Company Presentation - STMicroelectronicsBack-End China (Shenzhen) Philippines (Calamba) Malaysia...
Transcript of Company Presentation - STMicroelectronicsBack-End China (Shenzhen) Philippines (Calamba) Malaysia...
Company Presentation
April 2020
We are creators and makers of technology
• One of the world’s largest semiconductor companies
• 2019 revenues of $9.56B
• 46,000 employees of which 7,800 in R&D
• Over 80 Sales & marketing offices serving over
100,000 customers across the globe
• 11 Manufacturing sites
• Signatory of the United Nations Global Compact
(UNGC), Member of the Responsible Business
Alliance (RBA)
As of December 31, 2019
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Global presence
Front-End
Back-End
Research & Development
Main Sales & Marketing
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Claude DardanneMicrocontrollers
& Digital ICsGroup
Benedetto VignaAnalog, MEMS
& SensorsGroup
Marco MontiAutomotive& Discrete
Group
Lorenzo GrandiFinance,
Infrastructure & Services
CFO
Jean-Marc Chery*Human Resources & Corporate Social
Responsibility
Marco CassisSales, Marketing, Communications
& Strategy Development
Steve RoseLegal Counsel
Orio BellezzaTechnology,
Manufacturing& Quality
Eric Aussedat
Imaging
Sub-Group
Matteo Lo Presti
Analog
Sub-Group
Stefano Cantù
Supply Chain and
Operations
Giuseppe Notarnicola
Treasury
Michael Anfang
EMEA Region
Paul Cihak
Americas Region
Claudia LevoIntegrated
Marketing &Communications
Fabio GualandrisBack-End
Manufacturing & Technology
Joël HartmannDigital Front-End
Manufacturing& Technology
Jerome Roux
Asia Pacific Region
Nicolas Yackowlew
Product Quality &
Reliability
Alberto Della Chiesa
Supply Chain
ST Executive
Committee
Michael HummelAnalog & Power FE
Manufacturing& Technology
* Acting
Jean-Marc Chery
President &
Chief Executive Officer
Public Affairs
Thierry Tingaud
EU & France
Giuseppe
Notarnicola
Italy
Compliance & Ethics
Philippe Dereeper
Audit and Risk
Franck Freymond
Transformation Office
Chouaib Rokbi
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ST stands for
Everywhere microelectronics
make a positive contribution to people’s lives,
ST is there
Our vision
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Our value proposition
Return value in line with our
sustainable, profitable growth
objective
Provide differentiating enablers Committed to sustainability
Sustainable and profitable growth Independent, reliable & secure supply chain Our values: Integrity – People – Excellence
For other stakeholdersFor our customersFor our shareholders
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At ST we create
technology that starts with
You
Our technology starts with You
Our employees
Our customers
Our partners
Our end customers
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Where you find us
Making driving safer,
greener
and more connected
Enabling the evolution of
industry towards
smarter, safer and more
efficient factories and
workplaces
Making homes & cities
smarter, for better living,
higher security,
and to get more from
available resources
Making everyday things
smarter, connected
and more aware
of their surroundings
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Trends and markets
Our technology stems from long-term strategic enablers
ST provides innovative solutions
to help our customers
make driving safer, greener
and more connected for everyone
Smart Mobility
ST technology and solutions
enable customers to increase energy
efficiency everywhere and support the
use of renewable energy sources
Power & Energy
ST provides sensors, embedded
processing solutions, connectivity,
security and power management, as
well as tools and ecosystems to make
development fast and easy for our
customers
Internet of Things & 5G
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Smart Mobility
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ST provides innovative solutions to help our customers make driving
safer, greener and more connected for everyone
Road crashes carry a high human toll
and cost > $500 Billion every year
Electric vehicles* from 9% in 2019 to
19% in 2025 of global car production
ICEs in > 90% of new vehicles produced
2020-2025
Increase safety for road users
