The Importance of Semiconductors for the Fast Changing World of Automotive- Infineon Keynote

The Importance of Semiconductors for the Fast Changing World of Automotive- Infineon Keynote


thank you and chef of a kind introduction so you have seen my world is not only automotive I had also a long story in security but today and I would like to thank cadence for this opportunity if I the semiconductor supplier like Infineon has can provide a few how we see the automotive industry changing and it’s the main topic which I would like to share with you today and I said also it’s a fast changing industry means for interesting slide from Sun shave a beginning if you talk about innovation if we talk about driving for semiconductor in the state was always more of an IT industry which was always leading but I think the picture is now changing here and picture it you see quite often is red besides IOT besides mobile phone you see also now cars automotive appearing in such kind of slides I think this is not very long ago that we had slides without automotive industry in such kind of things offices now happening across the whole industry so it’s not only let’s have a new comers new comers means game changes in the automotive industries or premium Oh Emma driving innovation very strongly also a big one and I would like to show you a one statement from the CEO from General Motors which is normally considered more a conservative manufacturer she is saying that the next five to ten years for automotive industry is changing more when we were experiencing the last 50 years I think this is proving again that the whole automotive industry is changing quite dramatically and therefore we see not only one topic which is changing in the industry and we as a semiconductor supplier this is the good news for all of us but the innovation is and this is a statement also from an OEM 80% of this new innovation is coming from semiconductors so we are the reason that this industry is changing so much so let’s have a look what are the changes what of a mega trends in the auto mode of industries and semiconductors are is to drive very mobility this is now happening since a while already when I would say if this is not only a trend phase is now fact we will see if a change from the combustion engine to an electric drive it will be not a sudden change we will see the next 10 to 20 years are very colorful let’s say a picture of different kind of drives different kind of let’s say combination of each rive and combustion engine the next trend which is coming very strongly now into the market is that we want to be supported in driving the car so ADA’s functions are becoming a common feature in the car and the final target is that we have automated driving ultimate driving means that we can do something else the car is doing the job what was also shown if it slides before by tormund Sanjay is at me are generating a lot of data in the car we are talking about terabytes of data which are generated in the car today mainly weight data’s are staying in recovery and not leaving the car and it’s a treasure box and I think this is at the moment the war I see in the industry who can open this treasure box and can use these data so this will be quite interesting it’s not only something that third parties are very much interested in also we as a user we would like to have more it’s a use cases of fees data which we are generating in the car having fiqar connected there is an immediate second step to be done and this is we have to make the car very secure because what we experience since decades meanwhile in ferroti industry or in very normal computing industry hackers will also attack cars and visits what we will see and we as a semiconductor supplier we are responsible to make these cars now cleaner safer and smarter it’s showing also in the market already that this is an interesting market and business also while many people are going into the automotive market because meanwhile not in absolute numbers in terms of growth for automotive is the biggest growth market in the semiconductor industry it’s a reason why so many of the new players are coming into the automotive industry trying to sell their product for these people who don’t know Infineon just one slide means we are focusing very much on three segments automotive power related applications and security application and you see also how important for us the automotive market is 43 percent of our revenue is in the automotive spectrum and we also don’t see us only as a specialist we want to be when we are for most I would say broadest portfolio we are offering for the automotive industry and you know the typical cycle in the automotive industry this is sensing computing and actuation and this is what we are offering we have a whole portfolio from all the different kind of sensors we need in the car with different kind of computers microcontrollers today mainly and all the different kind of actuation to make these actions happen in the car and this has to be also integrated now more and more so if ever we talk more about chipsets we talk more about integrated solution which are also secure so therefore I would like to touch now how we see these megatrends turning into yeah beliefs and beliefs means we will see zero-two becomes real so it means in consequence what we see today and as for me also interesting how the young generation is now going on to the sweet slightly for future or view to providers is here at demonstration which shows that the young generation wants to have really co2 free cars on the road here unfair form this is something which is now really getting into the right shape father becomes a passenger this is our next building if services where we see that the society is changing it’s not anymore for us most important to have this car to drive this car it will be more important to be have a mobility service or mobility service will be about safe a future industry and car is one option to be mobile and last but not least we still will have cars the car will not disappear means ever even let’s say people saying hey there is no big future for the chemistry I think a car remains a car it will Silvia it will change inside it will change in terms of Drive and it will be still a car let’s touch now a little bit each point for a minute first point and I will spend only few slides is for electro mobility here we are now in the hockey stick from last year to fill year before we see or epic jump now five thousand five million of the cars have an electric drive inside a bigger portion still hybrid but also a pure battery driven TVs have already a significant size and receive a next five years but it’s really will