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Page 1: Advanced Automotive-Electronics Platform: Your Commercialization Solutions for Semicon 2012 .pdf · Advanced Automotive-Electronics Platform: Your Commercialization Solutions Dr Jeffery

2012年5月3日12时36分 1 ASMC CONFIDENTIALASMC CONFIDENTIAL

Advanced Automotive-Electronics Platform: Your Commercialization Solutions

Dr Jeffery Wang President (Acting)

Advanced Semiconductor Manufacturing Corporation

SEMICON China 2012, Shanghai

Page 2: Advanced Automotive-Electronics Platform: Your Commercialization Solutions for Semicon 2012 .pdf · Advanced Automotive-Electronics Platform: Your Commercialization Solutions Dr Jeffery

Advanced Semi, Advanced QualityAdvanced Semi, Advanced Quality ASMC CONFIDENTIALASMC CONFIDENTIALPage 2

Outline

Global Automotive sales

Automotive Electrical System

Status of current supply chain of Global Automotive IC

Introduction of ASMC manufacture service and dominances in Automotive Electronics industry

High ValueHigh ValueFoundry Foundry

ServiceService

High VolumeHigh VolumeFoundry Foundry

ServiceService

Co-

deve

lpm

ent

Page 3: Advanced Automotive-Electronics Platform: Your Commercialization Solutions for Semicon 2012 .pdf · Advanced Automotive-Electronics Platform: Your Commercialization Solutions Dr Jeffery

Advanced Semi, Advanced QualityAdvanced Semi, Advanced Quality ASMC CONFIDENTIALASMC CONFIDENTIALPage 3

Automotive salesGlobal Automotive shipments

69227327

7052

6171

7776 80108350

3.10%5.8%

-3.7%

-12.8%

26.0%

3.0% 4.2%

0

1000

2000

3000

4000

5000

6000

7000

8000

9000

2006 2007 2008 2009 2010 2011 2012

(10k

)

-20.00%

-10.00%

0.00%

10.00%

20.00%

30.00%

grow

th ra

te(%

)

China Auto shipments

889 934

1368

1806 18502002

2242

2645

2980

22.0%

5.0%

47.6%

32.0%

2.5%

8.7%12.4% 11.8% 12.7%

0

500

1000

1500

2000

2500

3000

3500

2007 2008 2009 2010 2011 2012 2013 2014 2015

(10k

)

0.0%

10.0%

20.0%

30.0%

40.0%

50.0%

60.0%

grow

th ra

te(%

)

Automotive Sales

Global Automotive sales of 80m units in 2011, up 3% from 77m units in 2010Projected to 83m units in 2012 China the largest car market from 2009. 2011 China market share: 23%

Page 4: Advanced Automotive-Electronics Platform: Your Commercialization Solutions for Semicon 2012 .pdf · Advanced Automotive-Electronics Platform: Your Commercialization Solutions Dr Jeffery

Advanced Semi, Advanced QualityAdvanced Semi, Advanced Quality ASMC CONFIDENTIALASMC CONFIDENTIALPage 4

Automotive Electrical System

ASMC

Entertainment, Comfort

Power

Safety

Body

GPS Communication Audio Blue-teeth Multi-media RadioTPMS

ESP

ABS

Air-bag

Radar

Computer

Light

ParkingAsst.

Air-conditioncontrol

Engine Control Ignition Steering CruiseSpeed sensor

CAN/LIN

Page 5: Advanced Automotive-Electronics Platform: Your Commercialization Solutions for Semicon 2012 .pdf · Advanced Automotive-Electronics Platform: Your Commercialization Solutions Dr Jeffery

Advanced Semi, Advanced QualityAdvanced Semi, Advanced Quality ASMC CONFIDENTIALASMC CONFIDENTIALPage 5

Average Semiconductor Content in Auto

Average semiconductor content per automobile is $350 in 2011 Electronic systems rise to 25% to 30% of total vehicle value

Page 6: Advanced Automotive-Electronics Platform: Your Commercialization Solutions for Semicon 2012 .pdf · Advanced Automotive-Electronics Platform: Your Commercialization Solutions Dr Jeffery

Advanced Semi, Advanced QualityAdvanced Semi, Advanced Quality ASMC CONFIDENTIALASMC CONFIDENTIALPage 6

Chinese Automotive Electronics Market

China Automotive electronics forecast

$16.0 billion in 2009; $20.6 billion in 2012;largest in the world;more advanced electronics for ease of use, comfort, safety.

