aurix™ 32-bit microcontrollers as the basis for adas

Infineon AURIX™ 32-bit microcontrollers as the basis for ADAS / Automated Driving Deutsche Bank AutoTech Conference San Francisco, 11 May 2017

Dr. Jürgen Rebel Corporate Vice President, Investor Relations

Market share trend

Infineon’s position in the automotive semiconductor universe

* Divestiture of NXP’s Standard Product business (“Nexperia”) closed on 16 Feb 2017; hence included in the 2016 ranking.

Source: Strategy Analytics, “Automotive Semiconductor Vendor Market Shares”, April 2017

Sensors

7.3%

7.3%

8.3%

Allegro

Mele…

NXP

Infin…

Bosch

Microcontrollers Power

5.7%

8.7%

9.7%

Microchip

Infineon

Texas Instr.

NXP

Renesas

5.7%

8.2%

9.2%

Bosch

NXP*

Infineon

7.4%

7.8%

9.8%

10.7%

14.0%

STMicro

Texas…

Renesas

Infineon

NXP*

Automotive semiconductors 2016 total market size: $30.2bn

– ADAS/AD

– Powertrain

– 24 / 77 GHz radar

– REAL3™ sensor

– xEV penetration – EPS – Lighting m

.s.

trend

– Infineon benefits disproportionately

from the two mega trends

– clean cars

– ADAS/AD

m.s

. tr

end

m.s

. tr

end

+0.3%-pt

+0.1

+0.6%-pt

+0.4%-pt

2 2017-05-11 Copyright © Infineon Technologies AG 2017. All rights reserved.

25.6%

13.4%

30.9%

27.0%

16.3%

12.5%

Connectivity/security

Key market trends significantly drive increasing semiconductor content per car

ADAS/AD Clean cars

› Advanced connectivity is driven by making the car part of the internet

› Connectivity must be secure

› ADAS and AD are critical

enabler to reduce the

number of fatalities and

serious injuries (“Vision

Zero”)

› To reach CO2 emission goals, the automotive industry has to focus on

a higher efficiency of the classic ICE, and

the electrification of the drivetrain (xEV)

ADAS/AD and clean cars will generate half of the 8% trendline growth of ATV


Ultrasonic Interior camera

V2X***

Level 2 Level 3 Level 4/5

≥ 1

Any next automation level requires more assistance systems and thus ECUs

≥ 2 ≥ 8

≥ 3 ≥ 6 ≥ 10 Radar

# of modules**

Others

Level of automation

* Source: VDA (German Association of the Automotive Industry), Society of Automotive Engineers ** Market assumption; *** See glossary

Ultrasonic Ultrasonic

Interior camera

Highway & Traffic Jam Assist Highway pilot Urban pilot / Robot Taxi

Valet Parking Parking assist

Application*

0 ≥ 1 1

Camera

# of modules**

Lidar

# of modules**


$40

$60 $100 $180

$140 $0

$50 $30 $400

$195

$165 $25

$240

$55 $680

ADAS/AD semi growth driven by radar and camera sensor modules over the next 5 years

Average semiconductor content per car by level of automation*

* Source: Strategy Analytics, IHS Markit, Infineon; ** e.g. radar includes µC BOM roughly estimated for around 10m vehicles in each level – Next Update planned in H2 2017

Level 2 (2020) Level 3 (~2025) Level 4/5 (2030+)

Sense Compute Actuate

Bill of material estimates include all type of semiconductors**

Radar

m

odule

s

Cam

era

m

odule

s

Tota

l

BO

M*

Actu

ato

rs

Sensor

Fusio

n

Lid

ar

m

odule

s

Lid

ar

m

odule

s

Radar

m

odule

s

Cam

era

m

odule

s

Tota

l

BO

M*

Actu

ato

rs

Sensor

Fusio

n

Tota

l

BO

M*

Sensor

Fusio

n

Lid

ar

m

odule

s

Radar

m

odule

s

Cam

era

m

odule

s


Tomorrow’s car system architecture will be much different from today

Today Tomorrow

Lid

ar

Cam

era

Radar

…

ADAS Domain

…

Connectivity Gateway

Data Fusion

Dynamics Control

Energy Management

Torque Control

…

Lighting

Theft protection

HVAC

Body & Comfort Domain

HMI

Entertainm.

