Automotive Business Development - Taiwan Semi · Global service Footprints of Manufacturing Sites...

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Transcript of Automotive Business Development - Taiwan Semi · Global service Footprints of Manufacturing Sites...

Page 1: Automotive Business Development - Taiwan Semi · Global service Footprints of Manufacturing Sites Product portfolio Business performance Finance overview Automotive Market Update
Page 2: Automotive Business Development - Taiwan Semi · Global service Footprints of Manufacturing Sites Product portfolio Business performance Finance overview Automotive Market Update

Automotive Business Development

2018 Rev1.1 Prepared by Stanley Lin Associate Vice President, Automotive SBU

Page 3: Automotive Business Development - Taiwan Semi · Global service Footprints of Manufacturing Sites Product portfolio Business performance Finance overview Automotive Market Update

Content

Pages Duration

Company Update

Company overview

12 00h15mn

Global service

Footprints of Manufacturing Sites

Product portfolio

Business performance

Finance overview

Automotive Market Update Industry overview

8 00h10mn Development Trend

Roadmap Product & Technology Roadmap 4 00h05mn

Growing Momentum ECU (Electrical control unit)

25 00h20mn Electrical Vehicle Charging

Q & A Open discussion 1 00h05mn

Page 4: Automotive Business Development - Taiwan Semi · Global service Footprints of Manufacturing Sites Product portfolio Business performance Finance overview Automotive Market Update

Company Update

2018 Rev1.1 Prepared by Stanley Lin Associate Vice President, Automotive SBU

Page 5: Automotive Business Development - Taiwan Semi · Global service Footprints of Manufacturing Sites Product portfolio Business performance Finance overview Automotive Market Update

Company Overview

• Establishment • Jan-18-FY1979

• Business scale • FY2017 TSC Group (TSC+TSC Auto ID) $296M • FY2017 TSC $174M

• Headquarter • Xindian Dist., New Taipei City,

• Products • Rectifier, TVS, Small signal diodes, MOSFET, Analog ICs

• Manufacturing sites • Wafer : LiJe/TW; Tianjing/CHINA • Assembly & test : I Lan/TW; Sandong/CHINA

• Employees • 1,800+

• Group Structure

Page 6: Automotive Business Development - Taiwan Semi · Global service Footprints of Manufacturing Sites Product portfolio Business performance Finance overview Automotive Market Update

Corporate Milestones

TSCE Office Munich, Germany

1979

Foundation Taipei, Taiwan

1988

1st Production Facility Set-Up I-Lan, Taiwan

1995

TEW Production

Facility Set-Up Tianjing, China

TSCA Office Pomona, CA, USA

2000

Registered OTC Stock market Taiwan

TSCK Office Seoul, Korea

2002

TSC SH Office Shanghai, China

MOS/TR R&D HQ, Taiwan

TSC SZ Office Shenzhen, China

TSCJ Office Tokyo, Japan

2005

TSCH Logistic Office Hong Kong

2007 2012 2010

Diode Assembly

Facility Set-Up I-Lan, Taiwan

MOS Assembly Facility Set-Up I-Lan, Taiwan

2016

Automotive Grade MOS & Car Lighting IC Development HQ, Taiwan

2014

Power Mgmt. IC R&D Set-Up HQ, Taiwan

2017

Li-Je, YEW MES(Manufacturing

Execution System),

QMS(Quality

Management System)

Implementation

Automotive Grade Power Management IC Development HQ, Taiwan

1993

Li-Je Production Facility Set-Up I-Lan, Taiwan

YEW upgrade production Automation Shandong, China

YEW Production

Facility Set-Up Shandong, China

Page 7: Automotive Business Development - Taiwan Semi · Global service Footprints of Manufacturing Sites Product portfolio Business performance Finance overview Automotive Market Update

Global Service

Founded in Taiwan 12 Branch Offices Worldwide 4 Production Sites in Asia

TIANJIN

YANGXIN

SEOUL

TOKYO

SHANGHAI

SU ZHOU

SHENZHEN

HONG KONG

TAIPEI/HQ

I-LAN

LI-JE

MUNICH PARIS

MANCHESTER

BALTIMORE, MD

CARMEL, IN

BREA, CA

HEADQUARTERS BRANCH OFFICES PRODUCTION SITES

Page 8: Automotive Business Development - Taiwan Semi · Global service Footprints of Manufacturing Sites Product portfolio Business performance Finance overview Automotive Market Update

Footprint of Manufacturing Sites

YANGXIN, CHINA Backend (Assembly)

I-LAN, TAIWAN Backend (Assembly)

