tsc (5425) roadshow - taiwan semiconductor · 2017 total semiconductor market discrete...
TRANSCRIPT
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TSC (5425) Roadshow
2018 Rev1.0 Aug.2018 Prepared by Auto SBU Presented by Stanley Lin, AVP
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Company Key Information Update
2018 Rev1.0 Aug.2018 Prepared by Auto SBU Presented by Stanley Lin, AVP
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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%
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FOOTPRINT OF MANUFACTURING SITES
TIANJIN, CHINA / FRONTEND (3“/4“ WAFER) LI-JE, TW / FRONTEND (4” WAFER; 6” IS ON THE WAY)
Technology : GPP, Photoglass, SIPOS passivation Technology : GPP, Photoglass, SIPOS/Si3N4 passivation, Planar (Under development, Q1E/FY19)
Capacity : 150,000pcs wafers/month (Q3-FY18) Capacity : 80,000pcs wafers/month (Q3-FY18)
Yangxin, China / Backend (Assembly) I-lan, Taiwan / Backend (Assembly)
SMD/Bridge/Power Pack/Axial SMD/Power Pack/ PDFN (MOSFET)
Capacity : • SMD : 350,000,000 pcs /month • Bridge : 80,000,000 pcs /month • Axial : 240,000,000 pcs /month • Power Pack : 20,000,000 pcs / month
Capacity : • SMD : 20,000,000 pcs /month • Power Pack : 5,000,000 pcs / month
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STANDARD SMD PROCESS VS MATRIX LINE
BEFORE (STANDARD SMD) NOW (MATRIX SMD)
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GLOBAL TOP 100 AUTOMOTIVE TIER 1 PROGRAM
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Infotainment
Safety system
Body control
Chassis system
Engine Transmission
GLOBAL TOP 100 AUTOMOTIVE TIER 1 PROGRAM
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
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SALES TREND & PROFITABILITY ($MNTD)
Revenue ($MNTD) Gross Profit & Margin ($MNTD)
Operation Profit & Margin ($MNTD) Net Profit & Margin ($MNTD)
7,640 7,745 8,702 8,994
0
2,000
4,000
6,000
8,000
10,000
FY2014 FY2015 FY2016 FY2017
2,453 2,679
3,157 3,310
32% 35%
36% 37%
20%
25%
30%
35%
40%
45%
50%
0
1,000
2,000
3,000
4,000
FY2014 FY2015 FY2016 FY2017
1,304 1,449 1,506
1,618
17% 19% 17% 18%
0%
10%
20%
30%
40%
0
1,000
2,000
FY2014 FY2015 FY2016 FY2017
916 1,131 1,119
1,261
12% 15% 13% 14%
0%
10%
20%
30%
40%
0
1,000
2,000
FY2014 FY2015 FY2016 FY2017
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EPS ($NTD) & DIVIDEND PAYOUT
1.61
2.51
3.31 3.34
3.77
1.20
2.00
2.50 2.50
3.00
74.5%
79.7%
75.5% 74.9%
79.6%
71.0%
72.0%
73.0%
74.0%
75.0%
76.0%
77.0%
78.0%
79.0%
80.0%
81.0%
0.0
0.5
1.0
1.5
2.0
2.5
3.0
3.5
4.0
4.5
5.0
FY2013 FY2014 FY2015 FY2016 FY2017
EPS Dividend Dividend Payout Ratio
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The RISE of Intelligent & Alternative Energy Vehicle
2018 Rev1.0 Aug.2018 Prepared by Auto SBU Presented by Stanley Lin, AVP
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SHIPPMENT TRENDS IN AUTOMOTIVE MARKET
GLOBAL AUTOMOTIVE MAKRET SCALE
GLOBLA AUTOMOTIVE MAJOR MAKERS
75,000
80,000
85,000
90,000
95,000
100,000
105,000
FY1
3
FY1
4
FY1
5
FY1
6
FY1
7
FY1
8(f
) 0
500
1,000
1,500
2,000
2,500
FY1
3
FY1
4
FY1
5
FY1
6
FY1
7
FY1
8(f
)
BEV PHEV
Renault-Nissan-
Mistubishi 10%
BYD 9%
BAIC 9%
Geely 8%
Tesla 8%
BMW 8%
VW 6%
SAIC 5%
GM 5%
Toyota 4%
Others 28%
VW 11%
Toyota 11%
Renault-Nissan
10% Hyundai-
Kia 8%
GM 7%
Ford 6%
Honda 6%
FCA 5%
PSA 4%
Suzuki 3%
Others 29%
WW Car Shipment 96,800K pcs
FY17
WW EV Shipment 1,850K pcs
FY17
China 62%
USA 21% NOR
6%
JPN 6%
GER 5%
WW EV Shipment TOP 5 Regions
FY17
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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
FHEV : 42.4% 48V : 34.4%
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CAR MAKERS’ AMBITION IN EV
