STMicroelectronics’ Strategy
in Developing Markets
Alain ASTIER
STMicroelectronics
Front-End Manufacturing
& Technology R&D
Group Vice President
Strategic Planning & Programs
SEMI Vietnam Semiconductor Strategy Summit
Ho Chi Minh City, September 10, 2013
STMicroelectronics’ Strategy
in Developing Markets
ST Business at a glance
ST Technology & Manufacturing Leadership
ST Partnership Culture
ST in Asia
ST Adding Value to Vietnam
Conclusion
2
STMicroelectronics’ Strategy
in Developing Markets
ST Business at a glance
ST Technology & Manufacturing Leadership
ST Partnership Culture
ST in Asia
ST Adding Value to Vietnam
Conclusion
3
Who we are
•
A global semiconductor leader,
ranked 8th 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
(1) Including ST-Ericsson, a 50:50 joint venture with Ericsson
4
Where you find us
Our MEMS & Sensors
are augmenting
the consumer experience
Our digital consumer products
are powering the augmented
digital lifestyle
Our automotive products
are making driving safer,
greener and more
entertaining
Our Microcontrollers
are everywhere
making everything smarter
and more secure
Our smart power products
are making more
of our energy resources
5
Our Strategy: Leadership in…
Sense & Power
and Automotive
Products
Embedded
Processing
Solutions
CAGR ‘12-’15: +4.8%
CAGR ‘12-’15: +4.4%
$73B
$67B
2013 – ST SAM $140B
Source : WSTS
6
Intensified focus on five Growth Drivers
MEMS and Sensors
Smart Power
Automotive
Microcontrollers
Application
Processors and
Digital Consumer
Targeting areas
where ST leads
or will lead
7
Sense & Power and Automotive Products
Car Infotainment
Automotive
Smart Power
Power Microcontrollers
Power
Discrete
Analog, MEMS
and Sensors
Power MOSFET, IGBT & Modules
Rectifiers, Protection, ASD & IPAD
MEMS and Sensors
Advanced Analog
Power Management & Standard IC
8
Embedded Processing Solutions
General Purpose MCUs
Microcontrollers
Secure MCUs
EEPROM
Application Processors
Digital
Digital Consumer Products
Imaging ICs and Modules
Digital ASICs
9
10
Digital
Convergence
Group (DCG)
Analog, MEMS
& Sensors
(AMS)
16%
9%
17%
EPS
20%
SPA
Automotive
(APG)
5%
Imaging, BiCMOS
ASIC & Silicon
Photonics (IBP)
9%
23%
Industrial &
Power Discrete
(IPD)
Microcontrollers,
Memory &
Security (MMS)
Wireless
(WPS)
Embedded Processing Solutions
(EPS)
Sense & Power and Automotive Products
(SPA)
2Q13 Revenues by Product Groups
STMicroelectronics’ Strategy
in Developing Markets
ST Business at a glance
ST Technology & Manufacturing Leadership
ST Partnership Culture
ST in Asia
ST Adding Value to Vietnam
Conclusion
11
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
Technology is a Competitive Advantage
• ST is unique in the Semiconductor Industry in
mastering technologies as diverse as…
Advanced
CMOS
FD-SOI
Analog Mixed
Signal/RF
BiCMOS
BCD
eNVM
Power &
Discrete
CMOS Image
Sensor
MEMS
• ST is one of the WW Semiconductor Companies with the
broadest Technology Portfolio
13
ST is mastering MM and MtM Technologies
Analog / RF
Baseline CMOS: CPU, Memory, Logic
« Moore’s Law »: Miniaturization
« More than Moore »: Diversification
130nm
Passives
HV Power
SiP
90nm
65nm
SoC
45nm
32nm
22nm
VLSI PLATFORM
Sensors,
Actuators
Biochips
14
ST: a World-Class Leader
in Wafer Technologies
Prototyping start
2011/12
2013/14
2015/16
‘Moore’s Law’’ Technologies
CMOS Logic
40nm/28/28FD-SOI
20nm/20FD-SOI
14nm
CMOS Analog Mixed Signal/RF
55nm/40nm
28nm
20nm
CMOS Logic with Embedded
Non Volatile Memory
80nm/55nm
40nm
28nm
160nm/110nm
90nm
65nm
22µm/ AR 1.25
25µm/ AR 1.3
40µm/ AR1.35
0.4µm
Trench gate
Thin wafer
Laser annealing
Thick Metal
0.35µm
Ultra thin wafer
Very deep trench
Multi epi
Silicon Carbide
0.2µm
TSV
Gallium
Nitride
‘’More than Moore’’ Technologies
BIPOLAR CMOS DMOS
MEMS (THELMA)
(epi-poly thickness/aspect ratio)
POWER & DISCRETE
15
ST : an Active Member
of a World-Class CMOS Technology Alliance
PATHFINDING Research
• 7nm FinFET
*
10nm PLATFORM
• 10nm FinFet
* UMC is not part of PATHFINDING Research
16
ST: a World-Class Leader
in Packaging Technologies
Applicative
Advanced
Sense
Power & BCD
Digital with advanced CMOS
MEMS & microphones (LGAs)
High dissipation,
miniaturized packages
(PSSO, QFNs)
Integration and miniaturization
based on BGAs.
