Power MOSFETs Opportunity

Product Marketing & Application
Jerry Chen
Nov 27th 2019

Jerry Chen
Product Line Marketing, base in Taipei, response for product roadmapand product development
Before TSCFairchild Semiconductor••

Computing Segment Marketing
Low Voltage MOSFET Marketing

Vishay Siliconix••

Product Application, Asia Pacific & Japan
Reginal Marketing and Field Application, Taiwan

TSC Confidential and Proprietary

Agenda•TSC Power MOSFETs Overview•TSC MOSFET Marketing and Product Strategy•

Automotive Customer’s MOSFET Demand•

Q&A

TSC Confidential and Proprietary

TSC Power MOSFETs Overview
Product Offering Voltage Range:• HVM: 500V ~ 1000V• LVM: 20V ~ 150V

 Silicon Technology:• HVM: Planar & Super Junction• LVM: High Density Trench Various Package:• Through Hole and SMDFeatures

Target Markets

100% UIS TestedIndustrial

100% Rg Tested

Automotive

High Eas CapabilityServer / Telecom

Small FOM (Figure Of Merit)Consumer

LED LightingComputing Configuration:• Single, Dual, Asymmetric DualTSC Confidential and ProprietaryAC-DC (Off-Line)Power Factory Correction

Isolated DC-DC
Secondary SwitchHVMOS – Planar
500V ~ 650V
HVMOS – SJ
600V
Ultra Fast Rectifier
600V ~ 800V

HVMOS – Planar
500V ~ 650V
HVMOS – SJ
600V
MVMOS – Trench
100V ~ 150V

POWER
TRANSFORMER

Primary Switch

Bridge Diodes
200V ~ 1400V

DC/DC (POL)MVMOS – Trench
60V ~ 200V
LVMOS – Trench
30V ~ 40V
Schottky Diode60V ~ 200V

Application

ProductTopology

Broad range product offering for power conversion application

TSC Confidential and Proprietary

LVMOS – Trench
30V ~ 60VTVS
5V ~ 376V

TSC Power MOSFET Development Strategy
Strategy partnership with word classfoundry••

Advance technology development
Reliable capacity and competitive wafer priceExperience design team from tier 1 IDM••

Dual back-end assembly site development••

Both in-house and OSAT assembly areavailable
Satisfy customers crisis management
requirement

Advance technology development
Performance competitive with global tier 1
MOSFET suppliers

Application and customers driven••

Deep engage with tier 1customers tounderstand products specifics demand
Product roadmap, spec aligned with customers
demandTSC Confidential and Proprietary

Automotive N Channel MOSFET Product Development
SGT Program

Package:

100V N Channel SGT• Standard Level

TQM “NH” Family

PDFN56U Single PDFN33U Single

80V N Channel SGTTOLL

Package:

BVDSS• Standard Level
PDFN56U Single PDFN33U Single

TQM “NB” Family
60V N Channel STD

Package:

60V N Channel SGT• Standard Level
PDFN56U Single & Dual

40V N Channel STD• Standard Level

PDFN56U Single & Dual2018

• Logic Level• Standard Level

Q1 20202019
Feasibility

Package:• Logic Level• Standard Level

40V N Channel SGT

Package:

PlanIn Dev

TOLL

PDFN56U Single & Dual PDFN33U Single

TOLL

Package:
PDFN56U Single & Dual PDFN33U Single

Q2 2020

Q3 2020

TSC Confidential and Proprietary

TOLLQ4 2020

MOSFET Technology Competitiveness
FOM(Rds x Qg)

V Company_U
40V 2.4m
FOM 158
AECQ

We are benchmarking andtargeting tier 1 IDM!
N Company_N
40V 1.3m
FOM 128AECQ
TSC
40V 1.2m
FOM 120AECQ

I Company_G
40V 1.1m
FOM 115AECQ

Technology Competitiveness
TSC Confidential and Proprietary

Global Sales Channels and Customers AVL Position

Tianjin
Carmel, IN

Brea, CAManchester
ParisBaltimore, MD

MunichBeijing

YangxinSuzhouShanghai
Shenzhen
New DelhiHong KongSeoulTokyo
Osaka

Taipei
Li-Je

I-Lan

Headquarter

Sales office
Front-End
Back-EndFounded in Taiwan
15 Branch Offices Worldwide
4 Production Sites in Asia

TSC Confidential and Proprietary

Global Sales Channels and Customers AVL Position

Taipei

We focus on automotive andindustrial customers!

