Infineon AURIX™ 32-bit microcontrollers as
the basis for ADAS / Automated Driving
San Francisco, 11 May 2017
Dr. Jürgen Rebel
Corporate Vice President, Investor Relations
Infineon’s position in the automotive semiconductor
universe
Automotive semiconductors
2016 total market size: $30.2bn
10.7%
+0.3%-pt
7.8%
7.4%
Microcontrollers
7.3%
Renesas
NXP
Texas Instr.
Infineon
Microchip
– 24 / 77 GHz radar
– REAL3™ sensor
m.s.
trend
m.s.
trend
– Infineon benefits disproportionately
from the two mega trends
– clean cars
– ADAS/AD
9.8%
Sensors
Bosch
Infin…
NXP
Mele…
Allegro
Market share trend
14.0%
16.3%
12.5% +0.6%-pt
8.3%
7.3%
30.9%
27.0%
9.7%
Power
+0.4%-pt
Infineon
25.6%
13.4%
NXP*
9.2%
8.7% +0.1
5.7%
– ADAS/AD
– Powertrain
8.2%
Bosch
m.s.
trend
NXP*
Infineon
Renesas
Texas…
STMicro
5.7%
– xEV penetration
– EPS
– Lighting
* Divestiture of NXP’s Standard Product business (“Nexperia”) closed on 16 Feb 2017; hence included in the 2016 ranking.
Source: Strategy Analytics, “Automotive Semiconductor Vendor Market Shares”, April 2017
2017-05-11
Copyright © Infineon Technologies AG 2017. All rights reserved.
2
Key market trends significantly drive increasing
semiconductor content per car
ADAS/AD
› ADAS and AD are critical
enabler to reduce the
number of fatalities and
serious injuries (“Vision
Zero”)
Clean cars
› To reach CO2 emission
goals, the automotive
industry has to focus on
 a higher efficiency of the
classic ICE, and
 the electrification of the
drivetrain (xEV)
Connectivity/security
› Advanced connectivity is
driven by making the car
part of the internet
› Connectivity must be
secure
ADAS/AD and clean cars will generate
half of the 8% trendline growth of ATV
2017-05-11
Copyright © Infineon Technologies AG 2017. All rights reserved.
3
Any next automation level requires more assistance systems
and thus ECUs
Level of automation
Level 2
Application*
Level 4/5
Parking assist
Highway & Traffic Jam Assist
Radar
# of modules**
Camera
# of modules**
Lidar
Valet Parking
Highway pilot
Ultrasonic
Urban pilot / Robot Taxi
≥3
≥6
≥ 10
≥1
≥2
≥8
1
0
# of modules**
Others
Level 3
Ultrasonic
Interior camera
* Source: VDA (German Association of the Automotive Industry), Society of Automotive Engineers
** Market assumption; *** See glossary
2017-05-11
Copyright © Infineon Technologies AG 2017. All rights reserved.
≥1
Ultrasonic
Interior camera
V2X***
4
ADAS/AD semi growth driven by radar and camera sensor
modules over the next 5 years
Average semiconductor content per car by level of automation*
Level 2
Level 3
(2020)
Level 4/5
(~2025)
(2030+)
$55
$680
$240
$50
$140
$30
$400
$0
$165
$60
$100
$25
$180
$195
Total
BOM*
Actuators
Sensor
Fusion
Lidar
modules
Radar
modules
Camera
modules
Total
BOM*
Actuators
Sensor
Fusion
Lidar
modules
Radar
modules
Camera
modules
Total
BOM*
Sensor
Fusion
Lidar
modules
Radar
modules
Camera
modules
$40
Bill of material estimates include all type of semiconductors**
* Source: Strategy Analytics, IHS Markit, Infineon; ** e.g. radar includes µC
BOM roughly estimated for around 10m vehicles in each level – Next Update planned in H2 2017
2017-05-11
Copyright © Infineon Technologies AG 2017. All rights reserved.
Sense
Compute
Actuate
5
Tomorrow’s car system architecture will be much different
from today
Today
›
Tomorrow
“Democratic” structure: Systems are connected to one
another
›
In the future, systems will be clustered in domains and
organized hierarchically
Connectivity
Gateway
Data Fusion
Body &
Comfort
Domain
Infotainment
Domain
Torque
Control
HVAC
Navigation
Dynamics
Control
Lighting
HMI
Theft
protection
Entertainm.
…
…
…
2017-05-11
Copyright © Infineon Technologies AG 2017. All rights reserved.
