Stellantis Implemented Versatile Semiconductor Strategy

Semiconductors are the cornerstone of the new STLA tools and technology platforms based on the performance, security and customer centers of today’s Stellantis tools, and the cutting-edge, BEV that will soon be available. As the auto industry accelerates tomorrow’s demand for conductors, Stellantis employs a multi-pronged strategy to harness the long-term output of life-changing microchips to contain and protect them. The overall strategy was incorporated by the cross-functional team, with a rigorous customer-oriented assessment of advanced technology and a sharp focus on the expansion laid out in the Stellantis Dare Forward 2030 plan.

The robust strategy, which is refined continuously, includes:

• implementation of a semiconductor database to provide full transparency on the semiconductor content;
• systematic risk assessment to avoid and proactively remove legacy parts;
• long-term chip level demand forecasting to support capacity securitization agreements with chip makers and Silicon Foundries;
• implementation and enforcement of a Green List to reduce chip diversity and – in case of future chip shortages – to put Stellantis in control of the allocation; and,
• the purchasing of mission-critical parts at chip makers including a long-term securitization of chip supply.

Stellantis has started to engage with strategic semiconductor providers like Infineon, NXP® Semiconductors, onsemi, and Qualcomm to further improve its all-new, state-of-the-art STLA platforms and technologies. In addition, Stellantis is working with aiMotive and SiliconAuto to develop its own differentiating semiconductors in the future.

“An effective semiconductor strategy requires a deep understanding of semiconductors and the semiconductor industry,” said Maxime Picat, Chief Purchasing and Supply Chain Officer at Stellantis. “We have hundreds of very different semiconductors in our cars. We have built a comprehensive ecosystem to mitigate the risk that one missing chip can stop our lines. At the same time, key vehicle capabilities directly depend on the innovation and performance of single devices. SiC MOSFETS extend the range of our electric vehicles while the computation performance of a leading-edge SoC is essential for the customer experience and safety.”

To date, Stellantis has entered into direct agreements for semiconductors with a purchasing value of more than €10 billion through 2030. The supply agreements cover a variety of vital microchips, including:

Silicon Carbide (SiC) MOSFETS, which are fundamental to the range of EVs. Microcontroller Unit (MCU), a key part of the computing zones for the STLA Brain electrical architecture. System-on-a-chip (SoC), where performance is essential for the high-performance computing (HPC) units that deliver the in-vehicle infotainment and autonomous driving assist functions.

Semiconductors play key roles in the vehicles that are driving the Stellantis transformation into a sustainable mobility tech company, as outlined in Dare Forward 2030. This includes enabling features and functions in the BEV-native STLA global platforms (Small/Medium/Large/Frame) and the seamless connectivity, remote upgradability, and the flexible service-oriented electrical/electronic architecture that underpins the STLA Brain, STLA SmartCockpit, and STLA AutoDrive artificial intelligence-powered platforms.