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How Intel competes on today’s fabless ecosystem?


The SEMI/Gartner Market Symposium was held Semicon West 2014 at San Francisco, on July 7. Am grateful to Ms. Becky Tonnesen, Gartner, and Ms Agnes Cobar, SEMI, for providing me the presentations. Thanks are also due to Ms Deborah Geiger, SEMI.

Dean Freeman, research VP, Gartner, outlined the speakers:

• Sunit Rikhi, VP, Technology and Manufacturing Group, GM, Intel Custom Foundry Intel, presented on Competing in today’s Fabless Ecosystem.

• Bob Johnson, VP Research, Gartner, presented the Semiconductor Capital Spending Outlook.

• Christian Gregor Dieseldorff, director Market Research, SEMI, presented the SEMI World Fab Forecast: Analysis and Forecast for Fab Spending, Capacity and Technology.

• Sam Wang, VP Research Analyst, Gartner, presented on How Foundries will Compete in a 3D World.

• Jim Walker, VP Research, Gartner, presented on Foundry versus SATS: The Battle for 3D and Wafer Level Supremacy.

• Dr. Dan Tracy, senior director, Industry Research & Statistics, SEMI, presented on Semiconductor Materials Market Outlook.

Let’s start with Sunit Rikhi at Intel.

As a new player in the fabless eco-system, Intel focuses on:
* The value it brings to the table.
* How it delivers on platforms of capability and services.
* How it leverage the advantages of being inside the world’s leading Integrated Device Manufacturer (IDM)
* How it face the challenges of being inside the world’s leading IDM.

Intel sunit-rikhiIntel has leadership in silicon technologies. Transistor performance per watt is the critical enabler for all. Density improvements offset wafer cost trends. Intel currently has ~3.5-year lead in introducing revolutionary transistor technologies.

In foundry capabilities and services platforms, Intel brings differentiated value on industry standard platforms. 22nm was started in 2011, while 14nm was started in 2013. 10nm will be starting in 2015. To date, 125 prototype designs have been processed.

Intel offers broad capability and services on industry standard platforms. It also has fuller array of co-optimized end-to-end services. As for the packaging technology, Intel has been building better products through
multi-component integration. Intel has also been starting high on the yield learning curve.

Regarding IDM challenges, such as high-mix-low-volume configuration, Intel has been doing configuration optimization in tooling and set-up. It has also been separating priority and planning process for customers. Intel has been providing an effective response for every challenge.

Some of Intel Custom Foundry announced customers include Achronix, Altera, Microsemi, Netronome, Panasonic and Tabula.

Can 2014 be a major year for global semicon industry?


The year 2014 is expected to be a major year for the global semiconductor industry. The industry will and continue to innovate!

Apparently, there are huge expectations from certain segments such as the so-called Internet of Things (IoT) and wearable electronics. There will likely be focus on the connected car. Executives have been stating there could be third parties writing apps that can help cars. Intel expects that technology will be inspiring optimism for healthcare in future. As per a survey, 57 percent of people believe traditional hospitals will be obsolete in the future.

Some other entries from 2013 include Qualcomm, who introduced the Snapdragon 410 chipset with integrated 4G LTE world mode for high-volume smartphones. STMicroelectronics joined ARM mbed project that will enable developers to create smart products with ARM-based industry-leading STM32 microcontrollers and accelerate the Internet of Things.

A look at the industry itself is interesting! The World Semiconductor Trade Statistics Inc. (WSTS) is forecasting the global semiconductor market to be $304 billion in 2013, up 4.4 percent from 2012. The market is expected to recover throughout 2013, driven mainly by double digit growth of Memory product category. By region, all regions except Japan will grow from 2012. Japan market is forecasted to decline from 2012 in US dollar basis due to steep Japanese Yen depreciation compared to 2012.

WSTS estimates that the worldwide semiconductor market is predicted to grow further in 2014 and 2015. According to WSTS, the global semiconductor market is forecasted to be up 4.1 percent to $317 billion in 2014, surpassing historical high of $300 billion registered in 2011. For 2015, it is forecasted to be $328 billion, up 3.4 percent.

All product categories and regions are forecasted to grow positively in each year, with the assumption of macro economy recovery throughout the forecast period. By end market, wireless and automotive are expected to grow faster than total market, while consumer and computer are assumed to remain stagnant.

Now, all of this remains to be seen!

Earlier, while speaking with Dr. Wally Rhines of Mentor, and Jaswinder Ahuja of Cadence, both emphasized the industry’s move to 14/16nm. Xilinx estimates that 28nm will have a very long life. It also shipped the 20nm device in early Nov. 2013.

