Company Presentation. October 2018

Transcription

1 Company Presentation October 2018

2 A global semiconductor leader 2017 revenues of $8.35B with yearon-year growth of 19.7% Listed: NYSE, Euronext Paris and Borsa Italiana, Milan Who We Are 2 Research & Development Main Sales & Marketing Front-End Back-End Approximately 45,500 employees worldwide Approximately 7,400 people working in R&D 11 manufacturing sites Over 80 sales & marketing offices As of December 31, 2017

3 Where You Find Us 3 Making driving safer, greener and more connected Making homes smarter, for better living, higher security, and less waste Making everyday things smarter, connected and more aware of their surroundings Enabling the evolution of industry towards smarter, safer and more efficient factories and workplaces Enabling cities to make more of available resources

4 Our Vision 4 ST stands for Everywhere microelectronics make a positive contribution to people s lives, ST is there

5 Application Strategic Focus 5 The leading provider of products and solutions for Smart Driving and the Internet of Things Smart Things Smart Home & City Smart Industry Smart Driving

6 Smart Things Smart Things 6 Making Every Thing Smarter A Smart Thing Understands the environment Manages data and transforms it into information Connects to the world Protects your data Is energy efficient

7 Smart Home & City Smart Home & City 7 Making Home & Cities Smarter Smart City Smart city infrastructure to improve traffic and municipal services Smart Grid Intelligent, adaptive street lighting Smart Buildings Smart Home Smart control of heating, air conditioning, appliances, locks and alarms Smart meters to connect homes to the smart grid More energy efficiency, convenience, comfort and security

8 Smart Industry Smart Industry 8 Enabling smarter, safer and more efficient factories and workplaces Smart Industry Factories that produce in a more efficient manner More flexibility and customization possibilities in the supply chain More sustainable production with less waste and less energy used Safer working environments for people Better man-machine cooperation in the work place Optimized usage of machines and tools

9 Smart Driving Smart Driving 9 Making driving Safer, Greener and more Connected Safer Having cars drive better than we can & always watching for threats Making driving safer for car occupants and other road users by actively avoiding accidents Greener Improving power and fuel efficiency, and helping minimize emissions and car maintenance Moving towards electric vehicles More Connected Enabling personalized car entertainment and connectivity Allowing vehicles to communicate with each other and the infrastructure (V2X)

10 Jean-Marc Chery President & Chief Executive Officer 10 Benedetto Vigna Analog, MEMS & Sensors Group Marco Monti Automotive & Discrete Group Claude Dardanne Microcontrollers & Digital ICs Group Marco Cassis Sales, Marketing, Communications & Strategy Development Orio Bellezza Technology, Manufacturing & Quality Lorenzo Grandi Finance, Infrastructure & Services CFO Philippe Brun Human Resources & Corporate Social Responsibility Steve Rose Legal Counsel Public Affairs Thierry Tingaud EU & France Eric Aussedat Imaging Subgroup Stefano Cantù Supply Chain and Operations Paul Cihak EMEA Region Fabio Gualandris Back-End Manufacturing & Technology Giuseppe Notarnicola Treasury Giuseppe Notarnicola Italy Matteo Lo Presti Analog Subgroup Bob Krysiak Americas Region Joël Hartmann Digital Front-End Manufacturing & Technology Compliance & Ethics Philippe Dereeper Jerome Roux Asia Pacific Region Claudia Levo Integrated Marketing & Communications Orio Bellezza Analog & Power FE Manufacturing & Technology Patrick Peubez Product Quality Excellence Enterprise Risk Management & Anti-Fraud Franck Freymond Andrea Cuomo Special Projects Alberto Dalla Chiesa Supply Chain ST Executive Committee

11 Product Family Focus 11 The leading provider of products and solutions for Smart Driving and the Internet of Things Dedicated Automotive ICs MEMS & Specialized Imaging Sensors Discrete & Power Transistors Digital ASICs Analog, Industrial & Power Conversion ICs General Purpose & Secure MCUs EEPROM Portfolio delivering complementarity for target end markets, and synergies in R&D and manufacturing