Headquarter

Sales office
Front-End
Back-EndFounded in Taiwan
15 Branch Offices Worldwide
4 Production Sites in Asia

TSC Confidential and Proprietary

One of Automotive Customer’s MOSFET Demand

TSC MOSFETs qualification in progress!
TSC Confidential and Proprietary

TSC MOSFET Marketing and Product Strategy
Product Development

Focus Application•••

Automotive
Industrial Motor Control
Telecom and ConnectivityPower•••

Promotion••••

Global sales branch office
Global distribution channel
Leverage rectifier tier 1
customers AVL position
Product is qualifying in “C”,“B”, “H” automotive customers

Strategy partnership with wordclass foundry
Both In-house and OSAT
assembly
Experience design team fromtier 1 IDM

Competitiveness•••

Competitive technology
Fast reaction for market
demandGood service

TSC Confidential and ProprietaryThank youTaiwan Semiconductor Co., Ltd.
Headquarters
Address: 11F. No. 25 Sec. 3, Beishin Rd, Shindian District, New Taipei City, Taiwan R.O.C.
Telephone: +886-2-8913-1788
E-mail: marketing@mail.ts.com.tw
Website: www.taiwansemi.com

Q&A

Power Discrete Semiconductor Market Overview
10,000

2019

9,000
8,000
7,000

6,000

Rectifier

5,000

MOSFET

4,000

IGBT

3,000

PWR Tr11%

15%
Rectifer

29%

MOSFET45%

IGBT
PWR Tr

2,000

1,000
02018

RegionRectifier
MOSFETIGBTPWR TrTotal2019

2018
3,147
7,974
4,705
1,766
17,59220202019
2,801
8,030
5,140
2,011
17,982

2021

2020
2,869
8,349
5,389
2,117
18,724

Source: WSTS

2022

2021
2,968
8,695
5,674
2,195
19,531

2022
3,039
9,044
5,932
2,249
20,263• Power MOSFET has 45% among of Power
Discrete market• Power MOSFET and IGBT still have sustainablegrowth

TSC Confidential and ProprietaryPower MOSFET Revenue Projection
10,000

9,000
8,000
7,000
6,000

AP

5,000

JP

4,000

EU

3,000

NA

2,000
1,000
0
2018

RegionNAEUJPAPWWYoY2019

2018
788
1,376
921
4,889
7,974
18%

Source: WSTS20202019
942
1,454
934
4,700
8,030
1%

2021

2022

2020
964
1,480
970
4,935
8,349
4%

2021
1,001
1,539
1,011
5,144
8,695
4%

2022
1,043
1,601
1,053
5,347
9,044
4%

TSC Confidential and ProprietaryPower MOSFETs TAM (by voltage / category)
4,000
2018 TAM$

3,500

2019 TAM$

2019 TAM$
Module
4%

3,000

2,500
200V < HV
24%

2,000
1,500

40V < MV< 200V
25%

1,000
500

LV < 40V
47%

LV < 40V

Voltage / Category
LV < 40V
40V < MV < 200V
200V < HVModuleTotal MOSFET

40V < MV <200V

200V < HV2018 TAM$ 2019 TAM$
3,672
1,919
1,815
305
7,711

3,782
2,053
1,906
356
8,097

Source: IHS+WSTS

ModuleGrowth%
18~19
3.0%
7.0%
5.0%
16.7%
5.0%

• 30V and 20V MOSFETs majority are for PC andconsumer, price is big issue even TAM is big• 40~200V MV MOSFETs key market are automotive,
industry and telecom, stable growth and fair price• Module (DrMOS) is growing fast on server and PCmarket
TSC Confidential and ProprietaryPower MOSFETs TAM (by market segment)
2,500
2018 TAM$2019 TAM$