Page 7: Advanced Automotive-Electronics Platform: Your Commercialization Solutions for Semicon 2012 .pdf · Advanced Automotive-Electronics Platform: Your Commercialization Solutions Dr Jeffery

Advanced Semi, Advanced QualityAdvanced Semi, Advanced Quality ASMC CONFIDENTIALASMC CONFIDENTIALPage 7

Requirement of Auto-Electronics

Parameter Auto Industry Consumer

Temperature -40 – 150 ℃ -10 – 70 ℃ 0 – 40 ℃

Life-time 15 y 5 – 10 y 1 – 3 y

Humidity 0 – 100% depend low

Defect Zero defect < 1% < 3%

Supply period > 30 y > 5 y ~2 y

Requirement of auto-electronics is much higher than those of industry and consumer

Page 8: Advanced Automotive-Electronics Platform: Your Commercialization Solutions for Semicon 2012 .pdf · Advanced Automotive-Electronics Platform: Your Commercialization Solutions Dr Jeffery

Advanced Semi, Advanced QualityAdvanced Semi, Advanced Quality ASMC CONFIDENTIALASMC CONFIDENTIALPage 8

Status of Global Automotive IC

Motor Company Volkswagen GM Toyota

Parts Company

Chips

Continental Delphi Bosch

Infineon NXP

SAIC

Freescale ST Renesas

Most market shares occupied by international IDM enterprises; IP, standard, supply chain are controlled by these IDM as well.

Page 9: Advanced Automotive-Electronics Platform: Your Commercialization Solutions for Semicon 2012 .pdf · Advanced Automotive-Electronics Platform: Your Commercialization Solutions Dr Jeffery

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Status of Chinese Automotive IC

RMB 2800 billioncar

RMB 200 billionmodule

RMB 14 billionchip

RMB5 billionWafer

8.3% of GDP in 2009

Chip design is dominated by international major players

Page 10: Advanced Automotive-Electronics Platform: Your Commercialization Solutions for Semicon 2012 .pdf · Advanced Automotive-Electronics Platform: Your Commercialization Solutions Dr Jeffery

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Importance of China Auto-IC Development

InnovationsInnovations

Stable supplyStable supply

Competitive priceCompetitive price

High qualityHigh quality

Page 11: Advanced Automotive-Electronics Platform: Your Commercialization Solutions for Semicon 2012 .pdf · Advanced Automotive-Electronics Platform: Your Commercialization Solutions Dr Jeffery

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New Opportunity for New Energy CarElectric car technology is

promising; Development of Electric car

is an opportunity, also a challenge.

Auto IC is one of the key technologies for new-energy car. Important for national new energy car and energy safety strategy.

Page 12: Advanced Automotive-Electronics Platform: Your Commercialization Solutions for Semicon 2012 .pdf · Advanced Automotive-Electronics Platform: Your Commercialization Solutions Dr Jeffery

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New opportunity for Mobility Internet

From 2013

From 2011

Safety & EfficiencyHazardous Location Notification Collision WarningCurve speed warning Emergency electronic brake lights Traffic signal violation warning Lane change warning Green Light optimal speed Advisory

Convenience, Security &Online serviceseCall, Stolen Car TrackingRemote Smart phone managementRemote DiagnosticPay As You DriveFleet Management/Car shareCar as a SensorE-Car - Car ChargingRoad-Tolling

Opportunity or Challenge!

