英飞凌X海尔联合研讨会｜绿色智能家居：英飞凌汽车电子解决方案介绍

海尔-英飞凌联合研讨会

AbuBu

Aug2023

public

20230504

AboutATV

Automotiveshapesthefutureof

mobilitywithmicroelectronics

enablingclean,safeandsmartcars

2

>30,000customersaroundtheglobe

>40%–distributionshareofATVrevenue

>8.8billionATVpartsdelivered

(>16,700partseveryminute)

~3,000differentproducts–industry‘sbroadestautomotivesemiproductportfolio

ATVataglance–fiscalyear2022Weshapethefutureofmobility

45%–largestInfineondivision(revenue)

world’s#1automotivechipvendor

6BusinessLines;5RegionalCenters;

11DivisionFunctions

locations:>20R&D;7

FE,10BE

2023-06publicCopyright©InfineonTechnologiesAG2023.Allrightsreserved.3

All-time-highofUS$59.5bnoftheglobal2022automotive

semiconductormarket–withInfineoncontinuouslybeing#1

Marketsharesoftop5automotivesemiconductorvendors

Infineon NXP STMicroTexasInstr.Renesas

12.4%

11.6%8.8%

8.3%7.9%

-totalmarketgrewby27.4%y-y,reachingall-time-highof$59.4bn;marketgrowthclearlysupportedbycontent-per-cargrowth

-Infineon#1inpowersemiconductorsduetohighexposureinxEV

-#2inMCUsforthefirsttimeever,drivenbyoutstandingsuccessinAURIX™design-winmomentum

-Undisputed#1inautomotiveNORFlashmemoryICs

-#1inChinaandS.Korea;#2inEuropeandJapan

PowersemiconductorsMicrocontrollersSensors

Infineon STMicroTexasInstr. onsemiRohm

21.1%

13.2%

11.9%8.8%

8.4%

31.9%

Renesas

27.3%

Bosch

20.3%

Infineon

23.7%

onsemi

11.2%

NXP

23.1%

Infineon

8.4%

STMicro

8.8%

ADI

5.5%

Microchip

7.5%

Melexis

TechInsights(formerlyStrategyAnalytics):AutomotiveSemiconductorVendorMarketShares2022.April2023

2023-06publicCopyright©InfineonTechnologiesAG2023.Allrightsreserved.4

Infineondefendeditsglobal#1position,became#1againinChinaandconfirmedstrongpositioninKoreaandJapan

12.4%13.8%

16.2%

13.6%

12.4%

8.7%

#1#1#1#2#2#3

WorldChinaS.KoreaEuropeJapanNorthAmerica

2022

Infineon’smarketshareandpositionforautomotivesemiconductorsbyregion

TechInsights(formerlyStrategyAnalytics):AutomotiveSemiconductorVendorMarketShares2022.April2023

2023-06publicCopyright©InfineonTechnologiesAG2023.Allrightsreserved.5

Wedelivertrustedsolutionsdrivingcustomersuccessbycombiningpremiumproducts&premiumservices

Howwedifferentiatefromcompetition

PremiumProductsandSolutions

&

PremiumServices

OperationalExcellence,Quality,SalesSupport,Application

Support,R&D,Distribution

›Wehavethemostbalancedportfolioofsensors,

microcontrollersandpowersemiconductors

›Passionforinnovationandquality

›Oursystemknowledgeincreasesthevalueforour

customers

›OurfocusisonZeroDefect

›SolutionsthatsafeguardcomponentinteroperabilityandcomplywithISO26262functionalsafetyrequirements

›Expertservice(technical,quality,…)localtoourcustomerssites

›Consultative&trustedadvisortoassistcustomerR&D

›Operationalexcellencecoveringthefullproductlifecycleprocess(savelaunchtoEOL)

›Disaster&tightsupplymanagementprocesses›Digitizedshort,mid&longtermcapacityplanning›DedicatedCLMorganization

›ContinuouslyinvestingforreactingquicklytoaddfuturecapacityenablingourCustomerstogrow

2023-06publicCopyright©InfineonTechnologiesAG2023.Allrightsreserved.6

InfineonhasbroadproductportfoliocoveringtheentirerangeofautomotiveapplicationswithNo.1globalmarketposition

BodyCluster/InfotainmentChassisPowertrainADAS/AD

Sensors(magnetic,pressure,radar,current,3DToFREAL3™,PSoC™AutomotiveMultitouch,PSoC™withCAPSENSE™)

MCUs(AURIX™)

MCUs(EmbeddedPowerICs,PSoC™Automotive,TRAVEO™)

Memory

(NORFlash,SRAM,nvSRAM,F-RAM)

Power(MOSFETs,IGBTs,modules,driverICs,powerICs,LDOs,PMICs,USBType-CPD)