Navigation

…

Infotainment Domain

Driving Domain

› “Democratic” structure: Systems are connected to one another

› In the future, systems will be clustered in domains and organized hierarchically


human acts

Introduction of central computers triggers demand for high-performance, fail operational microcontrollers (MCUs)

basic

car

functions

decis

ion m

akin

g

› temperature

› pressure

› position

› speed

› MOSFETs

› IGBTs

› power ICs

L3 / L4 / L5 vehicles L0 / L1 / L2 vehicles

› MCUs, e.g. AURIX™

classic ECU future ECU = classic ECU + higher performance

+ fail operational

+ secure

fail operational systems require redundancy in

› power switches, power supply

› sensors

› MCUs

central computer

camera

radar

lidar

GPS MCU (AURIX™)

CPU / GPU

central computer triggers car operations

car security is achieved through

› discrete security controller (OPTIGA™)

› integrated security modules in MCUs (AURIX™)

+


0 5 9

2016 2020 2025

total thereof L3+ cars

Demand for MCUs is driven by a rising average number of ECUs in the mid-range and central computing platforms

luxury/premium

mid-range

Light vehicle production

up to 20 MCUs

up to 110 MCUs

2 CPUs

+ 1 MCU

1-2 CPUs

+ 1 MCU

up to 60 MCUs

Source: Strategy Analytics, Infineon estimates

vehicle segments

0 CPU

0 MCU

[units m] [MCUs per car,

today / trend]

[CPU/MCUs per L3+ car]

0 0 6

2016 2020 2025


0 0 0

2016 2020 2025


10 12 14

71 77

17 19 21

65

ECU Central

Computing


economy/low-end

„slightly

down“

„up“

„same“

AURIX™ microcontroller complements CPU/GPU to make the central computer robust and fail operational


Pictures: Courtesy of Nvidia, Intel

Examples of central computing platforms

› ISO 26262 ASIL-D safety host monitoring operation of the data fusion ECU

› Safe and secure gateway to the vehicle network

› Fallback operation in case of a GPU/CPU fail

› Safe communication to actuator control units

› Data processing for applications (e.g. parking)

› Fusion of object data, deep learning algorithms

› Environmental model calculation (road, objects)

› Trajectory planning

› Modelling of driver behaviour

AURIX™ as real-time main controller or host controller

› AURIX™ is the market reference as host controller in central computing platforms

Functionality

Featured in leading OEM platforms

AURIX™ microcontroller is the safety controller of choice for current and upcoming data fusion platforms

High-profile Tier 1 customer base

+

SOP 2015 - 2016 SOP 2017 - 2018 SOP 2019 - 2020 SOP 2021 - 2022

? ?

› 2x Europe › 2x Europe

› 2x US

› 3x Europe

› 2x US

› 2 in discussion

› 4 in discussion

? ?


32-bit microcontrollers capture the lion share of $-opportunity in automotive applications

8-bit

8-bit

16-bit

16-bit

32-bit

32-bit

by unit by value

8-bit 16-bit 32-bit

› AURIX™ microcontrollers fit basically to all 32-bit use cases (except infotainment) and is clearly gaining market share in 32-bit automotive market.

Example:

A premium car with ~110 MCUs

839 824

1,464 1,204

3,570 5,116

2016 2017 2018 2019 2020 2021 2022 2023

8-bit 16-bit 32-bit 32-bit on CC

Source: Strategy Analytics, „Automotive Semiconductor Demand Forecast 2014 – 2023“, January 2017; Infineon estimates

CAGR(16-23) for 32-bit:

+5.3%

32-bit MCU market is the place to be

[USD m]

