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Cortex-A53 is used alone in higher and higher-end devices as the result of increased competition between MediaTek and Qualcomm

Cortex A53 vs A7 performance

We’ve learned a lot during the last one a half years about the superiority of the Cortex-A53 cores for the mass produced SoCs. Some major points about that you see on the right:

My prediction back in Dec 23, 2013 was that The Cortex-A53 as the Cortex-A7 replacement core is succeeding as a sweet-spot IP for various 64-bit high-volume market SoCs to be delivered from H2 CY14 on. Such a prediction is a reality now as no less than 291 smartphones are listed as of today in PDAdb.net, which are using the Qualcomm Snapdragon 410 MSM8916 quad-core SoC based on Cortex-A53. The first such device, the Lenovo A805e Dual SIM TD-LTE was released in July, 2014.

Meanwhile Qualcomm’s downstream rival, MediaTek is moving up fast with its offerings as well. There are 8 devices based on quadcore MT6732M since Dec’14, 27 devices which based on quad-core MT6732 since Nov’14, and even 6 devices based on octa-core MT6753 since Jan’15. Note however that there are 3 such products from the Chinese brand Meizu, and one each from another local brands, Elephone and Cherry Mobile. Only the ZTE model is from a 1st tier global vendor yet.

My prediction was also proven by the fact that interest in that post was the highest on this blog as soon as the respective new SoCs, and commercial devices based on them arrived:

Cortex A53 vs A7 success on my blog and reasons for that -- 22-June-2015

Now even higher end, octa-core smartphones based on Cortex-A53 alone are coming to the market from 1st tier device vendors

June 1, 2015: Asus ZenFone Selfie (ZD551KL)
(launched on the ASUS Zensation Press Event at Computex 2015)


from the product site:

ZenFone Selfie features the industry’s first octa-core, 64-bit processor — Qualcomm’s Snapdragon 615. With its superb performance and superior power-efficiency you’ll shoot sharp photographs at stupefying speed, record and edit Full HD (1080p) video with minimal battery draw, and enjoy using the integrated 4G/LTE to share everything you do at incredible speeds of up to 150Mbit/s!

expected price in India: ₹12,999 ($205)
(Re: “coming in an incredible price” said in the launch video about the earlier ZenFone 2 (ZE551ML) which has the same price, but a 1.8 GHz Intel Atom Z3560 processor, only 5 MP secondary camera etc.)

from the ASUS Presents Zensation at Computex 2015 press release:

ZenFone Selfie is a unique smartphone designed to capture the best possible selfies, quickly and simply. Featuring front and rear 13MP PixelMaster cameras with dual-color, dual LED Real Tone flash, ZenFone Selfie captures beautiful, natural-looking selfies in gloriously high resolution. The rear camera features a large f/2.0 aperture lens and laser auto-focus technology to ensure near-instant focusing for clear, sharp pictures — even in low-light conditions where traditional cameras struggle.
ZenFone Selfie includes the brilliant ZenUI Beautification mode for live digital cosmetics. A few taps is all that’s needed to soften facial features, slim cheeks, and enhance skin tone to add vibrancy, and all in real time — injecting instant verve into any composition. ZenFone Selfie also has Selfie Panorama mode, which exploits ZenFone Selfie’s f/2.2-aperture front lens and 88-degree field of view to capture panoramic selfies of up to 140 degrees. With Selfie Panorama mode enabled, selfies become a party with all friends included — plus the ability to capture panoramic scenery for stunning backdrops.
ZenFone Selfie has a large 5.5-inch screen that fits in a body that’s a similar size to that of most 5-inch smartphones, for a maximized viewing experience in a compact body that fits comfortably in the hand. It has a high-resolution 1920 x 1080 Full HD IPS display with a wide 178-degree viewing angle and staggering 403ppi pixel density that renders every image in eye-delighting detail. ASUS TruVivid technology brings color to life in brilliant clarity, making selfies and other photos look their best. Tough Corning® Gorilla® Glass 4 covers the display to help protect against scratches and drops.
ZenFone Selfie features the industry’s first octa-core, 64-bit processor for the perfect balance of multimedia performance and battery efficiency — the Qualcomm® Snapdragon™ 615. This extraordinarily powerful chip equips ZenFone Selfie to provide the very best multimedia and entertainment experiences, carefully balancing high performance with superior power-efficiency.

June 19, 2015 by SamMobile: Samsung’s first smartphones with front-facing LED flash, Galaxy J5 and Galaxy J7, now official

Samsung has announced its first smartphones with a front-facing LED flash; the Galaxy J5 and the Galaxy J7. Specifications of these devices were previously leaked through TENAA, and their UI was revealed through Samsung’s own manuals. Now, they have been officially announced in China, where they would be available starting this week, but there’s no clarity about their international launch.
All the mid-range and high-end smartphones from the company released recently have started featuring high-resolution front-facing cameras, and the same is the case with the Galaxy J7 and the Galaxy J5. To complement their 5-megapixel wide-engle front-facing cameras, they are equipped with a front-facing single-LED flash. Other features include a 13-megapixel primary camera with an aperture of f/1.9, 1.5GB RAM, 16GB internal storage, a microSD card slot, dual-SIM card slot, and LTE connectivity. Both these smartphones run Android 5.1 Lollipop with a new UI that is similar to that of the Galaxy S6 and the S6 edge.

The Galaxy J7 is equipped with a 5.5-inch HD display, a 64-bit octa-core Snapdragon 615 processor, a 3,000 mAh battery, and is priced at  1,798 CNY (~ $289). The Galaxy J5 features a slightly smaller 5-inch HD display, a 64-bit quad-core Snapdragon 410 processor, a 2,600 mAh battery, and is priced at 1,398 CNY (~ $225). Both of them will be available in China in three colors; gold, white, and black.

The Galaxy J5 and J7 are targeted at the youth and compete with devices like the HTC Desire EYE, Sony Xperia C4, and the Asus ZenFone Selfie, all of which have high-resolution front-facing cameras with an LED flash.

May 6, 2015: Sony launches next generation “selfie smartphone” – Xperia™ C4 and Xperia C4 Dual

The selfie phenomenon is about to kick up a notch with the introduction of Xperia™ C4 and Xperia C4 Dual – Sony’s next generation PROselfie smartphones, featuring a best in class 5MP front camera, a Full HD display and superior performance.

“Following the success of Xperia C3, we are proud to introduce Sony’s evolved PROselfie smartphone,” said Tony McNulty, Vice-President, Value Category Business Management at Sony Mobile Communications. “Xperia C4 caters to consumers that want a smartphone that not only takes great photos, but also packs a punch. Benefiting from Sony’s camera expertise, the 5MP front-facing camera with wide-angle lens lets you capture perfect selfies, while its quality display and performance features provide an all-round advanced smartphone experience.”
We all like a high-profile selfie – so go ahead and get snapping:
You can now stage the perfect selfie, getting everything – and everyone – in shot, thanks to the powerful 5MP front camera with 25mm wide-angle lens. Sony’s Exmor RTM for mobile sensor, soft LED flash and HDR features means the pictures will always be stunning, even in those ‘hard to perfect’ low light conditions. Superior auto automatically optimises settings to give you the best possible picture and SteadyShot™ technology compensates for any camera shake.
With 13MP, autofocus and HDR packed in there is no compromise on the rear camera, which delivers great shots for those rare moments you’re not in the picture.
You will also be able to get even more fun out of your smartphone with a suite of creative camera apps such as Style portrait with styles including ‘vampire’ and ‘mystery’ to add a unique edge to your selfie. Moreover, apps such as AR maskgive your selfie a twist by letting you place a different face over your own face or others’ faces while you snap a selfie.
Experience your entertainment in Full HD
Now you can enjoy every picture and every video in detail with Xperia C4’s 5.5” Full HD display. Watching movies on your smartphone is more enjoyable thanks to Sony’s TV technology – such as Mobile BRAVIA® Engine 2 and super vivid-mode – which offers amazing clarity and colour brightness. Enjoy viewing from any angle with IPS technology.
Great video deserves great audio to match, so Xperia C4 features Sony’s audio expertise to deliver crisp and clear audio quality. With or without headphones, you can sit back and enjoy your favourite entertainment in all its glory.
The design of Xperia C4 has also been crafted with precise detail and care to ensure every aspect amplifies the sharp and vivid display. A minimal frame around the scratch-resistant screen enhances both the viewing experience and the smartphone design, while its lightweight build feels comfortable in the hand. Xperia C4 comes in a choice of white, black and a vibrant mint.
Superior performance, with a power-packed battery that just keeps going
Whether you’re running multiple apps, checking Facebook, snapping selfies or listening to the best music – you can do it all at lighting speed thanks to Xperia C4’s impressive Octa-core processor. Powered by an efficient 64-bit Octa-core processor [Mediatek MT6752], Xperia C4 makes it easier than ever to multitask and switch between your favourite apps, without affecting performance. Ultra-fast connectivity with 4G capabilities means it’s quicker than ever to download your favourite audio or video content and surf the web without lag.
The large battery (2,600mAh) provides over eight hours of video viewing time, meaning that the entire first season of Breaking Bad can be binged uninterrupted, while Battery STAMINA Mode 5.0 ensures you have complete control over how your battery is used.
Xperia C4 is compatible with more than 195 Sony NFC-enabled devices including SmartBand Talk (SWR30) and Stereo Bluetooth® Headset (SBH60). You can also customise the smartphone with the protective desk-stand SCR38 Cover or with a full range of original Made for Xperia covers.
Xperia C4 will be available in Single SIM and Dual SIM in select markets from the beginning of June 2015.
For the full product specifications, please visit: http://www.sonymobile.com/global-en/products/phones/xperia-c4/specifications/

price in India: ₹25,499 ($400) and ₹25,899 ($408) for the Dual-SIM version

June 1, 2015: The stakes have been raised even higher by a higher-end octa-core SoC from MediaTek with 2GHz cores which is also 30% more energy efficient because of the first time use of 28HPC+ technology of TSMC
MediaTek Expands its Flagship MediaTek Helio™ Processor Family with the P Series, Offering Premium Performance for Super Slim Designs

P-series the first to use TSMC’s 28nm HPC+ process, which reduces processor power consumption

MediaTek, a leader in power-efficient, System-on-Chip (SoC) mobile device technology solutions, today announces the launch of the MediaTek Helio™ P10, a high-performance, high-value SoC focused on the growing demand for slim form-factor smart phones that provide premium, flagship features. The Helio P10 showcases a 2 GHz, True Octa-core 64-bit Cortex-A53 CPU and a 700MHz, Dual-core 64-bit Mali-T860 GPU. The Helio P10 will be available Q3 2015 and is expected to be in consumer products in late 2015.

The P10 is the first chip in the new Helio P family, a series which aims to integrate into a high-value chipset, premium features such as high-performance modem technology; the world’s first TrueBright ISP engine for ultra-sensitive RWWB; and, MiraVision™ 2.0, for top-tier display experiences. The features available in the P series include several of MediaTek’s premier technologies, such as WorldMode LTE Cat-6, supporting 2×20 carrier aggregation with 300/50Mbps data speed; MediaTek’s advanced task scheduling algorithm, CorePilot®, which optimizes the P10’s heterogeneous computing architecture by sending workloads to the most suitable computing device – CPU, GPU, or both; and, MediaTek’s Visual Processing Application – Non-contact Heart Rate Monitoring, which uses only a smartphone’s video camera to take a heart rate reading and is as accurate as pulse oximeters/portable ECG monitoring devices.
“The P series will provide OEM smartphone makers with greater design flexibility to meet consumer demands for slim form-factors, which provide dynamic multimedia experiences,” said Jeffrey Ju, Senior Vice President of MediaTek. “The P10 enables state-of-the-art mobile computing and multimedia features all while balancing performance and battery life.”
The Helio P10 is the first product to use TSMC’s 28nm HPC+ process, which allows for reduced processor power consumption. With the help of the latest 28HPC+ process and numerous architecture and circuit design optimizations, the Helio P10 can save up to 30% more power (depending of usage scenarios), compared to existing smartphone SoCs manufactured using the 28 HPC process.
 “We are pleased to see MediaTek’s achievement in producing the world’s leading 28HPC+ smartphone chip,” said Dr. BJ Woo, Vice President, Business Development, TSMC. “As an enhanced version of TSMC’s 28HPC process, 28HPC+ promises 15% better speed at fixed power or 50% leakage reduction at the same speed over 28HPC. Through our competitive 28HPC+ technology and process-design collaboration with MediaTek, we believe MediaTek will deliver a series of products which benefit smartphone users across the world.”
As with the entire line of Helio SoCs, the P10 is packed with premium multimedia features. With a concentration on advanced display technologies, premium camera features, and HiFi audio, the P10 delivers leading functionality around the features most used on today’s mobile phones:
  • 21MP premium camera with the world’s first TrueBright ISP engine:
    • Enables ultra-sensitive RWWB sensor to capture twice as much light as traditional RGB sensors in order to retain true color and detail, even in low light. The RWWB sensor also enhances the color resolution, even when compared with RGBW sensors.
    • Other features include a new de-noise/de-mosaic HW, PDAF, video iHDR, dual main camera, less than 200ms shot-to shot delay, and video face beautify.
  • Hi-fidelity, hi-clarity audio achieves 110dB SNR & -95dB THD
  • Full HD display at 60FPS with MediaTek’s suite of MiraVision 2.0 display technologies:
    • UltraDimming – Dimmer background lighting for more comfortable reading, even in low-light situations.
    • BluLight Defender – A built-in blue light filter that saves more power than conventional software applications.
    • Adaptive Picture Quality – Ensures the best picture quality when using different applications. True-to-life colors when in camera preview; vibrant colors when watching videos.
The MediaTek Helio P10 will be released in Q3 2015 and is expected to be available in consumer products in late 2015.

Note that Helio P1 is a significant step in MediaTek’s strategy already outlined in the following posts of mine:
– March 4, 2014MediaTek is repositioning itself with the new MT6732 and MT6752 SoCs for the “super-mid market” just being born, plus new wearable technologies for wPANs and IoT are added for the new premium MT6595 SoC
– March 10, 2015MediaTek’s next 10 years’ strategy for devices, wearables and IoT

Intel’s desperate attempt to establish a sizeable foothold on the tablet market until its 14nm manufacturing leadership could provide a profitable position for the company in 2016

The stock market is over-optimistic about that: Intel tablets could cure [stock] market conditions [Saxo TV – TradingFloor.com YouTube channel, April 16, 2014]

Intel’s Q1 earnings beat expectations, that’s despite a decline in sales of personal computers. The firm has now outlined a strategy to carve out its own share of the tablet market, changing direction due to the switch in consumer habits. Intel’s PC division saw revenue drop one percent to $7.9 billion. The chipmaker’s shares rose as investors liked the forward looking blueprint for a firm that’s long been associated with the desktop. Intel reports that the firm shipped 10 million tablet chips in 2013 and is offering manufacturers incentives to use its products. Andy Ng – Senior Equity Analyst at Morningstar discusses Intel’s earnings and where he sees growth in the future.

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I am—nevertheless—highly sceptical about that as Allwinner to continue the No. 1 position on Android tablet application processor market with the new UltraOcta A80 SoC optimized for premium devices, without the premium cost, also made universal accross other devices (TV box, notebook, smart TV, All-in-one and digital signage), and operating systems (ChromeOS, Smart TV, Windows, Ubuntu and Firefox OS) [‘USD 99 Allwinner’ blog, April 16, 2014]. My skepticism is also based on The lost U.S. grip on the mobile computing market, including not only the device business, but software development and patterns of use in general [‘Experiencing the Cloud’, April 14, 2014].

You can judge all that for yourself as the background and my analysis behind Intel’s tablet strategy could be found in the following sections of this post below:

  1. Intel’s Mobile and Communications Group (MCG), which the Tablet Group is just a part of, is the largest loss maker segment with losses even growing to $3.15B in 2013 from $1.78B in 2012, and continuing at least into 20145 
  2. Intel is desperate to cheat when comparing its current tablet performance based on Clover Trail+ against much lower priced and lesser frequency ARM Cortex-A9 tablets from brand vendors.
  3. Intel’s Krzanich is betting on sacrificing “contra revenue” dollars for Q2-Q4 2014 tablet market with Bay Trail-based tablets, while hoping to level the playing field with its TSMC produced SoFIA SoCs for the 2015 tablet market.

To understand the technical and business development aspects behind that strategy read my previous posts as well:
Intel CTE initiative: Bay Trail-Entry V0 (Z3735E and Z3735D) SoCs are shipping next week in $129 Onda (昂达) V819i Android tablets—Bay Trail-Entry V2.1 (Z3735G and Z3735F) SoCs might ship in $60+ Windows 8.1 tablets from Emdoor Digital (亿道) in the 3d quarter [‘Experiencing the Cloud’, April 11, 2014]
IDF14 Shenzhen: Intel is levelling the Wintel playing field with Android-ARM by introducing new competitive Windows tablet price points from $99 – $129 [‘Experiencing the Cloud’, April 4, 2014]
The long awaited Windows 8.1 breakthrough opportunity with the new Intel “Bay Trail-T”, “Bay Trail-M” and “Bay Trail-D” SoCs? [‘Experiencing the Cloud’, Sept 14, 2013]


1. Intel’s Mobile and Communications Group (MCG), which the Tablet Group is just a part of, is the largest loss maker segment with losses even growing to $3.15B in 2013 from $1.78B in 2012, and continuing at least into 2014 

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Source: Download Quarters Q1 2014 [Intel Corporation – Investor Relations, April 16, 2014]

MCG is one of the new operating segments representing the following organisational responsibility, which is aligned with Intel’s new critical objectives (this particular segment was previously buried in the Other Intel Architecture Group):

  • Mobile and Communications Group (MCG): MCG includes the Phone Group, the Tablet Group and Multi-Comm, all previously part of the Other IA operating segments.
  • Mobile and Communications Group: Delivering platforms designed for the tablet and smartphone market segments; as well as mobile communications components such as baseband processors, radio frequency transceivers, Wi-Fi, Bluetooth*, global navigation satellite systems and power management chips.

imageNote that the previous structure of operating segments (since the end of 2012) was as seen on the right. As far as the organizational size is concerned, according to Infineon Completes Sale of Mobile Phone Business to Intel – New Company Intel Mobile Communications starts operations [Infineon press release, Jan 31, 2011]:

Following the sale, approximately 3,500 employees in total will move globally from Infineon to the new company Intel Mobile Communications GmbH (IMC). IMC will be headquartered in Neubiberg near Munich, Germany.

Then according to Intel® Mobile Communications Profile [Intel, Jan 6, 2012]:

Intel Mobile Communications GmbH is a subsidiary of Intel Corporation headquartered in Santa Clara, USA. The company develops and markets innovative semiconductor products and solutions for mobile communications – most notably in the rapid-growth market segments of smart phones, tablets and ultra-low-cost mobile phones.

The company has approximately 4,000 employees all over the world, about 1,700 of whom work in Germany where the headcount at the company headquarters in Neubiberg near Munich is approximately 1,200. Other German sites are Ulm, Regensburg, Duisburg, Dresden, Braunschweig and Nuremberg. Intel Mobile Communications is represented in altogether 17 countries around the world and has a strong presence in the Asian growth markets.

Considering that the Mobile and Communications Group (MCG) of today was put together from Intel Mobile Communications, the Tablet Group and the Phone Group, the overall number of employees in MCG is quite probably more than 6000 people.

Note that as of May 2013 MediaTek had 6,880 employees and ARM Holdings’ workforce at the same time was 2,261. As of March 2014 Allwinner Technology had 550+ employees (450 of which were engineers). In July 2013 Rockchip had more than 500 employees, 80% were engineers. In September 2013 Spreadtrum had 1,506 employees.

The 4000 strong Multi-Comm business is mostly engaged in standalone baseband processor market which had the following sales structure in 2013 according to Forward Concepts [March 24, 2014]: 

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Intel, the 2nd leading supplier of 3G thin modems in 2013 – will likely become the 2nd leading supplier of 3G/4G thin modems in 2014. Their focus will be on winning 3G/4G modem orders for notebooks and tablets. They will be challenged by Marvell’s 3G/4G PXA802 TD- LTE modem, which also supports TD-HSPA+ and is already shipping to ZTE.

Intel was—however—warning in its Nov 21, 2013 Investor Meeting presentation that:

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In fact Strategy Analytics was painting a rather dark picture in Qualcomm’s Dominance Continues with 64 percent revenue share says Strategy Analytics [Feb 21, 2014]:

Qualcomm, MediaTek, Intel, Spreadtrum, and Broadcom captured the top-five revenue share spots in the cellular baseband processor market [which the standalone is just a part of] in 2013. Qualcomm dominated with 64 percent revenue share, followed by MediaTek with 12 percent revenue share and Intel with 8 percent revenue share.

Sravan Kundojjala, Senior Analyst, explains “Qualcomm domination in the cellular baseband market continued in 2013, thanks to its early investments in multi-mode LTE technology. The LTE baseband landscape is expected to be a crowded one in 2014 with several vendors including Broadcom, Ericsson, Intel, Marvell, MediaTek, NVIDIA, Spreadtrum and others are all set to bring commercial multi-mode LTE chip products to the market and this could help drive LTE down into mid-to-low tier devices.”

According to Stuart Robinson, Director of the Strategy Analytics Handset Component Technologies service, “Strategy Analytics calculates that revenue from baseband-integrated applications processors represented over 60 percent of total baseband revenue in 2013, up from 48 percent in 2012. Most baseband vendors have now transitioned their portfolios to include integrated products in order to boost their revenue share.”

According to Christopher Taylor, Director of the Strategy Analytics RF and Wireless Componentservice, “MediaTek overtook Intel to capture the number two spot in the 3G UMTS baseband market in 2013, by Strategy Analytics estimates. MediaTek capitalized on its smartphone chip momentum and improved its baseband-mix. MediaTek’s recent LTE chip announcements could potentially improve its baseband revenue share in future.”

Such a doomsday scenario was even more present in Qualcomm, MediaTek in Two-Horse Race, Says CLSA; Game Over for BRCM, Etc. [Tech Trader Daily at Barrons.com, Apr 11, 2014]

… and predicting many of the challengers will fold up without making a dent in Qualcomm’s position.

We believe that the baseband battle is largely over and expect more consolidation in the next 1 – 2 years. Nvidia is already shifting its investments, and we see a strong possibility that Broadcom exits in the next 6 – 9 months. Intel’s new management may have a bit more time, but we do not see enough opportunity to justify its $2bn+ investments. Marvell is least likely to exit in our view, but we expect it to remain a niche player. Overall, we expect the Qualcomm / MediaTek duopoly to get even stronger in the coming years and see positive implications for the overall industry profitability.

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The baseband market has seen meaningful consolidation over the years. In 2006, there were 15 vendors in the market including larger analog IC vendors such as Texas Instruments, Freescale, and Analog Devices. The market has contracted to about 9 vendors by 2008 and currently has 7 vendors, after the recent consolidation at ST-Ericsson and Renesas.

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Even if second tier vendors make significant progress in LTE, we simply do not see enough opportunity for all these vendors to achieve profitability any time soon.

MediaTek has a higher share in shipments of Chinese smartphones:

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Chinese telcos, in particular China Mobile, are aggressively expanding their 4G networks, and China Mobile is targeting 100m LTE devices for 2014. While China Mobile’s target does appear aggressive, Qualcomm appears to be dominating the early shipments. We expect MediaTek-based LTE phones to start shipping in the next few months and expect a majority of MediaTek’s 3G customers to stick with the company as the China market transitions to 4G. Chinese smartphone OEMs lack the R&D capability of their international peers, and as a result, rely on turnkey solutions from MediaTek and Qualcomm. While MediaTek appears a bit late with LTE, we expect the company to maintain a strong share of the China LTE market longer term given its relationships with domestic handset manufacturers.


2. Intel is desperate to cheat when comparing its current tablet performance based on Clover Trail+ against much lower priced and lesser frequency ARM Cortex-A9 tablets from brand vendors.

For an Intel Clover Trail+ (pre-Bay Trail-T) tablet: A Four-Tablet Comparison: Intel vs. Competition [IREPRockLegend YouTube channel, April 16, 2014]

Here are the benefits for the Intel Retail Edge Program members (Roadie, Producer, Rockstar and Rock Legend). (1) Learn Intel products, latest technology, sales techniques on monthly basis (2) Complete various learning courses, certification programs and earn lots of chips (3) Use chips to redeem all kinds of FREE electronic items (TV, Monitor, Xbox, PS3, iPad, iPod, CPU, Motherboard, SSD, RAM, etc.) (4) Exclusive monthly prize draws for Rockstars and Rock Legends (Notebook, Tablets, Ultrabook, TV, Monitor, etc.) (5) Deep Discount on Summer Deal and Holiday Deal (CPU, Motherboard, SSD, etc.) (6) Exciting competitions for even more prizes (Spring to Win, Score with Intel Core, Primary Objective) (7) Live webinars, events, parties with food & beverages, prizes and more (8) Meet great people from other stores and retail chains Registration is FREE. Join NOW: http://www.intel.com/retailedge

But Intel is cheating here, especially by being at least 2 times more expensive than the others (all the below prices are “best retail ones”), even discounting the 3G call capability:

  1. $300 (but has 3G call capability as well): Asus Fonepad 7 (Intel Atom Processor Z2560 (2 Clover Trail+ cores/4 threads, 1MB Cache, 1.60 GHz) since Q2’13)
    (++Review Asus Fonepad 7 ME372CG Tablet [Notebookcheck.net, Nov 13, 2013)
  2. $119: Amazon Kindle Fire [7”] HD* (TI OMAP 4460 Processor (2 Cortex-A9 cores, 1.20 GHz))
    [* Intel is cheating even more here as the 2nd generation figured in the above test has been replaced half a year ago by a 3d generation 7” Kindle Fire HD tablet which contains the TI OMAP 4470 with 2 Cortex-A9 cores, 1.5 GHz.]
  3. $160: Samsung Galaxy Tab 3 7” (ARM Cortex A9 Processor (2 Cortex-A9 cores, 1.2 GHz) )
  4. $139: Lenovo IdeaTab A1000 (ARM v7 Cortex A9 Processor (MediaTek 8317, Dual Core 1.2 GHz) )

The same cheating is in another new Intel video: A Three-Tablet Comparison: Intel vs. Competition [IREPRockLegend YouTube channel, April 16, 2014] where the $140 Dell Venue 7 16GB, having the same Z2560 CloverTrail+ processors goes against the same 2nd generation Amazon Kindle Fire [7”] HD and the also same Samsung Galaxy Tab 3 7”:

And finally the cheating in the 3d new video is even more inexcusable: Tablets with Intel Inside® vs. the Competition: Samsung as here the $305 Samsung Galaxy Tab 3 10.1” tablet with the same 1.6 Ghz Z2560 (and list price of is compared with the $200 Samsung Galaxy Tab 2 10.1” having just a 1 GHz Cortex-A9 dual core processor:


3. Intel’s Krzanich is betting on sacrificing “contra revenue” dollars for Q2-Q4 2014 tablet market with Bay-Trail-based tablets, while hoping to level the playing field with TSMC produced SoFIA SoCs for the 2015 tablet market

What is contra revenue? [Accounting Tools, March 5, 2013]

Contra revenue is a deduction from the gross revenue reported by a business, which results in net revenue.

Contra revenue transactions are recorded in one or more contra revenue accounts, which usually have a debit balance (as opposed to the credit balance in the typical revenue account). There are three commonly used contra revenue accounts, which are:

  • Sales returns. Contains either an allowance for returned goods, or the actual amount of revenue deduction attributable to returned goods.
  • Sales allowances. Contains either an allowance for reductions in the price of a product that has minor defects, or the actual amount of the allowance attributable to specific sales.
  • Sales discounts. Contains the amount of sales discounts given to customers, which is usually a discount given in exchange for early payments by customers.

In fact what Intel calls in accounting terms “contra revenue” it actually represents the subsidies paid to tablet manufacturers in order bring the Bill of Materials cost of Intel tablets into line with ARM based tablets. Intel was forced into these subsidies otherwise tablet manufacturers weren’t going to offer Intel based tablets.

Intel aggressively promoting tablet CPUs in China [DIGITIMES, April 14, 2014]

Intel has resorted to an aggressive pricing strategy to promote sales of its tablet-use processors, particularly in China, a move which apparently will take on Qualcomm and MediaTek, while ramping up its market share, according to industry sources.

Prices of Intel’s mainstream quad-core tablet CPUs have dropped to below US$5, which are almost on par with those offered by China-based chipset suppliers such as Rockchip Electronics and Allwinner Technology and even below those available from Nvidia, Qualcomm and MediaTek, said the sources.

Consequently, the number of Intel-based tablets is likely to expand in a great proportion as more and more China-based brand and white-box tablet vendors are expected to use Intel’s tablet CPUs to develop new products, the sources revealed.

Intel’s new policy also focuses on deepening its relationship with the supply chain in China, highlighting by its recent announcement of establishing an Intel Smart Device Innovation Center in Shenzhen and a US$100 million Intel Capital China Smart Device Innovation Fund, commented the sources.
To encourage China-based tablet makers to use Intel’s CPUs, the chipset vendor is offering assistance in terms of design, technology and marketing, the sources indicated.
Intel’s offerings will be particularly attractive to white-box tablet makers as they can optimize low-priced chipsets and advanced technologies to roll out competitive models for the entry-level segment, added the sources.
Intel aims to ship 40 million tablet CPUs in 2014, including entry-level Bay Trail family and SoFIA 3G platform products, the sources noted.

Intel Beats on Bottom Line, Misses Revenue Expectations for Q1 Results [TheStreet YouTube channel, April 15, 2014]

New yardsticks emerged on Tuesday as Intel announced its first-quarter results. The chipmaker reported earnings mostly in-line with estimates of 38 cents a share on $12.8 billion in revenues. Analysts were expecting 37 cents a share on revenue of $12.8 billion. Intel decided to break out numbers for new operating segments, including more detail on chip sales for smartphones and tablets as well as the so-called Internet of Things segment, including chips for a variety of gear like smart watches and home appliances.

From Intel Reports First-Quarter Revenue of $12.8 Billion Operating Income of $2.5 Billion, up 1 Percent Year-over-Year [news release, April 15, 2014]

Mobile and Communications Group revenue of $156 million, down 52 percent sequentially and down 61 percent year-over-year.

From Intel’s CEO Discusses Q1 2014 Results – Earnings Call Transcript [Seeking Alpha, April 15, 2014] ragarding the tablet strategy which is carried out by the Mobile and Communications Group:

Brian M. Krzanich – CEO: … We set an aggressive goal of shipping 40 million tablet SOCs this year. And I’m happy to say we’ve tallied more than 90 designs on Android and Windows and shipped 5 million units in the first quarter, placing us squarely on track to that goal.

We demonstrated SoFIA, our first integrated apps processor and baseband, after adding it to the roadmap late last year. We’re on track to ship the 3G solution to OEMs in Q4 2014, with the LTE version following in the first half of 2015.

We also shipped our first Quark SoCs for the Internet of Things and announced an upgrade of Edison to the Silvermont Atom architecture. Edison is on track to ship this summer.

And in the Technology and Manufacturing Group, who’ve worked to advance Moore’s Law as foundational to our long-term success, we began production on our 14-nanometer process technology and remain on track to launch Broadwell in the second half of the year.

And the foundry team extended our collaboration with Altera to the development of multi-dye devices that take advantage of our world-class package and assembly capabilities and Altera’s leading-edge programmable logic.

Stacy J. Smith – EVP and CFO: … The Mobile and Communications Group is down 61% from a year ago. The underlying dynamics are consistent with what we shared at the investor meeting last November.

We’re seeing a decline in our feature phone and 2G/3G multi-[com] [ph] business, as we’re in the midst of a transition to integrated LTE solutions. In addition, the ramp in tablet volume is being offset by an increase in contra revenue dollars.

We’re winning designs and ramping our tablet volume rapidly and we have design wins in LTE that will result in a second half revenue ramp.

Let me even back up and give you — again restate the strategy of what we’re doing here. … what we’re doing is we’re taking Bay Trail, which is a product really designed for the PC market, and we made the decision to take it broadly across different segments of the tablet market this year.

It brings along with it, at least over the course of 2014, a higher bill of materials. And that’s independent from the SOC cost. It’s the power management subsystem, it’s the motherboard that it goes on, it’s the memory solution, those kinds of things. And so, we’re providing some contra revenue to offset that bill of material delta over the course of 2014.

Now, as we said, we’re doing value engineering with our customers and our partners. And so we’re bringing down that bill of material over the course of 2014 independent of any changes to our SOC. …

Brian M. Krzanich – CEO: … We have a series of improvements. They have already started to kick-in in some cases around our power management systems, the number of layers in our motherboards, the memory system integration. All of those things we’ve worked on and actually have started to see the advantages already in our costs.

Stacy J. Smith – EVP and CFO: So, I think on a like dollars per unit, it comes down pretty dramatically over the course of 2014. And it should be relatively small, if at all, as we get into 2015. And it’s, again, the enablement we’re doing around the bill of materials.

And then we also have new products coming into the marketplace, like SoFIA, that’s targeted at the low end, and then in 2015 you’ll see Broxton, which is an SOC more for the mid-range to high-range of the market coming into our product portfolio.

So, the combination of all of that gives us a better cost structure with our own products and a better cost structure overall with the bill of materials as we enter 2015 and then work through 2015.

We’ll have significant unit growth in tablets. But remember that contra revenue isn’t just a gross margin impact; it’s actually a subtraction from revenue. And so that will mute the revenue growth for the segment because you have that negative as we get into the back half and ship more tablets. …

C.J. Muse – ISI Group: In terms of integrated LTE, you’ve talked about when we’ll first see that. But curious when you expect to bring that in house at Intel.

