automotive semiconductory and market analysis

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Automotive ICs/Electronics Building traction in a high-growth, global market

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Page 1: Automotive Semiconductory and Market Analysis

Automotive ICs/ElectronicsBuilding traction in a high-growth, global market

Page 2: Automotive Semiconductory and Market Analysis

Key issues in the use of ICs/electronics in the automotive sector• What is the opportunity?

• Size and growth of automotive, and electronics/ICs within automotive, around the world

• Where is the opportunity?• How are electronics/ICs responding to – and affecting – changing market expectations and needs?

• Four key areas…• Drive train, body electronics and chassis control, driver assistance and entertainment

• …lead to many important benefits• Better driver control, improved vehicle safety and reliability, fewer collisions, better handling, improved fuel efficiency, reduced

emissions, enhanced in-vehicle entertainment and navigation…

• What “macro trends” affect future demand for automotive electronics/ICs?• Electric vehicles, passenger-centric transport and regulations designed to address congestion and pollution

will combine to create further demand for smart vehicles

• Who is driving these trends?• The auto manufactures and semiconductor firms are collaborating to provide consumers with shift towards a

seamless electronic/IC-intensive future connecting other devices, networks and data into useful paradigms

• How TechInsights can help you to build traction in the automotive electronic/IC market?• Case study examples of our analysis

Page 3: Automotive Semiconductory and Market Analysis

What is the opportunity?Penetration rate statistics show that automotive has tremendous scope for long-term growth

• The middle classes of India and China are growing by around 10 million people per year in each country. In Brazil too, several million Brazilians are likely to join the lower middle class in the foreseeable future. Particularly in Africa and Asia, people are being drawn to the megacities, where the switch from the bicycle or moped to the car is seen as an expression of growing prosperity. At 83 cars per 1,000 heads of population, in 2011 China reached the level measured in Europe around 60 years ago. Car density in the USA is higher by a factor of 10.

• The fastest growth rate for car production around the world is likely to be generated in future by demand for low-cost cars coming from the BRIC countries (Brazil, Russia, India and China) as well as from countries such as Indonesia, Mexico, Malaysia and Thailand. It is one of the major challenges of our times to make sure that these developments take their course in a manner that causes the least possible damage to the environment and global climate. The manufacturers of these cars will increasingly need to employ innovative electronics that will require intelligent integration at semiconductor level in order to comply with safety, emissions and cost targets for low-cost cars.

• Infineon 2012 annual report, page 43 (bold added for emphasis)

http://www.infineon.com/dgdl?folderId=db3a30433b47825b013b4d4bda8c1a55&fileId=db3a30433b92f0e8013b989bf5cd15f3, page 43

Page 4: Automotive Semiconductory and Market Analysis

What is the opportunity?Auto sales continue to increase…

From the Infineon 2012 annual report, page 42: http://www.infineon.com/dgdl?folderId=db3a30433b47825b013b4d4bda8c1a55&fileId=db3a30433b92f0e8013b989bf5cd15f3

Page 5: Automotive Semiconductory and Market Analysis

What is the opportunity?Like consumption, production is distributed globally – not tied to a single economy

From http://en.wikipedia.org/wiki/Automotive_industry, referencing http://oica.net/category/production-statistics/

Page 6: Automotive Semiconductory and Market Analysis

What is the Semiconductor opportunity?The value of ICs in vehicles is high, and continues to increase

From the Infineon 2012 annual report, page 43: http://www.infineon.com/dgdl?folderId=db3a30433b47825b013b4d4bda8c1a55&fileId=db3a30433b92f0e8013b989bf5cd15f3

• According to the market research specialist Strategy Analytics, the total value of semiconductor components in an average car in the 2011 calendar year amounted to US$309 or approximately €250 – a new record figure.

• The total value of semiconductor components per car in the world’s established markets (Europe, North America and Japan) stands at around US$400, while the average car sold in emerging markets has only half as much value on board. Over the coming years and decades, countries in these regions are likely to catch up with the well established automobile nations. For this reason, the compound annual growth rates for the value of semiconductors per car in China and Brazil (meanwhile the world’s largest and fourth-largest car nations respectively), are likely to be twice as high as those recorded in Europe and North America.

Page 7: Automotive Semiconductory and Market Analysis

The “net net”: estimated growth in automotive IC value, 2011-2015

$-

$2,000.00

$4,000.00

$6,000.00

$8,000.00

$10,000.00

$12,000.00

2011 2012 2013 2014 2015

In $

M

Automotive IC value and growth by region, 2011-2015

Asia (ex Japan) Japan Europe North America LATAM MEA

Source: IT Market Dynamics/TechInsights, 2013

CAGR: 13.5%

CAGR: 8.1%

CAGR: 0.8%

CAGR: 10.0%

CAGR: 9.0%

CAGR: 6.8%

Estimated 2015 market: $32.4 billion,

CAGR of 8.4%

Estimated 2011 market: $23.5 billion

Page 8: Automotive Semiconductory and Market Analysis

Primary automotive electronic/IC market segments

Drive train

Body electronics and chassis control

Entertainment

Driver assistance

• Each segment includes a unique blend of requirements and opportunities – and each has the ability to change the competitive positions of (and commercial relationships between) OEMs, automotive suppliers, electronics/IC suppliers…