In a 2013 survey, carried out by KPMG, applications markets identified as most important by at least 55 percent of the respondents were: Mobile technology – 69 percent; Consumer – 66 percent; Computing – 63 percent; Alternative/Renewal Energy – 63 percent; Industrial – 62 percent; Automotive – 60 percent; Medical – 55 percent; Wireline Communications – 55 percent.

Do understand that there is always a line between hope and forecasts, and what the end result actually turns out to be! In the meantime, all of us continue to live with the hope that the global semiconductor will carry on flourishing in the years to come. As Brian Fuller, Cadence, says, ‘the future’s in our hands; let’s not blow it!’

Round-up 2013: Best of semiconductors, electronics and solar

December 31, 2013 Comments off

Virtex UltraScale device.

Virtex UltraScale device.

Friends, here’s a review of 2013! There have been the usual hits and misses, globally, while in India, the electronics and semiconductor industries really need to do a lot more! Enjoy, and here’s wishing everyone a Very Happy and Prosperous 2014! Be safe and stay safe!!

DEC. 2013
What does it take to create Silicon Valley!

How’s global semicon industry performing in sub-20nm era?

Xilinx announces 20nm All Programmable UltraSCALE portfolio

Dr. Wally Rhines: Watch out for 14/16nm technologies in 2014!

Outlook 2014: Xilinx bets big on 28nm

NOV. 2013
Indian electronics scenario still dull: Leaptech

Connecting intelligence today for connected world: ARM

India poses huge opportunity for DLP: TI

SEMICON Europa 2013: Where does Europe stand in 450mm path?

OCT. 2013
Apple’s done it again, wth iPad Air!

IEF 2013: New markets and opportunities in sub-20nm era!

SEPT. 2013
ST intros STM32F4 series high-performance Cortex-M4 MCUs

Great, India’s having fabs! But, is the tech choice right?

G450C

G450C

Now, India to have two semicon fabs!

Higher levels of abstraction growth area for EDA

AUG. 2013
Moore’s Law could come to an end within next decade: POET

What’s happening with 450mm: G450C update and status

300mm is the new 200mm!

JULY 2013
Xilinx tapes-out first UltraScale ASIC-class programmable architecture

JUNE 2013
EC’s goal: Reach 20 percent share in chip manufacturing by 2020!
Read more…

Dr. Wally Rhines: Watch out for 14/16nm technologies in 2014!

December 6, 2013 Comments off

Dr. Wally RhinesIt is always a pleasure speaking with Dr. Walden (Wally) C. Rhines, chairman and CEO, Mentor Graphics Corp. The last time I met him was at Santa Cruz, USA, during a global electronics forum in April this year. First, I asked him regarding the outlook for the global semiconductor industry in 2014, as well as the EDA industry.

Outlook for global semicon industry in 2014
Dr. Rhines said: “The outlook for the global semicon industry in 2014 is modestly positive. Most analysts will see single digiit growth. In memory, we have short supply vs. demand. While we had consolidation of the wireless industry, we still have volumes of handsets, tablets, etc. In the US, tablets are said to be the biggest growth area during Xmas.

“When you look at any product, you look at what more can it do. You look at more and more features that can be added. We have speciallization in ARM-based chips. There are enough change dynamics that show demand. The iPad bridged the gap between the portable PC and phone. The infrastructure of apps has now made a huge infrastructure. If you are dependant on apps, there can be a differentiator.

“Wearable electronics is another great opportunity. However, it is still a small market. The electronic watch is interesting. We are in an era where there are some things that are key, and some require figuring out. There will be more and more need for specific devices, rather than only applications in future. The same thing was with the PC, which went from custom to specific needs.”

In that case, how is the global semiconductor industry performing having entering the sub 20nm era?

He said that 2014 is going to be a big year. There will be releases of 14/16nm technologies. This will be the year when customers will be doing tests. There are companies in all regions of the world that will be doing such stuff.

Have FinFETs gone to 20nm? Are those looking for power reduction now benefiting?

Dr. Rhines said: “The big advantage is leakage. FinFET dramatically impacts current leakage. Now, attention will shift to dynamic power. It will once again be predominantly the consumer of power in large chips.

Outlook for EDA industry
Now, let’s see what’s the outlook for the global EDA industry in 2014.

Dr. Rhines said: “Whenever you create new technologies, you will need EDA. So, EDA will grow. New designs will also need EDA. There will be new EDA tools. EDA is now addressing thermal and stress issues in verification and design. Caliber PERC is our main product here. The upgrades are good for EDA. There are new things they have to adopt, in these tools.”

Let’s talk a bit about embedded. Mentor released the new version of Sourcery CodeBench. What does it stand to gain?