Connectivity

(USB)

Applicationexamples

›HVAC

›Doorcontrol›Pumps

›Seatadjustment

Connectivity

(Wi-Fi,BT,BLE)

›Instrumentcluster›In-cabin

entertainment

›Touchcontrol

›In-cabincharging

›Braking

›Steering

›stabilityprogram›Suspension

›Enginemanagement›Transmission

›Maininverter›Auxiliaries

›Speedcontrol

›Emergencybraking›Blindspotdetection›Sensorfusion

2023-06publicCopyright©InfineonTechnologiesAG2023.Allrightsreserved.7

InfineonhasbroadproductportfoliocoveringtheentirerangeofautomotiveapplicationswithNo.1globalmarketposition

2023-06publicCopyright©InfineonTechnologiesAG2023.Allrightsreserved.8

Comprehensiveproductofferingofautomotivesemiconductorsbasedondedicatedtechnologies

Sense

Secured

Compute

Store

Sense

ComputeandStore

Connect

Radar(24GHz,60GHz,77GHz)

HYPERRAM™2.0

Magnetic

TRAVEO™T2GAURIX™

SEMPER™NORFlash

3DImage/

Power

Secured

ToFCameraREAL3™

PSoC™

EXCELON™F-RAM

Automotive

Pressure

Current

TriCore™

ConnectivityICs

Transceivers

AutomotivePowerICs

XENSIV™

MEMSmicrophone

PowerSemiconductors

MOSFETs

SystemBasisChips

AutomotivePowerICs

Power

3Bluetoothi

MERUS™

audioamplifier

SupplyICsUSB-CPD

Controller

OPTIGA™TPM

SLI37

SLS37V2X

SEMPER™SecureNORFlash

TRAVEO™T2G

AURIX™

2ndgeneration

2023-06publicCopyright©InfineonTechnologiesAG2023.Allrightsreserved.9

Outstandingautomotivequalitywithanall-timelowindefectpartsperbillion(ppb)whileshippingrecordvolumes

In2022,theppmratewentevendownto60ppb

10

9

8

ShippedVolume[Billion]

7

6

5

4

3

2

1

0

volumeof>8.8billionunits

0.9

0.8

shipped

8.8

0.7

0.6

FailureRate[ppm]

0.5

0.4

0.3

0.2

0.1

0

60ppb*

201120122013201420152016201720182019202020212022

FiscalYear[Oct-Sep]

Ourpath

Wedowhatwepromise.

That'squalitymadebyInfineon.

Ouraspiration

Zerodefectregardingthecommitted

›functionality

›reliability

›time

›volumeandcost

Ourfoundation

InternationalstandardssuchasISO9001,IATF16949,AS9100,IEC17025,ISO26262

*Datecode:defectsperbillion

2023-06publicCopyright©InfineonTechnologiesAG2023.Allrightsreserved.10

2023Feb

Zeekr

Excellentcontributionaward

2023Feb

GAC

Excellentsupportaward

2023Mar

FAWBesturn

BestCooperationPartnerAward

2023Mar

GWM

CollaborativeContributionAward

2023Mar

SAIC

ExcellentSupplierAward

2023Mar

LiAuto

SupplierSecurityAward

2023Mar

XingYu

LoyalCooperationAward

2023Apr

ZEEKR

BestQualityAward

2023Apr

JMC

StrategicPartnerAward

2023Apr

Desay

ExcellentQualityAward

2023Apr

CYM

BestQualitySupplier

2023May

CHCNAV

StrategicPartnerAward

2023May

Xpeng

ReliablePartnerAward

Customerrecognition2022to2023H1

2022Mar

ChangAn

SupplyContributionAward

2022Apr

DESAYSV

Specialcontributionaward

2022Jul

Nio

NioGuardianAward

2022Jul

HASE

SpecialContributionAward

2022Jul

FAWHongqi

SemiconductorPlatformSupplier

2022Aug

DFLZM

SameCoreCooperationAward

2022Aug

HASCO

TechnologyInnovationAward

2022Sep

Chery

BestSupportAward

2022Sep

Yanfeng

ExcellentSupplierAward

2022Nov

VMAX

BestSupplierAward

2022Nov

BYD

OutstandingPartnerAward

2022Dec

CATL

ExcellentQualityAward

2023Jan

Kostal

AwardlaunchingD2PAK-7SiCMOSFETforNextOBCgeneration

2023Jan

Chery

CollaborativeInnovation&SpecialContributionAward

2023-06publicCopyright©InfineonTechnologiesAG2023.Allrightsreserved.11

Ourthreecorebeliefsreflecttheautomotivemegatrendsascarsbecomeclean,safeandsmart

Adriverbecomesapassenger

Acarbecomesasmartercar

Zeroemissionbecomes

real

2023-06Copyright©InfineonTechnologiesAG2023.Allrightsreserved.12

20230504

AboutChina

AutomotiveMarket

Decarbonizationanddigitalizationarethekeytrendsoftheautomotive

industry

13

Thefutureofmobilitywillbecarbon-neutral,autonomousandfullyconnected

›PositivemomentumforNEV

expectedtocontinue:moremodels,densercharginginfrastructure,

emissionregulations,etc.

