IFX Day 2003
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IFX Day 2003 Munich – September 22, 2003 Industrial and Horse Power Dr. Reinhard Ploss SVP & GM of Automotive & Industrial Group N e v e r s t o p t h i n k i n g . IFX Day 2003 - Munich Dr. Reinhard Ploss Page 1 Copyright © Infineon Technologies 2003. All rights reserved. Disclaimer Please note that while you are reviewing this information, this presentation was created as of the date listed, and reflected management views as of that date. This presentation contains certain forward-looking statements that are subject to known and unknown risks and uncertainties that could cause actual results to differ materially from those expressed or implied by such statements. Such risks and uncertainties include, but are not limited to the Risk Factors noted in the Company's Earnings Releases and the Company's filings with the Securities and Exchange Commission. IFX Day 2003 - Munich Dr. Reinhard Ploss Page 2 Copyright © Infineon Technologies 2003. All rights reserved. New York August 14, 2003 London August 28, 2003 IFX Day 2003 - Munich Dr. Reinhard Ploss Page 3 Copyright © Infineon Technologies 2003. All rights reserved. Power Semiconductors, Power Modules and Microcontrollers for the Entire Energy Supply Chain Power Distribution Key Products: Thyristors and diodes IGBT- and bipolar modules Energy Treatment Power Management 8 bit and 16 bit Key Products: (Supplies and Drives) microcontrollers Thyristors and diodes Key Products: ® 32 bit TriCore IGBT- and bipolar Discrete Power microcontrollers (incl. DSP) modules Power Control ICs 8 bit and 16 bit microcontrollers 32 bit TriCore® microcontrollers IFX Day 2003 - Munich Dr. Reinhard Ploss (incl. DSP) Page 4 Copyright © Infineon Technologies 2003. All rights reserved. ConvertingConverting && ControllingControlling PowerPower DefiningDefining AutomotiveAutomotive IntelligenceIntelligence AutomotiveAutomotive OutlookOutlook IFX Day 2003 - Munich Converting & Controlling Power Dr. Reinhard Ploss Page 5 Copyright © Infineon Technologies 2003. All rights reserved. Efficiency Losses without intelligent Power Management Several energy transformations from mains to loads StandbyStandby consumption:consumption: 44 nuclearnuclear powerpower plantsplants inin thethe USUS forfor efficiencyefficiency Battery Discharge: AC/DCAC/DC Battery Discharge: losseslosses onlyonly 20% losses ConversionConversion 20% losses DC/DCDC/DC Conversion,Conversion, inin powerpower e.g.e.g. onon PCPC motherboard:motherboard: supply:supply: BatteryBattery Standby:Standby: 20%20% losseslosses 30%30% losseslosses 50%50% losseslosses BatteryBattery Charge:Charge: heat 20%20% losseslosses noise 220 V (AC) Chris Calwell and Travis Reeder, Ecos Consulting; Carrie Webber, LBNL at Power Supply Workshop PEC hosted by IFX Day 2003 - Munich Pacific Gas & Electric (PG&E), the Environmental Protection Agency (EPA), Lawrence Berkeley National Laboratory Dr. Reinhard Ploss (LBNL), and the Natural Resources Defense Council (NRDC), San Francisco, CA January 14, 2002. Page 6 Copyright © Infineon Technologies 2003. All rights reserved. Energy Savings with intelligent Power Management Example: Personal Computer Source : www.eren.doe.gov/femp/procurement, July 2000 BasedBased onon thatthat youyou cancan savesave forfor eacheach PCPC annuallyannually 119119 kWhkWh equivalentequivalent $7$7 WithWith 129129 mil.mil. PCsPCs producedproduced worldwideworldwide inin 20012001 (source:(source: Gartner)Gartner) thethe totaltotal savingsaving potentialpotential isis ~~ $900M$900M oror ~~ 1515 GWhGWh or or ~~ 1010 powerpower plants!plants! IFX Day 2003 - Munich Dr. Reinhard Ploss Page 7 Copyright © Infineon Technologies 2003. All rights reserved. Power Distribution and Energy Treatment Eupec's Development Fields of Applications FutureFuture AutomotiveAutomotive DomesticDomestic AppliancesAppliances DistributedDistributed EnergyEnergy SupplySupply SystemsSystems ClassicsClassics TractionTraction DrivesDrives IFX Day 2003 - Munich Dr. Reinhard Ploss EnergyEnergy SystemsSystems Page 8 Copyright © Infineon Technologies 2003. All rights reserved. Power Management & Supplies Applications and Target Markets PC / Server / Telecom Power Supply Lighting Ballasts / ESL Low on-resistance and low switching Driven by performance and size losses are critical to this market considerations & cost Power supplies for Electric lamp ballasts for PCs consumer and industrial Servers applications Telecom High intensity discharge (HID) Lighting for industrial and automotive applications Adapters / Chargers Consumer Electronics Reduced system size / weight Driven by system cost, size and weight (power supply) Notebooks Printers Color TVs Games Beamers Handsets Set-top box / DVDs IFX Day 2003 - Munich