Page 9: Automotive Semiconductory and Market Analysis

Overview: ICs and electronics in the drivetrain

• ICs/electronics are critical components in drivetrain systems:• Engine and transmission control: enable the efficient distribution of power, improving

predictability and responsiveness while also reducing fuel consumption and emissions

• ICs/electronics power additional critical components in hybrid and electric vehicles

• Battery management is a crucial factor in EV/hybrid performance and reliability (and for EVs, it is at the core of viability)

• Chargers: EVs and hybrids rely on sophisticated electronic charging systems to replenish batteries

• Motor control: EVs don’t use conventional throttles – they rely on electronic systems for motor control

• IC Characteristics in the Automotive Space• IC must meet criteria around reliability, durability, and ability to handle harsh environments• Lifecycle of vehicle is ~7-10 years, OEM must stock to sell and support over the lifetime.

Page 10: Automotive Semiconductory and Market Analysis

Key issues in drivetrain electronics

• Manufacturers are pursuing better efficiency – in combustion-powered, hybrid, plug-in hybrid and electric vehicles

• Pending regulations in Europe and the U.S. will require that automakers achieve average fuel efficiency (of 4 litres of fuel per 100 km, or approximately 59 miles per gallon) and pollution benchmarks that are well beyond current norms –and which will require increased use of IC/electronics-heavy weight reduction technologies in conventionally-powered cars, and increased emphasis on advanced/alternative approaches to powering vehicles

• However, this is not entirely a regulatory “stick” issue –there is the “carrot” of increased market share, as increasingly, automotive marketing also centres on innovation in drivetrain electronics

• [The new Audi Q series, which includes] “an innovative and efficient plug-in hybrid drive, based on a specially developed 1.5 three-cylinder TFSI engine and two electric motors, is setting new benchmarks as it only uses 1.1 l of fuel per 100 km and only emits 26 grams of CO2 per kilometer.”

• “The Audi A6 L e-tron concept, which was designed specifically for the Chinese market, is the first hybrid technology concept for the premium class. The plug-in hybrid features a 2.0 TFSI engine with 155 kW (211 PS) and a 70 kW electric motor and can cover a distance of 80 km running solely on electric power”

• Volkswagen 2012 annual report

http://www.volkswagenag.com/content/vwcorp/info_center/en/publications/2013/03/Y_2012_e.bin.html/binarystorageitem/file/GB+2012_e.pdf

VW’s annual report provides detailed information on its vehicles’ CO2 performance, under the heading “Value-Enhancing Factors”

Page 11: Automotive Semiconductory and Market Analysis

Overview: Body electronics and chassis control

• ICs/electronics are critical elements in delivery of advanced handling, safety, and comfort features:

• Power steering: electronics-based systems integrate with other automotive systems (such as safety features; and electronics-based systems are both lighter and more power-efficient than hydraulic systems, enabling OEMs to reduce fuel consumption

• ESC (Electronic Stability Control): systems sense a loss of traction, and adjust braking and acceleration to each wheel to restore control

• Radar-based driver assistance: systems that alert drivers to potential obstacles/collisions before they occur

• Tire-pressure monitoring systems: Mandatory since 2007, these systems alert drivers to hazardous tire conditions

• Other uses of ICs in body electronics and chassis control: ABS (anti-lock braking systems), airbags, air conditioning, door electronics, lighting, power windows, sunroof, windshield wipers…

Page 12: Automotive Semiconductory and Market Analysis

Safety through ICs

• Automotive safety has progressed rapidly from the mechanical (seatbelts) to the electronic (e.g., predictive braking, lane departure warnings)

• Experts believe that future emphasis will be on avoiding collisions and dangerous situations, rather than mitigating them – which will in turn require increasingly sophisticated, intelligent and interconnected systems

• “EU regulations to make active pedestrian protection systems mandatory equipment for all new cars as from 2017 are a further step towards achieving this objective. A deformable air hose will be built into the front bumper with a pressure sensor fitted at both ends for redundancy reasons. Upon impact, these sensors measure the pressure change within the air hose, evaluate the data in real-time and transmit them to a central control unit, which in turn activates a mechanism that lifts the car’s hood, thereby cushioning the impact of the pedestrian and significantly reducing the risk of injury.”

• -Infineon Annual Report

http://www.infineon.com/dgdl?folderId=db3a30433b47825b013b4d4bda8c1a55&fileId=db3a30433b92f0e8013b989bf5cd15f3, pages 45-46

Page 13: Automotive Semiconductory and Market Analysis

Advanced chassis/body systems: functional and emotional appeal to the buyer• Auto manufacturers are reaching out to customers

to connect IC/electronics-enabled control systems with messages emphasizing both the functional and emotional appeal of advances in areas like drive-by-wire:

• “How does [The Nissan Infinity’s steer-by-wire system] work? The system interprets the driver's input from force applied to the steering wheel. This information is fed to multiple electronic control units (ECUs). The ECUs then process this information and turn it into instructions for the steering angle actuator, which turns the front wheels. It can make driving less like manual labor, and more like a video game…

• “Nissan's system also mounts a forward-facing camera onto the rear-view mirror. It scans the road ahead, and sends information about lane detection and the vehicle's direction of travel to the steer-by-wire system. Discrepancies are then adjusted for with an opposing force to the tire angle – if the car starts drifting to one side, for instance, the system will automatically steer the car back towards the center of its lane. It sounds like something from Terminator, but a successful implementation could make driving more smooth and relaxing.”