Brian M. Krzanich – CEO: We’ll bring that in on our 14-nanometer process either late 2015 or early 2016. We’re still battling back and forth on how fast we can bring it in and at what impacts that has. 14-nanometer is the technology there.

Blaine Curtis – Barclays Capital: … Maybe actually follows up on CJ’s prior question. The MPG business that you’re now breaking out, it’s pretty clear it’s losing $3 billion, $3.5 billion. How do you think about this business?

Obviously you’re trying to ramp the product set you are a bit behind. You’re entering from the low end and that pricing seems quite tough. You’re facing some subsidies that you have to do on the tablet side.

Are there some milestones that you look at to get this business back profitable? Or maybe would you consider this strategic enough that you would consider continuing to run this as a loss?

Brian M. Krzanich – CEO: So, you asked several questions in there, so let me start to pars it apart. Absolutely this is a strategic business, so let’s just start with that. We think this is critical and we said this in our prepared statements. It’s critical from 2 in 1 devices down through the Internet of Things.

You look across the connectivity requirements there; more and more of the devices are requiring integrated connectivity, whether it be LTE, 3G, Wi-Fi, Bluetooth and all of these connectivities are becoming more and more required.

We don’t go into these businesses thinking that we’re going to lose money. We believe we have a roadmap to get to profitability in that business. The milestones that I look at — and so I’ll give you those for yourself to look at, we have the 7160, the current LTE version out there. We’re the second in LTE. We have the 7260 launch this quarter. I think that’s a critical there.

Again, we’re closing the gap with our competition. We’re bringing out leading edge Cat 6 capability with carrier aggregation. That’s a critical milestone. That puts — that closes the gap and puts us firmly in the LTE capability.

The next one is SoFIA. If you look at the SoFIAs at the end of this year with 3G integration and then a big first half of next year with LTE integration. Remember those products weren’t even on our roadmap six or seven months ago. So, that shows that we’re acting quickly integrating and bringing those products to production.

Then after that is, as Stacy said earlier, Broxton, which is our internal 14-nanometer product. That’s targeted towards the mid to high level. And as we bring that into the second half of 2015 and into 2016, there will be various levels of integration on that.

So, when I look across this, those are the milestones I look at, because those are what drive that along with just the basic cost reduction capabilities we talked about for this year as we get out of this contra revenue into 2015. Those products then place us firmly in leadership capability from the low end to the high end with integration. And those are the milestones to me that will lead to profitability long-term.

Stacy J. Smith – EVP and CFO: And I’ll just add to that, I think you left it off because it was so obvious, but the 40 million tablets is one of the things I see Brian just laser focused on. And as we’ve talked about before, it gets us into the 15% to 20% range of the total tablet market.

It gives us a big enough footprint that we start to see people developing on our architectures. It becomes a self-sustaining ecosystem as we’re bringing these other products to the marketplace. So, don’t lose sight of that one, Blaine.

Stacy Rasgon – Sanford C. Bernstein & Co: I wanted to dig a little bit into the mobile and wireless group. So, you’ve talked a bit about having I guess developing leadership products, leadership position in order to drive profitability. We’re looking at this right now, though. So, we had the business fall more than 50% sequentially.

You have your 7160 which is shipping but apparently it’s not really driving much volume. We have the 7260 which is forthcoming, but we really haven’t heard much about design wins. And you launched at Mobile World Congress without really saying very much there.

We have SoFIA coming, which absolutely is integrated, but it’s being made at TSMC for the next few years which means you lose any potential benefits from your own process technology. And you would seem to be well behind what the market leaders are shipping in terms of 4G.

Just what should we be looking for and over what timeframe should we be looking for, for the ramp? I guess what I’m asking is, how can we get confidence that we’re going to actually see the revenue ramp that is built into the short-term expectations for this year and then going forward, to make sure that you can actually get a profitable business, which obviously would be driving quite a bit of upside to where the models are today?

Brian M. Krzanich – CEO: Remember, the 7160, we gave you a series of products that it’s shipping in. And on the 7260, which will qualify this quarter, we gave you a list of OEM partners that have committed to that platform. So, we’re fairly confident that the ramp in the second half of this year will continue on that product. And it is a leadership product.

SoFIA, you’re right, is built at TSMC. We went for speed and integration. And it was simply quicker to get to market with a competitive product from both a price and performance. We actually believe that the IA core will give us better performance than the competition. And the competition is at that same node at TSMC. And it’s 3G at the end of this year and LTE in the first half of next year.

We then told you that in the second half of next year — and again, we’re debating whether it’s the second half or the first quarter of 2016, but we’ll move all of that internal on to 14-nanometers. And it’s really based on other products that we have moving in at that time and just overall resources all right.

We had a lot going on — the ramp of Broadwell, the ramp of Skylake in the second half of next year, plus bringing these products inside. But I’m very confident that when you do that, plus you add in Broxton, which is targeted towards the mid to high range and again is integrated with leading-edge LTE.

And don’t forget we have a roadmap of LTE products beyond the 7260 that continue the level of carrier aggregation and product leadership. We’re fairly confident that we can continue to grow this business and turn it profitable over that time.

Stacy J. Smith – EVP and CFO: And let me just comment on the question about the long-term profitability. It sounds basic, but it really stems from our manufacturing leadership. If we’re two years ahead of the rest of the industry, and extending it gives us the ability that, as we target our products into the right space from a power standpoint, we will have power advantage or performance advantage and a cost advantage.

That really is our strategy playing out. You’re seeing the first products hitting that theme over the course of this year and into early next year. Bay Trail is a really good product. For the high end of the market, you’ll see products coming into the market that are more targeted at the mid-range and lower end of the market next year. But that’s how the strategy plays out.

I’d say for 2015, I would expect to see reduction in the loss. Not profitability, but a reduction in the loss will feel pretty good when we get there and then we’ll keep driving towards the long-term profitability goal.

Stacy Rasgon – Sanford C. Bernstein & Co:  I’d like to drill in a bit more. I’m actually into the tablet efforts now. So, we’re obviously subsidizing. And I get the idea of reducing BOM cost in order to make up for the deficiencies with the idea being that you can drive improved product set down the road.

But at the same time, if you look at the tablet market, where it is today, you’re obviously not going to be going after Apple any time soon. Maybe there’s a little bit of volume at Samsung. But I mean if you take those guys out, 75% of what’s left is systems that are $250 and below, where your competitors are shipping quad-core chips for much less than $10.

I’m curious to know what kind of economics and pricing you see from that market long-term. And are the — I guess the total revenue pool and profit pool that’s available, even if you were to succeed at your goals, why does that make it a worthwhile effort to actually go after? Or is this simply, as you said, strategic? Is this an attempt to limit further penetration of tablets into the core market?

Brian M. Krzanich – CEO: You’ve asked a question that has multiple questions built into it. But let’s start with what we told you was we’ve got multiple OEM partners building tablets and phones on our products. And we gave you Asus and Dell and Lenovo and Samsung on those products.

If you look at the tablet business overall, it’s broken up into a series of segments. And you’re right; there is a large percentage of them that are $250 and below. Products like SoFIA are specifically designed for that segment.

And our dual-core SoFIA already performs quite well against quad-core systems. As we move into next year, we’ll bring quad-core SoFIA-based products out, as well. And so we believe that we can stay very cost competitive and have a performance leadership.

Remember, Intel has two assets. We have our silicon technology, but we also have our architecture. And one of the things an OEM gets when they build with Intel technology is that they can go into any OS and they can build a single platform and move that on to Chrome, on to Android, on to Windows. And that’s a very unique capability that we provide to OEMs for flexibility.

So, we believe with a product like SoFIA, as we bring that into the market next year, we can absolutely compete in those spaces and make money. You’re probably not going to make as much revenue dollars and as much margin dollars as the PC business, but we think this is still critical. And it’s critical for a variety of reasons. Part of it is simply the scale. You want to have those units. You want to have a presence in all areas of computing.

And the second one is developer attention. You want developers creating new products, doing innovation on your architecture. This is a space that’s got innovation. We are going to bring some of that innovation to this market. You’re going to see some tablets as you go into the end of this year.

We showed them at CES, some of the highlights where you have 3D cameras, you have perceptual computing capabilities for gaming. All of those kinds of things can change the tablet market, along with the PC market.

So, we believe that we can bring a lot of the innovation that we do in the PC down into the tablet space. And again, that keeps the developers developing and interested in our platform. I think for all of those reasons, we want to be in this space and we will be in this space from now on.

Stacy J. Smith – EVP and CFO: That was very complete, but we don’t fear the low end of the market. You look at how we played out in PCs. You can drive a lot of unit growth by participating in PCs now that are $199 to $250. We can have the cost structure because of our manufacturing lead to participate nicely there. And you see that as markets mature, they also segment.

And so we have look, you look at our PC business, we have great demand and profitability in core I7s and it spans down to Bay Trail at the Atom segment of the market. So, it’s a misconception to think that we only want to play at the high end. Our manufacturing leadership can give us the cost structure to play profitably at the low end, as well.

Mark Lipacis – Jefferies: Brian, when you talk about the 40 million unit bogey on tablets this year, could you go through the taxonomy of that a little bit? To what extent do you think this is Windows versus Android? And what’s the class of product you think will represent the mode or the mean? Like where do you think your sweet spot is going to be this year on tablets?

Brian M. Krzanich – CEO: Our mix of OSs reflects pretty much what you see in the marketplace. So, I think, depending on how you look at it, it’s probably something on the order of 90% Android, 80% Android, 10% to 20% Windows.

Our percentages look very much like the marketplace. So, if Windows continues to grow and gain traction I think our percentage would just align directly to that. So, you can — don’t separate what we ship from what’s basically in the marketplace. We’re leadership capability on all of the OSs now.

As far as what is the price point, again, it reflects fairly close to what the marketplace is. You see us in systems below $100 now. The majority of the systems are say $125 to $250, somewhere in there. And then you see us in some of the upper end systems, $250 to $400. And so — but the majority is in that — I’d call it, $125 to probably $250 range.

Mark Lipacis – Jefferies: And then as a follow-up, did you discuss, do you expect to have the Android tablets ramping in volume this quarter? Are we going to be — should we expect to see the Bay Trail Android products at Computex this year? When do we really see the material ramp in the Android products?

Brian M. Krzanich – CEO: Sure, absolutely. You can go out to the store today and buy an Android — in fact, I’d love you to go buy one of the 40 million we’ll sell. But, yes, you can buy Android. It continues to ramp through this quarter. At Computex, we’ll show a series of Android and Windows-based tablets. And they just continue to ramp through this year. But they’re on shelves today. I saw them in the store this weekend.

Stacy J. Smith – EVP and CFO: The majority of the 5 million units, for example, are Android. Just as Brian said, it more or less follows the distribution between Windows and Android.

Intel CTE initiative: Bay Trail-Entry V0 (Z3735E and Z3735D) SoCs are shipping next week in $129 Onda (昂达) V819i Android tablets—Bay Trail-Entry V2.1 (Z3735G and Z3735F) SoCs might ship in $60+ Windows 8.1 tablets from Emdoor Digital (亿道) in the 3d quarter

Update: At 19:40 on April 14 from the 昂达微博 Onda microblogging
[Detailed background information on Onda you can can can find on the ONDA page of my other, ‘USD 99 Allwinner’ blog. Note as well the neostra ODM/OEM brand which is owned by Onda as it’s manufacturing base.]

# Onda Tablet PC & Intel 64 # [notice] April 21, Onda first Intel 64 Bay Trail-T quad-core tablet quad-core # # Onda V975i , 1099 yuan [$177] / 32GB! 50 can be stored in advance and are now starting to use arrived 100 yuan purchase! 9.7 inches iPad Air retina screen, 64 1.83GHz quad-core CPU, the strongest 64-bit tablet bunker! Starting snapped → Onda V975i “special” double 50 yuan deposit payment in exchange for 100 yuan photographed determine coupon   @ Intel China   @ Intel Core Collection of

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Details about the Onda V975i shipping from April 21st see after the Onda V819i (shipping from April 14th) details given much below! End of update

Existing local tablet brands working with Intel were BYD, Ramos and Teclast so far. With CTE (China Technical Ecosystem) initiative now they have 14 partners, not only local brands but local IDHs (Independent Design Houses) and OEMs/ODMs as well, as will be presented very soon below (other subjects following that correspond to the other terms that you find in title of the post):

From 英特尔的中国白牌平板之路 (Chinese white-box tablet roadmap by Intel) [中国经济网深圳频道 (China Economic Net Shenzhen Channel), April 3, 2014]


Intel and low-cost Android [and Windows] tablet reference design roadmap (Source Intel)

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  1. Clover Trail+, Dual Core, Android: Z2580 2GHz, Z2520 1.2GHz, LPDDR2, 8L1 HDI2 
    (Note that Intel was pressed to use the Clover Trail+ for tablets instead of smartphones as it was originally envisaged. See in Saving Intel: next-gen Intel ultrabooks for enterprise and professional markets from $500; next-gen Intel notebooks, other value devices and tablets for entry level computing and consumer markets from $300 [‘Experiencing the Cloud’, April 17, 2013].)
  2. BayTrail-T, Quad Core, Windows: Z3745D 1.83 GHz, 19×12 LCD, DDR3L, 8L1 HDI2
    (3d party AM? Dual Boot solution available)
  3. BayTrail-Entry V0, Quad Core, Android:
    Z3735D (1.83GHz, <=2GB, <=19×12 LCD),
    Z3735E (1.83GHz, 1GB, <=12×8)
    DDR3L, 8L1 HDI2
  4. BayTrail-Entry V2.1, Quad Core, Android:
    Z3735F (1.83GHz, <=2GB, <=19×12 LCD),
    Z3735G (1.83GHz, 1GB, <=12×8)
    DDR3L, 6L1 type 3 PCB
  5. BayTrail-Entry V2.1, Quad Core, Windows
    [note that the Windows-based SoC version started sampling in beginning of April vs. the Android based one in mid February]:
    Z3735F (1.83GHz, <=2GB, <=19×12 LCD),
    Z3735G (1.83GHz, 1GB, <=12×8)
    DDR3L, 6L1 type 3 PCB
1 8L PCB = 8-layer PCB; 6L PCB = 6-layer PCB
2 HDIHigh Density Interconnects (aka Type 4) PCBs are defined as PCBs utilizing blind, buried or microvia technologies. A blind via is drilled from the surface layer with an end target on an internal layer while a buried via is only drilled on internal layers and does not exist on the surface layers. A microvia is commonly referred to as a via with a hole diameter of 0.005’ or less. (Source: PCB Stack-up Overview for Intel® Architecture Platforms Layout and Signal Integrity Considerations, Intel Thainland, December 2008)

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In 2013 Intel launched the CTE program, where “the CTE acronym stands for China Technique Technical Ecosystem, which can be understood as Chinese technology ecosystem environment and Chinese white-box industry chain”, an alliance of fourteen local tablet manufacturers in Shenzhen including 比亚迪-BYD (Build Your Dreams), 实义德-THD (Thread Technology Co. Ltd.), 创智成-CZC, 汉普-Hampoo, 亿道-Emdoor [Digital] (Emdoor Digital Technology Co. Ltd.), 德天-Techvision (德天信息技术有限公司-Techvision Information Technology Co., Ltd.), 蓝魔Ramos, 台电Teclast (Teclast Electronics Co, Ltd), 广和通Fibocom (Fibocom Wireless Inc.), 微步Wibtek3 (Weibu) (Weibu Electronics Co., Ltd), 天智伟业Wisky (Shenzhen Wisky Technology Co Ltd), 炜疆Range (炜疆信息技术有限公司-Range Information Technology Co., Ltd.), and so on.

3 Wibtek (Weibu) is a Top 1 design house, dedicated in DIY solution products over 13 years with 10 million units MB shipment per year.
– Founded: 2001
– Group Employees: over 1000
– HQ: Shenzhen China
– R&D Force: 500+ engineers
Because of a global brand need, Wibtek is established by TAIWANESE people who were working for A BRAND in the past. Wibtek is currently producing All In One, Mini PC and Motherboards at this moment. As because our profession is motherboard design we easily can claim that Wibtek: “AIO by ITX professionals”.

The below table (taken from Z3600 and Z3700 Series Datasheet as of April 2014 when Type 3 SoC related information was added) is giving the rest of the specific information:

imageIn Brian M. Krzanich IDF14 Shenzhen keynote
[April 2, 2014]

  • Demonstrates Intel SoFIA for the first time just months after adding the new family of integrated Intel® Atom™-based mobile SoCs for entry and value smartphones and tablets to its roadmap.

From Intel CEO Outlines New Computing Opportunities, Investments and Collaborations with Burgeoning China Technology Ecosystem [press release, April 2, 2014]

As 4G LTE service expands in China, Intel is well-positioned to provide a growing share of LTE chipsets. Intel’s 2014 LTE platform, the Intel® XMM™ 7260, meets the five-mode requirement of China Mobile* today, including support for TD-LTE, and TD-SCDMA protocols required in China.

Intel is actively engaged in China for certification of the Intel XMM 7260, paving the way for commercial availability in the second half of 2014 for performance and mainstream device market segments. Krzanich demonstrated the Intel XMM 7260 by conducting the first public, live call using China Mobile’s TD-LTE network, and spoke to strong ecosystem demand for a competitive LTE alternative.

Intel is also developing its SoFIA family of integrated mobile SoCs for entry and value smartphones and tablets. Krzanich demonstrated the family’s first silicon, booting up the new integrated Intel® Atom™ platform just months after adding the product to its ultra-mobile roadmap. He also noted the strategic opportunity these market segments present for Intel and the China technology ecosystems. Intel’s SoFIA 3G platform is on track to ship to OEMs in the fourth-quarter of 2014.

Krzanich also said that Intel is on track to ship 40 million tablets this year, and showcased a variety of innovative designs developed in China by OEMs and ODMs.

From Mobile Innovation With Intel Inside by Hermann Eul [IDF14 Shenzhen, April 3, 2014]image

The general tablet roadmap was presemted as follows:

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Intel reportedly places 28nm chip orders with TSMC, Globalfoundries and UMC [DIGITIMES, Jan 9, 2014]

Intel has contracted Taiwan Semiconductor Manufacturing Company (TSMC) to manufacture its forthcoming Atom mobile processor series codenamed SoFIA, and also placed orders for entry-level baseband chips with Globalfoundries and United Microelectronics (UMC), according to industry sources.

The contract chipmakers declined to comment on customer orders.

Intel’s SoFIA SoCs designed for entry-level smartphones and tablets will be built using TSMC’s 28nm HKMG process technology, said the sources. As for the other series of Atom SoCs codenamed Broxton, Intel will use its 14nm FinFET process to make the chips targeting high-end mobile devices.

Intel has also placed orders for entry-level baseband chips with Globalfoundries and UMC, using their respective 28nm PolySiON process nodes, the sources indicated. Initial shipments required by Intel are estimated at 7,000-8,000 wafers monthly.
Globalfoundries will first be the primary contract chipmaker for Intel’s 28nm baseband chips, the sources noted. Nevertheless, Intel is likely to release more orders to UMC later in 2014 when the Taiwan foundry improves its 28nm production yield rates, the sources said.

More information:
IDF14 Shenzhen: Intel is levelling the Wintel playing field with Android-ARM by introducing new competitive Windows tablet price points from $99 – $129 [‘Experiencing the Cloud’, April 4, 2014]
The long awaited Windows 8.1 breakthrough opportunity with the new Intel “Bay Trail-T”, “Bay Trail-M” and “Bay Trail-D” SoCs? [‘Experiencing the Cloud’, Sept 14, 2013]
Form Factor and Average Power Innovations for Ultrabooks™
[April 10, 2013 presentation by Intel at the IDF Beijing] with the following abstract:

Intended Audience: OEMs and ODMs – Motherboard Layout Designers, Power Delivery, and Power Management Architects
In this session we propose methods to improve, form factor, battery capacity, and power consumption for Ultrabook™ devices. We show how High Density Interconnects (HDI) Printed Circuit Boards could free up considerable space for more battery and other features, especially in thinner Ultrabooks. We show current practices with HDI and propose better ways to achieve higher mother board area reduction to close the cost gap between type 3 and type 4 (HDI) designs. For power consumption, we also show design methods to reduce average power, especially by reducing platform idle power.

and agenda:

    • What is HDI?
    • Benefits of HDI in Form Factor Constrained Systems
    • Reducing the Cost of HDI
    • Reducing Platform Power
    • Thermal management an Power Configurability

From Designing Entry and Value Tablets Based on the Intel Platform, Bay Trail – Entry [IDF14 TABS002 session, April 3, 2014] downloadable presentation (PDF)

This session includes an in-depth review of the status and plans for the Intel® platform, Bay Trail – Entry, Intel’s first platform focused entirely on Entry and Value Tablets.

Topics include:

  • Master Reference Design, component catalog and hardware and software differentiation
  • Development and manufacturing tools
  • Schedule and Original Device Manufacturers (ODMs) support model

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1 MRD7 and MRD8/10 are Android* only. Windows is for selected ODMs with committed volume.

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Imperatives for Master Reference Design (MRD) Development and Scaling

  • Master reference design for simultaneous scaling @ multiple ODMs with fast time to market
  • Tailor-made to enable flexible and fast changes with CTE friendly component catalogue
  • Enable differentiation to drive value beyond low cost
  • Manufacturing tools to ensure easy mass production process

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Intel Platform, Bay Trail–Entry Component Catalogue Goal

  • Strengthen Intel Architecture partnership with CTE hardware ecosystem
  • Improve platform competitiveness, demonstrate performance and flexibility
  • Shorten time to market and enable product variety
  • Reduce project and supply chain risk
  • Enable partners to support customer design directly

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Intel software ecosystem enabling efforts

< from slide #22 to slide #36>

Intel tools for development and manufacturing

< from slide #38 to slide #41>


image今天 17:59 Today [2014-0411] 17:59 
昂达微博 Onda microblogging
[Detailed background information on Onda you can can can find on the
ONDA page of my other, ‘USD 99 Allwinner’ blog. Note as well the neostra ODM/OEM brand which is owned by Onda as it’s manufacturing base.]

# 64 Onda first Android tablet # [first] New Intel Bay Trail-T’s first quad-core tablet # # Onda V819i quad-core will soon at @ Jingdong  
@ Jingdong computer digital sale! 16GB is only 799 yuan [$129]! 8.0-inch 1280 × 800 IPS screen ultra-clear, 64 of Bay Trail-T 22nm quad-core CPU, PC-class 7th generation GPU, 64-Bit Flat Panel “core” era! Starting snapped → http://t.cn/8sCvvnD    @ Intel China   
@ Intel Core Collection of

Onda V819i Intel Bay Trail-T 8 Inch IPS Screen Quad Core Android Tablet PC
[Onda Tablet – Buy Products, April 4, 2014]

SKU:820026
Regular Price: $189.90
Special Price: $159.90

Quick Overview

Onda V819i Intel Tablet pre-installed with Quad Core 64-bit 22nm Bay Trail-T 1.83GHz Processor [3735E Bay Trail-Entry V0], with 1280*800 IPS Screen, Dual Camera.

Qty: … Pre-order

Shipping within 1-2 Weeks

From Boris at 4/2/14 11:44 AM

  • Can I be notified when Onda V819i will be in stock?
    Thanks.
  • Onda Tablet:
    Thank you for your mail.
    Onda V819i Intel Tablet will be in stock at the end of April.

Details

Onda V819i Intel Tablet pre-installed with Quad Core 64-bit 22nm Bay Trail-T 1.83GHz Processor [3735E Bay Trail-Entry V0], with 1024*768 1280*800 IPS Screen, Dual Camera.

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Onda V819i Quad Core features Intel Bay Trail-T Z3735 processor, 1.83GHz.

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DDR3 L RAM, eMMC up to 150MB/s

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8.0 Inch HD IPS Gorilla Glass Touch Screen

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189PPI IPS Screen with 1280*800 resolution

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Onda ROM

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Onda V819i Intel Tablet Features:

OS: Android 4.2
CPU: Intel 3735E [Bay Trail-Entry V0] Quad Core 64-bit Bay Trail-T, 22nm, 1.86GHz, support Burst Technology 2.0
GPU: Intel HD Graphics for BayTrail
RAM   1GB 64bit DDR3L
Storage   16GB eMMC
Bluetooth: Support
Shell Material     Metal
Screen: Capacitive Touchscreen, 1280*800 High-resolution Screen
Size:   8 inch
Resolution:    1280*800 Pixels (16:10)
Display:  IPS Screen
Dual Camera:  2.0MP Front + 5.0MP Back with AutoFocus (OV Camera)

Onda V819i Intel Tablet Details:

Speakers: Dual AAC Speaker
TF Card: Support up to 128GB
Video: 4K HD Videp Play with formats of MP4/3GP/3G2/RM/RMVB/ASF/FLAC/APE/MOV etc.
Gravity Sensor     Yes
Skype     Yes
Multi-Touch     Yes, 10 points touch
OTG:   Yes
HDMI:  Yes, Mini HDMI
Play Store:  Yes, built in
Extend Card     Support TF card up to 128GB extended
Email and Browser: Yes, built in
WIFI:    Yes, 802.11 b/g/n
Earphone Interface     3.5mm
Video    1080P, AVI/MOV/MP4/RMVB/FLV/MKV…
Music     MP3/WMA/WAV/APE/AAC/FLAC/OGG
Ebook     UMD, TXT, PDF, HTML, RTF, FB2…
Battery :  Li-ion 4200mAH

Onda V819i Intel Tablet contain:

1 x Onda V819i Intel Tablet
1 x USB cable
1 x Charger

Onda V819i Intel Tablet Weight:  354g

Onda V819i Intel Tablet Size:  207*122.5*8.5mm

imageUpdate: At 19:40 on April 14 from the 昂达微博 Onda microblogging

# Onda Tablet PC & Intel 64 # [notice] April 21, Onda first Intel 64 Bay Trail-T quad-core tablet quad-core # # Onda V975i , 1099 yuan [$177] / 32GB! 50 can be stored in advance and are now starting to use arrived 100 yuan purchase! 9.7 inches iPad Air retina screen, 64 1.83GHz quad-core CPU, the strongest 64-bit tablet bunker! Starting snapped → Onda V975i “special” double 50 yuan deposit payment in exchange for 100 yuan photographed determine coupon @ Intel China @ Intel Core Collection of 

Onda V975i Quad Core Intel Bay Trail-T 9.7 Inch Retina Screen RAM 2GB Tablet PC [Onda Tablet – Buy Products, April 14, 2014]

SKU:820027
Regular Price: $219.90
Special Price: $209.90

Quick Overview

Onda V975i Quad Core pre-installed with Intel Bay Trail-T 61-bit Processor [3735D Bay Trail-Entry V0], with 22nm and 1.83GHz, 2GB RAM DDR3L and 32GB eMMC ROM,9.7 Inch Retina Screen 2048*1536 resolution 264 Screen PPI. Onda V975i come with Front 2.0M and Back 5.0M Dual Camera.

Qty: … Pre-order

Shipping within 1-2 Weeks

Details

Onda V975i Quad Core pre-installed with Intel Bay Trail-T 61-bit Processor [3735D Bay Trail-Entry V0], with 22nm and 1.83GHz, 2GB RAM DDR3L and 32GB eMMC ROM, 9.7 Inch Retina Screen 2048*1536 resolution 264 Screen PPI.Onda V975i come with Front 2.0M and Back 5.0M Dual Camera.

Intel Z3735 Quad Core 64 bit 1.83GHz

image

8.5mm Ultra-thin

9.7 Inch Retina Screen Android Tablet with 495g

image

HD OV Camera with Auto Focus

Front 2.0M and Back 5.0M HD Camera

image

Top 9.7 Inch Retina Screen

9.7 Inch iPad Air Retina Screen with 267 Screen PPi, Gorilla Glass Touch Screen

image

Onda V975i Quad Core Tablet Features:

OS: Android 4.2
CPU: 64-bit Bay Trail-T Z3735D [Bay Trail-Entry V0], 22nm,1.83GHz, support Burst Technology 2.0
GPU: Gen7,support DirectX 11
RAM   2GB DDR3L
Storage  32GB eMMC
Bluetooth: Support
Shell Material     Metal
Screen: Capacitive Touchscreen, 2048*1536 High-resolution Screen
Size:   9.7 inch
Resolution:    2048*1536 Pixels
Visible Angle: 178°
Screen PPI:  264
Display:  Retina IPS Screen
Daul Camera: Front 2.0 Megapixels, Back 5.0 Megapixels Auto Foucus

Onda V975i Quad Core Tablet Details:

Speakers: Dual AAC Speaker
Video: hd Video Play with formats of MP4/3GP/3G2/RM/RMVB/ASF/FLAC/APE/MOV etc.
Gravity Sensor     Yes
Skype     Yes
Multi-Touch     Yes, 10 points touch
OTG:   Yes
Play Store:  Yes, built in
Extend Card     Support TF card up to 32GB extended
Email and Browser: Yes, built in
WIFI:    Yes, 802.11 b/g/n
Earphone Interface     3.5mm
Video     1080P, AVI/MOV/MP4/RMVB/FLV/MKV…
Music     MP3/WMA/WAV/APE/AAC/FLAC/OGG
Ebook     UMD, TXT, PDF, HTML, RTF, FB2…
Battery :  7800 mAh

Onda V975i Quad Core Tablet contain:

1 x Onda V975i Quad Core Intel Tablet
1 x USB cable
1 x Charger

Onda V975i Quad Core Weight: 495g

Onda V975i Quad Core Size:  241*169*8.5mm

End of update


From 亿道将推低于399元的Windows平板 (Emdoor will be pushing Windows tablet down to 399 yuan [$60]) [平板新闻 (PadNews), April 8, 2014] one can see the following roadmap from the company for 2014:

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Currently its three 8-inch Windows 8.1 based tablets: EM-I8080-A, EM-I8080-C, EM-I8180 are already in mass production. And now Microsoft Windows system with tablets of 9-inch and less size has started free, which makes its three 8-inch Windows tablets more competitive.

image

In addition Emdoor will launch in the second quarter of this year a 10.1-inch Windows Tablet program supporting 3G/4G network, and a 10.1 inch 3G/4G tablet based on BayTrail-T CR [Cost Reduced] V0 version. In the second quarter it will also launch an 8-inch BayTrail-T CR V0 quad-core 3G tablet, the whole[sale] price will be around $ 139. In the end of the second quarter it will launch an 8-inch BayTrail-T CR V2 3G quad-core tablet, when prices will be further reduced to between $ 99-119. More awesome is that in the third quarter Emdoor will launch a 7 -inch BayTrail-T CR V2 quad-core 3G tablet, and the price will be lower than $99. Obviously in the WiFi-only version of the above scenario the price will be lower.

The current 50K shipment of Emdoor isn’t much, but for the company it is simply a starting point. At the launch party Emdoor also announced this year’s goal: 1KK, namely the 2014 Intel tablet shipments program to reach 1 million units, becoming the market leading Intel tablet IDH. Obviously, this is not small, in order to achieve it is really difficult. How Emdoor will be achieving this?

Emdoor’s approach can be summarized in three points: 1, constantly updated product technology and creating more product forms; 2, the establishment of a sound quality system, providing customers with better product quality; 3,  for the continuous optimization of product cost it will introduce a $60 tablet this year. Here the US $60 tablet PC should be referring to that of Emdoor launching in the third quarter a 7-inch BayTrail-T CR V2 quad-core tablet, as the 3G version priced at only $99, then the price of the WiFi only version should be at around $ 60. Here we must add that BayTrail-T CR supports Windows System.

image

The $60 Tablet PC means that for less than 399 yuan you can buy a Windows tablet, the price really is a little scary. If it really can do at this price, then it will be able completely compete with an ARM-based Android tablet head-on. And an Android tablet does not have the advantage of full compatibility with PC programs. Plus the Intel and Microsoft brands, I believe, will attract a large number of consumers. And with this it will probably be possible to change the current ARM tablet market, a dominant pattern. But before the product is actually listed it’s hard to say, because the outcome will also depend on the specific market feedback.

Intel pre-CTE background in China:

As of 2013

From China tablet/smartphone chain: Leaders emerge but plenty to play for [Supply Chain Research by Credit Suisse, Oct 15, 2013]

image

… The China tablet market is also seeing Intel engage more on building reference designs with local players, with several solution houses and local brands rolling out Windows+Android 7-10” tablets for $150-250 factory price for tablets and $300-$350 for tablet + keyboard Win8 + Android models.  …

Intel engaging local tablet suppliers more closely. Intel is putting more energy on penetrating the low-cost tablet market and now has reference models from design houses such as Emdoor and smaller branded companies including Ramos and Vido. The company is offering a thin and light reference design based on Clover Trail now with Bay Trail rolling out in the next 3 months. Factory price for 10” with keyboard ranges from $250-300 for Android and $300-$350 for Android + Wintel. 7.85” tablets are from Intel are now appearing at US$150 factory price, the high-end of the US$50-135 range for tablets based on Mediatek or the Chinese chipset suppliers. We are seeing more effort from Intel to penetrate several of these design houses on tablets, though presence is still very limited at the local smartphone suppliers.

