Building the Smart Future CONFAB 2015

Transcription

1 Building the Smart Future CONFAB 2015 Jim Feldhan President

2 Global Economics Affect Semiconductors Oil Prices World GDP Our environment which we can not control but must manage Consumer Confidence Aging Population Regional Conflicts Copyright Semico Research Corp.

3 World GDP: A Mixed Bag GDP Growth China 10.3% 9.5% 8.1% 7.6% 7.4% 7.2% India 7.4% 7.8% 4.5% 5.4% 4.8% 7.0% Korea 6.1% 4.3% 2.9% 3.0% 3.6% 3.3% Brazil 7.5% 3.2% 1.3% 2.3% 0.8% 1.5% U.S. 2.8% 1.6% 2.3% 1.9% 2.4% 2.8% EU 2.3% 1.5% 1.5% -0.3% 0.8% 1.4% Japan 3.9% -0.5% 2.0% 2.5% -0.8% 0.7% Source: Semico Research Corp. and Government Statistics 3

4 Mobility Driving the Market Million of Units Smartphones 500 Smartphone Up 21% in 2014 Up 14% in 2015 Source: Semico Research Corp f 2016f 2017f 2018f Tablet Up 24% in 2014 Up 16% in Notebook/Convertible Up 10% in 2014 Up -1.3% in 2015 Source: Semico Research Corp.

5 Semiconductor Forecast 5

6 IPI Points to Growth in 2015 Source: Semico Research IPI Report 6

7 World Semiconductor Forecast Dollars in Millions Source: Semico Research Corp. 7

8 Wafer Demand

9 The Smart Future 9

10 Where s the IoT growth? **IoT Less Mobile Computing & Smartphone Units Source: Semico Research Corp. 10

11 Wearables

12 Wearable Air Quality Sensor Connecting with your environment allergens like pollen car exhaust, fine dust, and smoke UV sensor to help users track sun exposure as well as temperature and humidity sensors $199

13 IoT and Animal Wearables Action Heroes Finding Wandering Fido The Athlete 2 Really way Communication are you Kidding!! with your Pet

14 Animal IoT isn't just about cats & dogs

15 Industrial Sector Will Lead the IoT Revolution

16 Smart Lighting Outdoor/Area Lighting Office & Industrial Street Lighting Video Screens/Ads Hospitality 1/5 th of global electricity is used for Lighting Retail & Public Venues Architectural Lighting Source: Philips

17 Smart Lighting JVs

18 Source: Perkin Elmer Industrial IoT Air Quality Monitoring

19 Sports, Medical Monitoring and Diagnostics Smart Pills Fluid Analysis Real time sweat analysis using wearable micro-fluidic devices MC10 BioStamp hydration sensor Electrozyme tattoo biosensor analyzes chemical constituents of sweat galvanic skin sensors Standard electronics Compact low power batteries Ingestible materials considerations Source: Medtronics Sports and Health

20 A New IoT Era Smart Renewable Energy Powerwall 10 kwh weekly cycle and 7 kwh daily cycle models Guaranteed for 10 years Sufficient to power most homes during peak evening hours Multiple batteries may be installed together for homes with greater energy need Up to 90 kwh total for the 10 kwh battery and 63 kwh total for the 7 kwh battery Powerpack Aimed to support power needs for businesses with larger than 90 kwh demand of capacity for weekly cycles or 63 kwh of capacity for daily cycles Designed to scale infinitely, the Powerpack is a 100 kwh tower available in a minimum of 500 kwh capacity groupings. Source: Tesla

21 Home Automation=16B connected devices by

22 IoT End Markets Fueling ICs 8, 16 and 32 bit MCUs Sensors/MEMs (optical, pressure,gyro, Accel etc.) Communication devices ( Wi-Fi, Bluetooth) Low power SRAMs Embedded NVM (envm) Analog Power Management ICs ( & energy harvesting) Embedded SoCs

23 Basic Building Blocks for IoT 23

24 Sensor Hub Innovations 24

25 Sensor Fusion Ecosystem (2014) 25

26 Sensor Fusion Ecosystem (2015)

27 Source: ARM and Semico Research ARM s View of IoT

28 Total MEMS Shipments by End Markets 28

29 Falling prices driven by high volume consumer markets Smartphones drive technology and innovation Increasing integration and package innovations Other markets take advantage of trend MEMS ASPs

30 Factors for IoT to Takeoff Reduced costs of sensors, MCUs, RF, LEDs Lower manufacturing costs Move to 300mm for efficiency, high volume Low Power Distributed vs Centralized Processing Interoperability Manageable number of standards Open source framework for apps Security Connectivity & privacy 30 Source: Semico Research Corp.

31 Summary Consumer will still upgrade smartphones every 2 years or less over forecast period More features and functionality the driver Continued migration from feature to smart IoT the next big wave. Broad based semiconductor tech usage Sensor and MEMs adding data for processing Moores Law still alive -- just getting more complicated requiring novel innovation Source: Semico Research Corp.