take off we will see let’s say around one third of a fleet which is sold into the market to be electrified and this is for us and we conduct the industry a good news because if you see what is for semiconductor content in Vickers a typical car which you buy today without any electrical drive features has around three hundred seventy five US dollar semiconductor content inside if you add a mild hybrid typically today is forty eight world based technologies you add already up to four hundred seventeen US dalam jumping to a hybrid plug-in hybrid or it’s a battery driven when we go up to seven hundred forty seven hundred fifty US dollar so you see we are doubling the semiconductor content nearly for such kind of cosmesis why the industry has here a big job to do technology vice cost wise as well and there is also a third point which is now becoming very critical and this is are we are able to supply all these components because for an electric drive we need a lot of power components and is now just a picture for power components that means IGBT and MOSFETs which are consumed in the industry so 2017 all the cars which have been electrified I needed one factory in the world to produce all these kind of semiconductors if we continue now a Grove and I put here a conservative we call it but in our point base case or base scenario you see already I quite significant jump next year and 2025 here we come really into this hockey stick phase we need in worldwide for factories just producing power semiconductors just for a single market and fees fact we have to be in place and I don’t know if everybody knows how long does it take to build a factory to invest into a factory and if you take even more aggressive scenarios which I see in many of analyst papers from si or whatever when we go to the bottom here when we talk about here six to nine factories up to 2030 factories which have to be in place that you can buy a car which is driving electrically so that’s reason why we are also investing heavily so we believe in this kind of industry we believe that we make zero free cars if is one more 300 millimeter factory just dedicated to power electronics here we have already one in Tristan so this is the second five in order to fuel exactly this kind of growth which we are seeing let me come now to the part which is quite important for our discussion here also emphasises driver becomes a passenger means we see all the activities from the car industry to provide that here I want to test us a little bit how do you feel about that here who believes at 2025 just five years down the road but you will use a car not buying such a carpet you will use a service provider which is driving automated who believes in this kind of picture please raise your hand okay I see more of a young generation rising fair hand could it be that we are still believing in this picture so I think let’s call it if baby boomers I think here are some more baby boomers so we had this picture in mind here what was it horsepower you have a living end sound hey we want to have a good sound that means we just talked at the beginning why do we keep it in this way acceleration but I think who has to have an electrical car thing yes it can be even faster maximum speed car tuning and what was at the end what we wanted to have the freedom what is now the freedom of a millenniums is it this picture so we have to see and I think that’s where the chemistry has to change it’s of course more chalk this picture but it gives a certain truth where we see if let’s say the priorities changing the priorities are changing in the millenniums we are if you are talked of a generation set means my kids are in first generation they have different priorities and I think this is exactly why we have to change and therefore we have to provide these things so I do believe that we will see 2025 the first cars or fees kind of mobility services which are driving me autonomously to certain places for me was also quite interesting in the automotive industry I it’s not so often happening in automotive industry that these industry is sitting together and it’s defining a standard before the cars are getting on the road I know this very well from the mobile phone industry we are doing this quite frequently you know the motive industry it’s slightly different normally you bring the car on the road when you look for a standard so therefore we have here a road we have a path how we will develop fair in the next let’s say five to ten years we will achieve a maturity of a car of course at the level 1 & 2 we could highly assist that we get supported we can reduce from accidents we can reduce basically all these dangerous situation on the roads and this will help us but at the end of the day we will see this will be not hundred percent of a fleet it will be a certain portion which will also reside on the level 4 and 5 it means the car is taking over the responsibility to drive me to a to be so good vision but what does it mean now physically where we have to look into overall it doesn’t change very much we do sense compute and actuates of the car still remains a car in a certain way and also for electronics but as we are taking the driver out of a responsibility we have to replace certain things and that means we have to replace the senses of a driver we have to replace the brain we have to compute this what for driver is doing today in his brain for reaction we have to do it in a very safe environment and last but not least we have to replace the muscles doing for steering willing doing for acceleration therefore we need actuation which is as good as we are doing it so in terms of sensing there’s a lot of debates what are the senses which are appropriate what are the best one means camera radar or the lidar I would say is for us for most dominant but we see also other senses like microphones coming into into them into the picture because we are also hearing a lot hearing for example that there is a emergency car coming along here means if we have no car to car communication how else can we communicate we have to hear us what is happening and sound is still a very important topic so we sell a lot of new nice sensors coming to the picture this is for us good again because sensors will be a very important part in the car and when the next big portion is of course the computing Tom shot also some pictures already of letsa fees kind of technologies which are needed so besides a microcontroller which is today the dominating architecture we will see GPUs we see Micah processes we need AI in the car it doesn’t mean fact a car will to AI and will learn some things by itself it will be still in a defined and so different