Automotive Segment Strategy

2018.03.01 Prepared by Stanley Lin Associate Vice President, Automotive SBU

Content

Page Duration Presenter

TSC at a glance in Automotive

Reference customers

5 00h10mn

Stanley.L

Automotive grade product

Design reference

Roadmap

Automotive Market Update

Overview

11 00h20mn Supply chain

Growth trend

TSC Growing Momentum

Target applications and opportunity

14 00h20mn

Q & A Open discussion - 00h10mn

TSC Products Overview

Product Family Active PNs AECQ PNs AECQ/Active PNs

TVS 2145 2145 100%

Power Zener 339 339 100%

Schottky 975 656 67%

Bridge 418 220 53%

Standard 252 177 70%

ESD capability rectifier 4 4 100%

FRD 158 99 63%

HER 286 237 83%

Superfast 353 307 87%

Ultrafast 90 84 93%

Total 5020 4268 85%

Automotive Exhibition

FY17’

FY18’ (Plan)

Applications, Split & Reference Customers

PWR 39%

Lighting 16%

Auto. 14%

IND. 12%

CON. 10%

Others 9%

CN 41%

EU 21%

KO 16%

TW 8%

US 6%

JP 5%

R.O.W 3%

Continental

(Behr-)Hella

Delphi

Harman

Kostal

Lear

ZF

Sumitomo

UAES

Wabco

Koito

Mando

Johnson

Magna

Yazaki

Visteon

Hyundai Mobis

Magneti Marelli

Stanley

Ichiko

FY 17 Revenue $USD 173M

FY 17 Revenue $USD 173M

Automotive Design Reference

Power train

Application Family TSC Part No.

ECU

Schottky SS16x/SK26A/SK3x

TVS SMBJ / SMCJ /P6KE

HER US1M

Super Fast ES1x/ES3x

Standard S1X/S3M

Driver Information

Application Family TSC Part No.

Navigation

Schottky SS2x/SS3x

TVS SMAJ/SMBJ/SMCJ

Standard S3X

Body & Chassis

Application Family TSC Part No.

Window lift Standard S1xL / S1x

Super fast ES2x

Body control

Standard S1K / S3J

TVS P4SMA/P6SMB//1.5KE

Super fast ES1x

Schottky SS11x

Standard S1x/S3x

Key Lock Standard 2AxxG/S3xB

ABS Airbag

SCR EHPS

3 Years Package Technology Roadmap

Current Rating

100(A)

10(A)

1.0(A)

0.1(A)

Y2018 Y2019 Y2020

Thin SMA/SOD-128

DO-218AB

TO-252-2 Thin DPAK DO-247

GUFP 5-pins

Three phase Bridge

Load Dump TVS

Specific design for OBC

High current density design

Worldwide Electronics System CAGRs

2.0%

2.4%

2.8%

4.2%

4.6%

5.4%

0% 1% 2% 3% 4% 5% 6%

Computer

Gov/Mil

Consumer

Comm.

Industrial

Automotive

America 21%

Europe 9%

Japan 9%

Asia 61%

America 22%

Europe 9%

Japan 9%

Asia 60%

IC 83%

Opto 9%

Discrete 5%

Sensors 3%

Y2017 $409B

IC 83%

Opto 9%

Discrete 5%

Sensors 3%

Y2018 $437B

Infotainment

Safety system

Body control

Chassis system

Engine Transmission

Automotive Supply Chain

Navigation

Audio

Air Bag

TPMS

ADAS

Lighting

Air-CON

ABS

IVI Transmission

Window lift Body control

Mirror

Chassis control

EPAS

OBD

AEC

Fuel Injection

Ignition

ECU

Air supply

Top Automotive Electronics Suppliers

Company FY2016 FY2015 FY2014

Major Products Remarks Rank $M Rank $M Rank $M

Bosch 1 46,500 1 44,825 1 44,240 Gasoline, diesel, electrical drives, multimedia, Steering

Y2016 Top 100

Japan x 28 US x 22 German x 17 Korea x 6 France x 4 Canada x 5 China x 5 Sweden x 2 Spain x 2 MX x 2 India x 1 Holland x 1 Italy x 1 Luxembourg x 1 Singapore x 1 Norway x 1 Switzerland x 1

ZF 2 38,465 5 29,518 9 22,192 Transmissions, chassis ], steering, clutches, dampers

Magna 3 36,445 3 32,134 2 36,325 Body, chassis, seating, powertrain, vision, roof systems

Denso 4 36,184 2 36,030 4 32,365 Thermal, powertrain control, motors, telecom

Continental 5 32,680 4 31,480 3 33,287 ADAS, brakes, chassis, safety, telematics, powertrain

Aisin 6 31,389 7 25,904 5 26,522 Body, brake & chassis, drivetrain, engine components