ChinaNEVshare(1)oftotalPVproduction

munits

40

30

20

10

0

29

26

21

59%

40%

16%

2021

2025NEV

2030ICE

AutomatedDriving

Electromobility

Connectivity

›GrowthofL2andL2+areexpectedtocontinue

›SignificantgrowthisexpectedinChina

market,drivenbyaggressiveADAS

deploymentparticularlybyChineseOEMs

›Userexperiencebecomesadifferentiator

›Zonearchitecturesreshapethecarelectronicsandconnectedservicesimproveinvehicleexperience

Chinaautomatedcarshare(1)oftotalPVproduction

Chinaconnectedcarshare(2)oftotalPV+LCVsales

munits

munits

40

30

20

10

0

29

26

21

70%

61%37%

40

30

20

10

0

2831

24

88%

100%

44%

2025

2021

Connectedcar

Non-connectedca030

202120252030

L1-L5L0

1DatasourcebyIHSMarkitAutomotive|2DatasourcebyPwC

2023-06publicCopyright©InfineonTechnologiesAG2023.Allrightsreserved.14

Chinaautomotivesemiconductormarketsizeincreaserapidly

›BEVsemicontentareexpectedtogrow~50%from~$1,0002021to~$1,500by2027

›Infineonaddresses100%ofpowersemiconductorsforalldrivetrains

Chinapowertrainsemi.market

bn$

x2.7

13.7

8.7

5.0

202220252030

ChinaNEVsemimarket

Acarbecomesasmartercar

Adriverbecomesapassenger

Zeroemissionbecomesreal

›Technology+Trust=AutonomousDriving

›Dependabilityisthekeydriverforthemegatrendautomateddriving

›GamechanginginnovationsfromInfineonaredefiningthedigitalcockpitoftomorrow

›Software-definedcarswillbecomearealitythrougharchitectural

transformation

Chinazonalcontrollermarket

ChinaADASsemi.market

bn$

x5

11.9

5.6

2.4

bn$

x32

9.0

0.32.6

202220252030

ChinaADASsemimarket

202220252030

Chinazonalcontrollermarket

DatasourcebyTechInsights

2023-06publicCopyright©InfineonTechnologiesAG2023.Allrightsreserved.15

20230504

AboutInfineonsystemsolution

‒Greenmobility

16

Infineonoffersthemostcomprehensivesystemsolutions

addressingallxEVsegments:pureEVsandalltypesofhybrids

SiCandIGBT

forhigh-voltagebatteryinFHEV,PHEV,BEV

MOSFETs

for48VMHEV

Modules

Chipembedding

Currentsensors,magneticsensors

AURIX™DriverICs

Sensors

MCUs

Drivers

Powersemiconductors

Infineonoffersafullportfolioforthecontrolloopofanelectriccar

Rotorpositionsensor

High-voltagegatedriver

Baredie

Discretes

Baredie

Discretes

Powersupplyandcommunication

PowersupplyICBoardnetworktransceivers

2023-06publicCopyright©InfineonTechnologiesAG2023.Allrightsreserved.17

OneInverter:OneInfineon

Oneinverter,oneInfineon

‒Systemsolutionforeasy,fastdesign

Fasttimetomarket

‒Referencedesign<=300KWinverter

Freedomofchoice

‒IGBT&SiCin750/1200Vscaleuptoyourpreferredpowerclass

‒HybridPACK™DriveCoolSiC™G2continuousoperationat175°C

‒EiceDRIVER™gatedriverG3optimizedforCoolSiC™

Spaceoptimization

‒Integrationofcorelesscurrentsensor(withoutmagneticconcentrator)

2023-06publicCopyright©InfineonTechnologiesAG2023.Allrightsreserved.18

RapidexecutionofourBMSstrategyshowinggreatsuccess

SelectedbalancingICcustomers

High-volumeOEM

PremiumcarOEM

NETAAuto

ChinesebusOEM

Infineon’scomprehensiveBMSportfolio

PMIC

Transceiver

MCU

F-RAM

Powerswitch

Pressuresensor

Gassensor

Currentsensor

WirelesscommunicationsICs

BatterymonitoringICs

JapaneseOEM

Auxiliariesforthermalmanagement(e.g.,fan,pumpetc.)