Page 13: Advanced Automotive-Electronics Platform: Your Commercialization Solutions for Semicon 2012 .pdf · Advanced Automotive-Electronics Platform: Your Commercialization Solutions Dr Jeffery

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Introduction of ASMC

Advanced Semiconductor Manufacturing Corporation, known as Shanghai Philips Semiconductor Co., Ltd., incorporated in 1988.

Listed on the Main Board of Stock Exchange of Hong Kong in 2006. (Code:3355).

The FIRST domestic Automotive IC and MEMS foundry.

Currently, operates 5”, 6”, 8” and MEMS Fab in Caohejing, Shanghai, and has an annual capacity of 800,000 pieces of wafers.

Page 14: Advanced Automotive-Electronics Platform: Your Commercialization Solutions for Semicon 2012 .pdf · Advanced Automotive-Electronics Platform: Your Commercialization Solutions Dr Jeffery

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Dominances of ASMC

AutoElectronics IGBTMEMS

Page 15: Advanced Automotive-Electronics Platform: Your Commercialization Solutions for Semicon 2012 .pdf · Advanced Automotive-Electronics Platform: Your Commercialization Solutions Dr Jeffery

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ASMC Automotive IC Capability

AutoAuto--IC manufacturing quality system IC manufacturing quality system

AutoAuto--ICIC manufacturing capability manufacturing capability

Revenue in RMB125 million in 2011.Revenue in RMB125 million in 2011.

Organizer of State 02 project (National Organizer of State 02 project (National

Science and Technology Major Project )Science and Technology Major Project )

Page 16: Advanced Automotive-Electronics Platform: Your Commercialization Solutions for Semicon 2012 .pdf · Advanced Automotive-Electronics Platform: Your Commercialization Solutions Dr Jeffery

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ASMC Automotive ElectronicsProcess: experienced in Automotive electronics process and

manufacturing;

Product: IC for airbag since 1995;39 Automotive IC products qualified and under mass production;

Application: Engine control/entertainment/driver/voltage transformer etc;

Customer: Continental, Delphi, Infineon, Toyota, NXP…

Quality:First domestic company passes QS9000ISO9002/ISO14001/BS7799/ISO/TS16949 passedThe first and only A-level VDA6.3 IC supplier in China

Page 17: Advanced Automotive-Electronics Platform: Your Commercialization Solutions for Semicon 2012 .pdf · Advanced Automotive-Electronics Platform: Your Commercialization Solutions Dr Jeffery

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VDA6.3 Automotive Industry Quality: zero defect

Page 18: Advanced Automotive-Electronics Platform: Your Commercialization Solutions for Semicon 2012 .pdf · Advanced Automotive-Electronics Platform: Your Commercialization Solutions Dr Jeffery

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“Advanced” Auto-IC Platform

AAnalog(Analog process and device technology)

Analog IC has the largest market share in Automotive Electronics

PPower(Power process and device technology)

For IC driverMain technology: HV-MOSFET, IGBT, HVCMOS, TVS, etc

SSensor(Sensor product and process technology)

Less than 100 sensors in normal car, but more than 200 sensors in luxury car

18

Page 19: Advanced Automotive-Electronics Platform: Your Commercialization Solutions for Semicon 2012 .pdf · Advanced Automotive-Electronics Platform: Your Commercialization Solutions Dr Jeffery

Advanced Semi, Advanced QualityAdvanced Semi, Advanced Quality ASMC CONFIDENTIALASMC CONFIDENTIALPage 19

Advanced Auto-Electronics Commercialization Solution

System

moduleCar

maker

Process

developmentManufacturing

Package

And testProduct idea

Technology /IP

design

Virtual IDM

manufacturingASMCGrace

DesignQiming, SIMIT,

FDU etc.

Package & testHASE, PKU

ApplicationHASE, Visteon,

SAIC, BYD

IDM

Page 20: Advanced Automotive-Electronics Platform: Your Commercialization Solutions for Semicon 2012 .pdf · Advanced Automotive-Electronics Platform: Your Commercialization Solutions Dr Jeffery

2012年5月3日12时36分 20 ASMC CONFIDENTIALASMC CONFIDENTIAL

Thanks