Emdoor Digital background:

As of 2013

Emdoor Digital participates China Sourcing Fair in Hong Kong with multi-platform solutions [press release, Oct 12, 2013]

Emdoor Digital participated China Sourcing Fair in Hong Kong on October 12-15, 2013 with multi-platform solutions. Emdoor Digital unveiled the latest Intel X86 architecture -based tablet solution, ARM Rockchips 3026 and 3168 -based architecture solution. There is also more mature amlogic tablet solution which is already in high-volume production, Marvell 3G call tablet solution, more tablet solutions targeted at different industries, Miracast, TV boxes, TV stick and other products.

image
《Scene photos I》

image
《Scene photos II》

        Intel Dual System Tablet solution is undoubtedly the major popular model during this exhibition, X86-based Intel Baytrail-T quad-core tablet solution, 1.8GHz, support windows8.1 & android4.2.2 dual system, 10.1 inch, 8 inch two models, this is the world’s first prototype based on Intel Baytrail-T, the mature sampling will be available in the end of October and Mass production in November.

image
《Intel tablet solution》[based on Z3740D]

        Intel leaders from different regions and countries visit and guide at Emdoor Digital Booth.

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《 Intel Leaders’visit》

        ARM architecture-based RK3026 is the latest models target at lower-end market, RK3168 for higher-end market, both are undoubtedly the models lead the dual-core market.

image
《EM-R3170&EM-R6270》

        For the higher end market, Emdoor Digital has RK3188, M802, large size, thinner and lighter is the characteristics of these models.

image
《8”、9.7”、 10.1”》

        For Mass production and most stable performance, Emdoor Digital has full-size models of amlogic AML8726-MXS/MXL chip solution; all 7 inch, 8 inch, 9 inch, 10.1-inch types pass the GMS certification.

image
《 Amlogic series models》

        For 3G and calling market, Emdoor Digital has Marvell PXA986 dual-core, PXA1088 quad-core tablet solutions, Phablet, narrow flat border is a major highlight which is also the future market trends.

image
《3G Phablet》

        We can see some special tablets customized for different industries on Emdoor Digital booth, POS machines has intelligent cash system, supports NFC, mobile phone , bank card and magnetic card payments manner. And other industrial applications tablets of RFID, Zigbee / Z-wave, etc.

image
《Industry Solution》

        There are also TV box, TV dongle , Miracast, etc.

image
《 Other products》

        During this Hong Kong exhibition, Emdoor Digital presents multi-platform solutions with numerous product forms, which is undoubtedly one of the booths with rich content, different products for different markets, which is attraction for all buyers on site.

About Emdoor Digital:

  • Emdoor Digital is in charge of R&D of Emdoor. Officially founded in 2010, Emdoor Digital symbolizes the important start for Emdoor to increase research investment and focus on consumer product development and standard operation. Emdoor Digital is one of the earliest teams engaging in tablet PC research, which targets at consumer digital product and solution research and production. At present, it is one of the largest tablet PC main board and ODM/OEM suppliers in Shenzhen.
  • MID solution of Emdoor Digital uses international famous chip processor and intel X86 architecture, the latest ARM architecture with strong CPU function.
    – The latest Android system is adopted, support powerful third-party software.
    – It employs full-touch screen design with resolution covering 800*480 to 1280*800 capacitive multi-touch screen.
    – Built-in WIFI and 3G module (WCDMA/EVDO/TDSCDMA) and GPS module are available.
    – Browsing websites, checking email, QQ/MSN/SKYPK online chatting, online games, online TV, stocks, funds and futures, real-time stock market monitoring, real-time transaction and so on.
    – It is supportive to more office software such as WORD, EXCEL, PPT, PDF, TXT etc.
    – It is supportive to various mainstream audio, video, picture, Flash plug-ins and multiple game clusters.
    – It supports 48 languages and 3G parameters from 28 countries.
    – All solutions adopt ultra-low power consumption but strong power management design, which have stable performance, high yield, fast delivery and good service.
About Emdoor Group:

  • One of the top 10 embedded system enterprises of the top 100 IOT enterprises in China in 2010;
  • One of the top 10 embedded system enterprises in China in 2010;
  • One of the earliest companies in the world that are engaged in research, development and design of MID tablet PCs;
  • Member of IOT Expert Committee of Chinese Institute of Electronics;
  • Golden partner of Microsoft
  • Partner of ARM chip design tool, development tool, ATC training and education
  • Domestic agent of ARM for development tools and chip-level development board.
  • Designated supplier of ARM hardware platform for 2006 National Undergraduate Electronic Design Contest; won “Special Contribution Award” of Ministry of Education and Ministry of Information
  • Its software/hardware co-design system of R&D management system EmTeam won “EDN China” innovation award for 2010;
Emdoor possesses three subsidiaries: Emdoor Electronics, Emdoor Digital and Emdoor Information, which engage in R&D tool, tablet PC and industrial terminal R&D and sales respectively. Emdoor has attached great importance to R&D management, embedment, mobile Internet and Internet of Things for a long time and been devoted to embedment industrial chain in China, providing professional and individualized service and support to customers in chip development tool, EDA development tool, embedment development tool, embedded platform and solution, embedded software test tool, ODM/OEM, embedment training and so on, thus helping customers and global partners to achieve success.
Emdoor has increased investment in independent R&D though making great achievement in independent tablet PC R&D. With the great support of Fudan Technology Venture Park, Emdoor has established Internet of Things R&D Center, Android System R&D Center (Relocated to Shenzhen with a new name Shenzhen Emdoor Information Technology Co., Ltd.) in Shanghai by the end of 2010.
Emdoor Shanghai Internet of Things R&D Center is the new development of Emdoor’s 5-year research in Internet of Things, making wireless sensor networking technology and practical new sensor technology commercialized.
Relying on mature tablet PC R&D platform of Emdoor Digital, Shenzhen Emdoor Information Technology Co., Ltd. has furthered developed a series of industrial tablet solution, such as Zigbee tablet, NFC tablet, RFID tablet, Z-Wave tablet, one dimensional barcode, two dimensional barcode, Infrared Spectroscopy, custom-made industrial tablet, and multiple Internet of Things solutions. It realizes standardized module production based on mature product architecture, enabling itself to create custom-made functions with simple module configuration according to the demand of the project.

As of 2012

http://www.emdoor.com/ Emdoor Electronics 亿道电子

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Emdoor Zigbee Z Wave Tablet Introduction [qing shi YouTube channel, Sept 5, 2012]

image

Emdoor NFC Tablet Peer To Peer Introduction [qing shi YouTube channel, Sept 5, 2012]

Emdoor shows $140 9.7″ and $85 7″ Telechips 8803 ARM Cortex-A8 ICS Tablets [Charbax YouTube channel, Jan 13, 2012]

[At CES 2012] Emdoor Digital Technology Co Ltd shows Android 4 Ice Cream Sandwich working on their Telechips based 7″ capacitive and 9.7″ IPS capacitive based Android tablets.

image

Emdoor Digital Company Brief: [as of August 2012]

Emdoor Digital subordinate to Emdoor Group is responsible for R&D of Emdoor Group. Emdoor Digital was established in 2010, which symbolized the start that Emdoor Group increased the investment in R&D and its long-term devotion to R&D and standardized operation of the consumer goods. It is positioned for the R&D and production of the digital consumer goods and solutions, with the aim to becoming one of the largest tablet personal computer mainboard and ODM/OEM suppliers in Shenzhen.

Emdoor Digital takes up the R&D team and quintessence of tablet personal computer since 2004, particularly since 2008, having had a specialized R&D team with perfect technology and rich experience since its very start. During the past six years, this team has designed the high-speed ARM embedded processors of Intel/Marvell Xscale PXA255/PXA270/PXA272/PXA310/PXA320 series based on high-speed ARM processors, and it is the largest third-party design team in China for the previous Intel embedded processor with Xscale ARM architecture, good at the substrate design of the software such as Linux, Android, WinCE5.0/6.0 and Windows Mobile operating systems, and having completed the design of multiple customized product solutions.

It is noteworthy that since 2004, Emdoor all the time supported Intel University Program covering the laboratories in Category-A schools of higher education, such as Tsinghua University, Peking University, Xidian University, University of Electronic Science and Technology of China, Tongji University, Fudan University, Zhejiang University, Nankai University, Nanjing University and South China University of Technology, till Intel sold this business to Marvell in 2006. During nearly 8 years from 2003 till 2011, Emdoor education platform and teaching scheme has been purchased by National-level Electrotechnic and Electronic Experiment Demonstration Center of Xidian University, and the embedded laboratories or electrotechnic and electronic experiment centers in almost all schools of higher education (including higher vocational and training colleges).

Emdoor Digital MID Solution Brief:

  • The Emdoor Digital MID Solution mainly uses Amlogic AML8726-MX, AML8726-M3 processor, with the core of Cortex-A9, clocked at 1.5G and featuring strong capacity.
  • The latest Android 4.1 system is adopted, able to support Flash11 and powerful third-party software.
  • All-touch design is adopted, with all levels of resolution covering 800*480-1280*800.
  • Built-in WIFI wireless network can support 3G modules (Optional), WCDMA / EVDO / TDSCDMA, as well as optional built-in GPS modules.
  • It can support web surfing, e-mail sending and receiving, QQ / MSN / SKYPK online chat, online games, Internet TV, stock + funds + futures, real-time pricing, real-time transactions and more other office software, as well as browsing and editing of WORD, EXCEL, PPT, PDF, TXT and other document formats.
  • Able to support all major audio, video, photos, FLASH plug-ins and a number of game sets, as well as 38 countries’ languages and 28 countries’ 3G parameters, all programs use ultra-low power consumption and robust power management design, boasting stable performance, high productivity, fast delivery and excellent service.

Products Development:

  • Feb. 2008  Tablet R &D team was under preparation.
  • Dec. 2008  1st tablet solution which was based on Marvell PXA303 was developed successfully.
  • Mar. 2009  Selected as the key cooperative Design House of Marvell in Great China.
  • Apr.  2009  Tablet with 4.3” touch screen and based on Android 1.1 was 1st published in China.
  • Jun. 2009  Series of Android Netbook were released.
  • Sep. 2009  Tablet with 7” touch screen and based on Android1.5 was 1st published in the industry.
  • Jan. 2010  Tablets with 7” touch screen and built-in WCDMA based on Android forayed into Japanese market.
  • Mar. 2010  7” Tablets with built-in WCDMA based on Android forayed into Germany Vodafone Telecom.
  • Apr. 2010  Changed the chips solution supplier from Marvell to Telechips.
  • Oct. 2010  Mass production started, the PCBA sales volume in Q4 was over 250,000 pieces.
  • Jan. 2011  Tablet solutions based on Android2.3, Telechips 8803, Cortex, 1.2GHz was 1st published in the industry.
  • Apr.  2011  Tablet solutions from 5” to 10” based on Android 2.3.3, Telechips8803 were keeping steady mass production.
  • Jul. 2011  Be the supplier of well known educational enterprises in China for teaching platforms.
  • Sep. 2011  Successively released diversified new tablet solutions such as EM76, EM78, EM89, EM101 and EM102.
  • Oct. 2011  Emdoor Digital was participated in the China Sourcing Fair (Electronics & Components), which was hosted by Global Sources in Asia World-Expo, Hong Kong.
  • Dec. 2011  Tablet solutions from 7” to10” based on Android 4.0, Telechips 8923, Cortex new generation (Cortex-A5) were developed successfully.
  • Jan. 2012  Emdoor Digital was participated in the International Consumer Electronics Show (CES) in L.V.
  • Feb. 2012  Tablet solutions from 7” to10” based on Android 4.0.3, Amlogic 8726, Cortex-A9 were developed successfully.
  • Mar. 2012  Emdoor Digital was participated in the International CeBIT in Hannover Germany.
  • Apr. 2012  Emdoor tablet solutions based on Amlogic AML8726-MX Dual Cortex-A9 were first appeared in China Sourcing Fair (Electronics & Components) in Hong Kong.
  • May. 2012  Emdoor published mass production solution of Dual-core Tablet PC which based on Amlogic AML8726-MX Dual Cortex-A9 in new products release conference.
  • Aug. 2012  Tablet solutions based on Android 4.0.4, Amlogic 8726-MX, Dual core Cortex-A9 appeared successfully at the first China Sourcing Fair-Sao Paulo in Brazil.

2014 will be the last year of “free ride” in the smartphone and tablet spaces for ARM-based competitors of Intel – at least what Intel is insisting again

With 2013 performance of only 10 million tablet chip sets (for Windows mostly) Intel is still confident in its ability to deliver 40 million of those (with increased Android portion) in 2014. To achieve this they will be doing a lot of enabling across the industry to take the Bay Trail-based tablet BOM cost down to an equivalent level. They expect that the company’s overall margin will be hit just by 1.5% because of this required in 2014 effort. They are saying that Intel will be safe from 2015 on as moving to 14nm process technology with next-generation (even in terms of micro-architecture) Broxton and SOFIA SoCs for tablet and smartphone devices. They are basing this statement on their inherent “transistor density” advantage against TSMC from that point in time on, despite some analysts’ opinion of the economy of scale advantage of TSMC in terms of the number of wafers produced.

Meanwhile the possible direction of leading OEMs got a hint with New Acer CEO introduced to the media [Formosa EnglishNews, Jan 14, 2014]

In a press conference today, new Acer CEO Jason Chen said he looks forward to transforming the struggling Taiwanese computer maker. Chen was joined by Chairman Stan Shih, who recently rejoined Acer in an effort to resurrect the company he founded. Acer Chairman Stan Shih appeared with new CEO Jason Chen. They smiled broadly and wore matching pink shirts at today’s press conference.Stan Shih Acer Chairman I look forward to Jason being an outstanding performer and soon eclipsing me. Reporters will forget about Stan.Chen was lured away from TSMC. His expertise is in marketing, and he was the youngest ever TSMC senior vice president. His resume also includes prior stints with Intel and IBM.Morris Chang TSMC ChairmanI think it’s a good thing that TSMC can train people to work and lead other com

With media generally reporting that Acer’s biggest mistake was its too early and too heavy bet on ultrabooks it is clear that OEMs will take a very cautious approach with Intel’s efforts to decrease the Bay-Trail based tablet costs down on the BOM level, as it is exactly what happened with ultrabooks. Instead the will try to solidify their tablet market position with ARM-based tablets in all segments of the tablet market, from the lowest cost upto the premium. Moreover, Jason Chen’s appointment to the CEO position of Acer is also showing that even for ongoing efforts OEMs need a very detailed and deep understanding of the SoC manufacturing and even the process technologies. Take note of Jason Chen’s history of employment in order to understand that:

  • TSMC: 2005-2013
  • Intel: 1991-2005
  • IBM: 1991-1998

In other regards we only know that Acer to start new operation strategy in April to focus on BYOC (Build Your Own Cloud) [DIGITIMES, Jan 13, 2014] and that “In the future, all of Acer’s businesses including desktop, notebook and tablet will involve the BYOC platform and it is hoping to strengthen its product lines through the services.” It will be interesting to watch what that means as my previous conclusion was Leading PC vendors of the past: Go enterprise or die! [‘Experiencing the Cloud’, Nov 7, 2013].

Now back to the Intel related information in terms of details in their earnings call. Note before that the correlation of Intel and Microsoft stock prices (as well that the stock market was absolutely not happy with Intel results and especially with the “flat 2014” outlook):

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The company’s stance for 2014 is indeed not rosy as Intel to reduce global workforce by five percent in 2014 [Reuters, Jan 17, 2014].

From: Intel’s CEO Discusses Q4 2013 Results – Earnings Call Transcript [Seeking Alpha, Jan 16, 2014]
Inserted slides are from Investor Meeting – Stacy Smith (CFO) [Nov 21, 2013] while the acompanying text is from Intel Shares Mobile Progress, Priorities and Product Pipeline at Annual Investor Day [Technology@Intel, Nov 25, 2013] if reference is not put underneath

[On transistor density and wafer cost]

Mark Lipacis – Jefferies

Thanks for taking my question. At the Analyst Day, you addressed your view on transistor density and your expectation for leadership on that vector, but I have to say this discussing that idea with investors is a consensus view that seems to be that Intel has an inherent wafer cost disadvantage that relative to TSMC that neutralizes or more than neutralizes your transistor density advantage and the argument is that TSMC ships more wafers and therefore has more better purchasing power than you and its lower labor cost, so net-net, they have just a big huge advantage of wafer cost that you should have a hard to, too hard of a time to overcome. So my question is do you think that’s a fair view. Can you help us talk to the relative elements of the wafer cost and how you think you can compare? Any kind of help that you give us on the cost dimension would be extremely helpful. Thank you.

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From: CES: Process Will Still Win in Mobile, Says Intel’s Eul [Barrons.com, Jan 9, 2014]
Eul points out that Qualcomm, and other competitors such as Nvidia (NVDA) and Broadcom (BRCM), all of whom are dependent on Taiwan Semiconductor Manufacturing Company to actually make the chips they design, will run into a problem as Taiwan Semi’s technology stops scaling.
Intel had made the point at the analyst day presentation, and Eul repeated it: As TSMC moves from 28 nanometer to 20 nanometer, it will run into a problem at the subsequent step, 16 nanometer, where TSMC will not add any real reduction in transistor size. That, says Eul, means that 16-nanometer parts a few years from now will be stuck at a 20-nanometer feature size while intel presumably zooms ahead to 10 nanometer by that time.
And what that means is that, unable to scale the density of a chip as Intel can, Qualcomm and Nvidia and Broadcom and the others will not be able to integrate as many parts as Intel on a single semiconductor die.
And so to those who point out that Intel hasn’t yet released its integrated baseband chip, Sofia, mentioned above, Eul contends the company will have the last laugh in a few years’ time as Qualcomm and the rest hitting a scaling wall.

Brian Krzanich – Chief Executive Officer

You know I think the first thing to remember is that what really counts in all of this is transistor cost and what we really talk about in our Moore’s Law of Curves and when we talk about transistor density is driving a consistent cost reduction of the transistors and so wafer cost is one segment of that. I’m not going to comment on you know TSMC’s wafer cost versus our wafer cost but we feel confident that our relative level of scaling and our internal wafer cost are such that we believe we have a leadership position in transistor cost.

When you’re talking about any product whatever it is, a logic product that’s a low-end microprocessor for wearable or internet of things or high-end Xeon server. You’re talking about the number of case and hence the number of transistors required to put that logic device together, it doesn’t matter whose technology it’s on to some extent. It doesn’t matter what node and so the more cost effective those transistors are whether it’s 500 million or 3 billion the lower the product cost there is and that’s really what we focus on and why we focus on transistor cost. So I think we stand by our what we said at the investor meeting.

[On tablets]

Brian Krzanich: Our disclosure in November of a new smartphone and tablet road map that will include SoFIA our first IA SSD with integrated comps later this year is further evident that we’re innovating and bringing products to market at faster pace. Looking ahead 2014 will be an exciting year as we build further on this new foundation. We have established a goal to grow our tablet volumes to more than 40 million units. Within an emphasis on the value segment. As we’re finishing 2013 with more than 10 million units and a strong book of design wins we’re off to a good start.

Stacy Smith: In the tablet market, we launched the Bay Trail SoC and have started to expand our footprint and market signature in this growing market.

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The 4X Tablet Campaign:
This year, Intel increased its focus on tablets with key design wins and the introduction of Bay Trail.  Next year, Intel plans to increase tablet volumes by 4X!  Eul signaled a rich pipeline of tablet and phablet design wins for Bay Trail including Android and Windows devices spanning price points from premium to sub $99 products from leading OEMs and the China tech ecosystem. He also said industry leading performance, competitive battery life, cost-reduced SOCs and unique features like 64 bit will help drive growth. Intel gave a first-time demo of the performance gains achieved with a 64 bit Bay Trail system running Windows and showed a 64 bit kernel running on an Android tablet.

Note the details about the 2014 tablet market of ~289+ million units in the 2014 will be the last year of making sufficient changes for Microsoft’s smartphone and tablet strategies, and those changes should be radical if the company wants to suceed with its devices and services strategy [‘Experiencing the Cloud’, Jan 17, 2014] post of mine. The 40 million target of Intel is therefore less than 14% of that.

[regarding: So on the tablet strategy to get the 40 million you’re saying it’s going to be a 1.5 percentage hit.

CFO Commentary on Fourth-Quarter and Full Year 2013 Results
2014 Outlook
Gross Margin Reconciliation: 2013 to 2014 Outlook (59.8% to 60% +/- a few points)
    • – 1.5 points: Tablet impact

    Let’s say you guys get into the second half of the year and you’re not quite to the 40 million if it’s a pretty significant short fall. Would you consider canning that strategy I guess I’m just wondering what the commitment is if the volumes aren’t there but the cost is there by the end of the year?]

    Brian Krzanich: This isn’t a price reduction as normal price reduction would be; it’s not where you are just simply reducing. It’s truly a BOM cost equalizer and remember a lot of our 40 million tablets in ’14 will be based on Bay Trail. Bay Trail was originally designed for Avoton-based PC segments and the upper end tablet [and all Windows]. And so it’s what we are doing here is doing a BOM cast delta relative to the, what the mid and lower end tablets require. And so those are things like Bay Trail may require more layers of a printed circuit board for the board itself, more components on the board and tighter power management controls and things like that. We have a whole program to reduce those throughout the year. So that gives us confidence that as we go through the year, the BOM cast delta will shrink, but if the volume didn’t show up for some reason and I am not going to say that, that’s what’s going to happen, but I am confident it will, but if it didn’t it’s on a per unit basis. And so the spending on that contra would be reduced equivalently.

    Stacy Smith: And I would just add as Brian said we are doing a lot of enabling across the industry to take the BOM cast out in equivalent. These are costs at the system level not at our chip level and it will vary a lot by SKU, but to give you a sense for a Bay Trail platform from the beginning of the year to the end of the year we think that, that BOM penalty drops by more than half. And so it kind of gets better out in time. And then when we get to the Broxton generation we think it’s de minimis.

    Brian Krzanich: Both Broxton and SoFIA are just specifically designed to eliminate that delta.

    image
    Say “hello” to SoFIA:
    By the end of 2014, Intel will deliver a new integrated Atom processor + communications solution for entry and value smartphones and tablets, code-named SoFIA. In his presentation, Eul highlighted that Intel’s Infineon wireless assets make the company an “incumbent” in the mobile phone market, shipping more than 360M mobile platforms a year spanning 2G and 3G solutions. He said SoFIA builds on the proven 3G communications platform to deliver a competitive and highly integrated, IA-based mobile solution aimed at the fast-growing market for entry smartphones and tablets. The 3G version of SoFIA is expected by the end of 2014, and Eul said an LTE version would follow in the first half of 2015.
    Accelerated Mobile Roadmap: While specific product details will be saved for a later date, Eul signaled a robust pipeline of new Atom processors and multi-comms solutions for 2014 and beyond to address devices spanning market segments from entry to performance smartphones and tablets, an approach he called “market-oriented pragmatism.” In addition to SoFIA, Eul noted:
      • Broxton in 2015 Intel plans to deliver a 14nm, 64 bit SOC based on a new, next generation Atom architecture (Goldmont) targeted for hero devices. Broxton is being designed for pairing with Intel’s next generation LTE solutions.

      [regarding: If we look at tablets and smartphone, what type of units do you need to reach for that business to stop having a material impact in gross margin from is 10 points higher utilization rates and excluding the contra revenue impact and that’s it? So just looking at the 40 million units target for this year, what type of volume do you need to get in order for gross margin to start appreciating from the west of the business if you exclude the contra revenue impact?]

      Brian Krzanich: Yes, it’s hard to say. I mean, I will bridge back to our strategy here. Our strategy is that we are going to use our process technology leads. We will have leadership products that also are competitive or maybe even leadership in terms of cost and I showed some data at the investor meeting that just kind of showed the die size as we progress from Bay Trail to Broxton to SoFIA and so you can get a sense of the kinds of cost structure that we are going to have on a per unit basis. I don’t think it causes on a percentage basis. Yes, I can’t – I am not envisioning if this causes the gross margin percentage to go up, but you can definitely get to a space once we get through these contra enabling dollars where every unit we sell is accretive on a gross margin dollars per unit. It’s utilizing factories that we have in place for PCs. And so it’s a nice adder of that gross margin dollar per unit standpoint.

      [regarding: Bay Trail Android tablets]

      Brian Krzanich: Most of the Bay Trail Android tablets really start showing up more in Q2 than in Q1 and that’s again purely you know remember we made a shift, an original program for Bay Trail was all Windows. As we came into the midpoint of the year we sandbox [ph] shift and make it Windows and Android and so you know our OEM partners as well are targeting more towards Q2 and it’s just when you do you go and start putting back in that back to school event which is a next seasonal place where upside usually occur.

      [regarding: On the smartphone or on tablet space, I think it is true that Intel has a manufacturing lead, but do you think your cost reduction efforts and then the Moore’s Law advantages ever progressed faster than the ASP declines in the space. In other words, do you think Intel can be sustainably profitable in the mobile space which is maturing?]

      Brian Krzanich: Yes, we absolutely do. You saw at the investor meeting products like SoFIA, which really are going to be put on to 14-nanometer are fully integrated all the way through with the 3G option or an LTE option and that LTE is with carrier aggregation. Those kinds of products we believe are very, very cost competitive in fact leading from a cost position. In addition, we don’t talk a lot about, but we are already in that low cost Asia market. We are inch and then we are working with ODMs there. That’s actually where a lot of the innovations coming out of for some of these cost reductions on tablets and where we are getting the cost reduction ideas. So we are in that market now. We sold out of that Shenzhen low cost market in Q4. We will continue through it – through 2014 and with products like SoFIA on leading edge technology, we are very comfortable that we can get into those very low price points.

      Altera will use Intel Custom Foundry’s 14 nm Tri-Gate (FinFET) process services to produce its new high-end SoC FPGA with 64-bit ARM Cortex-A53 IP

      With Stratix® 10 high-end and Arria® 10 mid-range FPGA and SoC FPGA products Altera wants to surge ahead of Xilinx in critical infrastructure—such as wireless remote radio units (RRUs), 100G/400G wireline channel (line) cards and data centers—as well as military, medical and broadcast scenarios by relying on ARM Cortex-A53 IP (Intellectual Property) and Intel Custom Foundry’s 14 nm Tri-Gate (FinFET) process services for Stratix 10, and ARM Cortex-A9 IP and TSMC 20 nm 20SoC process for Arria 10 with OpenCL for FPGAs capability for both. It will also be possible to begin designs with the Arria 10 portfolio of 20 nm FPGA devices, and then take advantage of pin-for-pin design migration pathways from Arria 10 FPGA and SoC products to Stratix 10 FPGA and SoC products as they become available.

      This was my conclusion when the news came out that Altera Announces Quad-Core 64-bit ARM Cortex-A53 for Stratix 10 SoCs [press release, Oct 29, 2013] and then I answered three questions for myself, followed by understanding a little bit more deeply two other issues as well:

      1. Why FPGAs? Why more FPGAs?
      2. Why SoC FPGAs?
      3. Why ARM with FPGA on the Intel Tri-Gate (FinFET) process, and why now?
      4. OpenCL for FPGAs
      5. Altera SoC FPGAs

      For introduction here is Altera Stratix 10 SoC & ARM perspective – ARM TechCon ’13 [ARMflix YouTube channel, Oct 31, 2013]

      Altera’s Chris Balough tells us about the Stratix 10 series, then ARM’s Ian Ferguson discusses what this provides for various applications. http://www.altera.com/devices/fpga/stratix-fpgas/stratix10/stx10-index.jsp

      To shed more light on the direction of breakthrough by Altera, here is additional introductory information from: Arria 10 Device Overview* [Altera, Sept 4, 2013]
      *As there is no similar document yet for Stratix 10

      Altera’s Arria® FPGAs and SoCs deliver optimal performance and power efficiency in the midrange. By using TSMC’s 20-nm process technology on a high-performance architecture, Arria 10 FPGAs and SoCs deliver higher performance than previous-generation high-end FPGAs while simultaneously reducing power by offering a comprehensive set of power-saving technologies. Altera’s Arria 10 family is reinventing the midrange.
      Altera’s Arria 10 SoCs offer a second generation SoC product that both demonstrates a long-term commitment to the SoC product line and extends Altera’s leadership in programmable devices that feature the ARM-based hard processor system (HPS).
      Important innovations in Arria 10 devices include:
      – Enhanced core architecture delivering 60% higher performance than the previous generation midrange (15% higher performance than previous fastest high-end FPGAs)
      – Integrated transceivers with short reach rates up to 28.05 Gbps and backplane capability up to 17.4 Gbps
      – Hard PCI Express Gen3 intellectual property (IP) blocks
      – Hard memory controllers and PHY up to 2666 Mbps
      – Variable precision digital signal processing (DSP) blocks
      – Fractional synthesis PLLs
      – Up to 40% lower power compared to prior midrange FPGAs and up to 60% lower power compared to prior generation high-end FPGAs due to a comprehensive set of advanced power-saving features
      – 2nd generation ARM® Cortex™-A9 hard processor system (HPS) for SoC variants
      – Integrated 10GBASE-KR/40GBASE-KR4 Forward Error Correction (FEC)
      Arria 10 devices are ideally suited for high performance, power-sensitive, midrange applications in such diverse markets as:
      Wireless—for channel and switch cards in remote radio heads and mobile backhaul
      Broadcast—for studio switches, servers and transport, videoconferencing, and pro audio/video
      Wireline—for 40G/100G muxponders and transponders, 100G line cards, bridging, and aggregation
      Compute and Storage—for flash cache, cloud computing servers, and server acceleration
      Medical—for diagnostic scanners and diagnostic imaging
      Military—for missile guidance and control, radar, electronic warfare, and secure communications

      Target Markets for Arria 10 FPGAs and SoCs
      Arria 10 devices meet the performance, power, and bandwidth requirements of next generation wireless infrastructure, broadcast, compute and storage, networking, and medical and military equipment.
      By providing such a highly integrated device, Arria 10 FPGAs and SoCs significantly reduce BOM cost, form factor, and power consumption. Arria 10 devices allow you to differentiate your product through customization by implementing your intellectual property in both hardware and software.
      For these applications, Arria 10 devices integrate both logic functions and processor functions in a highly integrated single device. The integrated ARM-based SoCs provide all the functionality of traditional FPGAs, eliminate the need for a local processor, and increase system performance by taking advantage of the tightly coupled high bandwidth interface between the core fabric and the hard processor system.

      image

      • For Wireless infrastructure particularly remote radio unit, the industry has standardized onARM-based ASSPs and SoCs for several generations. ARM is widely recognized as the industry leader in low power solutions. At 20 nm, the Dual ARM Cortex MPCore provides the best power efficiency of any GHz class of process. When combined with Altera’s industry leading programmable technology, this provides an ideal platform to address the performance, power, and form factor requirements of wireless remote radio unit and small cell base stations.
      • For Wireline communication equipment such as access, metro, core,and transmission equipment where the FPGA performs critical functions such as protocol bridging, packet framing, aggregation, and I/O expansion, SoCs now offer all this as well as integrated intelligent controland link management, sometimes referred to as Operations, Administration, and Maintenance (OAM). OAM typically is software that executes when a link is established or fails during operation. The integrated ARM processor can also be used for statistics and error monitoring and minimize system downtime when a link is compromised or oversubscribed. Tight coupling of the processor and the data path (implemented in the core logic) saves time and results in significant savings in terms of operating expenses associated with system downtime and loss of quality of service.
      • For Compute and storage equipment, flash cache storage, the integrated ARM processor can be used to manage Flash sectors and improve overall life and reliability as well as offload the host processor and provide control for search and hardware acceleration functions for cloud storage equipment. The integrated ARM based HPS can configure the hard PCIe interfaces in PCIe root port configuration and also run link layers for SAS and SATA interfaces.
      • For Next generation Broadcast equipment, where “4K readiness” is the key technology driver, the integrated ARM processor subsystem eliminates the need for a local GHz class processor, which is commonly used for functions such as audio processing, video compression, video link management, and PCIe root port.
      • For Military applications, new security features such as Secure Boot, Encryption, and Authentication have been introduced for secure wireless and wireline communications, military radar, military intelligence equipment.
      • For Test and Medical applications, combining ARM HPS with support for high speed memory devices such as DDR4, and Hybrid Memory Cube (HMC) as well as high speed transceivers and embedded controllers such as PCIe Gen3, Arria 10 SoCs are ideal for next generation test and medical equipment.
      Then you can also read The Next-Node Battle Begins – Altera Announces “Generation 10” [EE Journal, June 11, 2013] from I will quote here the following:
      For the past three nodes or so, we’ve seen a back-and-forth battle between Altera and Xilinx. Most people think that Altera got the upper hand in 40/45nm products with their Stratix IV family. Two years later, Xilinx struck back hard at 28nm with Virtex-7. Now, it’s time for the “next” generation, and Altera is apparently ready to get the party started. The company has just announced their upcoming “Generation 10” FPGA families – and it looks like this node is gonna be a doozy!
      as well as the ARMing a New Generation – Altera Announces Processor Architecture for Gen X [EE Journal, Oct 29, 2013] from which it is wort to quote the following:
      Altera is currently in a race with archrival Xilinx, whose first FinFET FPGAs will be riding in on TSMC’s 16nm FinFET process. Which horse is faster? Intel is widely believed to have superior process technology and has already been shipping 22nm FinFET-based devices. Those points go to Intel. TSMC, on the other hand, has vastly more experience as a merchant fab and has announced that they are working closely with Xilinx to accelerate their FinFET program, in a blitz whose marketing name is “FinFAST.”
      At this point, therefore, it is unclear who will be shipping first, (and, except for bragging rights between the two companies, probably few people care.) It is likely that we will not see production devices from either company before 2015, so we are definitely in “future” mode here. It is also unclear how the performance attributes of the two companies’ offerings will stack up. Altera has shown more of their hand thus far, and their predictions are impressive – up to four million LUT-4 equivalent 1GHz programmable fabric, 56Gbps SerDes, better power efficiency, tons-o-RAM – and a high-powered processing subsystem in the SoC version. What’s the processing subsystem look like? That’s why we are gathered here today.
      There was speculation that the architecture might be other-than-ARM since the manufacturer is none-other-than-Intel. As far as we know, Intel hasn’t historically been too keen on manufacturing competing processor architectures. However, two other, more important market forces are at work in this situation. First, Altera has made a huge commitment to the ARM architecture with their current-generation SoC FPGAs. Getting their customers committed to the ARM/FPGA architecture and then jumping ship and forcing them to migrate after only one generation would be a major inconvenience, and it would be a big black eye for Altera. It would have been very unlikely that Altera would have inked the Intel deal knowing that they couldn’t continue their ARM commitment.
      Second, Intel is obviously trying to make a go at it in the merchant fab business. If the company had a hard-and-fast policy of never manufacturing a chip with an ARM architecture on board, they’d be severely limiting their market. While Intel has already been building FPGAs for both Tabula and Achronix, getting Altera in their stable is a whole ‘nuther deal. Putting aside petty concerns about processor architecture is a small price to pay for better street cred in the merchant fab business.