12 Flexible & Independent Manufacturing 12 France (Crolles, Rousset, Tours) Italy (Agrate, Catania) China (Shenzhen) Morocco Malta Malaysia Philippines Singapore Front-End Back-End

13 An Unwavering Commitment to R&D 13 Advanced research and development centers around the globe ~ 17,000 patents; ~9,500 patent families; ~ 500 new filings (in 2017) ~ 7,400 people working in R&D and product design As of December 31, 2017

14 Partners with Our Customers Worldwide 14 Over 80 sales offices in 35 countries

15 Q Revenues 15 % by product group Q % by market channel Q Analog, MEMS & Sensors Group (AMS) 27% Automotive & Discrete Group (ADG) Distribution 38% 39% Total OEM 61% 35% Microcontrollers & Digital ICs Group (MDG)

16 2017 Revenues 16 % by product group 2017 % by location of order shipment 2017 Analog, MEMS & Sensors Group (AMS) 31% Others 0.4% 37% Automotive & Discrete Group (ADG) EMEA Americas 26% 13% 61% 32% Microcontrollers & Digital ICs Group (MDG) Asia Pacific

17 A Global Semiconductor Player Regional Sales and Sales by Channel 17 % by location of order shipment 2017 % by market channel 2017 Americas EMEA 26% 13% 61% Asia Pacific Distribution 34% 36% Top 10 OEMs 30% Other OEMs

18 A Global Semiconductor Player Regional Sales by Shipment and Region of Origin 18 % by location of order shipment 2017 % by region of origin 2017 Americas EMEA 26% 13% 61% Asia Pacific Americas 32% 36% Asia Pacific 32% EMEA

19 Present in over 35 countries People are Our Foundation 19 ~750 ~900 Manufacturing ~ 68% ~10,100 ~4,700 ~18,800 Asia France Italy Mediterranean Americas Rest of Europe Research & Development ~ 16% Marketing & Sales, Divisional Functions, Administration & General services ~ 16% ~10,300 working everyday to increase the quality and experience of life for all As of December 31, 2017

20 ST Quality Vision & Strategic Drivers 20 Win a Quality Leadership position with all our customers Customer Focus Built-in Quality Lean Leadership Listen Development Lean Practice Communicate Ramp Up Perfect Execution Service Volume Production People Behavior

21 Our longstanding Commitment to Sustainability 21 ST s creation Business conduct & ethics policy Environmental policy 2003 OHSAS Safety 1 st certification 2002 Reforestation program Health Plan member 2005 Supply Chain Responsibility program 5 th Environment, 2014 Health & Safety Decalogue 2016 ISO Business Continuity 1 st certification 20 th Sustainability Report st ST Code of Conduct Principles of Sustainable Excellence st Environmental Decalogue 2001 ISO Energy management 1 st certification st Environmental report ISO EMAS Signatory of the UNGC 10 principles Conflict Minerals program Ethics 2007 committee 2011 Sustainable Technology program Sustainability strategy 12 ambitions and 2025-goals

22 Our Sustainability Strategy We conduct our business responsibly to create value for all stakeholders 22 Based on 2017 external materiality exercise

23 Sustainable Technology 23 Our Sustainable Technology program aims to develop responsible products which: improve our social and environmental footprint at every stage of the product life have the greatest positive impact on the planet and people in the end-application Social & Environmental programs (RBA code of conduct, Water, Waste, Energy & Climate Change, Chemicals) Product compliance (Material Declaration & ECOPACK ) Product compliance (Conflict-mineral free, RoHS) Eco-design devices (power-efficient & low-carbon) Responsible applications (planet-friendly & human-welfare)

24 Our Sustainability Ambitions & Goals 24

25 Read Our 2018 Sustainability Report 25 to learn more about ST s sustainability performance in 2017 to discover the new sustainable ambitions and goals for 2025 Among the highlights in

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