Infineon at a Glance
The Company
„ Infineon provides semiconductor and system solutions, focusing
on three central needs of our modern society:
Energy Efficiency, Mobility and Security
„ Revenue in FY 2012*: 3.904 billion EUR
„ 26,026 employees worldwide (as of Jan. 2012)
„ Strong
S o g technology
ec o ogy portfolio
po o o with about
abou 15,700
5, 00 pa
patents
e s and
a d
patent applications (as of Sept. 2011)
„ More than 20 R&D locations
„ Germany’s largest and Europe’s second largest semiconductor
company
01.02.2012
Page 2
We Focus on Our Target
g Markets
Focus Areas
Core Competencies
„ Energy Efficiency
„ Analog/Mixed Signal
„ Mobility
„ Power
„ Security
„ Embedded Control
„ Manufacturing Competence
Our Target Markets
„ Automotive
„ Industrial Power Control
„ Power Management & Multimarket
„ Chip Card & Security
01.02.2012
Page 3
Revenue Split by Division
Full FY 2012 revenue: EUR 3,904m
ATV
€ 1,660m
1 660m
IMM (IPC + PMM)
€ 1,657m
CCS
€ 457m
OOS + C&E
€ 217m
Infineon holds Top Positions in All Target
Markets
Automotive
Industrial
Power
Chip Card
#2
#2
#1
#1
14%
Calendar
C
l d Y
Year 2010
2010.
Source: Strategy Analytics,
April 2011.
January 23, 2012
Calendar
C
l d Y
Year 2009
2009.
Source: Semicast,
July 2010.
Calendar
C
l d Y
Year 2010
2010.
Source: IMS Research,
August 2011.
Copyright © Infineon Technologies 2011. All rights reserved.
Calendar
C
l d Y
Year 2010
2010.
Source: IMS Research,
August 2011.
Page 5
Trend to reducing
g CO2
Source: ICCT
Cars: 130gCO
g 2/km by
y 2015
Cars: 95gCO2/km by 2020
Cars: 20gCO2/km by 2050
Cars + Light
g Duty:
y
35.0 mpg by 2016 (≈155 g CO2/km)
54.5 mpg by 2025 (≈100 g CO2/km)
Conversion table for regular gasoline engine
gCO2/km
160
154,6
130
99,3
95
20
L / 100km
6,96
6,72
5,65
4,32
4,13
0,87
33,81
35,00
41,61
54,50
56,95
270,5
MPG
2013-04-15
Copyright © Infineon Technologies AG 2013. All rights reserved.
Page 6
China Fleet Fuel Economy
y & CO2 Target
g
14% ↓
180
184
g
19% ↓
10
159g
9
27% ↓
CO
O2 Emission [9/km
m]
160
140
8
130g
8L
7
6.9L
120
100
95g
5.0L
80
6
5
4
4.1L?
60
3
40
2
20
1
0
0
2008
2010
2012
2014
2016
CO2 (g/km)
Stage II
2018
2020
2022
2024
Fuel Economy [L/100
0km]
200
2026
Fuel economy (L/100km)
Stage III
Stage IV
(Prediction)
Stage V
(Prediction)
Source: China National Standard Committee, 2012 & IFCN
Marketeing
Set date
Copyright © Infineon Technologies 2011. All rights reserved.
Page 7
How semiconductor can contribute ?