Optical modules and Imagers
towards BSI
Towards Flip Chip & Wafer
Level Package
17
A solid Manufacturing Machine
12 Manufacturing Sites
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
France
(Crolles, Rousset, Tours)
Italy
(Agrate, Catania)
Morocco
Malta
China
(Shenzhen
/ Longgang)
Philippines
Malaysia
Singapore
Front-End
Back-End
18
ST : an incomparable
Manufacturing Experience
19
Over the last 50 years, ST has compiled an impressive
record of Industrial Projects around the world
for its own Manufacturing Machine and with Partners :
- Green Field Projects
- Developing/Emerging Countries Projects
- Technology Transfer & Licensing Projects
19
ST : an incomparable
Manufacturing Experience
Green Field Wafer Fab Projects
Proven and recognized successful experiences
in Greenfield 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)
20
ST : an incomparable
Manufacturing Experience
Developing / Emerging-Country Projects
30 years of experience in setting up Operations
and/or partnering with Companies
in Developing / Emerging Countries
•
•
•
•
•
•
•
•
Singapore
Malaysia
China
Russia
Morocco
Tunisia
India
Malta
(ST Wafer Fab TechnoPark)
(ST Back-End )
(ST+Partner ‘ Back-End; Partner’ Wafer Fab)
(Partner’ Wafer Fab)
(ST Design Center & Back-End)
(ST Design Center)
(ST Design Center)
(ST Back-End)
21
ST : an incomparable
Manufacturing Experience
Technology Transfer & Licensing
Proven experience with Technology / Product transfers
since ST was born
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,…)
22
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
…from Greenfield
to Equipped Manufacturing Plant
Site development
Clean Room construction
Civil works
Clean Room installation
Fab building construction
Equipment move-in
24
STMicroelectronics’ Strategy
in Developing Markets
ST Business at a glance
ST Technology & Manufacturing Leadership
ST Partnership Culture
ST in Asia
ST Adding Value to Vietnam
Conclusion
25
A long History of Partnerships
26
• ST born from the merger of two Companies from two European
Countries
So Partnership is within our DNA since Day 1!
