十年间,ST在中国MCU市场从崛起到走向辉煌

Release time:2017-06-20
author:Ameya360
source:单片机与嵌入式系统应用
reading:115

  十年,对于半导体行业来说,是段相对漫长的时光。十年前,ST在欧洲和美国的份额还是很可观的,但在中国的份额却非常小,ST MCU产品只是并不太知名的产品线。十年后的今天,通过对产品精雕细琢并不断创新,通过及时调整产品推广策略并强有力地执行,通过日积月累的不懈努力和坚持,意法半导体在中国的业务取得了惊人的增长!

  近日,STM32十周年庆典在京举行,意法半导体亚太区MMS(微控制器、存储器和安全微控制器)及物联网副总裁Arnaud Julienne,意法半导体微控制器事业部市场总监Daniel Colonna,以及中国区微控制器事业部市场及应用总监曹锦东,携手媒体朋友,共同庆祝这一历史性的时刻。

  十年,STM32奠定了ST在中国的领先地位

  2007年6月11日,意法半导体在北京发布全球首款STM32产品STM32 F1。2007到2012年,在这5年里,STM32的全球出货量达到了1亿片;到了2013年,STM32的全球出货量达到了10亿片;2013~2016短短三年又增加了10亿片。第一个10亿花了6年,第二个10亿只花了3年,而ST的目标是在2017年年底,达到每秒钟32颗STM32的出货量。从6年到3年,再到目标是一年出货10亿颗,这就像个加速器,不断在加速产品的出货量。

  十年的时间,ST已经成为中国市场上广为人知、广获好评的MCU品牌,实现了快速而稳健的增长,并建立起强大的STM32生态系统。根据isuppli 2016下半年市场报告, ST已跃升为第二大通用微控制器厂商。从市场份额来讲,2007年到2016年,从2%增长到14%。Cortex产品的市场份额是16.4%,从ARM Cortex市场角度来讲,这个市场的增长也是非常惊人的。

  从崛起到走向辉煌,秘诀是什么?

  十年的光景,ST何以在中国市场创造了这样的神话?意法半导体亚太区MMS(微控制器、存储器和安全微控制器)及物联网副总裁Arnaud Julienne给出了答案:从发布STM32 F1那一天起,ST改变了在中国市场的产品推广策略,在不断开发更加丰富的产品线的同时,努力通过更加丰富的市场活动,让在校的学生以及工程师能够第一时间了解到STM32产品线及相关技术。

  1. 丰富和完善产品线

  2007年首发的STM32F1基于Cortex-M3内核,采用180nm工艺,拥有128KB Flash和20KB RAM,72MHz主频,即便到了今天,依然是很多工程师的首选。

  经过十年的积累和创新,STM32如今已拥有10大产品系列,700余款产品,涵盖超低功耗到高性能,其强大的产品阵容覆盖各种应用,满足不同需求。其中,STM32 H7是业界首个Core-Mark测试达到2020分的400 MHz Cortex-M微控制器。

  亚马逊为了能让用户提升线上购物体验,每个产品线都配备了一颗按钮,按下对应的按钮以后货物就可以自动运送到家。在其最新的产品里就应用了多个高性能产品STM32 F4和低功耗产品STM32 L0。而2015年ST发布的基于Cortex-M4内核的STM32L4,则兼具低功耗和高性能,完全能够满足当今可穿戴设备和诸多IoT应用的双重需求。

  2.孕育和培养大众市场

  自从STM32发布以来,ST将更多的精力投放在中小客户和工程师的培养上,通过社区、线上论坛、线下研讨会和峰会、技术培训,以及大学培养计划等多种形式的市场活动,让更多的人了解STM32 MCU产品线的特点和市场策略,进而把STM32作为首选的MCU。日积月累,这些活动也成就了STM32在业界的影响力和知名度。

  目前,ST 的业务仅有30%来自大客户,其余70%都是来自中小客户。如今国内非常火热的共享单车,其主流客户采用的正是STM32产品线,它十分适合、贴近客户的需求。这种由于需求吻合、自然形成的客户,常常会使ST对STM32产品线的应用领域有了新的认知。