Efficiency
y and Losses are Equivalent
q
to CO2
100 W el.
Ù
0.1 l/100km
50 kg
Ù
0.1 l/100km
1 l/100km Fuel
Ù
23.6 g CO2/km
1 l/100km
/
Diesel
Ù
26.5 g CO2/
/km
1 g CO2/km
Ù
40 W electric
1 g CO2/km
Ù
20 kg
Bicycle
(driver fed with beef)
Ù
215 g CO2/km
Source: Planetary Engineering Group Earth
Efficiency Improvement is a Summary of
Many Small Steps in Today Cars
„Engine
„Hybridization
†Direct injection, HCCI
†Ethanol, auto-gas, synthetic fuel BTL
†Variable valve timing
†Throttle-less intake
†Variable/dual turbo charging
†Variable manifold, air flaps
†Stop/start
†Recuperative braking
†Mild/full Hybrid
„Energy Efficiency
†Electrical power steering (EPS)
†Relay optimization/replacement
†PWM lamp control
†LED illumination / lighting
†Active rectification alternator / generator
†V i bl Ai
†Variable
AirCon
C
compressor
†Speed controlled climate fan
†Optimized operating currents (Infotainment)
†Efficient DC/DC power supplies
†Silicon instead of heatsink
†Battery
y management
g
†Electrical energy management
„Engine accessories
†Electrical fuel pump
†Electrical water pump
†E i
†Engine
ffan
†Electric oil pump
„ Transmission
†Automated manual transmission
†Double clutch transmission
†7 9 speed automatic transmission
†7-9
†Continuous variable transmission
„Drag
†Air drag, radiator air flaps, spoilers
†Rolling resistance, Tire pressure monitoring
„Mass Reduction
†Wire harness, communication, smart fuses
†Integration of functions, centralization
„Emerging Applications
†Thermal to electric recuperation
†Auxiliary electric power unit
†Fuel cell, hydogen
„Driver Assistance
†Gear switch-point assist
†Active cruise control, radar
„Traffic Flow
Source: Bosch
†Car-2-car communication
†Dynamic traffic light control, GPS road preview
Efficient mobility
y
Engine
g
30%
Hybridization
Transmission
10%
Energy Management, Efficiency, On demand
1 2%
1-2%
F i ti
Friction
reduction,
d ti
TPMS
2-3%
Air drag reduction (S*Cv)
ƒPotential to reduce CO by 45%
ƒBut still activity to reduce car weight,
weight improve
2
traffic management and driving behavior
Overview of CO2-Reduction Examples
Application
CO2-reduction
[g CO2 / km]
Cost adder
[€]
Pay-back
[years]
PWM for bulbs
0.8
7
0.8
Use of LED
1.2
45
3.7
Infotainment
1.2
5
0.4
F l pump
Fuel
19
1.9
20
1
HVAC Fan
1.9
10
0.5
Alternator
2.4
60
2.5
EPS
5.9
60
1
Water pump
7.1
55
0.8
22.4
262
1.3
Total
CO2 reduction as a major driver
but the car must remain affordable
48V Mild Hybrid
11/15/2010
xEV Market
IHS and Strategy Analytics show overall high growth rates while category growth differs
(Number of Vehicles)
7,000,000
6,000,000
6,000,000
5,000,000
5,000,000
4 000 000
4,000,000
PLUGIN
3,000,000
FULL
MILD
2,000,000
EV
4,000,000
4 000 000
EV
PLUGIN
3,000,000
FULL
MILD
2,000,000
1,000,000
1,000,000
0
0
2010 2011 2012 2013 2014 2015 2016 2017
2010 2011 2012 2013 2014 2015 2016 2017
IHS
CAGR 10 -17: 26%
Strategy Analytics
CAGR 10 -17: 30%
Source: IHS, May 2011; Strategy Analytics, Jan. 2012
Set date
Page 13
Copyright © Infineon Technologies 2011. All rights reserved.
Three product segments within Electric Drivetrain
((EDT)) to serve Hybrid/Electric
y
/
Vehicle applications
pp
¾ IGBTs & Diodes
¾ MOSFETs
¾ EiceDriver
„ Automotive Qualified Bare Die Product Portfolio
xxx
¾ IGBTS
¾ DIODES
„ Automotive Qualified Power Modules Portfolio
xxx
October, 2012
¾ HybridPACK Modules
¾ Easy Automotive Modules
Copyright © Infineon Technologies 2012. All rights reserved.
Electric Drrive Tra
ain (ED
DT)
Applicattions fo
A
or xEV
xxx
„ Automotive Qualified Discrete* Product and EiceDriver**
Portfolio
Page 14
Electric Vehicle architectures drive
demand for automotive power semiconductors
XC2000 or Tricore
Easy ModuleTM
Gate Driver (EICE
DriverTM)
MOSFETs
CoolMOSTM (CFDA)
ƒ
ƒ
ƒ
ƒ
ƒ
ƒ
ƒ
ƒ
XC800 (8b MCU)
Easy ModuleTM
Gate Driver (EICE DriverTM)
ƒ
ƒ
ƒ
Tricore (32b MCU, master)
MOSFETs
Battery management ICs (slave)
Lowvoltage
battery
HV auxiliaries
HV-LV
DC/DC
M
High-voltage boardnet
HighHigh
power
DC/DC
Inverter
DC/AC
ƒ
ƒ
ƒ
ƒ
ƒ
Tricore (32b MCU)
IGBTs
Diodes (Si, SiC)
HybridPACKTM
Gate drivers (EICE
DriverTM)
ƒ
ƒ
ƒ
ƒ
High voltage
High-voltage
Battery
mgmt.
battery
Charger
AC/DC
Tricore (32b MCU)
IGBTs
HybridPACKTM
Gate drivers (EICE
TM)
Driver
i
ƒ
ƒ
ƒ
ƒ
ƒ
XC2000 (16b MCU)
Gate Driver (EICE
DriverTM)
CoolMOSTM (CFDA)
Diodes (Si, SiC)
Easy ModuleTM
EV
HEV
HV
LV
AC
DC
Copyright © Infineon Technologies AG 2013. All rights reserved.