LI-JE, TAIWAN Frontend (Wafer)

Tianjin, China Frontend (Wafer)

Page 9: Automotive Business Development - Taiwan Semi · Global service Footprints of Manufacturing Sites Product portfolio Business performance Finance overview Automotive Market Update

Product Portfolio – Focus On Solutions

Overview about Avaliable Products

Power Management ICs

• Amplifier & Comparator

• Analog IC

• Reset IC

• Voltage and Current Controller

• Hall Effect Sensor

• Omni-Polar

• Unipolar

• Latch

• Linear

• Lighting IC

• AC-DC LED Lighting IC

• DC-DC LED Lighting IC

• Linear LED Driver

• Linear Voltage Regulator

• Standard Linear Voltage Regulator

• Low Dropout Voltage Regulator

• Ultra Low Dropout Voltage Regulator

Discrete Devices

• Bridge Rectifier

• Standard Bridge

• Fast Recovery Bridge

• High Efficiency Recovery Bridge

• Super Fast Recovery Bridge

• Schottky Bridge

• Diode

• Standard Rectifier

• Auto Rectifier

• Fast Recovery

• High Efficient Recovery

• Super Fast Rectifier

• Ultra Fast Rectifier

• Schottky

• ESD Capability Rectifier

• Switching Diode & Array

• TVS

• Zener Diode & Array

• ESD Protection Diode & Array

• MOSFET

• Super Junction

• N-Channel

• P-Channel

• P-Channel Integrated Schottky

• Complementary

• Transistor

• NPN Bipolar Transistor

• PNP Bipolar Transistor

• Complex Digital Transistor

• Switching Regulator

• DC/DC Converter (Integrated Switch)

• DC/DC Controller (External Switch)

• Voltage Reference

• 1.24V Reference Voltage

• 2.495V Reference Voltage

Page 10: Automotive Business Development - Taiwan Semi · Global service Footprints of Manufacturing Sites Product portfolio Business performance Finance overview Automotive Market Update

TSC Products Overview

Product Family Active PNs AECQ PNs AECQ/Active PNs

TVS 2145 2145 100%

Power Zener 339 339 100%

Schottky 975 656 67%

Bridge 418 220 53%

Standard 252 177 70%

ESD capability rectifier 4 4 100%

FRD 158 99 63%

HER 286 237 83%

Superfast 353 307 87%

Ultrafast 90 84 93%

Total 5020 4268 85%

Page 11: Automotive Business Development - Taiwan Semi · Global service Footprints of Manufacturing Sites Product portfolio Business performance Finance overview Automotive Market Update

Industrial Bosch

Danfoss

Grundfos

GE

Rockwell

Schneider

Siemens

Power Supply & Consumer Bosch Siemens

Braun

Delta Electronics

Dyson

Flex Power

LG

Miele

Panasonic

Sharp

Samsung

Sony

Whirlpool

Automotive (Behr-)Hella

Continental

Delphi

Kostal

Lear

Sumitomo

Wabco

Lighting BAG

Helvar

Osram

Panasonic Lighting

Philips Lighting

Sharp Lighting

Tridonic

Universal Lighting

Vossloh-Schwabe

Applications, Split & Reference Customers

PWR 33%

Lighting 16%

Auto. 20%

IND. 12%

CON. 10%

Others 9%

CN 41%

EU 21%

KO 16%

TW 8%

US 6%

JP 5%

R.O.W 3%

FY 17 Revenue $USD 174M

FY 17 Revenue $USD 174M

Page 12: Automotive Business Development - Taiwan Semi · Global service Footprints of Manufacturing Sites Product portfolio Business performance Finance overview Automotive Market Update

Shanghai Munich Electronica

FY18’ (Plan) Mar-14~16

Page 13: Automotive Business Development - Taiwan Semi · Global service Footprints of Manufacturing Sites Product portfolio Business performance Finance overview Automotive Market Update

Sales Trend & Profitability ($MNTD)

Revenue ($MNTD) Gross Profit & Margin ($MNTD)

Operation Profit & Margin ($MNTD) Net Profit & Margin ($MNTD)

7,640 7,745 8,702 8,994

0

2,000

4,000

6,000

8,000

10,000

FY2014 FY2015 FY2016 FY2017

2,453 2,679

3,157 3,310

32% 35%

36% 37%

20%

25%

30%

35%

40%

45%

50%

0

1,000

2,000

3,000

4,000

FY2014 FY2015 FY2016 FY2017

1,304 1,449 1,506

1,618

17% 19% 17% 18%

0%

10%

20%

30%

40%

0

1,000

2,000

FY2014 FY2015 FY2016 FY2017

916 1,131 1,119

1,261

12% 15% 13% 14%

0%

10%

20%

30%

40%

0

1,000

2,000

FY2014 FY2015 FY2016 FY2017

Page 14: Automotive Business Development - Taiwan Semi · Global service Footprints of Manufacturing Sites Product portfolio Business performance Finance overview Automotive Market Update

