InvenSense and the IoT. Sam Massih March 2017

Transcription

1 InvenSense and the IoT Sam Massih March 2017

2 Company Overview

3 History of Success FY 2016 Revenue: $418M Y/Y Growth 12%, with IoT Growth >100% Announced ~20 New products and Solutions $372 $418 ($ in Millions) $80 $97 IPO 11-Nov-2011 NYSE: INVN $153 $209 $253 $3 $8 $29 FY2007 FY2008 FY2009 FY2010 FY2011 FY 2012 FY2013 FY2014 FY2015 FY2016 Founded 2003 Headquarters San Jose, CA Cash Position $270 M (June 16) Employees InvenSense Inc. Company Confidential Note: Company fiscal year ends Sunday closest to March 31. 3

4 Locations & Offices Calgary, Canada San Jose, CA Boston, MA Milan, Italy Grenoble, France Bratislava, Slovakia Seoul, Korea Yokohama, Japan Shanghai, China Shenzhen, China Hsinchu, Taiwan Global HC: 659 R&D: 325 Manufacturing: 176 S&M: 99 G&A: 59 4 InvenSense Inc. Company Confidential

5 Motion Combo Leadership Market Leader >2 Billion Units Shipped Mobile Wearable Imaging Gaming IoT >60% Worldwide Consumer 6-axis/gyro >50% Mid/High Tier Smartphones >80% Optical Image Stabilization (OIS) >90% Drones & VR/AR 5 InvenSense Inc. Company Confidential

6 Beyond Mobile Motion + Mics Drones Conferencing Systems Auto Infotainment Systems Hearables / Earables Wearables Gaming Controllers Home Automation Robots & Artificial Intelligence Video Surveillance Virtual Reality Systems 6 InvenSense Inc. Company Confidential

7 Customers IoT/Consumer 32% Mobile 54% Imaging 14% 7 InvenSense Inc. Company Confidential

8 INVN Inside Wearables Babolat MPU-6000 Zepp ITG-3701 Octonion MPU-9250 Bragi MPU-9250 MPU-6500 Sony MPU-6500 FireFly SoC + Audio Mics + 6/9-Axis Intel/Fossil ICS LG Urbane 2 Watch MPU-6515 Qiwo Smart Watch ICM Fitbit Surge MPU-9250 SK Telecom MPU-6555 Zikto MPU-6555 BBK Children Watch ICM InvenSense Inc. Company Confidential

9 Wearable Sensor System Solutions

10 The Anatomy of Wearable Solutions Head (HMD/VR/AR) 6-axis raw data sensor ICM ICM20603 IKHz Fusion Library with In-Run Calibration Ear (Smart Earable) ICM SoC in MP (Steps/HRM) Earable SoC in Definition (Steps, Activity, HRM, Distance, Gestures) Wrist (Smart Watch/Fitness Band) ICM-30631/32 SoC with Wrist SW Stack ICM axis with Wrist Features (B2S, Steps, Activity) ICC PDM Mic + Baro in Single Package HRM Algo Motion Correction for PPG Coursa Sports Extend GPS Watches Battery Life

11 Wrist Worn Health/Fitness Feature Set Activity/Context Steps, Activity, Sleep Vital Signs Monitoring PPG Motion Artifact Correction HRV OEM Health/Fitness Cloud Sensor Assisted GNSS Running: Speed/Distance/Route Barometer Support Floors Climbed

12 Activity/Context Solutions 6-axis Raw Data Sensor ICM or ICM /9-axis Smart Sensor ICM Wearable FireFly - ICM Gestures Sensor Support Statistics Activity Raw Data Sensor Activity- Classifier B2S

13 FireFly SoC: ICM Hierarchical Tri-Core Processing ARM M0: Open Platform DMP4: FFT DMP3: Android L offload Low Power Processing (M0+DMP < M4) Master Required to boot up MSP430 Test Condition Standby (No functionality) Current (ua) 32 Host Side Driver SPI SMD only Pedometer only Activity only HRM (PPG Sensor not included) 500 Off-Load Processes Wearable Sensor Features at Low Power FLASH / SRAM 64K / 64K Accel Gyro ICM DMP3 I2C Cortex M0 DMP4 I2C Complete Wearable SW Features See Next Slide 30631/32 PPG PAH8001 Baro BMP280

