ON's product portfolio in automotive electrification
ON Semiconductor is a very eye-catching company in the semiconductor industry in recent years. Since its removal from Motorola's semiconductor business in 1999, the company has been providing power and signal management devices, discrete devices, logic devices and other custom products for many applications in a variety of industries. In recent years, ON Semiconductor has grown in influence in the growing automotive electronics arena and has become one of the top ten semiconductor suppliers in the world. In the next few decades, autonomous vehicles will undoubtedly become one of the most influential technologies. Therefore, the leading technology companies in this field are worthy of attention, and ON Semiconductor is one of the best.
Automotive Electronics: A fast-growing field
Our cars are becoming smarter and more powerful, and the electrical components and circuits they use are becoming more sophisticated. According to the report of the company, the market growth of integrated circuit components in the automotive field is very gratifying. By 2021, the annual growth rate is expected to exceed 12%. It is estimated that the global automotive semiconductor market will exceed $2.6 billion by 2021. It is worth noting that automotive electrification involves many different types of vehicles, not just electric vehicles, including internal combustion engine vehicles (ICE), battery electric vehicles (BEV), hybrid electric vehicles (HEV), plug-in electric vehicles ( PHEV) and fuel cell electric vehicles (FCEV).
The next generation of vehicles that are moving toward autonomous driving require many different types of sensors, including Lidar, radar and camera, as well as the vehicle ADAS (Advanced Driver Assistance System) system consisting of these sensors. These sensors collect data and transmit it to larger processors (or processor sets) that can determine what happens outside and inside the vehicle in real time, and how the vehicle should respond.
Since the mid-1950s, cars have been using 12-volt battery systems, but they are unable to handle the more electronic loads of the next-generation vehicles. Efficiency is very important. The more "electrified" a car is, the more efficient it is. Lower power efficiency means shorter battery life, longer charging time or lower performance. Simply put, these power circuits need to convert AC power and different voltages to DC power (such as 48V to 12V). There are almost a thousand different combinations of voltage, ampere, efficiency, current required and battery packaging to serve a variety of hybrid and pure electric vehicles.
ON Semiconductor's automotive electrification product strategy
Anson's automotive electrification portfolio is extensive, involving active and passive safety, autonomous driving, connectivity and in-vehicle networking, LED lighting, energy savings, transmission systems, and body and interior.
ON Semiconductor's power products include insulated gate bipolar transistors (IGBTs), a three-terminal semiconductor device with a wide range of bipolar current carrying capabilities. Its product portfolio includes 650V ~ 1200V high power IGBT devices for traction drive applications.
ON Semiconductor also manufactures high-voltage gate drivers (power amplifiers that use low-power IC inputs to generate high-current drive inputs for IGBTs or MOSFETs), as well as high-voltage rectifiers that allow current to flow in one-way, converting AC to DC.
In addition, ON Semiconductor also offers super junction metal oxide semiconductor field effect transistors (MOSFETs). A MOSFET is a field effect transistor that is structurally centered on a metal-oxide layer-semiconductor capacitor for amplifying or switching electronic signals. This is achieved by the insulated gate of the transistor, and the amount of voltage applied determines the conductivity of the device. Low-power AC-DC converters can use MOSFETs, while high-power three-phase chargers use silicon carbide MOSFETs or IGBTs. For the 48V Belt Starter Generator System (BSG), ON Semiconductor offers discrete and modular solutions in the 80V and 100V range. Anson said its discrete MOSFETs in the TO-Leadless package have the industry's lowest thermal resistance and are available in 40V to 150V products.
In the field of automotive chargers and DC-DC conversion, ON Semiconductor's product portfolio includes high voltage 600V to 650V SuperFET II/III devices, as well as low and medium voltage MOSFETs. For electric steering applications, ON Semiconductor also offers a range of standard three-phase power modules.
In addition, ON Semiconductor is also focused on the development of silicon carbide and GaN wide bandgap (WBG) semiconductor technology, which will help next-generation solutions. Looking ahead, Anson is also investing in advanced packaging methods such as high-power modules, single/double-sided cooling and double-sided direct-cooling packages.
In order to meet the growing electrification needs of the next generation of cars, ON Semiconductor said it will also expand its 12V ~ 48V high performance eFuse products.
Market share of image sensor manufacturers in the automotive sector in 2017
Source: "CMOS Image Sensor Industry Status - 2018 Edition"
In recent years, ON Semiconductor's image sensor business in the automotive sector has been growing, and the actual compound annual growth rate (CAGR) of the business has reached 55%. According to the "CMOS image sensor industry status -2018" released by Yole, the image sensor market in the automotive field in 2017 was about 858 million US dollars, of which Ansenmei occupied 43%, becoming the market leader in image sensors for the automotive field. The growth of automotive image sensor business not only reflects the excellent operational decisions of ON Semiconductor, but also the side response of the entire ecosystem. Intel (Mobileye) chose ON Semiconductor's image sensor for its ADAS products, and Baidu's Apollo Autopilot (AD) platform also chose ON Semiconductor, which greatly enhanced the reputation of ON Semiconductor's automotive products. However, ADAS is only one-fifth of Anson's entire automotive sensor business, and ON Semiconductor's image sensors are also used in automotive surround cameras.
Image sensors are one of the core enabling technologies for autonomous driving platforms. The automatic driving puzzle of ON Semiconductor is still not complete enough. As the LiDAR receiver chip technology transitioned from avalanche photodiodes (APDs) to silicon photomultiplier tubes (SiPMs), ON Semiconductor acquired SensL. SensL is a start-up company specializing in silicon photomultiplier tubes (SiPM) and single photon avalanche diodes (SPAD) for the automotive, medical, industrial and consumer markets. Perhaps we will see ON Semiconductor launch LiDAR related products in the near future.
Anson's value proposition
Clearly, ON Semiconductor's broad product portfolio is an important part of its strategic success. The market for pure electric vehicles, plug-in hybrids and hybrid vehicles is growing exponentially. ON Semiconductor has the right IP to take advantage of market growth. . Another difference in Anson's advantage is its automotive systems engineer's system expertise for its global automotive solutions engineering center. ON Semiconductor also has manufacturing capabilities around the world that provide multi-source supply chain support for manufacturing, assembly and testing. It is also worth noting that although ON Semiconductor has remained relatively low profile, it has more than 50 years of experience in the automotive semiconductor industry.
ON Semiconductor's product portfolio covers many of the fundamental areas of the automotive electrification market, making it the leader in this growing market. With the continuous improvement of energy conservation and emission reduction requirements, the pressure to improve vehicle efficiency and reduce dependence on fossil fuels continues to grow. In this context, automotive electrification is becoming increasingly important. The trend toward automotive electrification offers Ansemite a huge market prospect. In the past, ON Semiconductor could provide a $40 solution for each internal combustion engine car, and for future hybrid/pure electric vehicles, they can offer up to $500. solution. The world produces nearly 100 million cars a year, which is a tempting market. Overall, ON Semiconductor has a lot of growth opportunities in the automotive sector, and the company is taking the right strategy to make the most of its strengths.