Microcontrollers in MMS Group

Microcontrollers in MMS Group

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Description: Microcontrollers Highlights:- General Purpose Microcontrollers: Very fragmented multi-segments market - Tens of thousands customers WW. Well established and profitable business model. ST playing a leadership position in the migration to advanced 32-bit platforms.

With the STM32 family, ST is providing the broadest portfolio based on ARM Cortex-M CPU (> 300 P/N). Secure Microcontrollers: Growth no longer driven only by the traditional “Smartcard” business. Growth also driven by new applications/customers requiring more and more embedded security functionalities.

 
Author: Claude Dardanne, Francois Guibert (Fellow) | Visits: 378 | Page Views: 536
Domain:  High Tech Category: Semiconductors 
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Contents:
Microcontrollers
Claude Dardanne
Executive Vice President,
General Manager, Microcontrollers, Memory & Secure MCU Group
Francois Guibert
Executive Vice President,
President, Greater China and South Asia Region

2

Overview

Microcontrollers in MMS Group
Memories

Secure Microcontrollers

• Serial EEPROM
• RF memories
• #1 WW Supplier

• Personal and embedded
security
• Secure Hardware
platforms and turnkey
solutions

GP Microcontrollers
• General Purpose 8-bit
and 32-bit MCUs
• Automotive 8-bit
MCUs

Key Enablers
• State-of-the-art embedded NVM technology
• Advanced 8 & 32-bit CPU platforms
• System & Security expertise
• Market leadership in key products

Supporting our target markets

SmartGrid / Industrial

Healthcare

Appliances

Consumer

Security

3

WW TAM Microcontrollers* 2008-14
12,000

From ~$9B in 2008 to ~$10B in 2014
10,000
8,000
$M 6,000
4,000
2,000
0
2008
General Purpose MCUs

2011

2014

Secure MCUs

* WW TAM Microcontrollers excluding automotive, payphone memories & cards  Source WSTS February 2012

4

ST Microcontrollers Revenues 2007-11
1000

9%

900

8%

800

7%

700

6%

600

5%

500
US$M
400

4%
3%

300
200

2%

100

1%

0

0%
2007
GP MCUs

2008

2009

Secure MCUs

2010

2011

MCU share %

MCUs Total revenues = General Purpose MCUs + Secure MCUs
Market share for consolidated MCUs excluding automotive, payphone memories & cards  Source WSTS February 2012

5

GP Microcontrollers by Market Segment
2011 Revenues
Smartcard, Industrial
and Others

Automotive

Consumer

Computer

10%
2%

6%

19%

63%

Distribution

6

Secure Microcontrollers Market Segment
2011 Revenues
Smartcard

Automotive,
Industrial
and Others

1%
68%

Consumer

6%

25%
Computer

7

Microcontrollers Global Presence

20%

32%

37%

11%

32%

37%

20%

12%

Americas

EMEA

Greater China
& South Asia

% by location of order shipment (2011)
% by customer origin

2011 revenue by geography

Japan &
Korea

8

Microcontrollers Market Share
• GP + Secure MCUs consolidated
• TAM CAGR 07-11:

+1.8%

Market share 2007:

4.7%

• $M Revenue CAGR 07-11: +16.8%

Market share 2011:

8.1%

+1.8%

Market share 2007:

2.9%

• $M Revenue CAGR 07-11: +16.9%

Market share 2011:

5.0%

+1.5%

Market share 2007:

10.7%

• $M Revenue CAGR 07-11: +16.7%

Market share 2011:

18.8%

• General Purpose MCUs
• TAM CAGR 07-11:

• Secure MCUs
• TAM CAGR 07-11:

Source: WSTS, February 2012

9

2011 WW GP & Secure MCUs Revenues
2,500
2,000
US$M 1,500
1,000

ST
#7 in 2009
#5 in 2011

Secure
General Purpose

500
0

Source: IHS iSuppli , March 2012

10

Microcontrollers Highlights
• General Purpose Microcontrollers
• Very fragmented multi-segments market  Tens of thousands customers WW.
• Well established and profitable business model.

• ST playing a leadership position in the migration to advanced 32-bit platforms.
• With the STM32 family, ST is providing the broadest portfolio based on ARM
Cortex-M CPU (> 300 P/N).

