the future of power semiconductors apec...

www.fairchildsemi.com

High Voltage Product Group

Dr. Taehoon Kim Vice President

Functional Power Group Investor ConferenceFebruary 22nd, 2007

San Jose, CA

2

High Voltage Business Overview

(Est. SAM ‘06: $4.3billion)

FPD & Ent16%

Motion Cntl6%

Lighting12%

Indus Pwr17%

Pwr Supply49%

SAM $1.8BSAM $0.6B

SAM $0.8B

SAM $0.3B

SAM $0.8B

3

Key Trends in Market

Energy Saving and High Efficiency !In 2006, US Department of Energy has enforced a seasonal energy efficiency rating (SEER)

standard for residential central air conditioners which requires 30% more power efficiency

compared to the previous SEET standard

New regulations from government agencies in EU

JP government needs extra 20% higher efficiency versus current efficiency level to meet

Kyoto Protocol by 2010, particularly in air-conditioners and refrigerators

CN government pressuring for energy efficient solutions due to insufficient power

What is our SOLUTION ?

4

High Voltage Strategy

1. Invest in SILICONtechnology to reduce cost and increase power efficiency, improving margins and expanding SAM into focused segments

2. Leverage SYSTEM & PACKAGE technology to drive development of highly integrated and cost effective functional power products

Become more important to our customers and beat the competition with segmentation and product differentiation

HIGH VALUE to

Customers

5

High Voltage Financial Overview

High Voltage

0

250

500

2003 2004 2005 2006

(in $

M)

0%

5%

10%

15%

20%

25%

30%

35%

GM

%

Revenue GM%

6% revenue CAGR

mid 30’s GM%

6

Margin Distribution

LT10% 10%~20% 20%~30% 30%~40% 40%~50% MT50%

2006Q1 2006Q2 2006Q3 2006Q4 2007Q1

LT10% 10%~20% 20%~30% 30%~40% 40%~50% MT50%

FY2004 FY2005 FY2006

Margin distribution improvement due to mix out and new product introduction

HV is selling new, more profitable products to already owned sockets


Strategic Segments

8

Position & Solution : Power Supply

(Source from Fuji Chimera, Darnell, IMS)

cf) * : 2005~2009, ** : 2006~2009, *** : 2007~2009

SupreMOS, SuperFETPT3/5 MOSStealth2/HF2 SiC SBD80Plus modules (Power SPM) Telecom modules (Power SPM)SR modules (Power SPM)

New ProjectsNew Projects

Marg

in

E M E R G I N G F O C U S

H A R V E S T SELECTIVE FOCUS

● SERVER/TELECOMSAM $306MCAGR 12%*

● DIGITAL CONSUMERSAM $740MCAGR 16%*

● GENERAL SILVERBOXSAM $232MCAGR -2%*

● CHARGER/ADAPTORSAM $899MCAGR 5%*

● 80PLUS (SILVERBOX)SAM $78M CAGR 202%**



● SERVER/TELECOMSAM $306MCAGR 12%*

● DIGITAL CONSUMERSAM $740MCAGR 16%*

● GENERAL SILVERBOXSAM $232MCAGR -2%*

● CHARGER/ADAPTORSAM $899MCAGR 5%*

● 80PLUS (SILVERBOX)SAM $78M CAGR 202%**

Key TrendsKey Trends

Market move towards digital power control & conversionEmergence of 80Plus (PFC + 2TR forward)Need for PFC in high end adaptor Synchronous rectification for totalefficiency improvement throughminimal stray impedance and enhanced system reliabilityIncreasing importance on powerefficiency

9

Position & Solution : Indus PowerM

arg

i n



● IH APPLICATIONSAM $160MCAGR 10%*

● UPSSAM $104MCAGR 9%*

● WELDERSAM $95MCAGR 3%*

● SOLAR INVERTERSAM $44M CAGR 25%*

● GENERAL E-BIKESAM $50MCAGR 11%*



● IH APPLICATIONSAM $160MCAGR 10%*

● UPSSAM $104MCAGR 9%*

● WELDERSAM $95MCAGR 3%*

● SOLAR INVERTERSAM $44M CAGR 25%*

● GENERAL E-BIKESAM $50MCAGR 11%*


cf) * : 2005~2009, ** : 2006~2009, *** : 2007~2009

FS IGBT 600V, 900-1200VNPT trench IGBTPT3/5 MOSIH modules (Power SPM) Solar inverter modules (Power SPM) Welder modules (Power SPM)UPS modules (Power SPM)