• Gizmag, October 2012

http://www.gizmag.com/nissan-infiniti-drive-by-wire/24605/

Nissan Infinity’s Steer-by-Wire system

Page 14: Automotive Semiconductory and Market Analysis

Overview: Advanced Driver Assistance Systems

• Advanced Driver Assistance Systems use IC/electronics enabled systems in conjunction with Human-Machine Interface technologies to improve systems by having the car work actively with the driver to improve safety

• ADAS systems include:• In-vehicle navigation and communication systems• Systems designed to improve visibility

• Night vision systems, adaptive light control• Systems for monitoring/modifying the speed and path of a vehicle on the highway

• Adaptive cruise control, lane departure warning systems, lane change assistance systems, collision avoidance systems, blind spot detection, driver drowsiness recognition

• Systems assisting drivers in city/tight-quarters situations• Pedestrian protection systems, automatic parking, traffic sign recognition

• Other driver assistance systems• Hill descent control, electric vehicle power warnings

Page 15: Automotive Semiconductory and Market Analysis

Advanced Driver Assistance Systems in action

• Advanced Driver Assistance Systems combine technologies that alert drivers to issues with electronic chassis control systems to improve passenger safety

• The picture to the left illustrates how Honda’s advanced Driver Assistance Systems combine technologies to provide both driver alerts and automatic responses to avoid (or mitigate the impact of) collisions

• Source: Autoevolution

• “Collision avoidance" was until now considered the ultimate safety measure in some ways and was thus a longtime dream for automotive industry insiders…[Now], government is pushing forward with policies and measures that further the commercial application of Pre-Crash Safety systems, Driver Assistance Systems, and the like as a way to reduce the growing number of accidents.”

• Source: Electro to Auto Forum

http://www.autoevolution.com/news/honda-cmbs-awarded-euro-ncap-advanced-honor-25006.html

http://e2af.com/trend/071210.shtml

Page 16: Automotive Semiconductory and Market Analysis

The environment – and the automotive environmentMacro trends driving additional opportunity for automotive ICs/electronics

Page 17: Automotive Semiconductory and Market Analysis

Key issues in automotive ICs/electronics

• The Electro to Auto Forum feature “Automotive industry seeking electronic solutions to four main issues” identifies ways in which ICs/electronics are driving change in the automotive industry

• Improving drivability systems, including:• Parking support, cruise control systems using CMOS/CCD cameras• Improved HMI (human/machine interface) displays

• Enhancing safety features, such as:• Pre-crash safety systems – e.g., cameras, drowsy driver alerts• Systems that support the trend from “damage reduction” to “collision

avoidance”

• Lowering environmental burden• Use of electronics to improve fuel injection and related systems which “lead

to a great contribution to overall fuel economy”• “The development of eco-friendly vehicles such as HEVs, electric vehicles,

and fuel-cell electric vehicle is a must-do task for automakers”

• Realizing greater operational reliability, for example, through better software:

• “It would be difficult for automakers to concurrently develop four to five different types of power train systems, ranging from gasoline engines, diesel engines, and hybrid drive systems to electric vehicles and fuel-cell electric vehicles. Consequently, joint development projects between automakers, or projects between automakers and automotive component manufacturers or automotive electronics manufacturers, are becoming common”

• TechInsights believes that this emphasis on better IP management will lead to more opportunities for IC/electronics suppliers to work within/lead/profit from these ventures

http://e2af.com/trend/071210.shtml

Page 18: Automotive Semiconductory and Market Analysis

Macro trends affecting the automotive industry –and their affect on IC/electronics demand• Beyond the drive to perfect components used to

deliver better drivetrain performance, improved body and chassis control, enhanced driver assistance systems and superior entertainment –there are broad trends that affect the automotive industry and its need for/reliance on ICs and electronics

• These include:

• Pollution, fuel consumption, and mandates that promote hybrids and EVs

• Regulations requiring further advances in safety

• Customer-centric (rather than vehicle-centric) approaches to urban mobility

• Connected vehicle technologies

• Increasing requirements for inter-company collaboration

• In 2011, Ernst and Young identified “8 Automotive Megatrends” that point to increasing complexity in (and around) the automotive industry

• All of these trends, to one extent or another, emphasize the importance of information exchange –and as a result, of automotive ICs/electronics

http://autobeatinsider.com/perspectives/automotive-industry-mega-trends

Page 19: Automotive Semiconductory and Market Analysis

Projected growth of EVs – and what this means to automotive ICs

Hybrid and electric vehicles create the potential for a “hockey stick” growth path for automotive ICs: sales are growing rapidly (in both absolute terms and share), and the value of ICs in EVs is roughly 2x the value of ICs in conventional vehicles

Page 20: Automotive Semiconductory and Market Analysis

Connected vehicles

• We are starting to see a groundswell of support for connected vehicles that communicate with roadside infrastructure and other vehicles

• With connected vehicles, the network of integrated suppliers becomes much broader, including telcos (operating the roadside infrastructure) and application vendors (who will connect to vehicles via this infrastructure)

• As the figure illustrates, we are still at the beginning of the connected vehicle market. The Intelligent Transportation Society of America notes: “Deployment of DSRC (Dedicated Short-Range Communications) is complex and faces the classic "chicken and egg" problem…”ITSA adds, though, that the US Department of Transportation will “aggressively pursue” connected car systems (beginning with vehicle-to-vehicle) and that “U.S. DOT anticipates that a foundational network (or network of networks) will need to be developed to exchange diagnostics, security, authentication data between vehicles and a V2V centralized cloud based network management authority to manage V2V applications nationwide.”

