Microcontrollers Claude Dardanne Executive Vice President, General Manager, Microcontrollers, Memory & Secure MCU Group Francois Guibert Executive Vice President, President, Greater China and South Asia Region
Overview 2
GP Microcontrollers General Purpose 8-bit and 32-bit MCUs Automotive 8-bit MCUs Microcontrollers in MMS Group 3 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
WW TAM Microcontrollers* 2008-14 4 12,000 10,000 From ~$9B in 2008 to ~$10B in 2014 8,000 $M 6,000 4,000 2,000 0 2008 2011 2014 General Purpose MCUs Secure MCUs * WW TAM Microcontrollers excluding automotive, payphone memories & cards Source WSTS February 2012
ST Microcontrollers Revenues 2007-11 5 1000 900 800 700 600 US$M 500 400 300 200 100 0 2007 2008 2009 2010 2011 GP MCUs Secure MCUs MCU share % 9% 8% 7% 6% 5% 4% 3% 2% 1% 0% MCUs Total revenues = General Purpose MCUs + Secure MCUs Market share for consolidated MCUs excluding automotive, payphone memories & cards Source WSTS February 2012
GP Microcontrollers by Market Segment 6 2011 Revenues Automotive Smartcard, Industrial and Others Consumer Computer 2% 6% 10% 19% 63% Distribution
Secure Microcontrollers Market Segment 7 2011 Revenues Smartcard Automotive, Industrial and Others 1% Consumer 6% 68% Computer 25%
Microcontrollers Global Presence 8 20% 32% 37% 11% 32% 37% 20% 12% Americas EMEA Greater China & South Asia Japan & Korea % by location of order shipment (2011) % by customer origin 2011 revenue by geography
Microcontrollers Market Share 9 GP + Secure MCUs consolidated TAM CAGR 07-11: +1.8% Market share 2007: 4.7% $M Revenue CAGR 07-11: +16.8% Market share 2011: 8.1% General Purpose MCUs TAM CAGR 07-11: +1.8% Market share 2007: 2.9% $M Revenue CAGR 07-11: +16.9% Market share 2011: 5.0% Secure MCUs TAM CAGR 07-11: +1.5% Market share 2007: 10.7% $M Revenue CAGR 07-11: +16.7% Market share 2011: 18.8% Source: WSTS, February 2012
2011 WW GP & Secure MCUs Revenues 10 2,500 US$M 2,000 1,500 ST #7 in 2009 #5 in 2011 1,000 Secure General Purpose 500 0 Source: IHS isuppli, March 2012
Microcontrollers Highlights 11 General Purpose Microcontrollers Very fragmented multi-segments market Tens of thousands customers WW. Well established and profitable business model. ST playing a leadership position in the migration to advanced 32-bit platforms. With the STM32 family, ST is providing the broadest portfolio based on ARM Cortex-M CPU (> 300 P/N). Secure Microcontrollers Growth no longer driven only by the traditional Smartcard business. Growth also driven by new applications/customers requiring more and more embedded security functionalities for: Near Field Communication Trusted Platforms Smart Grid Healthcare Brand Protection
12 Growth Drivers and Market Opportunities
From Societal Needs to Solutions 13 Societal trends IP & System Applications Solutions Energy efficiency & saving Mobility & Ease of Life Trust & Security Integrated Controllers Ultra low power A/D Converter Network and System IP protocols Harvested sensor nodes Power management RF Connectivity NFC, Contactless card ZigBee, RF4CE, IPV6 Bluetooth, BTLE, WiFi User interface Touch sensing Smart Display Security Trusted processing & SW Tamper resistance Cryptography Smart Grid & Industrial Appliances Consumer & Audio Healthcare Security Smart Metering Appliance Control Sensors Network Pay TV, Touch Control Brand protection M2M Home monitoring Therapy control Drug traceability Mobile payment ID, e-passport Sport coaching
General Purpose MCUs Strategy Outlook 14 Market focus SmartGrid Healthcare Consumer Industrial Appliances Priorities Technology Advanced Analog Ultra Low Power & Wireless SW & Turn-key platforms