2019 TAM$

2,000
1,500

Wireless
Comm8%

Wired Comm
19%

Automotive
11%

Consumer
17%

1,000
Industrial
24%

500

Data
Processing
21%

Automotive Consumer

Data
Processing

Industrial

WiredComm

Market Segment2018 TAM$

2019 TAM$

AutomotiveConsumer
Data Processing
Industrial
Wired Comm
Wireless Comm
Total MOSFET

836
1,364
1,609
1,839
1,473
591
7,711

886
1,390
1,722
1,949
1,554
597
8,097
Source: IHS+WSTS

WirelessComm

Growth%
18~19
6.0%
1.9%
7.0%
6.0%
5.5%
1.0%
5.0%

Driving Factors:••••

Automotive: ADAS, mechanical to electrical
Data Processing: server, cloud computing
Industrial: automation, mechanical to eletrical
Wire Comm: IoT, 5G

TSC Confidential and ProprietaryPower MOSFET Voltage by End Application
Product Category

Low Voltage

End Application=< 20V

Smart Phone◎Tablet◎Notebook PC○30VMid Voltage
30V

High Voltage
500V

650V

800V

○

◎

○

Charging Station○◎LED Lighting○◎(DrMOS)◎◎Server◎◎

MB/Graphic Card◎◎

Power Tool○

PoE (PSE and PD)○Telecom BMP

40V

60V

80V

100V

◎◎○○
◎

◎○○○

◎○○

○

○

Power Supply

Smart Meter○Industry Automation
Automotive (ICE)

150V○◎◎

○○

◎○○○

200V

1000V○○○◎○◎○○ minor ◎ major

TSC Confidential and ProprietaryPower MOSFET TAM and Price Sensitive by Application
TAM

Price SensitiveHigh

Price Sensitive
MediumIndustry
30V/40V60V/100V/650V/100V PQFN33/56,DPAK, D2PAK, TO220, module
Lighting
800V TO220

Automotive
30V/40V60V/100V
PQFN33/56
NB
30V PQFN33/56
POL/DrMOSNB Adaptor
600V SJ TO220F/261
100V TO220/261/262

DC FAN30~100V N/P-Ch
SO8/TSOP6/PQFN33/56
Travel Adaptor
600V SJ TO25145~80V PQDN56
Battery Pack
24~40V CD CSP PQFN56/33

Server30V PQFN33/56
POL/DrMOS

MB
30V PQFN56
DrMOS

PoE
100V N-Ch PQFN33/56
150V P-Ch PQFN33

PC Power 80+600V SJ TO220
45~80V PQFN56/TO220

IPC
30V PQFN33/56/DrMOS100V
PQFN56Server Power
600/650 SJ TO220/247
45~80V PQFN56/TO220

Telecom Power
600/650V SJ TO220/247
100V PQFN56/TO220
Telecom DC-DC
100V PQFN33/56
DrMOS

Performance and Power Density

TSC Confidential and Proprietary

Price SensitiveLowMarket Segment Deep Dive••••Power Supply (Telecom Power)
Power of Ethernet
Industrial Motor ControlAutomotivePower Supply MOSFET Requirements
10W100W

Power rating [W]

1KW

5KW

Telecom Power• 600V/650V SJ MOSFET for PFC• 600V/650V SJ MOS FRFET for LLC• 80~200V MV MOSFETServer Power• 600V/650V SJ MOSFET for PFC• 600V/650V SJ MOSFET for LLC• 45~80V MV MOSFET• PQFN Package for space saving

PC Power

Adaptor & Charger•600V, 800V SJ & 60V MV MOS• More focus on 80plus product• 600~800V SJ MOSFET•100~120V MV MOSFETTSC Confidential and ProprietaryTelecom Power Architecture
AC/DC
Rectifier24/48 VDC

