Slide 1: Microcontrollers & Digital ICs Group Presentation
Microcontrollers & Digital ICs Group Presentation
Slide 2: Forward looking information
Forward looking information Some of the statements contained in this release that are not historical facts are statements of future expectations and other forward-looking statements (within the meaning of Section 27A of the Securities Act of 1933 or Section 21E of the Securities Exchange Act of 1934
Slide 3: Introduction
Introduction Jean-Marc Chery President & CEO
Slide 4: Our value proposition
Our value proposition For our shareholders For our customers For other stakeholders Return value in line with our sustainable, profitable growth Provide differentiating enablers Committed to sustainability objective Sustainable and profitable growth Independent, reliable & secure supply chain Our va
Slide 5: Our strategy stems from key long-term enablers
Our strategy stems from key long-term enablers Smart Mobility Power & Energy Internet of Things & 5G ST provides innovative solutions ST technology and solutions ST provides sensors, embedded to help our customers enable customers to increase energy processing solutions, connectivity, make driving s
Slide 6: We address four end markets
We address four end markets Communications equipment, Automotive Industrial Personal electronics computers & peripherals 6
Slide 7: ST product portfolio enabling strategic trends
ST product portfolio enabling strategic trends Dedicated Discrete & Analog, Industrial GP, Connected MCU, MPU MEMS & Optical ASICs based on ST Automotive ICs Power Transistors & Power Conversion ICs Secure MCU, EEPROM sensing solutions proprietary technologies RF-SOI FD-SOI BiCMOS Smart Mobility Pow
Slide 8: Our strategic objectives
Our strategic objectives Automotive Industrial Personal electronics Communications Equipment, Computers & Peripherals Address selected Lead in selected high-volume applications high-volume smartphone Lead in Lead in embedded with differentiated products applications with car electrification processi
Slide 9: Microcontrollers & Digital ICs Group
Microcontrollers & Digital ICs Group Claude Dardanne President, Microcontrollers & Digital ICs Group
Slide 10: MDG group at a glance
28% MDG group at a glance of ST 2019 revenues Key financial data by subgroup 2019 Revenue CAGR 2016 - 2019 $ 2.64B Microcontrollers & Digital ICs Group MMS +6.8% +4.9% $2.01B $0.63B MDG RFC* - 0.5% Microcontrollers, Radio Frequency Memories and Communication * Including discontinued set-top box busi
Slide 11: Microcontrollers & Digital ICs Group
Microcontrollers & Digital ICs Group MMS RFC Leadership in Leadership in Leadership in Focus in RF Secure Embedded Processing EEPROM Communication Solutions STM32 STM32 Embedded ST25 ST Advanced General Purpose Industrial Security RF EEPROM RF Microcontroller Microprocessor Smartcards Serial Wired T
Slide 12: ST embedded processing position excl. automotive
ST embedded processing position excl. automotive ST Microcontrollers Revenues * +9.6% CAGR 16.5% 18.1% Share* Share* 2016 2019 * Excluding Automotive MCUs Source: WSTS, 2020 12
Slide 13: General purpose microcontrollers ranking trend
General purpose microcontrollers* ranking trend Rank 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 1 Renesas + Renesas Renesas Renesas Renesas Renesas Renesas Microchip Microchip Microchip Microchip 2 Panasonic Atmel Atmel Atmel Microchip Microchip Microchip + Renesas Renesas 3 Microchip Mi
Slide 14: Embedded processing market trend
Embedded processing market trend 12,000 Key Applications 10,000 STM32 +5.4% Microprocessors • Appliances & Smart Home CAGR 8,000 • Wellness & fitness & Personal $M 6,000 healthcare 4,000 • Industrial & Power tools STM32 • Smart Metering 2,000 Microcontrollers • & Industry 4.0 / Factory Automation 0
Slide 15: Embedded processing growth drivers - Industry 4.0
Embedded processing growth drivers - Industry 4.0 Growth Drivers Industrial Example Wireless Connectivity Asset Tracking End-to-end Security Authentication AI at the Edge Predictive Maintenance Ultra Low Power Asset Tracking Motor control and Power system digitalization BLDC Motors (*) GP MCUs, excl
Slide 16: STM32 product family
STM32 product family Strengthening embedded processing STM32 More More Advanced More Local Wireless Security Autonomy Expanded Ecosystem Connectivity (<1 TOPS) AI SW Wired, Wireless, Development AI, Security, Tools SW Libraries More application-specific value-added IP Hardware Abstraction Layer More
Slide 17: STM32 wireless connectivity offer
More Wireless Connectivity STM32 wireless connectivity offer Network Point-to-point Near Field In BlueTooth Development Communication ZigBee Ultra-Wide Thread Band Wi-Fi IoT In Development LoRa From reference design solution SigFox to STM32 SoC solution LTE Cat-M NB IoT 17