Industrial power hot spot : induction heating, UPS, solar inverter and welderGrowth in renewable energy systems : Emergence of photovoltaic invertersGrowing adoption of high end powersemiconductor for general industry

10

Position & Solution : FPD & EntM

arg

i n



● PDP TVSAM $470MCAGR 35%*

● CAR AUDIOSAM $90MCAGR 2%*

● CLASS-D AMPSAM $28M CAGR 19%*

● LED BLU for LCD TVSAM $24M CAGR 266%***

● CRT TVSAM $260MCAGR -8%*

● CRT MONITORSAM $34MCAGR -22%*

● CCFL BLU for LCD TVSAM $49MCAGR 32%*


cf) * : 2005~2009, ** : 2006~2009, *** : 2007~2009

Trench IGBT & MOSFET (200V~400V) for PDP Visual SPM for PDP (Sustain + ER block, Reset S/W + Pass S/W) Visual SPM for class-D Amp Visual SPM for LCD Backlight unit



Termination of analog television andemergence of DMB for FPD businessCompetition between PDP and LCD: Set cost reduction and enhanced system efficiency

- PDP TV : Transfer to full HD classLCD TV adopts Super IP board (backlightinverter power from LV to HV) Environmental regulation in Europegives opportunity to LED Backlight unit - LED’s replacement of CCFL in FPDfrom ’07

11

Position & Solution : LightingM

arg

i n



● LFLSAM $165MCAGR 4%*

● HIDSAM $27M CAGR 8%*

● HALOGENSAM $24MCAGR 7%*

● CFLSAM $145MCAGR 8%*

Marg

in



● LFLSAM $165MCAGR 4%*

● HIDSAM $27M CAGR 8%*

● HALOGENSAM $24MCAGR 7%*

● CFLSAM $145MCAGR 8%*


cf) * : 2005~2009, ** : 2006~2009, *** : 2007~2009

SupreMOSSuperFET 600V (4A/5A/7A) in DPAK (SMD) and IPAK UniFET 200V~600V 60V~100V, 200V (N/P Channel) MOSFET in D/D2PAK for CCFLFRFET 4/5/600V (D2PAK) for HID



Governmental regulations in AM/EU against magnetic ballasts in ‘05 and banning in ‘10Dimming technology and HIDvehicle headlamps are increasing in demandLED is expected to replace general lamps from ‘09

12

Position & Solution : Motion CntlM

arg

in



● VACUUM CLEANERSAM $4M, CAGR 107%*

● PUMP $5M, 41%*● DISH WASHER

$55M, 35%*● REFRIGERATOR

$48M, 17%*

● INDUSTRIAL INVERTER SAM $550M, CAGR 8%*

● AIR-CONDITIONER $193M, 14%*

● FAN MOTOR $125M, 16%*

● WASHING MACHINE$98M, 24%*

FPDU 1/2/3/4SPIM CI / SPM InverterSPM2 V4, SPM3 V4SPM5 V2-SMD, DIP / MV-SPM5SPM4-SRM SPM6 (9SIP)



Emerging market : D/W, small refrigerator (120~140w), dryer fans, pump and forkliftGoing to inverter type- Strong need for energy saving- Inverter drives for industrial appl.BLDC motor drives in white goods starts to be popularGrowing need for high reliability &safety : Functional power opportunity


cf) * : 2005~2009, ** : 2006~2009, *** : 2007~2009


Silicon Technology Advancements


SupreMOSFor Power Supply

15

QFET vs. SuperFET vs. SupreMOS

QFET @ same R(ds)on

SuperFET SupreMOS4x more die!

