STMicroelectronics’ Strategy in Developing Markets - Alain Astier - STMicro... · STMicroelectronics’ Strategy in Developing Markets 2 ST Technology & Manufacturing Leadership

STMicroelectronics’ Strategyin Developing Markets

Alain ASTIERSTMicroelectronics

Front-End Manufacturing & Technology R&DGroup Vice President Strategic Planning & Programs

SEMI Vietnam Semiconductor Strategy SummitHo Chi Minh City, September 10, 2013

STMicroelectronics’ Strategy in Developing Markets

2

ST Technology & Manufacturing Leadership

ST Partnership Culture

ST Adding Value to Vietnam

ST in Asia

ST Business at a glance

Conclusion


3




ST in Asia


Conclusion

• A global semiconductor leader, ranked 8 th world-wide

• The largest European semiconductor company

• 2012 revenues of $8.49B(1)

• Approx. 48,000 employees worldwide(1)

• Listed on New York Stock Exchange, Euronext Paris and Borsa Italiana, Milano

Who we are

(1) Including ST-Ericsson, a 50:50 joint venture with Ericsson

4

Where you find us

Our automotive products are making driving safer, greener and more entertaining

Our smart power products are making more of our energy resources

Our MEMS & Sensors are augmenting the consumer experience

Our Microcontrollers are everywheremaking everything smarter and more secure

Our digital consumer products are powering the augmented digital lifestyle

5

Sense & Power and Automotive

Products

Embedded Processing Solutions

Source : WSTS

Our Strategy: Leadership in…

2013 – ST SAM $140B

$67B$73B

CAGR ‘12-’15: +4.4%CAGR ‘12-’15: +4.8%

6

Intensified focus on five Growth Drivers

Smart Power

Automotive

Application Processors andDigital Consumer

Microcontrollers

MEMS and Sensors

Targeting areas where ST leads or will lead

7

Sense & Power and Automotive Products

Automotive Car Infotainment

Smart Power

Power Microcontrollers

PowerDiscrete

Power MOSFET, IGBT & Modules

Rectifiers, Protection, ASD & IPAD

Analog, MEMS and Sensors

MEMS and Sensors

Advanced Analog

Power Management & Standard IC

8

Embedded Processing Solutions

Digital

Application Processors

Digital Consumer Products

Imaging ICs and Modules

Digital ASICs

Microcontrollers General Purpose MCUs

Secure MCUs

EEPROM

9

9%

17%

5%

9%

23%

20%

16%

2Q13 Revenues by Product Groups

Automotive(APG)

Microcontrollers, Memory & Security (MMS)

Wireless(WPS)

Analog, MEMS& Sensors

(AMS)

DigitalConvergenceGroup (DCG)

Imaging, BiCMOSASIC & Silicon Photonics (IBP)

Industrial & Power Discrete

(IPD)

Sen

se &

Pow

er a

nd A

utom

otiv

e P

rodu

cts

(SP

A)

Em

bedd

ed P

roce

ssin

g S

olut

ions

(E

PS

)

SPA

EPS

10


11




ST in Asia


Conclusion

An Unwavering Commitment to R&D

• 7 main technology R&D centers• 39 design centers – 16,000 patents• 11,500 people in technology, design, product and system R&D

12

Advanced CMOS

Analog Mixed Signal/RF

eNVM

BCD Power & Discrete

MEMS

Technology is a Competitive Advantage

• ST is unique in the Semiconductor Industry in mastering technologies as diverse as…

13

• ST is one of the WW Semiconductor Companies with the broadest Technology Portfolio

FD-SOI

CMOS Image Sensor

BiCMOS

ST is mastering MM and MtM Technologies 14

« More than Moore »: Diversification

«M

oore

’sLa

w»:

Min

iatu

rizat

ion Analog / RF Passives HV Power

Sensors, Actuators

Biochips

130nm

90nm

65nm

45nm

32nm

22nm

Bas

elin

e C

MO

S: C

PU

, Mem

ory,

Log

ic

SoC

SiP

VLSI PLATFORM

CMOS Logic 20nm/20FD-SOI

28nm

40nm

14nm

20nm

28nm

CMOS Analog Mixed Signal/RF

CMOS Logic with Embedded Non Volatile Memory

40nm/28/28FD-SOI

55nm/40nm

80nm/55nm

BIPOLAR CMOS DMOS 90nm

25µm/ AR 1.3

0.35µmUltra thin waferVery deep trenchMulti epiSilicon Carbide

65nm

40µm/ AR1.35

0.2µmTSVGallium Nitride

MEMS (THELMA)(epi-poly thickness/aspect ratio)

POWER & DISCRETE

160nm/110nm

22µm/ AR 1.25

0.4µmTrench gateThin waferLaser annealingThick Metal

ST: a World-Class Leader in Wafer Technologies

15

‘’More than Moore’’ Technologies

‘Moore’s Law’’ Technologies

Prototyping start 2013/14 2015/162011/12

ST : an Active Member of a World-Class CMOS Technology Alliance 16

PATHFINDING Research• 7nm FinFET

10nm PLATFORM• 10nm FinFet

*

* UMC is not part of PATHFINDING Research

ST: a World-Class Leader in Packaging Technologies

17

Sense

MEMS & microphones (LGAs)

Optical modules and Imagers towards BSI

Digital with advanced CMOS

Integration and miniaturization based on BGAs.

Towards Flip Chip & Wafer Level Package

Power & BCD

High dissipation, miniaturized packages (PSSO, QFNs)

Applicative Advanced

A solid Manufacturing Machine 18

Front-End

Back-End

Morocco

France(Crolles, Rousset, Tours)

Italy(Agrate, Catania)

Malaysia

Singapore

Philippines

China(Shenzhen / Longgang)

Malta

6 Front-End sites~130,000 8’’ equivalent wafers per week>100,000 m2 cleanroom area

6 Back-End Sites~50 Million parts per day

12 Manufacturing Sites

ST : an incomparable Manufacturing Experience

for its own Manufacturing Machine and with Partners :

- Green Field Projects

- Developing/Emerging Countries Projects

- Technology Transfer & Licensing Projects

19

19

Over the last 50 years , ST has compiled an impressive record of Industrial Projects around the world


20

Green Field Wafer Fab Projects

• China: 8-, 12-inch (with Partner)• Singapore: 5-, 6- and 8-inch campus• France : 8-inch (2 fabs); 12-inch (1 fab)• Italy : 8-inch (2 fabs) ; 12-inch (1 fab)• USA : 6-inch (1 fab); 8-inch (1 fab)

Large experience in refurbishing / upgrading Wafer Fab Operations (from 4- and 5-inch to 6- and 8-inch)

Proven and recognized successful experiences in Greenfield Wafer Fab projects


21

Developing / Emerging-Country Projects

• Singapore (ST Wafer Fab TechnoPark)• Malaysia (ST Back-End )• China (ST+Partner ‘ Back-End; Partner’ Wafer Fab)• Russia (Partner’ Wafer Fab)• Morocco (ST Design Center & Back-End)• Tunisia (ST Design Center) • India (ST Design Center) • Malta (ST Back-End)

30 years of experience in setting up Operations and/or partnering with Companies in Developing / Emerging Countries


22

Technology Transfer & Licensing

Internal• from ST R&D Centers to ST Manufacturing Plants • from ST Europe and USA Plants to ST Singapore Plant• between ST European Fabs (multiple sourcing)

External• from ST to Foundries ( Asia, Europe,…) • from ST to Partners ( Mikron @ Russia,…)

Proven experience with Technology / Product transfers since ST was born

ST : The Global Industrial Solution…• ST provides world-class Industrial Engineering Services across

the full range of a new Front-End or Back-End project, and has the capability to support its Partners in the main areas of :