MotorcontrolIC

SecurityIC

MOSFET

>>BMSBoMof~€100pervehicle

2023-06publicCopyright©InfineonTechnologiesAG2023.Allrightsreserved.19

20230504

AboutInfineonsystemsolution

‒Automateddriving

20

ThecarofthefutureisdrivingdigitalizationinmanyaspectsandInfineonprovidestheingredients

infotainmentandHMI

›seamlessdigitalentertainment›always-on,secureconnectivity›intuitiveuserinterface(UI)

ADAS/AD

›objectrecognition

›advancedspatialsensing

software-over-the-air

›remoteOSupdates

›securefeatureupgrades

›NORflashmemory›securitysolution

›MCU(AURIX™,TRAVEO™2,PSoC™)›Wi-Fi,Bluetooth®,USBTypeC

›touchcontrollerwithCAPSENSE™

›MCU(AURIX™,TRAVEO™2,PSoC™)›radarsensor

›NORflashandRAMmemory

comfort/premium

›automaticexteriorandinteriorlighting›passenger-specificautomaticsettings

digitalinstrumentcluster

›real-timedriverinformation›user-specificdigitalcontent

›MCU(AURIX™,TRAVEO™2,PSoC™)›NORflashandRAMmemory

Carofthefuture

›MCU(AURIX™,TRAVEO™2,PSoC™)›pressureandmagneticsensors

›LEDdriverICs

trendsexamplesofbenefittingproducts

2023-06publicCopyright©InfineonTechnologiesAG2023.Allrightsreserved.21

Dependabilityisthekeydriverforthemegatrendautomateddriving

Technology

Trust

AutonomousDriving

Dependabilitydefinition|n.

Thequalityofbeingtrustworthyorreliable;trustinsafety

2023-06publicCopyright©InfineonTechnologiesAG2023.Allrightsreserved.22

Trustrequiresdependablesystemswhicharealwaysavailable

Sense

Act

Interpret&decide

DependableSensors

DependableActuators

DependableComputing

drivingdomaincontroller

sensorfusiondecisionmaking

centralgateway

specialized

sensorprocessor

DependableMemory

Securedcommunicationandauthentication

Dependablepowersupplyanddistribution

Dependablesystemsrequiresecuredsystems,which

alwayssense!alwayscompute!alwaysact!arealwaysconnected!arealwayspowered!

2023-06publicCopyright©InfineonTechnologiesAG2023.Allrightsreserved.23

InfineonNORFlashmarketfocusandposition

Leadershipinhigh-performance,high-density,reliable,functionallysafeandsecureNOR

SEMPER™SecureNORFlashannounced:

-World'smostsecureNORFlash

-Hardwareroot-of-trust

-End-to-endprotection

-Flexiblearchitecture

-Combinedfunctionalsafetyandsecurity

Reliability

Performance

Security

FunctionalSafety

MemoryRegionAccessManager

45-nmMIRRORBITTMNORFlashArray

WithUserConfigurable

Secured/Non-Secured

Regions

UniqueDeviceSecret

Symmetric/AsymmetricKeyProvisioning

Nonvolatile

MonotonicCounters

TrueRandom

NumberGenerator

Diagnostics

ErrorCorrectionCode

EnduraFlex™

SecureBoot

(TCGDICE)

KeyManagement

SideChannel

AttackProtection

arm®

Cortex®-M0

CryptoEngine

SecureTransactions

InterfaceandDataCRC

SafeBoot/RESET

SerialMemoryController

QuadSPIOctalHYPERBUS™

2023-06publicCopyright©InfineonTechnologiesAG2023.Allrightsreserved.24

20230504

AboutInfineonsystemsolution

‒UserexperiencemeetsnewE/Earchitecture

25

Software-definedcarswillbecomearealitythrougharchitecturaltransformation;Infineon’sMCUstowinbighere

DomainarchitectureMixeddomain/zonearchitectureFullcarcomputer

Telematics

Telematics

Telematics

CentralECU

Gateway

Centralcarcomputer

Info-tainment

ADAS

Vehiclemotioncontrol

Vehiclemotioncontrol

Info-tainment

ADAS

Body

Fullcarcomputer

ECUincl.InfineonMCUsmartsensor/smartactuatorincl.InfineonMCU

NewE/Earchitecturesofferbenefitsof‒Hierarchicalsoftware

‒Fail-operationalpowerdistribution‒Optimizedpowermanagement

‒Reducedwiringharnesses

...leadingto

‒Moresmartactuators‒Moresmartsensors‒Higherredundancy

~€1.6bn~€4bn

‒Dependableelectronics

...furtherfuelingInfineon’sMCUgrowth

~2.5x

Infineon’sMCU

revenuegrowth

FY22FY27e

2023-06publicCopyright©InfineonTechnologiesAG20