= 61% market

size

= 72% market

size

25%

30%

45% 25%

60%


in data fusion boxes

Infineon AURIX™ microcontroller family covers the majority of 32-bit use cases

Powertrain Chassis / Safety / ADAS / AD Body / advanced connectivity

engine management

transmission

starter generator

DC-DC converter

BEVs HEVs, PHEVs

power steering

vehicle stability control

domain control

airbag and safety

24 GHz radar 77 GHz radar

sensor fusion

advanced lighting

driver monitoring

chassis suspension

vision safe host controller

electric parking brake

connected gateway

advanced body control module

online control module

over-the-air update

infrastructure controller for V2V/V2X

battery management

onboard charger

ICE

xEVs

gro

wth

dri

ver

AU

RIX

™ u

se c

ases

› unit production

› xEV penetration

› ADAS/AD penetration

› evolution from L0 towards L5

› comfort penetration

› connectivity


Key takeaways

› The hierarchical system architecture of the car of the future will require an increasing number of high-performing and fail operational 32-bit microcontrollers

› The demand for microcontrollers will be driven mainly by a higher average number of ECUs in mid-range cars and on top central computing platforms for level 3+ beyond 2020

› Infineon AURIX™ family is the microcontroller of choice in more than 80% of current and upcoming data fusion platforms

› By 2023, about 72% of automotive MCU $-value will stem from 32-bit

› AURIX™ microcontrollers fit basically to all 32-bit use cases (except infotainment) and represent the most comprehensive portfolio in the industry

› Strong multi-billion-$ design-win pipeline drives revenue growth and continuous market share gains in automotive microcontrollers


ADAS*/AD* semi BoM* growth is driven by radar and camera sensor modules

Market penetration per level of automation

2015 up to 20m vehicles p.a.



L1 Assisted

L2 Partly automated

L3 Highly automated

L4 Fully automated

L5 Driverless

tomorrow



2015

Auto

mate

d d

rivin

g

AD

AS

*

* See glossary Source: IHS Markit, McKinsey, UBS, Infineon

No driver

temporary


The 5 levels of increased automation (VDA* definition)

* see Glossary

Source: VDA, BMW

Level 1 Level 2 Level 3 Level 4 Level 5

Assisted System assists longitudinal OR lateral movements

E. g.: Automatic Emergency Brake, Turning Assistant, Lane Keep Assist, Stop & Go

Partial Automation System performs longitudinal AND lateral driving task in defined use case

E. g.: Traffic Jam Assist (with steering intervention), Combination of Adaptive Cruise Control and Lane Keep Assist, Parking Assist

High Automation System performs longitudinal AND lateral driving task in defined use case, but gives back control when outside of defined parameters

E. g.: Highway Pilot

Amendments of current regulations are necessary (e.g. Vienna StVO, ECE-R79)

Permanent monitoring by the driver

Full Automation Driver can hand over entire task of driving to the system in specific use cases

E. g.: Urban Pilot, Valet Parking

Autonomous Driving/Driverless System can handle all driving situations. No Driver necessary from start to destination.

E. g.: Robot Taxi

System is driving, with more or less backup by the driver. In case of failure, the system must run for a certain time on a backup.

No driver


Infineon's product portfolio fosters revenue growth in ADAS/AD for the next decade

Today 2020 2025

SiGe* 77 GHz $ $ $ $ $ $ $ $

SiGe* 24 GHz $ $ $ $ $ $ $ $

RF CMOS $ $ $

Driver Monitoring

$ $ $ $ $

Front $ $ $ $ $

Rear/surround $

Others

Actuators $ $

Lidar $ $ $

Sensor fusion $ $ $ $

Sense Compute Actuate

$ $


Glossary

› ADAS: Advanced Driver Assistance Systems

› AD: Automated Driving

› AI: Artificial Intelligence

› BCM: Body Control Module

› CC: Central Computer

› CPU: Central Processing Unit

› ECU: Electronic Control Unit

› FOTA: Firmware Over-The-Air

› GPU: Graphics Processing Unit

› MCU: Microcontroller Unit

› SoC: System-on-Chip

› VDA: German Association of Automobile Manufacturers

› V2V: Vehicle-To-Vehicle

› V2X: Vehicle-To-Everything


aurix™ 32-bit microcontrollers as the basis for adas

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