Building & Infrastructures• Specification and Design

• Construction and Commissioning

Equipment• Specification and Procurement

• Installation and Qualification

Technologies & Design Platforms• Transfer and Qualification

Manufacturing Operations• People hiring and training

• Production Ramp-up

Other Services• Planning, Project Management

23

Site development Civil works

Clean Room installation Equipment move-in Clean Room construction

…from Greenfield to Equipped Manufacturing Plant

24

Fab building construction


25




ST in Asia


Conclusion

A long History of Partnerships

• ST born from the merger of two Companies from two European Countries

• Through the years, ST has developed successful Partnerships with:

• Strategic Customers (NOKIA, HP, BOSCH, SEAGATE, CISCO …)

• Competitors (R&D 300mm Alliance with NXP & Freescale at ST France)

• R&D Partners (Adv CMOS Alliance, with IBM, SAMSUNG, GF, UMC…)(European Labs : CEA/LETI, IMEC, FgH …)

• Manufacturing Partners (SEG at Shenzhen Assembly Plant)

• Business Partners (HYNIX in China, MIKRON in Russia )

• National Authorities of the countries where ST is operating

26

26

So Partnership is within our DNA since Day 1!

A reputation as a solid Partner

• ST has never failed to meet its partnership commitments

• ST is a “flexible-minded" Company, that listens to its Partner, adapts to the Partner‘s culture and environment

• ST develops partnerships with a long-term vision, around solid joint Business or Industrial Projects

• ST is “results oriented”, partnership has to provide added value to both Parties through a win-win approach

27

27

ST has earned a solid reputation as a committed and “easy-to-work” Partner

Solid experience in Developing Countries

• ST has developed several successful Partnership programs in Developing Countries :

• in China, with Shenzhen Authorities for Back-End Operations

• in Russia, with IC Maker Mikron for the start-up of the first 200mm Wafer Fab in Russia

• in Brazil, with Universities for the training of Design Engineers

• in Middle-East, with Authorities for building regional ecosystem

• in Morocco, with National Authorities for Back-End Operations,

• ST is ready to work with Vietnam Authorities and Stakeholders to develop similar partnerships for successful local projects

28

28


29




ST in Asia


Conclusion

NEWZEALAND

AUSTRALIA

PHILIPPINES

MALAYSIA

SINGAPORE

INDONESIA

HONG KONG

TAIWAN

CHINA

THAILAND VIETNAM

INDIA

~19,450 employees

1 Wafer Fab /EWS Technopark

4 Assembly & Test plants

25 Sales Offices

1 Asia Logistic Hub

All product groups

All central functions

3 R&D / IC Design Centers

� 1,450 engineers

� Shanghai/Shenzhen

� Singapore, Delhi

Assembly & Test

EWS Center

Wafer Fab Wafer Fab

BHQ

Logistics Hub

Assembly & Test

HQ S&M

Assembly & Test Assembly & TestR&D Center

30ST in Greater China and South Asia

WaferProduction

EWS Capacity

Assembly & Test Production

Sales(by location of order shipment)

Manufacturing

Greater China& South Asia

73%

OtherRegions

27%


81%

OtherRegions

19%


40%Other

Regions

60%

Major Operational Contributions (2012)

Greater China & South AsiaOther

Regions

Greater China & South Asia

Other Regions

Greater China & South Asia

Other RegionsGreater

China & South Asia

Other Regions

31

NEWZEALAND

AUSTRALIA

PHILIPPINES

MALAYSIA

SINGAPORE

INDONESIA

HONG KONG

TAIWAN

CHINA

THAILAND VIETNAM

INDIA

Sales & Marketing Operations

SingaporeFocus : Computer Peripherals

IndustrialMedical

PhilippinesFocus : Industrial

Automotive

TaiwanFocus : Computer

Telecom WirelessDigital consumerIndustrialEMSDistributionMedical

MalaysiaFocus : Computer Peripherals

AutomotiveEMS

IndonesiaFocus : Industrial

IndiaFocus : Telecom Wireless

Digital ConsumerIndustrialAutomotiveDistributionAerospaceMedical

Australia & New ZealandFocus : Automotive

Industrial

Hong KongFocus : Distribution

Industrial

ThailandFocus : Computer Peripherals

IndustrialEMS

VietnamFocus : EMS

Industrial

ChinaFocus : Automotive

Digital ConsumerComputerTelecom WirelessIndustrialEMSDistributionAerospaceMedical