Raghu Panicker, sales director, Mentor Graphics India said the Sourcery CodeBench is a real-time operating system (RTOS). That product is gaining momentum. Large MNC customers like Qualcomm are adopting this. Among small firms, there are medical, energy meter companies that are handling it as well.

Dr. Rhines added that Sorcery CodeBench is indicative of a trend – it is very open source based. It is now 20,000 downloads a month, so that is a big community.

Next is there any scope for the growth of biomems and optical telecom industry?

He said that both areas are interesting. Biomems are still a fairly small market. It is going to be evolutionary. As for optical telecom, over the last year or two, all participants have gone into a silent mode. Mentor is working with a number of customers.

Five trends to rule in 2014
Now, it was quiz time. First, the top five trends in the EDA industry during 2014. Dr. Rhines said:
* Growth of emulation for verification. The market is growing at over CAGR of 25 percent. Emulation is really big. It will be a big game changer for EDA.
* 16/14nm.
* Continued pressure on power as we go to FinFETs.
* Power reduction.
* Yield analysis for 14/16nm. A near range can be security.

Now, the top five trends for semiconductors in 2014! Dr. Rhines mentioned these as:
* Move to 14/16nm and cost.
* Growth in hybrid functions is another trend.
* Basic IoT.
* Security – how you verify designs.
* Continued commoditization of wireless apps.
Read more…

Connecting intelligence today for connected world: ARM

November 18, 2013 Comments off

ARMARM calls the spirit of innovation as collective intelligence at every level. It is within devices, between people, through tech and across the world. We are still pushing boundaries of mobile devices.

Speaking at the ARM Summit in Bangalore, Dr Mark Brass, corporate VP, Operations, ARM, said that the first challenge was the number of people on the planet. Technology development and innovation also pose challenges.

According to him, mobile phones are forecast to grow 7.3 percent in 2013 driven by 1 billion smartphones. Mobile data will ramp up 12 times between now and 2018. Mobile and connectivity are creating further innovation.

August, a compamy, has introduced an electronic lock for doors, controlled by the smartphone. Another one is Proteus, which looks at healthcare. The smartphone is becoming the center of our world. All sorts of sensors are also getting into smartphones. Next, mobile and connectivity are growing in automobiles. Companies like TomTom are competing with automobile companies. Connectivity is also transforming infrastructure and data centers. They are now building off the mobile experience.

As per ARM, an IoT survey done has revealed that 76 percent of companies are dealing with IoT. As more things own information, there will be much more data. The IoT runs on ARM.

“There’s more going on than just what you think. IoT is not just about things. Skills development should not be an afterthought. Co-operation is critical. Solutions will emerge. All sorts of things are going to happen. Three years from now, only 4 percent of companies won’t have IoT in the business at all,” Dr. Brass added.

IoT will be present in industrial, especially motors, transportation, energy, and healthcare. Smart meters are coming in to help with energy management. There is a move to Big Data from Little Data.

Challenges in 2020 would be in transportation, energy, healthcare and education. ARM and the ARM partnership is addressing those. “We are delivering an unmatched diversity of solutions. We are scaling from sensors to servers, connecting our world,” Dr. Brass concluded.

Apple’s done it again, wth iPad Air!

October 22, 2013 1 comment

iPad Air

iPad Air

Today, at San Francisco, Apple introduced the iPad Air that features a 9.7-inch Retina display in a new thinner and lighter design!

Earlier, yesterday, in India, Samsung announced the GALAXY Note 10.1! However, it isn’t any match for the iPad Air!!

The release says that precision-engineered to weigh just one pound, the iPad Air is now 20 percent thinner and 28 percent lighter than the fourth generation iPad, and with a narrower bezel the borders of iPad Air are dramatically thinner-making content even more immersive.

Apple also introduced the new iPad mini featuring Retina display and 64-bit Apple-designed A7 chip.

The iPads feature two antennae to support Multiple-In-Multiple-Out (MIMO) technology, thus bringing twice the Wi-Fi performance to iPad Air and iPad mini with Retina display at a blazingly fast data rate up to 300 Mbps. The fact that Apple will be offering 128GB for both the models shows that it really means business!

And, what will it do to Apple’s business? Well, there will definitely be many more buyers for sure. Gosh, what will I do? I have a third-gen iPad and this is a fifth-gen model! Never mind! All the best to those who would be buying the iPad Air!

Besides the iPad Air, there were some other announcements made by Apple. First, Apple introduced the next gen iWork and iLife apps for OS X, as well as the OS X Mavericks, which is now available free from Mac App store. Apple also introduced the all new Mac Pro! Brilliant!

IEF 2013: New markets and opportunities in sub-20nm era!

