STMicroelectronics’ Strategyin Developing Markets
Alain ASTIERSTMicroelectronics
Front-End Manufacturing & Technology R&DGroup Vice President Strategic Planning & Programs
SEMI Vietnam Semiconductor Strategy SummitHo Chi Minh City, September 10, 2013
STMicroelectronics’ Strategy in Developing Markets
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ST Technology & Manufacturing Leadership
ST Partnership Culture
ST Adding Value to Vietnam
ST in Asia
ST Business at a glance
Conclusion
STMicroelectronics’ Strategy in Developing Markets
3
ST Technology & Manufacturing Leadership
ST Partnership Culture
ST Adding Value to Vietnam
ST in Asia
ST Business at a glance
Conclusion
• A global semiconductor leader, ranked 8 th 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
Who we are
(1) Including ST-Ericsson, a 50:50 joint venture with Ericsson
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Where you find us
Our automotive products are making driving safer, greener and more entertaining
Our smart power products are making more of our energy resources
Our MEMS & Sensors are augmenting the consumer experience
Our Microcontrollers are everywheremaking everything smarter and more secure
Our digital consumer products are powering the augmented digital lifestyle
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Sense & Power and Automotive
Products
Embedded Processing Solutions
Source : WSTS
Our Strategy: Leadership in…
2013 – ST SAM $140B
$67B$73B
CAGR ‘12-’15: +4.4%CAGR ‘12-’15: +4.8%
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Intensified focus on five Growth Drivers
Smart Power
Automotive
Application Processors andDigital Consumer
Microcontrollers
MEMS and Sensors
Targeting areas where ST leads or will lead
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Sense & Power and Automotive Products
Automotive Car Infotainment
Smart Power
Power Microcontrollers
PowerDiscrete
Power MOSFET, IGBT & Modules
Rectifiers, Protection, ASD & IPAD
Analog, MEMS and Sensors
MEMS and Sensors
Advanced Analog
Power Management & Standard IC
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Embedded Processing Solutions
Digital
Application Processors
Digital Consumer Products
Imaging ICs and Modules
Digital ASICs
Microcontrollers General Purpose MCUs
Secure MCUs
EEPROM
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9%
17%
5%
9%
23%
20%
16%
2Q13 Revenues by Product Groups
Automotive(APG)
Microcontrollers, Memory & Security (MMS)
Wireless(WPS)
Analog, MEMS& Sensors
(AMS)
DigitalConvergenceGroup (DCG)
Imaging, BiCMOSASIC & Silicon Photonics (IBP)
Industrial & Power Discrete
(IPD)
Sen
se &
Pow
er a
nd A
utom
otiv
e P
rodu
cts
(SP
A)
Em
bedd
ed P
roce
ssin
g S
olut
ions
(E
PS
)
SPA
EPS
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STMicroelectronics’ Strategy in Developing Markets
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ST Technology & Manufacturing Leadership
ST Partnership Culture
ST Adding Value to Vietnam
ST in Asia
ST Business at a glance
Conclusion
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
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Advanced CMOS
Analog Mixed Signal/RF
eNVM
BCD Power & Discrete
MEMS
Technology is a Competitive Advantage
• ST is unique in the Semiconductor Industry in mastering technologies as diverse as…
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• ST is one of the WW Semiconductor Companies with the broadest Technology Portfolio
FD-SOI
CMOS Image Sensor
BiCMOS
ST is mastering MM and MtM Technologies 14
« More than Moore »: Diversification
«M
oore
’sLa
w»:
Min
iatu
rizat
ion Analog / RF Passives HV Power
Sensors, Actuators
Biochips
130nm
90nm
65nm
45nm
32nm
22nm
Bas
elin
e C
MO
S: C
PU
, Mem
ory,
Log
ic
SoC
SiP
VLSI PLATFORM
CMOS Logic 20nm/20FD-SOI
28nm
40nm
14nm
20nm
28nm
CMOS Analog Mixed Signal/RF
CMOS Logic with Embedded Non Volatile Memory
40nm/28/28FD-SOI
55nm/40nm
80nm/55nm
BIPOLAR CMOS DMOS 90nm
25µm/ AR 1.3
0.35µmUltra thin waferVery deep trenchMulti epiSilicon Carbide
65nm
40µm/ AR1.35
0.2µmTSVGallium Nitride
MEMS (THELMA)(epi-poly thickness/aspect ratio)
POWER & DISCRETE
160nm/110nm
22µm/ AR 1.25
0.4µmTrench gateThin waferLaser annealingThick Metal
ST: a World-Class Leader in Wafer Technologies
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‘’More than Moore’’ Technologies
‘Moore’s Law’’ Technologies
Prototyping start 2013/14 2015/162011/12
ST : an Active Member of a World-Class CMOS Technology Alliance 16
PATHFINDING Research• 7nm FinFET
10nm PLATFORM• 10nm FinFet
*
* UMC is not part of PATHFINDING Research
ST: a World-Class Leader in Packaging Technologies
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Sense
MEMS & microphones (LGAs)
Optical modules and Imagers towards BSI
Digital with advanced CMOS
Integration and miniaturization based on BGAs.