16

Die Size Comparison

SupreMOSQFET C-series SuperFET

Die Shrink, 40% @ same drain current

Die Shrink, 35% @ same drain current


Field Stop IGBTsFor Motor Control & Induction Heating

625um 85um Human hair :108um

18

Technology Trends

P-collector

n-

collector

P - base

n+

emittergate

FSL

N-drift

collector

gateN+

P well

Field-Stop

emitter

N-drift

collector

gateN+

P well

NPT

emitter

Buffer

N-drift

collector

gateN+

P well

PT

emitter

Trench NPT

P-collector

n-

collector

P - base

n+

emittergate

F/S layer

• Better performance:

Lower on-state loss and switching loss, and more rugged

• More cost effective:

Smaller chip size, simpler process with wider applicability

Trench FS

19

Die Comparison

FS Trench IGBTNPT Trench IGBTNPT Planar IGBT

45% Die Shrink, 30% lower Vcesat

@ same collect current

20% Die Shrink, 20% lower Vcesat

@ same collector current

* Reference : 25A/ 1200V


High Voltage Functional Power Products

21

Integration for Higher Value

Integration of Discrete Components

Protection Considerations

Manufacturing Impact

LVICs or

Buffer ICs

HVICsIGBTs/FRFETs

and Diodes

A protection circuit using external analog components causes time delays and noise

Built-in HVIC and LVIC/Buffer IC with

protection circuit

Needs optimization for switching and short circuit dynamics using external components

SPM optimizes driving

characteristics for built-in power

devices

Design Considerations

- Reduced total system cost- Reduced development time- Easy socket- Design flexibility- Optimized control flexibility- Higher reliability- Enhanced noise immunity

SPM, which integrates all diverse components, enhances productivity while simplifying manufacturing

Assembling the parts can increase manufacturing time and cause low yields.

22

Besides integration…

Higher Value Sol:- Cutting edge technology

- Optimized system performance

- Quick design cycles

- Highest quality and reliability

Simplified Design:- Fewer components to choose and lay out

- Highest power efficiency

- Lowest radiated andconducted EMI

- Rapid time-to-market

Streamlined Mfg:

- Reduced board spaceand heatsink

- Lower number of inserts and solder joints

- Reduced test and visual inspection time

• SPMs are rich in features and customer benefits• The value is uniquely defined by the customer’s

design, manufacturing and business needs

23

Major Success Stories (1)

Daikin Industries with FSBS10CH60F,

FSBS15CH60F, FSBS8CH60T, FSBS10CH60T etc

for air conditioner

LG Electronics with FSBS15CH60, FSBS10CH60,

FSAB20PH60, FSAM20SM60A and FSAM30SM60A

for air conditioner and washing machine

Samsung Electronics with FSBS15CH60 and

FSBS5CH60AS for air conditioners and refrigerator

Toshiba Carrier Corporation with FSBS10CH60,

FSB50325T and FSB50550T for air-conditioning systems

Fujitsu General with FSBB20CH60, FSBS10CH60

and FSBS15CH60 for air conditioner

24

Major Success Stories (2)

Grundfos with FSBS3CH60 and FSB50450 for

water circulation pump and precision pump systems

A major company in Germany with FSB50250S

for water circulation pump

A major company in Japan with FTBV1SH25,

FTBVP5SH50 and FTBV1SH50 for 3-phase BLDC motor

LG Electronics with FVP18030IM3LSG1 for sustain

block and FVP12030IM3LEG1 for energy recovery

block of 50 inch full HD PDP television.