• Already, we see a combination of specialized providers (Airbiquity, WirelessCar), component suppliers (Qualcomm, Sierra Wireless) and systems and application vendors (OnStar, Hughes Telematics) – and a host of OEMs (BMW, Chrysler, Daimler, Ford, GM, Toyota…) jockeying for position in this high-growth area

This forecast for embedded telematics (i.e., not including aftermarket products) calls for a 15-year CAGR of 27% for the key technology enabling connected cars

http://www.gsma.com/connectedliving/wp-content/uploads/2012/03/gsma2025everycarconnected.pdf

http://www.itsa.org/industryforums/connectedvehicle

Page 21: Automotive Semiconductory and Market Analysis

Leading sources of automotive ICs/electronics

OEMsAutomotive

suppliersIC suppliers NPEs

There is opportunity for any of these types of suppliers to build market presence independently, by allying with similar firms, and/or by partnering with organizations in other areas

• Automobile manufacturers: GM, Volkswagen, Toyota, etc.

• Importance of electronics: differentiate products for end customers; comply with regulatory requirements

• Suppliers of automotive components to OEMs: Bosch, Denso, Magna, etc.

• Importance of electronics: align with OEM demand; incorporate added-value (and additional margin) into products

• Suppliers of integrated circuits and electronics to OEMs and automotive suppliers: Renesas, Infineon, Freescale, etc.

• Importance of electronics: Core product offering; innovation is essential to competitiveness

• Suppliers of integrated circuits and electronics to OEMs and automotive suppliers: Renesas, Infineon, Freescale, etc.

• Importance of electronics: Core product offering; innovation is essential to competitiveness

Page 22: Automotive Semiconductory and Market Analysis

Leading OEMs: share, and impact of ICs/electronics

0 2 4 6 8 10

Chrysler

Kia

Fiat

Suzuki

Renault

PSA

Honda

Hyundai

Nissan

Ford

Toyota

Volkswagen

General Motors

2011 sales, in millions• The world’s top 10 OEMs combined for approximately 70% of the global

vehicle market in 2011

• Leadership in electronics features heavily in automotive marketing…• From the 2012 Volkswagen Annual Report: “Some examples (of innovation in

the Volkswagen Golf) are the Front Assist with an integrated city emergency braking function, fatigue detection, an electronic differential lock as standard, the Lane Assist lane keeping assistant, road sign recognition and the latest generation of the Park Assist automatic parking assistant, which warns against obstacles with a graphical 360 degree display. The multi-collision brake, which comes as standard and was awarded a “Golden Angel” in 2012 from German automobile club ADAC, slows the vehicle down after an accident so as to reduce the remaining energy and thus avoid typical secondary accidents. Additional technologies such as the progressive steering system, a driver profile selection with five programs and the new information and entertainment system with a display that reacts to hand movements via a proximity sensor round off the specification package.”

• …and leadership in IC/electronics related IP is important to corporate strategy

• “Toyota carefully analyzes patents and the need for patents in each area of research to formulate more effective R&D strategies. We identify R&D projects in which Toyota should acquire patents, and file relevant applications as necessary to help build a strong global patent portfolio. In addition, we want to contribute to sustainable mobility by promoting the spread of technologies with environmental and safety benefits. This is why we take an open stance to patent licensing, and grant licenses when appropriate terms are met. A good example of this policy is the licensing to other companies of patents in the area of hybrid technology, which is one of our core technologies involving environmental energy.”

• 2012 Toyota Annual Report

• “In the 70’s, metal was the single highest value component in vehicle. In the 80’s and into the 90’s, it was computer HW. Early in this decade, the cost of software became the highest value component of the vehicle”

• Ford, as quoted in IT in Canada

Source: Ernst & Young, cited in Frankfurter Allgemeine Zeitung, and cited in the Automotive industry – StatistaDossier 2012

Page 23: Automotive Semiconductory and Market Analysis

Leading automotive suppliers: share, and impact of ICs/electronics

0 5 10 15 20 25 30 35

Faurecia

Goodyear

Johnson Controls

Michelin

Magna

Aisin Seiki

Bridgestone

Denso

Continental

Bosch

2011 revenue, in billions €• The world’s top 10 automotive suppliers combined for

just less than 50% of the global automotive supplier market in 2011 – and

• Leadership in electronics features heavily in their marketing positioning:

• “The automotive industry is in a period of transition, and Bosch is a driving force behind change. We are able to reduce the fuel consumption of diesel and gasoline cars by at least another 30 percent, and we are well prepared for the gradual transition to electromobility. At the same time, we are getting ever closer to the goal of accident-free driving.”