• 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
A reputation as a solid Partner
27
ST has earned a solid reputation
as a committed and “easy-to-work” 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
Solid experience in Developing Countries
28
• 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
STMicroelectronics’ Strategy
in Developing Markets
ST Business at a glance
ST Technology & Manufacturing Leadership
ST Partnership Culture
ST in Asia
ST Adding Value to Vietnam
Conclusion
29
ST in Greater China and South Asia
~19,450 employees
R&D Center
Assembly & Test
Assembly & Test
CHINA
HQ S&M
1,450 engineers
TAIWAN
INDIA
Shanghai/Shenzhen
HONG KONG
THAILAND
VIETNAM
3 R&D / IC Design Centers
Assembly & Test
PHILIPPINES
Singapore, Delhi
MALAYSIA
1 Wafer Fab /EWS Technopark
SINGAPORE
Assembly & Test
4 Assembly & Test plants
INDONESIA
BHQ
EWS Center
AUSTRALIA
25 Sales Offices
1 Asia Logistic Hub
All product groups
NEW
Wafer Fab
Wafer Fab
Logistics Hub
ZEALAND
All
central functions
30
Major Operational Contributions (2012)
Sales
(by location of order shipment)
Greater
China
Greater
China &Asia
& South
Other
Other
Regions
Regions
South
Asia
40%
60%
Manufacturing
Wafer
Production
EWS
Capacity
Other
Other
Regions
Regions
Other
Regions
Other
Other
Regions
Greater
China &
South
Asia
Assembly & Test
Production
Regions
19%
27%
Greater
China
&
Greater China
South
& South Asia
Asia
73%
Greater
Greater China
China &
& South South
Asia
81%
Asia
31
Sales & Marketing Operations
India
Focus : Telecom Wireless
Digital Consumer
Industrial
Automotive
Distribution
Aerospace
Medical
China
Focus : Automotive
Digital Consumer
Computer
Telecom Wireless
Industrial
EMS
Distribution
Aerospace
Medical
Taiwan
Focus : Computer
Telecom Wireless
Digital consumer
Industrial
EMS
Distribution
Medical
CHINA
TAIWAN
INDIA
Thailand
Focus : Computer Peripherals
Industrial
EMS
Hong Kong
Focus : Distribution
Industrial
HONG KONG
THAILAND
Vietnam
Focus : EMS
Industrial
VIETNAM
PHILIPPINES
Philippines
Focus : Industrial
Automotive
MALAYSIA
Malaysia
Focus : Computer Peripherals
Automotive
EMS
Singapore
Focus : Computer Peripherals
Industrial
Medical
SINGAPORE
INDONESIA
Australia & New Zealand
Focus : Automotive
Industrial
Indonesia
Focus : Industrial
AUSTRALIA
NEW
ZEALAND
ST in Vietnam
• Office established in Hanoi since 2007, staff currently increasing
• More than 20 Customers, mainly at Hanoi and HCMC regions
33
STMicroelectronics’ Strategy
in Developing Markets
ST Business at a glance
ST Technology & Manufacturing Leadership
ST Partnership Culture
ST in Asia
ST Adding Value to Vietnam
Conclusion
34
ST as Partner of Vietnam
Close Relationships with Universities
University of Technology
HoChiMinh City
March 23, 2011
ST MCU Banner
ST banner at Conference B4 building
University of Technology
35
ST as Partner of Vietnam
Technical Seminar for Local Developers
Seminar on MCU & MEMS – HCMC 2013
36
ST Marketing Initiatives in Vietnam
• Increased proximity with Local and
International Customers
• Proposing ST innovative products
and solutions to support the Country’s
Key Initiatives: Set Top Box, e-Passport,
or e-ID.
• Nurturing a sizable base of Local
Developers in Hanoi and HCMC through
trainings, partnerships and seminars
ST, Partner of choice for contributing
to a sustainable Vietnam Semiconductor
Ecosystem
37
ST partnering
for a Vietnam Semiconductor Ecosystem…
38
A World leading US$8.5B company
providing semiconductor solutions in
Sense and Power, Automotive, and
Embedded Processing Solutions
Technology
& IP’s
Partner
A Dynamic & Fast growing IT
Services Organization providing
industry specific application
services to global enterprises
A US$8B leading
Conglomerate subsidiary of
Gold Star (GS) Group, specialize
in technical services for all types
of construction projects
IT Partner
Infrastructure
Partner
A strong partnership capable of delivering the Best of Breed
Solution and Services which fits VIETNAM objectives
COURTESY OF IGSS
…where ST would be a solid Stakeholder
39
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
STMicroelectronics’ Strategy
in Developing Markets
ST Business at a glance
ST Technology & Manufacturing Leadership
ST Partnership Culture
ST in Asia
ST Adding Value to Vietnam
Conclusion
40
ST’ Experience as Added Value
to Vietnam semiconductor projects
41
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
ST’ Leadership as Added Value
to Vietnam semiconductor projects
42
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 BackEnd 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
43
THANK YOU
Alain ASTIER
STMicroelectronics
Front-End Manufacturing
& Technology R&D
Group Vice President
Strategic Planning & Programs
SEMI Vietnam Semiconductor Strategy Summit
Ho Chi Minh City, September 10, 2013