Isolated
DC/DCConverter
Single O/P

5.0V
POL

1.5V

POL

1.2V

POL

1.0V

HB;QB;EB

24V/48V
BUS
24Vin range : 18V ~ 36V
48Vin range : 36V ~ 75V

EnergyReservation
SystemIsolated
DC/DC
Converter

2.5V
1.8V

Dual O/Ps QB

3.3V

Isolated
DC/DC
Converter

+15V
-15V

Triple O/Ps HB
TSC Confidential and Proprietary

System Board

AC Mains

Isolated DC-DC Design Example
Primary-side
Full-Bridge MOSFET
QHA, QLA, QHB, QLB:
100V MOSFET
Critical Parameters:
Qg, QgdSecondary-side
Centre-tapped rectifier
MOSFETs Q1, Q2:
30V ~100V MOSFET
Critical Parameters:
Rds, Qrr, Trr

Vin = 36V ~ 75V

6~10 pcs MOSFETs ($3~5) perTSC
board
Confidential and Proprietary

Market Segment Deep Dive••••Power Supply (Telecom Power)
Power of Ethernet
Industrial Motor Control
AutomotivePower Of Ethernet
UPS

PSU

PSE

PoE

PD

TSC Confidential and Proprietary802.3af and 802.3at Power Classification
Standard PoE parameters and comparison
Property

802.3af (Type 1)

802.3at (Type 2)

Power available at PD

12.95 W

25.50 W

Maximum power delivered by PSE

15.40 W

30.0 W

Voltage range (at PSE)

44.0–57.0 V

50.0–57.0 V

Voltage range (at PD)

37.0–57.0 V

42.5–57.0 V

Maximum current

350 mA

600 mA per mode

Maximum cable resistance

20 Ω (Category 3)

12.5 Ω (Category 5)

Supported modes

Mode A (endspan), Mode B (midspan)

Mode A (endspan), Mode B (midspan)

TSC Confidential and Proprietary

PD Power Requirements

TSC Confidential and Proprietary

PSE – Power Source Equipment Power Diagram
1OptionTX

Boost Converter Switch
100V PQFN3x3
PWM
controller

24578PSEcontroller

Q3RX

36PSE Control Switch
100V SOT223, PQFN3x3Port 1Q1

1TX

ACPOLsBuck converters

24578PSE
controller

AC-DC

3Q2 … Qn

DC-DC
Brick

POL
1V/15A
POL
1.8V/10A
POL
3.3V/3APOL
2.5V/3ARX
6Port 2CPU core

Port nTSC Confidential and ProprietaryPD – Power Device Power Diagram
Power Device Bridge
Schottky Bridge
MOS-Bridge

Power Device DC-DC
2nd SR FETs 30V
PQFN56, SO8, PQFN33

Power Device DC-DC
Primary Switch 150V
PQFN56, SO8, SSOT31RXBR
12Q445Q3Q2
7PD
interface+
PWM
controller

POL

Buck
PWM
controller

Q183TX
6BR
2Active Clamp Switch
150V PQFN33 P-CH
TSC Confidential and Proprietary

PD Potential BOM Cost
PoE Std.

