Infineon Technologies AG

Investor Presentation • Dec 11, 2019

Liberum Future of E-Mobility Conference

Semiconductors enabling Automated Driving

Hans Adlkofer, VP Automotive System Group London, 11 December 2019

Agenda

1	Automated Driving
2	Sensor technologies
3	Computing Requirements
4	Dependability Requirements

Long-term semi content drivers intact; improved market position in all addressed product categories

L2+ becomes the new L3 as legislation is delayed; but features will be implemented

Legal regulation

› it requires that the vehicle is under continuous control of the driver (Art. 8 UN regulation) › it doesn't allow the approval of "Autonomous Steering Systems" (ECE) in normal operation without human activation (e.g. flashing indicator)

L2+ = L3 function + L2 driver obligation (e.g. )

› Driver need to intervene and rapidly take over control of the vehicle when automation fails

• Daimler's "Drive Pilot" solves the issue of unclear / undefined L3 regulation:
• › the fallback-ready user must resume manual driving at any time
• › the "driver readiness" is continuously monitored
• › the driver is not permitted to sleep or to leave the driver seat
• › autom. lane changes are not allowed

https://www.daimler.com/innovation/case/autonomous/drive-pilot-2.html

› Driver assistance system is capable of controlling speed and direction but requires an attentive driver

The architecture must change to support xEV, AD, SOTA and enabling MaaS while balancing system cost

• › ADAS and AD requires hierarchical architecture
• › Manage complexity introduced by new/advanced functionalities
• › Address increased safety and security requirements
• › Increase flexibility and enable "upgradability" (SOTA)
• › Optimize system cost at low power consumption

Different OEMs approaches (evolutionary or disruptive)

These approaches can be clustered with good approximation into the following categories:

Domain Control Domain Integration Zone Architecture Car Computer

AD = automated driving; SOTA = software over the air; MaaS = mobility as a service

	today	start of production: 2023/24	start of production: 2025/26	start of production: 2028/29
Volume OEMs (up to L2)	Distributed	Domain integration	Hybrid zone-low	Hybrid zone-mid + car computer
Premium OEMs (up to L2+)	Domain controllers	Various directions - System in transition - Higher domain integration - Zone-low & mid	Hybrid zone-mid	Car computer

Note: most probable scenario seen by Infineon

Increased sensor requirements drive the content in the next five years and beyond

More sensors required for any next level of automation

	NCAP 5 Star, AD L2	AD L2+/L3	AD L4/L5
	Automatic emergency brake/ forward collision warning
Application*	Parking assist		Valet parking
	Lane keep assist	Highway assist	Highway and urban chauffeur
Radar # of modules**	Corner MRR/LRR ≥ 3 New: Corner; starting 2020	MRR/LRR ≥ 6 Corner	Imaging ≥ 10 Surround
Camera # of modules**	≥ 1	≥ 4	≥ 8
Lidar # of modules**	0	≤ 1	≥ 1
Others	› Ultrasonic	› Ultrasonic › Interior camera	› Ultrasonic › Interior camera › V2X

* Source: VDA (German Association of the Automotive Industry); Society of Automotive Engineers

** market assumption

We need 3 sensor technologies to have always data from two sensors available 2 out of 3

Note: first technology shows best performance

Vision Zero – AD requires failure-tolerant availability of the system, "better than a human"

Vision Zero – AD requires failure-tolerant availability of the system, "better than a human"

Vision Zero – taking the next step from functional safety to failure-tolerant availability

A failure-tolerant system with high availability relies on dependable key functionalities

AURIX™ first-choice microcontroller dependable systems enabling ADAS/AD platforms

• › AURIX™ family provides leading technology for sensor fusion either as main fusion computer for L1/L2 or as host controller for higher autonomy levels.
• › Major OEMs from Europe, Japan, Korea, China, and North America will ramp production in 2021.

Average semiconductor content per car by level of automation at the given years

Semiconductors enable the future of driving: More safety, more comfort, less pollution

› semiconductors enable ~80% of innovation in automotive

• › automated vehicle will increase safety and comfort, but also support CO² reduction
• › dependable electronic systems are needed in order to enable safe and secure automated driving
• › a connected car requires a secure system architecture combined with hardware-based security which will provide the appropriate level of protection