      1. Why FPGAs? Why more FPGAs?

      As one of the greatest strengths of the FPGA is its ability to perform highly pipelined and complex algorithmic computations on the data brought onchip Altera says that we can do better with explicit parallelism on FPGAs than on GPUs:

      imageThe spectrum of software-programmable devices is now evolving significantly. The emphasis is shifting from automatically extracting instruction-level parallelism at run time to explicitly identifying thread-level parallelism at coding time. Highly parallel multicore devices are beginning to emerge with a general trend of containing multiple simpler processors where more of the transistors are dedicated to computation rather than caching and extraction of parallelism. These devices range from multicore CPUs, which commonly have 2, 4, or 8 cores, to GPUs consisting of hundreds of simple cores optimized for data-parallel computation. To achieve high performance on these multicore devices, the programmer must explicitly code their applications in a parallel fashion. Each core must be assigned work in such a way that all cores can cooperate to execute a particular computation. This is also exactly what FPGA designers do to create their high-level system architectures.
      (Source: Implementing FPGA Design with the OpenCL Standard
      (v. 2.0 Altera whitepaper, November 2012])
      Field Programmable Gate Arrays
      FPGAs are integrated circuits that can be configured repeatedly to perform an infinite number of functions. Low level operations such as bit masking, shifting, and addition are all configurable and can be assembled in any order. FPGAs achieve a high level of programmability by integrating combinations of lookup tables (LUTs), registers, on-chip memories, and arithmetic hardware (for example, digital signal processor (DSP) blocks) through a network of reconfigurable connections to implement computation pipelines. LUTs are responsible for implementing various logic functions. For example, reprogramming a LUT can change an operation from a bitwise AND logic function to a bit-wise XOR logic function.
      The key benefit in using FPGAs for algorithm acceleration is that they support wide and heterogeneous pipelines. Each pipeline implemented in the FPGA fabric can be wide and unique. This characteristic is in contrast to many different types of processing units such as symmetric multiprocessors (SMPs), DSPs, and graphics processing units (GPUs). In these types of devices, parallelism is achieved by replicating the same generic computation hardware multiple times. In FPGAs, however, parallelism can be achieved by duplicating only the logic that will be exercised by your algorithm.
      A processor implements an instruction set that limits the amount of work that can be performed each clock cycle. For example, most processors do not have a dedicated instruction that can execute the following C code:
      E = ((((A + B) ^ C) & D) >> 2;
      Without a dedicated instruction for this C code example, a CPU, DSP, or GPU must execute multiple instructions to perform the operation. You can configure an FPGA to perform a sequence of operations that implements the code above in a single clock cycle. An FPGA implementation connects specialized addition hardware with a LUT that performs the bit-wise XOR and AND operations. The device then leverages its programmable connections to perform a right shift by two bits without consuming any hardware resources. The result of this operation can be connected to subsequent operations to form complex pipelines. You may think of an FPGA as a hardware platform that can implement any instruction set that your software algorithm requires.
      Altera SDK for OpenCL Pipeline Approach
      The key difference between the pipeline generated by the Altera Offline Compiler (AOC) and a typical processor pipeline is that the FPGA pipeline is not limited to a statically defined set of pipeline stages or instruction set.

      The custom pipeline structure provided by the AOC speeds up computation by allowing operations within a large number of threads to occur concurrently.
      (Source: Altera SDK for OpenCL Optimization Guide
      [for v. 13.0 SP1.0 by Altera, June 2013])
      GPU and FPGA Design Methodology
      GPUs are programmed using either Nvidia’s proprietary CUDA language, or an open standard OpenCL language. These languages are very similar in capability, with the biggest difference being that CUDA can only be used on Nvidia GPUs.
      FPGAs are typically programmed using HDL languages Verilog or VHDL. Neither of these languages is well suited to supporting floating-point designs, although the latest versions do incorporate definition, though not necessarily synthesis, of floating-point numbers. For example, in System Verilog, a short real variable is analogue to an IEEE single (float), and real to an IEEE double.
      OpenCL for FPGAs
      OpenCL is familiar to GPU programmers. An OpenCL Compiler for FPGAs means that OpenCL code written for AMD or Nvidia GPUs can be compiled onto an FPGA. In addition, an OpenCL Compiler from Altera enables GPU programs to use FPGAs, without the necessity of developing the typical FPGA design skill set.
      Using OpenCL with FPGAs offers several key advantages over GPUs. First, GPUs tend to be I/O limited. All input and output data must be passed by the host CPU through the PCI Express® (PCIe®) interface. The resulting delays can stall the GPU processing engines, resulting in lower performance
      OpenCL Extensions for FPGAs
      FPGAs are well known for their wide variety of high-bandwidth I/O capabilities. These capabilities allow data to stream in and out of the FPGA over Gigabit Ethernet (GbE), Serial RapidIO® (SRIO), or directly from analog-to-digital converters (ADCs) and digital-to-analog converters (DACs). Altera has defined a vendor-specific extension of the OpenCL standard to support streaming operations. …
      FPGAs can also offer a much lower processing latency than a GPU, even independent of I/O bottlenecks. It is well known that GPUs must operate on many thousands of threads to perform efficiently, due to the extremely long latencies to and from memory and even between the many processing cores of the GPU. In effect, the GPU must operate many, many tasks to keep the processing cores from stalling as they await data, which results in very long latency for any given task.
      The FPGA uses a “coarse-grained parallelism” architecture instead. It creates multiple optimized and parallel datapaths, each of which outputs one result per clock cycle. The number of instances of the datapath depends upon the FPGA resources, but is typically much less than the number of GPU cores. However, each datapath instance has a much higher throughput than a GPU core. The primary benefit of this approach is low latency, a critical performance advantage in many applications.
      Another advantage of FPGAs is their much lower power consumption, resulting in dramatically lower GFLOPs/W. FPGA power measurements using development boards show 5-6 GFLOPs/W for algorithms such as Cholesky and QRD, and about 10 GFLOPs/W for simpler algorithms such as FFTs. GPU energy efficiency measurements are much hard to find, but using the GPU performance of 50 GFLOPs for Cholesky and a typical power consumption of 200 W, results in 0.25 GFLOPs/W, which is twenty times more power consumed per useful FLOPs.
      (Source: Radar Processing: FPGAs or GPUs? (v. 2.0 Altera whitepaper, May 2013])

      Altera also says that the need for ever-increasing bandwidth and flexibility drives the need for a breakthrough in capability:

      The increased capabilities in smartphones and other portable devices are the reason for the dramatic leap in system performance that we will see in next-generation FPGAs. The explosion of mobility bandwidth requirements are putting a huge demand on the wireless, wired, and data center infrastructure capabilities. While the number of smartphones is growing at single digit percentage rates, the customers of these devices continue to drive more bandwidth with the ever-increasing smartphone capability. Much of this is due to the increased video content. In 2012, average smartphone data usage grew by 81 percent. Cisco expects mobile traffic to increase 66 percent per year through 2017 and two-thirds of all mobile traffic will be video content. At this time, mobile network speed is expected to increase by seven times and 4G networks to comprise 45 percent of all traffic (1) (see Figure 1).

      image

      A brief overview of three infrastructure applications below are examples of why hardware and software developers are looking to FPGAs to address their next-generation products bandwidth, performance, power, and cost goals.
      ■ Wireless remote radio units
      ■ 400G wireline channel cards
      ■ Data centers
      Wireless Remote Radio Units
      In the capital-intensive wireless infrastructure market, telecommunications operators desire to provide more bandwidth faster and cheaper. The faster these operators can do cost reductions, the more deployments they can do, the more area they can cover, and the faster they can serve customers—a huge advantage. The product strategy of these companies is to keep the datapath width the same and increase the clock frequency for as many generations as they can. Upcoming remote radio units will look for FPGAs to push close to 500 MHz of core performance for complex functions, such as implementing digital pre-distortion algorithms. This will preserve their investment in their radio architecture and allow them to cover a broader spectrum of radio frequency (RF) bandwidth. In doing so they look to have a better return on investment because less work needs to be done re-architecting a solution. Furthermore, their time-to-market advantage improves by getting these new products out faster. They must also lower their operating costs to drive cost per bit down because revenues per mobile subscriber grow at a far less rate than the data traffic per subscriber. Thus by not widening their datapath, and creating power efficient designs on smaller more power-efficient FPGAs, allows them to achieve this goal.
      400G Channel Cards
      Another driving force in improving FPGA performance is the need to upgrade the network communications infrastructure. Next-generation 400G versus existing 100G channel cards will dramatically push system capabilities. The bandwidth jump of four times in the next-generation systems is much greater than in previous iterations. Because the market for this is still new, companies cannot risk building ASICs or ASSPs to achieve this goal. Integration of multiple 56 gigabits per second (Gbps) and 28 Gbps transceiver solutions to accommodate this level of bandwidth is needed, but only a part of the solution. More and faster logic to accommodate this higher bandwidth is also required. However since the dimensions of the chassis do not change, the power envelope is limited. The network infrastructure cannot tolerate solutions where power increases at a linear rate with bandwidth capability. For packet processing and traffic management applications at 400G bandwidth at 600 million packets per second, scaling the data path width and frequency can relieve the data path processing function but cannot scale for control path processing such as scheduling. Therefore high performance in all aspects of device capability is required: processing, memory interfacing, IO interfaces, and others. FPGAs remain the most attractive solution, but companies will need investments in higher performance per watt architectures, transceivers, and process technology to address this large leap in capabilities and challenges.
      Data Centers
      All the data and video that are being pushed and downloaded from these new wireless deployments and transported through the new 400G packet processing infrastructure also needs to be stored and processed. Computations per watt and computations per dollar is a key metric in data centers. FPGA’s are increasingly used in the data center for data access, algorithm, and networking acceleration. Data center servers are bottlenecked getting access to data. The latest processors have more and more cores, but the bandwidth to external memory and data is not keeping pace with the increase in computing power. Many of these servers are running at average utilization rates and are well under peak processing power. These servers are good candidates for FPGA acceleration. Hardware acceleration through FPGAs becomes an attractive alternative to replacing these processors by focusing on the performance bottlenecks that software on processors cannot overcome.
      Other applications are also looking to FPGAs to support their increased bandwidth requirements, such as video content providers moving to 4K video, cloud computing, and intelligence applications in defense. These applications face similar issues. (Source: Expect a Breakthrough Advantage in Next-Generation FPGAs (v. 1.0 Altera whitepaper, June 2013])


      2. Why SoC FPGAs?

      Altera’s Vision of Silicon Convergence: system solutions by merging coarse and fine grained programmable hardware [IEEE Computer Society Santa Clara Valley YouTube channel, recorded on Sept 10, 2012, published on June 10, 2013]

      Recorded: Monday, September 10, 2012 Speaker: Ty Garibay, Altera Corporation. Event page: http://sites.ieee.org/scv-cs/archives/silicon-convergence-creating-system-solutions-by-merging-coarse-and-fine-grained-programming-model Slide deck: http://sites.ieee.org/scv-cs/files/2012/09/Garibay-IEEE-0910121.pdf While continuing semiconductor miniaturization enables ever more complex systems, the cost and complexity of system innovation becomes increasingly out of reach. A standard solution consisting of high performance processors, hardened peripherals, and a programmable logic fabric is ideal to address system integration challenges. Complementary to similar advances in software, a host of hardware design tools and high-level programming methodologies are also making system design more user-friendly. Together these industry advances allow design teams to flexibly implement any system to achieve the sweet spot of performance and power dissipation according to team capabilities. In his talk, Ty Garibay shares Altera’s view on silicon convergence, the integration of SoC and FPGA, and the direction the company is taking to increase system design efficiency through the use of high-level design languages and tools.

      From the slide deck:

      image image

      What Is a PLD?

      • A programmable logic device (PLD) is a type of semiconductor
      • Most semiconductors can be programmed only once to perform a specific function
      • PLDs are reprogrammable—functions can be changed or enhanced during development or after manufacturing

      Flexibility Makes PLDs Lower Risk and Faster to
      Design Than Other Types of Semiconductors

      image

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      3. Why ARM with FPGA on the Intel Tri-Gate (FinFET) process, and why now?

      Altera Announces Quad-Core 64-bit ARM Cortex-A53 for Stratix 10 SoCs [press release, Oct 29, 2013]

      Manufactured on Intel’s 14 nm Tri-Gate Process, Altera Stratix® 10 SoCs Will Deliver Industry’s Most Versatile Heterogeneous Computing Platform
      Altera Corporation (NASDAQ: ALTR) today announced that its Stratix 10 SoC devices, manufactured on Intel’s 14 nm Tri-Gate process, will incorporate a high-performance, quad-core 64-bit ARM Cortex™-A53 processor system, complementing the device’s floating-point digital signal processing (DSP) blocks and high-performance FPGA fabric. Coupled with Altera’s advanced system-level design tools, including OpenCL, this versatile heterogeneous computing platform will offer exceptional adaptability, performance, power efficiency and design productivity for a broad range of applications, including data center computing acceleration, radar systems and communications infrastructure.
      The ARM Cortex-A53 processor, the first 64-bit processor used on a SoC FPGA, is an ideal fit for use in Stratix 10 SoCs due to its performance, power efficiency, data throughput and advanced features. The Cortex-A53 is among the most power efficient of ARM’s application-class processors, and when delivered on the 14 nm Tri-Gate process will achieve more than six times more data throughput compared to today’s highest performing SoC FPGAs. The Cortex-A53 also delivers important features, such as virtualization support, 256TB memory reach and error correction code (ECC) on L1 and L2 caches. Furthermore, the Cortex-A53 core can run in 32-bit mode, which will run Cortex-A9 operating systems and code unmodified, allowing a smooth upgrade path from Altera’s 28 nm and 20 nm SoC FPGAs.
      “ARM is pleased to see Altera adopting the lowest power 64-bit architecture as an ideal complement to DSP and FPGA processing elements to create a cutting-edge heterogeneous computing platform,” said Tom Cronk, executive vice president and general manager, Processor Division, ARM. “The Cortex-A53 processor delivers industry-leading power efficiency and outstanding performance levels, and it is supported by the ARM ecosystem and its innovative software community.”
      Leveraging Intel’s 14 nm Tri-Gate process and an enhanced high-performance architecture, Altera Stratix 10 SoCs will have a programmable-logic performance level of more than 1GHz; two times the core performance of current high-end 28 nm FPGAs.
      “High-end networking and communications infrastructure are rapidly migrating toward heterogeneous computing architectures to achieve maximum system performance and power efficiency,” said Linley Gwennap, principal analyst at The Linley Group, a leading embedded research firm. “What Altera is doing with its Stratix 10 SoC, both in terms of silicon convergence and high-level design tool support, puts the company at the forefront of delivering heterogeneous computing platforms and positions them well to capitalize on myriad opportunities.”
      By standardizing on ARM processors across its three-generation SoC portfolio, Altera will offer software compatibility and a common ARM ecosystem of tools and operating system support. Embedded developers will be able to accelerate debug cycles with Altera’s SoC Embedded Design Suite (EDS) featuring the ARM Development Studio 5 (DS-5™) Altera® Edition toolkit, the industry’s only FPGA-adaptive debug tool, as well as use Altera’s software development kit (SDK) for OpenCL to create heterogeneous implementations using the OpenCL high-level design language.
      “With Stratix 10 SoCs, designers will have a versatile and powerful heterogeneous compute platform enabling them to innovate and get to market faster,” said Danny Biran, senior vice president, corporate strategy and marketing at Altera. “This will be very exciting for customers as converged silicon continues to be the best solution for complex, high-performance applications.”
      About Altera
      Altera® programmable solutions enable designers of electronic systems to rapidly and cost effectively innovate, differentiate and win in their markets. Altera offers FPGAs, SoCs, CPLDs, ASICs and complementary technologies, such as power management, to provide high-value solutions to customers worldwide. Follow Altera viaFacebook, Twitter, LinkedIn, Google+ and RSS, andsubscribe to product update emails and newsletters.  altera.com

      Altera to Build Next-Generation, High-Performance FPGAs on Intel’s 14 nm Tri-Gate Technology [alteracorp YouTube channel, March 11, 2013]

      Industry leaders discuss the impact of the Altera and Intel foundry relationship and the future manufacture of Altera FPGAs on Intel’s 14 nm tri-gate transistor technology. These next-generation products, which target ultra-high-performance systems for military, wireline communications, cloud networking, and compute and storage applications, will enable breakthrough levels of performance and power efficiencies not otherwise possible.

      From: Intel takes big step in chip foundry business [Reuters, Feb 25, 2013]

      Altera Chief Executive John Daane told Reuters in a phone interview that Altera, which depends on communications infrastructure for about half of its business, is the only major programmable chipmaker that will have access to Intel’s plants.

      “We are essentially getting access like an extra division of Intel. As soon as they’re making the technology available to their various groups to do design work, we’re getting the same,” he said.

      Daane said Intel’s manufacturing technology will give Altera’s chips a several-year advantage against Xilinx, its main competitor in programmable chips. He said Altera would continue to make other chips with TSMC, its long-time foundry.

      Altera to Build Next-Generation, High-Performance FPGAs on Intel’s 14 nm Tri-Gate Technology [press release, Feb 25, 2013]

      Altera Corporation and Intel Corporation today announced that the companies have entered into an agreement for the future manufacture of Altera FPGAs on Intel’s 14 nm tri-gate transistor technology. These next-generation products, which target ultra high-performance systems for military, wireline communications, cloud networking, and compute and storage applications, will enable breakthrough levels of performance and power efficiencies not otherwise possible.
      “Altera’s FPGAs using Intel 14 nm technology will enable customers to design with the most advanced, highest-performing FPGAs in the industry,” said John Daane, president, CEO and chairman of Altera. “In addition, Altera gains a tremendous competitive advantage at the high end in that we are the only major FPGA company with access to this technology.”
      Altera’s next-generation products will now include 14 nm, in addition to previously announced 20 nm technologies, extending the company’s tailored product portfolio that meets myriad customer needs for performance, bandwidth and power efficiency across diverse end applications.
      “We look forward to collaborating with Altera on manufacturing leading-edge FPGAs, leveraging Intel’s leadership in process technology,” said Brian Krzanich, chief operating officer, Intel.  “Next-generation products from Altera require the highest performance and most power-efficient technology available, and Intel is well positioned to provide the most advanced offerings.”
      Adding this world-class manufacturer to Altera’s strong foundation of leading-edge suppliers and partners furthers the company’s ability to deliver on the promise of silicon convergence; to integrate hardware and software programmability, microprocessors, digital signal processing, and ASIC capability into a single device; and deliver a more flexible and economical alternative to traditional ASICs and ASSPs.

      Altera claims that only Intel’s 14 nm Tri-Gate Process offers a second generation of proven production technology:

      Transistor Design Background
      In 1947 the first transistor, a germanium ‘point-contact’ structure, was demonstrated at Bell Laboratories. Silicon was first used to produce bipolar transistors in 1954, but it was not until 1960 that the first silicon metal oxide semiconductor field-effect transistor (MOSFET) was built. The earliest MOSFETs were 2D planar devices with current flowing along the surface of the silicon under the gate. The basic structure of MOSFET devices has remained substantially unchanged for over 50 years.
      Since the prediction or proclamation of Moore’s Law in 1965, many additional enhancements and improvements have been made to the manufacture and optimization of MOSFET technology in order to enshrine Moore’s Law in the vocabulary and product planning cycles of the semiconductor industry. In the last 10 years, the continued improvement in MOSFET performance and power has been achieved by breakthroughs in strained silicon, and High-K metal gate technology.
      It was not until the publication of a paper by Digh Hisamoto and a team of other researchers at Hitachi Central Research Laboratory in 1991 that the potential for 3-D, or ‘wraparound’ gate transistor technology, to enhance MOSFET performance and eliminate short channel effects, was recognized. This paper called the proposed 3-D structure ‘depleted lean-channel transistor’, or DELTA(1). In 1997 the Defense Advanced Research Projects Agency (DARPA) awarded a contract to a research group at the University of California, Berkeley, to develop a deep sub-micron transistor based on the DELTA concept. One of the earliest publications resulting from this research in 1999 dubbed the device a ‘FinFET’ for the fin-like structure at the center of the transistor geometry(2).
      Important Turning Point in Transistor Technology
      Continued optimization and manufacturability studies on 3-D transistor structures continued at research and development organizations in leading semiconductor companies. Some of the process and patent development has been published and publicly shared, and some development remained in corporate labs.
      The research investment interests of the semiconductor industry are driven by the International Technology Roadmap for Semiconductors (ITRS), which is coordinated and published by a consortium of manufacturers, suppliers, and research institutes. The ITRS defines transistor technology requirements to achieve continued improvement in performance, power, and density along with options which should be explored to achieve the goals. The ITRS and its public documentation captures conclusions and recommendations regarding manufacturing capabilities like strained silicon and High-K metal gate, and now the use of 3-D transistor technologies to maintain the benefits of Moore’s law. Based on documents produced by the ITRS and an examination of academic papers and patent filings, research into 3-D transistor technologies has grown dramatically in the last decade.
      Adoption and Research
      Two important pronouncements occurred in the last two years that have propelled the 3-D transistor structure into the industry spotlight, and into a permanent place in the technology story of MOSFET transistors.
      The first announcement was by Intel Corporation on 4th of May, 2011, about their Tri-Gate transistor design that had been selected for the design and manufacture of their 22 nm semiconductor products. This was preceded by a decade of research and development taking advantage of the work of Hisamoto and others in FinFET development and optimization. It represented both a solid acknowledgment of the feasibility and cost-effectiveness of the the Tri-Gate transistor structure in semiconductor production, as well as a continued declaration of leadership by Intel in semiconductor technology.
      The second announcement was the publication of ITRS technology roadmaps, with contributions from many other semiconductor manufacturing companies that identified 3-D transistor technology as the primary enabler of all incremental semiconductor improvement beyond the 20 nm or 22 nm design node.

      Intel’s Leadership in Transistor Technologies
      In several public forums, including the Intel Developer’s Forums and investor’s conferences, Intel identifies where they have demonstrated technology leadership in a variety of advances that have sustained the pace of Moore’s Law. As shown in Figure 3, Intel has identified the number of years of production leadership they have achieved in bringing strained silicon and High-K metal gate technology to full production. In the case of 3-D Tri-Gate transistor technology, Intel estimates a lead of up to four years based on their production rollout of Tri-Gate technology at 22 nm in 2011.
      According to former Intel CEO, Paul Otellini in their 16 April 2013 Earnings Call(8):
      In the first quarter [of 2013], we shipped our 100 millionth 22 nanometer [Tri-Gate] processor, using our revolutionary 3-D transistor technology, while the rest of the industry works to ship its first unit.
      Another leadership advantage that will be held by Intel in their rollout of 14 nm technology can be traced to their very public ‘Tick-Tock’ strategy in process and microarchitecture introduction. A ‘tick’ cycle of product introduction relies on the implementation of microarchitecture changes in their CPU products, followed by a ‘tock’ cycle of semiconductor process manufacturing geometry shrink. Intel is firmly committed to a full process shrink in their move from 22 nm to 14 nm; comparable semiconductor technology processes in development at other manufacturers have been less clear whether their process roadmaps include the benefits of a process shrink.
      image(Source: The Breakthrough Advantage for FPGAs with Tri-Gate Technology (v. 1.0 Altera whitepaper, June 2013])

      Altera says beginning with 14 nm Tri-Gate technology, the highest performance FPGAs will simply be the ones built on demonstrably superior transistor technology:

      Accessing the Benefits of Tri-Gate Technology Through Altera FPGAs
      Taking advantage of the significant benefits of Intel’s Tri-Gate technology is only possible for users of Altera® high-density and high-performance FPGAs on the 14 nm technology process. This is the result of an exclusive manufacturing partnership between the two companies referenced in the introduction to this paper.
      The substantial advantages of Tri-Gate silicon technologies will allow Altera to deliver previously unimaginable performance in FPGA and SoC products. This will include a historic doubling of core performance as compared to other high-end FPGAs, bringing FPGAs to the Gigahertz performance level. Overall active and static power numbers will reduce by 70 percent through a combination of process, architecture, and software advances.
      Although the details and schedules of the 14 nm manufacturing process are not yet publicly available from Intel Corporation, Altera users can begin designs today that take advantage of the significant performance and power efficiency benefits of  Tri-Gate technology in FPGAs. This is possible by beginning designs with the Arria® 10 portfolio of 20 nm FPGA devices. Users can then take advantage of pin-for-pin design migration pathways from Arria 10 FPGA and SoC products to Stratix® 10 FPGA and SoC products as they become available.
      This allows you, as an FPGA user and system architect, to begin designing products that can accommodate both the Arria 10 and Stratix 10 product families with minimal changes, modifications, and reengineering. This will allow you to get products to market with the highest performance and lowest power FPGAs that leverage 20 nm process technology and power reduction techniques, then advance these same products to the previously unimaginable performance and power efficiency of Intel’s 14 nm Tri-Gate manufacturing process.
      (Source: The Breakthrough Advantage for FPGAs with Tri-Gate Technology (v. 1.0 Altera whitepaper, June 2013])

      Altera Announces Breakthrough Advantages with Generation 10 [press release, June 10, 2013]

      • Stratix 10 FPGAs and SoCs leverage Intel’s 14 nm Tri-Gate process and an enhanced architecture to deliver core performance two times higher than current high-end FPGAs, while enabling up to 70 percent power savings.
      • Arria 10 FPGAs and SoCs reinvent the midrange by simultaneously surpassing high-end FPGAs in performance while delivering 40 percent lower power than today’s midrange devices.
      Altera Corporation (NASDAQ: ALTR) today introduced its Generation 10 FPGAs and SoCs, offering system developers breakthrough levels of performance and power efficiencies. Generation 10 devices are optimized based on process technology and architecture to deliver the industry’s highest performance and highest levels of system integration at the lowest power. Initial Generation 10 families include Arria® 10 and Stratix® 10 FPGAs and SoCs with embedded processors. Generation 10 devices leverage the most advanced process technologies in the industry, including Intel’s 14-nm Tri-Gate process and TSMC’s 20 nm process. Early access customers are currently using the Quartus® II software for Generation 10 product development.
      “Our Generation 10 products will strengthen the penetration of programmable logic into new markets and applications and further accelerate the implementation of FPGAs into systems traditionally served by ASSPs and ASICs,” said Patrick Dorsey, senior director of product marketing at Altera. “The optimizations we made in our Generation 10 devices allow customers to develop highly customized solutions that dramatically increase system performance and system integration while lowering operating expenses.”
      Delivering the Unimaginable with Stratix 10 FPGAs and SoCs
      Stratix 10 FPGAs and SoCs are designed to enable the most advanced, highest performance applications in the communications, military, broadcast and compute and storage markets, while slashing system power. Leveraging Intel’s 14 nm Tri-Gate process and an enhanced high-performance architecture, Stratix 10 FPGAs and SoCs have an operating frequency over one gigahertz, 2X the core performance of current high-end 28 nm FPGAs. For high-performance systems that have the most strict power budgets, Stratix 10 devices allow customers to achieve up to a 70 percent reduction in power consumption at performance levels equivalent to the previous generation.
      Altera is announcing the technology details of Stratix 10 FPGAs and SoCs today as part of the Generation 10 portfolio introduction, and will disclose more details on the product at a later date. Stratix 10 FPGAs and SoCs provide the industry’s highest performance and highest levels of system integration, including:
        • More than four million logic elements (LEs) on a single die
        • 56-Gbps transceivers
        • More than 10-TeraFLOPs single-precision digital signal processing
        • A third-generation ultra-high-performance processor system
        • Multi-die 3D solutions capable of integrating SRAM, DRAM and ASICs
        Reinventing the Midrange with Arria 10 FPGAs and SoCs
        Arria 10 FPGAs and SoCs are the first device families to roll out as part of the Generation 10 portfolio. The device family sets a new bar for midrange programmable devices, delivering both the performance and capabilities of current high-end FPGAs at the lowest midrange power. Leveraging an enhanced architecture that is optimized for TSMC’s 20 nm process, Arria 10 FPGAs and SoCs deliver higher performance at up to 40 percent lower power compared to the previous device family.
        Arria 10 devices offer more features and capabilities than today’s current high-end FPGAs, at 15 percent higher performance. Reflecting the trend toward silicon convergence, Arria 10 FPGAs and SoCs offer the highest degree of system integration available in midrange devices, including 1.15 million LEs, integrated hard intellectual property and a second-generation processor system that features a 1.5 GHz dual-core ARM® Cortex™-A9 processor. Arria 10 FPGAs and SoCs also provide 4X greater bandwidth compared to the current generation, including 28-Gbps transceivers, and 3X higher system performance, including 2666 Mbps DDR4 support and up to 15-Gbps Hybrid Memory Cube support.
        Development Suite Delivers Breakthrough Productivity to Generation 10
        Generation 10 devices are supported by Altera’s Quartus II development software and tools for higher level design flows that include a software development kit for OpenCL™, a SoC Embedded Design Suite and DSP Builder tool. This leading-edge development tool suite enables design teams to maximize productivity while making it easier for new design teams to adopt Generation 10 FPGAs and SoCs in their next-generation systems. The Quartus II software will continue to deliver the industry’s fastest compile times by providing Generation 10 FPGAs and SoCs an 8X improvement in compile times versus the previous generation. The substantial reduction in compile times is the result of leading-edge software algorithms that take advantage of modern multi-core computing technologies.
        Availability
        Early access customers are currently using the Quartus II software for development of Arria 10 FPGA and SoCs. Initial samples of Arria 10 devices will be available in early 2014. Altera will have 14 nm Stratix 10 FPGA test chips in 2013 and Quartus II software support for Stratix 10 FPGAs and SoCs in 2014. For more information, visit www.altera.com/gen10, or contact your local Altera sales representative.

        Altera and TSMC Continue Long-Term Partnership [press release, Feb 25, 2013]

        Altera Corporation (NASDAQ: ALTR) and TSMC (TWSE: 2330, NYSE: TSM) today reaffirmed their commitment to a long-term partnership to set new milestones in FPGA innovation. TSMC is Altera’s primary foundry, supplying a wide array of processes to fulfill Altera’s product portfolio, including soon-to-be released 20 nm products, existing mainstream products, and long-lived legacy components.

        Altera is fully engaged with TSMC on developing products based on next-generation process technologies. Altera’s next major product family leverages TSMC’s cost-effective 20SoC process for optimal power and performance and will include several significant product and technology innovations for both companies. Altera will continue to leverage future TSMC process technologies in its tailored product portfolio for performance, bandwidth, and power efficiency needs across diverse end applications. 

        “Over the course of our 20-year collaboration, Altera and TSMC have achieved many industry milestones that have greatly benefitted both companies,” said John Daane, president, CEO and chairman of Altera. “TSMC remains an important part of our future product development. We look forward to continuing our close partnership to jointly develop technologies for next-generation products.”

        Morris Chang, TSMC’s chairman and CEO added,”The history of collaboration between Altera and TSMC has exemplified the way fabless and foundry have nurtured each other to become a powerful force in the semiconductor industry.  TSMC would not be where it is today without customers like Altera, and I firmly believe this partnership will continue to flourish.”

        Altera Demonstrates Industry’s First 32-Gbps Transceiver with Leading-Edge 20 nm Device [press release, April 8, 2013]

        Demonstration Highlights Latest Success in Altera’s 20 nm FPGA Early Access Program
        San Jose, Calif., April 8, 2013– Altera Corporation (NASDAQ: ALTR) today announced the company achieved another significant milestone in transceiver technology by demonstrating the industry’s first programmable device with 32-Gbps transceiver capabilities. The demonstration uses a 20 nm device based on TSMC’s 20SoC process technology. This achievement validates the performance capabilities of 20 nm silicon and is a positive indicator to the more than 500 customers in Altera’s early access program who are looking to use next-generation Altera devices in the development of performance demanding, bandwidth-centric applications. A demonstration video showing the industry’s first operational 20 nm transceiver technology operating at 32 Gbps is available for viewing on Altera’s website at www.altera.com/32gbps-20nm.
        Demonstrating 32-Gbps transceiver data rates provides Altera insight into how high-performance transceiver designs behave on TSMC’s 20SoC process. The transceiver technology Altera is demonstrating today will be integrated into its 20 nm FPGA products, fabricated on TSMC’s 20SoC process. These devices enable customers to design next-generation serial links with the lowest power consumption, fastest timing closure and the highest quality signal integrity. Altera has a proven track record in integrating leading-edge transceiver technology into its devices. Altera is the only company today shipping production 28 nm FPGAs with monolithically integrated low-power transceivers operating at 28 Gbps. Being the first FPGA vendor to reach the 32-Gbps milestone in 20 nm silicon further extends Altera’s leadership in transceiver technology.
        The demonstration video on Altera’s web site shows 20 nm transceivers operating at 32 Gbps with just over nine picoseconds of total jitter and extremely low random jitter of 240 femtoseconds. The results show good margin to key industry specifications requited for next-generation 100G systems.
        “Today’s news represents a significant milestone for the industry and for the transceiver development team at Altera,” said Vince Hu, vice president of product and corporate marketing at Altera. “These 20 nm devices contain the key IP components that will be included in our next-generation FPGAs and validating them now provides us confidence we will deliver to the market 20 nm FPGAs on schedule.”
        Altera’s next-generation transceiver innovations enable system developers to support the rapidly increasing amount of data that is being transmitted through the world’s networks. The transceivers in Altera’s next-generation devices will drive more bandwidth with lower power per channel versus the previous nodes and will support increasing port density by interfacing directly to 100G CPF2 optical modules.