14 High-End Wearable Offering: Complete Wrist Worn Wearable SW Stack Category Hardware Sensor ICM-3063x SW Features SW Feature/Support Accelerometer Gyro Pressure (BMP280) PPG (PAH8001/8002, ADPD174, PPS960) Display Smart Watch/ Fitness Tracker BLE GPS Health/ Fitness Features Gestures Android Sensors Activity: Walk, Run, Bike, Still, Transport Walk/Run Step Counter Walk/Run Time Accrual Stand/Sit Time Accrual HRM Motion Artifact Correction Heart Rate Variation (HRV) All Day Heart Rate Tracking Sleep Analysis (manual entry) Calorie Counter Distance (Based on Stride Length) Floors Climbed (Floors climbed and decended) Bring-To-See, Shake, Double-Tap Android FusionGravity, Linear Accel, Orientation (GRV) MCU or AP (Display Driver/Graphics, etc) ICM-3063x Barometer Sensor Framework Steps, Activity, Stairs HRM, HRV, Sleep Sensor Fusion PPG Touch

15 Sensor-Assisted Fitness Tracking

16 Coursa Sports Sensor-assisted fitness tracking Speed Distance Route 25% GNSS Duty-Cycle Improved Accuracy Increased Availability 16

17 GPS is a Wearable Battery Killer Problem: GPS Usage Kills Battery Life Fitbit Surge: - 7 day Battery life - 5hr GPS Battery life TomTom GPS Watch: - 17 day Battery life - 10hr GPS Battery life Fitness Apps - 4-6hr Battery Life w/ GPS Solution: Coursa Sports Use Less GPS and Keep Accuracy of Speed/Dist/Route Sensors + GNSS Integration Low Power Mode: 50% Lower Power than GPS OpenSKy: Similar speed/distance Accuracy MultiPath: Improved speed/dist Accuracy 100% Coverage in Denied Environments Improved Workout Credit Available Wrist Worn Wearable and Mobile

18 GNSS Duty Cycling Concept Power Savings Using 25% of GNSS through duty cycling GNSS on for 15 sec then off for 45 sec Position Performance Seamless position solution Distance & Route are same performance as GNSS on all the time 18

19 Coursa Sports on Track Today s Solutions: Create a gap in position & velocity info that is filled by drawing a straight line between points for position and assuming constant velocity Coursa Sports (Low Power Mode) GNSS used in duty cycle 19

20 ICC (Baro + Mic)

21 #1 Key Advantage of ICC ES May 17 MP Sept 17 Use Case: 1. Mic Hi Siri 2. Baro Elevation Tracking for Health App Baro Hole Mic Hole ICC Hole Total Cost of a single Air Access Step Cost Note ID Hole $0.02 Drilling Flex PCB $0.10 Mounted near Hole Sealing Hole $0.70- $1.00 Total $ $1.12 System Sealing for Water/Dust with O-Ring and mesh 21

22 Other Advantages of ICC #2 Space Savings BMP280 2mm x 2.5mm ICS mm x 2.65mm 5.2mm x 2.7mm 14.3 mm mm #3 Baro Specs Lower current consumption supports AlwaysOn applications 10x better Relative Accuracy than standalone competitors barometers Lowest noise and best resolution in market See next slide for Competitive Analysis 22

23 ICP-101xx Specs Comparison Item Relative Accuracy (hpa) InvenSense ICC ±10 Over 300hPa, , 25ºC ±1 Any 10 hpa change Bosch BMP280 ±12 Over 200hPa, hpa, C Formosa FMB320 ±12 Over 250hPa, hpa, C GoerTek SPL ±6 Pa Over 100hPa, hpa, 0-65 C ST LPS22HB ±10 Pa Note: Below sea level! , 25 C Absolute Accuracy (0-65ºC, Pa) ± ± ± ± ±1(w/o OPC); ±0.1 (w/ OPC) Noise (Pa) 3 (LP) 0.85 (LN) 3.3 (LP) 1.3 (LN) 1.97 (LP) 0.98 (LN) 5 (LP) 0.6 (sea level) 0.75 (LN) Temp Coefic. Offset (Pa/ C) 0.2 (25 to (25 to (25 to (25 to 45 N/A Current (@ 1Hz ODR) 1.1 µa (LP) 5 µa (LN) 2.7 µa (LP) 24.8 µa (LN) 3 µa (LP) 13.9 µa (LN) 3 µa (LP) 40 µa (high pres) 4 µa (LP) 15 µa (LN) Package (mm) 5.2 x2.7x pin LGA 2x2.5x pin LGA 2x2.5x pin LGA 2x2.5x pin LGA 2x2x pin LGA

