Consumer Electronics Show January 4, 2006 Las Vegas

Transcription

1 Consumer Electronics Show 2006

2 Digital Consumer Convergence Executive Vice President and General Manager Home, Personal & Communications Products 2

3 Recent Changes in Regional Organizations North America Reza Kazerounian appointed CVP Japan New Manager- Marco Cassis Focus on expanding market share <1% market share overall, but Approximately 12% market share in automotive Greater China Created new regional structure for China, Taiwan and Hong Kong Bob Kryziak named to head this organization 3

4 ST s Organization President & CEO Carlo Bozotti ** COO Alain Dutheil ** SALES & MARKETING MANUFACTURING & TECHNOLOGY R&D PRODUCT GROUPS STAFF FUNCTIONS Asia Pacific Jean Claude Marquet Front-End Technology & Manufacturing Laurent Bosson** Home Personal Comm. HPC ** CFO Carlo Ferro ** Greater China Bob Krysiak Back-End Manufacturing Giordano Seragnoli Computer Peripheral CPG GianLuca Bertino Communication Carlo Ottaviani Japan Marco Cassis Automotive APG Ugo Carena Human Resources Patrice Chastagner Europe Enrico Villa** Memories MPG Mario Licciardello Infrastructures & Services Otto Kosgalwies North America Reza Kazerounian Micro Linear Discrete MLD Carmelo Papa Strategy & System Techno. Andrea Cuomo ** Emerging Markets Francois Guibert TQCR Georges Auguste ** Member of the Executive Committee 4

5 ST Targeted Markets Communications Wireless - Connectivity - Mobile Phone - Portable MM Networking Computer Peripherals Key Applications: Data storage Printers Imaging Monitors & Displays Optical mouse Digital Consumer Set-Top Boxes DVDs Digital TVs Digital Cameras Digital Audio Automotive Engine/body/safety Car radio Car multimedia Telematics HPC market Smart Cards Telephone Banking User ID Security 5

6 ST s Sales by Market Segment 2005 YTD (through Q3) sales of $6.5 B Telecom 33% Automotive 16% Consumer 18% Industrial and Other 15% Computer 18% 6

7 Leadership in Consumer 2004 Consumer Electronics market* = 43.5B$, +23.5% from 2003 ST s market share over 4%; experienced fastest growth among the top independent semiconductor suppliers (US$ M) 2004 Consumer revenues 2004 revenue growth vs 2003 (%) Samsung ST Sony Matsushita Toshiba Toshiba Sony Matsushita Samsung Renesas ST Renesas *isuppli November

8 2005 Dynamics Analog TV and Audio Sales declines in line with mature market dynamics DTV Strong demand and design wins for module solutions; idtv market volumes lower than expected Satellite Free to Air (FTA): Increased competition Europe: TAM declined US: Competition in low end MPEG2 boxes, while HD market transition slower than anticipated Cable Gaining market share in US, Europe and China Terrestrial Previous design wins translated into strong performance; positive momentum continues IP In production with HD and SD, with MPEG2 and H264; Many design wins continued throughout the year in H264 and VC1 8

9 2005: Maintaining Leadership #1 Free to Air #1 Cable #1 Satellite #1 IP Set Top Box 9

10 Digital Consumer Product Initiatives in 2006 Advanced Front End Solutions Advanced Decoder Offerings TV Solutions (idtv / HDTV) Audio Systems Portable Offerings Enhanced by: Advanced Middleware, Software and Security 10

11 Technology Shift continues in 2006 STi510x, STi5528, STi7710, STi710x, STi5300, STD % (ST revenues by process) 75% 50% 65nm 90nm 0.11um 0.18um 0.25um 25% 0% Source: ST 11

12 ST71XX Advanced Multimedia Family Set Top Box for Next Generation Satellite and Cable 90nm in volume production today IP-Set Top Box Voice, Data, Broadcast STi7100 All Format Decode MPEG2 SD/HD H264/VC1 SD/HD Full Range Audio DVD-HD and Combos Media-Centres, HD DVD Automotive Multimedia Navigation, DVD, Audio 12

13 Next Generation Platform: Dual HD Decoder STi7200 Market: dual advanced codecs HD decoder idtv with advanced codecs Dual TV STBs Media Servers (high-end DVR with connectivity) HD-DVD and Blu-Ray full capability High end IPTV Core Technologies VLIW ST231 core, ST40 CPU core Latest generation of DRM Single chip solution, process 65nm Sampling mid 06, Production ramp-up H

14 Front-End Demodulators STB0297E Cable STB decoders 2006 TAM growing in China market STB0900 Satellite STB decoders 2006 TAM growing with HDTV satellite deployment STB0373 ATSC STB decoders and TV plug-in module 2006 TAM for plug-in growing with FCC mandate for having digital tuner in TV with screen >25 All 90nm technologies, all planned for 2006 production! 14

15 Business Growth Standard Definition Free to Air and Terrestrial 5105, 5118 in.11µm in volume production 5188 single chip front-end back-end 90 nm solution in production mid 2006, multiple design wins for FTA Cable Strong demand in China, due to QAMi5516, with 5 largest operators and hundreds of others DOCSIS at major European operators IPSTB Enjoying very high volume production: France, Italy STB with DVR 5528, TiVO replacement sole supplier DVD Automotive, Combo & Media Center products 15

16 Business Growth High Definition Satellite In production for large European operators (Germany, France) in H264. Designed in for high volume and DVR solutions with the two largest operators in the US Cable Continued growth with SA in the US Europe ramps up in 2006 (UK, Germany, France, Netherlands) Terrestrial In production for H264 in France (Canal +) IPSTB In production for major European Telcos (France, Italy, Spain, Belgium) Design wins in the US, Asia Retail MPEG2 HD brick in US 16

17 Business Growth - Digital TV idtv STD nm, several design wins in Asia (China, Korea, Japan) and Europe for 2006 production idtv STD1000 Cost reduction of STD2000, samples in Q2 06 DTV modules: 51xx/77xx In production with European and Japanese customers for STi5105 plug-in 6 design-ins with STi7710 for modules with Chinese manufacturers. Ramp-up in Q1 O6 820x Sound processor in volume with Tier 1 Korean and Chinese customers 17

18 Audio: Digital Class D Amplifiers Home Systems STA517B High Power High Efficiency Production Q3 06 Flat Panels Displays STA333BW Production Q2 06 STA333W Production Q3 06 STA533W Production Q4 06 Single Die (Signal Processor and Digital Power) Personal Media Players & Accessories Low voltage extends battery life STA539 Production Q2 06 STA529/STA519 Production Q

19 Audio: Portable with Bluetooth The BlueTooth Stereo Headset solution STA529BT Samples Q3 06 Prod planned Q4 06 STA529BT STLC 2500 SBC Class D HP BT Modem Decoder modulator Driver AUDIO TERMINAL RF DIGITAL DECOMPRES- SION & SIGNAL PROCESSING BASE- BAND DIGITAL POWER 19

20 Rich Portfolio for Portable Multimedia Application Processor, Camera, Image processing Connectivity, Audio, Power Management, Memories Mobile TV Bluetooth FM-Radio DVB-H A-GPS MEMS 20

21 2006 Focus Maintain Leadership position in digital consumer with advanced codecs and HD Manage high revenue growth in multimedia phones Apply Home and Phone know-how to new generation of Portable terminals 21

22 Q & A