Philippe Lambinet Executive Vice President Corporate Strategy Officer General Manager of Digital Sector

The Next Step in Multimedia Convergence: Tomorrow Today

Computex Taipei Innovation Forum 5 June 2012

1987 One Device = One Function

2

2012 Connecting users to content and services

3

More Devices per User 4

Source: Nextworth, Cisco

In 2020, there will be 50B connected devices. That’s 6.58 devices per habitant on Earth.

0

500

1,000

1,500

2,000

2,500

3,000

2010 2016

Mobile PCs

E-book Readers

Handheld Video Game Players

Video Game Consoles

Digital Picture Frames

Digital Still Cameras

Camcorders

Portable navigation

Residential Gateways

Tablets

Smart Phones

Car Infotainment

Smart TVs

Digital Set Top Boxes

Growing opportunities across all segments Mu

5

Convergence of Functionalities

Camcorder

Camera

GPS

Web browsing

Content sharing Email

MP3 player SMS

Social Networks

Picture stabilization

Battery life Parental control

Home sharing

Content personalization

Data security

Gaming Apps stores

6

Technology Adoption Rates Acceleration

Source: Charlie Catlett, Argonne Nat'l Laboratory

7

From Consumers to Producers 8

Producers Consumers

Before

Now

Key Attributes 9

Key Requirements

Smart World Security

Interface Performance

Power

10

Interface 11

Intuitive Interfaces

Accelerometer

Gyroscope

Compass

Camera

Touchscreen

Security 12

Trust & Data Security

Drivers

Pervasive deployment of “Personal Security” devices •  Highly secure MCU platforms •  Advanced contactless interfaces •  Semi-custom and custom product support

Strong growth in “Embedded Security” applications •  NFC controllers & related Secure Elements in

Smartphones •  Authentication & Brand Protection •  Trusted Platform Modules •  Machine-to-Machine interfaces •  Internet delivery of multimedia content (OTT)

Power 13

Energy Management & Saving

Drivers

•  Growing energy demand

•  Energy efficiency and costs

•  Environmental technology and sustainability

Smart Systems and Application Efficiency

•  Generation: Renewable Energies

•  Distribution: Smart Grids

•  Consumption: Power Supply, Lighting, Motor Control,

Hybrid/Electric Vehicles

Performance 14

Processing

Graphic

Video Audio

What does it mean for semiconductor companies?

15

Multimedia Convergence: The Ideal Technology 16

Performance

Power leakage

Area scaling Cost of

ownership

Design simplicity

Unified Processing Platform 17

5/29/12 Presentation Title

DCTS

29

ARM Holdings plcQ4 2011 Results

with Different Requirements and IPs 18

Tablets

Smartphones

TV

Set-top boxes

Car Infotainment

•  CPU and graphics

•  Power consumption

•  Video

•  Security

•  Reliability

ST uniquely positioned to address the multimedia convergence challenges

19

Technology 20

14nm Bulk-Trigate

28nm LP High-K/Metal

gate

20nm LPM Strained-Silicon

28nm Boost FDSOI/UTBOX

+30%

+20%

Planar Technology – 2D 3D Technology

•  High Logic/Memory Integration •  More complexity added to the process •  Available for Design: Q4 2012 •  Enable New High Performance Product

2012 2013 2014 2015 2016

20nm Boost FDSOI/UTBOX

•  Available for Design: Now! •  Superior Power Performance •  Faster Design •  Enable Product Cost / Power Reduction

Modules 21

3-Axis Digital Gyroscope

6-Axis Geomagnetic Module

32-bit Microcontroller

3-Axis Accelerometer

3-Axis Gyroscope

32-bit Microcontroller

System-on-Board System-in-Package

3-Axis Magnetometer

•  Image Sensor •  Sensor •  Co processor

22 Set-Top Box and TV

DCTS

All these and much more, already implemented & certified

Next Step in Multimedia Convergence

•  We will offer a unified processing platform to serve all markets

•  We will leverage our broad system knowledge and customer relationships

Unified Processing

Platform

Specific IPs by

Market HW/SW

Source: IHS iSuppli

0

500

1,000

1,500

2,000

2,500

3,000

2010 2016

Mobile PCs

E-book Readers

Handheld Video Game Players

Video Game Consoles

Digital Picture Frames

Digital Still Cameras

Camcorders

Portable navigation

Residential Gateways

Tablets

Smart Phones

Car Infotainment

Smart TVs

Digital Set Top Boxes

ST

Mu

23

ST Uniquely Positioned 24

Process

Key IPs Functions

Packages CMOS Logic

CMOS Analog Mixed Signal/RF

CMOS Embedded Non Volatile Memory

Bipolar CMOS / DMOS

MEMS

Power & Discrete

CPU cores

A/V decode Transport GPU Security DDR i/f

USB SATA

HDMI

PCIe

Video composition

& display

MCU Analog

Gyroscope

Accelerometer

Display User Interface

Position

Motion Audio

Video

Networking

Display Port

Multimedia Convergence 25

Convergence of Functionalities

Large scope of Competencies

Required

Multiple Requirements

For 25 years, we’ve been getting more

from technology

to get more

from life

26