October 15, 2013 1 comment

Future Horizons hosted the 22nd Annual International Electronics Forum, in association with IDA Ireland, on Oct. 2-4, 2013, at Dublin, Blanchardstown, Ireland. The forum was titled ‘New Markets and Opportunities in the Sub-20nm Era: Business as Usual OR It’s Different This Time.” Here are excerpts from some of the sessions. Those desirous of finding out much more should contact Malcolm Penn, CEO, Future Horizons.

Liam BritnellLiam Britnell, European manager and Research Scientist, Bluestone Global Tech (BGT) Materials spoke on Beyond Graphene: Heterostructures and Other Two-Dimensional Materials.

The global interest in graphene research has facilitated our understanding of this rather unique material. However, the transition from the laboratory to factory has hit some challenging obstacles. In this talk I will review the current state of graphene research, focusing on the techniques which allow large scale production.

I will then discuss various aspects of our research which is based on more complex structures beyond graphene. Firstly, hexagonal boron nitride can be used as a thin dielectric material where electrons can tunnel through. Secondly, graphene-boron nitride stacks can be used as tunnelling transistor devices with promising characteristics. The same devices show interesting physics, for example, negative differential conductivity can be found at higher biases. Finally, graphene stacked with thin semiconducting layers which show promising results in photodetection.

I will conclude by speculating the fields where graphene may realistically find applications and discuss the role of the National Graphene Institute in commercializing graphene.

Jean-Rene Lequepeys, VP Silicon Components, CEA-Leti, spoke on  Advanced Semiconductor Technologies Enabling High-Performance Jean-Rene Lequepeysand Energy Efficient Computing.

The key challenge for future high-end computing chips is energy efficiency in addition to traditional challenges such as yield/cost, static power, data transfer. In 2020, in order to maintain at an acceptable level the overall power consumption of all the computing systems, a gain in term of power efficiency of 1000 will be required.

To reach this objective, we need to work not only at process and technology level, but to propose disruptive multi-processor SoC architecture and to make some major evolutions on software and on the development of
applications. Some key semiconductor technologies will definitely play a key role such as: low power CMOS technologies, 3D stacking, silicon photonics and embedded non-volatile memory.

To reach this goal, the involvement of semiconductor industries will be necessary and a new ecosystem has to be put in place for establishing stronger partnerships between the semiconductor industry (IDM, foundry), IP provider, EDA provider, design house, systems and software industries.

Andile NgcabaAndile Ngcaba, CEO, Convergence Partners, spoke on Semiconductor’s Power and Africa – An African Perspective.

This presentation looks at the development of the semiconductor and electronics industries from an African perspective, both globally and in Africa. Understanding the challenges that are associated with the wide scale adoption of new electronics in the African continent.

Electronics have taken over the world, and it is unthinkable in today’s modern life to operate without utilising some form of electronics on a daily basis. Similarly, in Africa the development and adoption of electronics and utilisation of semiconductors have grown exponentially. This growth on the African continent was due to the rapid uptake of mobile communications. However, this has placed in stark relief the challenges facing increased adoption of electronics in Africa, namely power consumption.

This background is central to the thesis that the industry needs to look at addressing the twin challenges of low powered and low cost devices. In Africa there are limits to the ability to frequently and consistently charge or keep electronics connected to a reliable electricity grid. Therefore, the current advances in electronics has resulted in the power industry being the biggest beneficiary of the growth in the adoption of electronics.

What needs to be done is for the industry to support and foster research on this subject in Africa, working as a global community. The challenge is creating electronics that meet these cost and power challenges. Importantly, the solution needs to be driven by the semiconductor industry not the power industry. Focus is to be placed on operating in an off-grid environment and building sustainable solutions to the continued challenge of the absence of reliable and available power.

It is my contention that Africa, as it has done with the mobile communications industry and adoption of LED lighting, will leapfrog in terms of developing and adopting low powered and cost effective electronics.

Jo De Boeck, senior VP and CTO, IMEC, discussed Game-Changing Technology Roadmaps For Lifescience. Jo De Boeck

Personalized, preventive, predictive and participatory healthcare is on the horizon. Many nano-electronics research groups have entered the quest for more efficient health care in their mission statement. Electronic systems are proposed to assist in ambulatory monitoring of socalled ‘markers’ for wellness and health.

New life science tools deliver the prospect of personal diagnostics and therapy in e.g., the cardiac, neurological and oncology field. Early diagnose, detailed and fast screening technology and companioning devices to deliver the evidence of therapy effectiveness could indeed stir a – desperately needed – healthcare revolution. This talk addresses the exciting trends in ‘PPPP’ health care and relates them to an innovation roadmap in process technology, electronic circuits and system concepts.
Read more…

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