EPS ($NTD) & Dividend Payout

1.61

2.51

3.31 3.34

3.77

1.20

2.00

2.50 2.50

3.00

74.5%

79.7%

75.5% 74.9%

79.6%

71.0%

72.0%

73.0%

74.0%

75.0%

76.0%

77.0%

78.0%

79.0%

80.0%

81.0%

0.0

0.5

1.0

1.5

2.0

2.5

3.0

3.5

4.0

4.5

5.0

FY2013 FY2014 FY2015 FY2016 FY2017

EPS Dividend Dividend Payout Ratio

Page 15: Automotive Business Development - Taiwan Semi · Global service Footprints of Manufacturing Sites Product portfolio Business performance Finance overview Automotive Market Update

EBITDA ($MNTD)

1,346

1,710 1,855

1,933 2,060

0

500

1,000

1,500

2,000

2,500

FY2013 FY2014 FY2015 FY2016 FY2017

Page 16: Automotive Business Development - Taiwan Semi · Global service Footprints of Manufacturing Sites Product portfolio Business performance Finance overview Automotive Market Update

Automotive Market Update

2018 Rev1.1 Prepared by Stanley Lin Associate Vice President, Automotive SBU

Page 17: Automotive Business Development - Taiwan Semi · Global service Footprints of Manufacturing Sites Product portfolio Business performance Finance overview Automotive Market Update

Change Of Automotive Industry

Electric Vehicle Connected Car Autonomous drive

Expansion of EV market Cloud service with connected car Accelerate Level 4 self-driving

Regulation of Zero emission OTA for maintenance & upgrade Driver-less Taxi service

Booming EV manufacturing companies

Threat of cyber attacking Utilize AI computing

Page 18: Automotive Business Development - Taiwan Semi · Global service Footprints of Manufacturing Sites Product portfolio Business performance Finance overview Automotive Market Update

Global Green Car Growth Trend By Power Type

0

5

10

15

20

2015 2016 2017 2018 2019 2020

48V Mild hybrid FHEV PHEV EV

Unit : M units

100% EV HEV

Motor

Inverter

Battery

Motor

Inverter

Battery

Engine

Gener-ator

FHEV : 42.4% 48V : 34.4%

Page 19: Automotive Business Development - Taiwan Semi · Global service Footprints of Manufacturing Sites Product portfolio Business performance Finance overview Automotive Market Update

Global EV (Electrical Vehicle) Market

Unit : K sets FY17’ FY18’ FY19’ FY20’ FY25’ FY30’

BEV 700 1,400 1,750 2,400 5,800 8,500

PHEV 480 930 1,160 1,600 3,200 4,600

EV Total 1180 2,330 2,910 4,000 9,000 13,100

YoY 66.1% 95.8% 24.7% 38.4% 17.5% 7.7%

Remarks • Norway FY2025 Stop sell Fuel Car • Holland FY2025 Stop sell Fuel Car • US CA FY 2030 Stop sell Fuel Car • Germany FY2030 Stop sell Fuel Car • Toyota FY 2050 Stop sell Fuel Car

Page 20: Automotive Business Development - Taiwan Semi · Global service Footprints of Manufacturing Sites Product portfolio Business performance Finance overview Automotive Market Update

Automotive Electronics Cost Structure in a Car

AE Cost % in a Car By Time

AE Cost % in a Car By Car Type

Average Semi Cost in a Car

20%

30% 35%

50%

0%

20%

40%

60%

FY2000 FY2010 FY2020 FY2030

15%

28%

47%

65%

0%

20%

40%

60%

80%

Executive Luxury Hybrid EV

Power 42%

MCUs 23%

Others 22%

Sensors 13%

Power 76%

Others 16%

MCUs 4%

Sensors 4%

Power 55% Others

27%

MCUs 11%

Sensors 7%

Engine Car ~$USD 320

Hybrid Car ~$USD 690

E-Car ~$USD 700

Page 21: Automotive Business Development - Taiwan Semi · Global service Footprints of Manufacturing Sites Product portfolio Business performance Finance overview Automotive Market Update

Overview of 48V Powernet

Core team LV 148 Standard

48 architecture (12V architecture upgrade type)