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TOP TRENDS IN AUTOMOTIVE MARKET
New FINDINGS in the market
• Total Car Q’ty in China area est. to increase 50% • In FY2030, “33%” driving mileage comes from “sharing” • In FY2030, “40%” driving mileage comes from “Self-driving” • In FY2030, “55%” new cars will be EV (Electrical vehicle)
Top 5 TRENDS in the market
• Electrified …. More ECUs, new add+ EV charging systems • Autonomous …. New add+ ECUs for ADAS • Shared …. Service on demand • Connected …. New add+ communication NODES • Yearly updated …. In past, ave 5-8 yrs, with 1-4, frequency ↑
Top 3 TRENDS in the tier 1 and component market
• Shared platform, and keep implement new technology (More M&A) • Software development capability becomes more and more important • China tier 1 and component providers drive M&A activity bcz of local huge market
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TOP KEY DRIVERS IN ELECTRICAL VEHICLE MARKET
STOP SELLING ANY FUEL CARS
FUNDAMENTAL INFRASTRUCTURE BATTERY TECHNOLOGY
TECHNOLOGY DRIVERS
Diesel Car
Rental Car w/ Diesel Engine
SUV w/Diesel Engine
China Outdoor EV Charging Station Qty
TESLA Shanghai Site Taiwan ARTC Platform Japan 7 alliance EU BMW
EU BenZ
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CHINA DOMINATES ALL CHARGING OUTLET TYPES
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Automotive Business Development
2018 Rev1.0 07.25.2018 Prepared by Auto SBU Presented by Stanley Lin, AVP
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2017 TOTAL SEMICONDUCTOR MARKET
DISCRETE SEMICONDUCTOR MARKET BY PRODUCT FAMILY (Discrete $21.5B)
SEMICONDUCTOR MARKET BY FAMILY
DISCRETE SEMICON. MARKET BY FAMILY
PRODUCT CATEGORY 2016 WW 2017 WW GROWTH
Rectifier+Diode (W/o Small Signal Diode) 4,657 5,481 17.7% IGBT 3,421 4,024 17.6% Thyristor 650 706 8.6%
Small Signal 2,494 2,677 7.3% Power MOSFET 6,309 6,691 6.1%
Power Transistor 1,773 1,792 1.1% Other discrete 114 128 12.3%
Unit : M USD
IC 83%
Opto 9%
Discrete 5%
Sensors 3% MOSFET
31%
Rectifier 26%
IGBT 19% Diode
13%
Pwr Transistor
8%
Thyristor 3%
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AUTOMOTIVE ELECTRONICS COST STRUCTURE IN A CAR
AVERAGE SEMI COST IN A CAR
AVERAGE COST IN A E-CAR
Power 42%
MCUs 23%
Others 22%
Sensors 13%
Power 76%
Others 16%
MCUs 4%
Sensors 4%
Power 55% Others
27%
MCUs 11%
Sensors 7%
Engine Car ~$USD 320
Hybrid Car ~$USD 690
E-Car ~$USD 700
Battery 48%
Driving System
20%
Body and
Chassie 16%
Ass. 13%
Others 3%
50% from IGBT
600-1200V for Car
Ave. $300 per HEV/PHEV
Ave. $540 per BEV
Ave. $1000 per E-BUS
• EV needs 100~140pcs IGBTs • HST needs 50-80pcs IGBTs per Carriage • Ex. Tesla Model X : 132 IGBTs (Front : 36/Back : 96)
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Continuous Innovation in Wafer & Package to Support Automotive Trends
2018 Rev1.0 07.25.2018 Prepared by Auto SBU Presented by Stanley Lin, AVP
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CONTINUOUS INNOVATION IN WAFER & PACKAGE
Miniaturization Electrification
Efficiency Transient Capability
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CONTINUOUS INNOVATION IN WAFER & PACKAGE
Miniaturization Electrification
Efficiency Transient Capability
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PACKAGE TRENDS
SOD-123HE 3.70 x 1.80 x 0.80mm
MicroSMA 2.50 x 1.30 x 0.65mm
• 48% in space
• 80% in height • 100% of the current rating
SMA 4.33x2.56x2.30mm
SOD-123W 3.70 x 1.80 x 0.96mm
• 45% in space
• 50% in height • 60% of the current rating
SOD-123HE 3.70 x 1.80 x 0.80mm
• 45% in space
• 35% in height • 60% of the current rating
SMB 4.33x3.63x2.30mm
ThinSMA 4.25 x 2.60 x 0.95mm
SOD-128 3.80 x 2.50 x 1.00mm
• 69% in space
• 50% in height • 120% of the current rating