        Altera and Micron Lead Industry with FPGA and Hybrid Memory Cube Interoperability [joint press release, Sept 4, 2013]

        Altera Corporation (NASDAQ: ALTR) and Micron Technology, Inc.(NASDAQ: MU) (“Micron”) today announced they have jointly demonstrated successful interoperability between Altera Stratix® V FPGAs and Micron’s Hybrid Memory Cube (HMC). This technology achievement enables system designers to evaluate today the benefits of HMC with FPGAs and SoCs for next-generation communications and high-performance computing designs. The demonstration provides an early proof point that production support of HMC will be delivered with Altera’s Generation 10 portfolio, in alignment with market timing, and includes both Stratix 10 and Arria 10 FPGAs and SoCs.
        HMC has been recognized by industry leaders and influencers as the long-awaited answer to address the limitations imposed by conventional memory technology, and provides ultra-high system performance with significantly lower power-per-bit. HMC delivers up to 15 times the bandwidth of a DDR3 module and uses 70 percent less energy and 90 percent less space than existing technologies. HMC’s abstracted memory allows designers to devote more time leveraging HMC’s revolutionary features and performance and less time navigating the multitude of memory parameters required to implement basic functions. It also manages error correction, resiliency, refresh, and other parameters exacerbated by memory process variation. Micron expects to begin sampling HMC later this year with volume production ramping in 2014.
        “As one of the founding developers of the HMC Consortium, Altera’s support for and involvement with HMC has been invaluable,” said Brian Shirley, vice president of DRAM solutions for Micron Technology. “The combination of Altera FPGAs with Micron’s HMC solution will help customers leverage the technology’s performance and efficiency in a wide range of next generation networking and computing applications.”
        Altera’s 28 nm Stratix V FPGAs are an ideal demonstration of HMC technology since they are the highest performance FPGAs in the industry with a two speed-grade advantage over the nearest competitor. This performance enables the FPGA to leverage the full bandwidth, efficiency and power benefits of HMC by using a full 16 transceiver HMC link.
        “By demonstrating Stratix V and HMC working together now, we are enabling our customers to leverage their current development with Stratix V FPGAs and prepare for production deployment in Altera’s Generation 10 devices, knowing they will have proven HMC support,” said Danny Biran, senior vice president of marketing and corporate strategy at Altera. “The partnership between Altera and Micron to deliver this capability puts our customers at the forefront of innovation.”
        Altera’s Generation 10 Devices Deliver Performance
        Arria 10 FPGAs and SoCs are the first device families in the Generation 10 portfolio and will be the first devices to support HMC technology in volume production. Leveraging an enhanced architecture optimized for TSMC’s 20 nm process, Arria 10 FPGAs and SoCs will use HMC to extend the benefits by providing both 15 percent higher core performance than today’s highest performance Stratix V FPGAs and up to 40 percent lower power compared to the lowest power Arria V midrange FPGAs. Arria 10 FPGAs and SoCs will offer up to 96 transceiver channels, enabling customers to take full advantage of the bandwidth that HMC has to offer.
        Stratix 10 FPGAs and SoCs will enable the most advanced, highest performance applications across communications, military, broadcast and compute and storage markets. These high-performance applications often require the highest memory bandwidth, which drives the need for an HMC-ready architecture. Leveraging Intel’s 14 nm Tri-Gate process and an enhanced high-performance architecture that integrates with HMC technology, Stratix 10 FPGAs and SoCs will enable system solutions with an operating frequency over one gigahertz, and two times the core performance of current high-end 28 nm FPGAs. Stratix 10 devices will also allow customers to achieve up to a 70 percent reduction in power consumption at performance levels equivalent to the previous generation.


        4. OpenCL for FPGAs

        Altera SDK for OpenCL is First in Industry to Achieve Khronos Conformance for FPGAs [press release, Oct 16, 2013]

        Altera Passes OpenCL Conformance with High-Performance Stratix V FPGA and Demonstrates SDK for OpenCL on ARM-based Cyclone V SoCs
        San Jose, Calif., October 16, 2013Altera Corporation (NASDAQ: ALTR) today announced its SDK for OpenCL is conformant to the OpenCL 1.0 standard and is now included on the Khronos Group list of OpenCL conformant products. Altera is the only company to offer an FPGA-optimized OpenCL solution, allowing software developers to harness the massively parallel architecture of an FPGA for system acceleration. Altera will demonstrate its OpenCL solutions at the 2013 Linley Processor Conference, being held October 16-17 in Santa Clara, Calif.
        Achieving conformance allows Altera to provide a validated cross-platform programming environment that can be used to dramatically accelerate algorithms at significantly lower power versus alternative computer hardware architectures. To become conformant, Altera successfully completed more than 8500 conformance tests using its SDK for OpenCL, targeting a high-performance Stratix® V FPGA. The tests involved continuously running a Stratix V FPGA accelerator card in a server farm resulting in zero errors.
        “Our continued investment in OpenCL is enabling Altera to drive the industry toward using FPGAs for acceleration of computationally-intensive applications,” said Alex Grbic, director of software, IP and DSP marketing at Altera. “Our SDK for OpenCL is used by some of the world’s leading developers of high-performance computing systems. These developers require Khronos group OpenCL conformance and Altera is the only FPGA vendor to achieve it, proving the readiness of our solution.”
        Software developers can easily take advantage of the high-performance, low-power that FPGAs offer. Altera’s SDK for OpenCL provides an industry-standard open source programming interface and Altera’s Preferred Board Partner Program for OpenCL provides off-the-shelf FPGA boards that are optimized for Altera devices. A list of preferred board partners, as well as a variety of design examples that demonstrate the advantages of using FPGAs in high-performance systems, can be found at www.altera.com/opencl.
        OpenCL Ray Tracer Demonstration Targeting Single-chip SoCs
        In addition to support for its high-performance Stratix V FPGAs, Altera developed its SDK for OpenCL to support its low-power, low-cost Cyclone® V SoCs, which integrates an ARM® Cortex®-A9 processor into a 28 nm FPGA. Altera recently used its SDK for OpenCL to develop and demonstrate a complete heterogeneous system using a Cyclone V SoC. The demonstration shows how a ray tracing algorithm used to render 3D graphics can be accelerated using the Altera SDK for OpenCL and a Cyclone V SoC – achieving a speed up of 40X in comparison to running the same algorithm purely on a discrete ARM processor system. For software developers unfamiliar with hardware design languages, no hardware expertise is required to implement the OpenCL kernels.
        Altera SDK for OpenCL at Linley Processor Conference
        Altera will demonstrate its OpenCL solutions at the 2013 Linley Tech Processor Conference, being held October 16-17 in Santa Clara, Calif. Altera’s participation includes a presentation titled “Implementing Deep Packet Inspection Using OpenCL Channels” that will show how to express a DPI application using OpenCL with Altera FPGAs. Altera will also  demonstrate its SDK for OpenCL solutions to attendees.
        Pricing and Availability
        The Altera SDK for OpenCL is currently available for download on Altera’s website or through the purchase of an Altera Preferred Partner OpenCL board. The annual software subscription for the SDK for OpenCL is $995. For additional information please visit the OpenCL section on Altera’s website.

        LEAP 2013 : Developing High-Performance Low-Power Solutions using FPGAs and OpenCL by Craig Davis — Altera Corporation [LEAPconf YouTube channel, recorded on May 21, 2013, published on Sept 12, 2013]

        Using OpenCL and Altera FPGAs can offer significantly higher performance and lower power consumption than alternate hardware architectures such as: CPUs, GPUs and DSPs. The heterogeneous computing architecture offered by x86 processor and FPGA in server based systems and Altera SoC devices (low-power FPGA and ARM Cortex A9 hard processors) are perfect platforms for developing with an OpenCL flow. This article outlines the development flow and the benefits of OpenCL for FPGAs and will show an application example to demonstrate this. Speaker Bio: Craig Davis joined Altera’s European marketing team in 2003. While at Altera, Mr Davis has been responsible for the technical marketing of company’s high-performance Stratix FPGAs. Currently, Mr Davis is also the market development manager for the European Computer & Storage market. Mr Davis has over eighteen years of experience in the electronics industry within design, applications, and product management roles, including systems design with embedded processors and programmable logic. Mr Davis holds a Masters degree in Electronic Engineering from Southampton University

        From presentation slides (PDF) I will copy here the following ones:

        image

        image

        Programming Models

        FPGA programming model: RTL
         Involves state machines, datapaths, arbitration, buffering, and others 
        Processor programming model: C/C++
         Typically sequential, involves subroutines and functions
        Need a programming model that represents a heterogeneous system (CPU + FPGA)
         A processor with hardware accelerators
         A configurable multicore device 
        The goal
         An ideal single hardware and software design environment

        image

        image

        More information: Implementing FPGA Design with the OpenCL Standard (v. 2.0 Altera whitepaper, November 2012]

        Unified Heterogeneous Programmability of OpenCL [alteracorp YouTube channel, Nov 5, 2012]

        Watch how OpenCL provides a unified platform for heterogeneous computing. In this demo, we retarget NVIDIA code written for a GPU to a Stratix V FPGA. Read more: http://bit.ly/U4tIgR

        Altera Opens the World of FPGAs to Software Programmers with Broad Availability of SDK and Off-the-Shelf Boards for OpenCL [press release, May 6, 2013]

        Altera SDK for OpenCL Combined with an Ecosystem of Development Boards Delivers Power-efficient, High-performance Solution for Heterogeneous Computing
        Altera Corporation (NASDAQ: ALTR) today announced the broad availability of its SDK for OpenCL and supported third-party production boards. Availability of the SDK for OpenCL enables software programmers to access the high-performance capabilities of programmable logic devices. Also part of today’s news, Altera announced a Preferred Board Partner Program, allowing third-party board vendors to work closely with Altera to design optimized production boards based on Altera’s programmable devices. The availability of supported third-party boards through the Preferred Board Partner Program and an SDK for OpenCL enables software programmers to easily target high-performance FPGAs using a high-level language.
        Altera’s SDK for OpenCL allows software programmers to take their OpenCL code and easily exploit the massively parallel architecture of an FPGA. Software programmers targeting FPGAs achieve higher performance at significantly lower power compared to alternative hardware architectures.
        “Because FPGAs enable parallel processing, they are critical for specialized server workloads that demand real-time performance. We are pleased that our clients are now able to take full advantage of this technology on Power Systems using Altera’s SDK for OpenCL,” said Robert L. Swann, vice president, IBM Power Systems. “With this standards-based approach, our clients can leverage a vibrant ecosystem of commercial and research contributions to accelerate emerging compute intensive workloads.”
        The SDK for OpenCL is designed to increase system performance in highly data-parallel computing applications featured in financial, military, broadcast, medical and a variety of other markets. Altera’s OpenCL solutions are supported by a robust ecosystem consisting of board partners, design partners, software tools and university collaboration. Altera and its partners provide the tools, hardware, libraries, reference designs and design resources necessary for developers to implement their OpenCL designs into FPGAs and reduce time-to-market.
        The Altera Preferred Board Partner Program for OpenCL ensures third-party production boards are optimized for current Altera device architectures. Initial preferred board partners included in the program are BittWare, Nallatech and PLDA, with additional board partners to be added in the future.
        “For years, Altera and BittWare have partnered to deliver timely high-end signal processing board-level solutions that significantly reduce technology risk for our mutual customers,” said Darren Taylor, senior vice president of sales and marketing at BittWare. “Leveraging the latest hardware technology from Altera, which now includes an SDK for OpenCL, we are able to dramatically reduce the complexity for applications in the computing, financial and military markets.”
        “An OpenCL implementation provides an ideal fit for Nallatech’s hardware-accelerated computing solutions,” said Allan Cantle, president and founder of Nallatech. “We simplify the deployment of FPGAs in heterogeneous platforms via direct purchase of our cards or pre-integrated in leading vendors’ high density servers and blades. Customers developing high-performance computing applications using Altera’s SDK for OpenCL will benefit from a dramatic increase in performance per watt, per dollar over traditional computing architectures.”
        “PLDA has a successful track record of supporting Altera’s customers with their high-performance applications,” said Stephane Hauradou, vice president and CTO of PLDA. “The SDK for OpenCL will open up a significantly broader group of software developers who can now fully leverage Altera’s leading-edge solutions.”
        Pricing and Availability
        The Altera SDK for OpenCL is currently available for download on Altera’s website. The annual software subscription for the SDK for OpenCL is $995 for a node-locked PC license. For additional information about the Altera Preferred Board Partner Program for OpenCL and its partner members, or to see a list of all supported boards and links to purchase, visit the OpenCL section on Altera’s website.

        Altera Announces Industry’s First FPGA Support for OpenCL – Eases the Adoption of FPGAs for Accelerating Heterogeneous Systems [press release, Nov 5, 2012]

        Software Development Kit for OpenCL Enables Developers to Take Advantage of the Performance and Power-efficiencies of FPGAs
        Altera Corporation (Nasdaq: ALTR) today announced the FPGA industry’s first Software Development Kit (SDK) for OpenCL™ (Open Computing Language) which combines the massively parallel architecture of an FPGA with the OpenCL parallel programming model. The SDK allows system developers and programmers familiar with C to quickly and easily develop high-performance, power-efficient FPGA-based applications in a high-level language. The Altera SDK for OpenCL enables FPGAs to work in concert with the host processor to accelerate parallel computation, at a fraction of the power compared to hardware alternatives. Altera will demonstrate the performance and productivity benefits of OpenCL for FPGAs at SuperComputing 2012 in booth #430.
        “The industry’s approach for boosting system performance has evolved over time from increasing frequency in single-core CPUs, to using multi-core CPUs, to using parallel processor arrays,” said Vince Hu, vice president of product and corporate marketing at Altera. “This evolution leads us to today’s modern FPGAs, which are fine-grained, massively parallel digital logic arrays architected to execute computations in parallel. Our SDK for OpenCL enables customers to easily adopt FPGAs and leverage the performance and power benefits the devices provide.”
        Altera SDK for OpenCL Design Flow
        OpenCL is an open, royalty-free standard for cross-platform, parallel programming of hardware accelerators, including CPUs, GPGPUs and FPGAs.  The Altera SDK for OpenCL offers a unified, high-level design flow for hardware and software development that automates the time-consuming tasks required in typical hardware-design language (HDL) flows. The OpenCL tool flow automatically converts OpenCL kernel functions into custom FPGA hardware accelerators, adds interface IPs, builds interconnect logic and generates the FPGA programming file. The SDK includes libraries that link to OpenCL API calls within a host program running on the CPU. By automatically handling these steps, designers are able to focus their development efforts on defining and iterating their algorithms rather than designing hardware.
        The portability of the OpenCL code enables users to migrate their designs to different FPGAs or SoC FPGAs as their application requirements evolve. With SoC FPGAs, the CPU host is embedded into the FPGA, providing a single-chip solution that delivers significantly higher bandwidth and lower latency between the CPU host and the FPGA compared to using two discrete devices.
        Using FPGAs to Extract Maximum Parallelism in Heterogeneous Platforms
        The Altera SDK for OpenCL enables programmers to leverage the massively parallel, fine-grained architectures featured in FPGAs to accelerate parallel computation. Unlike CPUs and GPGPUs, where parallel threads are executed across an array of cores, FPGAs allow kernel functions to be transformed into dedicated, deeply pipelined hardware circuits that are multithreaded using the concept of pipeline parallelism. Each of these pipelines can be replicated many times to provide even more parallelism by allowing multiple threads to execute in parallel. The result is an FPGA-based solution that can deliver >5X performance/Watt compared to alternative hardware implementations.
        Altera is working with several board partners to deliver COTS board solutions to customers. Currently, boards from BittWare and Nallatech are designed to support Altera OpenCL. Additional third-party boards will be supported with future releases of the SDK.
        Altera has performed a variety of benchmarks that show the productivity savings and the performance and power efficiency gained by using an OpenCL framework for FPGA development. Based on early benchmarks and working with customers in a variety of markets, the SDK shaved months off one customer’s development time for their video processing application and boosted performance by 9X versus a CPU in another customer’s financial application.
        Availability
        The Altera SDK for OpenCL is production ready and is available to customers through an early access program. To discover the high performance, power-efficient acceleration that OpenCL provides with FPGAs, contact a local Altera sales representative. For additional information regarding OpenCL and the benefits of targeting FPGA through an OpenCL implementation, visithttp://www.altera.com/products/software/opencl/opencl-index.html.

        OpenCL for Altera FPGAs: Accelerating Performance and Design Productivity [Altera, Nov 5, 2012]

        Combining the Open Computing Language (OpenCL™) programming model with Altera’s massively parallel FPGA architecture provides a powerful solution for system acceleration. The Altera® SDK for OpenCL* provides a design environment for you to easily implement OpenCL applications on FPGAs.

        Benefits of OpenCL on FPGAs

        Software Developer

        As a software developer, how can you benefit from OpenCL on FPGAs?

        As the “power wall” continues to prevent higher frequencies to be achieved in processors, multi-core processors have become the norm. This has opened the door for parallel processing techniques and thus FPGAs, which are inherently parallel, to start playing a bigger role in the embedded systems world.

        The approaches to finding parallelism can be a different way of thinking for some software programmers, where FPGA designers tend to naturally think this way. You can take the scatter-gather approach for data parallelism, sending input data to the appropriate parallel resources and combining the results later, or the divide and conquer method for task parallelism, where you decompose the problem into sub problems and run them on the appropriate resources.

        Using OpenCL, you continue to develop your code in the familiar C programming language but target certain functions as OpenCL kernels using the additional OpenCL constructs. Then these kernels can be sent to the available system resources, such as an FPGA, without having to learn the low level Hardware Description Language (HDL) coding practices of FPGA designers.

        • HDL coding is the equivalent to coding in assembly to software developers. OpenCL keeps you in a higher level coding language that you are already familiar with, C, with some new OpenCL construct.
        • Profile your code and determine the performance intensive inner loop functions that make sense to hardware accelerate as kernels in an FPGA.
        • It’s about performance per watt. You’re balancing high performance with a power-efficient solution in an FPGA.
        • With the FPGAs fine-grain parallelism architecture, the Altera SDK for OpenCL generates only the logic you need to deliver with as low as 1/5 of the power of other hardware alternatives.
        • Kernels can target FPGAs, CPUs, GPUs, and DSPs seamlessly to produce a truly heterogamous system.

        FPGA Developer

        As an Embedded or DSP Designer, how can you benefit from OpenCL on FPGAs?

        • Achieve significantly faster time to market compared to the traditional FPGA design flow.
        • Describe your algorithms using the OpenCL C (based on ANSI C) parallel programming language instead of the traditional low-level HDL.
        • Perform design exploration quickly by staying at a higher level of design abstraction.
        • Obsolescence-proof your designs as you can retarget your OpenCL C code to current and future FPGAs.
        • Obsolescence-proof your designs as you can retarget your OpenCL C code to current and future FPGAs.
        • Generate an FPGA implementation of your OpenCL C code in a single step, bypassing the manual timing closure efforts and implementation of communication interfaces between the FPGA, host, and external memories.

        The growing need for higher performance and faster time to market through parallel programming in software is seen in many markets, including the Computer & Storage, Military, Medical, and Broadcast markets.

        Next Steps
        • Buy a board from one of our preferred partners
        • Download the Altera SDK for OpenCL
        • Take an OpenCL training course
        • Register for updates on Altera’s OpenCL solution for FPGAs

        White Papers

        Computer and Storage [Altera, Nov 5, 2012]

        Computer and storage technology is evolving rapidly. Today, cloud computing is enabling the consolidation of traditional IT functions with entirely new capabilities. For example, many large-scale data centers are now providing traditional IT services along with new data analytics services.

        Hence, these large-scale data centers require highly efficient server and storage systems. Traditional CPU technology limits performance, as the use of frequency scaling as a way to increase performance has ended. The end of frequency scaling has caused a shift to multicore processing. However, multicore processing has diminishing returns in terms of increasing true application performance due to limits in I/O and memory bandwidth.

        Altera® FPGAs can be used to accelerate the performance of large-scale data systems. Altera FPGAs enable higher speed data processing by providing customized high-bandwidth, low-latency connections to network and storage systems. In addition, Altera FPGAs provide compression, data filtering, and algorithmic acceleration.

        With the Altera SDK for OpenCLTM, you can now rapidly develop acceleration solutions for computer and storage systems. The Altera SDK for OpenCL enables even software developers to easily design with FPGAs by allowing them to utilize a high-level programming language for developing acceleration functions.

        OpenCL and the OpenCL logo are trademarks of Apple Inc. used by permission by Khronos.

        OpenCL for Military [Altera, Oct 10, 2013]

        Radar backend processing is a compute-intensive operation using various algorithms such as a FIR filter, which utilize custom pipeline parallelism. Increased performance is achieved by off loading from the host processor onto an FPGA.

        Custom processors can be created using the OpenCL™ toolflow that are more efficient than multicore CPUs or GPUs both in computational capability and power requirements.

        Figure 1: Radar Back-End Processing Alternatives Using OpenCL

        image

        For more information regarding Altera’s OpenCL for Military, please contact us at mil@altera.com.

        Medical: Hardware Acceleration with OpenCL [Altera, Feb 16, 2013]

        Ultrasound, X-ray, CT, and PET applications all require intensive back-end compute operations for algorithms such as fast Fourier transform (FFT) using custom pipeline parallelism. Increased algorithm performance is achieved by off loading from the host processor onto an FPGA.

        Custom processors created using the OpenCL™ toolflow are more efficient than multicore CPUs or GPUs, both in computational capability and power requirements.

        image

        Related Links

        Broadcast: Advanced Systems Development Kit [Altera, Oct 25, 2012]

        The Advanced Systems Development Kit is a platform that can pack multi-channel 4K video ingest, processing, and streaming into a server-ready board. It features industry-leading PCIe gen3x16 interface, plus over 1 million FPGA Logic Elements to handle the toughest video processing algorithms, matched by over 1500Gbps of external memory bandwidth – enough to tackle 4 channels of 4K UHDTV video streams. This platform provides an order of magnitude improvement in existing development kit hardware capabilities; in addition to innovations in the soft content and business model that come together to significantly accelerate end-product deployment.

        Figure 1: Altera’s Advanced Systems Development Kit

        image

        Typical development kits are intended for lab-use only, because they lack the on-board resources to develop the entire end product. It is common for engineers to design their own board and software from scratch – until now. The Advanced Systems Development Kit breaks through all those barriers and significantly shortens your design cycle in many ways, including:

        • A complete OmniTek BSP (board support package) for video applications, with firmware, and Windows and Linux drivers
        • An evaluation design featuring OmniTek’s PCI Express DMA engine that efficiently streams multiple channels of videos between I/O and host memory
        • A flexible front-panel FMC I/O expansion connector, allowing for connectivity to popular standards such as SFP+, fiber, QSFP, gigabit Ethernet, etc.
        • Dual Stratix V FPGAs to integrate functions such as multi-channel format conversions, video codecs, ingest/playout connectivity, etc.
        • Over 1500Gbps of external memory bandwidth – enough to handle multiple 4k channels
        • PCIe gen3x16 to handle even the most demanding video streaming and acceleration
        • PCIe form-factor compliant for use in both custom-built chassis and commercial off-the-shelf (COTS) servers
        • Licensable full manufacturing rights to the board design, which enables you to easily make cost-optimizations and derivatives for rapid deployment of your products.

        The Advanced Systems Development Kit resolves common broadcast challenges related to:

        • Increased channel density
        • 4K and beyond-HD resolutions
        • High frame rate applications
        • The fine balance between future-proofing and cost-efficiency

        A rich partner ecosystem significantly accelerates and simplifies system-level advanced development. For example, Embrionix’s emSFP modules convert SDI to a number of physical layer standards, allowing you to rapidly release products and still future-proof the hardware with a simple upgrade of the emSFP. This provides a new level of flexibility for manufacturers. The combination of capabilities and physical design positions this platform perfectly for the convergence of broadcast and IT technologies.

        Figure 2: Embrionix’s embedded SFP modules for high-density video connectivity

        image

        Altera’s OpenCL Toolflow

        In addition to accelerating hardware designs, the Advanced Systems Development Kit will also support Altera’s unique OpenCL™ toolflow to elevate software productivity. OpenCL enables viable software implementations of complex video algorithms, and dramatically lowers the cost of the end product. Examples of broadcast applications include:

        • Acquisition: Real-time debayering of raw camera data, scaling for multiviewers, etc.
        • Post-production: Color grading, motion estimation, special effects rendering, etc.
        • Distribution: 3D/temporal noise reduction, H.264 compression, etc.
        • Consumption: JPEG2000 decoding for 4K digital cinema playout, block artifact reduction filters, etc.

        The OpenCL toolflow leverages parallel processing on the underlying hardware, and achieves an order of magnitude performance improvement compared to sequential CPU processing. Furthermore, running OpenCL on the Advanced Systems Development Kit gives you several unique advantages including:

        • The best performance per watt consumed, so you enjoy OpenCL’s benefits without power and heat issues from GPUs
        • The ability to assimilate, manipulate, and transport multichannel video on a single board
        • The highest level of integration to achieve maximum channel density for your end product

        OpenCL and the OpenCL logo are trademarks of Apple Inc. used by permission by Khronos.

        Related Links

        EEVblog #496 – What Is An FPGA? [EEVblog YouTube channel, July 19, 2013]

        What is an FPGA, and how does it compare to a microcontroller? A basic introduction to what Field Programmable Gate Arrays are and how they work, and the advantages and disadvantages. FPGA Stuff in Dave’s Amazon store: http://bit.ly/1ayoNiV FPGA Implementation Tutorial: http://www.youtube.com/watch?v=7AFGcAyK7kE Forum: http://www.eevblog.com/forum/blog/eevblog-496-what-is-an-fpga/ EEVblog Main Web Site: http://www.eevblog.com EEVblog Amazon Store: http://astore.amazon.com/eevblogstore-20 Donations: http://www.eevblog.com/donations/ Projects: http://www.eevblog.com/projects/ Electronics Info Wiki: http://www.eevblog.com/wiki/


        5. Altera SoC FPGAs

        It goes back to Altera SoC FPGAs – ARM TechCon 2011 [ARMflix YouTube channel, Oct 25, 2011]

        Chris Balough of Altera gives us details on the recently announced SoC FPGA offerings – Arria V and Cyclone V – at ARM TechCon 2011.

        with current state as Altera showcases Soc devices at Embedded world [embeddednewstv YouTube channel, Oct 21, 2013]

        Find out what key SoC device demonstrations Altera hosted at embedded world and learn about the ARM DS-5 Altera edition debugger.

        Generation 10 FPGAs and SoCs [Altera, May 16, 2013]

        Altera’s Generation 10 FPGAs and SoCs optimize process technology and architecture to deliver the industry’s highest performance and highest levels of system integration at the lowest power. Initial Generation 10 families include Stratix® 10 and Arria® 10 FPGAs and SoCs with embedded processors.

        Read the White paper: Expect a Breakthrough Advantage in Next-Generation FPGAs (PDF) [June 2013]

        image

        Read the White paper: Meeting the Performance and Power Imperative of the Zettabyte Era with Generation 10 (PDF) [June 2013]
        Watch the video: Arria 10 FPGAs and SoCs — Reinventing the Midrange [June 2013]
        Read the White paper: The Breakthrough Advantage for FPGAs with Tri-Gate Technology (PDF)  [June 2013]

        image

        Generation 10 FPGAs and SoCs are supported by a leading-edge suite of development tools delivering:

        1. 8x improvements in compile times
        2. Higher level design flows that support hardware and software designers 

        Stratix 10 FPGAs and SoCs [Altera, June 10, 2013]

        Stratix® 10 FPGAs and SoCs offer breakthrough advantages in bandwidth and system integration, including the next-generation hard processor system (HPS), to deliver the industry’s highest performance and most power- efficient FPGAs and SoCs. Stratix 10 devices are manufactured on the revolutionary Intel 14 nm 3D Tri-Gate transistor technology, which delivers breakthrough levels of performance and power efficiencies that were previously unimaginable. When coupled with 64 bit quad-core ARM® CortexTM-A53 processors and advanced heterogeneous development and debug tools such as the Altera® SDK for OpenCLTM and SoC Embedded Design Suite (EDS), Stratix 10 devices offer the industry’s most versatile heterogeneous computing platform.

        White paper: The Breakthrough Advantage for FPGAs with Tri-Gate Technology pdf icon [June 2013]

        Industry’s First Gigahertz FPGAs and SoCs

        • New ultra-high performance FPGA architecture
        • 2x the core performance of prior generation high-end FPGAs
        • >10 TFLOPs of single-precision floating-point DSP performance
        • >4x processor data throughput of prior-generation SoCs

        Break the Bandwidth Barrier with Unimaginable High-Speed Interface Rates

        • 4x serial transceiver bandwidth from previous generation FPGAs for high port count designs
          • 28 Gbps backplane capability for versatile data switching applications
          • 56 Gbps chip-to-chip/module capability for leading edge interface standards
        • Over 2.5 Tbps bandwidth for serial memory with support for Hybrid Memory Cube
        • Over 1.3 Tbps bandwidth for parallel memory interfaces with support for DDR4 at 3200 Mbps

        Lower Capital Expenditures (CapEx)

        • Largest monolithic FPGA device with >4M logic elements offer an unprecedented level of integration capability
        • Heterogeneous multi-die 3D solutions including SRAM, DRAM, and ASICs
        • Next-generation HPS

        Lower Operating Expenses (OpEX)

        • Leveraging Intel’s leadership in process technology, Stratix 10 FPGAs offer the most power-efficient technologies
          • 70% lower power than prior generation high-end FPGAs and SoCs
          • 100 GFlops/Watt of single-pecision floating point efficiency
        • Integrated host processor for operation, administration, and maintenance minimizes system down time

        Versatile Heterogeneous Computing for Performance and Power-Efficient SoC Design

        • 64 bit quad-core ARM Cortex-A53 processor optimized for ultra-high performance per watt
        • Heterogeneous C-based modeling and hardware design with Altera SDK for OpenCL
        • Heterogeneous debug, profiling, and whole chip visualization with Altera SoC EDS featuring ARM Development Suite™ (DS-5™) Altera Edition Toolkit

        Reduce Time-to-Market

        • Fastest compile times in the industry
        • C-based design entry using the Altera SDK for OpenCL, offering a design environment that is easy to implement on FPGAs
        • Start developing with Arria 10 devices and then migrate to footprint-compatible Stratix 10 devices
        • Complementary Enpirion PowerSoCs will offer customers higher performance, lower system power, higher reliability, smaller footprint, and faster time-to-market to power Stratix 10 FPGAs and SoCs

        Altera to Build Next-Generation, High-Performance FPGAs on Intel’s 14nm Tri-Gate Technology

        Table 1. Stratix 10 Family Variantsimage

        Stratix 10 FPGAs and SoC family is ideal to meet your high-performance, high-bandwidth, and low power requirements in the communication infrastructure, cloud computing and data centers, high-performance computing, military, broadcast, test and measurement, and other applications.

        Related Links

        Arria 10 SoC [Altera, June 10, 2013]

        Arria 10 SoCs: Reinventing the Midrange

        The 20 nm Arria® 10 ARM-based SoCs deliver optimal performance, power efficiency, small form factor, and low cost for midrange applications. Arria 10 SoCs, based on TSMC’s 20 nm process technology, combine a dual-core ARM® Cortex™-A9 MPCore™ hard processor system (HPS) with industry-leading programmable logic technology. Arria 10 SoCs offer a processor with a rich feature set of embedded peripherals, variable-precision digital signal processing (DSP) blocks, embedded high-speed transceivers, hard memory controllers, and protocol IP controllers – all in a single highly integrated package.

        Arria 10 SoCs: Across-the Board Improvements

        Arria 10 SoCs combine architectural innovations with TSMC’s 20 nm process technology to deliver improvements in performance and power reduction:

        • 87% higher processor performance with up to 1.5 GHz CPU operation per core
        • 60% higher performance versus the previous generation, over 500 MHz-capable core performance (15% higher performance than previous SoC)
        • 4X more transceiver bandwidth versus the previous generation (2X more bandwidth versus previous high-end FPGAs)
        • 4X higher system performance (2666 Mbps DDR4, Hybrid Memory Cube support)
        • More than 3300 18×19 multipliers implemented on variable-precision DSP
        • 40% lower power with process technology improvement and innovative techniques for power reduction

        Table 1. Arria SoC Feature Comparisonimage

        Note: See full list of memory devices supported

        Designed for Productivity

        Design productivity is one of the driving philosophies of the Arria 10 SoC architecture. Arria 10 SoC offer full software compatibility with previous generation SoCs, a broad ecosystem of ARM software and tools, and the enhanced FPGA and DSP hardware design flow.