IEEE802.3af

IEEE802.3af

IEEE802.3at

PoE++

PoE++

Power~ 7W

15W

25W

60W

90W

DC-DC Topology

BridgeBR1 and BR2

Primary SW
Q1

Fly-Back

Schottky-Bridge*2
100V

150V N-Ch
SO8/PDFN33
Rds 130mohm

Fly-Back

Schottky-Bridge*2
100V

150V N-Ch
SO8/PDFN33
Rds 65mohm

Fly-Back

MOS-Bridge
100VndClamp FET
Q22 SRQ3 and Q4

BOM Cost

Not Applicable

30V N-Ch
SOT-23/TDFN22
Rds 250mohm$0.352

Not Applicable

30V N-Ch
SOT-23/TDFN22
Rds 250mohm$0.480150V N-Ch
SO8/PDFN33
Rds 65mohm

Not Applicable

30V N-Ch
PDFN33
Rds 8.5mohm$1.074

Active clamp forward

MOS-Bridge
100V

150V N-Ch
PDFN56 Rds50mohm

150V P-Ch
SO8/PDFN33
Rds 1000mohm

30V N-Ch
PDFN56
Rds 3.6mohm$1.330

Active clamp forward

MOS-Bridge
100V

150V N-Ch
PDFN56 Rds50mohm

150V P-Ch
SO8/PDFN33
Rds 300mohm

30V N-Ch
PDFN56
Rds 2.0mohm$1.426TSC Confidential and Proprietary

Market Segment Deep Dive••••Power Supply (Telecom Power)
Power of Ethernet
Industrial Motor ControlAutomotiveMOSFET Motor Control End Application
18~36VPower DrillActuator•••

Estimated 6~12pcs 40V or 60V MOSFETs
Estimated MOSFETs cost $0.8 ~ $1.6
Preferred package PDFN33, PDFN56

Power Sawing
TSC Confidential and Proprietary

Market Segment Deep Dive••••Power Supply (Telecom Power)
Power of Ethernet
Industrial Motor ControlAutomotive

2019 MOSFETs TAM – Automotive (ICE)
10%

20%

LV < 40V

20%40VMV
60~100V

50%MV
150~200V

Market Segment

2019
TAM $

LV < 40V

40VMV
60~100VMV
150~200V

Automotive (ICE)

845

169

423

169

85
Source: ROT• Average $40 ~ $50 per car• Application ECUTSC Confidential and ProprietaryMOSFET for Motor Drive Application in Automotive
ECU

Windscreen Wiper
Q1

Q3

Q5
Q7

Q10 Q11

Electric Power Steering

Q2

Q4

Q8

Q6

Q9

Requirement:
Clutch Transmission• VDS 40V and 60V• Low RDS(on)• Preferred package PDFN56 and PDFN33
TSC Confidential and Proprietary

Power Window Lift

Legislation As Main Drive for 48V Mild Hybrid System
CO2 Fleet Emission Targets 2020

95 g/km

133 g/km
117 g/km
105 g/km
Incentives and Low/Zero Emission Zones
LondonPollutant Emission Reduction

NOXPN
PMHC
NH3NO2Global Test Procedures

Beijing

NEDC

2017: WLTC
2017: RDE

FTP

2020: RDE

NEDC

2017: WLTC(exp.)

JC08

Low Emission
Zones

No external vehicle
during rush-hours

NEDC: New European Drive Cycle
WLTC: World Light duty Test Cycle RDE:
Real Drive Emissions

TSC Confidential and Proprietary

Strong Growth in 48 Volt and High Volt Hybridization
CO2 Legislation

Electrification (Million Vehicles)3530

EV and PHEV
Full Hybrid2548 Volt Hybrid

30

1120
5Incentives and Regulations

1593210510015412016

2020

TSC Confidential and Proprietary2025

Configuration with Belt Starter Generator
Conventional System

48 Volt System• Simple system integration,
replaces the generator• No high voltage protection
necessary• Belt starter generator with
15 kW peak performance:• Fast engine start• Recuperation and boost• 13% CO2 saving in NEDCTSC Confidential and ProprietaryMOSFET Opportunity in 48V Mild Hybrid
3 kW DC/DC Converter•••

Estimated 28 ~38pcs
80V or 100V
MOSFETs
Estimated MOSFETs
cost $25 ~ $35
Preferred package
TOLL48 Volt System

15 kW Belt Starter Generator

0.5 kWh Li-Ion Battery

TSC Confidential and Proprietary3kW DC-DC with Blocking Switches
Multi Phase DC-DC
Blocking Switches

Blocking Switches

48V/60A

12V/250A

Disconnect whenever:•Signal abnormal•
Reverse polarity

TOLL

••
•

Estimated 16~20pcs 80V or 100V MOSFETs
Estimated MOSFETs cost $15 ~ $18
Preferred package TOLLTSC Confidential and Proprietary

48V BSG Inverter
48VTOLL•••

Estimated 12~18pcs 80V or 100V MOSFETs
Estimated MOSFETs cost $11 ~ $16
Preferred package TOLLTSC Confidential and Proprietary