• Secure Microcontrollers
• Growth no longer driven only by the traditional “Smartcard” business.
• Growth also driven by new applications/customers requiring more and more
embedded security functionalities for:






Near Field Communication
Trusted Platforms
Smart Grid
Healthcare
Brand Protection …

11

12

Growth Drivers and Market
Opportunities

From Societal Needs to Solutions
Societal trends
Energy
efficiency
& saving

Mobility
&
Ease of Life

Trust
&
Security

IP & System
Integrated Controllers
• Ultra low power
• A/D Converter…

Applications
Smart Grid &
Industrial

Network and System
• IP protocols
• Harvested sensor nodes
• Power management…

Appliances

RF Connectivity
• NFC, Contactless card
• ZigBee, RF4CE, IPV6
• Bluetooth, BTLE, WiFi…

Consumer
& Audio

User interface
• Touch sensing
• Smart Display…
Security
• Trusted processing & SW
• Tamper resistance
• Cryptography…

Healthcare

Security

Solutions
 Smart Metering
 Appliance Control
 Sensors Network

 Pay TV, Touch Control
 Brand protection
 M2M
 Home monitoring
 Therapy control
 Drug traceability
 Mobile payment
 ID, e-Passport
 Sport coaching

13

General Purpose MCUs Strategy Outlook

Market
focus

SmartGrid

Healthcare

Industrial

Consumer

Appliances

Priorities
Technology

Advanced
Analog

Ultra Low Power
& Wireless

SW & Turn-key
platforms

14

Secure MCUs Strategy Outlook

Banking

Market
focus

PayTV

Personal Security

Identity

Transport

USIM, SE

NFC, M2M

Embedded Security

Brand
Protection

TPM

Priorities
Technology

Advanced
security

Contactless
performance

SW & Turn-key
solutions

15

16

New Products

e-NVM Technology Portfolio
2009-10

e-Flash

e-EEPROM

2011-12

90nm

80nm

130nm

90nm

 Very high speed
 Ultra low power
 Advanced analog functions
 In-house manufacturing

2013-14

55nm

17

Product Families and Roadmaps

18

Ultra Low Power Continuum
GP
MCUs

STM32 L0

STM32 L1

STM32 L4

Secure
MCUs
Entry level

32-bit
Cortex - M3
STM32 F1, F2

32-bit
Cortex - M4
STM32 F3,F4

32-bit
Cortex - Mx
STM32 F5

Address
8 & 16-bit market
Low cost, low
power f ocus

Entry level

32-bit
Cortex - M0
STM32 F0

ST promote the
broadest portf olio
addressing a
very wide range
of applications

High computing
power including
digital signal
processing
capabilities

Leading edge
computing power
and digital signal
processing

32-bit
Cortex SC000
ST31

32-bit
Cortex SC300
ST33

Cost & power
optimized to
address the
Contactless
market

Address high
security market
requiring high
computing power

High performance

Based on ARM Cortex - M family

High
performance

GP Microcontrollers – Features Trend
Sense & Drive
Accurately

Synchronize
Precisely

Magnify
User Experience

Analog & Data
Conversion
ADC, DAC,
Comparators…

Timers
Counters

Peripherals

System

Hi-Resolution

Power Mgt, Reset,
Regulator, RTC,Osc

Digital Signal
Processing

User
Interface

Interact
Easily

LCD, TFT,
Switches, Touch

Wireless
Connectivity

CPU

ZigBee, BTLE, ANT,
RF4CE, WiFi, NFC…

Connect your
Digital Life

Wired
Connectivity

Enhanced
instruction set

Transfer
Data

I²C, SPI, USART,
CAN, USB…

Security & Crypto
Memory

Store
Increasingly

F/W Libraries

SRAM

EEPROM

FLASH

Up to 256KB

Up to 512KB

Up to 2MB

Powerful
Computing

…More integration to connect the world and
intuitively interface with people securely

19

Secure Microcontrollers - Features Trend
Protect
Secret

Protect against
Counterfeiting

Authenticate
Surely

Flexible Memory
Concept
Secure and
Customized
Software

Key & Secret
handling

Family
Concept

Black Box
Secure
personalization

ST23/31/32/33

Wired
Connectivity

Security
HW & SW
Countermeasures

Custom
Semi-custom

CPU

ISO 7816, USB,
I²C, SPI, SWP…

Cryptography

MIFARE

HW crypto engine
Crypto libraries

Classic & Plus,
DESFire

EEPROM
Up to 160KB

MEMORY

ST Secure OS +
Personalization
=

ST Turnkey Solution

Wireless
Connectivity
NFC, ISO 14443

Enhance
Application
Security
Connect your
Digital Life

Pay Mobile

Powerful
Computing

FLASH
Up to 1.2MB

Card / OS vendors

Integration
in Secure
Ecosystem

… More security to enable a trusted and connected digital world

20

21

Summary

Microcontrollers Summary


General Purpose Microcontrollers


Pursue market share gain capitalizing on 32-bit platform leadership.



Re-enforce STM32 family as the broadest WW portfolio based on ARM®
Cortex TM-M cores, covering current and future needs for 8 to 32-bit markets



Bring added values around ARM® CortexTM-M cores





Enlarge portfolio with innovative IPs matching segmentation focus:
Connectivity, Analog I/Os, specific FW libraries…
Capitalize on ST advanced e-NVM technologies enabling Ultra Low Power portfolio.

Secure Microcontrollers


Deploy security concept to new applications :


Brand Protection, M2M, Healthcare, Trusted Platform, Smart Grid, High end Telecom…



Introduce ST31 based on ARM ® highly secure core SC000



Enlarge the contactless product portfolio



Migration to ST advanced e-Flash technology embedding
very advanced security features

22