Automotive - STMicroelectronics

Field Trip 2006 - London, May 23rd

Automotive

Ugo CarenaCorporate Vice President

APG

Ugo CarenaAutomotive Product Group

7.48.0

8.3

9.39.1

0

200

400

600

800

1000

1200

1400

2001 2002 2003 2004 20057.0

7.5

8.0

8.5

9.0

9.5

10.0

Sales Market Share (%)

ST Automotive Sales and Market Share Evolution

Early phase: smart power

Transition todigital core

Full systemsolution approach

Mar

ket

ST M

arke

t sha

re (%

)

APG

sal

es

Source: ST, iSuppli

2005 GrowthMarket : + 5 %ST: + 8 %

2001 – 2005 CAGRMarket : + 10 %ST: + 19 %


ST: Broad Range Supplier in AutomotivePowertrain

Market leader in Gasoline and Diesel Injection: > 35% market share *

SafetyMarket leader in ABS, Air Bag, Vehicle control:> 40% market share*

Car BodyMarket leader in door

control modules:> 20% market share*

InfotainmentMarket Leader in Power Amplifier

and Digital Broadcasting :> 50% market share *

* Source : Strategy Analytics (SA) 2005, ST data


ST Product Strategy in Automotive

ASIC

ASSP

• Advanced safety• Euro 5 Injection• Hybrid vehicle• Vehicle control • Infotainment

• Power Supply• Battery charging• Car Radio• Air Bag• 4 cylinder Injection

Lead R&D and technology roadmapMeet strategic partners needsHi-end products with higher ASP

Meet the standardization market evolutionDrive the emerging markets expansionOffer system kit solutions


ST increased Automotive R&D resources by 30% to

meet increased market demand for innovation

ST Commitment in Automotive R&D

Advanced Safety Camera

Hybrid vehicleLow emission

engine

Infotainment

Car sensors

Drive by wire

Car networking


Innovative ApplicationsHybrid Vehicle: the future of mobility

ST developing hybrid vehicle components with a major Japanese OEM

Integration of a combustion engine with an electrical motor Hybrid vehicle production will exceed 2.5 M units in 2011 (Strategy Analytics est.)Almost 50% of the base cost of an hybrid vehicle is made up by electrical systems compared with 15% for the conventional car

> $ 80 full kit value


Innovative ApplicationsPre-crash and driver information system: the future of safety

Source : SA

Night vision

Pedestrian protection

Convergence of multiple technologies

Camera

Radar

MEMS

Safety

Power

Videoprocessing

$60 full kit valueTAM > $1B in 2010

Emergencycall


Innovative ApplicationsConnectivity, Video and Navigation: the future of Car Infotainment

Leveraging on ST leadership in Home, Mobile and Personal Communication to address Advanced Multimedia in the Car

$75 full kit valueTAM > $1.5B in 2010

Source : SA

Navigation

Traffic Info + E Call Voice Recognition

Digital Mobile Video


Mastering Satellite Digital Broadcasting

WEATHERWEATHER

MUSICMUSIC

TRAFFIC INFOTRAFFIC INFO

SDARSBaseband SDARS

Front-end

ST market share *BB decoder : approx. 70%

FE chip : approx. 50%

NEWS & SPORTNEWS & SPORT

*Source: Sirius, XM


Leadership in Power Train

4 Cylinder Injection

> $20 kit value

Diesel Direct Injection

> $40 kit value

Gasoline DirectInjection

> $30 kit value

ASSP ASIC

Automatic Gearbox

> $30 kit value

Power Train 2005 TAM *: $3.6 B* Source : SA


ASSP ASICLeadership in Safety

Air Bag

> $25 kit value

Advanced Braking

> $20 kit value

Power Steering

> $15 kit value

Vehicle StabilityControl

> $30 kit value

Safety 2005 TAM *: $3.5B* Source : SA


ASSP ASICLeadership in Car Body

> $25 kit value

> $22 kit value > $6 kit value

> $15 kit value

Light Center

Door Zone & Positioning Systems

Tire Pressure Monitor

Climate Control

Car Body 2005 TAM *: $3.8B* Source : SA


ASSP ASICLeadership in Car Infotainment

> $15 kit value

> $25 kit value

Digital Car Radio

> $20 kit value

Navigation

OEM

Aftermarket

> $20 kit value

Digital Mobile Video Multimedia ConvergenceAudio & video processing

GPS UMTS Bluetooth + WLan

Speech processing

Infotainment 2005 TAM *: $2.8B* Source : SA


ST Business Model Evolution in Automotive

Partnership with competitors

System super-integration with

ASIC development for market leaders

Customer IPsintegration and

foundry

System definition with

car makers


Joint Development ProgramDriving the 32bit automotive

microcontroller roadmap defining a de-facto standard

TM

Power Train Drive-by-WireBraking Systems

Suspensions Control

Enabling real Software portability

Enabling a real dual source concept

Optimizing R&D investment effectiveness securing products

and technology development execution

Gateway

TM


ST Competitive Advantages in Automotive

Outperforming market growthExpanding the strategic client partnerships in new geographical areas Contributing to the excellence in innovation by the convergence of ST technology portfolio and IPsDriving the Quality of the manufacturing machineInternal second source assured to Customers across all process familiesHigh profitability

Automotive - STMicroelectronics

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