云计算时代的嵌入式产业. Embedded Industry in The Age of Cloud Computing. Hope Zhao( 赵慧波 ) SDD Business Manager July, 2010

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1 云计算时代的嵌入式产业 Embedded Industry in The Age of Cloud Computing Hope Zhao( 赵慧波 ) SDD Business Manager July,

2 Computing Eras Disruptive Technology 2Mainfram me/mini TAM -- Few million Touch at the terminal Won t be successful you won t sell more than 100 Pe ersonal TAM Billion Touch at the PC Won t be successful PC s can t network Cloud TAM Global Touch at the browser Won t be successful Web is designed for x86 Cloud Computing will build on the previous era. PCs will still be here like Mainframes are today

3 Morgan Stanley s view is very close 3

4 and they align on units and devices 4

5 ARM s Connected Community Wins This is ARM s era. We are mobile, we are internet, we have the technology, and we have the business model. 5

6 移动上网成为驱动 Users of Different Internet Access Devices as % of Total Internet Users in Dec 2009 * Handset Internet Users in China 89.4% Million 73.4% Trend towards Portable Devices 60.8% 2H % 27.8% 39.5% 2H 08 Dec 07 Dec 08 Dec 09 Doubles every 12 months. Desktop PC Laptop Handset Source: CNNIC Note *: Respondents could give more than one response. 6

7 Mobile Is the Key Technology Driver >12 Billion ARM Powered chips in mobile devices 2.5 Billion ARM Powered chips shipped in 2009 Average phone has > 2.0 ARM chips Scalable performance from ULCH to PC CAGR ~ 40% of smartphone predicted until 2013 Industry units (ex-memory) down ~20% ARM FY09: 3.9bn units (down ~2%) ARM7 ARM9 ARM11 Xscale ARM11 Cortex-A8 ARMv7 7

8 Technology and Ecosystem of Future Just some of the Cortex-A class mobile devices announced Toshiba TG-01 Only been 12 months since first ARMv7 handset was announced Palm Pre LG GW820 Samsung i890 HD All the top5 OEMs now have introduced ARMv7 products HTC Nexus One Sony Ericsson Satio Nokia N900 Motorola Droid Today s advanced handsets are becoming mobile computers 2010 smartphone features trickle down to 2013 lowend handset v7a 8

9 Redefining Mobile ARM Cortex devices are defining new categories of mobile products Chipset variety and multiple operating systems enable product diversity Some of the New ARM-based Products Recently Announced Skiff Reader Lenovo Ideapad U1 Dell Latitude Z 600 First ARM technology-based mobile computing devices announced by leading OEMs Mobile computing market expected to grow to 500m units by 2014* *ABI Research, IDC, Gartner and ARM forecasts Compal Android Tablet Lenovo Skylight More Announcements Expected Through 2010 Mobinnova Bean 9

10 云计算需要多方的协作 Complete web experience needs broad support from operating system, optimised browser and a range of plug-in software Hundreds of man years work for each porting means only fewer architecture will be supported Operating Systems Browsers Plug-Ins/Web Enablers Internet Explorer Google Chrome Mozilla Firefox Adobe Flash 10 Ajax Website Acceleration Opera Mozilla Fennec Webkit Browser Tools Microsoft Silverlight Yahoo Widgets 10

11 ARM 生态系统 700+ The ARM Connected Community accelerates innovation Chinese industry rising up to take on the opportunity and challenge Partnering with ARM to leverage global ecosystem 11

12 中国合作创新的平台 ARM platform enables Chinese innovation, standards, and key technology and IP ARM 中国芯 中国标准 12

13 云计算 : 互联网到物联网 ~2.5 billion consumer mobile devices in billion embedded & enterprise microcontrollers in Bu Micro & Data 2Bu Automotive Segment TAM (M) 2013 Mobile 1,476 Home 713 Netbooks 139 PMP 200 Automotive Multi-Media 1Bu Industrial 1Bu Comms Many of the technologies developed for mobile will be reused in other markets Web technologies Wireless connectivity 50 Mobile is the key technology driver 13

14 云计算时代合作共赢 多样化的芯片 14 多样化的終 多样化的終端 应用与服务

15 Summary We are at the beginning of the next era of computing, enabling global reach via lowcost internet connected devices lots of opportunity Low-power, mobility, differentiation, innovation, competition and cost will reign supreme ARM hw and sw partners have solutions today and are designing for the future American Way In-flight Magazine October 1, 2009 Illustration by Garcia Lam 15