White goods Dr. Reinhard Ploss Page 9 Copyright © Infineon Technologies 2003. All rights reserved. Key Competence in overall Power Semiconductors Moving up from Position 7/8 to Position 4 in 2001 Rank Supplier 2000 2001 Change Internat. Rectifier Fairchild 1. Toshiba 9.3% 8.6% -0.7% Toshiba 7,6% 6,7% 2. International Rectifier 8.1% 7.6% -0.5% 8,6% Infineon* 3. Fairchild 7.8% 6.7% -1.1% Others 6,6% 4. Infineon * 5.6% 6.6% 1.0% 61,4% 5. Vishay 7.4% 6.2% -1.2% Vishay 6,2% 6. STMicroelectronics 5.6% 6.2% 0.6% STM 7. Hitachi 5.7% 6.1% 0.4% Fuji 6,2% 8. Mitsubishi 4.5% 5.4% 0.9% 4,0% ON Hitac hi 9. ON Semiconductor 6.2% 4.1% -2.1% 4,1% 6,1% Mitsubishi 10. Fuji Semiconductor 4.5% 4.0% -0.5% 5,4% IFX Day 2003 - Munich *Infineon includes Eupec Dr. Reinhard Ploss Page 10 Source: IMS Research, Nov 2002 Copyright © Infineon Technologies 2003. All rights reserved. Highlights Industrial Power (FY 02/03) PowerPower ManagementManagement && SupplySupply:: MajorMajor marketmarket shareshare gaingain withwith DC/DCDC/DC convertersconverters inin motherboardmotherboard applicationsapplications CompletedCompleted productproduct offeringoffering forfor CoreCore SupplySupply ChipsetChipset SolutionSolution (PC(PC // laptoplaptop motherboard)motherboard) ExpandedExpanded AC/DCAC/DC portfolioportfolio toto covercover lowerlower powerpower applicationsapplications (e.g.(e.g. DVDDVD playerplayer andand Settop-Boxes)Settop-Boxes) ImprovedImproved competitivecompetitive costcost positionposition andand achievedachieved technologicaltechnological leadershipleadership (Silicon(Silicon Carbid,Carbid, CoolMOSCoolMOSTMTM)) HighHigh PowerPower Conversion:Conversion: No.No. 22 worldwideworldwide inin highhigh powerpower conversionconversion withwith 21.7%21.7% marketmarket share*share* StrengthenStrengthen #1#1 positionposition inin mediummedium // highhigh powerpower drivesdrives SetSet newnew standardsstandards forfor mediummedium powerpower drivesdrives andand StraightStraight onon tracktrack toto solutionsolution businessbusiness withwith newnew IGBTIGBT stackstack assembliesassemblies IFX Day 2003 - Munich Dr. Reinhard Ploss Page 11 *) Source WSTS Copyright © Infineon Technologies 2003. All rights reserved. ConvertingConverting && ControllingControlling PowerPower DefiningDefining AutomotiveAutomotive IntelligenceIntelligence AutomotiveAutomotive OutlookOutlook IFX Day 2003 - Munich Dr. Reinhard Ploss Page 12 Copyright © Infineon Technologies 2003. All rights reserved. Enabling System Integration of Automotive Electronics Innovative Semiconductor Solutions for … … Powertrain, Safety, Comfort and Infotainment System on System on System on Board Level Vehicle Level Traffic Management Level Powertrain Safety Managementw Infotainment ay rro od o T om AUDO-NG 32-bit T microcontroller enable new engine concepts and reduce fuel consumption and Pressure sensors TCG Telematics emission monitoring tire pressure, Communication Gateway initiating alert if pressure leveraging automotive and is too low, to protect wireless know-how passenger´s health Smart power door module offers up to 9 comfort functions on one chip Comfort Management IFX Day 2003 - Munich Dr. Reinhard Ploss Page 13 Copyright © Infineon Technologies 2003. All rights reserved. Automotive Semiconductor Solutions Strong Portfolio Enhanced Recently by SensoNor Acquisition Sensing Computing Actuating Powertrain Pressure Sensors 16 bit µC MOSFETs ® IGBTs - Diesel Engine Mgmt. Hall Sensors 32 bit TriCore Regulators - Gasoline Engine Mgmt. (µC + DSP) Transceivers - Transmission Control Smart Power - Starter/Alternator System ICs Safety Management Pressure Sensors 8 bit µCs MOSFETs - ABS/Traction Control Hall Sensors 16 bit µCs Regulators - Suspension RF ICs 32 bit TriCore® Transceivers - Airbag + Restraint Systems (µC + DSP) Smart Power - Power Steering System ICs - Tire Pressure Monitoring Comfort Management Hall Sensors 8 bit µCs MOSFETs - Light Control Temp Sensors 16 bit µCs Smart Power - Heating, Ventilation, RF ICs Regulators Air Condition Transceivers - Door & Seat - Smart Battery Terminal Infotainment Telematics Gateway Controllers, Wide Range - Telematics (GSM/GPRS) and Short Range (Bluetooth, WLAN) - Navigation communication solutions, GPS, High Frequency ICs, - Multimedia CAN/MOST Transceivers, Plastic Optical Fibres - Car Audio Multimedia Cards, Power ICs, Security ICs IFX Day 2003 - Munich - Dashboard Dr. Reinhard Ploss Page 14 Copyright © Infineon Technologies 2003. All rights reserved. Powertrain - Increasing Energy Efficiency Needs Complex Data Processing and Controlling Most significant potential for fuel efficiency is the efficiency of the engine. This requires high performance control. Increasing number of sensors: – Euro3: in average 15 – Euro4: between 20 and 30 – Cam less