Hyundai Mobis

7 27,207 6 26,262 6 27,405 Chassis, cockpit & front-end modules; steering, airbags, lamps, ECU, powertrains, PCU

Faurecia 8 20,700 8 22,967 7 25,043 Seating, emissions control, interior & exterior systems

Lear 9 18,588 10 18,211 10 17,727 Seating & electrical distribution systems

Valeo 10 17,384 11 16,088 11 16,878 hybrid, thermal, transmissions, wiper, security, interior

Yanfeng 14 12,991 18 11,242 26 8,592 Interiors, exteriors, electronics, seating, safety

CITIC 71 2,603 77 2,429 81 2,387 Aluminum alloy wheels, aluminum casting parts

Inalfa Roof 66 3,137 - 1,964 - Body, interior, chassis, electronic parts & seat systems

Johnson Electric

81 2,000 - 1,706 - Cooling fan, engine & transmission pumps, engine actuators, power steering motors, HVAC & lighting

Minth 93 1,413 - 1,267 - Trims, decorative parts, roof racks & seating system

Change Of Automotive Industry

Electric Vehicle Connected Car Autonomous drive

Expansion of EV market Cloud service with connected car Accelerate Level 4 self-driving

Regulation of Zero emission OTA for maintenance & upgrade Driver-less Taxi service

Booming EV manufacturing companies

Threat of cyber attacking Utilize AI computing

Automotive Electronics Development Trend

Sensing Technology implementation

ADAS development and phase in More ECUs usage

MCU upgrade

Powerful and more function integration Consolidation of ECUs to drive high performance computing platforms Telematics

Communication/Interface

Enhance reliability Maintenance Autonomous cars

Safety, Environment, Efficiency

Automotive Power types change Design topologies change Proliferation of sensors and ECUs for compliance (NCAPs, NHTSA,..)

Automotive Electronics Cost Structure in a Car

AE Cost % in a Car By Time

AE Cost % in a Car By Car Type

Average Semi Cost in a Car

20%

30% 35%

50%

0%

20%

40%

60%

FY2000 FY2010 FY2020 FY2030

15%

28%

47%

65%

0%

20%

40%

60%

80%

Executive Luxury Hybrid EV

Power 42%

MCUs 23%

Others 22%

Sensors 13%

Power 76%

Others 16%

MCUs 4%

Sensors 4%

Power 55% Others

27%

MCUs 11%

Sensors 7%

Engine Car ~$USD 320

Hybrid Car ~$USD 690

E-Car ~$USD 700

Global Green Car Growth Trend By Power Type

0

5

10

15

20

2015 2016 2017 2018 2019 2020

48V Mild hybrid FHEV PHEV EV

Unit : M units

100% EV HEV

Motor

Inverter

Battery

Motor

Inverter

Battery

Engine

Gener-ator

Overview Of 48V Powernet

Core team LV 148 Standard

48 architecture (12V architecture upgrade type)

Classic 12V Boardnet 48V Boardnet

48V high power Electronics

Core

BMW

VW Audi

Bosch Hella

Daimler Porsche

Continental

Ford

PSA

Renault

Below 60V, no need extra protection system In same power, working current of 48V is only ¼ of

12V, loss is only 1/16 With BSG/ISG, can reduce size of engine, noise and

vibration Alternator size is 5KW to 20KW Support bigger power automotive devices Bidirectional DC/DC converters48V Belt Starter

Generator (BSG) easily replace original 12V Belt Starter Generator

CO2 reduction for vehicles

12V Battery system

Audio Lamp

12V

48V Battery system

DC/DC (Bidirectional)

48V starter/generator

eBooster

EPS/EHPS

Roll stabilization

AC compressor

Air bag Seat control

Door lock

WW EV Market Breakdown Analysis

CN 63.0%

US 21.0%

NO 6.5%

DE 5.6%

FR 3.9%

CN 57.0%

US 25.7%

NO 7.4%

DE 4.4%

FR 5.6%

FY16 WW 774K EVs

FY17 WW 1.2M EVs

5%

7%

12%

13%

0% 10% 20% 30%

奇瑞eQ

D2 EV

BYD

北汽EC

6%

10%

22%

26%

0% 10% 20% 30%

Nissan

Toyota

Chevrolet

Tesla

6%

9%

14%

21%

0% 10% 20% 30%

Mitsubishi

BMW

Tesla

VW

JAPAN EV Common Architecture Spirit

India National Electric Mobility Mission Plan

• The Mission plan projects a potential for 6-7 million units of new vehicles sales of EVs, along with resultant fuel savings of 2.2 – 2.5 million tones that can be achieved by 2020.