=
=
=
=
=
=
electric vehicle
hybrid electric vehicle
high-voltage
low-voltage
alternating
lt
ti
currentt
direct current
Page 15
英飞凌全电压范围应用的新能源汽车功率器件
200
50
„48V系统电机/发电机解决方案
¾ TLE9180 （90V耐压三相桥预驱
动，2013年有样品供货）
¾ TLE6282 H桥预驱动 （90V耐压H
桥预驱动，已量产供货）
¾ 适用于48V系统应用的MOSFET
„高效率的400V IGBT模块
插电式混合动力
全混
纯电动汽车
微混
中混
起停
起停
空档滑行
电动助力
空档滑行
电动助力
纯电力驱动
纯电力驱动
MOSFET(30…60V)
MOSFET(60…100)V
90V 三相驱动
90V H桥驱动
IGBT 400V
IGBT 650V
IGBT (850V,1200V)
功率半导
体器件
Copyright © Infineon Technologies 2013. All rights reserved.
功率模块，裸片，分立器件和预驱动产品构成
完 的新能源汽车高压功率产品家族
完整的新能源汽车高压功率产品家族
Application
Product Solutions
100kW
Inverter / Generator for Full
Hybrids and Electric Vehicles
HybridPACKTM 2
60kW
50kW
40kW
HybridPACKTM 1
Pin-Fin
30kW
20kW
Inverter
e te / Ge
Generator
e ato for
o Mild
d
Hybrids, Battery Charger
HybridPACKTM 1
10kW
Aux Drives, Aux DC&DC, Charger
Nove
mber
Discrrete solution
ns:
IGBTs, D
Diodes, MosFETs
Powerr
70kW
Driver IC: IGBTs, MosFETs
80kW
Bare Die: IG
GBTs, Diodes, MosFETs
90kW
Easy Modules*
Copyright © Infineon Technologies 2012. All rights reserved.
Aux Drives, Aux DC/DC, Charger
Page 17
High Power Semiconductors - Overview
Infineon masters a comprehensive
p
portfolio
p
Power [W]
1G
Ultra high power
100 M
High power
1M
100 k
Th
hyristo
or
10 M
G N
GaN
IGBT
1k
100
10
SiC
CoolMOSTM
10 k
M di
Medium
power
MOSFETs
100
1k
10 k
100 k
Page 18
1M
10 M
100 M
Frequency [Hz]
HPx在全球市场应用情况
在 球市场应用情况
使用HP1的车型平台
使用HP2的车型平台
Page 19
((H)EV:
)
TriCore Inside
KIA TAM
XC2000
Hyundai Sonata
XC2000
Mercedes SLS
TC1797
Mercedes s400
TC1797
Car models with Tricore used for
more than 1 applications
are listed only once
Mercedes smart
TC1797
Mercedes ML
TC1797
VW Blue-Emotion AUDI Qauttro
TC1797
TC1782
BMS
HCU
Inverter
Mercedes GLK
TC1797
15.1
0 20
BMW i8
TC1797
BMW i3
TC1797
Peugeot Survolt Renault Fluence
TC1782
TC1782
Renault Kangoo Renault Zoe
TC1782
TC1782
Copyright © Infineon Technologies
Page 20 2012. All rights reserved.
SAIC Roew
TC1797
48V PowerNet, a German Initiative
48V Core Team and ‘Guests’
Guests
Core
IFX partly
tl participation
ti i ti
as semiconductor consultant
Copy
right
Page 21
48V PowerNet, Public Announcements
ƒ First Announcement:
June 2011:
five German car makers announced that they will introduce
48V systems into their cars
ƒ 48V Specification:
Oct 2011:
Oct.
five German car makers published and adopted the
48V specification, called LV148
ƒ 48V OEM Announcements:
F b 2012:
Feb.
2012
BMW Mr.