SMC 6.55x5.90x2.30mm
ThinSMA 4.25 x 2.60 x 0.95mm
SOD-128 3.80 x 2.50 x 1.00mm
• 29% in space
• 40% in height • 100% of the current rating
TO-277A(SMPC) 6.50 x 4.60 x 1.10mm
• 64% in space
• 40% in height • 100% of the current rating
D-PAK 9.90x 6.57x2.29mm
TO-277A(SMPC) 6.50 x 4.60 x 1.10mm
• 45% in space
• 50% in height • 60% of the current rating
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CONTINUOUS INNOVATION IN WAFER & PACKAGE
Miniaturization Electrification
Efficiency Transient Capability
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ELECTRIFICATION OF A CAR
Increased Elec. function
ADAS (Vision & Safety)
Replacement of Relays
Electrification of powertrain
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CONTINUOUS INNOVATION IN WAFER & PACKAGE
Increased Electrical function
ADAS Replacement
of Relays Electrification of
powertrain
• ECU ++ • ABS, Power steering,
Fuel injection, Automatic transmission
• ECU ++ • Vision & Safety
• Replace conventional electrical or mechanical relays
• Hybrid • 48V • BMS
• STD rectifier up to 1000V • Avalanche ruggedness (BYG, Avalanche Rectifier) • High current density package (SOD-128, SMPC) • ESD protection (ESD rectifier) • Load Dump Protection (Load Dump TVS) • PwrMOS with low RDS(ON) and high ID (*)
• PwrMOS (*) • Space saving • Efficient • Low Noise
• SKY up to 150V Trench SKY (*)
• FRD up to 200V • PwrMOS 40/80/100V
(*)
Remarks : (*) under development
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ELECTRIFICATION OF A CAR
Increased Elec. function
ADAS (Vision & Safety)
FY2010 FY2020 FY2030
Level 2 Level 3 Level 4
ACC
LKA LDW
EPS
Radar Lidar
Min ECU+ 2
Hi-res Maps
Hi-res Radar Lidar
GPU
V2X
AISL C&D uC
DSRC
3/4G
Max ECU+ 10
• Adaptive Cruise Control (ACC) • Automatic Emergency Braking (AEB) • Lane Departure Warning (LDW) • Lane Keep Assist (LKA)
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AVERAGE ECUs PER CAR
0
20
40
60
80
100
120
140
160
FY2016 FY2017 FY2018 FY2019 FY2020
Small Medium Large Executive Luxury Special
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ON/OFF BOARD CHARGING
On Board Charger AC Charging
DC(Fast) Charging
AC
DC
DC
AC Motor HSG ISG
AC Charging • 7.2KW (32A, 1-phase) • 22KW (3-phases) • Charging time, 7.2KW, 3-4hrs
DC Charging • >50KW @ >100A • 80%, 30-60mins
HV BATTERY PACK
Fast Charging Module
PCU
Inverter
Inverter (Motor)
Boost Converter
DC-DC Converter
Inverter (HSG)
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CONTINUOUS INNOVATION IN WAFER & PACKAGE
Miniaturization Electrification
Efficiency Transient Capability
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ON/OFF BOARD CHARGING
On Board Charger AC Charging
DC(Fast) Charging
AC
DC
DC
AC Motor HSG ISG
AC Charging • 7.2KW (32A, 1-phase) • 22KW (3-phases) • Charging time, 7.2KW, 3-4hrs
DC Charging • >50KW @ >100A • 80%, 30-60mins
HV BATTERY PACK
Fast Charging Module
PCU
Inverter
Inverter (Motor)
Boost Converter
DC-DC Converter
Inverter (HSG)
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TOPOLOGIES FOR EV OBC (On Board Charger)
AC/DC + PFC (Interleaved PFC) DC-DC (LLC Full Bridge)
Singe phase + Full Bridge LLC
(OBC)
(1) Bridge
• Higher efficiency concern may choose “Bridgeless” topology, but higher cost • Design concern : Lower VF (To reduce conduction loss), 600/1200V • Package concern : Common package is TS6P Bridge rectifier x 1, TO-247 x 2. Later, SMD will be preferred PKG • TSC Solution : TS15P-50P series, and new PLDS3060H-80H (D2PAK-D, under development stage)
(2) TVS • 400W SMA Bi-directional TVS & 600W SMB Bi-directional TVS • TSC Solution : SMAJ & SMBJ series (Package Trend : SMB to SOD-128; SMA to SOD-123W/HE)