Classic 12V Boardnet 48V Boardnet

48V high power Electronics

Core

BMW

VW Audi

Bosch Hella

Daimler Porsche

Continental

Ford

PSA

Renault

Below 60V, no need extra protection system In same power, working current of 48V is only ¼ of

12V, loss is only 1/16 With BSG/ISG, can reduce size of engine, noise and

vibration Alternator size is 5KW to 20KW Support bigger power automotive devices Bidirectional DC/DC converters48V Belt Starter

Generator (BSG) easily replace original 12V Belt Starter Generator

CO2 reduction for vehicles

12V Battery system

Audio Lamp

12V

48V Battery system

DC/DC (Bidirectional)

48V starter/generator

eBooster

EPS/EHPS

Roll stabilization

AC compressor

Air bag Seat control

Door lock

Page 22: Automotive Business Development - Taiwan Semi · Global service Footprints of Manufacturing Sites Product portfolio Business performance Finance overview Automotive Market Update

Infotainment

Safety system

Body control

Chassis system

Engine Transmission

Automotive Supply Chain

Navigation

Audio

Air Bag

TPMS

ADAS

Lighting

Air-CON

ABS

IVI Transmission

Window lift Body control

Mirror

Chassis control

EPAS

OBD

AEC

Fuel Injection

Ignition

ECU

Air supply

Page 23: Automotive Business Development - Taiwan Semi · Global service Footprints of Manufacturing Sites Product portfolio Business performance Finance overview Automotive Market Update

Automotive Electronics Development Trend

Sensing Technology implementation

ADAS development and phase in More ECUs usage

MCU upgrade

Powerful and more function integration Consolidation of ECUs to drive high performance computing platforms Telematics

Communication/Interface

Enhance reliability Maintenance Autonomous cars

Safety, Environment, Efficiency

Automotive Power types change Design topologies change Proliferation of sensors and ECUs for compliance (NCAPs, NHTSA,..)

Data Collection

Execution ECU

Page 24: Automotive Business Development - Taiwan Semi · Global service Footprints of Manufacturing Sites Product portfolio Business performance Finance overview Automotive Market Update

Roadmap (Product & Technology)

2018 Rev1.1 Prepared by Stanley Lin Associate Vice President, Automotive SBU

Page 25: Automotive Business Development - Taiwan Semi · Global service Footprints of Manufacturing Sites Product portfolio Business performance Finance overview Automotive Market Update

3 Years Package Technology Roadmap

Current Rating

100(A)

10(A)

1.0(A)

0.1(A)

Y2018 Y2019 Y2020

Thin SMA/SOD-128

DO-218AB

TO-252-2 Thin DPAK DO-247

GUFP 5-pins

Three phase Bridge

Load Dump TVS

Specific design for OBC

High current density design

Page 26: Automotive Business Development - Taiwan Semi · Global service Footprints of Manufacturing Sites Product portfolio Business performance Finance overview Automotive Market Update

Integrated Circuit Roadmap

Product 2017 2nd Half 2018 1st Half 2018 2nd Half 2019 1st Half 2019 2nd Half

LED Driver

Automotive LED Driver

High Performance Linear Voltage Regulators

TS19502 80V DC-DC Single & Dual Channel Buck/Boost/Buck-Boost/SPEIC LED Controller

with Analog and PWM Dimming / AEC-Q100

TS19605 3 Channel Linear LED Driver/Controller with Analog and PWM Dimming

AEC-Q100

TS19501CB10H (Q2B) 45V DC-DC Single-Channel LED Controller with Analog and

PWM Dimming MSOP-10EP / AEC-Q100

TS19503CB10H 60V DC-DC Single-Channel Buck LED Controller with Analog and PWM Dimming

AEC-Q100 / MSOP-10EP

TS19820CS (Q1M) Non-Iso PWM/Linear DIM LED Driver with 3.3V LDO

45V Ultra low quiescent current (<11uA) linear voltage regulator Iout 100mA/Enable/Reset delay timing/Reset output/AEC-Q100

45V Low quiescent current (<60uA) linear voltage regulator Iout 150mA/Enable/AEC-Q100

TSCR420/421/400/402H (Q2B) Linear Constant Current Regulated LED Driver /

SOT-26 / AEC-Q100

45V Multi-function Low quiescent current (<60uA) linear voltage regulator Iout 500mA/Enable/Reset threshold adjustment/Reset, Watchdog output/AEC-Q100

In Developing In Planning

Page 27: Automotive Business Development - Taiwan Semi · Global service Footprints of Manufacturing Sites Product portfolio Business performance Finance overview Automotive Market Update