Towards Flip Chip & Wafer Level Package
Power & BCD
High dissipation, miniaturized packages (PSSO, QFNs)
Applicative Advanced
A solid Manufacturing Machine 18
Front-End
Back-End
Morocco
France(Crolles, Rousset, Tours)
Italy(Agrate, Catania)
Malaysia
Singapore
Philippines
China(Shenzhen / Longgang)
Malta
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
12 Manufacturing Sites
ST : an incomparable Manufacturing Experience
for its own Manufacturing Machine and with Partners :
- Green Field Projects
- Developing/Emerging Countries Projects
- Technology Transfer & Licensing Projects
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Over the last 50 years , ST has compiled an impressive record of Industrial Projects around the world
ST : an incomparable Manufacturing Experience
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Green Field 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)
Proven and recognized successful experiences in Greenfield Wafer Fab projects
ST : an incomparable Manufacturing Experience
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Developing / Emerging-Country Projects
• Singapore (ST Wafer Fab TechnoPark)• Malaysia (ST Back-End )• China (ST+Partner ‘ Back-End; Partner’ Wafer Fab)• Russia (Partner’ Wafer Fab)• Morocco (ST Design Center & Back-End)• Tunisia (ST Design Center) • India (ST Design Center) • Malta (ST Back-End)
30 years of experience in setting up Operations and/or partnering with Companies in Developing / Emerging Countries
ST : an incomparable Manufacturing Experience
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Technology Transfer & Licensing
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,…)
Proven experience with Technology / Product transfers since ST was born
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
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Site development Civil works
Clean Room installation Equipment move-in Clean Room construction
…from Greenfield to Equipped Manufacturing Plant
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Fab building construction
STMicroelectronics’ Strategy in Developing Markets
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ST Technology & Manufacturing Leadership
ST Partnership Culture
ST Adding Value to Vietnam
ST in Asia
ST Business at a glance
Conclusion
A long History of Partnerships
• ST born from the merger of two Companies from two European Countries
• 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
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So Partnership is within our DNA since Day 1!