  事实上,ST全球也采用同样的策略,他们会和主流的大客户进行合作,同时也会支持中小客户的设计。往往新的、特别的创意都来自于中小客户,因为中小客户没有太多的限制,设计师会有更加令人称赞的设计,ST希望能够通过自己的渠道、产品的知名度以及媒体的宣传,更好地支持中小客户的产品设计。

  STM32的未来更加美好

  从过去到今天,STM32 MCU始终是很好的驱动力,驱动着整个市场的变化和市场比例。展望未来,整个MCU市场仍然是在不断成长的,而更大的成长依旧来自于32位MCU。从应用来讲,IoT市场对MCU,尤其是32位MCU的需求、驱动远远超过市场的平均速度。

  在北京STM32十周年庆典上,被誉为STM32教父的、意法半导体微控制器事业部市场总监Daniel Colonna先生对STM32产品线的自豪之情溢于言表,他在回顾了过往取得的可喜成绩之后,分享了对于STM32的美好愿景。

  意法半导体微控制器事业部市场总监Daniel Colonna

  第一,STM32依然保持嵌入式应用,包括IoT、智能工业、智能家居、应用里的核心,ST要做的是发挥它的智慧,通过软件实现更加智能的世界。我们希望STM32在市场上是创新和技术上的领先者、先行者。

  第二,我们希望STM32能成为包括大客户和中小客户在内的所有客户,启动他们新项目或是实现新创意时的首选。

  那么,如何才能成为大众市场中重要客户的第一选择,实现如此美好的愿景呢?Daniel Colonna先生表示:我们会尽力打造更加优异的产品,为用户提供更加全面的服务,包括MCU和整个生态系统;同时,我们希望STM32作为驱动IoT物联网发展的主要驱动力,能够联合更多的合作伙伴,给用户提供更多IoT方面的参考设计,更有力地激发其内在的无限创造力。

  ST如何布局整个垂直应用领域?

  未来,ST在垂直应用领域的布局自然是大家关注的热点。对此,Daniel Colonna 先生也做了深入解读。

  1. 在IoT市场里,无论是有线的还是无线的,ST都将更加注重低功耗的无线产品线,以及更加高性能的产品线。

  2. 在GUI图像显示方面,ST有理想的产品和解决方案,通过三家GUI协议栈合作伙伴,可以提供很好的从低端到高端的用户体验。

  3. 安全性是个永恒的话题,ST内部会有更多的安全性设计,以保证用户的设计更加安全。工艺方面,我们会更加注重安全,让系统能够可靠地运行。未来STM32会嵌入更多的安全机制,以提升STM32的安全性。另外,ST作为全球为数不多的拥有全套智能卡方案的供应商,可以给用户提供最基本到最高级安全的所有方面。

  4. 在产品设计上,我们会投入更多高性能产品来应对工业控制的需求。作为高性能产品线,STM32 H7这个产品线更多的驱动来自于工业客户对高性能的需求,其中包括相当多中国客户在内。马达控制也是我们从现在到未来重点投资研发的一个应用方向,因为不仅仅在工业控制、消费电子领域,航母、净化器、室内空调、风机等应用都会用到最新的马达控制技术。我们的投入将会给用户带来效率更高的控制技术,为其注入更多高性能方面的优势。

  5.作为非常强大的传感器供应商,ST会在和传感器相关的应用领域投入更多,在主要垂直应用方面,涵盖移动传感器、音频传感器和其他IoT相关的传感器技术,ST都会有所投入。

  6. IoT是个非常广泛的应用领域,可以驱动传统的应用和行业不断升级。对于无线,STM32有自己的策略,其中很多部分是ST自己设计的,还有一部分是与合作伙伴相关的。在NB-IOT、LoRa、SigFoX方面,我们既有自己的产品,也与优秀的合作伙伴进行技术合作;在Wi-Fi、Bluetooth方面,我们也有自己的产品,今年计划发布第一个蓝牙产品。

  结语

  2017年,ST的终极目标是,到今年年底,STM32的出货量达到每秒32颗!市场的需求在日益增加,凭借ST强大的综合实力,以及对市场策略的执行力度,我们有理由相信,这个目标不难实现。出货量对ST来讲,更大的挑战在于产能的准备,对此ST也会有很多规划,最大化地满足市场的需求。笔者从业11年,有幸见证了ST在中国MCU市场的崛起并迅速走向辉煌,如今,ST蓄势待发,准备迎接下一个辉煌的十年!

