy Analytics (SA) 2005, ST data
Automotive Product Group Ugo Carena
ST Product Strategy in Automotive
Lead R&D and technology
roadmap • Advanced safety
• Euro 5 Injection
Meet strategic partners • Hybrid vehicle
needs • Vehicle control
C
A SI Hi-end products with • Infotainment
higher ASP
AS Meet the standardization
SP • Power Supply
market evolution • Battery charging
Drive the emerging • Car Radio
markets expansion • Air Bag
Offer system kit solutions • 4 cylinder Injection
Automotive Product Group Ugo Carena
ST Commitment in Automotive R&D
Drive by wire
Advanced Safety
Camera
ST increased Automotive
R&D resources by 30% to
Car sensors
meet increased market Car networking
demand for innovation
Infotainment
Hybrid vehicle
Low emission
engine
Automotive Product Group Ugo Carena
Innovative Applications
Hybrid Vehicle: the future of mobility
Integration of a combustion engine with
an electrical motor
Hybrid vehicle production will exceed
2.5 M units in 2011 (Strategy Analytics est.)
Almost 50% of the base cost of an hybrid
vehicle is made up by electrical systems
compared with 15% for the conventional car
ST developing hybrid vehicle components
with a major Japanese OEM
> $ 80 full kit value
Automotive Product Group Ugo Carena
Innovative Applications
Pre-crash and driver information system: the future of safety
Convergence of Night vision
multiple technologies
Radar Power
Emergency
call
MEMS
Pedestrian protection
Camera
Video
processing
Safety
$60 full kit value
TAM > $1B in 2010 Source : SA
Automotive Product Group Ugo Carena
Innovative Applications
Connectivity, Video and Navigation: the future of Car Infotainment
Navigation Digital Mobile Video
Leveraging on ST leadership in
Home, Mobile and Personal
Communication to address
Advanced Multimedia in the Car
$75 full kit value
TAM > $1.5B in 2010
Traffic Info + E Call Voice Recognition
Source : SA
Automotive Product Group Ugo Carena
Mastering Satellite Digital Broadcasting
SDARS
nd
Baseba SDARS
Front-end
NEWS & SPORT
MUSIC
WEATHER ST market share * TRAFFIC INFO
BB decoder : approx. 70%
*Source: Sirius, XM FE chip : approx. 50%
Automotive Product Group Ugo Carena
Leadership in Power Train
ASSP ASIC
4 Cylinder Gasoline Direct
Injection Injection
> $20 kit value > $30 kit value
Automatic
Gearbox
Diesel Direct Injection
> $30 kit value
> $40 kit value
* Source : SA Power Train 2005 TAM *: $3.6 B
Automotive Product Group Ugo Carena
Leadership in Safety
ASSP ASIC
Air Bag Vehicle Stability
Control
> $25 kit value > $30 kit value
Power Steering Advanced
Braking
> $15 kit value
> $20 kit value
* Source : SA Safety 2005 TAM *: $3.5B
Automotive Product Group Ugo Carena
Leadership in Car Body
ASSP ASIC
Light Center Tire Pressure Monitor
> $25 kit value > $15 kit value
Door Zone & Positioning Systems Climate Control
> $22 kit value > $6 kit value
* Source : SA Car Body 2005 TAM *: $3.8B
Automotive Product Group Ugo Carena
Leadership in Car Infotainment
ASSP ASIC
Digital Car Radio Navigation
OEM
Aftermarket
> $15 kit value > $20 kit value
Digital Mobile Video Multimedia Convergence
Audio & video processing
GPS UMTS Bluetooth + WLan
Speech processing
> $20 kit value > $25 kit value
* Source : SA Infotainment 2005 TAM *: $2.8B
Automotive Product Group Ugo Carena
ST Business Model Evolution in Automotive
System super-
integration with
ASIC development
for market leaders
Customer IPs
Partnership with integration and
competitors foundry
System
definition with
car makers
Automotive Product Group Ugo Carena
TM
Enabling real Software
portability
Joint Development Program
Driving the 32bit automotive
microcontroller roadmap defining a
de-facto standard
Gateway
Braking Systems
Power Train Drive-by-Wire Suspensions Control
T
M
Optimizing R&D investment
Enabling a real dual effectiveness securing products
source concept and technology development
execution
Automotive Product Group Ugo Carena
ST Competitive Advantages in Automotive
Outperforming market growth
Expanding the strategic client partnerships in new
geographical areas
Contributing to the excellence in innovation by the
convergence of ST technology portfolio and IPs
Driving the Quality of the manufacturing machine
Internal second source assured to Customers across
all process families
High profitability
Automotive Product Group Ugo Carena