        • Extensive ecosystem of ARM for software development
        • Full software compatibility between 28 nm Cyclone V and Arria V SoCs and Arria 10 SoCs
        • Quartus® II FPGA Design Suite featuring:
          • High-level automated design flow with OpenCL™ compiler from Altera
          • Model-based DSP hardware design with Altera DSP Builder

        Target Markets

        image

        Arria 10 SoCs have been designed to meet the performance, power, and cost requirements for applications such as:

        • Wireless infrastructure equipment including remote radio unit and mobile backhaul
        • Compute and storage equipment including flash cache, cloud computing, and acceleration
        • Broadcast studio and distribution equipment including professional A/V and video conferencing
        • Military guidance, control and intelligence equipment
        • Wireline 100G line cards, bridges and aggregation, 40G GPON
        • Test and measurement equipment
        • Diagnostic medical imaging equipment

        Related Links

        Superphones turning point: segment satured with Tier 1 globals while the Chinese locals are at less than 40% of the Samsung price

        OR Samsung is leapfrogging Apple while the Chinese local brands are coming close to Samsung but at less than 40% price. Meanwhile the superphone segment of the market becomes saturated.

        This is even more important as coinciding with:
        Eight-core MT6592 for superphones and big.LITTLE MT8135 for tablets implemented in 28nm HKMG are coming from MediaTek to further disrupt the operations of Qualcomm and Samsung [‘Experiencing the cloud’, July 20-29, 2013]
        GiONEE (金立), the emerging global competitor on the smartphone market [‘Experiencing the cloud’, July 22, 2013]
        Xiaomi, OPPO and Meizu–top Chinese brands of smartphone innovation [‘Experiencing the cloud’, Aug 1, 2013]
        UPDATE Aug’13: Xiaomi $130 Hongmi superphone END MediaTek MT6589 quad-core Cortex-A7 SoC with HSPA+ and TD-SCDMA is available for Android smartphones and tablets of Q1 delivery [‘Experiencing the Cloud’, Dec 12, 2012; Aug 1, 2013]

        Now the following things are coming in addition to that:

        1. [Samsung is] Leapfrogging Apple while regaining only some high-end SoC supply to it
        2. Chinese local brands are coming close to Samsung but at less than 40% price
        3. The superphone segment of the market becomes saturated
        4. Previous (pre-saturation) milestones according to Samsung

        This will be the organization of the ‘DETAILS for the assesment of upcoming changes’ part of this post.

        To appreciate the real significance of the sudden change characterized above let’s first get acquainted with the current state of the lead market as described in China Report: Device and App Trends in the #1 Mobile Market [by Mary Ellen Gordon on Flurry Blog, July 23, 2013]

        Smartphones and tablets have gone from being the latest gadgets for relatively affluent people in relatively affluent countries to ubiquitous devices in mainstream use in many countries around the world. In fact, as we reported in February of this year China surpassed the US to become the country with the largest installed base of connected devices as measured by Flurry Analytics. As we also reported, a second wave of countries around the world is now experiencing the type of growth mobile pioneer countries experienced previously. For example, the mobile markets in the BRIC countries are now all growing faster than the mobile markets in the U.S., U.K., and South Korea.
        Knowing that the landscape is constantly shifting, we are beginning a series of blog posts reporting on the use of smartphones, tablets, and apps in particular countries and geographic regions around the world. Given China’s world-leading installed base and considering the China Joy conference (China’s largest digital conference) is this week we thought we would begin there.
        In June of this year Flurry Analytics measured 261,333,271 active smartphones and tablets in China. That represented a whopping 24% of the entire worldwide connected device installed base measured by Flurry. The chart below documents the growth in the installed base. The left axis and blue line show China’s growth over the years. The right axis and red line show growth in the world as a whole (including China) a basis of comparison. As can be seen from the gap between the two lines growing through 2010 and much of 2011, growth in smartphones and tablets in China lagged the world as a whole through that period. But starting toward the end of 2011, the installed base in China began a period of exponential growth. During this period it surpassed the growth rate for the world as a whole, as shown by the blue line catching the red line in the graph. We expect China to maintain its leadership (in terms of active installed base) for the foreseeable future because device penetration rate is still relatively low and much opportunity remains, as we reported in a previous post.

        image

        Xiaomi Is A Local Manufacturer To Watch
        Examining a random sample of 18,310 of the devices in our system in China that run iOS or Android apps revealed that Apple and Samsung are the top two device manufacturers, as they are most everywhere. China’s own Xiaomi was a strong third, with a 6% share of the market, ahead of HTC, Lenovo and a multitude of others. As we noted in a previous post, Xiaomi has been successful in accumulating a large number of active users for each device model it releases. Worldwide, only Apple, Amazon, and Samsung have more active users for each device model released.

        image

        It will be interesting to see if Xiaomi can continue to gain share in China – possibly by mopping up share from smaller manufacturers of Android devices – and also if they can begin making gains in other markets outside of China to become more of a global player. With rumors of a Xiaomi tablet circulating, we will also be watching to see if their entry into the tablet market will increase the use of Android tablets in China. Currently 21% of the iOS devices in our randomly drawn sample were tablets compared to only 4% of the Android devices.
        Chinese Users Over Index in Reading, Utility, Productivity
        In looking at how Chinese people use their connected devices we see similarities and differences compared to the rest of the world. As a general rule worldwide, games dominate time spent in apps measured by Flurry Analytics, and China is no exception. On average, Chinese owners of iOS devices spent 47% of their app in games. The percentage of app time devoted to games was even greater for Android at 56%.

        image

        Smartphones and tablets are not just about fun and games in China. Compared to iOS device owners elsewhere, the average time Chinese owners spend using Books, Newsstand, Utility, and Productivity apps is greater than the rest of the world (1.8x, 1.7x, 2.3x, and 2.1x respectively). On average Chinese owners of Android devices spend more than seven times as much time in Finance apps (7.4x) than Android owners elsewhere spend in Finance apps, but they also spend more time in Entertainment apps (1.7x).

        image

        Will China’s Exponential Growth Change The Device And App Markets?
        It will be interesting to see how China now having leadership in terms of its installed base will impact the device and app markets elsewhere. Given Xiaomi’s success at building a large number of users for each model it releases, it might try to add further scale by expanding internationally – particularly to the other rapidly-growing BRIC markets where brand preferences are not already well-entrenched.
        Within China itself, Chinese competitors may have an even greater advantage in the app market since cultural influences and differences are likely to be even more important in the app market than in the device market. There are already strong Chinese app companies such as Baidu and Tencent and clusters of app developers emerging in places like Chengdu. At first they are likely to concentrate on apps for the large local market, but that may eventually lead to growing app exports. For example, the fact that Chinese consumers over-index on some more work and educational-oriented apps may encourage Chinese developers to focus on those areas and innovate, and that could lead to creation of apps that end up being adopted elsewhere in the world. We’re looking forward to discovering what app is to China what Angry Birds was to Finland.

        And it is also important to understand that as far as the current situation is concerned Samsung’s China magic upstages Apple [Reuters TV, July 25, 2013]

        Tim Cook may be scratching his head over slumping China sales, but smartphone competitor Samsung is raking in the cash. Here’s how the South Korean tech giant is doing it.

        Insight: How Samsung is beating Apple in China [Reuters, July 26, 2013]

        Apple Chief Executive Tim Cook believes that “over the arc of time” China is a huge opportunity for his pathbreaking company. But time looks to be on the side of rival Samsung Electronics Co Ltd, which has been around far longer and penetrated much deeper into the world’s most populous country.
        Apple Inc this week said its revenue in Greater China, which also includes Hong Kong and Taiwan, slumped 43 percent to $4.65 billion from the previous quarter. That was also 14 percent lower from the year-ago quarter. Sales were weighed down by a sharp drop in revenues from Hong Kong. “It’s not totally clear why that occurred,” Cook said on a conference call with analysts.
        Neither is it totally clear what Apple’s strategy is to deal with Samsung – not to mention a host of smaller, nimbler Chinese challengers.
        Today, in the war for what both sides acknowledge is the 21st century’s most important market, Samsung is whipping its American rival. The South Korean giant now has a 19 percent share of the $80 billion smartphone market in China, a market expected to surge to $117 billion by 2017, according to International Data Corp (IDC). That’s 10 percentage points ahead of Apple, which has fallen to 5th in terms of China market share.
        Cook said Apple planned to double the number of its retail stores over the next two years – it currently has 8 flagship stores in China and 3 in Hong Kong. But, he added, Apple will invest in distribution “very cautiously because we want to do it with great quality.”
        Samsung, with a longer history in China, now has three times the number of retail stores as Apple, and has been more aggressive in courting consumers and creating partnerships with phone operators. It also appears to be in better position, over an arc of time, to fend off the growing assault of homegrown competitors such as Lenovo Group Ltd, Huawei Technologies Co Ltd and ZTE Corp, former company executives, analysts and industry sources say.
        Apple declined requests for comment for this article.
        VARIED MODELS
        Samsung’s history and corporate culture could hardly be more different than Apple’s, the iconic Silicon Valley start-up founded by Steve Jobs and Steve Wozniak in 1976. Lee Byung-Chull started Samsung in 1938 as a noodle and sugar maker. It grew over the decades into an industrial powerhouse, or chaebol as Koreans call the family owned conglomerates that dominate the nation’s economy and are run with military-like discipline.
        Apple, by contrast, became the epitome of Californian cool, an image the company revels in. That hip image translates in China – its stores are routinely packed – but hasn’t been enough to overcome the more entrenched Samsung.
        A stuffy electronics bazaar in the southern Chinese city of Shenzhen illustrates part of the reason why.
        Samsung Galaxys and Apple iPhones of different generations sit side by side, glinting under bright display lights as vendors call out to get customers’ attention. With its varied models, Samsung smartphones outnumber iPhones at least four to one.
        While Apple releases only one smartphone a year, priced at the premium end of the market, Samsung brings out multiple models annually with different specifications and at different price points in China.
        And those models, analysts say, are loaded with features tailored specifically for the local market: apps such POCO.cn, the most popular photo sharing site in China, or the two slots for SIM cards (Apple offers one), which allows service from multiple cell carriers, either at home or abroad.
        “The Chinese just love features. They want their phone to have 50 different things that they’re never going to use,” said Michael Clendenin, managing director of technology consultancy RedTech Advisors. “Apple just doesn’t play that game. Unfortunately, if you want to hit the mainstream market in China, and you want a lot of market share percentage points, you have to offer the Swiss army knife of cellphones.”
        “SETTING THE PACE”
        Analysts believe Samsung’s increasing strength in China is a critical reason behind its rival’s possible intention to introduce globally a new and cheaper iPhone model, as well as one with bigger screens – a staple of Samsung’s offerings.
        Said a Samsung executive with experience in China: “We definitely think we’re setting the pace there. They are having to respond to us.”
        Most audaciously, Samsung has gone after Apple not simply by offering lower priced smartphones, but by attacking its rival directly in the pricier end of the market. “We put a lot of emphasis on the high end market in China,” co-CEO J.K. Shin told Reuters in an interview.
        Samsung launched a China-only luxury smartphone together with China Telecom marketed by actor Jackie Chan that retails for about 12,000 yuan ($2,000). The flip phone, named “heart to the world,” is encased in a slim black and rose gold metal body. The sleek look – called “da qi” (elegantly grand) – is coveted by Chinese when they shop for cars, sofas or phones.
        “There are a lot of ‘VVIP’s’ in China, and for them we launched luxury phones promoted by Jackie Chan. This helps target niche customers and build brand equity,” said Lee Young-hee, executive vice president of Samsung’s mobile business.
        While Samsung won’t sell millions of these smartphones, the creation of the phone in conjunction with a carrier reinforces Samsung’s willingness to go local – and tap into niche markets.
        The key point is that Samsung consistently adapts to the local market,” said TZ Wong, a Singapore-based technology analyst with IDC.
        Apple’s latest mobile operating system offers links to popular Chinese applications like Sina’s microblogging platform Weibo, but the application itself must be downloaded onto the phone. On all of Samsung’s entries, it’s already there.
        “People know intellectually that Samsung is from Korea, but when it comes to the messaging there is always a local face,” Wong said.
        RETAIL PRESENCE
        Samsung opened its first office in China in 1985 in Beijing – an era in which it was all but inconceivable that Apple and Samsung would end up in one of the world’s most intense corporate grudge matches. Like other South Korean chaebols, Samsung was a first mover in China, using the market primarily as a base to produce electronics for the world.
        In contrast, Apple’s big push in China came only recently, with the advent of the smartphone age roughly five years ago.
        The early entry gave Samsung an undeniable edge, and it adapted fast to a rapidly changing environment. By the mid-1990s, with the economy booming, Samsung made the strategic decision to treat the Chinese market not just as a production base, but to start marketing to China higher-priced electronics, said Nomura researcher Choi Chang-hee, who wrote a history of Samsung’s experience in China.
        That shift has meant Samsung’s retail presence in China far outstrips Apple’s. Aside from selling via the distribution outlets of the three major telecom carriers, Samsung also has a strong retail presence through its partners Gome Electrical Appliances and Suning Commerce Group, as well as its own “Experience” stores and small retailers all over the country.
        Apple works through the same channels, but its relatively late entry means it has a significantly smaller presence. Samsung, for example, has more than 200 official distributors and resellers in Guangzhou province, while Apple lists 95.
        Over the last two decades, Samsung has also taken pains to build relationships with Chinese government officials and -perhaps more critically – the three major telecom carriers.
        The notion of the importance of connections – or “guanxi” – in China is occasionally overrated in business. Not, according to Samsung’s Shin, in this case. “It’s our core policy to keep friendly relationships with the operators,” he said. In China, each carrier uses a different technology and that requires Samsung “to tweak our smartphones to their request.”
        “It’s not easy,” Shin said, “but we do this to be more operator friendly.”
        Contrast that with the ongoing negotiations Apple has had with China Mobile, the largest cellphone operator. For years the two sides have been unable to come to an agreement on revenue sharing, effectively precluding Apple from hundreds of millions of potential customers.
        SCRUTINY FROM THE TOP
        Samsung’s reach extends higher than just the CEOs of the top state-owned telecom companies. Top executives have met each of the last several Chinese leaders, most recently Xi Jinping, who spent time in April with vice chairman Jay Y. Lee, son of K.H. Lee, Samsung Electronics chairman.
        “What surprised me most,” said Lee later, “was that they (Chinese leadership) know very well about Samsung. They even have a group studying us.”
        The Chinese government has also made clear it’s well aware of Apple – though not always in a good way. In April, state media bashed Apple for its “arrogance,” protesting among other things that its current 1-year service warranty was insufficient. Apple initially dismissed those criticisms, but Cook later apologized to Chinese consumers.
        Samsung’s success in China has its roots, one former executive said, in a previous obsession for the company: its desire not to replicate the mistakes made by Japanese rivals.
        Samsung spent a lot of time benchmarking Sony, Toshiba and Panasonic,” said Mark Newman, who spent six years in Samsung’s global strategy group and is now an industry analyst at Sanford C. Bernstein in Hong Kong.
        “One of the things that came out of that is the realization that the insular approach has its drawbacks, and so Samsung has made an effort over the last 10 years to be much more global.”
        This strategy of decentralization is plainly evident in China, he said, home now to more Samsung employees than any country outside South Korea.
        FIGHTING HIGH AND LOW
        Samsung now leads in both low-end and high-end segments in China, according to IDC, and its logic of going after both ends of the market is straightforward. In China, where the average wage is roughly $640 per month, many users looking to upgrade from feature phones to smartphones cannot afford Apple.
        By bracketing the market with multiple models, Samsung can breed deep relationships with customers, many of whom, market research shows, trade up to more expensive models as they get older. Playing high and low also positions Samsung to fend off the intensifying competition from Chinese firms such as Lenovo and Huawei and literally hundreds of smaller local players.
        “That’s where the next battle for Samsung will be fought,” said Newman. “We’ll have to see if Apple does introduce a new, cheaper model for China – and the world.”

        DETAILS for the assesment of upcoming changes

        1. Leapfrogging Apple while regaining only some high-end SoC supply to it:

        Samsung sells 76 mln smartphones in Q2, boosting market share-report [Reuters, July 26, 2013]

        Samsung Electronics Co Ltd sold 76 million smartphones in the second quarter, expanding its market share to 33.1 percent, Strategy Analytics said on Friday.

        Overall, the global smartphone market grew 47 percent to a record 229.6 million, the research firm said.

        Second-ranked Apple Inc saw its market share shrink to 13.6 percent after selling 31.2 million iPhones, as smaller rivals such as LG Electronics Inc, ZTE Corp and Huawei Technologies Co Ltd seized larger slices.

        Strategy Analytics: Samsung Becomes World’s Most Profitable Handset Vendor in Q2 2013 [PRNewswire, July 26, 2013]

        According to the latest research from Strategy Analytics, Samsung became the world’s most profitable handset vendor in Q2 2013. Apple slipped into second position, as margins have been hit by lackluster iPhone 5 volumes and tougher competition in China.

        Neil Shah, Senior Analyst at Strategy Analytics, said, “We estimate Samsung’s operating profit for its handset division stood at US$5.2 billion [61% of the overall, see below] in the second quarter of 2013. Samsung overtook Apple for the first time, which recorded an estimated iPhone operating profit of US$4.6 billion. With strong volumes, high wholesale prices and tight cost controls, Samsung has finally succeeded in becoming the handset industry’s largest and most profitable vendor.”

        Neil Mawston, Executive Director at Strategy Analytics, added, “Apple’s reign as the world’s most profitable handset vendor lasted almost four years, from Q3 2009 to Q1 2013. Apple’s profit margin for its handset division has been fading recently due to lackluster iPhone 5 volumes and tougher competition from rivals. Samsung is performing well in the US market, while Huawei, ZTE and other local brands are growing vigorously in China. Apple is now under intense pressure to launch more iPhone models at cheaper price-points or with larger screens to fend off the surging competition and recapture lost profits in the second half of 2013.”

        Exhibit 1: Global Handset Operating Profits in Q2 2013  [1]

        Global Handset Operating Profits (US$ Billions)

        Q2 ’13

        Samsung

        $5.2

        Apple

        $4.6

        Source: Strategy Analytics

        The full report, Samsung Becomes World’s Most Profitable Handset Vendor in Q2 2013, is published by the Strategy Analytics Wireless Device Strategies (WDS) service, details of which can be found here: http://tinyurl.com/cr7fhmb.

        But: while handset revenue was up by 9% the operating profit for handsets and network products together were down by 3%. Considering that 97.3% of the IM (IT & Mobile Communications) revenue is for handsets that essentially means a similar operating profit drop of ~3% for handsets alone. Note as well that while the margin was 17.7% a year ago (in 2Q ’12) now (in 2Q ‘13) it was the same 17.7%, so with that 3% drop there was no fundamental problem (yet).
        From: Earnings Release Q2 2013, Samsung Electronics, July 2013 presentation [July 26, 2013]

        image

        Samsung explains that by “marginal profit decline due to increased costs of new product launches, R&D and retail channels investments, etc.” as you could see below:

        image

        Fundamental problem could well be with the market share outlook, as neither for 2Q ‘13, nor for the outlook market share was talked about at all.

        image

        Samsung Electronics Announces Earnings for Q2 in 2013 [press release, July 26, 2013]

        Samsung Electronics Co., Ltd. today announced revenues of 57.46 trillion won [$51.6B] on a consolidated basis for the second quarter ended June 30, 2013, a 9-percent increase from the previous quarter. Consolidated operating profit for the quarter reached 9.53 trillion won [$8.53B, ~61% of which is estimated for its handset division, see above], representing a 9-percent increase on quarter, while consolidated net profit for the same quarter was 7.77 trillion won [$6.98B].

        In its earnings guidance disclosed on July 5, Samsung estimated second quarter consolidated revenues would reach approximately 57 trillion won [$51.2B] with consolidated operating profit of approximately 9.5 trillion won [$8.53B].

        Samsung Regains Its Biggest Client Apple [The Korea Economic Daily, July 15, 2013]

        Samsung Electronics will supply mobile application processor (AP) to Apple Inc. from 2015. The mobile AP is a brain of Apple’s iPhone. Samsung Electronics will supply 14 nano A9 chips that will be used for Apple’s iPhone 7.
        Samsung Electronics had supplied the AP to Apple since 2007 but lost the contract to supply 20 nano AP A8 chips [for iPhone6] to Apple to Taiwan’s TSMC last year when it was engaged in patent disputes with Apple. Samsung Electronics developed state-of-the-art 14 nano models ahead of its rival TSMC, regaining the order from Apple.

        According to industry sources on July 14, Samsung Electronics signed an agreement with Apple to supply the next-generation AP that it will produce in 2015. The AP that will be produced using 14 nano FinFET technology is mounted on Apple’s iPhone 7 to be released in the second half of 2015.

        Since its relations with Samsung Electronics worsened due to patent disputes, Apple has refrained from using Samsung parts since the second half of last year. Apple excluded Samsung memory chips, including mobile DRAMs, from iPhone 5 that it released in September 2012. Apple also decided to procure iPhone 6 APs from TSMC, the world’s No. 1 foundry company.

        TSMC reaches deal with Apple to supply 20nm, 16nm and 10nm chips, sources claim [DIGITIMES, June 24, 2013]

        Taiwan Semiconductor Manufacturing Company (TSMC) and its IC design service partner Global UniChip have secured a three-year agreement with Apple to supply foundry services for the next A-series chips built using 20nm, 16nm and 10nm process nodes, according to industry sources.
        In response, both TSMC and Global Unichip said they do not comment on customer orders and statuses.
        TSMC will start to manufacture Apple’s A8 chips in small volume in July 2013, and substantially ramp up its 20nm production capacity after December, the sources revealed. The foundry will complete installing a batch of new 20nm fab equipment, which is capable of processing 50,000 wafers, in the first quarter of 2014, the sources said.
        A portion of the upcoming production capacity, estimated at 20,000 wafers, can later be upgraded to process wafers used to build 16nm chips, the sources continued. TSMC is scheduled to volume produce the Apple A9 and A9X processors starting the end of third-quarter 2014, the sources said.
        The upcoming Apple A8 processor will be found in a new iPhone [iPhone 6] slated for release in early 2014, and the A9/A9X chips will be used in the newer-generation iPhone and iPad products, the sources claimed.
        The sources did not identify whether TSMC will be the sole supplier of these Apple-designed chips.
        TSMC’s phase-4, -5 and -6 facilities of Fab 14, its 12-inch fab located in southern Taiwan, will be dedicated to making Apple’s A-series processors, the sources further noted. The foundry will initially allocate a capacity of 6,000-10,000 12-inch wafers for the manufacture of those chips, and output will rise gradually starting 2014, the sources said.
        TSMC chairman and CEO Morris Chang remarked previously that the foundry’s 16nm FinFET process would enter mass production in less than one year after ramping up production of 20nm chips. Risk production for its 20nm process kicked off in the first quarter of 2013.

        Samsung Electronics is the Biggest Beneficiary of LTE-A [Korea IT News, July 15, 2013]

        Samsung Electronics has emerged as the biggest beneficiary of the commercialization of LTE-A services by all of the three South Korean telecom operators. This is because the Samsung Galaxy S4 LTE-A is the only LTE-A smartphone put on the market at the moment. Thus, sales of the Galaxy S4 LTE-A has a good chance of making up for slower than expected domestic sales of the Galaxy S4. LG Electronics and Pantech plan to launch their LTE-A smartphones sometime next month.

        150,000 Galaxy S4 LTE-A smartphones were activated in 14 days with SK Telecom alone. In other words, an average of 10,000 Galaxy S4 LTE-A smartphones went into service a day. Sales of the Galaxy S4 LTE-A is much faster than the Galaxy S4, propped up by Samsung-SK Telecom joint marketing campaigns and growing expectations of LTE-A’s twice faster speeds [LTE=75Mbps –> LTE-A=150Mbps] than LTE.

        Sales of the Galaxy S4 LTE-A is projected to surge in the weeks to come since LG and Pantech’s LTE-A smartphones are scheduled to come out as early as next month.

        The world’s first LTE-A [SK telecom YouTube channel, June 25, 2013]

        More information:
        – SK Telecom Launches World`s First LTE-Advanced Network [press release, June 26, 2013]
        World’s First Mobile Device with LTE Advanced Carrier Aggregation Powered by the Qualcomm® Snapdragon™ 800 Processor [OnQ Blog, June 26, 2013]
        Qualcomm Snapdragon 800 Processors Power World’s First LTE-Advanced Smartphone [press release, June 26, 2013]
        Samsung LTE Leadership and Future-Focused Innovation Produces World’s First LTE-Advanced Smartphone [press release, June 26, 2013]
        image

        From: 25 things my new Android phone does that makes my iPhone feel like it comes from the 1990s [ZDNet, July 11, 2013]

        A few weeks ago, I told you about my plans to ditch my old iPhone 4S and get a brand-new Samsung S4 Android phone. Well, a few days later, I did just that.

        1. You can replace the battery
        2. You can add an memory card to your phone
        3. You can replace the back cover
        4. It supports wireless inductive charging without a bulky sled
        5. Wonder-of-wonders: you can actually plug a USB cable into it and drag and drop files from your computer
        6. It’s got a full 1080p HD display
        7. You don’t have to use iTunes
        8. You can completely replace your launcher
        9. Your home screen can be alive
        10. You can replace your unlock screen with a customized version
        11. It’s a frickin’ tricorder
        12. It supports near field communications (NFC)
        13. It has an IR emitter
        14. You can turn your phone into a stealthy TV-B-Gone
        15. The thing senses hand gestures above it
        16. It watches your eyes
        17. It has a 13 megapixel camera
        18. Its camera can remove objects that don’t belong in the image
        19. Its camera can take multiple images and composite them together automatically
        20. You can install apps from a browser on your PC
        21. It can show two apps on-screen at once
        22. You can automate almost everything
        23. When you buy something on the Google Play store, you get an email receipt within minutes, not weeks
        24. It integrates (mostly) nicely with Google Voice
        25. You can have a new hobby (whether you want it or not)
        • Samsung Galaxy S4 GT-I9500 [16GB] Factory Unlocked: $618 on Amazon ($700 list)
          – Exynos 5 Octa 5410 SoC with 2GB RAM
          – Quad-core 1.6 GHz Cortex-A15 & quad-core 1.2 GHz Cortex-A7 CPU with tri-core 533MHz PowerVR SGX544 GPU
        • Samsung Galaxy S4 GT-I9505 16GB 4G/LTE Factory Unlocked: $611 on Amazon($999 list)
          – Snapdragon 600 SoC with 2GB RAM
          – Quad-core 1.9GHz Krait 300 CPU with 450MHz Adreno 320 GPU


        2. Chinese local brands are coming close to Samsung but at less than 40% price

        Let’s take Jiayu* quad-core smartphone offerings as of July 15, 2013 in China (as they are the price leaders among the MT6589/MT6589T-based devices in China):
        Jiayu G3 Quad Edition (G3s) is from $110 in retail shops throughout the country
        (Note that this price is even lower than the spec-wise similar Xiaomi $130 Hongmi superphone.)
        – Jiayu G4 Standard (on sale for $155 (thin) and $163 (thick) list price since April 10) now with summer offer is from $130 in retail shops throughout the country
        1.5GHz Jiayu G4 Advanced (G4s) is $216 since July 6 with 7 working days delivery
        1.5GHz Jiayu G4 thin version is $160 since July 13 with not later than July 24 delivery

        * About Jiayu (佳域)

        Baoji Jiayuyutong Electronic Co., Ltd was established in April 2009, is one of the high-tech enterprises, committed to the mobile communication product, research and development, manufacturing, sales and service. The company has more than 800 employees, including more than 30 R & D personnel and 60 engineering and technical people. At present, the company has 10 complete product lines, 2 laboratory rooms, a variety of advanced testing equipment.
        Brand interpretation: “good domain”, the Chinese word for pioneering domestic smart phone “Best of the Realm”; “JIAYU” to “good domain” Chinese spelling.

        Jiayu G3S quick review [nikchris69 YouTube channel, July 13, 2013]

        Index: 0:00 : quick look on the external 0:52 : quick look at smoothness 1:30 : quick look at general settings, ram, etc 5:28 : quick look at camera settings 8:10 : quick look at lockscreen Jiayu G3S is my new phone, it comes from China. I bought that very cheap (200$/150€) and it also came with hands-free and a case. Here it is with the paid version of Nova Launcher. More videos of this phone will come soon.

        Jiayu Store links: Jiayu S1, Jiayu G4 and Jiayu G3s (other link: Mobile Dad, July 13)image

        Update: JiaYu S1 CNC machining process [Gizchina YouTube channel, Aug 6, 2013]

        The JiaYu S1 is JiaYu’s first Snapdragon powered phone with a 1080 display. While we have seen this before from Chinese manufacturers it is nice to see that JiaYu are not only concentrating on the performance of the phone but are also ensuring the manufacturing quality is also spot on. In this video from the JiaYu factory we get to see the CNC manufacturing process of the S1’s stainless steel chassis.

        imageYiayu S1 (see above) at 1.7GHz is on par with Samsung Galaxy S4 in performance:
        image
        according to the Antutu benchmark results at http://www.jiayu-store.com/blog/

        Update: JiaYu S1 wireless charging demo Video [Gizchina YouTube channel, Aug 6, 2013]

        The JiaYu S1 is nearing a launch date and as expected the company are releasing videos of the phone showing off some of the great built in functions. In this quick video we get to see the JiaYu S1’s wireless charging in action.

        JiaYu G4 Hands On [Gizchina YouTube channel, May 13, 2013]

        Here is a hands on video with the JiaYu G4 Basic [Standard]. The phone has a quad-core MT6589 1.2Ghz CPU, 1GB RAM, large 3000mAh battery [there is also a thinner version with 1850mAh battery], 13 mega-pixel rear camera and Android 4.2 Jelly Bean. In this video you will get a good look at the phone along with examples of video streaming, gaming and Antutu results.


        3. The superphone segment of the market becomes saturated:

        Smartphone slowdown could spell trouble in Taiwan [Reuters TV YouTube channel, July 9, 2013]

        July 10 – With signs the high-end smartphone market in the developed world is at a near-term saturation point, Taiwanese chipmakers like TSMC may find once-assured profits are more fleeting than expected.

        Samsung’s smartphone champ braves a tough crowd [Reuters TV YouTube channel, July 4, 2013]

        July 5 – It’s not easy being J.K. Shin. The Samsung Electronics co-CEO has driven record quarterly profits and handset shipments, and yet investors are still displeased. Reuters’ Jon Gordon reports.

        Samsung Confronts Saturated Smartphone Market [Bloomberg YouTube channel, July 5, 2013]

        July 05 (Bloomberg) — Howard Lindzon, CEO and Co-Founder of Stocktwits, discusses the size of both Samsung and Apple, and the ability to move beyond the Smartphone. He speaks on Bloomberg Television’s “Bloomberg Surveillance.” (Source: Bloomberg)

        Has Apple lost its cool factor? [CNNInternational YouTube channel, June 10, 2013]

        A look at Apple’s declining fortune and what they need to do to regain luster. CNN’s Dan Simon reports.

        China smartphone aims to rival Apple [Financial Times YouTube channel, Jun 25, 2013]

        Chinese consumers have been clamouring to get their hands on a Xiaomi smartphone since its launch in 2011. Known as a Chinese rival to Apple, the low-cost phone has been held up as a model of Chinese innovation. The FT’s Leslie Hook talks the Xiaomi’s founder, Lei Jun, about investing in start-ups and growing his business.

        China’s Huawei launches world’s slimmest smartphone [AFP YouTube channel, June 18, 2013]

        Chinese telecoms giant Huawei launches what it says is the world’s thinnest smartphone, which it hopes will take on high-end rivals like Apple and Samsung in the global market. Duration:00:53

        Huawei Ascend P6 — 2-Minute Encounter [HuaweiDeviceCo YouTube, June 18, 2013]

        Meet beauty from outside in.

        The rise of Chinese smartphones [CNN YouTube channel, May 30, 2013]

        Kristie Lu Stout vistis Huawei’s headquarters for a look at how the company’s trying to take on Apple and Samsung. For more CNN videos, visit our site at http://www.cnn.com/video/

        Google and Motorola’s Moto X (hands-on) [The Verge YouTube channel, Aug 1, 2013]

        David Pierce takes an early look at the new Moto X and speaks with Motorola brass about the philosophies that went into the design of the phone and the company’s relationship with Google.

        More information:
        Moto X. All Yours. [The Official Motorola Blog, Aug 1, 2013]
        Motorola Moto X vs. Samsung Galaxy S4 [Gizmag, Aug 2, 2013]
        16GB Motorola Moto X to cost $575 SIM-free [GSMarena.com, Aug 2, 2013]

        Motorola Moto X was unveiled yesterday and the smartphone will soon be available from the top 5 carriers in the USA. The 16 GB variant of the Moto X is priced at $200 and the 32 GB unit costs you $250 with a two-year contract.

        At the announcement event Motorola did not announce the pricing details of the SIM-free editions, but they are no longer a mystery as AT&T has confirmed the pricing of the device without a contract. At launch, the 16 GB model of the Moto X will cost you $575, while the 32 GB is priced at $629.

        Moto X – Motomaker [motorola YouTube channel, Aug 1, 2013]

        Design your own Moto X. Over 2,000 ways to customize.

        BBC News – Can Moto X revive Motorola’s fortunes? [BBCWorldNewsWatch YouTube channel, May 30, 2013]

        Motorola has struggled to keep up in the fast-paced smartphone market, but now the company has announced that it will take on its rivals with a new handset named the Moto X. Can the company really compete against the likes of Apple, Samsung and HTC? The BBC’s Aaron Heslehurst spoke tech expert Stuart Miles, from Pocket-lint, to find out more about Motorola’s plans.