• “DENSO seeks to create innovative products that win the approval of our clients, while meeting the needs of end users and our entire automotive society. In our quest for technological progress, we are striving to realize a world of mobility, free from environmental concerns and traffic hazards, where convenient vehicles supply ideal driving comfort. To achieve these advances, we promote technology development that focuses on the environment, safety, comfort, and convenience.”

• “Faurecia develops and produces entire exhaust systems, from the manifold to the tail pipe. The group is the joint brains behind the Diesel Particulate Filter with PSA, contributing to the development of "clean" cars by treating pollutants (e.g. nitrogen oxides) and recovering energy.”

Source: Ernst & Young, cited in Frankfurter Allgemeine Zeitung, and cited in the Automotive industry – StatistaDossier 2012

Focused on parts including electronics Focused on tires

http://www.faurecia.com/expertise-innovation/automotive-equipment/Pages/emission-control-technologies.aspx

http://www.bosch-automotivetechnology.com/en/com/home/homepage_com.htmlhttp://www.globaldenso.com/en/technology/index.html

Page 24: Automotive Semiconductory and Market Analysis

The growing importance of aftermarket automotive suppliers• Even with a forecasted drop to

30% of all automotive value in 2010, these figures show that the contribution of (aftermarket) automotive suppliers increased by 30%-60% over the past decade

• These firms play a critical role in connecting ICs with OEMs, and ultimately, with customers – and they are potentially innovators in this area themselves

0%

5%

10%

15%

20%

25%

30%

35%

40%

0

50

100

150

200

250

300

in $

bill

ion

s U

.S.

United States automotive original equipment and aftermarket parts market from 2000 to 2010

Original equipment Aftermarket Aftermarket % of total

Source: DesRosiers and U.S. Dept of Commerce, cited in the Automotive industry – StatistaDossier 2012 * - forecast/estimate

Page 25: Automotive Semiconductory and Market Analysis

Leading automotive IC/electronics suppliers• The world’s top 10 automotive IC suppliers combined for

roughly 55% of the global market in 2010.

• Innovation in applying ICs to automotive requirements is the primary determinant of competitive success:

• “Infineon Technologies is a leading player and pioneer in automotive electronics. Our enduring success in this field is due to a clear strategic focus on automotive applications and standards, the understanding and insights that have emerged from over 40 years of dedicated experience and our ability to continually innovate this market with a broad portfolio of outstanding quality. Our sensors, microcontrollers and power semiconductors help automotive manufacturers achieve their increasingly challenging safety, affordability and efficiency targets. Above all, we are helping tocreate more sustainable mobility choices by lowering emissions and fuel consumption.”

• “Whatever design challenges you encounter, Freescale's broad portfolio of automotive microcontrollers, integrated circuits and sensors solutions, plus our growing enablement and technical support, help you get back on track. We enable you to create the next breakthrough automotive designs for powertrain, body, chassis and safety, infotainment and telematics, and in-vehicle networking applications.”

• “The car is evolving from a simple mode of transport to a personalized mobile information hub. NXP helps you drive this change by enabling all electronic communication to, from and within the vehicle – reliably, securely, and efficiently.”

Renesas11%

Infineon7.9%

STMicroelectronics7.7%

Freescale5.8%

Bosch5.5%

Texas Instruments

5.0%NXP4.9%Toshiba

3.2%Fujitsu2.2%

ON Semiconductor2.1%

Other44.7%

2010 market share

http://www.ecnmag.com/news/2011/03/automotive-semiconductor-market-grew-37-cent-2010

http://www.nxp.com/applications/automotive/

http://www.freescale.com/webapp/sps/site/homepage.jsp?code=IFATOATMTV

http://www.infineon.com/dgdl?folderId=db3a30431c48a312011c6695d55802cb&fileId=db3a30431c48a312011c6696b47402cc

Page 26: Automotive Semiconductory and Market Analysis

Case Study:Reverse Engineering Chevy Volt

BatteryThis example shows our engineering expertise to look at innovative

design, development and go-to-market aspects in the EV space.

Page 27: Automotive Semiconductory and Market Analysis

Chevy Volt Battery ModuleProject #45458

Page 28: Automotive Semiconductory and Market Analysis

Objective: Technical Analysis of Power Train of Chevy Volt

The battery pack is located under the car along the

tunnel between the passenger and drivers seats,

secured to the bottom of the car with numerous

threaded fasteners around its perimeter. The batteries

are secured to a large T-shaped metal stamping and

covered with a large compression molded cover. All of

the interface connections are conveniently at the front

of module. The one exception is the service

disconnect plug which extend up through the floor into

the passenger compartment for easy access.

Page 29: Automotive Semiconductory and Market Analysis

Chevy Volt Battery Pack

The Chevy Volt’s battery pack system component

locations:

1) Battery Interface Module 30 cell

2) Battery Interface Module 24 cell (2ea)

3) Battery Interface Module 18 cell

4) Battery Energy Control Module (ECM)

5) Battery Management Module

Front

Rear

1

2

23

4

5

Page 30: Automotive Semiconductory and Market Analysis

Battery Pack Design

The battery pack is split into four major sections (red

box). The rear section consists of two modules with 72

cells on the right and 54 cells on the left which are

connected with a short buss bar. The front module

contains 90 cells, the middle module 72 cells. Each

section of the battery has a single electronic module

(green box) to monitor temperatures and voltages.