A reputation as a solid 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
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ST has earned a solid reputation as a committed and “easy-to-work” Partner
Solid experience in Developing Countries
• 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
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STMicroelectronics’ Strategy in Developing Markets
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ST Technology & Manufacturing Leadership
ST Partnership Culture
ST Adding Value to Vietnam
ST in Asia
ST Business at a glance
Conclusion
NEWZEALAND
AUSTRALIA
PHILIPPINES
MALAYSIA
SINGAPORE
INDONESIA
HONG KONG
TAIWAN
CHINA
THAILAND VIETNAM
INDIA
~19,450 employees
1 Wafer Fab /EWS Technopark
4 Assembly & Test plants
25 Sales Offices
1 Asia Logistic Hub
All product groups
All central functions
3 R&D / IC Design Centers
� 1,450 engineers
� Shanghai/Shenzhen
� Singapore, Delhi
Assembly & Test
EWS Center
Wafer Fab Wafer Fab
BHQ
Logistics Hub
Assembly & Test
HQ S&M
Assembly & Test Assembly & TestR&D Center
30ST in Greater China and South Asia
WaferProduction
EWS Capacity
Assembly & Test Production
Sales(by location of order shipment)
Manufacturing
Greater China& South Asia
73%
OtherRegions
27%
Greater China& South Asia
81%
OtherRegions
19%
Greater China& South Asia
40%Other
Regions
60%
Major Operational Contributions (2012)
Greater China & South AsiaOther
Regions
Greater China & South Asia
Other Regions
Greater China & South Asia
Other RegionsGreater
China & South Asia
Other Regions
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NEWZEALAND
AUSTRALIA
PHILIPPINES
MALAYSIA
SINGAPORE
INDONESIA
HONG KONG
TAIWAN
CHINA
THAILAND VIETNAM
INDIA
Sales & Marketing Operations
SingaporeFocus : Computer Peripherals
IndustrialMedical
PhilippinesFocus : Industrial
Automotive
TaiwanFocus : Computer
Telecom WirelessDigital consumerIndustrialEMSDistributionMedical
MalaysiaFocus : Computer Peripherals
AutomotiveEMS
IndonesiaFocus : Industrial
IndiaFocus : Telecom Wireless
Digital ConsumerIndustrialAutomotiveDistributionAerospaceMedical
Australia & New ZealandFocus : Automotive
Industrial
Hong KongFocus : Distribution
Industrial
ThailandFocus : Computer Peripherals
IndustrialEMS
VietnamFocus : EMS
Industrial
ChinaFocus : Automotive
Digital ConsumerComputerTelecom WirelessIndustrialEMSDistributionAerospaceMedical
ST in Vietnam
• Office established in Hanoi since 2007, staff currently increasing
• More than 20 Customers, mainly at Hanoi and HCMC regions
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STMicroelectronics’ Strategy in Developing Markets
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ST Technology & Manufacturing Leadership
ST Partnership Culture
ST Adding Value to Vietnam
ST in Asia
ST Business at a glance
Conclusion
University of TechnologyHoChiMinh CityMarch 23, 2011
ST banner at Conference B4 building
ST as Partner of VietnamClose Relationships with Universities 35
ST MCU Banner University of Technology
ST as Partner of VietnamTechnical Seminar for Local Developers 36
Seminar on MCU & MEMS – HCMC 2013
ST Marketing Initiatives in Vietnam 37
• Increased proximity with Local and International Customers
• Proposing ST innovative productsand solutions to support the Country’sKey Initiatives: Set Top Box, e-Passport, or e-ID.
• Nurturing a sizable base of Local Developers in Hanoi and HCMC throughtrainings, partnerships and seminars
ST, Partner of choice for contributingto a sustainable Vietnam SemiconductorEcosystem
Technology & IP’s
Partner
IT Partner Infrastructure Partner
A strong partnership capable of delivering the Best of Breed Solution and Services which fits VIETNAM objective s
ST partnering for a Vietnam Semiconductor Ecosystem…
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COURTESY OF IGSS
A World leading US$8.5B company providing semiconductor solutions in Sense and Power, Automotive, and Embedded Processing Solutions
A US$8B leading Conglomerate subsidiary of Gold Star (GS) Group, specialize in technical services for all types of construction projects
A Dynamic & Fast growing IT Services Organization providing industry specific application services to global enterprises
…where ST would be a solid Stakeholder
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.
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STMicroelectronics’ Strategy in Developing Markets
40
ST Technology & Manufacturing Leadership
ST Partnership Culture
ST Adding Value to Vietnam
ST in Asia
ST Business at a glance
Conclusion
ST’ Experience as Added Valueto Vietnam semiconductor projects
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!
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ST’ Leadership as Added Valueto Vietnam semiconductor projects
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 Back-End 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.
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THANK YOU
Alain ASTIERSTMicroelectronics
Front-End Manufacturing & Technology R&DGroup Vice President Strategic Planning & Programs
SEMI Vietnam Semiconductor Strategy SummitHo Chi Minh City, September 10, 2013
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