ST in Vietnam

• Office established in Hanoi since 2007, staff currently increasing

• More than 20 Customers, mainly at Hanoi and HCMC regions

33


34




ST in Asia


Conclusion

University of TechnologyHoChiMinh CityMarch 23, 2011

ST banner at Conference B4 building

ST as Partner of VietnamClose Relationships with Universities 35

ST MCU Banner University of Technology

ST as Partner of VietnamTechnical Seminar for Local Developers 36

Seminar on MCU & MEMS – HCMC 2013

ST Marketing Initiatives in Vietnam 37

• Increased proximity with Local and International Customers

• Proposing ST innovative productsand solutions to support the Country’sKey Initiatives: Set Top Box, e-Passport, or e-ID.

• Nurturing a sizable base of Local Developers in Hanoi and HCMC throughtrainings, partnerships and seminars

ST, Partner of choice for contributingto a sustainable Vietnam SemiconductorEcosystem

Technology & IP’s

Partner

IT Partner Infrastructure Partner

A strong partnership capable of delivering the Best of Breed Solution and Services which fits VIETNAM objective s

ST partnering for a Vietnam Semiconductor Ecosystem…

38

COURTESY OF IGSS

A World leading US$8.5B company providing semiconductor solutions in Sense and Power, Automotive, and Embedded Processing Solutions

A US$8B leading Conglomerate subsidiary of Gold Star (GS) Group, specialize in technical services for all types of construction projects

A Dynamic & Fast growing IT Services Organization providing industry specific application services to global enterprises

…where ST would be a solid Stakeholder

providing the Vietnam Semiconductor Ecosystem with :

• Technologies and IP’s solutions as IGSS’ Partner

• Access to ST WW network of Partners & Suppliers

• Partnership with Vietnamese Laboratories, Design Houses and Start-Up’s for developing new applications around ST innovative products

• Partnership with Vietnamese Universities for training Engineers on-site or at ST Facilities and for developing Microelectronics courses.

39

39


40




ST in Asia


Conclusion

ST’ Experience as Added Valueto Vietnam semiconductor projects

ST can provide VIETNAM with a unique access to :

• 30 years of experience in Manufacturing in Asia (Singapore, Malaysia, China, Philippines)

• 30 years of experience in new Semiconductor Infrastructure projects within Developing Countries(Singapore, China, Russia, Africa)

• 20 years of successful Industrial Partnerships in Developing Countries around the world

• 55 years of experience in Full Chain of Semiconductor Business: among the most experienced Worldwide!

41

41

ST’ Leadership as Added Valueto Vietnam semiconductor projects

ST can contribute to VIETNAM via its leading positions :

• ST owns one of the broadest Worldwide Technology Portfolios

• ST has 15 years of leadership in developing and producing the most advanced Front-End and Back-End Technologies, thanks to solid R&D Partnerships & Alliances with World-Class Research Centers, Laboratories, Universities

• ST has a solid Partnership culture based on mutual trust and shared challenge.

42

42

THANK YOU

Alain ASTIERSTMicroelectronics

Front-End Manufacturing & Technology R&DGroup Vice President Strategic Planning & Programs

SEMI Vietnam Semiconductor Strategy SummitHo Chi Minh City, September 10, 2013

43

Documents

STMicroelectronics’ Strategy in Developing Markets - Alain Astier - STMicro... · STMicroelectronics’ Strategy in Developing Markets 2 ST Technology & Manufacturing Leadership