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STMicroelectronics has become the first chip maker to be accredited by the GSMA for loading embedded SIM (eSIM) chips with connection credentials such as certificates and operator profiles before shipping.The eSIMs, customized with connection credentials, enable smaller form factors, greater security, and increased flexibility. Chip-scale, permanently embedded, and electronically reprogrammable, eSIMs save space inside smartphones for extra features or battery capacity, while enabling different types of connected devices in tiny form factors for an expanding range of markets and applications, such as smart watches and internet-of-things (IoT) devices including smart meters, remote sensors, or gateways.The GSMA, an association representing nearly 800 operators and more than 300 companies in the broader mobile ecosystem, including handset and device makers, software companies, equipment providers and internet companies, has a secure accreditation scheme for UICC (universal integrated circuit card) production (GSMA SAS-UP). The accreditation categories range from any form factor UICC, to embedded form factor and wafer level chip scale packaging. It lists STMicro in Caserta, Italy, being accredited for embedded form factor eSIMs, and STMicro in Rousset, France being accredited for wafer level.ST says it can now deliver personalized eSIMs, built around the ST33 secure microcontroller, directly to customers’ production facilities, ready to use with no further programming required. Equipment OEMs, mobile network operators, and SIM operating-system (OS) vendors can therefore streamline the eSIM supply chain to save handling overheads and reduce time to market.“The SAS-UP accreditation of ST’s Rousset (France) production site for the personalization of WLCSP SIMs and eSIMs is a significant move in driving widespread adoption of trusted eSIM devices by enabling consumer and IoT device manufacturers to implement eSIM in very small form factors,” says Jean-Christophe Tisseuil, GSMA’s head of SIM and eSIM. “SAS-UP is a first and essential step towards a secure and trusted eSIM market deployment.”“The GSMA’s certification scheme governing production and personalization is critical for its success,” said Marie-France Florentin, group vice president, general manager, secure microcontroller division, STMicroelectronics. “Now that ST is accredited to produce and personalize eSIMs before shipping, our customers can benefit from greater efficiency and security throughout the entire supply chain, with all the safeguards and assurances provided by the GSMA’s ecosystem.”eSIM marketThe overall eSIM market is estimated to grow from USD 253.8 million in 2018 to USD 978.3 million by 2023, at a CAGR of 31.0% between 2018 and 2023, according to ResearchAndMarkets. The report says the global eSIM market is in its nascent phase, but with more emphasis likely on remote SIM provisioning for M2M, favorable government regulations boosting M2M communication, and high adoption of IoT technology, this will drive the demand for eSIM solutions.The M2M market is the current lead application for eSIMs, with rising adoption of IoT across verticals such as automotive, consumer electronics, energy & utilities, manufacturing, retail, and transportation & logistics primarily driving eSIM adoption.Europe is estimated to hold the largest share of the eSIM market in 2018, followed by North America and Asia Pacific. However, by 2023, North America is likely to hold the largest market share globally. The increasing focus on the linking and digitization of future products and services is boosting the growth of the semiconductor industry for this market. eSIM cards allow remote provisioning of SIM profiles and enable interoperability between connectivity platforms and multiple SIM operator profiles.The report says major players operating in the eSIM market include Deutsche Telekom AG (Germany), Gemalto NV (Netherlands), Giesecke & Devrient GmbH (Germany), Infineon Technologies AG (Germany), NTT DOCOMO, INC. (Japan), NXP Semiconductors N.V. (Netherlands), Sierra Wireless, Inc. (Canada), Singapore Telecommunications Limited (Singapore), STMicroelectronics (Switzerland), and Telefonica, S.A. (Spain).
2018-06-28 00:00 reading:343
STMicroelectronics is making a big push into the Industrial IoT space with the announcement of a range of high-accuracy MEMS sensors and components designed to last for at least 10 years, serving the needs of advanced automation environments in which machines can be expected to perform for many years.As part of this strategy, the company has launched its first product, the IIS3DHHC low-noise three-axis accelerometer, which is optimized for high measurement resolution and stability to ensure accuracy over time and temperature. The MEMS sensor targets precision inclinometers in antenna-positioning mechanisms for communication systems, structural health monitoring (SHM) equipment for keeping buildings and bridges safe, and stabilizers or levelers for a wide variety of industrial platforms. Its long-term accuracy and robustness are also ideal for high-sensitivity tilt and security sensors, as well as image