Automotive LV/MV MOSFET Product Roadmap B

VD

SS

2H ‘16

1H ‘17

2H ‘17

Q1 ‘18

Q2 ‘18

Q1 ‘19

Q2 ‘19

100V N-Ch PDFN56/ Dual & PDFN33 Family

Standard Level

60V N-Ch PDFN56 Family

Logic & Standard Level

30V N-Ch PDFN56/ Dual & PDFN33 Family

80V N-Ch PDFN56/ Dual & PDFN33 Family

Standard Level

40V N-Ch PDFN56 Family

Logic & Standard Level

Q3 ‘18

Q4 ‘18

40V N-Ch PDFN56 Family

Logic Level & Standard

60V N-Ch PDFN56 Family

Logic & Standard Level

30V N-Ch PDFN56 Family

80V N-Ch PDFN56/ Dual & PDFN33 Family

Standard Level

100V N-Ch PDFN56/ Dual & PDFN33 Family

Standard Level

Page 28: Automotive Business Development - Taiwan Semi · Global service Footprints of Manufacturing Sites Product portfolio Business performance Finance overview Automotive Market Update

Growing Momentum (Automotive)

2018 Rev1.1 Prepared by Stanley Lin Associate Vice President, Automotive SBU

Page 29: Automotive Business Development - Taiwan Semi · Global service Footprints of Manufacturing Sites Product portfolio Business performance Finance overview Automotive Market Update

TSC Growing Momentum on Automotive Segment

ECU (Electronics Control Unit)

ADAS development and phase in, more ECUs usage Smart and Intelligent car, high performance computing platforms Safety concern, need stronger protection capability

EV (Electrical Vehicle) Charging

Car Power type change, New demand High efficiency and thermal requirement. High performance components

required

Page 30: Automotive Business Development - Taiwan Semi · Global service Footprints of Manufacturing Sites Product portfolio Business performance Finance overview Automotive Market Update

ECU, control a growing list of vehicle functions

ECU = Engine Control unit = Electronics Control Unit = Micro Computer = Brain of a Car !!

Safety System ($4.9B, 16.8%) Airbag ECU AFS ECU Parktronic ECU Radar ECU Camera ECU

Body Control System ($4.4B, 15.1%) Dashboard ECU Air CON ECU Window lift ECU Seat ECU HID ECU Smart key ECU

Infotainment System ($5.2B, 17.8%) Navigation ECU Multimedia system ECU ETC ECU

Powertrain System ($4.8B, 16.4%) Engine ECU Sensor ECU Transmission ECU

Chassis System ($4.5B, 15.4%) Braking ECU ABS ECU, ESC ECU Speed sensors Suspension ECU Power steering ECU

Page 31: Automotive Business Development - Taiwan Semi · Global service Footprints of Manufacturing Sites Product portfolio Business performance Finance overview Automotive Market Update

Average ECUs per Car

0

20

40

60

80

100

120

140

FY2015 FY2016 FY2017 FY2018

Small Medium Large Executive Luxury Special

Unit : pcs units/Car

Page 32: Automotive Business Development - Taiwan Semi · Global service Footprints of Manufacturing Sites Product portfolio Business performance Finance overview Automotive Market Update

ECU, Brain of a CAR !! How a SMART Car !!

ECU Block Diagram

Signal input ADC, Interface

DC-DC converter

Drive circuit Output, IGBT,

Bridge, Injector

Load Motor, LED, Solenoids,

Lamp

MPU

HI load

12V load

HV load

Signal line protection

Fre

ewh

eel

ing

Rectification

Polarity protection

Seco

nd

ary

pro

tect

ion

Load

Du

mp

Battery Alternator

Analog Signal ex.transducer

Digital Signal ex.Switch state

Page 33: Automotive Business Development - Taiwan Semi · Global service Footprints of Manufacturing Sites Product portfolio Business performance Finance overview Automotive Market Update

ECU, Brain of a CAR !! How a SMART Car !!

Polarity protection Load Dump protection Rectification

Definition • Protect from reverse polarity connection • reverse transient voltage penetration

• Clamping surge voltage to acceptable low voltage to protect electronic circuits.

• Load dump function is required for almost all automotive electronics

• boost or buck type DC/DC converter or inverters

• 12/24 V to 5 V voltage converting for MPU of most electronic units

• 12/24 V to HV converting for air-bag igniter, engine ignition, LED, HID Ballast

Test Standard

• ISO 7637-2 :2010 pulse 1 and pulse 3a • JASO D001 : 94

• ISO 7637 : 2004, ISO • 16750-2 : 2010, JASO, Toyota TSC7001.

