2. Products to power your Iot STMicroelectronics

Editor's Notes

• #3: The Internet of things: products that Leveraging the Internet to make things smarter, easier to use and connected. All Major segments: Industrials:Consumer:Automotive Impact: Defining new business’s: new applications: new players and business models.
• #4: Everyday examples of the connected world making things smarter changing what they do and what you do. Just the beginning of the revolution that will change ordinary things into extraordinary things….
• #5: Regulation and lifestyle changes are driving change: The need to conserve energy, to increase efficiency and use technology to work for us and how we live. We are living longer and want to stay healthy while enjoying our new extended life.
• #6: We have already talked about the opportunity Hubs and Gateways during Jean-Marcs presentation Mobile devices have been the first big expansion of connected objects and ST is significantly present there today-that’s where we can leverage. Hyper-connectivity is a reality its just going to increase rapidly. The key functional requirements for the IOT are sensing, embedded computing, connecting and converting or translating. For mobile connected things power management and low power environment are essential. Changing all those millions of everyday products into smarter products with more sensors and embedded intelligence.
• #7: ST has the strongest building blocks and all of them – no other player has this strength and depth. We believe we are one of the leaders in this market and in the wearables/fitness products the number 1.
• #8: Number 1 in Motion Mems Number 2 in Pressure A leader in Microphones Number 2 in Eprom Actuators the next big thing A serious challenger in high performance Touch The undisputed leader in 32bit ARM based secure and General purpose MCU’s
• #9: While the smart phone itself has become the most prolific IOT device, it along with rapid expansion of mainly wireless internet services is creating a whole new wave of applications and products. Wearables with their close proximity and with many dependent on the smart phone are expanding rapidly. The smart home and access to wireless hubs and extenders are another high growth area where ST has already many products – Reference JM. Home-gateways provide an access point to create new business service models and connect to new devices – Security, Energy management, Smart Appliances. The smart CAR is ready to feed of the internet infrastructure for infotainment, security, power management and safety – Reference MM – Go look at a Tesla. Smart City The pressure to make living and working in the city more bearable as we migrate in larger numbers. Creates the opportunity to sense and collect important data and help city managers control traffic, security, pollution and energy - making cities much smarter.
• #10: As well as sensing and processing to make things smarter. Industrial design and battery life are driving forces. Efficient power management and managing the signal chain from sensor/acquistion to digital processing are key to many IOT products – smart plugs/meters/wearables/healthcare-devices/appliances all use these products.
• #11: Fastest growing design registrations in NA for a leading distributor Q1 2014.
• #12: Finally after more than 20 years of waiting wrapping computers around us is becoming a reality. Fitness has been a major driver – deal with Nike versus Fitbit – A perennial market not only a FAD. While the overall market grows at mid single digit. IOT applications/product are growing significantly faster take the case of Fitness devices, wearables where we estimate we have more than 30% share. We have more than doubled our revenues 13’ to 14’ and expect to grow at more than 40% over the next year. This has been a major driver of our success with the STM32 family…
• #13: On top of our success with the STM32 family and motion Mems our leading distributors report excellent design in traction with out LeBT. We are working with ALL the major players NOT ALL WILL SURVIVE…
• #15: (transition - ? Building on strength in Mobile…) Even without STE, we are a major player in this huge market, one that still drives our industry. The smart phone is another internet device that occasionally makes phone calls. For many IOT applications its also become the mobile gateway or access point for new applications and products. Wherever you are the network follows, attaching other devices to your gateway connects them to the network. The explosion of applications is driving new content – BOM Is $72 and we can address more than $20 (without AP and Modem). We estimate we have more than 10% share in SAM. Sensors are making smartphones even smarter… with 4 product groups participating MMS AMS IPG IBP.
• #20: Security Energy management Gadgets The over the top STB market AppleTV/Amazon Fire/Chromecast – FDSOI. Cool Industrial Design requires ultra low-power footprint.
• #21: Google pays $3.2bn for and IOT company this validates the market. Sensors and high performance Micros continue to play a leading role – as demands for sophisticated SW is required to make this cool looking product attract a huge premium.
• #23: The Internet of Things market is not a new market for ST – it is another way of looking at a number of markets we already serve