stabilization in high-end digital still cameras (DSCs).This will be part of a range of MEMS sensors for smart factories and industrial automation. STMicro says that its 10-year longevity commitment assures long-term availability of a wide range of high-performing components used in industrial equipment, helping vendors handle the typically long in-market lifetimes of their products and extended operation in challenging environmental conditions. In addition to industrial sensors, the program covers STM32 microcontrollers, motor drivers, analog components, power converters, LEDs, and existing MEMS sensors that will be supported for at least 10 years.In a briefing with EE Times, Andrea Onetti, group VP and general manager, MEMS Sensors Division, STMicroelectronics, said, “There are big opportunities for MEMS sensors in the industrial environment. In the past five to six years, the adoption of MEMS has been limited and mostly driven by smartphones. But as we enter the age of automation, smart industry, and smart driving, the demand for sensors will grow at a consumer pace here, too. However, there will be a requirement for a completely new generation of MEMS in terms of accuracy, performance, and longevity.”The differences in characteristics required for MEMS sensors in consumer, automotive, and industrial markets.Source: STMicroelectronics.Onetti emphasized that MEMS sensors used in the mobile industry to date didn’t need to address accuracy and precision — for example, they might have needed to do basic measurements like portrait and landscape detection. However, in smart manufacturing, accuracy and longevity would be paramount. “The fourth industrial revolution, or Industrie 4.0, is here, and this implies you’ll need a lot of sensors," Onetti said. "A machine that can detect and analyze its own functions, such as noise, vibration, and temperature, will need its own hardware ecosystem to make the machine smart.”He said that the sensors would not be limited to human interaction but would involve machine-to-machine interaction and intelligence, and that would require new types of sensors with wider performance characteristics. An example would be the leakage of a pipe; a normal microphone sensor would probably have a bandwidth just sufficient for the human ear, around 20 kHz, but for the industrial environment in which machines need to listen, this might need more like 80-kHz bandwidth.Onetti also echoed what we’ve been hearing a lot of in recent months in terms of more intelligence at the edge in Industrial IoT. “For monitoring, if you can play in a smart way with some local intelligence, you can save a lot of mobile data costs that would be incurred in constantly sending data to the cloud.”The new STMicro focus on Industrial IoT is clearly based on a recognition that growth in MEMS sales for smartphones is flattening, as its first-quarter results have shown. Onetti said, “The number of units of smartphones being shipped annually, which has been a primary driver of the MEMS sensors market, has been relatively flat at around 1.6 billion. However, the new growth market for MEMS sensors is high-accuracy devices, both in the industrial market as well as for new advanced features in the smartphone market.” He says that the key market for this growth will be Europe, but the U.S. and China are not to be neglected.Commenting on the introduction of the new IIS3DHHCinclinometers, he added, “These high-quality industrial sensors leverage our investments in MEMS design and high-yield fabrication processes to deliver superior performance with low ownership costs for applications where the highest precision, repeatability, and robustness are critical. We will continue to introduce new types of precision sensors for industrial applications in the coming months, covered by our 10-year longevity commitment, including combination sensors, specialized sensors, and complete inertial modules.”With full-scale range of ±2.5 g, the IIS3DHHC three-axis accelerometer is optimized for fine-positioning mechanisms and detecting small movements such as in advanced security sensors. Among key differences between this and typical consumer-oriented accelerometers, its ultra-low noise of 45 μg/√Hz (micro-g per root Hz) allows very high resolution.STMicro says that extreme stability ensures minimal drift of sensor characteristics over time or wide temperature variations. Sensitivity changes by less than 0.7% from –40°C and 85°C. Offset drift is below 0.4 mg/°C. This enables equipment to deliver consistent performance in various environments, including outdoors in cold or warm climates, or in industrial equipment, industrial robots, and drones, with minimal calibration or recalibration required.In addition, the inclinometer integrates analog-digital conversion, as well as digital circuitry including FIFO data storage and interrupt control. This saves external conversion components and simplifies power management to reduce energy demand and to enable longer run times for battery-powered equipment.The IIS3DHHC is in production now in a high-quality 16-lead 5 x 5 x 1.7-mm ceramic LGA package, priced from $4.50 for orders of 1,000 pieces.
2018-05-11 00:00 reading:277
Trade news