TSC Growing Momentum on Automotive Segment

ECU (Electronics Control Unit)

ADAS development and phase in, more ECUs usage Smart and Intelligent car, high performance computing platforms

On/Off Board Charging

Car Power type change, New demand High efficiency and thermal requirement. High performance components

required

Protection Solution

Safety concern, need stronger protection capability Regulation and Standard follow up

ECU, control a growing list of vehicle functions

ECU = Engine Control unit = Electronics Control Unit = Micro Computer = Brain of a Car !!

Safety System ($4.9B, 16.8%) Airbag ECU AFS ECU Parktronic ECU Radar ECU Camera ECU

Body Control System ($4.4B, 15.1%) Dashboard ECU Air CON ECU Window lift ECU Seat ECU HID ECU Smart key ECU

Infotainment System ($5.2B, 17.8%) Navigation ECU Multimedia system ECU ETC ECU

Powertrain System ($4.8B, 16.4%) Engine ECU Sensor ECU Transmission ECU

Chassis System ($4.5B, 15.4%) Braking ECU ABS ECU, ESC ECU Speed sensors Suspension ECU Power steering ECU

Average ECUs per Car

0

20

40

60

80

100

120

140

FY2015 FY2016 FY2017 FY2018

Small Medium Large Executive Luxury Special

Unit : pcs units/Car

ECU, Brain of a CAR !! How a SMART Car !!

ECU Block Diagram

Signal input ADC, Interface

DC-DC converter

Drive circuit Output, IGBT,

Bridge, Injector

Load Motor, LED, Solenoids,

Lamp

MPU

HI load

12V load

HV load

Signal line protection

Fre

ewh

eel

ing

Rectification

Polarity protection

Seco

nd

ary

pro

tect

ion

Load

Du

mp

Battery Alternator

Analog Signal ex.transducer

Digital Signal ex.Switch state

ECU, Brain of a CAR !! How a SMART Car !!

Polarity protection Load Dump protection Rectification

Definition • Protect from reverse polarity connection • reverse transient voltage penetration

• Clamping surge voltage to acceptable low voltage to protect electronic circuits.

• Load dump function is required for almost all automotive electronics

• boost or buck type DC/DC converter or inverters

• 12/24 V to 5 V voltage converting for MPU of most electronic units

• 12/24 V to HV converting for air-bag igniter, engine ignition, LED, HID Ballast

Test Standard

• ISO 7637-2 :2010 pulse 1 and pulse 3a • JASO D001 : 94

• ISO 7637 : 2004, ISO • 16750-2 : 2010, JASO, Toyota TSC7001.

N/A

Design Concern

• Peak reverse voltage • Continuous forward current • IFSM capability

• Clamping capability (min 10% margin) • Load dump test capability

• Peak reverse voltage • Continuous forward current • IFSM capability

Products • STD, ESD Rectifier, BYG series • Load Dump TVS, High Power TVS (PG) • Planar/Trench SKY, Utrafast 200-600V

Secondary protection Signal protection Freewheeling

Definition

• Clamping surge voltage to acceptable low voltage to protect electronic circuits.

• Load dump function is required for almost all automotive electronics

• Protect from reverse polarity connection • reverse transient voltage penetration

Protect circuits from induced high voltage by inductance load in operation mode

Test Standard

• ISO 7637-2 :2010 pulse 1 and pulse 3a • JASO D001 : 94

• ISO 7637-3 • IEC 61000-4-2

N/A

Design Concern

• Peak reverse voltage • Clamping capability (min 10% margin) • Load dump test capability

• Peak reverse voltage • IFSM capability • ESD capability

• Peak reverse voltage • IFSM capability at freewheeling operation • Avalanche capability

Products • STD, ESD Rectifier, BYG series • TVS (PG), ESD • Planar/Trench SKY, Utrafast 200-600V

ON/Off Board Charging

On Board Charger

AC Charging

DC(Fast) Charging

Battery Pack

Wireless Charging

AC

AC

DC

DC

DC

Inverter

DC

AC

Motor/ISG

AC Charging • 7.2KW (32A, 1-phase), 22KW (3-phases) • Charging time, 7.2KW, 3-4hrs

DC Charging • >50KW @ >100A • 80%, 30-60mins

Design of On-Board Charger (OBC) System

• Typical two-stage OBC architecture

• OBC Module

PFC

Backup SMPS

DC-DC VinAC

Single/Three Phase

85-265V

VoutDC

200-450V

PFC (1) DC-DC (1)

PFC (2) DC-DC (2)

PFC (3) DC-DC (3)

VoutDC

VoutDC

500-700V

VoutDC

800-1000V

E-Car

E-Bus

QC

EV Charging Level Standard

Charging level USA(60Hz) TW(60Hz) JP(50/60Hz) CN(50Hz) EU(50Hz)