N/A

Design Concern

• Peak reverse voltage • Continuous forward current • IFSM capability

• Clamping capability (min 10% margin) • Load dump test capability

• Peak reverse voltage • Continuous forward current • IFSM capability

Products • STD, ESD Rectifier, BYG series • Load Dump TVS, High Power TVS • Planar/Trench SKY, Utrafast 200-600V

Secondary protection Signal protection Freewheeling

Definition

• Clamping surge voltage to acceptable low voltage to protect electronic circuits.

• Load dump function is required for almost all automotive electronics

• Protect from reverse polarity connection • reverse transient voltage penetration

Protect circuits from induced high voltage by inductance load in operation mode

Test Standard

• ISO 7637-2 :2010 pulse 1 and pulse 3a • JASO D001 : 94

• ISO 7637-3 • IEC 61000-4-2

N/A

Design Concern

• Peak reverse voltage • Clamping capability (min 10% margin) • Load dump test capability

• Peak reverse voltage • IFSM capability • ESD capability

• Peak reverse voltage • IFSM capability at freewheeling operation • Avalanche capability

Products • STD, ESD Rectifier, BYG series • TVS (PG), ESD • Planar/Trench SKY, Utrafast 200-600V

Page 34: Automotive Business Development - Taiwan Semi · Global service Footprints of Manufacturing Sites Product portfolio Business performance Finance overview Automotive Market Update

Protection Solution For Automotive Application

MCU/MPU

CO

MM

CAN

LIN

I/O

Data Port

Lighting Body & Chassis Electronics

LCD LED

I/O Port

RF 3G Module Wifi/Bluetooth/GPS Audio

Power V Boost V Buck V Digital

Vbat

TVS Protection (ISO7637-2 / ISO16750-2)

ESD Protection (IEC61000-4-2/ ISO10605)

Display

TVS/ESD Protection (ISO7637-2 / ISO16750-2/ IEC61000-4-2/ ISO10605)

ESD Protection (IEC61000-4-2/ ISO10605)

ESD Protection (IEC61000-4-2 ISO10605) U

SB2

.0

HD

MI

SIM

SD

Dig

i I/O

O

N/O

FF

Ke

ypad

G

PIO

TVS/ESD Protection (ISO7637-2/ ISO16750-2) (IEC61000-4-2/ ISO10605)

Output Driver

Page 35: Automotive Business Development - Taiwan Semi · Global service Footprints of Manufacturing Sites Product portfolio Business performance Finance overview Automotive Market Update

Threats Of Automotive Electronics –ESD(Transient wave)

Vehicle test - Internal points

Vehicle test - external points

Electrostatic Discharge Path - Inside Electrostatic Discharge Path - Outside

Page 36: Automotive Business Development - Taiwan Semi · Global service Footprints of Manufacturing Sites Product portfolio Business performance Finance overview Automotive Market Update

Threats Of Automotive Electronics –ESD(Transient wave)

ESD Standard

Vehicle test ISO 10605 vs. IEC 61000-4-2

Object Standard Evaluation Cause Automotive Customer

Electronic equipment

IEC 61000-4-2 Malfunction Human body VW(TL82466)

Vehicle Components

ISO 10605 Malfunction

Break Human body

GM(GVM3097), VW(TL82466), Ford(ES-XW7T), Citoren(B21-7110), BMW(GS95002)

Vehicle Components

SAE J1113-13 Malfunction

Break Human body

Standard Module Test Sensitivity Level

Test

ISO 10605

• 150pF/330Ω • 330pF/330Ω • 150pF/2000Ω • 330pF/2000Ω

• 150pF/330Ω • 330pF/330Ω • 150pF/2000Ω • 330pF/2000

IEC 61000-4-2 • 150pF/330Ω • 150pF/330Ω

Page 37: Automotive Business Development - Taiwan Semi · Global service Footprints of Manufacturing Sites Product portfolio Business performance Finance overview Automotive Market Update

Threats Of Automotive Electronics – Transient pulse

Vehicle test - Electrical disturbance by conduction and coupling ( Standard ISO 7637/ISO 16750)

Pulse Description

1 Connected directly to an inductive load in parallel

2a

Transient interruption of a device connected in parallel, due to hardness inductance

2b Transients from DC motor acting as a generator when ignition is switched off

3a/3b Switching transients due to distributed inductance and capacitance of hardness