Lidar
…
Energy
Management
Radar
ADAS
Domain
Camera
Driving
Domain
6
Introduction of central computers triggers demand for
high-performance, fail operational microcontrollers (MCUs)
decision making
L0 / L1 / L2 vehicles
camera
radar
lidar
GPS
basic car functions
CPU / GPU
+
MCU (AURIX™)
future ECU = classic ECU
classic ECU
›
›
›
›
central
computer
central computer triggers car operations
human acts
2017-05-11
L3 / L4 / L5 vehicles
+ higher performance
+ fail operational
+ secure
temperature
pressure
position
speed
› MOSFETs
› IGBTs
› power ICs
› MCUs, e.g. AURIX™
fail operational systems require redundancy in
› power switches, power supply
› sensors
› MCUs
car security is achieved through
› discrete security controller (OPTIGA™)
› integrated security modules in MCUs (AURIX™)
Copyright © Infineon Technologies AG 2017. All rights reserved.
7
Demand for MCUs is driven by a rising average number of
ECUs in the mid-range and central computing platforms
Light vehicle production
vehicle segments
luxury/premium
[units m]
10
12
0
2016
2020
total
mid-range
65
0
17
0
2016
total
9
0
77
[CPU/MCUs
per L3+ car]
[MCUs per car,
today / trend]
up to
„slightly
110 MCUs down“
2025
2 CPUs
+ 1 MCU
6
„up“
1-2 CPUs
+ 1 MCU
up to
60 MCUs
2020
total
14
thereof L3+ cars
71
2016
economy/low-end
5
Central
Computing
ECU
2025
thereof L3+ cars
19
2020
0
21 0
2025
up to
20 MCUs
„same“
0 CPU
0 MCU
thereof L3+ cars
Source: Strategy Analytics, Infineon estimates
2017-05-11
Copyright © Infineon Technologies AG 2017. All rights reserved.
8
AURIX™ microcontroller complements CPU/GPU to make the
central computer robust and fail operational
Examples of central computing platforms
Functionality

› Data processing for
applications
(e.g. parking)
› ISO 26262 ASIL-D safety host
monitoring operation of the data
fusion ECU
› Fusion of object data, deep
learning algorithms
› Environmental model
calculation (road, objects)
› Trajectory planning
› Modelling of driver
behaviour
›
AURIX™ as real-time main
controller or host controller

› Safe and secure gateway to the
vehicle network
› Fallback operation in case of a
GPU/CPU fail
› Safe communication to actuator
control units
AURIX™ is the market reference as host controller in central computing platforms
Pictures: Courtesy of Nvidia, Intel
2017-05-11
Copyright © Infineon Technologies AG 2017. All rights reserved.
9
AURIX™ microcontroller is the safety controller of choice for
current and upcoming data fusion platforms
Featured in leading OEM platforms
SOP 2015 - 2016
›
2x Europe
SOP 2017 - 2018
›
›
2x Europe
2x US
SOP 2019 - 2020
›
›
›
3x Europe
2x US
2 in discussion
?
?
SOP 2021 - 2022
›
4 in discussion
?
?
+
High-profile Tier 1 customer base
2017-05-11
Copyright © Infineon Technologies AG 2017. All rights reserved.
10
32-bit microcontrollers capture the lion share of $opportunity in automotive applications
Example:
A premium car with ~110 MCUs
32-bit MCU market is the place to be
[USD m]
32-bit
25%
32-bit
16-bit
60%
30%
45%
by unit
8-bit
›
3,570
= 61%
market
size
16-bit
8-bit
16-bit
CAGR(16-23)
for 32-bit:
+5.3%
5,116
= 72%
market
size
25%
1,464
1,204
8-bit
839
824
by value
2016
32-bit
8-bit
2017
2018
16-bit
2019
32-bit
2020
2021
2022
2023
32-bit in
ondata
CC fusion boxes
AURIX™ microcontrollers fit basically to all 32-bit use cases (except infotainment)
and is clearly gaining market share in 32-bit automotive market.
Source: Strategy Analytics, „Automotive Semiconductor Demand Forecast 2014 – 2023“, January 2017; Infineon estimates
2017-05-11
Copyright © Infineon Technologies AG 2017. All rights reserved.
11
Infineon AURIX™ microcontroller family covers the majority
of 32-bit use cases
Powertrain
Chassis / Safety / ADAS / AD
growth
driver
2017-05-11
ICE
domain
control
chassis
suspension
vehicle
stability control
power
steering
electric
parking brake
airbag and
safety
transmission
starter generator
xEVs
AURIX™ use cases
engine management
BEVs
HEVs, PHEVs
DC-DC
converter
77 GHz radar
24 GHz radar
advanced
lighting
onboard
charger
battery
management
driver
monitoring
sensor fusion
vision safe
host controller
› unit production
› xEV penetration
› ADAS/AD penetration
› evolution from L0 towards L5
Copyright © Infineon Technologies AG 2017. All rights reserved.