Many projects for open markets and customized products are on design progress for WW leading companies in various consumerand industrial area

http://www.sungshinkorea.co.kr/bldcmotor_01_2.htm

25

External View of SPMs

SPM5 Series

SPM3 Series

44x26.8

29x 1254x29.5

45x28

60x31

SPIM Series

95x55

SPM2H, SPM2 Series

SPM4 SIP2 SeriesSPM4 SIP1 Series

10.5 x 2626.2x 10

SPM6 SIP9


Motion SPMfor Motor Control

27

Motion SPM driving Energy Savings

28

Motion SPM Product Portfolio (1)

29

Motion SPM Product Portfolio (2)

30

Complete solution for refrigerators and air conditioners

FPDU (Functional Power Drive Unit)Market Trend

• Board design (hardware) : Smaller, Simple & Robust Design• Controller design (software) : Sine-wave vector control for BLDC drives / PFC Control

Strategy• Provide total solution- Accelerate Design-win time - Strengthen SPM promotion and

lead the market• Strategic collaboration with major semiconductor suppliers

FPDU1 (For Refrigerators)

FPDU2 (For Air-conditioners)

DSPDSPSMPSSMPS

PSCMPSCM SPM3SPM3

DSPDSPSMPSSMPS

PSCMPSCM SPM3SPM3

125mm

96mmPSCMPSCMSPM3SPM3

125mm

96mmPSCMPSCMSPM3SPM3


Visual SPMfor Flat Panel Displays

32

Solution for Plasma Displays

PDP SPM

Marketing Plan• Target : 42” / 50” / 63” PDP model

Features & Benefits• High flexibility with silicon and package solution (Provide specific customized solution)

• Provide high reliability, easy assembly, good thermal dissipation, simple design and

easy socket.

• Intensive technical supports for customers’ new model

• Save customers’ board size with PDP SPM’s compact size

• Give continuous price benefits to customers

(Launching PDP trench IGBTs and in-house Epi setup)

33

Discrete vs. PDP SPM Solution

Board Size : 170mm * 380mm = 64.6 E3 [mm2]Board Size : 210mm * 370mm = 77.7 E3 [mm2]

SPM SolutionDiscrete Solution

Board Size : 170mm * 380mm = 64.6 E3 [mm2]Board Size : 210mm * 370mm = 77.7 E3 [mm2]

PDP SPM SolutionDiscrete Solution

Sustain

Energy Recovery

FVP12030IM3LEG1

FVP18030IM3LSG1

34

Design win for 50” Full HD Plasma

PDP SPM

PDP SPM

PDP SPM

PDP SPM

35

Solution for LCD TV backlight unit

LCD Backlight Unit SPM

Marketing Plan

• Target : Backlight unit in LCD TV (>32”)

Features & Benefits

• Develop 2 HV Ultrafast FRFET + HV IC in

9SIP package

• High flexibility with silicon and package solution

New Half-Bridge Solution

HVIC

UltrafastFRFET

(trr<50ns)


Power SPMfor Power Supply

37

Power supply and density trends for AC/DC

Source: Delta’s APEC conference presentation

38

Why 80Plus?

39

Power SPM Portfolio (for Power Supplies)

SIP(EPM 23)

SIP(EPM 15)

SPM2(VPM 28)

SPM2IMS

Project Target Application PKG

FPP4001 400-450W, 80+, server

FPR6001synchronous rectification

for forward

FPP20011kW telecom power,

battery charger

FPP2001 PDP power supply

40

Power SPM Portfolio (for Industrial Power)

EPM 28

EPM 28

EPM 28

SPM 2SPM 4

EPM 9

Project Target Application PKG

FPU2001FPU2002

2KVA/3KVA, on-line UPS(for 125VAC & 220VAC)

: 2 Module Solution

FPW2002FPW2003FPW2004

600V/1200V IGBTHalf Bridge Module for Welder

FPW2001600V IGBT Customized

Full Bridge Module for Welder

FPS2001Built-in IGBT, FRD and HVIC

Customized Full Bridge Modulefor Photovoltaic Inverter

FPI2001FPI4001

Built-in IGBT, FRD and HVICFull Bridge Module

for Induction Heating

41

High Voltage Summary

• Investing in silicon technology to achieve higher margins on current sockets and expand SAM into focus segments with proprietary MOSFETs and IGBTs

• Leveraging high volume, cost effective module capability to offer system-on-package approach for fast growing markets driven by world energy saving trends

• Good progress on margin improvement through product mix management program and new product introduction

• Expect to keep gross margin improvement momentum into 2007 and targeting mid-30’s

42

THANK YOU!

Questions?

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