        Moto X Phone release date, news and rumours [TechRadar YouTube channel, July 2, 2013] “could be landing in installs in October”,  and “to undercut the big players of the market such as the Samsung Galaxy S4 and the HTC One –meaning we might see some very competitive pricing

        All the latest rumours surrounding the highly-anticipated Motorola X Phone.

        From: Samsung Electronics 2Q13 review: Fading growth momentum vs improving valuations [The Korea Economic Daily, July 8, 2013]

        Samsung Electronics (Samsung) announced 2Q13 preliminary sales of W57trn [$51B] and OP of W9.5trn [$8.5B], a record quarterly high. However, OP fell short of the consensus (W10.2trn) by 6.5% and our estimate (W10trn) by 5%. Despite strong memory prices due to supply shortages and higher OLED sales and margins, OP disappointed on lower smartphone ASP and IM margins due to increased marketing costs.
        As the growth of the smartphone market slows due to commoditization, concerns are mounting over eroding ASP and margins. In fact, we estimate OP at the IM division eroded from W6.51trn with an OPM of 19.8% in 1Q13 to W6.23trn [$5.6B] with an OPM of 18.4%. Considering Apple lawsuit provisions were booked in 1Q13, the effective decline in OPM is over 3% as sales of the Galaxy S3 and Note 2 deteriorated.

        We revise down our earnings forecasts to reflect lower handset OPM. Specifically, we estimate 3Q13 OP at W10.1trn [$9B] (previously W11.0trn) and full-year 2013 OP at W38.1trn [$34.2B] (previously W40.3trn). We cut Galaxy S4 3Q13 sales to 20mn units (previously 23mn) to reflect the poor sales; however, we maintain OP and OPM at 2Q13 levels given the global launch of the Galaxy S4 Mini and Note 3.

        *Source: Korea Investment & Securities Co.

        From: Galaxy S4, 20 million sales in just two months … 40 days faster than the previous [ChosunBiz, July 3, 2013] as traslated from Korean by Google and Bing with manual edits

        Samsung Electronics (005930) launched the Galaxy S4 20 million sales in two months (on the carrier supply basis) of the fastest selling Samsung smartphones ever, according to industry.
        The Galaxy S4  was released only two months ago by the end of June, and the carrier supply sales exceeded 20 million.
        When this morning president JK Shin of Samsung Mobile met with reporters in Samsung Electronics Seocho building in response to a question whether the amount of Galaxy S4 sales would be 20 million he told “You know, there are”, and this is a 20 million breakthrough.
        Since the official launch of the Galaxy S4 on the 26th of April  in 60 countries 4 million were sold in just five days, then went on to sell 10 million units in a month.

        … On the other hand a Samsung official said, “as regards the Galaxy S4 sales numbers there is no answer”.

        From: Analyst: Samsung Galaxy S4 Sales vs. Apple iPhone 5 Sales [Wall St. Cheat Sheet, July 7, 2013]

        Although the Galaxy S4 has sold faster than any other Samsung device, it appears that it still couldn’t surpass the sales rate for the iPhone 5. Citing the slowing demand for the Galaxy S4, a mid-June report from J.P. Morgan lowered the 2013 earnings estimate for Samsung by 9 percent. After the report was released, Samsung lost $12.4 billion in market capitalization, falling to $187.8 billion.

        Samsung analysts ask hard questions as S4 marketing charm wears off [Reuters, June 16, 2013]

        (Reuters) – Analysts fell under Samsung Electronics Co Ltd’s marketing spell when they made what they now admit were hopelessly optimistic forecasts for its smartphone sales.

        Samsung’s huge share of the high-end smartphone market also persuaded some analysts to downplay industry data pointing to a fast-saturating segment, a reality that is already eating into sales of Apple Inc’s iPhone 5.
        Woori Investment & Securities, one of South Korea’s largest securities firms, cut its outlook for Samsung’s earnings and target share price on June 5. It was the first to adjust its view.
        A massive wave of downgrades has since followed, with forecasters including JPMorgan, Morgan Stanley and Goldman Sachs taking a harder look at their assumptions of how well the S4, Samsung’s latest Galaxy smartphone, would actually do.
        Sales estimates for the S4 were slashed by as much as 30 percent, stirring investor concerns over Samsung’s mobile devices division – the company’s biggest profit generator.
        Investors in the South Korean IT giant have paid dearly. Samsung lost nearly $20 billion in market value in a week as shares plunged following the downgrades.
        “I’d say most forecasters including myself had this conviction that they’ll outperform again – because it’s Samsung,” said Byun Hanjoon, an analyst at KB Investment & Securities. “They had beaten expectations before, which led many to believe they are bound to excel again with the S4.”
        The S4 sold 10 million sets in just one month of its debut in late April, outperforming its predecessor, the S3.
        Yet analysts now say the high-end smartphone segment is slowing, citing lacklustre prospects in Europe and South Korea in particular.
        The S4, in reality, also lacks any real wow factor, they say.
        “The Street, including Goldman Sachs, admittedly extrapolated the first-quarter earnings momentum through the year,” Goldman Sachs analyst Michael Bang said in a report. “This resulted in very optimistic earnings expectations.”
        Most analysts have reduced their estimates for S4 shipments to around 7 million units a month from their previous average expectation of 10 million.
        Bank of America Merrill Lynch has lowered its S4 sales estimate for this year by 5 million to 65 million units.
        Some analysts say a loss in potential sales of 5 million S4 units would cut around $1 billion of Samsung’s operating profit.
        “S4 sales are solid. It’s just that some analysts had higher expectations and then they lowered them,” J.K. Shin, head of Samsung’s mobile devices division, told reporters last week.
        Over the past month, 17 out of 43 analysts have downgraded their earnings estimates for Samsung, leading to a 0.6 percent drop in their average forecast for the company’s April-to-June earnings to 10.4 trillion won ($9 billion), according to Thomson Reuters StarMine.
        The lowered forecast, however, would still be a quarterly record.
        Many analysts say weaker-than-expected S4 sales will not necessarily stop Samsung from posting record quarterly profits. The company has diversified into many segments of the smartphone market, Merrill Lynch says.
        MID-TIER PHONES
        Still, the scale of the downgrades has cast a shadow on Samsung’s dominance in the $250 billion smartphone market.
        Doing it no favour, Chinese rivals are aggressively growing their market share, aided by strong sales of mid-tier models – a segment in which Samsung has relatively weak positioning, according to analysts.
        The mid-tier segment accounted for less than 15 percent of Samsung’s total shipments last year.
        Analysts say Samsung has to focus on this lower tier in the medium term.
        The high-end segment is losing momentum, with manufacturers struggling to differentiate themselves and consumers calling for a leap in innovation, they say.
        To be sure, Samsung has not sat idle.
        It has gradually expanded its offerings. Among four varieties of the S4 introduced in recent weeks, there was one stripped-down version called the Galaxy Mini.
        By comparison, Apple has had no new offerings since the iPhone 5 hit the market in September last year.
        Samsung bulls are also pinning their hopes on product launches later this year including the Galaxy Note 3, a phone-tablet hybrid.
        Some analysts say conservative forecasts will prevail.
        Expectations for innovation have been lowered, and I don’t think there’ll be as much buzz surrounding new product launches as it used to be,” said Byun at KB.
        Samsung’s stock, which slumped to a six-month low on Thursday, inched up 0.9 percent on Friday.
        ($1 = 1134.4000 Korean won)
        (Reporting by Miyoung Kim; Editing by Ryan Woo)

        Samsung GALAXY S4 Hits 10 Million Milestone in First Month [Samsung Mobile Press, May 23, 2013]

        Samsung Electronics Co., Ltd. today announced that global channel sales of its GALAXY S4, a life companion for a richer, fuller, simpler life, has surpassed 10 million units sold in less than one month after its commercial debut. Launched globally on April 27, the phone is estimated to be selling at a rate of four units per second.

        The GALAXY S4 sets a new record for Samsung, generating sales quicker than any of its predecessors. Sales of the GALAXY S III reached the 10-million mark 50 days after its launch in 2012, while the GALAXY S II took five months and the GALAXY S seven months to reach the same milestone.

        “On behalf of Samsung, I would like to thank the millions of customers around the world who have chosen the Samsung GALAXY S4. At Samsung we’ll continue to pursue innovation inspired by and for people,” said JK Shin, CEO and President of the IT & Mobile Communications Division at Samsung Electronics.
        The GALAXY S4 was developed to enhance the meaningful moments in our lives through its innovative features and superior hardware. It has the world’s first Full HD Super AMOLED display that showcases images at their very best on a 5-inch screen with 441ppi. Equipped with a powerful rear 13MP camera, the GALAXY S4 also boasts a Dual Camera function that allows simultaneous use of both front and rear cameras. The GALAXY S4’s new and innovative software features include Air View and Air Gesture for effortless tasks, while it also keeps users up-to-date with information about their health and wellbeing using S Health.
        Samsung GALAXY S4 is available in more than 110 countries and will gradually be rolled out to a total of 155 countries in cooperation with 327 partners.
        Samsung is planning to introduce more color variations to meet various consumer tastes and preferences. In addition to the currently available Black Mist and White Forest, new color iterations will be added this summer, including Blue Arctic and Red Aurora, followed by Purple Mirage and Brown Autumn.
        * All functionality, features, specifications and other product information provided in this document including, but not limited to, the benefits, design, pricing, components, performance, availability and capabilities of the product are subject to change without notice or obligation.
        ** Availability of colors will vary depending on the country and carrier/retailer.

        Is Samsung’s Growth at the Expense of Apple? [Bloomberg YouTube channel, April 26, 2013]

        April 26 (Bloomberg) — Samsung captured a third of the global smartphone market in the first quarter as growth for Apple’s iPhone dropped to its slowest pace ever, according to data released by Strategy Analytics. Strategic Analytics Senior Strategist Neil Shah speaks with Emily Chang reports on Bloomberg Television’s “Bloomberg West.” (Source: Bloomberg) — For more “Bloomberg West” videos: http://bloom.bg/LIZpfr


        4. Previous (pre-saturation) milestones according to Samsung Mobile Press (with relevant video inserts from other sources):

        See: Samsung GALAXY S II reaches 3 Million global sales [July 3, 2011]

        From: Samsung GALAXY S II reaches new heights with 5 million global sales [July 28, 2011]

        Samsung Electronics Co., Ltd, a global leader in digital media and digital convergence technologies, today announced that the Samsung GALAXY S II (Model: GT-I9100) has passed the 5 million global sales milestone.
        The GALAXY S II is Samsung’s flagship smartphone device; a beautifully thin, (8.49mm) and lightweight dual-core smartphone that combines an unmatched Super AMOLED Plus viewing experience with incredible performance, all on Android – the world’s fastest-growing mobile operating system. The next generation smartphone also includes exclusive access to Samsung’s four new content and entertainment hubs, seamlessly integrated to provide instant access to music, games, e-reading and social networking services.
        The 5 million mark has been reached in just 85 days, a rate which is 40 days faster than the original GALAXY S took to reach the same sales mark. This rate is set to accelerate as Samsung has just launched GALAXY S II in China, the world’s largest market.

        image

        From: Samsung GALAXY S II continues success reaching 10 Million in global sales [Sept 26, 2011]

        Samsung Electronics Co., Ltd, a global leader in digital media and digital convergence technologies, today announced that the Samsung GALAXY S II (Model: GT-I9100) has achieved 10 million global channel sales, doubling from five million in just eight weeks.

        The GALAXY S II is Samsung’s flagship smartphone device – a beautifully thin (8.49mm) and lightweight dual-core smartphone that combines an unmatched SuperAMOLED Plus viewing experience with powerful performance, all on Android, the world’s fastest-growing mobile operating system. The next generation smartphone also includes Samsung’s four content and entertainment hubs, seamlessly integrated to provide instant access to music, games, e-reading and social networking services.

        Samsung celebrates 30 million global sales of GALAXY S and GALAXY S II [Oct 17, 2011]

        Samsung Electronics Co., Ltd, a leading mobile handset provider, today announced that its Samsung GALAXY S and GALAXY SII smartphones have achieved a combined total of 30 million global sales.
        GALAXY SII has set a new record for Samsung, generating more than 10 million sales – quicker than any device in Samsung’s history. The device also recently received five out of the total ten Mobile Choice Consumer Awards 2011 in the UK as well as 2011 Gadget Award for being chosen as the best smartphone of the year by T3, confirming it as a run-away favorite smartphone with consumers this year. It continues to gain traction as Samsung’s flagship smartphone – a stylishly designed, slim and ultra-portable device combining an unrivalled viewing experience with powerful dual-core processor performance.
        Launched in 2010, Samsung GALAXY S reached almost 20 million unit sales, making it the highest-selling mobile device in Samsung’s portfolio to date, and another record-breaker for the company and the mobile market.
        Since launching to high critical acclaim two years ago, the GALAXY S range has continued to gain popularity among consumers and propelled the GALAXY brand to one of the most recognized mobile brands in the world, with Samsung now the largest Android smartphone vendor and the second largest phone vendor overall worldwide (IDC).
        “Since its launch only five months ago, GALAXY SII has seen tremendous sales success and garnered enthusiastic reviews from consumers and mobile industry watchers across the globe. This is in addition to the continued sales momentum behind GALAXY S, which we launched at Mobile World Congress 2010 as continues to be a run-away success with consumers,” said JK Shin, President and Head of Samsung’s Mobile Communications Business.
        “The phenomenal success of these smartphones once again demonstrates how the GALAXY S smartphones is setting the standard for smart mobile technology around the world.”

        From: Samsung GALAXY S II awarded “Best Smartphone” by GSMA at Mobile World Congress 2012 [Feb 29, 2012]

        This honor comes in recognition of the device’s powerful performance and overwhelming response from consumers. GALAXY S II, Samsung’s flagship smartphone, achieved worldwide sales of over 10 million units in only 5 months, quicker than any device in Samsung’s history and surpassed over 20 million sales in 10 months.

        With SIII, Samsung makes smartphone duopoly official – Tech Tonic [Reuters TV YouTube channel, June 21, 2012]

        From: Samsung GALAXY S III Reaches 20 Million Sales Milestone in Record Time [Sept 6, 2012]

        Samsung Electronics Co., Ltd, a global leader in digital media and digital convergence technologies, today announced that the GALAXY S III smartphone has achieved 20 million unit sales in just 100 days since its debut in May 2012. As Samsung’s most successful smartphone to date, the GALAXY S III has set a new record, generating sales quicker than any of its predecessors.

        From: The Samsung GALAXY S III achieves 30 million sales in five months [Nov 4, 2012]

        Putting this number into perspective, during a similar selling period (150 days), the acclaimed GALAXY S II, launched in 2011, globally sold 10 million devices.

        Now upgradable to Android™ 4.1 (Jelly Bean)*, the nature-inspired GALAXY S III is a revolutionary smartphone packed with intelligent features that make everyday life easier. Its expansive 4.8-inch HD Super AMOLED display lets users view multimedia and web content in brilliant color and clarity; and its camera understands human gestures to make using the phone incredibly natural and intuitive. A powerful hardware ensures blazing-fast performance and seamless multi-tasking.


        * Availability and timing of the Jelly Bean upgrade will vary depending on the country and mobile carrier.

        Samsung GALAXY S Series Surpasses 100 Million Unit Sales [Jan 14, 2013]

          • Samsung has announced that global channel sales of the company’s flagship smartphone, GALAXY S III and its two predecessors GALAXY S and GALAXY S II have surpassed 100 million units sales as of January 13, 2013.
          • Samsung GALAXY smartphones are intuitive and easy to use, display photos and videos on dazzling screens, and deliver a premium user experience with a design that is elegant and feels natural.
          • The GALAXY S, has reached over 24 million global channel shipments, achieving 10 million of these during the first seven months after its launch in June 2010.
          • Building on this success Samsung launched the GALAXY S II in April 2011. This smartphone reached around 40 million shipments, achieving 10 million global channel sales in just five months.
          • In May 2012, Samsung unveiled the GALAXY S III – a smartphone designed for humans and inspired by nature. It revolutionized the user experience, and was critically acclaimed, achieving 20 million global channel sales in just 100 days – which made it Samsung’s fastest selling smartphone yet.
          • GALAXY S III has now passed the mark of 40 million unit channel sales.

        How Did Samsung Come to Rule Smartphones? [Bloomberg YouTube channel, March 14, 2013]

        March 14 (Bloomberg) — Bloomberg West Editor-at-Large Cory Johnson examines how Samsung came to build its smartphone business as it takes aim at Apple’s iPhone with today’s launch of the Galaxy S4. He speaks on Bloomberg Television’s “In The Loop.” — Related Story: http://bloom.bg/ZNshKu — For more “In the Loop” videos: http://bloom.bg/LbOTQk

        ARM Cortex-A12 CPU cores and Mali-T622 GPU cores with Process Optimization Packs (POPs), plus Mali-V500 video block for mid-range mobile devices of the end of 2014

        in order to cover (very competitively) the hole existing in ARM-based SoCs so far:

        Arm unveiled the Cortex A12 processor during a news conference at Computex in Taipei on June 3, 2013.

        AnandTech’s judgement about the Cortex-A12 announcement:

        … The Cortex A9 is too slow to compete with the likes of Intel’s Atom and Qualcomm’s Krait 200/300 based SoCs. The Cortex A15 on the other hand outperforms both of those solutions, but at considerably higher power and die area requirements. … The Cortex A15 island in Samsung’s Exynos 5 Octa occupies 5x the die area as the A7 island, and consumes nearly 6x the power. In exchange for 5x the area and 6x the performance, the Cortex A15 offers under 4x the performance. It’s not exactly an area or power efficient solution, but a great option for anyone looking to push the performance envelope. Today, ARM is addressing that hole with the Cortex A12. …
        Asked at a Taipei news conference about the future of Intel’s x86 architecture, rival Arm said it still sees life in the platform.

        AnandTech’s judgement about Mali-T622 and Mali-V500 announcements:

        … The Mali-T622 is a 2-core implementation of the 2nd generation Mali-T600 GPU architecture that we first learned about with the 8-core T628. Each shader core features two ALUs, an LSU and a texture unit. … On the video front, the Mali-V500 video encode/decode block is a multi-core engine used for all video acceleration. The V500 allegedly supports up to 100Mbps High Profile H.264, although details are scarce on more specifics. ARM claims support for up to 120 fps 4K video decode with an 8-core V500 implementation. Mali-V500 also features a protected video path, necessary for gaining content owner support for high-bitrate/high-resolution video decode. The V500 also supports ARM’s Frame Buffer Compression (AFBC), a lossless compression algorithm that can supposedly reduce memory bandwidth traffic by up to 50%. There’s presently no frame buffer compression in Mali GPUs today, but ARM expects to eventually roll AFBC out to Mali GPUs as well.

        Announcement information from ARM:

        image
        POP IP for the Cortex-A12 processor core 
        – The only implementation solution that is co-developed along with the processor itself
        – The processor RTL and the POP implementation feed off each other and are thoroughly co-optimized
        – Lower the risk to end customers and those designers starting from scratch with a new processor core
        – Save months of effort optimizing the implementation
        POP IP for Mali-T622 GPU core 
        – Eliminates the iterative guess work required to find the most optimal implementation
        – Enables best-in-class PPA and frames per second metrics coupled with highly flexible implementation
        More information: POP IP for the Cortex-A12 Processor: Enabling the Next Billion Smartphones [June 3, 2013]

        image
        New ground-up design for mid-range mobile
        – OoO, Dual-Issue, 11 stage dynamic length pipeline
        – Tightly integrated, high-performance NEON and FPU units
        Perfectly balanced design for best efficiency
        – Highly optimized L1 and L2 memory sub-system
        – Ideal for current and upcoming mobile workloads
        Flexible interface options to adapt for use-case
        – 128-bit AMBA ACE – System coherency with CPUs or GPUs
        – Accelerator Coherency Port (ACP) – I/O coherency with DMA
        – Peripheral Port – For low-latency peripherals elmiminating DDR traffic congestion
        More information: Cortex-A12: Diversification in the Mobile Market – Serving the Mid-Range [June 3, 2013]

        image
        Smallest GPU Compute solution in the market
        – Renderscript Compute and OpenCL 1.1 Full Profile
        50% energy-efficiency improvements over Mali-T600 series
        Richest user experience with OpenGL ES 3.0
        More information: Mali-T622 – Bringing Full Profile GPU Compute to mid-range devices [June 3, 2013]

        image 
        1080p60 HD encode/decode
        Optimized for lowest cost and power
        – AFBC gives 50% lower memory bandwidth
        TrustZone secure video path
        – Premium content protection
        More information: A new branch for the Mali family tree: Mali Video, featuring the Mali-V500  [June 3, 2013]

        ARM Targets 580 Million Mid-Range Mobile Devices with New Suite of IP [press release, June 3, 2013]

        News Highlights:

        • Faster time to market and less design risk with suite of IP including: 
          ARM Cortex-A12 processor, Mali-T622 GPU, Mali-V500 video solution and POP IP technology;
        • 580 million mid-range smartphones and tablets are forecast to be sold in 2015
        • Cortex-A12 processor delivers 40 percent more performance than Cortex-A9 and brings premium features such as virtualization to the mid-range mobile device market; efficiency profile also makes it ideal for DTV and home networking;
        • Cortex-A12 processor brings optimum performance and maximum efficiency of big.LITTLE processing to mid-range smartphones and tablets;
        • Mali-T622 GPU offers an efficient and qualified OpenGL ES 3.0 solution and smallest Full Profile GPU Compute solution, putting even greater compute power into the hands of more mobile users;
        • Mali-V500 video IP solution reduces system bandwidth and power, while enabling the protection of premium video content with TrustZone support.

        The essence is that the first Cortex-A12 based SoCs are expected by mid-2014
        – for mid-range devices (smartphones and tablets) in the $200 … $350 price range by late 2014 to early 2015  
        – with Cortex-A7/A15 architectural compatibity, thus in big.LITTLE configurations with either core, supporting 40-bit addressing (up to 1 TB) and virtualization
        – plus providing the highest efficiency in pairing with Cortex-A7 core
        – as the follow-up with +40% performance to the current SoCs for mid-range devices based on Cortex-A9 SoCs

        The SoC ramp-up of about one year or so is compared to not less than two years ramp-up for Cortex-A9 based SoCs. This is the result of significant progress with Process Optimization Pack technology of ARM which was first time developed along with the processor and GPU cores themselves. It is available now for TSMC 28HPM process technology for lead partners. Six of them are already starting their SoC design. Moreover it will also be available at GLOBALFOUNDRIES 28-SLP HKMG process technology in Q4 2013. So it is also first time as such complete sourcing from two foundries will be available for SoC vendors so early on. GLOBALFOUNDRIES is even going to achieve up to 70 percent higher performance in comparison to a Cortex-A9 processor core using 40nm process technology. Competition between those 2 foundries will understandably be very strong as the 2015 mid-range smartphone and tablet market is expected to be not less than 580 million units.

        In comparison the Cortex-A9 core was announced in October 2007 and released in 2008
        now contributes to approximately one-third of all smartphone shipments worldwide
        real development opportunities began in H2 2009 with possibility to go even against Intel Atom (source: Computex 2009 – Warren East Presentation [ARM Holdings, June 1, 2009]):
        image
        with improving Cortex-A9 performance on 45nm process achieved through:
        – 56% improvement from processor and physical IP optimisations
        – 44% improvement from other techniques
        The first SoC products based on 45nm technology came in 2011, namely:
        NXP PNX 847x/8x/9x set-top box SoCs sampling in January 2010. However a month later the business related to these products was sold to Trident Microsystems (see the PNX8490/PNX8491 datasheet of February 2010) and as Trident had experienced continuing operating losses it filed for bankruptcy in January 2012. Its set-top box SoC business had been taken over by Entropic Communications, Inc. in April 2012. Although only the PNX8475 is currently offered by Entropic the original Cortex-A9 related SoC know-how is flourishing quite well there (see also: 1, 2, 3 and 4).
        Samsung Orion application processor, later renamed into Samsung Exynos 4210 then further into Exynos 4 Dual, announced in September 2010 for sampling in Q4 2010 and mass production in H1 2011. It first came out with the Samsung Galaxy S II smartphone announced in February 2011 for May 2011 delivery. Other Samsung smartphone and tablet products then followed.
        Texas Instruments OMAP 4430 and OMAP 4440 (later renamed OMAP 4460) application processors announced in February 2009 for sampling in H2 2009 and expected production by the second half of 2010, but actually debuted a year later in February 2010 with sampling available and expected production in H2 2010. The first product based on OMAP 4430 was the BlackBerry PlayBook tablet announced in September 2010 for early 2011 availability but becoming available in June 2011 only. Smartphone products from Motorola (a lot, also a few tablets) and LG (a few) followed that, as well as a number of tablet products from Archos and most notably the Kindle Fire from Amazon, and the Nook from Barnes & Noble.

        ARM is representing and projecting the evolution of the market since then as follows:image
        More information about that was provided in:
        Cortex-A12: Diversification in the Mobile Market – Serving the Mid-Range [ARM Smart Connected Devices blog, June 3, 2013]

        Mobile devices have become indispensable in North America, Europe, and much of Asia, and are becoming the primary compute platforms for people in emerging markets. We are entering a new era of computing, the post-PC era. ARM® technology has been at the heart of the mobile revolution for over twenty years and continues to be the bedrock of all innovation and change in this space.
        Mobile devices, such as smartphones and tablets, are connecting billions of people. In 2013, we are expecting:
        – Over 1 billion smartphones forecasted to ship*
        – Smartphones for <$50 and Tablets >$800
        – Tablets out-ship notebook PCs
        What becomes clear when looking at mobile devices is that we are seeing segmentation into multiple markets, which is an opportunity for growth for ARM partners:
        – Premium devices: Price range > $400
        – Mid-range devices: Price range between > $200 and < $350
        – Entry-level devices: Price range up to $150image
        Source: Mixture of ARM and Gartner Estimates
        Premium smartphones and tablets receive a great deal of attention, but it is the entry-level and mid-range markets are expected to grow the fastest over the next years. ARM delivered the Cortex®-A7 processorin the fourth quarter of 2011, and it is now shipping in large volumes in low-cost, quad-core devices. It will be followed by the Cortex-A53 processor, which is soon to be released to lead partners. Both are high-efficiency processors, that are efficient by simple in-order eight stage pipelines which are highly efficient and tuned to deliver very good performance for their size. In the mid-range mobile device market, the industry had tremendous success with devices based on the higher-performance Cortex-A9 processor, which uses a partially out-of-order, nine stage pipeline to achieve high performance tuned to the power constraints of smartphones. The Cortex-A9 processor was released in 2008 and now contributes to approximately one-third of all smartphone shipments worldwide.
        The market segmentation is driving the diversification in mobile and resulting in many different requirements needed to achieve the highest performance and lowest power within a sustained thermal envelope. These requirements make it mandatory to provide the functionality previously available only in premium devices, but within the power budgets of mid-range devices. Looking at how to serve those markets, it is clear that one size does not fit all anymore.
        Today ARM is introducing the Cortex-A12 processor, the highest performance mid-range CPU that is specifically designed for the next-generation mid-range mobile market. The Cortex-A12 processor brings its own mix of high performance and energy efficiency to 2014 SoC designs: more performance than the Cortex-A9 processor with the same mobile-tuned power efficiency. The Cortex-A12 processor is designed to deliver the best mobile experience:
        – Highest performance at lowest power consumption and cost
        – Highest efficiency within mid-range thermal envelopes, i.e. achieve highest performance at uncompromised area
        – Premium feature set in mid-range mobile
        The Cortex-A12 processor is the successor to the Cortex-A9 processor and increases single-thread performance by 40 percent, while matching the best-in-class energy efficiency. Measured in 28nm, the Cortex-A12 processor is about 30 percent smaller in area compared to the Cortex-A9 processor in 40nm technology using the same configuration. Additionally, the Cortex-A12 processor brings today’s premium smartphone features into the mid-range, allowing new use cases and great mobile experiences. Some key added features include:
        big.LITTLE™ processing enables the extension of the dynamic range of the Cortex-A12 processor with the addition of the Cortex-A7 processor
        Virtualization and TrustZone® security support enabling new use cases like BYOD (bring your own device)
        – 1TB addressable memory, providing close to no boundaries on memory space
        The Cortex-A12 processor extends the performance capability in mid-range devices without sacrificing energy efficiency when combined with the Cortex-A7 processor as a big.LITTLE CPU subsystem. big.LITTLE processing provides a highly efficient, high-performance processing solution that can scale to many different use cases. The first iterations of big.LITTLE processing featured the Cortex-A15 and Cortex-A7 processors for high-end solutions. Now, the Cortex-A12 processor is bringing big.LITTLE processing to increase the dynamic range of the mid-range by enabling SoC designers to push the Cortex-A12 processor further while using the Cortex-A7 processor to reduce power well below levels of the Cortex-A9 Processor. This results in an ideal combination of compute resource for efficient workload distribution, running lightweight tasks on the Cortex-A7 processor and high-performance tasks on the Cortex-A12 processor. Early results show up to 2x increased efficiency.
        Even though it is designed for mid-range smartphone and tablet devices, the Cortex-A12 processor leads with an excellent efficiency profile, making it an ideal fit for other use cases like home networking, residential gateway and auto infotainment systems.
        ARM has also designed the Cortex-A12 processor to work efficiently with a complimentary family of high performance, low power ARM CoreLink™ System IP components:
        image 
        The system diagram shown above illustrates the system IP components that will typically support the Cortex-A12 processor in a mobile SoC. To deliver effortless 1080p30 graphics with 1080p encode/decode the system also features a Mali™-T622 GPU supporting OpenGL/ES 3.0 and a Mali-V500 video accelerator.
        The CoreLink CCI-400 cache coherent interconnect provides an IO coherent channel with Mali and opens up a number of exciting possibilities for offload and acceleration of tasks. When combined with a Cortex-A7 processor (not shown) on the ACE port, CCI-400 also allows big.LITTLE operation with full L2 cache coherency between the Cortex-A12 and Cortex-A7 processors. Efficient voltage scaling and power management is enabled with the CoreLink ADB-400 enabling efficient DVFS control of the Cortex-A12 processor.
        CoreLink MMU-500 provides a hardware accelerated, common memory view for all SoC components and minimizes software overhead for virtual machines to get on with other system management functions. In this system, the Cortex-A12 processor also enjoys a secure, optimized path to memory to further enhance its market-leading performance with the aid of CoreLink TZC-400 TrustZone address space controller and DMC solution. All interconnect components and the ARM DMC guarantee bandwidth and latency requirements by utilizing in-built dynamic QoS mechanisms.
        ARM POP™ IP supports the physical implementation of the Cortex-A12 processor and Mali GPU to enable best power, performance, and area so critical to success in the highly competitive mid-range SoC market. ARM CoreSight™ debug and trace on-chip hardware, coupled with the ARM DS-5™ software development toolchain, enable the debug of random, time-related software bugs, and the non-intrusive analysis of critical areas of software. The ARM Development Studio 5 (DS-5TM) toolchain also makes use of performance counters embedded in the processor, graphics processor and interconnect to enable system-wide optimization.
        The ARM Cortex-A12 processor is the highest-performance, mid-range CPU. It is specifically designed for the mid-range mobile market, and is broadly supported by a range of other ARM technology IP including ARM system IP, POP IP and development tools to enable ARM Powered® solutions that contribute to the very best user experience in terms of responsiveness and battery life. At the same time, it allows ARM partners to accelerate time to market for mid-range SoCs, while freeing development time to add their own differentiation. The Cortex-A12 is a highly tuned processor that will bring the performance of high-end mobile devices into mid-range smartphone and tablets, as well as into other great market opportunities we haven’t even considered.
        * Source: Bank of America
        Related Blogs:

        ARM and GLOBALFOUNDRIES to Optimize Next-Generation ARM Mobile Processors for 28nm-SLP Process Technology [press release, June 3, 2013]

        New ARM POP technology provides core-hardening acceleration for Cortex-A12 and Cortex-A7 processors
        Milpitas, Calif. and Cambridge, UK, June 3, 2013 – In conjunction with the launch of the ARM®  Cortex®-A12 processor, ARM and GLOBALFOUNDRIES today announced new power, performance and cost-optimized POP™ technology offerings for the ARM Cortex-A12 and Cortex-A7 processors for GLOBALFOUNDRIES 28nm-SLP High-K Metal Gate (HKMG) process technology. The Cortex-A12 processor was introduced by ARM today as part of a suite of IP targeting the rapidly growing market for mid-range mobile devices.
        The companies will combine ARM’s next-generation mobile processor and POP IP with GLOBALFOUNDRIES 28nm-SLP HKMG process solution, enabling a new level of system performance and power efficiency with the optimum economics necessary to serve the mid-range mobile device market.   The new initiative builds on the existing robust ARM Artisan® physical IP platform and POP IP for the Cortex-A9 processor already available on GLOBALFOUNDRIES 28nm-SLP, signifying another milestone in the multi-year collaboration between ARM and GLOBALFOUNDRIES.
        Central to this increase in functionality for mid-range mobile devices is the new ARM Cortex-A12 processor. The Cortex-A12 processor provides a 40 percent performance uplift and direct upgrade path from the incredibly successful Cortex-A9 processor, while matching the energy efficiency of its predecessor. The Cortex-A12 processor provides best-in-class efficiency as a standalone solution, but additionally supports the innovative big.LITTLE™ processing technology with the Cortex-A7 processor, bringing this energy-efficient technology to the mid-range.  GLOBALFOUNDRIES 28nm-SLP process technology and associated ARM POP IP for the Cortex-A12 processor enables up to 70 percent higher performance (measured single-thread performance) and up to 2x better power efficiency in comparison to a Cortex-A9 processor using 40nm process technology. Designers can achieve even higher performance by trading off for lower power efficiency, depending on their application needs. Click here for more information on the Cortex-A12 processor.
        The newest POP technology enables customers to accelerate core-hardening of Cortex-A12 and Cortex-A7 processors on GLOBALFOUNDRIES 28nm-SLP HKMG process. POP IP for Cortex processors has successfully enabled ARM-based SoCs with more than 30 different licenses since being introduced over three years ago. POP IP is composed of three elements necessary to achieve an optimized ARM processor implementation: core-specific tuned Artisan physical IP logic libraries and memory instances, comprehensive benchmarking reports, and implementation knowledge that detail the methodology used to achieve the result, to enable the end customer to achieve the same implementation quickly and at low risk.
        “With 580 million mid-range smartphones and tablets forecast to be sold in 2015[i], consumers are increasingly looking for the right combination of performance, low power and cost effectiveness,” said Dr. Dipesh Patel, executive vice president and general manager, Physical IP Division at ARM. “With the Cortex-A12 processor and suite of IP announced today, ARM is delivering an optimized system solution leveraging the most innovative technologies available for this market. The POP IP solution on GLOBALFOUNDRIES 28nm-SLP helps designers balance the performance, power and cost tradeoffs to achieve their targets for this growing market.”
        GLOBALFOUNDRIES 28nm-SLP technology is ideally suited for the next generation of smart mobile devices, enabling designs with faster processing speeds, smaller feature sizes, lower standby power and longer battery life. The technology is based on GLOBALFOUNDRIES’ “Gate First” approach to High-K Metal Gate (HKMG), which has been in volume production for more than two years. The technology offers a combination of performance, power efficiency and cost that is ideally suited for the mid-range mobile market.
        “GLOBALFOUNDRIES is committed to a deep relationship with ARM to enable best-in-class solutions for our mutual customers. Our collaboration on the ARM Cortex-A12 processor implementation is a direct result of this focus and collaboration,” said Mike Noonen, executive vice president of Marketing, Sales, Design and Quality at GLOBALFOUNDRIES.
        GLOBALFOUNDRIES’ next-generation 14nm-XM FinFET technology is expected to bring another dimension of enhanced power, performance and area for ARM mobile processors. A Cortex-A9 processor implemented on 14nm-XM technology, using 9-track libraries, is projected to enable a greater than 60 percent increase in frequency at constant power, or a decrease of more than 60 percent in power consumption at constant performance, when compared to implementation on 28nm-SLP technology using 12-track libraries. Similar results are expected for Cortex-A12 processor implementations. Click here for more details on GLOBALFOUNDRIES’ 14nm-XM FinFet technology.
        For further discussions about GLOBALFOUNDRIES process technologies or ARM IP offerings please visit the companies’ respective exhibits at the Design Automation Conference (DAC), June 3-5, 2013 in Austin, Texas. ARM is located in booth 931, and GLOBALFOUNDRIES can be found at booth 1314.