At the very front of the pack (blue box) are the high

current relays and vehicle cable, wiring and coolant line

interfaces.

Page 31: Automotive Semiconductory and Market Analysis

Battery Pack

Voltage Reading 18 voltage Sensors 3 temp sensors

4 1

8 2

12 3

16 4

20 5

24 6

28 7

32 8

36 9

40 10

44 11

48 12

52 13

56 14

60 15

64 16

68 17

72 18Connector 1

Connector 2

Approximate

Location #1

Approximate

Location #2

Approximate

Location #3

Battery Interface Module 4

18 cells Module 3B

The battery pack consists of 288 cells which are

grouped by connecting three cells in parallel to create

96 individual sub modules. These 96 sub modules are

distributed into the four main battery modules. The left

rear battery pack monitoring system is shown to the

right, the other three packs are designed similarly.

This section contained 18 sub modules (54 individual

cells) connected in series. The average cell voltage

was 4.0278 VDC. Three temperature sensors are used

and are assumed to be located between cells 4/5, 9/10

and 14/15.

Page 32: Automotive Semiconductory and Market Analysis

Battery Pack Current

-

Voltage Reading

18 voltage

Sensors 3 temp sensors

4 1

8 2

12 3

16 4

20 5

24 6

28 7

32 8

36 9

40 10

44 11

48 12

52 13

56 14

60 15

64 16

68 17

72 18

18 cells Module 3B

Battery Interface Module 4

Approximate

Location #1

Approximate

Location #2

Approximate

Location #3

+

-+Battery Positive Terminals

Battery Negative Terminals

Pos

Pos

Neg

Neg

Neg

Battery Individual Cell

Battery Individual Cell

Battery Individual Cell

Pos

Shown above is an example of one of the battery packs consisting of three

cells in parallel. Each of these packs are then connected in series to make up

the battery modules. To the right is the 18 cell module (left rear). The red and

blue lines represent the three cell packs being connected in series along the

length of the module. As with any series circuit design, an open in any portion

of the circuit results in the entire module being inoperative.

Positive

Negative

Cooling Channel

Battery Individual Cell

Cell Pack 1 Cell Pack 2 Cell Pack 3 Cell Pack 4

Negative

Battery Individual Cell

Positive

Negative

Battery Individual Cell

Cooling Channel

Cooling Channel

Positive

Negative

Battery Individual Cell

Positive

3 Parallel Cells

Pack 1 2 3 4

Page 33: Automotive Semiconductory and Market Analysis

Battery Pack Layout

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41

82

123

164

205

246

287

328

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4010

4411

4812

5213

5614

6015

6416

6817

7218

7619

8020

8421

8822

9223

9624

100

25

104

26

108

27

112

28

116

29

120

30

Connector 1 Connector 2 Connector 3

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#1

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7218

7619

8020

8421

8822

9223

9624

Connector 1 Connector 2

Appr

oxim

ate

Loca

tion

#1

Appr

oxim

ate

Loca

tion

#2

Appr

oxim

ate

Loca

tion

#3

Appr

oxim

ate

Loca

tion

#4

Batte

ry In

terfa

ce M

odul

e 2

24 ce

lls M

odul

e 2

Mid

dle

Pack

Voltage Reading 24 voltage Sensors 4 temp sensors

4 1

8 2

12 3

16 4

20 5

24 6

28 7

32 8

36 9

40 10

44 11

48 12

52 13

56 14

60 15

64 16

68 17

72 18

76 19

80 20

84 21

88 22

92 23

96 24

Approximate

Location #4

Approximate

Location #3

Approximate

Location #2

Approximate

Location #1

Connector 1Connector 2

Battery Interface Module 3

24 cells Module 3A

Voltage Reading 18 voltage Sensors 3 temp sensors

4 1

8 2

12 3

16 4

20 5

24 6

28 7

32 8

36 9

40 10

44 11

48 12

52 13

56 14

60 15

64 16

68 17

72 18

Connector 1Connector 2

Approximate

Location #1

Approximate

Location #2

Approximate

Location #3

Battery Interface Module 4

18 cells Module 3B

Rear

Pac

k

The battery pack layout for monitoring is depicted in the picture. Every cell pack is

connected to a voltage sensing circuit (red fill) while the temperature sensors are

assumed to be evenly spaced throughout the cell pack (green fill).

Initial voltage readings taken after removal:

Front Cell:120.8 VDC

Middle Cell: 96.6 VDC

Right Rear Cell: 96.7 VDC

Left Rear Cell: 72.5 VDC

Total Battery Pack Voltage: 386.6 VDC

Front Pack Middle Pack

Rear Packs

Page 34: Automotive Semiconductory and Market Analysis

Battery Pack CurrentThe four main battery modules are connected in series. The front

module provides the positive connection to the vehicle cables and

the left rear module provides the negative connection. Current flow

can be in either direction depending on vehicle mode (Electric

Drive – Charging).

A current sensor monitors the buss bar connection between the front and middle

modules. The service disconnect plug splits the series connection between the

middle and rear modules.