Secure MCUs Strategy Outlook 15 Market focus Banking PayTV Personal Security USIM, SE NFC, M2M Embedded Security Identity Transport Brand Protection TPM Priorities Technology Advanced security Contactless performance SW & Turn-key solutions
New Products 16
e-nvm Technology Portfolio 17 2009-10 2011-12 2013-14 e-flash 90nm 80nm 55nm e-eeprom 130nm 90nm Very high speed Ultra low power Advanced analog functions In-house manufacturing
GP MCUs Entry level Product Families and Roadmaps STM32 L0 32-bit Cortex - M0 STM32 F0 Ultra Low Power Continuum STM32 L1 32-bit Cortex - M3 STM32 F1, F2 STM32 L4 32-bit Cortex - M4 STM32 F3,F4 32-bit Cortex - Mx STM32 F5 18 High performance Address 8 & 16-bit market Low cost, low power focus ST promote the broadest portfolio addressing a very wide range of applications High computing power including digital signal processing capabilities Leading edge computing power and digital signal processing Secure MCUs Entry level 32-bit Cortex SC000 ST31 32-bit Cortex SC300 ST33 High performance Cost & power optimized to address the Contactless market Address high security market requiring high computing power Based on ARM Cortex - M family
GP Microcontrollers Features Trend 19 Sense & Drive Accurately Analog & Data Conversion ADC, DAC, Comparators Peripherals User Interface LCD, TFT, Switches, Touch Interact Easily Synchronize Precisely Timers Counters Hi-Resolution System Power Mgt, Reset, Regulator, RTC,Osc Wireless Connectivity ZigBee, BTLE, ANT, RF4CE, WiFi, NFC Connect your Digital Life Magnify User Experience Digital Signal Processing Enhanced instruction set CPU Wired Connectivity I²C, SPI, USART, CAN, USB Transfer Data Security & Crypto Store Increasingly Memory SRAM EEPROM FLASH Up to 256KB Up to 512KB Up to 2MB F/W Libraries Powerful Computing More integration to connect the world and intuitively interface with people securely
Secure Microcontrollers - Features Trend 20 Protect Secret Key & Secret handling Black Box Secure personalization Family Concept ST23/31/32/33 Custom Semi-custom Enhance Application Security Protect against Counterfeiting Security HW & SW Countermeasures CPU Wired Connectivity ISO 7816, USB, I²C, SPI, SWP Connect your Digital Life Authenticate Surely Cryptography HW crypto engine Crypto libraries MIFARE Classic & Plus, DESFire Wireless Connectivity NFC, ISO 14443 Pay Mobile Flexible Memory Concept EEPROM Up to 160KB MEMORY FLASH Up to 1.2MB Powerful Computing Secure and Customized Software ST Secure OS + Personalization = ST Turnkey Solution Card / OS vendors Integration in Secure Ecosystem More security to enable a trusted and connected digital world
Summary 21
Microcontrollers Summary 22 General Purpose Microcontrollers Pursue market share gain capitalizing on 32-bit platform leadership. Re-enforce STM32 family as the broadest WW portfolio based on ARM Cortex TM -M cores, covering current and future needs for 8 to 32-bit markets Bring added values around ARM Cortex TM -M cores Enlarge portfolio with innovative IPs matching segmentation focus: Connectivity, Analog I/Os, specific FW libraries Capitalize on ST advanced e-nvm technologies enabling Ultra Low Power portfolio. Secure Microcontrollers Deploy security concept to new applications : Brand Protection, M2M, Healthcare, Trusted Platform, Smart Grid, High end Telecom Introduce ST31 based on ARM highly secure core SC000 Enlarge the contactless product portfolio Migration to ST advanced e-flash technology embedding very advanced security features