24 Package Drawing: 5.2x2.7x0.98mm ICC Baro SCL SDA VDD GND Mic PDA PCL L/R Pin Name SCL SDA VDD GND Description I2C Clock Serial Data Supply Voltage Ground Maintains standard mic package height & width - No additional space on lower edge of phone - Same WxH of Standard mic: 5.2x2.7x0.98mm PDA PCL L/R PDM Data PDM Clock Channel Select Note: Additional pins may be needed to improve package stability for baro performance

25 High Impact Sports ICM-20649

26 IMU for High-Impact Sports Need: Gyro 2000dps Accel 16g Need: Gyro 4000dps Accel 30g 26 Point of Impact High Angular Velocity

27 20649 Motion Analysis Module Application Flash (Data Storage) Flash (Data Storage) Vibration Sensor BT/BLE 1KHz (Raw Sensor Data) Vibration Sensor BT/BLE MCU (Cortex Mx) MCU (Cortex Mx) STM 24g 6-axis 16g/2000dps ICM g/4000dps MP Now

28 Accel 30g vs. 16g ICM-20649

29 Gyro 4000dps vs. 2000dps ICM-20649

30 AR/VR/HMD Sensor Platform System Solutions

31 INVN Inside HMD/VR Microsoft HoloLens Oculus Rift HTC Vive Customer Application 1 st Gen Design (In MP Now) Microsoft Oculus HTC HMD/AR HoloLens HMD/VR Rift HMD/VR Vive (from Valve) ICM B (Headset) MPU-6500T (Controller) BMI055 (Headset) MPU-6500 (Headset/Controller)

32 Good Gyro Needed for Pokeman Go Pokemon Go is finally out. All your friends are playing it, and you want to join in. Unfortunately, your Android phone is letting you down, and it s making you krabby. Augmented Reality Requires a Gyroscope I downloaded Pokemon Go yesterday, and was positively gloom-y to discover that the much-hyped augmented reality (AR) feature wasn t available on my device. When I activated it, an error message popped up that said, We re not detecting your phone s orientation. Would you like to turn off AR mode?. My phone a Huawei Honor 5X lacks one, despite being a pretty middle-of-the-road device. 32 InvenSense Inc. Company Confidential

33 Gyro Enables Better UX for AR/VR Must use Gyro and NOT Compass Compass Response time not fast enough Can t use Compass Indoors because of environmental magnetic distortions caused by metal and electromagnetic waves User Experience: Gyro allows Real time response without delays Sensor Fusion depends on Gyro Noise, Gyro Offset, and Gyro Sensitivity Same specs that make INVN a leader in OIS applications INVN offers Best Gyro Nosie/Offset/Sensitivity in Industry. Key spec: User Experience: Orientation stays fixed to the real world so that Pokeman stays in same location even after user hand movement Mobile gets hot because GPS, AP/Graphics, Display and Gyro on 100% INVN offers best Gyro Offset vs. Temp spec: 0.01 dps/ºc See Video showing major drift on Non-Invensense Gyro based phones User Experience: Pokeman won t drift over camera scene as mobile temp increases 33 InvenSense Inc. Company Confidential

34 Gyro Offset vs. Temp Setup A/M/G 9X Rotation Vector Test Case Benchmark Phones Test Condition (Recoding Temp) Test Result (Error in degree) ( Competition vs INVN) 1 iphone5s vs. iphone6+ 7 heat up 43 C 90 VS 1 2 Xiaomi5 vs. iphone6+ 3 heat up 43 C 30 VS 1 * Create a ±1 Swing test environment to simulate the real Handset and HMD user case of AR/VR 34 InvenSense Inc. Company Confidential

35 Gyro Offset vs. Temp Video iphone 5S vs iphone 6+ 7 heat upto 43 0 C Xiaomi5 vs iphone 6+ 3 heat upto 43 0 C 35 InvenSense Inc. Company Confidential

36 Thank you!