-

+

Volta

ge R

eadi

ng

30 V

olta

ge

Sens

ors

5 te

mp

sens

ors

41

82

123

164

205

246

287

328

369

4010

4411

4812

5213

5614

6015

6416

6817

7218

7619

8020

8421

8822

9223

9624

100

25

104

26

108

27

112

28

116

29

120

30

Fron

t Pac

k30

cells

Mod

ule

1

Batte

ry In

terfa

ce M

odul

e 1

Appr

oxim

ate

Loca

tion

#1

Appr

oxim

ate

Loca

tion

#2

Appr

oxim

ate

Loca

tion

#3

Appr

oxim

ate

Loca

tion

#5

Appr

oxim

ate

Loca

tion

#4

Volta

ge R

eadi

ng

24 v

olta

ge

Sens

ors

4 te

mp

sens

ors

41

82

123

164

205

246

287

328

369

4010

4411

4812

5213

5614

6015

6416

6817

7218

7619

8020

8421

8822

9223

9624

Mid

dle

Pack

24 ce

lls M

odul

e 2

Batte

ry In

terfa

ce M

odul

e 2

Appr

oxim

ate

Loca

tion

#1

Appr

oxim

ate

Loca

tion

#2

Appr

oxim

ate

Loca

tion

#3

Appr

oxim

ate

Loca

tion

#4

Rear

Pac

k

Voltage Reading

24 voltage

Sensors 4 temp sensors

4 1

8 2

12 3

16 4

20 5

24 6

28 7

32 8

36 9

40 10

44 11

48 12

52 13

56 14

60 15

64 16

68 17

72 18

76 19

80 20

84 21

88 22

92 23

96 24

24 cells Module 3A

Battery Interface Module 3

Approximate

Location #1

Approximate

Location #2

Approximate

Location #3

Approximate

Location #4

Voltage Reading

18 voltage

Sensors 3 temp sensors

4 1

8 2

12 3

16 4

20 5

24 6

28 7

32 8

36 9

40 10

44 11

48 12

52 13

56 14

60 15

64 16

68 17

72 18

18 cells Module 3B

Battery Interface Module 4

Approximate

Location #1

Approximate

Location #2

Approximate

Location #3

- + ++

+

-

-

- -

+ Battery Positive Terminals

Battery Negative Terminals

Buss Bars

Positive Buss Bar

Negative Buss Bar

Current Sensor

Service Disconnect Plug

Page 35: Automotive Semiconductory and Market Analysis

Battery Pack Cooling

InCe

ll5

tem

p se

nsor

sOu

t

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30

Appr

oxim

ate

Loca

tion

#5

Fron

t Pac

k

Appr

oxim

ate

Loca

tion

#3

Appr

oxim

ate

Loca

tion

#4

Appr

oxim

ate

Loca

tion

#2

Appr

oxim

ate

Loca

tion

#1

InCe

ll4 t

emp

sens

ors

Out

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24

Mid

dle

Pack

Appr

oxim

ate

Loca

tion

#3

Appr

oxim

ate

Loca

tion

#4

Appr

oxim

ate

Loca

tion

#1

Appr

oxim

ate

Loca

tion

#2

Out Cell 4 temp sensors In

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

Approximate

Location #4

Right Rear Pack

Approximate

Location #3

Approximate

Location #1

Approximate

Location #2

Out Cell 3 temp sensors In

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

Left Rear Pack

Approximate

Location #3

Approximate

Location #2

Approximate

Location #1

The battery uses coolant for heating and cooling of the battery modules. During cold weather

operations, a coolant heater would be activated to warm the cells. Once a specific

temperature is reached, the coolant system would then switch to a cooling cycle to maintain

a constant temperature within a specified range. Coolant is routed down one side of each of

the modules and then channels through separator plates between the battery cells. It exits

on the opposite side and flows back out the front of the battery pack.

Example of coolant (Green) flowing

between the battery packs (from

one side to the other)

Coolant Flow In

Coolant Flow Out

Page 36: Automotive Semiconductory and Market Analysis

Battery Interface Module

Three unique modules were found on top of each battery section. The middle section and one of

the rear sections share a common board (Blue PCB). These control modules monitor the

temperature and voltages of their respective battery modules. The orange connectors are the

interfaces to the battery sensors while the black connectors provide connections for

communications, five volt, ground reference and high voltage fault signal lines. The control modules

are contained in simple injection molded housings with the PCB attached with four threaded

fasteners. The control modules then attach to the battery with a snap fit.

Page 37: Automotive Semiconductory and Market Analysis

Battery Interface Module Electronics

• Sense voltage, current, and temperature.

Page 38: Automotive Semiconductory and Market Analysis

LG Chem Battery Management ASSP• Manufactured by ST Microelectronics in proprietary BCD technology.

• Up to 10 Li-ion cells/IC

Page 39: Automotive Semiconductory and Market Analysis

LG Chem L9763 Block Diagram• Cell voltage monitoring with sample and hold.

• Charge pump to drive Power-MOS.

• Cell balancing using passive discharge.