& driver comfort and convenience
Affordable, desirable electric vehicles
Cleaner, greener Internal Combustion
Engines (ICE)
Sources: www.asirt.org, Strategy Analytics
* Excluding Mild Hybrid EV
Power & Energy
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ST technology and solutions enable customers to increase energy
efficiency everywhere & support the use of renewable energy sources
> 30% global electricity demand
increase from 2020 to 2030
45% CO2 emission reduction from 2010
to 2030 to limit warming to 1.5oC
Electrical energy from renewal sources
from ~10% in 2020 to ~20% in 2030
Sources: IEA, IPCC, BP
Rising demand for and usage of
electrical energy
Decrease carbon emissions to reduce
global warming impact
Increase use of renewable energy
Internet of Things & 5G
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Two billion industrial IoT & utility
connected devices by 2022
IoT security services market > $10 billion
in 2021
> 90 million new 5G IoT connections
in 2026
Cloud connected and data-enabled
services
Digital security for all data
5G accelerating the connection of objects
to the IoT
Source: ABI
ST provides sensors, embedded processing, connectivity, security
and power management, as well tools and ecosystems
Our Strategy
We address four end markets
Automotive Industrial Personal electronicsCommunications equipment,
computers & peripherals
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Our strategic objectives
IndustrialAutomotive Personal electronics Communications Equipment,
Computers & Peripherals
Leadership in
car electrification
Leadership in
car digitalization
Transform approach to
communication
infrastructure:
From digital wireline to
cellular and satellite
Leadership in selected
high-volume smartphone
applications:
Sensors, secure solutions,
power management, analog
and Front End Module
Capture opportunities in 5G
with RF mixed signal
Leadership in
industrial embedded
processing
Accelerate growth in
analog & sensors
for industrial
Acceleration of
growth with
industrial OEMs
Expansion in industrial
power & energy
management
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Products and Technologies
Discrete, Power MOSFET, IGBT
Silicon Carbide, Gallium Nitride
Smart Power: BCD
(Bipolar - CMOS - Power DMOS)
Analog & RF CMOS
FD-SOI CMOS
FinFET through Foundry
eNVM CMOS Specialized imaging sensors
Packaging technologies
Leadframe – Laminate – Sensor module – Wafer level
MEMS
for sensors & Micro-actuators
Vertical Intelligent Power
Differentiated technologies are our foundation
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Our products and solutions enable customer innovation
Dedicated
Automotive ICs
Discrete &
Power Transistors
Analog, Industrial &
Power Conversion ICs
MEMS & Specialized Imaging SensorsASICs based on ST
proprietary technologies
GP MCU & MPU,
Secure MCUs, EEPROM
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Product
Portfolio
Dedicated
Automotive ICs
Analog, Industrial
& Power Conversion ICs
Discrete &
Power Transistors
GP MCU & MPU
Secure MCUs, EEPROM
MEMS & Specialized
Imaging Sensors
ASICs based on ST
proprietary technologies
ST Product portfolio enabling strategic trends
Smart Mobility Power & Energy Internet of Things & 5G
FD-SOI
RF-SOI
BiCMOS
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Manufacturing and R&D
We offer quality, flexibility and supply security
Front-End
Back-End
China
(Shenzhen)
Philippines
(Calamba)
Malaysia
(Muar)
Singapore
Morocco
(Bouskoura)
Malta
(Kirkop)
France (Crolles,
Rousset, Tours)
Italy (Agrate,
Catania)
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We are drivers of your innovation
As of December 31, 2019
18,500 patents &
590 new filings in 2019
7,800 people working in
R&D and product design
16% of revenues
invested in R&D
Advanced R&D centers around the world for close collaboration with
operations and customers
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How do we achieve
this
Quality as a key business enabler
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Sustainable culture of quality excellence
Customer focus
Result-driven improvement programs
Ensure ST products meet the highest
quality and reliability requirements of
