STMicroelectronics Payment Solutions. December 6 th 2012

Transcription

1 STMicroelectronics Payment Solutions December 6 th 2012

2 GP Microcontrollers General Purpose 8-bit and 32-bit MCUs Automotive 8-bit MCUs Microcontrollers in MMS Group 2 Memories Serial EEPROM RF memories #1 WW Supplier Key Enablers State-of-the-art embedded NVM technology Advanced 8 & 32-bit CPU platforms System & Security expertise Market leadership in key products Secure Microcontrollers Personal and embedded security Secure Hardware platforms and turnkey solutions Supporting our target markets SmartGrid / Industrial Healthcare Appliances Consumer Security

3 2011 WW GP & Secure MCUs Revenues 3 2'500 US$M 2'000 1'500 ST #11 in 2007 #5 in 2011 ST Secure MCUs #3 in '000 Secure General Purpose Source: IHS isuppli, March 2012

4 Microcontrollers- ST key assets 4 Advanced e-nvm technology road map e-flash 90nm (mass production) e-eeprom 90nm (mass production) CPU architecture 8 bit ST 32 bit ARM Cortex M Wireless connectivity Multi standard 2.4GHz RF solutions : Zigbee, BTLE, WiFi direct Multi standard 13.56MHz RF solutions : ISO (A,B,F), NFC Added Values Advanced analog and ultra low power capabilities for GP MCUs Advanced security and turn key solution capabilities (HW+SW) for Secure MCUs

5 Secure MCUs Perimeter 5 Market Banking Pay TV Personal Security OEM Customers Mobile NFC / SIM & M2M Embedded Security Identity Transport Computer Consumer Security Enablers envm Technology Advanced security Contactless performance Software & Turn-key solutions

6 Secure MCUs Growth Drivers 6 Market growth driven by mobility, contactless convenience and an increasing need of security / authentication in digital World (consumer, ) Personal Security Smartcards Contactless Payment Solutions Contactless platform : ST31 e-flash flexibility Embedded Security Mobile NFC and Mobile payment NFC Secure Element : ST33 NFC full solution : SE + CLF Consumer Secure authentication End-to-end turn key solutions Hardware, Software & Perso

7 ST Payment Solutions 7 Card Payment Mobile Payment NFC Controller Contact cards Contactless Cards SWP SIM Embedded SE

8 Munits 3,000 Card Payment IC s market trend 8 2,500 2,000 Contact Contactless / Dual EMV Contactless Migration started in Europe, Asia, China China and US to drive coming growth 1,500 1, EMV contact Still strong mag stripe to chip card migration SDA to DDA migration in Europe Source : ABI May 2012

9 ST IC s for Card Payment ST23Y ST23Z EEPROM 90nm NVM : 4 48 KB ISO 7816 ISO Type A/B EMVCo, CC EAL5+/6+ Proven ST23 CPU ST31Z EEPROM 90nm NVM : KB ISO 7816 ISO Type A/B EMVCo, CC EAL5+ ST31- ARM SC000 CPU High speed contactless Multi-RF protocols MIFARE ST31G FLASH 80nm NVM : KB ISO 7816 ISO Type A/B/F EMVCo, CC EAL5+/6+ ST31- ARM SC000 CPU Flash flexibility High speed contactless Multi-RF protocols MIFARE MIFARE is trademark of NXP Semiconductors

10 ST leader in IC s for Card Payment 10 Card Payment Contact cards Contactless cards ST banking market share 2011 > 20% (ST estimates in volume) Strong position in Latin America, Western Europe and Asia More than 1 Bunits Smartcard ICs shipped for Banking cards

11 Munits WW TAM NFC Controller Connect.Combo NFC SIM Secure Element Mobile Payment Market Trend Embedded Secure Element (e-se) Strong Relation to OEM Handset manufacturers Large market segment over medium/long term Key driver for NFC Payment Applications SWP-SIM Massive migration started in 2012 Deployment started in all regions Key Driver for NFC Payment Applications Source : Eurosmart, ABI, internal ST _ November 2012 Connectivity Combo Controller integrating all short-range connectivity (WiFi, Bluetooth, NFC) It will gain significant share only in long/medium term. Standalone NFC Controller ST estimation based on: - Eurosmart - SPA -The Nilson report Massive deployment in 2012 Will still represent majority of NFC controllers shipment the next 2 years

12 Mobile Payment NFC 12 RF controllers Source : ABI Q312 ~10 handset makers now offer at least one NFC-enabled model Volume shipments : ~100Mu in 2012 ~200Mu in 2013 Secure Elements Source : Eurosmart Q312 Secure NFC devices include NFC enabled UICCs, embedded SE and other form factors of NFC enabled SE. Volume shipments: ~100Mu in 2012 ~200Mu in OEMs NFC controller deployment Mobile Network Operators Secure SWP- SIM deployment OEMs & Google Embedded Secure Element NFC drives massive deployment of NFC controllers, Secure SIM and Embedded Secure Elements, all co-existing into a smartphone

13 ST in Mobile Payment 13 Embedded Secure Element NFC in Mobile Handsets Host Host Controller NFC usd NFC CTRL NFC Middleware NFC Controller SWP SIM

14 ST Solutions for Mobile Payment 14 NFC SIM ST33 family, in mass production MIFARE enabled Secure NFC usd ST33 family, in mass production usd and custom packaging Embedded Secure Element NFC Controller ST33 family, in mass production Secure Java OS, EMVco & GP2.2 certified MIFARE enabled ST21NFCA, Fully qualified Android Ice Cream Sandwich, Jelly Bean & WIN8 compatible Integrated SE/NFC ST21NFC + ST33 + Secure Java OS Android Ice cream sandwich, Jelly Bean & WIN8 compatible Stacked solution, Effective footprint optimization MIFARE is trademark of NXP Semiconductors

15 ST leader in Secure Elements 15 Mobile Payment SWP SIM Embedded Secure Element ST leading position with SWP-SIM market share >> 50% in 2012 Leadership position on SIM in all regions where NFC is deployed ST started shipment of Embedded SE for Android devices

16 Summary 16 ST solid leader in Secure Payment solutions Above 20% market share in IC s for Card Payment Above 50% market share in SWP-SIM ICs for Mobile Payment Ramping up Secure Element for Android devices Solid experience and broad range contactless offer RF multi-protocol ISO Type A, B and F NFC Controller for Smartphones MIFARE TM libraries for contactless Transport Leader in Security First to achieve Common Criteria EAL6+ Support certified cryptography library