Slide 1: Analog, Power & Discrete, MEMS and Sensors Group
Analog, Power & Discrete, MEMS and Sensors Group Marco Cassis President, Analog, Power & Discrete, MEMS and Sensors Group
Slide 2: Agenda
Agenda 1 Introduction 2 Smart Mobility 3 Power & Energy 4 Intelligent Things 5 Takeaways
Slide 3: Revenue overview – APMS
Revenue overview – APMS APMS Group revenue $B APMS Segments $B 5.0 2024 – 9 months 4.0 2024 – 9 months $5.9B Analog, $3.6B 3.0 2.0 1.0 MEMS & 0.0 9.0 Sensor Q1-Q3 Q1-Q3 Q1-Q3 7.5 Industrial 2022 2023 2024 6.0 Automotive 4.5 3.0 3.0 Personal electronics 2024 – 9 months 1.5 2.0 CECP Power & 0.0 Q1-Q3
Slide 4: Bridge the physical & digital worlds, enable a more sustainable future
Bridge the physical & digital worlds enable a more sustainable future Intelligent Safe Efficient Analog – General purpose & application specific Ecosystem Power – Silicon and wide bandgap materials Ecosystem Sensors – MEMS & imaging
Slide 5: ST strategy – APMS
ST strategy – APMS Broad product portfolio Focused market approach 15,000+ products $100B+ SAM 100,000+ Customers Power Strategic focus on industrial & automotive end Power transistors markets Discrete & filters Address specific high-volume opportunities in personal Analog electronics Application sp
Slide 6: APMS product portfolio
APMS product portfolio Power Analog Sensors Power transistors Discrete & filter Application specific General purpose MEMS Imaging Silicon MOSFETs Thyristor & Triac Automotive: Battery AC-DC, DC-DC Smart sensors CMOS image sensors IGBTs Ultrafast & SiC Diodes Management, Traction, MOSFET, IGBT, SiC,
Slide 7: Leader in silicon carbide and electrification
APMS Power Leader in silicon carbide and electrification Products Key strengths Power transistors Discrete & filter Complete power technology portfolio from low to high-voltage Silicon MOSFETs Thyristors & Triacs Leveraging competitive IDM model IGBTs Ultrafast & SiC Diodes Fully vertically integr
Slide 8: Leader in ASIC and application-specific analog
APMS Analog Leader in ASIC and application-specific analog Products Key strengths Application specific General purpose Very large technology & products portfolio addressing all markets Automotive: Battery Management, AC-DC, DC-DC Strong application and system knowhow Traction, Braking, Airbag, Door
Slide 9: Leader in MEMS and imaging
APMS Sensors Leader in MEMS and imaging Products Key strengths MEMS Imaging 30 billion sensors sold to date Smart sensors CMOS image sensors A pioneer in both MEMS and imaging industries Biosensors 3D Camera In-house technology development & manufacturing 6-axis Inertial measurement unit ToF sensor
Slide 10: APMS growth stems from key trends
APMS growth stems from key trends Smart Mobility Power & Energy Intelligent Things Safer Greener generation Intelligent Greener Smarter transmission Sustainable More connected Efficient utilization Transformative 20% CAGR ‘24-’27 for L2+ cars Electricity consumption x2.5 from 2023 to >3 billion edge
Slide 11: Smart Mobility
Smart Mobility
Slide 12: Automotive TAM to double by 2030 driven by electrification
Automotive TAM to double by 2030 driven by electrification 99 xEV: +9% 91 96 Intelligent Braking CAGR ‘24-’30 Power switch System 34 49 58 Light vehicle >40% >50% 56 2023 market share 2023 market share production 48 42 ICE: -5% (Mu) 2024 2027 2030 CAGR ‘24-’30 ICE xEV Total Silicon ICE MOSFET Powert
Slide 13: Smart mobility trends driving car architecture and technology evolution
Smart mobility trends driving car architecture and technology evolution Safer More connected Greener Enhanced safety features Connected vehicles Electric vehicles Advanced driver assistance systems Digital experience Stricter emissions standards Self-driving vehicles Post-purchase Services Alternati
Slide 14: Brake-by-wire will double ST content per car
Brake-by-wire will double ST content per car Today Tomorrow Smart power braking market Conventional hydraulic braking system moving to full-electric Brake-by-Wire 2024 SAM Electro-hydraulic Braking ECU Wheel Control Unit ~770 M$ MCU Power Supply MCU Electronic Brake Parking Brake Booster ESC Service
Slide 15: ST offers smart, safe, and accurate sensors covering the fastest growing applications
ST offers smart, safe, and accurate sensors covering the fastest growing applications Vehicle Infotainment, Body Interior dynamics telematics, ADAS & convenience monitoring IMU for electronic stability control, IMU for navigation/precise Accelerometer for key fob and CIS for driver monitoring and ro
