Slide 1: Analog, MEMS & Sensors Group
Analog, MEMS & Sensors Group Benedetto Vigna President Analog, MEMS & Sensors Group
Slide 2: AMS group at a glance
34% AMS group at a glance of 2019 ST revenues Key financial data 9 months 2020 revenues 9 Months - YoY evolution MEMS & $ 2.5B AMS Sensors Analog, MEMS & Sensors Group +13% +12% Analog $1B $1.5B +10% Analog MEMS & Sensors A wide range and Serving more than diversified product portfolio to support a
Slide 3: AMS strategy addressing underlying trends
AMS strategy addressing underlying trends Sensorization of the world around us Smarter and more efficient energy use 3
Slide 4: AMS strategy
AMS strategy Products Markets Analog • Application Specific • General Purpose • Strategic focus on industrial & automotive end markets MEMS & Sensors • Address specific high-volume opportunities in personal electronics • MEMS Sensors & Actuators • Selective approach in Communications Equipment and C
Slide 5: From zero to billions...
From zero to billions... life.augmented
Slide 6: MEMS Sensors & actuators: Technology & products
MEMS Sensors & actuators Technology & products Differentiated Technologies [Thelma*, Bastille*…] AI at the Edge of the Edge *ST proprietary MEMS technologies Motion and pressure sensors Micro-actuators for inkjet printing, for multiple markets and applications AR/VR and LiDAR • Higher accuracy • Inn
Slide 7: Optical sensing solutions diversification: Technology & products
#1 Time-of-Flight-Sensors Optical sensing solutions diversification Technology & products Direct Time-of-Flight All-in-one Time-of-Flight modules 40 nm SPAD, 3D-SPAD Longer ranging, wider field-of-view indirect Time-of-Flight Time-of-Flight sensors 4.6 µm fast photodiode Higher resolution, 3D - BSI
Slide 8: Optical sensing solutions diversification: Customers
#1 Time-of-Flight-Sensors Optical sensing solutions diversification Customers World Facing 5th Generation of Time-of-Flight solutions 40 nm SPAD Multi-zone ~200 smartphones including ST FlightSenseTM Photos courtesy of TechInsight 8
Slide 9: MEMS & sensors for automotive
MEMS & sensors for automotive Motion MEMS LiDAR Global Shutter sensors for safety & telematics for ADAS & autonomous driving for in-cabin monitoring #1 In MEMS for Automotive telematics Leadership in global shutter sensors 9
Slide 10: MEMS & sensors for industrial IoT
MEMS & sensors for industrial IoT High performance sensors Wireless and wireline communication High Accuracy Ultra Low Power Machine Learning + Metering Asset Predictive Real-time Electricity, tracking maintenance monitoring Gas, Water 10
Slide 11: ST MEMS mirrors for Augmented Reality
ST MEMS mirrors for Augmented Reality 2 Remote control (1) (2) & optimization Digital interaction Cloud Analytics Sensor Digital Twin Monitoring data flow Smart connected Augmented Reality machine devices (1): https://www.youtube.com/watch?v=eqFqtAJMtYE 11 (2): https://www.youtube.com/watch?v=Rx-75Z
Slide 12: Analog – General purpose
Analog – General purpose Leverage broad portfolio to address mass market through distribution partners Power Management Interfaces Signal Conditioning USB Type-C USB Battery Current AC-DC DC-DC & Charging Operational Management Sensing Converters Converters Power Controllers & Amplifiers ICs Amplifi
Slide 13: Analog – Application specific: Leadership in energy management
Analog – Application specific Leadership in energy management Smart GaN solutions for higher Power management solution Power management solutions efficiency and power density for ST industrial MPUs for servers, CPU, GPU, SSD 13
Slide 14: Analog – Application specific: Metering & motion control
Analog – Application specific Metering & motion control Metering – 38% Market Share Motion Control – 11% Market Share Stepper Brushless DC Brushed DC Powerline Communication Motor Drivers 25% of industrial business in 2020 coming from products less than 2 years old Source: ABI Research, WSTS, ST Est
Slide 15: Analog – Application specific: Galvanic isolation
Analog – Application specific Galvanic isolation Galvanic isolation solutions for industrial robots and multiple applications High Voltage Low Voltage 15
Slide 16: Analog – Application specific: Wireless charging solutions
Analog – Application specific Wireless charging solutions soon… > 50 W - Under Development Suitable for industrial applications e.g. power tools 25-50 W Flagship smartphones, tablets, laptops Receive & Transmit Available on the market Transmit Ultra fast charging and proprietary protocol 10-25 W Ent
Slide 17: Takeaways
Takeaways AMS revenue growth 9 months YoY 3,000 +12% 2,500 • Broadest portfolio of MEMS and Optical Sensing Solutions rapidly expanding through 2,000 diversification 1,500 • General Purpose & Application Specific Analog 1,000 products addressing all markets served by ST 500 • Innovation DNA: Technol
Slide 18: 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