customers in the markets we address
Elevate ST to the highest
level of quality as an
asset for our customers
Our Quality Vision Our Quality Mission
Customers & Sales
We are partners with our customers worldwide
Over 80 sales offices in 35 countries
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We serve more than 100,000 customers
Standard process, reporting & follow-up in
Sales & Marketing worldwide
Differentiated approach by type of customer
Unified worldwide account management
tailored to each account to provide global
coverage and service
*In alphabetical order
Distribution &
Mass Market
Top
10
Globally
Managed
Accounts
Top 10 Customers* 2019
Apple Huawei
Bosch Mobileye
Ciena Samsung
Continental Seagate
HP Tesla
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Q1 2020 Revenues
Automotive &
Discrete Group
(ADG)
Microcontrollers &
Digital ICs Group
(MDG)
Analog, MEMS &
Sensors Group
(AMS)
% by product group
65%
22%
13%
Americas
EMEA
Asia
Pacific
42%
33%
25%
Top 10 OEMs
Other OEMs
Distribution
% by shipment location
% by customer type
34%
28%
38%
0.1%
Others
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% by region of origin
33%
27%
40%
Americas
EMEA
Asia
Pacific
2019 revenuesby product group and customer type
38%
28%
34%
0.1%
45%
25%
30%
% by product group 2019 % by customer type 2019
Automotive &
Discrete Group
(ADG)
Microcontrollers &
Digital ICs Group
(MDG)
Analog, MEMS &
Sensors Group
(AMS)
Others
Top 10 OEMs
Other OEMs
Distribution
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Shipment location Region of origin
33%
29%
38%
2019 revenuesShipment location and region of origin
Americas
EMEA
Asia Pacific
62%24%
14%
Americas
EMEA
Asia Pacific
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Our People
Our technology starts with our people
Manufacturing ~ 67%
Research & Development ~ 17%
Marketing & Sales, Divisional Functions,
Administration & General services~ 16% As of December 31, 2019
Italy ~10,600
Asia ~18,400
Mediterranean ~4,700
Americas ~1000Others ~750
France ~10,100
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Sustainability
1st
Environmental
report
1995
Sustainability is an integral part of ST
1987
1993
1997 2000
2001
2002
2003
2005
2006
2011
2014
2012
2017
2016
2018
ST’s creation Business conduct
& ethics policy
Environmental
policy
1st Environmental
Decalogue
Signatory
of the UNGC 10 principles
Reforestation
program
OHSAS 18001
Safety 1st certification
Conflict Minerals
program
Health Plan
Sustainable
Technology program
ISO 50001
Energy management
1st certification
5th Environment,
Health & Safety
Decalogue
ISO 22301
Business Continuity
1st certification
20th Sustainability
Report
Sustainability strategy
12 ambitions and 2025-goals
Supply Chain
Responsibility
program
2007Ethics
committee
member
ISO 14001
EMAS
1st ST Code of Conduct
Principles of Sustainable
Excellence
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Our sustainability strategy
Based on 2017 external materiality exercise 35
We conduct our business responsibly to create value for all
stakeholders
Sustainable technology
Product compliance(Conflict-mineral free,
RoHS)
Product compliance(Material Declaration & ECOPACK®)
Eco-design devices(power-efficient &
low-carbon)
Responsible applications(planet-friendly & human-welfare)
Social & Environmental programs(RBA code of conduct, Water, Waste,
Energy & Climate Change, Chemicals)
Our Sustainable Technology program aims to develop responsible products which:
• improve our social and environmental footprint at every stage of the product life
• have the greatest positive impact on the planet and people in the end-application
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Our sustainability ambitions & goals
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Read ST’s 2019 sustainability report
• To learn more about ST’s sustainability performance in 2018
• To discover ST’s sustainable ambitions and goals for 2025
Available on www.st.com/company-reports
Among the highlights in 2018
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The STMicroelectronics corporate logo is a registered trademark of the STMicroelectronics
group of companies. All other names are the property of their respective owners.
Thank you