ST Sees Sales Soar

Results coming in from several of the chip companies this week have shown a seasonal decline in demand from smartphones impacting revenue growth. STMicroelectronics announced strong first quarter results despite slowdown in sales for smartphones, while Austrian chipmaker ams expects a significant short-term impact from changes in its customers’ smartphone programs.STMicroelectronics’ announced net revenues of $2.23 billion in Q1 2018, up 22.2 percent year-over-year, but a sequential decrease from the previous quarter of 9.8 percent.ST President and CEO Carlo Bozotti, who is retiring May 31, said in a press statement that the company expects second quarter revenue to be up about 17.5 percent compared with the second quarter of last year, "despite the weak demand we are experiencing for smartphones in the first half of 2018."Bozotti said ST's projections for second quarter growth come from strong sales in automotive, industrial and IoT chips.First quarter sales declined sequentially due to a 25 percent decline in sales for ST's analog, MEMS and sensor group. The company said these was due to unfavorable seasonal dynamics for smartphone applications, negatively impacting the its imaging business.Meanwhile, Austrian chip maker ams, which provides high performance sensor solutions, warmed that it expects negative adjusted operating margins for its second quarter based on "a significant under-utilization of capacity."According to ams, the capacity underutilization is being driven by " product transitions and product changes in a major consumer program preventing a pre-production of parts." While ams did not specify the customer, most analysts pointed to Apple, which uses ams optical sensors for its facial recognition technology."At the same time, preparations for expected major ramp-ups in the second half 2018 are on track," ams added.The company reported first quarter sales of $452.7 million, up 147 percent from the year-ago quarter but down 22 percent from the previous quarter. The company said its consumer and communications business started the year on a positive but more balanced note as the market success of its solutions was moderated by noticeable customer volume effects in the smartphone market.
2018-04-28 00:00 reading:403
Results coming in from several of the chip companies this week have shown a seasonal decline in demand from smartphones impacting revenue growth. STMicroelectronics announced strong first quarter results despite slowdown in sales for smartphones, while Austrian chipmaker ams expects a significant short-term impact from changes in its customers’ smartphone programs.STMicroelectronics’ announced net revenues of $2.23 billion in Q1 2018, up 22.2 percent year-over-year, but a sequential decrease from the previous quarter of 9.8 percent.ST President and CEO Carlo Bozotti, who is retiring May 31, said in a press statement that the company expects second quarter revenue to be up about 17.5 percent compared with the second quarter of last year, "despite the weak demand we are experiencing for smartphones in the first half of 2018."Bozotti said ST's projections for second quarter growth come from strong sales in automotive, industrial and IoT chips.First quarter sales declined sequentially due to a 25 percent decline in sales for ST's analog, MEMS and sensor group. The company said these was due to unfavorable seasonal dynamics for smartphone applications, negatively impacting the its imaging business.Meanwhile, Austrian chip maker ams, which provides high performance sensor solutions, warmed that it expects negative adjusted operating margins for its second quarter based on "a significant under-utilization of capacity."According to ams, the capacity underutilization is being driven by " product transitions and product changes in a major consumer program preventing a pre-production of parts." While ams did not specify the customer, most analysts pointed to Apple, which uses ams optical sensors for its facial recognition technology."At the same time, preparations for expected major ramp-ups in the second half 2018 are on track," ams added.The company reported first quarter sales of $452.7 million, up 147 percent from the year-ago quarter but down 22 percent from the previous quarter. The company said its consumer and communications business started the year on a positive but more balanced note as the market success of its solutions was moderated by noticeable customer volume effects in the smartphone market.
2018-04-27 00:00 reading:410
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