BMW,
M Frickenstein:
Fi k
t i 48V comes with
ith th
the new BMW
BMW-7
7 iin 2015
http://www.atzonline.de/Aktuell/Interviews/35/243/Wir-wollen-den-elektrischen-Stromverbrauch-halbieren.html
„Mit dem neuen 7er wird BMW 48 Volt konsequent in die
Serie bringen, zunächst werden Hochstromverbraucher
angeschlossen.
hl
S
Sukzessive
k
i ffolgen
l
12
12-Volt-Verbraucher.“
V lt V b
h “
48V PowerNet
12V Architecture versus 48V Architecture
Today
Jumpstart
48V Extension
Jumpstart
12V
12V
DC DC
48V
no human access
Safety
S
G
Starter
12V
Battery
Generator
M/G
S
Loads
opt.
Starter
12V
Battery
Loads
opt.
Power
Loads
48V
Battery
¾ 12V powernet will be the same (except generator)
¾ 48V is an extension to 12V
¾ Electric power generation at 48V
¾ 12V power supply via DC/DC converter from 48V
¾ 12V powernet is not rugged against 48V
¾ No access possible to 48V
(nomenclature: Terminal 40)
¾ Common,
butt individual
Terminal
C
b
i di id l Ground
G
d (nomenclature:
(
l t
T
i l 41)
Copy
right
12.10.2012
Page 23
Motor /
Generator
48V PowerNet
Market Introduction Scenario 1
48V Scenario 1
Semiconductor
Application
pp
E-Motor Inverter
10KW motor control and
active generator rectification
HV-Battery
Li-Ion battery management,
balancing and main
disconnect
DC/DC 48V/12V
(3kW)
>100kHz multiple halfbridges
plus safety
p
y switches
48V Extension
Jumpstart
t t
Scenario 1: most likely for
market introduction >2015
12V
DC DC
48V
no human access
Safety
M/G
S
opt.
Starter
Copy
right
12.10.2012
12V
Battery
Page 24
Loads
opt.
Power
Loads
48V
Battery
Motor /
Generator
48V PowerNet
Market Introduction Scenario 2
48V Scenario 1
48V Scenario 2
Semiconductor
Application
pp
E-Motor Inverter
E-Motor Inverter
10KW motor control and
active generator rectification
HV-Battery
HV-Battery
Li-Ion battery management,
balancing and main
disconnect
DC/DC 48V/12V
(3kW)
DC/DC 48V/12V
(2kW)
>100kHz multiple halfbridges
plus safety
p
y switches
Engine Fan
motor control
600W-1000W continuous
Compartment Heater
smart switch
1-2kW continuous
Other Heaters
smart switch
200W-400W continuous
EPS el. p
power
steering
motor control
10W average, 1.5kW
1 5kW peak
k
ARS active roll
stability
motor control
xxW average, 1-2kW peak
Climate Compressor
motor control
xxW average, 4-5kW peak
Scenario 1: most likely for
market introduction >2015
Scenario 2: possible future
p
up
p to 2020
improvement
Copy
right
12.10.2012
maybe
Page 25some
48V PowerNet
IFX Product Portfolio Overview
„ MOSFETs
2
1
OPTIMOS-T, -T2
100V and future 80V
DPack, D2Pack,
TOLL, SuperSO8
„ B6 Driver IC
2
TLE9180 with SPT9/90
„ B4 Driver IC
1
TLE6282 with SPT4/90
3
BTS50085, 6163, 452, 723 …
Profet+24V BTT6050 …
„ Smart Switches
„ DC/DC Regulators
4
TLE6368G2, TLE6389
TLF524x1 TLF3xxxx
TLF524x1,
„ Li-Ion Battery
Management
4
TLE8000 ‘BALI’ for 13-20 cells, in discussion
„ LIN, CAN, Flexray
1
regular 12V Portfolio, nothing specific
1
regular
g
12V Portfolio,, support
pp
ASIL safety
y features
„ µ
µC
1 Production
1
2
2 Samples available
3 Application fit to be verified by
technology / product release
Copy
right
12.10.2012
Page 26
4 Concept
Automotive Semiconductors
Commitment Leads to Success
Reliability through experience:
High quality products and services for the automotive industry for 40
years
Innovative product portfolio covering the complete control
cycle: From sensing over computing to actuating
System expertise with broad application competence:
Powertrain, Safety Management, Body & Convenience
Automotive ExcellenceTM:
Most comprehensive quality program in the industry
Market leader in automotive semiconductors:
No. 2 in USA, No. 2 worldwide, No. 1 in Europe ,No. 1 in Asia
(Source: Strategy Analytics)
19.07.2013