Body /
advanced connectivity
advanced body
control module
over-the-air
update
connected
gateway
online control
module
infrastructure controller
for V2V/V2X
› comfort penetration
› connectivity
12
Key takeaways
›
The hierarchical system architecture of the car of the future will require an
increasing number of high-performing and fail operational 32-bit microcontrollers
›
The demand for microcontrollers will be driven mainly by a higher average
number of ECUs in mid-range cars and on top central computing platforms for
level 3+ beyond 2020
›
Infineon AURIX™ family is the microcontroller of choice in more than 80% of
current and upcoming data fusion platforms
›
By 2023, about 72% of automotive MCU $-value will stem from 32-bit
›
AURIX™ microcontrollers fit basically to all 32-bit use cases (except
infotainment) and represent the most comprehensive portfolio in the industry
›
Strong multi-billion-$ design-win pipeline drives revenue growth and
continuous market share gains in automotive microcontrollers
2017-05-11
Copyright © Infineon Technologies AG 2017. All rights reserved.
13
ADAS*/AD* semi BoM* growth is driven by radar and camera
sensor modules
ADAS*
Automated driving
Market penetration per level of automation
L5 Driverless
2035 up to 10m vehicles p.a.
No driver
L4 Fully automated
2030 up to 10m vehicles p.a.
L3 Highly automated
2025 up to 10m vehicles p.a.
L2 Partly automated
temporary
2020 up to 10m vehicles p.a.
L1 Assisted
2015 up to 20m vehicles p.a.
2015
tomorrow
* See glossary
Source: IHS Markit, McKinsey, UBS, Infineon
2017-05-11
Copyright © Infineon Technologies AG 2017. All rights reserved.
15
The 5 levels of increased automation (VDA* definition)
Level 1
Level 2
Permanent monitoring by the driver
Level 3
Level 4
System is driving, with more or less backup by
the driver. In case of failure, the system must
run for a certain time on a backup.
Level 5
No driver
Autonomous
Driving/Driverless
Full
Automation
Partial
Automation
Assisted
System assists
longitudinal OR
lateral movements
E. g.: Automatic
Emergency Brake,
Turning Assistant,
Lane Keep Assist,
Stop & Go
2017-05-11
System performs
longitudinal AND
lateral driving task in
defined use case
E. g.: Traffic Jam Assist
(with steering
intervention),
Combination of
Adaptive Cruise Control
and Lane Keep Assist,
Parking Assist
High
Automation
System performs
longitudinal AND
lateral driving task
in defined use case,
but gives back
control when outside
of defined
parameters
Driver can hand
over entire task of
driving to the
system in specific
use cases
System can handle all
driving situations. No
Driver necessary from
start to destination.
E. g.: Robot Taxi
E. g.: Urban Pilot,
Valet Parking
E. g.: Highway Pilot
Amendments of current regulations
are necessary (e.g. Vienna StVO, ECE-R79)
Copyright © Infineon Technologies AG 2017. All rights reserved.
* see Glossary
Source: VDA, BMW
16
Infineon's product portfolio fosters revenue growth in
ADAS/AD for the next decade
Today
Driver
Monitoring
Front
$
2020
2025
$
$
$
$
$
$
$
$
Rear/surround
$
SiGe* 77 GHz
$
$
$
$
$
$
$
$
SiGe* 24 GHz
$
$
$
$
$
$
$
$
$
$
$
RF CMOS
Others
Sensor fusion
$
$
$
$
Lidar
$
$
$
$
Actuators
$
Copyright © Infineon Technologies AG 2017. All rights reserved.
$
$
Sense
2017-05-11
$
Compute
Actuate
17
Glossary
›
ADAS: Advanced Driver Assistance Systems
›
AD:
Automated Driving
›
AI:
Artificial Intelligence
›
BCM:
Body Control Module
›
CC:
Central Computer
›
CPU:
Central Processing Unit
›
ECU:
Electronic Control Unit
›
FOTA:
Firmware Over-The-Air
›
GPU:
Graphics Processing Unit
›
MCU:
Microcontroller Unit
›
SoC:
System-on-Chip
›
VDA:
German Association of Automobile Manufacturers
›
V2V:
Vehicle-To-Vehicle
›
V2X:
Vehicle-To-Everything
2017-05-11
Copyright © Infineon Technologies AG 2017. All rights reserved.
18