Slide 16: ST's innovation will allow us to continue to lead in door zone
ST’s innovation will allow us to continue to lead in door zone with car architecture evolution Today Tomorrow Domain-oriented E/E architecture Global Vehicle Production by E/E architecture Zone-oriented E/E architectures 96 99 91 12% 28% DZ500 DZ500 DCU DCU Zonal Zonal ZCU ZCU 97% 88% 72% DCU DCU DZ
Slide 17: Enabling reliable and safe energy supply in cars
Enabling reliable and safe energy supply in cars with ST’s advanced VIPower and BCD technologies Targeting 40%+ market share by 2027 Replacing both standard fuses and relays with advanced diagnostic and enhanced functional safety Ensuring fast fault isolation, real time diagnosis and supply availabi
Slide 18: Automotive bus system transition from 12 to 48 V
Automotive bus system transition from 12 to 48 V A new opportunity to lead in electrification Benefits of 48 V Higher levels of power across thinner, lighter, and less expensive wiring ST well positioned to benefit from the harnesses with reduction in current transition with a broad portfolio consum
Slide 19: Transition to plug-in and full hybrid powertrains increases smart power content
Transition to plug-in and full hybrid powertrains increases smart power content per vehicle Hybrid Vehicle production Silicon content doubling [Mu] 9.2% ICE: 1 ECU/car xHEV: 3 ECU/car CAGR MCU MCU MCU MCU 20.2 EMS U-Chip System IC VCU System EMS U-Chip Motor IC Motor Gate-Driver Sensor Controls Cont
Slide 20: Leading car electrification with key components and a comprehensive portfolio
Leading car electrification with key components and a comprehensive portfolio Traction inverter DC AC SiC MOSFET, E-compressor PTC Heating Trench Field Stop IGBT, $6B TAM ‘24 Power modules, Traction Galvanic-isolated drivers, 18.3% CAGR 24-27 inverter HV Battery Operation amplifier, DC-DC converter
Slide 21: SiC market dynamics and strategic focus: changes and continuities
SiC market dynamics and strategic focus: changes and continuities What changes What stays the same Global EV growth pace and shift of focus to hybrid Strong long-term growth of the SiC market models ~30% long-term market share ambition Evolving customer landscape in the automotive ST’s manufacturing
Slide 22: ST is a pioneer and the leader in silicon carbide
ST is a pioneer and the leader in silicon carbide 25+ years experience SiC TAM $B Fourth generation of technology ramping 23% ~12 CAGR Optimized Ron and Tj for motor drive Gen1 Leading the market applications $1.14B revenues in 2023 Balanced Ron and Qg for industrial Gen2 3.4 ~40% SiC MOSFET & and a
Slide 23: ST has more SiC engagements with top Chinese EV makers than any other supplier
ST has more SiC engagements with top Chinese EV makers than any other supplier Car Maker A B C D E F G H I J K L M N O P Q Supplier 1 Supplier 2 Supplier 3 Supplier 4 Supplier 5 Supplier 6 Supplier 7
Slide 24: Takeaways: winning in smart mobility
Takeaways: winning in smart mobility Large and growing opportunity thanks to transformation of industry Targeting to grow 2x the market Strong customer base Key technologies Over 30 years of automotive experience SiC discretes and module Strong relationships with key automotive car Vertical Integrat
Slide 25: Power & Energy
a Power & Energy
Slide 26: Power & energy trends
Power & energy trends Greener generation Smarter transmission Efficient utilization Rising demand Smart grid technologies More power-hungry factories, servers.. Renewable sources Smart buildings and IoT Better use of every watt Reducing emissions Charging infrastructure Efficient energy conversion
Slide 27: Benefiting from the shift to renewable energy sources
Benefiting from the shift to renewable energy sources power range from 1 kW to over 100 kW DC Energy generation and AC storage Photovoltaics is the fastest-to- deploy electricity source DC-DC DC-AC Power conversion Power conversion $120 $150 Typical BOM Typical BOM SiC and Silicon Power MOSFET Power
Slide 28: Complete solutions to address fast EV DC charging
Complete solutions to address fast EV DC charging power range from under 50 kW to over 350 kW Electric Vehicle DC charger AC-DC DC-DC Power conversion Power management $400 $650 SiC and Silicon Power MOSFET SiC and Silicon Power MOSFET Typical BOM Typical BOM today 2027 Power module IGBT IGBT Power
Slide 29: Wireless communication opening new opportunities in energy metering
Wireless communication opening new opportunities in energy metering Enlarging SAM from a strong leadership position in smart grid power line communication Today Installed base Tomorrow connected meters AFE MCU Metering Powerline communication $5 $7 BOM today BOM 2027 Metering System-on-Chip MCU AFE
