Embracing the Next Wave JEDEC Mobile & IOT Forum Copyright 2016 [Samsung/Min Jeung Cho ]
Stagnation or Leap Forward? Smartphone Shipment YoY Growth Rate 2B 60% 1B 30% B '11 '12 '13 '14 '15 '16 '17 '18 '19 '20 0% 1/16
From Convergence to Divergence CONVERGENCE DIVERGENCE Smart Phone Smart Phone 2/16
Changing Role, Enriching Mobile Eco Intelligent Hub Data Generation & Distribution Personalization Data Explosion 10X 22 15 6 10 31 Active Interaction Service '15 '16 '17 '18 '19 '20 Source: Global Mobile Data Traffic, CISCO 16 Cloud Data Analytics, Deep Learning 3/16
Never Enough Performance FHD 4K 8K Efficiency Consumption New Usage Data Compression ( 24~84GB/s) Gear VR Oculus Rift (w/ gtx970) 25.6GB/s 720p x2 1080px2 200GB/s Memory Bandwidth 4/16
Challenges in Mobile SOC Performance DRAM Performance (log) 12 14 15 Gbps 4.8 Benchmark Score (3D graphic) 100 10 1 3.2 1.6 0.1 10 12 14 16 18 Time 0 '10 '12 '14 '16 '18 5/16
Breakthrough: Power Optimization Mobile SOC CPU GPU 100% 50% 39% Mobile DRAM Power Efficiency 18% 20% 1 2 3 0% LP3 LP4 LP4X LP5 DRAM Frequency Usage(DOU*) Mobile DRAM 40% LP3 20% LP4 1600 3200 1 Cache 2 Cache & Buffer 3 Texture Compression Frame Buffer Compression 0% ~200Mbps 800 ~ 1600Mbps ~3200Mbps * A weighted avg. DRAM freq ratio, measured on typical phones under DOU(Day of User Scenario) 6/16
Mobile DRAM, Keep Innovating Gbps/pin 6.4Gbps LP5 Future Mobile Scaling Beyond-Phase3 Adding values Scaling Friendly Handshaking 4.2Gbps LP4/LP4X 4266 3.7Gbps 3733 3.2Gbps 3200 Scaling Ready ECC 2015 2016 2017 2018 2020~ 2z nm 1X nm 1Y nm 7/16
IoT, Fast Growing but Fragmented + Vision Revenue CAGR: 120% $0.3trillion ( 10) 1.9trillion( 20) 50B +Smart Things Camera Small Display Display 2B Even cows RTOS Light OS Rich OS Sensors MCU Zigbee BT Storage DRAM Sensors AP BLE Storage DRAM Sensors AP BLE 2010 2015 2020 RAM NOR Modem Wi-Fi Modem Wi-Fi Source: Garnter/iSupply 15 8/16
Significances of IoT IoT Drives Virtuous circulation of ICT innovation Service Data Analytics Deep Learning Server/HPC Increase Internet of Things Value Chain Advanced Network Data Traffic Increase IoT Device Increase Service Diversification UX Enhancement 9/16
Potential Memory Growth Area Top 10 applications driving memory consumption Market Size Estimation Compute Display Camera Wearable ( ) Telematics Automotive Camera ADAS IP camera Robot/Drone ( ) ( ) Smart Gateway IoT (50B unit) Info/ Cluster Automotive ADAS Telematics Gateway/Edge ( ) Cellular IoT/M2M Smart Home ( ) ( ) IP CAM Wearable Reta il C-IoT/ M2M Smart Home Robotics Drone Retail Therm o-stat Applianc e 100M 10/16
Automotive, Next Big Thing in IoT SoC Camera Display Connectivity Security Sensors Battery 11/16
Lifestyle Change 12/16
Technology Caching Up Fast DRAM Bandwidth DRAM Capacity < 15> DRAM 3.4GB, NAND 72GB GB/s 60 Mobile GB 10 Mobile Auto Auto 8 40 20 6 4 2 < 17> DRAM 18.8GB, NAND 168GB 0 '12 13 '14 15 '16 17 0 '12 13 '14 15 '16 17 13/16
Challenges in IoT Era PC/ Mobile Era IoT Era 14/16
Break through with JEDEC Fragmented Consolidation Optimization High Performance High Capacity High Reliability Wide Temp AEC-Q100 8Gb/12Gb High Performance Small Capacity High Reliability Wide Temp Small form factor(sff) Low Power JEDEC Standard LP4 AEC-Q100 4Gb Smaller IDD6 JEDEC Standard epop 15/16
Summary Smartphone as a Intelligent Hub will continue to enrich mobile ecosystem - Performance never be enough in mobile, the more we have, the more we use - Breakthrough mobile challenges with power optimization and keep innovating The significance of IoT is in virtuous circulation in ICT innovation - IoT, fasting growing, but fragmented. - Memory solution consolidations required for economically sizable market - Balancing between consolidation and optimization are important to meet UX Automotive, the next big thing in ICT - Gaining attraction due to excellent mobile technology portability and expandability - Mid to short term opportunities from Infotainment, ADAS vision, telematics - Longer term, autonomous driving as a game changer by bringing in new lifestyle 16/16
Thank You