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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
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
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%
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
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
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.
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
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.
Advanced Semi, Advanced QualityAdvanced Semi, Advanced Quality ASMC CONFIDENTIALASMC CONFIDENTIALPage 9
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
Advanced Semi, Advanced QualityAdvanced Semi, Advanced Quality ASMC CONFIDENTIALASMC CONFIDENTIALPage 10
Importance of China Auto-IC Development
InnovationsInnovations
Stable supplyStable supply
Competitive priceCompetitive price
High qualityHigh quality
Advanced Semi, Advanced QualityAdvanced Semi, Advanced Quality ASMC CONFIDENTIALASMC CONFIDENTIALPage 11
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.
Advanced Semi, Advanced QualityAdvanced Semi, Advanced Quality ASMC CONFIDENTIALASMC CONFIDENTIALPage 12
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!
Advanced Semi, Advanced QualityAdvanced Semi, Advanced Quality ASMC CONFIDENTIALASMC CONFIDENTIALPage 13
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.
Advanced Semi, Advanced QualityAdvanced Semi, Advanced Quality ASMC CONFIDENTIALASMC CONFIDENTIALPage 14
Dominances of ASMC
AutoElectronics IGBTMEMS
Advanced Semi, Advanced QualityAdvanced Semi, Advanced Quality ASMC CONFIDENTIALASMC CONFIDENTIALPage 15
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 )
Advanced Semi, Advanced QualityAdvanced Semi, Advanced Quality ASMC CONFIDENTIALASMC CONFIDENTIALPage 16
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
Advanced Semi, Advanced QualityAdvanced Semi, Advanced Quality ASMC CONFIDENTIALASMC CONFIDENTIALPage 17
VDA6.3 Automotive Industry Quality: zero defect
Advanced Semi, Advanced QualityAdvanced Semi, Advanced Quality ASMC CONFIDENTIALASMC CONFIDENTIALPage 18
“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
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
2012年5月3日12时36分 20 ASMC CONFIDENTIALASMC CONFIDENTIAL
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