Slide 30: Saving energy through efficient motor control solutions
Saving energy through efficient motor control solutions Digital, safe, efficient motors, saving up to 20% energy consumption Broadest product offer in the market from few 10 W to > 100 KW Industrial motors Monolithic, SiP High-voltage & Si, SiC MOSFET, Discrete & AC-DC DC-DC, High performance motor
Slide 31: Smart power GaN technology for higher energy efficiency
Smart power GaN technology for higher energy efficiency System-in-package approach exploits GaN’s power density in compact power conversion Smart Power GaN Power conversion fast Systems in Package chargers and adapters $2 BOM SAM $M 195 Mu 680 Mu Market Today Market in 2027 1,550 818 246 2024 2027 2
Slide 32: Addressing higher power and higher efficiency needs of AI data centers
Addressing higher power and higher efficiency needs of AI data centers AI servers require 10x more power AC-DC DC-DC $500 $1,000 Power supply unit Power management Kit value ST Kit value today 2030 SiC and Si HV MOSFET Multi-phase controllers Si LV MOSFET (100V) Smart power stages Diodes and SCR Poi
Slide 33: Takeaways: winning in power & energy
Takeaways: winning in power & energy Growing and fragmented market Target low teens growth in line with the market Strong technology roadmaps Wide portfolio Go-to-Market strategy Wide power process technology from low to 15,000 products to support growing Addressing both OEMs and distribution high p
Slide 34: Intelligent Things
Intelligent Things
Slide 35: Intelligent things trends
Intelligent things trends Intelligent Sustainable Transformative AI-driven decision making Energy efficiency User experience Edge computing Eco-friendly material Changing work & lifestyle Personalization Circular economy Enhancing health & wellness
Slide 36: Enabling selective high-volume opportunities with broad analog and sensor portfolio
Enabling selective high-volume opportunities thanks to broad analog and sensor technology portfolio Already powering countless intelligent devices 6-axis IMU, biosensors, pressure, accelerometers, Battery management, wireless charging, PMIC, sub-PMIC temperature, image sensors, proximity & ranging,
Slide 37: Our sensor vision for tomorrow
Our sensor vision for tomorrow Smart sensors, enabled through technology fusion & embedded AI State-of-the-art proprietary technology performance in sensing & actuating Sensor fusion at silicon or package level to reduce size & cost Embedded processing & edge AI for localized intelligence
Slide 38: Intelligent MEMS sensors for higher efficiency in high-volume applications
Intelligent MEMS sensors for higher efficiency in high-volume applications Applications with in-sensor AI Ecosystem for developer engagement Anticipating user actions A roadmap for in-sensor processing Monitoring car status Detecting complex gestures and activities >20 MLC Generation 3 sensors relea
Slide 39: Leveraging our breadth of capabilities to create innovative smart optical devices
Leveraging our breadth of capabilities to create innovative smart optical devices Smart sensor fusion Smart feature creation Smart system solutions 1.4M pix 2.6 µm image sensor 5 Mpix 2.2 um image sensor All-in-one dToF system Unique embedded AI & image Fusion of RGB & NIR sensing ST manufactured se
Slide 40: Continuing to build competitive advantage in sensor technologies
Continuing to build competitive advantage in sensor technologies for future growth THELMA Accuracy Small form factor sensors PETRA Sustainable materials actuators High sensitivity Low power & noise Optical sensors Small footprint Micro-optics Multiple optical Dramatic size & cost functions reduction
Slide 41: Takeaways: winning in intelligent things
Takeaways: winning in intelligent things Targeting to grow 2x the served market Roadmaps of engaged key customer programs Strong technology roadmaps In-house manufacturing capacity #1 European IDM for optical sensing technology Proprietary front-end & back-end technology MEMS & Imaging dedicated tec
Slide 42: APMS takeaways
APMS takeaways Leveraging ST’s IDM model, investing in proprietary technologies to lead in smart mobility, power & energy and intelligent things Power Smart Mobility Leading in Silicon Carbide, vertical integrated manufacturing Wide portfolio of technology and products supporting electrification Gro
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