environment but we need this kind of AI capabilities in the custom optimize the processes and then we have to actuate and this is also a big challenge because we have to make sure that the actuation is going to happen so we cannot say hey there was a power failure I cannot do it or I have no good communication or was a problem this art scenarios we cannot accept we have to be as good as a driver like you today and it’s not an easy job so this is a big challenge for all I am to come to whet level what we as a driver to take and manage already and be even better so coming a little bit now into the details of you see sensors and this is a minimum picture which we will see at the different levels so there will be also a need for a certain kind of standardization of sensors in order to have here a common platform but we need many of these kind of system and now if equation comes yeah how do we verify all that stuff historically for industry if you talk about an ee architecture was let’s say developing it more by function so function was the basis for all these things that we provided in terms of electronics when we have realized that there is also quality needed so it not just put a let’s say function inside and somehow a semiconductor can do it we need the right quality Yvette’s is what automotive quality is all about it’s not a basic you 100 only it’s much more nowadays we talk about zero defect part shall not fail in a specified way safety is now a next big animal which we are taking so mainly also related by functional safety switch to prove it people what we are now struggling very much is the topic security this is the next big big topic which comes into the car and we have to manage not only in the car we have to manage in the whole ecosystem fiza’s where we going on when we need also enhance the dependability so what does it mean now translated here functionality was for us that the part can fail in part of aerials ok this function is not anymore available here that means where was a downtime you went into a repair shop and the part got repaired and then you could drive again this is something which i think is not so much anymore visible you don’t see anymore so many cars aside on the highway parking because certain things are broken down because quality is a important issue for all of us we want to have quality we don’t want to see these cars are not breaking down fair for what was not available a view we were looking for this was feel silent so it breaks but this doesn’t stop the operation you get a rep limp you see a nice LED or nowadays another display this is not working or what is not working this is very how we do it so reliability and availability is exactly right what and if I am using here with terms of ISO 26262 are getting important we’ve increased safety and this was exactly now for a point that also electronics is replacing safety critical tasks but let’s say just a read length was not good enough anymore so therefore we need more we have to have here clearly as it’s written here unintended deviation which we have to control so what is now required in the system we are talking about failsafe so if a certain system doesn’t go any more in the right direction it should not harm you so harming people like you and me this is a no-go and this is what we have to develop but how do we prove it means power points are very nice means everybody has nice power points but how can we prove it fit this is going to happen and I use always a simple picture how ISO 26262 is doing it it’s not complicated many people say it’s such complicated and so many difficulties but actually it’s a clearly defined process and we attend to to true tests or to measures you want to look into systemic failures and we want to look into random failures and I put here some pictures showing what could be a systemic failure means we are using letters to do certain things I think the left hand side doesn’t look so good so if this is exactly what we want to look we want to see what is for inherent safety we want to analyze systemic failures here and this is where we have to do there are certain tools in place in order to do so random cases are of course more difficult to fare for we have to build into our devices also features who are allowing us monitoring diagnostic features here so that’s the whole story what we have to do in the industry in order to achieve this kind of target and the target means at the end of the day that we have here a clear focus on let’s say process now notice features to avoid systematic and random Falls here and therefore we have to start at the lowest layer and fill owest layer is today enemies most of these systems a piece of semiconductor so therefore we were also working together with all the parties in order to achieve this here because the semiconductor loan I can’t do it so we have to work on let’s say systems which allow this kind of let’s approve to our customer fat resistance over the ISO 26262 CCL compliance 12 ohm cadence we were able to prove to our customer that the development from the first specification up to the final delivery verification everything was done in order to prove that this kind of systematic failures or random failures can be avoided of course it’s not the end of a story is a learning process we will further improve it but it’s important that we are working together along the value chain with all parties in order to prove to our customer and customer is fair buyer of Ankara but these are really safe system that I see in one or two years more people rising forehand because you’re not fearing to enter into a self-driving car because we are having the proofs for you now we come to the point of security security will be the next challenge if a car will be connected to the IOT or let’s say to the cloud to vary internet wherever let’s say people want to have data and exchange data by that we will invite our people and the other people is where are the hackers in this world here and they will target the cars if you want or you don’t want we don’t need to ask them they will come they will find business cases so imagine with this equation which I get sometimes what is first safety or security you would say probably it’s safety because we are used to safety but is security not first think about it if i hack up from reprograms you ECU you’re breaking is you if a hacker is for example flooding the canvas with useless data all the important data are jammed and these are not difficult tasks means if you go on YouTube you will see many YouTube’s already showing these cases here imagine that now self-driving car again we attack your ADA systems we are taking all your nice sensors we had attacking all