AC charging Slow

Level 1 Voltage rating 120V 110/220V 100-127V 250V 250V

1ɸ Current rating <12/16A <16/32A <16/32A <16/32A <32A

AC charging Medium

Level 2 Voltage rating 208-240V 220V 220-240V 380V 380-480V

1ɸ/3ɸ Current rating <80A, 1ɸ <80A, 1ɸ <80A, 1ɸ <32A, 1ɸ <63A, 1ɸ <70A, 3ɸ

DC charging Fast

Level 3 Voltage rating <600V <600V <500V <600V Mode3-1 <750V Mode3-2

<850V

3ɸ Current rating <200A <200A <200A <300A Mode3-1 <600A Mode3-2

<200A

Topologies For On/Off-Board Charging

AC/DC+PFC DC-DC Auxiliary SMPS

Singe phase +

Full Bridge LLC

Vienna +

Full Bridge LLC

Put TSC into Design

• Single phase Bridge rectifier • 3 phases Bridge rectifier • Ultrafast rectifier • TVS • Super junction MOSFET

• Ultrafast rectifier • SiC Rectifier (Wide band gap) • TVS • Super junction MOSFET

• Ultrafast rectifier • Schottky rectifier

PWM

Threats Of Automotive Electronics –ESD(Transient wave)

Vehicle test - Internal points

Vehicle test - external points

Electrostatic Discharge Path - Inside Electrostatic Discharge Path - Outside

Threats Of Automotive Electronics –ESD(Transient wave)

ESD Standard

Vehicle test ISO 10605 vs. IEC 61000-4-2

Object Standard Evaluation Cause Automotive Customer

Electronic equipment

IEC 61000-4-2 Malfunction Human body VW(TL82466)

Vehicle Components

ISO 10605 Malfunction

Break Human body

GM(GVM3097), VW(TL82466), Ford(ES-XW7T), Citoren(B21-7110), BMW(GS95002)

Vehicle Components

SAE J1113-13 Malfunction

Break Human body

Standard Module Test Sensitivity Level

Test

ISO 10605

• 150pF/330Ω • 330pF/330Ω • 150pF/2000Ω • 330pF/2000Ω

• 150pF/330Ω • 330pF/330Ω • 150pF/2000Ω • 330pF/2000

IEC 61000-4-2 • 150pF/330Ω • 150pF/330Ω

Threats Of Automotive Electronics – Transient pulse

Vehicle test - Electrical disturbance by conduction and coupling ( Standard ISO 7637/ISO 16750)

Pulse Description

1 Connected directly to an inductive load in parallel

2a

Transient interruption of a device connected in parallel, due to hardness inductance

2b Transients from DC motor acting as a generator when ignition is switched off

3a/3b Switching transients due to distributed inductance and capacitance of hardness

4 Voltage dip due to starter-Motor current during cranking (Excluding spikes)

5 Load Dump

Wiper

Airbag

ABS

EEC

Motor

ESP

Alternator

Conventional

Central Load Dump

ISG (BSG/IMG)

Protection Solution For Automotive Application

MCU/MPU

CO

MM

CAN

LIN

I/O

Data Port

Lighting Body & Chassis Electronics

LCD LED

I/O Port

RF 3G Module Wifi/Bluetooth/GPS Audio

Power V Boost V Buck V Digital

Vbat

TVS Protection (ISO7637-2 / ISO16750-2)

ESD Protection (IEC61000-4-2/ ISO10605)

Display

TVS/ESD Protection (ISO7637-2 / ISO16750-2/ IEC61000-4-2/ ISO10605)

ESD Protection (IEC61000-4-2/ ISO10605)

ESD Protection (IEC61000-4-2 ISO10605) U

SB2

.0

HD

MI

SIM

SD

Dig

i I/O

O

N/O

FF

Ke

ypad

G

PIO

TVS/ESD Protection (ISO7637-2/ ISO16750-2) (IEC61000-4-2/ ISO10605)

Output Driver

Summary

Automotive Market Demand keep growing

New application / Function : ADAS, ACC, CMS, etc.. , brings more ECUs Power type change : For green, for environment, great opportunities for

on/off board charging, wide band gap technology

TSC is READY for Automotive Segment

Penetrating into Automotive since FY2002 85% rectifier products is Automotive grade, TVS (Protection) is 100% Engaged with 1st tier WW Automotive OEM manufacturing companies Complete product portfolio to fulfill Automotive application (ECU,

Powertrain, On/Off board charging, Protection for ESD, transient pulse, Load Dump)

THANK YOU

Taiwan Semiconductor Co., Ltd. Headquarters Address: 11F. No. 25 Sec. 3, Beishin Rd, Shindian District, New Taipei City, Taiwan R.O.C. Telephone: +886-2-8913-1588 E-mail: marketing@mail.ts.com.tw Website: www.taiwansemi.com