(3) PFC MOSFET • Super junction MOS ( Infenion/Toshiba/STM are major suppliers) • 650V/41mohm & 65mohm • TSC Solution : TSM60NB041PW (No AECQ yet)
(4) PFC Diode • Ultrafast, 30A/600-1200V/DO-247, fast trr + Soft recovery (Switch loss & Noise), Lower VF (Conduction loss) • SiC SBD, 10A/650V/TO-220, also Zero switch loss (Cree, Infenion) • TSC Solution : SMAJ & SMBJ series (Package Trend : SMB to SOD-128; SMA to SOD-123W/HE)
(5) LLC MOSFET • Super junction MOS ( Infenion/Toshiba/STM are major suppliers) • 650V/41mohm & 65mohm + Built-in FRD (trr ~ 200ns) • TSC Solution : Under development stage
(6) Output Diode • Ultrafast, 20-30A/600-1200V/DO-247, fast trr + Soft recovery (Switch loss & Noise), Lower VF (Conduction loss) • SMD will be preferred package (Suitable for SMT process) • TSC Solution : UG20J/UG30J (D2PAK-D, under development stage)
(1)
(2) (2)
(2) (2)
(2) (2)
(3) (3)
(4)
(4)
(4)
(5) (5)
(5) (5)
(6) (6)
(6) (6)
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CHINA OFF BOARD CHARGING DESIGN SPEC
0
100
200
300
400
500
600
700
800
0 2 4 6 8 10 12 14 16 18 20 22 24 26 28 30
670V
BYD E5
490V
Danza
BYD E6
300V
Kandi K17A
350V
Unstable Area 250V
110V
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INPUT FROM MKT FOR FUTURE POWER SEMICON.
Power Device Semiconductor Key characteristic
VBR (V) IModule (A) Fswitch(KHz) Die size(mm2)
Inverter 650 900
1200 200…800 10 100…300
HV DC-DC
650 900
1200 85…500 50…300 100…300
Charging 650 900
1200 15…50
10…100 100…300
20…100
12V/48V DC-DC
650 900
1200 5…20 100…500 10…50
Component Current SPEC Next SPEC
OBCM
SiC SBD 600V 15/30A 35ns 30ns
IGBT 600V 40/60A 650V/60A
SJMOS 650V, 40A, 41mohm < 40mohm
DC-DC SiC SBD 600V 10A 35ns 30ns
SJMOS 650V, 48mohm < 40mohm
Inverter IGBT Module 660A 950A
MVMOS -16A, -60V, 65mohm < 40mohm
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SiC FOR XEV APPLICATIONS
ROADMAP
300 Amp SiC More Capable than 600 Amp Si IGBTs!
SYSTEM COST REDUCTION OF 20% USING 1200V SiC
• Increased frequency reduces size and weight of magnetics • Lower losses reduce system cooling requirements • Amperage rating for SiC less than half required for Si IGBTs
Data from Cree
0
50
100
150
200
250
300
350
SiC MOSFET 300 Amp,
10 kHz
Si IGBT 600 Amp,
3 kHz
Loss
es (W
atts
)
Diode
Switching
Conduction
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CONTINUOUS INNOVATION IN WAFER & PACKAGE
Miniaturization Electrification
Efficiency Transient Capability
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PROTECTION SOLUTIONS FOR AUTOMOTIVE
MCU/MPU
CO
MM
CAN
LIN
I/O
Data Port
Lighting Body & Chassis Window fit 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
USB
2.0
H
DM
I SI
M
SD
Dig
i I/O
O
N/O
FF
Key
pad
G
PIO
TVS/ESD Protection ISO7637-2/ ISO16750-2 IEC61000-4-2/ ISO10605
Output Driver
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Threats Of Automotive Electronics –ESD(Transient wave)
Vehicle test - Internal points
Vehicle test - external points
Electrostatic Discharge Path - Inside Electrostatic Discharge Path - Outside
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THREATS OF AUTO. ELECTRONICS –ESD
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
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THREATS OF AUTO. 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)
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SUMMARY
TSC is MOVING forward to AUTOMOTIVE
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 solution) DO-218 Load Dump TVS is a START products to help TSC penetrate into
EU/US/JPN/CN 1st tier automotive ECU makers Technology migration – GPP to Planar
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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: [email protected] Website: www.taiwansemi.com