Slide 18: IoT cellular connectivity Go to market strategy
More Wireless Connectivity IoT cellular connectivity Go to market strategy Turnkey cellular solution leveraging RF, ST SIM technology and the STM32 foundation RF RF FEM FEM NB IoT RIOT CAT M Micro RF modem Modem FEM Flash Flash IoT Cellular Module IoT Cellular Modulel IoT Cellular Modulel Fully inte
Slide 19: Ultra Wide Band Go to market strategy
More Wireless Connectivity Ultra Wide Band Go to market strategy RF RF RF RF FEM FEM FEM FEM Industrial Module Industrial chipset Smartphone solution Smartphone chipset IoT Solution Automotive Secure solution 802.15.4.z POM 802.15.4.z POM ST Solution 19
Slide 20: End-to-end security for embedded processing
More Advanced Security End-to-end security for embedded processing 12 Security Integrity building blocks Protect Identify Abnormal Situation Secure Boot Silicon Device Lifecycle Handling Secure Install / Update Crypto Engine Software IP protection Secure Storage Audit/Log Secure Manufacturing Identi
Slide 21: Edge AI STM32 enabling ever smarter objects
More Local Autonomy (<1 TOPS) Edge AI AI STM32 enabling ever smarter objects Community Advanced Cube.AI Condition monitoring Computer Vision Sound Analysis Ever Smarter STM32 SoC with Objects proprietary NPU* * Neural Processing Unit 21
Slide 22: Relentlessly growing portfolio
Relentlessly growing portfolio Industrial & consumer markets focus Leader in Arm® Cortex®-M 32-bit General Purpose MCU STM32-MP1 MPU STM32-F2 STM32-F4 STM32-F7 STM32-H7 High Perf MCUs + STM32-F0 STM32-G0 STM32-F1 STM32-F3 STM32-G4 Mainstream MCUs + STM32-L0 STM32-L1 STM32-L4 STM32-L4+ STM32-L5 Ultra
Slide 23: State-of-the-Art STM32 ecosystem
State-of-the-Art STM32 ecosystem Key for OEMs to chose an MCU/MPU User Application Sensors & AI Expanded Ecosystem Actuators Libraries Cloud connectors to cloud service providers Motor Wired, Wireless, Graphics Audio SW Development Control AI, Security, Tools SW Libraries Wired Wireless Communicatio
Slide 24: Secure solutions for personal electronics
Secure solutions for personal electronics Application Application processor Network Authentication processor NFC SW Stack Basic SIM NFC SW Stack SIM eSIM → #1 WW Supplier SIM ST33 ST33 eSIM ST33 eSE Mobile transaction NFC + eSIM + eSE ST33 • Secure element • All-in-one device • Reduced BOM NFC • NFC
Slide 25: Secure solutions Automotive market
Secure solutions Automotive market Secure Connectivity for Device Integrity for Engine Control safety & maintenance eCall (*) Tamper resistant device Telematics SW Integrity checks ST4SIM-A Secure storage of confidential data eSIM for automotive ST33-A Secure element (*) Mandatory emergency Call fea
Slide 26: Contactless Market: Booming opportunities
Contactless Market : Booming opportunities ST25 NFC tags & readers pervasion Comprehensive portfolio : Growing contactless markets : Personal electronics, Automotive, Industrial, Healthcare Short range – Long range > 10% CAGR 2018-2023 Readers • Lighting Active member ST25R • Metering Complete • Pay
Slide 27: Wireless communication trends
Wireless communication trends More bandwidth everywhere LEO satellite constellations User expectations • Improved global coverage • Disruptive innovation from dense areas to rural • mmWave frequency > 12 GHz areas > 24 GHz • Massive beamforming & MIMO • Disruptive innovation • Data Rate > 10Gbps • V
Slide 28: LEO satellite constellations
LEO satellite constellations New Space GEO (36 000 km) ST knowhow • Proprietary advanced Radio Frequency Silicon technologies : 130nm SiGe & 28nm FD-SOI • Phased Array antenna design (Beam forming) ST activities LEO (500-1200 km) • Enabling low-power, high-bandwidth integrated solutions for the boom
Slide 29: Technologies for Front-End Modules
Technologies for Front-End Modules Communications Infrastructure • ST supports an increasing number of functions in RF-FEM IoT Smart Object RF FEM • We serve our customers in COT (wafers) and ASSP (modules) business models • ST leverages its proprietary technologies to optimize performance, form fac
Slide 30: Takeaways
Takeaways MDG revenue trend ($M) 1,400 12.2% • Reinforce our Embedded Processing 1,200 leadership position 1,000 800 • Consolidate Leadership position for 600 Secure solutions 400 • Directly address RF communication 200 infrastructure and IoT, capitalizing on 0 proprietary technologies 1H19 1H20 30
Slide 31: Thank you
Thank you © STMicroelectronics - All rights reserved. ST logo is a trademark or a registered trademark of STMicroelectronics International NV or its affiliates in the EU and/or other countries. For additional information about ST trademarks, please refer to www.st.com/trademarks. All other product o