these nice GPUs and manipulate it whatever we do therefore there is no safety without security and this is what we have to accept security will be a prerequisite for safety it’s a faux fur vest no question anymore what is first we have to tackle both topics in the same way as we do safety today and here a simple picture this is your car today look on the many interfaces we have these are fit doors in which for hackers will get into your car I don’t know if you have enough let’s say make Effy’s in your car to avoid to filter all these interfaces I don’t think so so this is what we have to do and the people will take it and I get reminded a little bit what I was doing 20 years ago as I was programming smart cards exactly these kind of things where our principles we have to think means how we can prevent unattended access how we can let’s say detect which somebody is attacking how can we basically you choose the impact of any volume levels in the whole system on this kind of security has and this was a question which I got only couple of years ago can I get this kind of not emotive language silver box into my car that the car is secure and as I had to say hey there will be no silver box happens no easy you which is making your car secure if a security is an architectural topic we have to think about the whole car all the interfaces all the gateways all the networks all the processing remains of issue which have to be secured so it’s not a job a of a person of a department it’s the job of an OEM to make the car secure on V as a semiconductor buyer we have to enable that the fare for some food for thoughts what is needed we need standardization other industries have shown this already in security by obscurity it’s not a solution don’t telling the people how my security is working it has to be proven sanitized security actually t and don’t talk about now R&D agility because agility is affirmed the buzzwords we have to be always careful so I don’t talk about agility and scrum here talk about cryptographic agility because the car will not stay out for two or three years like your mobile phone or your computers because shall stay 10 15 20 years and these cars have to be still secure you don’t want to see hey that’s a policeman comes and say hey show me your security pass Oh your outdated version you cannot move this car anymore because you are endangering the other car drivers because a and we have seen cars or trucks our mean walls are used as weapons if you need today a driver in order to do so tomorrow you can do it remote somewhere let’s say thousand of kilometres away you hijack a car and when you use it as a weapon these scenarios are existing so therefore we have to be active prepare ourselves that these kind of things cannot happen here transparency this is a basic sentence in a security community we prove to you we show how security works how strong are our algorithms we need Hara har-ee architecture so this kind of democratic system we have today many is used a changing data emphasis history we have to have the two main structures and we have to go even higher and we have really a clear hierarchical structure which has security by default enabled and designed in and last but not least we need hardware based security so just to put a little bit software inside this will not solve it this is what hackers are used to and they will come around so therefore we need trusted angles and for cars like you are used in your passport but you use from your bank that means micro controllers who have security integrated also for outside communication we need this great security controllers who gives fair because secret for signatures your keys in a very safe place if I get attacked nobody has access these are proven technologies from our industry so you can learn from other industries visit we have to bring together last light I would like to come to a point here because you have seen how many things we have to touch now and this is the complexity which is at honestly so we are changing so many systems forever we have to think about as we want to bring all these technology very fast of a market how can we accelerate that yeah historically we were designing and chip if I’d make a bit of a Tier one if I didn’t is you there is you went to very car makers when they were testing it in their fields this is too slow we have to find ways and therefore with cadence we see here a important partner to make exactly this kind of step possible we call it we need a design flaw which is living with digital twins so we have the car in a digital environment already available even for physical parts are not given and this is what we have to develop so we have to develop here design flows which allows us to have digital twins the digital twins can be given two tier ones can be given to OEMs in order to develop Ori or test versus and fair functions with all necessary features here simple example that you want to test a motor let’s lay and eat drive you can test your algorithm you can test your application without having physical Hardware available at this point of time you develop all these kind of things this is what is needed and therefore we need a strong aliens here with the idiot tail providers to make these autonomous driving cars really fast to be on the market save in terms of operation and secure in terms of but no hacker has the chance to attack it to summarize it what you would like to see is to be taken away first automotive market is a big semiconductor market you have seen only with xev and I think also the latest topic of autonomous driving we come up to 100 1700 us that our semiconductor content ADA’s and other monomers driving will drive much more semiconductor more powerful semiconductors and Vista model increased quite dramatically the car will be part of a IOT and we need security so without security we will have no safety what I see also quite horton in this issue is that we need here a modern design flaw we have to work together along the value chain video tools providers in order to make these kind of developments really save the functional safe and in terms of time to market so fast that we can enjoy all these nice features at the same time and this is also why I say at the moment it’s a most exciting time to be in fear automotive industry because we have so many changes and I see changes always is something that’s an opportunity and this is why I like so much this industry right now and we have to work together that this will be also a bright future and we can really lay in back and that we see in a couple of years more people enjoying autonomous driving thank you [Applause]


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