4 Voltage dip due to starter-Motor current during cranking (Excluding spikes)

5 Load Dump

Wiper

Airbag

ABS

EEC

Motor

ESP

Alternator

Conventional

Central Load Dump

ISG (BSG/IMG)

Page 38: Automotive Business Development - Taiwan Semi · Global service Footprints of Manufacturing Sites Product portfolio Business performance Finance overview Automotive Market Update

SMD Type TVS Product Portfolio

Above Load Dump

TVS 3.6KW 4.6KW 6.6KW (NEW)

5KW 5.0SMDJxx

(New)

3KW SMDJxx

1.5KW 1.5SMCxx

SMCJxx TVSPBRxx

(New)

1KW 1KSMBxx

600W SMA6Fxx

(New) SMA6Sxx

(New) SMA6Jxx

P6SMBJxx SMBJxx

TPSMBxx

400W S4Fxx (New)

SMA4Fxx (New)

SM4Sxx (New)

P4SMAxx SMAJxx

200W SMFxx

150W MSPxx (New)

PKG

MicroSMA SOD-123W ThinSMA SOD-128 SMA SMB SMC SMPC DO-218AB

Page 39: Automotive Business Development - Taiwan Semi · Global service Footprints of Manufacturing Sites Product portfolio Business performance Finance overview Automotive Market Update

Load Dump TVS Market Demand

Products Load Dump TVS Segment Automotive Category New tech

Wafer Process GPP+Si3N4 PV Package DO-218AB SOP Jun-FY’18

Description

• Package DO-218AB compatible Tin ball prevention

• Product plan 6.6KW : 20 PNs 4.6KW : 20 PNs 3.6KW : 20 PNs

• SOP Plan E-Jun-Y18

• Potential customer >15+ Auto OEM customers >3+ alpha customers

Application

• ISO 16750-2 5a/5b – Load Dump TVS protect the load dump

transient which discharged bat. being disconnected while alternator is generating charging current

FY’18 FY’19 FY’20 FY’21 FY’22

TAM (Ku) 105,000 117,000 125,000 140,000 150,000

Page 40: Automotive Business Development - Taiwan Semi · Global service Footprints of Manufacturing Sites Product portfolio Business performance Finance overview Automotive Market Update

EV (Electrical Vehicle) Charging

On Board Charger

AC Charging

DC(Fast) Charging

AC

DC

DC

AC Motor

HSG ISG

AC Charging • 7.2KW (32A, 1-phase) • 22KW (3-phases) • Charging time, 7.2KW, 3-4hrs DC Charging • >50KW @ >100A • 80%, 30-60mins

HV Battery Pack

Fast Charging Module

PCU

Inverter

Inverter (Motor)

Boost Converter

DC-DC Converter

Inverter (HSG)

Page 41: Automotive Business Development - Taiwan Semi · Global service Footprints of Manufacturing Sites Product portfolio Business performance Finance overview Automotive Market Update

EV (Electrical Vehicle) Charging Market Trend

• DC charging • Storage charging • Mobile Charging • Convenient Charging

Page 42: Automotive Business Development - Taiwan Semi · Global service Footprints of Manufacturing Sites Product portfolio Business performance Finance overview Automotive Market Update

EV (Electrical Vehicle) Charging Market Scale

EV Market Demand

China EV Charging Station Demand

0

100,000

200,000

300,000

400,000

500,000

600,000

700,000

800,000

FY'17 FY'18 FY'19 FY'20

Hybrid PHEV BEV

0

500,000

1,000,000

1,500,000

2,000,000

2,500,000

3,000,000

FY'17 FY'18 FY'19 FY'20

• Power Module 3.3KW-20KW • Key Module Maker: Infypower, Increase • Key component of EV Charging Module:

Low VF Bridge, SJMOS (For PFC, with FRD fro DC-DC), Ultrafast 30A/600V-1200V DO-247, SiC 10A/600V TO-220

OEM End Customer

Kostal VW, GM, BMW, BenZ, 長城, 吉利

UAES Audi, VW, 上汽, 北企, 東風

Emerson GM, Ford, 上汽, 一汽

Valeo VW, GM,上汽, 一汽, 東風, BYD, 長安

Delphi VW, GM,上汽, 一汽, 日產, 奇瑞

欣瑞 北汽, 江淮, 長安, 華泰, 宇通, 銀隆

BYD BYD

Page 43: Automotive Business Development - Taiwan Semi · Global service Footprints of Manufacturing Sites Product portfolio Business performance Finance overview Automotive Market Update