Source: ST Microelectronics

Page 40: Automotive Semiconductory and Market Analysis

L9763 Close Up

DIFFERENTIAL INPUTS

SAMPLE AND HOLD

CELL BALANCING

ST die mark

Page 41: Automotive Semiconductory and Market Analysis

Battery ECM

The battery pack front module contains a circuit board which is

used to control the high current relays, coolant heater and the

coolant pump for battery temperature control. The module also

contains a current sensor on the DC output circuits. The

module is contained in an aluminum die casting with numerous

injection molded brackets for component attachment. It is

sealed around the outer perimeter to the cover and at the

bottom to the large stamped steel battery support member.

Control

Module

Relays Current Sensors

Coolant Temp Sensors

Page 42: Automotive Semiconductory and Market Analysis

Battery ECM Electronics

Page 43: Automotive Semiconductory and Market Analysis

Battery Management

All of the battery pack modules are linked to a single control

module located under the passenger seat. This is referred to

as the “battery management module.” Based on GM service

information, this module stores all diagnostic information.

The module design is more in line with a module found in

the engine compartment, as opposed to an interior module.

It is completely sealed with the cover having to be pried off

for access to the PCB. The entire PCB is sealed using a

thick conformal coating layer.

Page 44: Automotive Semiconductory and Market Analysis

Case Study:Systems and Software

Linking the IC design and implementation with Systems and Software Analysis.

Page 45: Automotive Semiconductory and Market Analysis

Inside the Car

Source: GM

Page 46: Automotive Semiconductory and Market Analysis

Inside the Car

Source: GM

Pedestrian Warning

7” LCD Touchscreen

Power

“Leaf”

mode

Touch Sensitive

Controls

Page 47: Automotive Semiconductory and Market Analysis

Instrument Cluster Display

Source: GM

Page 48: Automotive Semiconductory and Market Analysis

Instrument Cluster:Tire Pressure

Source: GM

Page 49: Automotive Semiconductory and Market Analysis

Efficiency Gauge

Source: GM

Keep the ball centered

Braking too hard

Page 50: Automotive Semiconductory and Market Analysis

Infotainment System Analysis

The infotainment section covers the center

stack and the instrument cluster along with

the body control module and the

communications interface module. The body

control module is located under the instrument

panel (IP) on the drivers side, while the

communication interface module is on the

passenger side (also under the IP).

Page 51: Automotive Semiconductory and Market Analysis

Instrument ClusterThe instrument cluster is located directly behind the steering

wheel. It provides the vehicle operator with typical feedbacks

including vehicle speed, fuel level, battery level,

temperatures, seat belt connection, compass heading, gear

selection, trip meter, brake, airbag and engine indicators. It

has a 32 pin connector with only 11 pins being used. Circuit

connections include: 12 VDC, Low Reference, Ground,

Run/Crank Signal, Driver Information Center Switch, Low

Washer Fluid, Check Engine Signal and Low Speed GMLAN

Data.

Page 52: Automotive Semiconductory and Market Analysis

Instrument Cluster PCB

SPANSION

GL512N11FFA02

MIRRORBIT FLASH

FREESCALE

SPC5121YVY400B

DISPLAY CONTROLLER

Manufacturer Not Identified

F3377AM21A1

Page 53: Automotive Semiconductory and Market Analysis

Center Stack

The center stack provides the customer

convenience displays and custom controls for

hybrid monitoring. A touch screen display along

with physical hard buttons are used for operator

interface. The display and all control buttons/knobs

are part of one single module that snaps into the

center of the IP and is retained with two threaded

fasteners at the bottom (hidden behind trim).

Page 54: Automotive Semiconductory and Market Analysis

Center Stack

The center stack has three electrical connections, one

to the hard buttons/knobs and two to the touch screen

display. It is installed as an assembly to the vehicle

using snap fits and two threaded fasteners at the

bottom. It is primarily a plastic molded design with the

exception of the display which is in a stamped metal

housing.

Page 55: Automotive Semiconductory and Market Analysis

Centre Stack Video PCB

• Consider putting detailed info right after module overview for each?

SONY

CXB1458R

GVIF RECEIVER

RENESAS

R5F3650MDFB

32/16 BIT MICROPROCESSOR

Page 56: Automotive Semiconductory and Market Analysis

Centre Stack Radio PCB

Blue LEDs

Mechanical Switch

Page 57: Automotive Semiconductory and Market Analysis

Centre Stack Radio PCB

CYPRESS

CY8C21534-24PVXA

PROGRAMMABLE SOC

D78FD535A

8-BIT MICROCONTROLLER (?)

CYPRESS

CY8C21534-24PVXA

PROGRAMMABLE SOC

Page 58: Automotive Semiconductory and Market Analysis

Communications ModuleThe telematics communication interface module has two connections, a 16 pin connector and a 12

pin. The 16 pin connector provides high and low speed (GMLAN) serial data communication links,

key pad signals and 12 volt power and ground. The 12 pin is used for hands free cell phone use

(cell phone voice signals, voice recognition signals and micro phone signals), three low reference

(clean ground) connections, two drain wire connections and a second high speed GMLAN signal

line.

Page 59: Automotive Semiconductory and Market Analysis

Communications Module PCB

FREESCALE

SC103335VR400B

SDRAM/DDR Memory Controller

SPANSION

S29GL512P10TE

512 Mb MirrorBit Flash ZENTEL

A3S56D40ETP-GS1

256Mb SDRAM

Bluetooth Antenna

LG

LBMA-2C66B7

Bluetooth Transceiver