Topologies for EV (Electrical Vehicle) Charging

AC/DC+PFC DC-DC Auxiliary SMPS

Singe phase +

Full Bridge LLC

Vienna +

Full Bridge LLC

Put TSC into Design

• Single phase Bridge rectifier • Ultrafast rectifier • TVS • Super junction MOSFET • SiC SBD

• Ultrafast rectifier • TVS • Super junction MOSFET • SiC SBD

• Ultrafast rectifier • Schottky rectifier

Page 44: Automotive Business Development - Taiwan Semi · Global service Footprints of Manufacturing Sites Product portfolio Business performance Finance overview Automotive Market Update

SiC for xEV Applications

Market Trend Estimation

FY2016 FY2017 FY2018 FY2019 FY2020 FY2021 FY2022

On Board Charger

DC-DC Converter

Main Inverter

SiC SBD + SiC MOSFET SiC SBD + Si MOSFET

SiC MOSFET Si MOSFET

SiC MOSFET Si-IGBT + Si-FRD

Page 45: Automotive Business Development - Taiwan Semi · Global service Footprints of Manufacturing Sites Product portfolio Business performance Finance overview Automotive Market Update

Market Competition Status

600V JBS Jul-2009

1700V SBD Apr-2010

1700V/50A SBD

Mar-2014

SBD Gen 3 Feb-09

650V SBD Gen 5

Sep-2012

1200V SBD Gen 5

Jul-2014

SBD Gen 1 May-2010

SBD Gen 2 Jul-2012

600V SBD Feb-09

1200V SBD Sep-2012

Dual 600V SBD

Jan, 2014

1200V SBD Nov, 2012

600V SBD Jan-2012

650V SBD Apr-2013

1200V SBD 2400V SBD Dec-2010

600V/1200V SBD

Sep-2013

1200V SBD Gen 1

Dec-2012

Gen 1 Dec-2013

650V/1200V SBD Gen 2 Jan-2014

650V SBD Gen 3

Sep-2015

1200V SBD Gen 3

May-2016

2009 2010 2011 2012 2013 2014 2015 2016

Page 46: Automotive Business Development - Taiwan Semi · Global service Footprints of Manufacturing Sites Product portfolio Business performance Finance overview Automotive Market Update

Overview of SiC SBD Development

Key notes of Product Development

1. There is a trade-off between the forward voltage (VF) and reverse current (IR) of an SBD. TSC improved the VF-IR trade-off by optimizing the device structure.

2. TSC SiC SBDs exhibit low loss even in the high-temperature region and thus help reduce power loss. Suitable for high reliability and automotive requirement

3. TSC's SiC SBDs have low dependence on forward voltage, VF, making it possible to reduce conduction loss in the high-temperature region.

Wafer Construction

1. Majority carrier devices 2. TSC's SiC SBDs have a Junction

Barrier Schottky (JBS) structure to reduce leakage current (IR)

3. Stronger reverse surge cap.

Package Construction

1. Singe die in TO/ITO/D2PAK 2. Dual die in TO-247

Target Product PNs with Specification

Metal

N

P P P

Voltage

(V)

TO-220/ITO-220 TO-263 (D2PAK) TO-247

TSC INF Rohm TSC INF Rohm TSC INF Rohm

650 V V V V V V V V V

1200 V V V V V V V V V

Page 47: Automotive Business Development - Taiwan Semi · Global service Footprints of Manufacturing Sites Product portfolio Business performance Finance overview Automotive Market Update

Summary

Automotive Market Demand keep growing

New application / Function : ADAS, ACC, CMS, etc.. , brings more ECUs Power type change : For green, for environment, great opportunities for

on/off board charging, wide band gap technology Higher Automotive % in TSC revenue pie share contributes higher ASP &

Margin

TSC is READY for AUTOMOTIVE

Penetrating into Automotive since FY2002 85% rectifier products is Automotive grade, TVS (Protection) is 100% Engaged with 1st tier WW Automotive OEM manufacturing companies Complete product portfolio to fulfill Automotive application (ECU,

Powertrain, On/Off board charging, Protection solution) DO-218 Load Dump TVS is ready, and penetrate into EU/US/JPN/CN 1st tier

automotive ECU makers Technology migration – Wide band Gap device/SiC

Page 48: Automotive Business Development - Taiwan Semi · Global service Footprints of Manufacturing Sites Product portfolio Business performance Finance overview Automotive Market Update

THANK YOU

Taiwan Semiconductor Co., Ltd. Headquarters Address: 11F. No. 25 Sec. 3, Beishin Rd, Shindian District, New Taipei City, Taiwan R.O.C. Telephone: +886-2-8913-1588 E-mail: [email protected] Website: www.taiwansemi.com