        TSMC’s 16nm FinFET process to be further optimised with Imagination’s PowerVR Series6 GPUs and Cadence design infrastructure

        OR After CPU level optimisation With 28nm non-exclusive in 2013 TSMC tested first tape-out of an ARM Cortex™-A57 processor on 16nm FinFET process technology [‘Experiencing the Cloud’ April 3, 2013] the world #1 foundry decided to further optimise its crucial 16nm FinFET process with the most demanding from implementation point of view PowerVR Series6 GPUs for graphics and compute applications

        Update: TSMC 16nm FinFET to enter mass production within one year after 20nm ramp-up, says Chang [DIGITIMES, April 18, 2013]

        TSMC’s 16nm FinFET process will enter mass production in less than one year after ramping up production of 20nm chips, company chairman and CEO Morris Chang said at an investors meeting today (April 18).

        Chang indicated that TSMC already moved its 20nm process to risk production in the first quarter of 2013. As for 16nm FinFET, the node will be ready for risk production by the year-end, Chang said.

        While stepping up efforts to bring newer nodes online, TSMC has revised upward its 2013 capex to US$9.5-10 billion. The foundry previously set capex for the year at US$9 billion.
        In addition, Chang reiterated his previous remark that production of TSMC’s 28nm wafers and revenues generated from the process in 2013 will triple those of 2012. The node technology will continue to play the major driver of TSMC’s revenue growth in 2013, said Chang, adding that the foundry’s share of the 28nm foundry market will remain high this year.

        The essence:

        … As part of this new phase of their relationship, Imagination will work closely with TSMC to develop highly optimised reference design flows and silicon implementations using Imagination’s industry-leading PowerVR Series6 GPUs combined with TSMC’s advanced process technologies, including 16-nanometer (nm) FinFET process technology.
        Imagination and TSMC R&D teams will also work together to create fully characterised reference system designs, utilizing high bandwidth memory standards and TSMC’s 3D IC technology capability to demonstrate new levels of system performance and capabilities while retaining all the essential characteristics of power, silicon area and small package footprint demanded by high volume mobile SoCs. …

        … “Just as memory drove silicon processes in the ‘80s and ‘90s, and CPUs drove processes further in the late ‘90s and ‘00s, high performance mobile GPUs for graphics and compute applications are one of the major drivers for our most advanced process technologies,” says Dr. Cliff Hou, TSMC Vice President, R&D. “We’re pleased to be working with Imagination, an established leader in mobile and embedded GPU IP, to understand how best to use PowerVR GPUs to work with us to optimize future generations of our most advanced process technologies, and advanced system design techniques.” …

        This close cooperation will significantly help TSMC to reach mass production at 16nm node in H2 2014 at the latest, as shown by the advanced technology ramp-up information at TSMC given below:

        Back in November it was reported that TSMC 16nm FinFET rollout to come earlier than expected, says Digitimes Research analyst [Nov 8, 2012]:

        Taiwan Semiconductor Manufacturing Company (TSMC) is expected to ramp up 20nm production ahead of schedule, and also put its 16nm FinFET process into production far earlier than expected, according to Digitimes Research analyst Nobunaga Chai.
        Chai indicated that information revealed by TSMC at its most-recent investors meeting clearly shows that the foundry has made significant progress in the development of advanced process technology, especially its first FinFET process that will be at 16nm. TSMC’s 16nm FinFET process should be able to enter mass production in less than one year after ramping up production of 20nm chips, Chai predicts.
        Speculation has been circulating that TSMC’s 20nm process will help the foundry attract its first orders for application chips from Apple. Chai said that he expects TSMC’s 16nm FinFET process to play an important role in Apple’s “breakthrough” product. TSMC’s 20nm process is likely to grab orders for Apple’s next processor, which could be merely an upgrade of the existing A6 version.
        During a Q&A session at TSMC’s recent investors meeting, company CFO Lora Ho revealed that the foundry’s 20nm process has received around 50 product tape-outs – about one-fifth of TSMC’s previous tape-outs using 28nm process. Ho added that actual production at the newer node will not kick off until 2014.

        As for 16nm FinFET, TSMC chairman and CEO Morris Chang disclosed that the company expects to start “risk” production of the process in November 2013, followed by mass production a year later.

        and a few days ago came the news that TSMC to install 20nm fab equipment ahead of schedule, says report [DIGITIMES, April 2, 2013]

        Taiwan Semiconductor Manufacturing Company (TSMC) plans to begin installing production equipment at its 20nm-capable facilities on April 20, about two months ahead of schedule, according to a Chinese-language Economic Dailys News (EDN) report.
        Following the equipment move-in, TSMC is expected to tape out SoC products at 20nm around the end of the second quarter with initial capacity of 5,000 12-inch wafer starts per month, the report cited unnamed fab tool suppliers as indicating. The new technology node is set to enter volume production in the third quarter with monthly capacity reaching more than 10,000 wafer starts, the report said.
        TSMC internally set a target of growing its capacity for 20nm products to 30,000-40,000 wafer starts monthly by the end of the first quarter, 2014, the report noted.
        TSMC in April 2012 disclosed that its 20nm technology would begin volume production at Phase 6 of its Fab 12 wafer fab (Hsinchu, northern Taiwan) in 2013, and Phase 5 of Fab 14 (Tainan, southern Taiwan) will be the foundry’s second 20nm-capable fab, which is scheduled to enter volume production in early 2014.
        TSMC also began construction on Phase 3 of Fab 15 (Taichung, central Taiwan) in September 2011. The module will be TSMC’s second gigafab equipped for 20nm process technology. The foundry has not provided a timeframe to volume produce 20nm products at Phase 3 of Fab 15, but already set the initial capacity at 40,000 wafer starts per month.

        The evolution which led to the crucial TSMC-Imagination-Cadence collaboration at the 16nm node was:

        TSMC OIP 2012 – David Harold (Director of PR, Imagination Technologies) interview [chipestimate YouTube channel, Oct 26, 2012]

        Sean O’Kane, Producer/Host ChipEstimate.TV interviews at TSMC OIP (Open Innovation Platform) 2012 John Blyler, Editor-in-Chief, Chip Design and Embedded Intel magazines David Harold, Director of PR, Imagination Technologies. See Latest Imagination Technologies IP at http://www.chipestimate.com/prime-partner/211/Imagination-Technologies-IP-Catalog

        Implementing and Optimising Graphics IP in SoCs [Imagination Technologies presentation at TSMC OIP 2012, Oct 16, 2012] by Steven Riddle

        Abstract

        As major IP blocks such as GPUs increasingly dominate the area, power and performance of next generation SoCs, traditional “Soft IP” fully synthesisable, process-neutral solutions need to be re-evaluated to maintain the optimum balance between maximum portability and maximum performance. In this paper, we will discuss the techniques being used by Imagination and its partners to address some of the highest performance corners of this envelope, and how the characteristics of the latest processes such as 28HPM and beyond are being taken increasingly into account when designing future Soft IP high performance solutions.

        Imagination highlights how GPUs are driving silicon performance and SoC innovation [press release, Oct 16, 2012]

        Imagination’s engineers to present paper on GPU Optimisation Techniques at TSMC’s Open Innovation Platform Forum
        San Jose: Imagination Technologies, a leading multimedia and communications technologies company, observes that the growth in performance of mobile GPUs, such as its PowerVR IP cores, is driving future generations of silicon process and packaging technologies, as well as SoC (system on chip) processing performance across a growing range of markets.
        The GPU’s ability to deliver unprecedented processing horsepower (measured in GFLOPS) whilst also delivering amazing graphics performance per mm2 and per mW, means that GPU capabilities are becoming the dominant force driving heterogeneous processing performance in everything from mobile phones through to TVs, in-car information and entertainment, games consoles and even cloud computing.
        Recognising this trend, Imagination is further developing its roadmaps, architectures and support to ensure its partners can select IP solutions optimized for the latest silicon process and SIP (System in Package) technologies, enabling them to realise the full potential of what GPUs can deliver in SoCs, both for graphics and compute capabilities.
        To help its partners, Imagination is already working with leading silicon foundries to implement high performance mobile GPU-based systems delivering unheard-of levels of memory bandwidth, using the latest PowerVR Series6 GPUs combined with wide I/O memory and advanced 3DIC assembly and process technologies. Imagination is also working with foundries and EDA vendors to ensure that licensees of all of Imagination’s IP (intellectual property) cores can benefit from well-defined tool flows and optimized libraries to achieve the most aggressive speed, area and power consumption targets.
        Reflecting closer ties to key foundries, Imaginations’ engineers will be speaking at the TSMC Open Innovation Platform Forum 2012 in San Jose, CA, on ‘Implementing and Optimising Graphics IP in SoCs’. Imagination will also be demonstrating its latest PowerVR GPU and VPU (video processor) as well as Ensigma RPU (radio processor) and Meta CPU IP technologies at the event (booth 201).

        Says Tony King-Smith, VP marketing, Imagination: “Just as memory drove silicon processes in the ‘80s and ‘90s, and CPUs drove these in the late ‘90s and ‘00s, mobile GPUs are now becoming the most demanding on-chip function driving tomorrow’s advanced SoCs and silicon processes. We see our strengthening relationships with leading foundries, EDA vendors and library providers, as well as strategic activities with industry standards bodies such as HSA Foundation and Khronos Group, as key to ensuring we continue to drive and deliver the leading edge capabilities our customers have come to expect from us.”

        More information:
        Imagination Technologies will boost mobile graphics performance through customization [VentureBeat, Oct 15, 2012]

        … Imagination usually gives a “synthesizable core,” or a ready-to-go finished design, to its chip licensee partners. The partners take that core and incorporate it in their chips and take it to a foundry partner, which makes the chip. The change now will be that Imagination will optimize its cores for a particular foundry’s factory, such as a 28-nanometer manufacturing line at TSMC, so that the resulting chip will be faster and use less power.

        “We’re doing this because our customers are asking for it,” said Tony King-Smith (pictured), vice president of marketing at London-based Imagination Technologies, at a press briefing in San Jose, Calif. “They say they want a chip tuned to a particular foundry.”
        King-Smith said the result would be faster and lower power chips, but he couldn’t quantify how much. …

        Imagination tools graphics cores for 28 nm [EETimes, Oct 15, 2012]

        Imagination is working with EDA tool and library developers as well as foundries to help optimize the physical layout of its GPUs. However, the company currently has no plans to sell hardened macros.
        New capabilities will span a broad range of chip design areas including standard cell libraries, voltage scaling in process nodes and clock-tree optimization, Tony King-Smith, vice president of marketing at Imagination, said here the day before the opening of the TSMC event. “People are asking us to do more process tuning,” said King-Smith. “We will not deviate from our IP being fully synthesizable, however we will complement it more and more with tuned libraries and tool flows.”
        “We are making the design more aware of the process with hints in the design database itselfmost library vendors with an open mind will be talking with us,” King-Smith added.
        Hard macros are rarely used because “no one has the same [chip] floor plan, so it’s better to tune up the flows and libraries so people can harden the designs themselves more effectively,” he added.
        The extent of improvements in reduced power consumption, area or increased performance will vary greatly among design teams, depending on the time they put into the optimizations, he said, declining to provide any hard figures.
        Foundries as well as SoC designers are driving the demand for more optimization, he said.  Most of the effort is now going on at the 28-nm node, but programs have started at 20- and 14/16-nm nodes using FinFETs, he added.
        “The foundries are coming to us when characterizing 28- or 20-nm nodes looking  for reference designs for what will push their processes,” said King-Smith. “Historically, it has been memory and processors [in that role but] now GPUs are consuming the most area and power on the chip,” he said.

        Imagination Optimizes its IP Capabilities with TSMC on Latest Silicon Process Technologies [press release, June 14, 2012]

        Imagination Technologies, a leading multimedia and communications technologies company, announced its collaboration with TSMC to ensure that licensees of all of Imagination’s IP (intellectual property) cores can optimize speed, area and power consumption on TSMC’s most advanced 28nm and below processes.
        By bringing together engineers from both companies, this collaboration aims to improve power, performance, and area by co-optimising TSMC process technologies and foundation IPs with Imagination’s most advanced IP cores, including its latest PowerVR GPUs.
        Imagination, a member of TSMC’s Soft-IP Alliance program, is making this announcement as part of a closer relationship with TSMC. Imagination intends to validate its IP cores through the TSMC Soft-IP Alliance program.
        Imagination’s IP core families in this collaboration include:
        • PowerVR graphics, the de facto standard for mobile, embedded and computing graphics
        • PowerVR video and display, the comprehensive and widely adopted range of multistandard decoder, encoder and enhancement cores for applications from mobile to ultra-HD
        • Ensigma communications, the multi-standard programmable communications and connectivity technology for TV, radio, Wi-Fi and Bluetooth
        • Meta processors, the advanced 32-bit hardware multi-threaded processor architecture that delivers the best in both general purpose and signal processing performance
        Imagination is one of the world’s leading semiconductor IP suppliers, with cores which can be synthesised for a broad range of silicon processes. As more customers use Imagination’s IP cores to deliver the key high performance processing on their SoCs (System on Chip), Imagination plays a key role in the semiconductor IP segment to deliver the levels of performance demanded by leading edge customers.
        Says Tony King-Smith, VP marketing, Imagination: “Many of our licensees rely on TSMC to provide them with leading edge low power, high performance silicon foundry capabilities. This strengthening of our relationship with TSMC reflects our determination to deliver the best possible SoC solutions on the latest silicon processes for our SoC IP licensing partners. We believe this initiative will ensure that Imagination’s licensees to continue to push the boundaries of what is possible for future generations of advanced SoCs.”
        Says Mark Dunn, VP of IMGWorks, Imagination’s SoC implementation group: “The characteristics of the latest processes such as 28HPM and beyond have to be taken increasingly into account when designing future high performance IP-based solutions. As major blocks such as GPUs increasingly dominate the area, power and performance of next generation SoCs, design flows need to be tuned to maintain the optimum balance between maximizing IP portability and achieving the best possible performance. We believe this extensive engineering partnership will greatly benefit all of our IP partners.”
        “We are delighted to be working with Imagination to deliver the full benefits of TSMC’s latest and most advanced processes for mobile and embedded applications,” says Suk Lee, Senior Director of Design Infrastructure Marketing Division, TSMC.  “By leveraging Imagination’s leadership position in the market, we can help our customers to ship the most highly optimised SoCs.”

        Imagination and TSMC Strengthen Technology Collaboration [press release, March 25, 2013]

        TSMC optimising 16nm FinFET design flows using PowerVR GPUs to drive mobile performance
        Kings Langley and Hsinchu – March 25, 2013 – TSMC (TWSE: 2330, NYSE: TSM) and Imagination Technologies (LSE: IMG.L), a leading multimedia, processor, communications and cloud technologies company, today announced the next phase of their technology collaboration.
        As part of this new phase of their relationship, Imagination will work closely with TSMC to develop highly optimised reference design flows and silicon implementations using Imagination’s industry-leading PowerVR Series6 GPUs combined with TSMC’s advanced process technologies, including 16-nanometer (nm) FinFET process technology.
        Imagination and TSMC R&D teams will also work together to create fully characterised reference system designs, utilizing high bandwidth memory standards and TSMC’s 3D IC technology capability to demonstrate new levels of system performance and capabilities while retaining all the essential characteristics of power, silicon area and small package footprint demanded by high volume mobile SoCs.
        As GPUs increasingly dominate the area, power and performance of next generation SoCs and the options available to designers using advanced silicon processes become more complex, design flows and libraries need to be optimally tuned to enable design teams to achieve the best possible performance, power consumption and silicon area in ever more demanding timescales. To address these challenges, Imagination and TSMC are investigating how the characteristics of the latest processes, such as 16FinFET, influence the design of high performance IP-based SoCs.
        Says Hossein Yassaie, CEO of Imagination: “Many of our licensees rely on TSMC to provide them with leading edge low power, high performance silicon foundry capabilities. Through advanced projects initiated under this partnership, Imagination and TSMC are working together to showcase how SoCs will transform the future of mobile and embedded products. We are delighted to announce our strengthening relationship with TSMC, and look forward to seeing the fruits of these projects benefiting our many mutual customers.”

        “Just as memory drove silicon processes in the ‘80s and ‘90s, and CPUs drove processes further in the late ‘90s and ‘00s, high performance mobile GPUs for graphics and compute applications are one of the major drivers for our most advanced process technologies,” says Dr. Cliff Hou, TSMC Vice President, R&D. “We’re pleased to be working with Imagination, an established leader in mobile and embedded GPU IP, to understand how best to use PowerVR GPUs to work with us to optimize future generations of our most advanced process technologies, and advanced system design techniques.”

        Imagination IP cores for next generation SoCs
        Imagination is a member of TSMC’s Soft-IP Alliance program, through which it has begun to validate all of its major IP core families so that TSMC’s customers can take full advantage of the results of this collaboration. Imagination’s IP portfolio is unrivalled in its breadth, including:
        • PowerVR GPU (graphics processor) Series5, 5XT and 6 (‘Rogue’): the most widely shipped for mobile and embedded graphics and GPU Compute
        • PowerVR VPU (video processor) Series3 and 4: the industry’s most widely deployed range of multi-standard video decoder and encoder cores for applications from mobile to ultra-HD
        • Ensigma RPU (radio processor) Series3 and 4: the multi-standard programmable communications and connectivity technology for TV, radio, Wi-Fi and Bluetooth
        • MIPS CPU and embedded processors: advanced processor architectures featuring hardware multi-threading that deliver class-leading performance from high end Android-based applications processors down to small yet highly efficient embedded processors

        Cadence and TSMC Strengthen Collaboration on Design Infrastructure for 16nm FinFET Process Technology [press release, April 8, 2013]

        Cadence Design Systems, Inc. (NASDAQ: CDNS), today announced an ongoing multi-year agreement with TSMC to develop the design infrastructure for 16-nanometer FinFET technology, targeting advanced node designs for mobile, networking, servers and FPGA applications. The deep collaboration, beginning earlier in the design process than usual, will effectively address the design challenges specific to FinFETs – from design analysis through signoff – and will deliver the infrastructure necessary to enable ultra low-power, high-performance chips.
        FinFETs help deliver the power, performance, and area (PPA) advantages that are needed to develop highly differentiated SoC designs at 16 nanometers and smaller process technologies. Unlike a planar FET, the FinFET employs a vertical fin-like structure protruding from the substrate with the gate wrapping around the sides and top of the fin, thereby producing transistors with low leakage currents and fast switching performance. This extended Cadence-TSMC collaboration will produce the design infrastructure that chip designers need for accurate electrical characteristics and parasitic models required for advanced FinFET designs for mobile and enterprise applications.
        The FinFET device requires greater accuracy, from analysis through signoff, and that is why TSMC is teaming with Cadence on this project,” said Suk Lee, TSMC Senior Director, Design Infrastructure Marketing Division. “This collaboration will enable designers to use the new process technology with confidence earlier than ever before, allowing our mutual customers to meet their power, performance and time-to-market goals.”
        Producing the design infrastructure necessary for these types of complex, groundbreaking processes requires close collaboration between foundries and EDA technology innovators,” said Chi-Ping Hsu, senior vice president, Silicon Realization Group at Cadence. “In joining with TSMC, a leader in FinFET technology, Cadence brings unique technology innovations and expertise that will provide designers with the FinFET design capabilities they need to bring high-performance, power-efficient products to market.”
        About Cadence
        Cadence enables global electronic design innovation and plays an essential role in the creation of today’s integrated circuits and electronics. Customers use Cadence software, hardware, IP, and services to design and verify advanced semiconductors, consumer electronics, networking and telecommunications equipment, and computer systems. The company is headquartered in San Jose, Calif., with sales offices, design centers, and research facilities around the world to serve the global electronics industry. More information about the company, its products, and services is available at www.cadence.com.

        With 28nm non-exclusive in 2013 TSMC tested first tape-out of an ARM Cortex™-A57 processor on 16nm FinFET process technology

        Cortex-A57?

        – 3x performance of 2012 superphones
        – 64-bit support for future consumer apps + current and future enterprise apps
        – Scalable beyond 16 cores

        First Cortex-A50 series chips available from 2014

        Update: TSMC 16nm FinFET to enter mass production within one year after 20nm ramp-up, says Chang [DIGITIMES, April 18, 2013]

        TSMC’s 16nm FinFET process will enter mass production in less than one year after ramping up production of 20nm chips, company chairman and CEO Morris Chang said at an investors meeting today (April 18).

        Chang indicated that TSMC already moved its 20nm process to risk production in the first quarter of 2013. As for 16nm FinFET, the node will be ready for risk production by the year-end, Chang said.

        While stepping up efforts to bring newer nodes online, TSMC has revised upward its 2013 capex to US$9.5-10 billion. The foundry previously set capex for the year at US$9 billion.

        In addition, Chang reiterated his previous remark that production of TSMC’s 28nm wafers and revenues generated from the process in 2013 will triple those of 2012. The node technology will continue to play the major driver of TSMC’s revenue growth in 2013, said Chang, adding that the foundry’s share of the 28nm foundry market will remain high this year.

        Nandan Nayampally highlights the ARM® Cortex™-A57 processor [ARMflix YouTube channel, Oct 30, 2012]

        Nandan Nayampally highlights the ARM® Cortex™-A57 processor, ARM’s highest performing processor, designed to further extend the capabilities of future mobile and enterprise computing applications including compute intensive 64-bit applications such as high end computer, tablet and server products.

        Introductory information: ARM information page [‘Experiencing the Cloud’, Feb 5, 2013]

        TSMC?

        TSMC reports big Q4 net profit jump [Formosa EnglishNews YouTube channel, Jan 18, 2013]

        TSMC held its quarterly investor conference today, and the news was all good. The world’s biggest contract chip maker reported a huge rise in fourth quarter profit because of the boom in mobile devices, and it expects sales growth of 15-20 percent in 2013. TSMC Chairman Morris Chang had reason to be happy. Profits in the fourth quarter of 2012 not only rose 32 percent, but the company set highs for consolidated sales and income for the year as whole. And Chang was optimistic about this year. Morris Chang TSMC Chairman We estimate that global economic growth will be 2.6 percent in 2013, which is higher than the growth rate last year.Chang also predicted that Taiwan’s chip makers would see sales grow 7 percent this year. The company’s chief financial officer Lora Ho said strong demand for chip

        Morris Chang with Jen-Hsun Huang [ComputerHistory YouTube channel, Nov 15, 2007]

        Important note: The video was recorded in 2007, so an important addition has to be given in a preceding note from Morris Chang Wikipedia article:
        … In 2005, he handed TSMC’s CEO position to Rick Tsai.
        As of June 2009, Chang has returned to the position of TSMC‘s CEO once again [because things were not going well]. …
        [Recorded Oct 17, 2007] A rare and fascinating conversation with one of the most innovative semiconductor pioneers and esteemed business leaders of our time. Born in Ningbo (Zhejiang province), China, in 1931, Dr. Morris Chang is the founding chairman of the Taiwan Semiconductor Manufacturing Company, Ltd. (TSMC), a revolutionary enterprise he founded in 1987. TSMC is a dedicated silicon foundry, an independent factory available to anyone for producing integrated circuits. Using this approach, both entrepreneurs and established semiconductor companies could avoid having to build their own semiconductor factories and focus instead on circuit features and system-level product design as the source of value. From 1958 to 1983, Chang worked at Texas Instruments (TI), rising to group vice president for its worldwide semiconductor business. Under Chang’s leadership, TI emerged as the world’s leading producer of integrated circuits. During his tenure the company also pioneered high-volume production of consumer products including calculators, digital watches, and the popular “Speak & Spell” electronic toy. In 1983, Chang left TI to become president and chief operating officer at General Instrument Corporation. After a year at General Instrument, Chang was recruited by the Taiwanese government to spearhead that country’s industrial research organization, the Industrial Technology Research Institute (ITRI). While there, he focused on issues relating to using technology to advance Taiwan’s larger social and economic goals. It was in this capacity that Chang founded TSMC. In 1998, Chang was named by Business Week magazine as one of the Top 25 Managers of the Year and one of the Stars of Asia. In 2000, he received the IEEE Robert N. Noyce Award for exceptional contributions to the microelectronics industry. In 2005, he won the Nikkei Asia Prize for Regional Growth. On October 16, 2007, Chang will be inducted as a Fellow of the Computer History Museum. Chang is a Life Member Emeritus of MIT Corporation, a member of the U.S. National Academy of Engineering, and serves on the advisory boards of the New York Stock Exchange, Stanford University, and the University of California at Berkeley. Chang holds B.S. and M.S. degrees in mechanical engineering from M.I.T. (1952, 1953), and a Ph.D. in electrical engineering from Stanford University (1964). He also holds honorary doctorates from seven universities. This talk was with Jen-Hsun Huang, co-founder, president and CEO of NVIDIA Corporation.

        The essence of TSMC’s contract chip manufacturing operation, as it stands now, can be summarized by this diagram (more information around that is in the excepts included towards the end of this post from TSMC’s Annual Report released on April 2, 2013):

        image

        And here is another essential introductory information about TSMC:
        TSMC OIP [Open Innovation Platform] 2012 – Sit down with Suk Lee, TSMC [chipestimate YouTube channel, Oct 26, 2012]

        Sean O’Kane, Producer/Host ChipEstimate.TV interviews at TSMC OIP [Open Innovation Platform] 2012 Suk Lee, Sr. Director, Design Infrastructure Marketing Division, TSMC

        Investing in FinFET Technology Leadership Presented by ARM [ARMflix YouTube channel, Nov 12, 2012]

        As the industry heads down the advanced technology curve, there’s a lot of interest around the benefits of FinFET technology over existing planar CMOS transistors. In this video, Dr. Rob Aitken, R&D Fellow at ARM, discusses the need for new transistor technologies and how FinFET may be a solution.

        Background information:
        The future of the semiconductor IP ecosystem [‘Experiencing the Cloud’, Dec 13, 2012]
        ARM information page [‘Experiencing the Cloud’, Feb 5, 2013]

        Next-generation Solutions: One Size does not Fit All by Nandan Nayampally, Director of Apps Processor Products, Processor Division, ARM [ARMflix YouTube channel, Jan 3, 2013]

        Nandan Nayampally, Director of Apps Processor Products, Processor Division of ARM gives keynote at ARM Hsinchu Technical Symposium 2012. Presentation title: Next-generation Solutions: One Size does not Fit ALL

        ARM TechCon 2012 – Simon Segars Keynote launching the Cortex-A53 and Cortex-A57 processors [ARMflix YouTube channel, Oct 30, 2012]

        Background information:
        ARM information page [‘Experiencing the Cloud’, Feb 5, 2013]
        Cortex-A57 Processor [ARM microsite, Oct 30, 2012]
        ARM Cortex-A57 – So Big is Relative but How Relative is Your Big? [SoC Design blog of ARM, Oct 30, 2012]
        ARM TechCon 2012 Day 1 – Cortex-A50 Launch, Panel Discussion and Busy Sessions [ARM Events blog, Oct 31, 2012]
        big.LITTLE in 64-bit [SoC Design blog of ARM, Nov 1, 2012]
        Cortex-A57 – Connected Community – ARM [ARM community page, Nov 12, 2012]

        Finally here is the press release describing the news summarized by me in the headline of this post as “With 28nm non-exclusive in 2013 TSMC tested first tape-out of an ARM Cortex™-A57 processor on 16nm FinFET process technology”:

        ARM and TSMC Tape Out First ARM Cortex-A57 Processor [joint press release, April 2, 2013]

        Hsinchu, Taiwan and Cambridge, UK – April 2, 2013 – ARM and TSMC (TWSE: 2330, NYSE: TSM) today announced the first tape-out of an ARM® Cortex™-A57 processor on FinFET process technology. The Cortex-A57 processor is ARM’s highest performing processor, designed to further extend the capabilities of future mobile and enterprise computing, including compute intensive applications such as high-end computer, tablet and server products. This is the first milestone in the collaboration between ARM and TSMC to jointly optimize the 64-bit ARMv8 processor series on TSMC FinFET process technologies. The two companies cooperated in the implementation from RTL to tape-out in six months using ARM Artisan® physical IP, TSMC memory macros, and EDA technologies enabled by TSMC’s Open Innovation Platform® (OIP) design ecosystem.
        ARM and TSMC’s collaboration produces optimized, power-efficient Cortex-A57 processors and libraries to support early customer implementations on 16nm FinFET for high-performance, ARM technology-based SoCs.
        “This first ARM Cortex-A57 processor implementation paves the way for our mutual customers to leverage the performance and power efficiency of 16nm FinFET technology,” said Tom Cronk, executive vice president and general manager, Processor Division, ARM. “The joint effort of ARM, TSMC, and TSMC’s OIP design ecosystem partners demonstrates the strong commitment to provide industry-leading technology for customer designs to benefit from our latest 64-bit ARMv8 architecture, big.LITTLE™ processing and ARM POP™ IP across a wide variety of market segments.”
        “Our multi-year, multi-node collaboration with ARM continues to deliver advanced technologies to enable market-leading SoCs across mobile, server, and enterprise infrastructure applications,” said Dr. Cliff Hou, TSMC Vice President of R&D. “This achievement demonstrates that the next-generation ARMv8 processor is FinFET-ready for TSMC’s advanced technology.”
        This announcement highlights the enhanced and intensified collaboration between ARM and TSMC. The test chip was implemented using a commercially available 16nm FinFET tool chain and design services provided by the OIP ecosystem and ARM Connected Community partners. This successful collaborative milestone is confirmation of the roles that TSMC’s OIP and ARM’s Connected Community play in promoting innovation for the semiconductor design industry.
        About ARM
        ARM designs the technology that lies at the heart of advanced digital products, from wireless, networking and consumer entertainment solutions to imaging, automotive, security and storage devices. ARM’s comprehensive product offering includes RISC microprocessors, graphics processors, video engines, enabling software, cell libraries, embedded memories, high-speed connectivity products, peripherals and development tools. Combined with comprehensive design services, training, support and maintenance, and the company’s broad Partner community, they provide a total system solution that offers a fast, reliable path to market for leading electronics companies. Find out more about ARM by following these links:
        • ARM website: http://www.arm.com/
        • ARM Connected Community: http://www.arm.com/community/
        • ARM Blogs: http://blogs.arm.com/
        • ARMFlix on YouTube: http://www.youtube.com/user/ARMflix
        ARM on Twitter:
        http://twitter.com/ARMMobile
        http://twitter.com/ARMCommunity
        http://twitter.com/ARMEmbedded
        http://twitter.com/ARMLowPwr
        http://twitter.com/KeilTools
        http://twitter.com/ARMMultimedia
        About TSMC
        TSMC is the world’s largest dedicated semiconductor foundry, providing the industry’s leading process technology and the foundry’s largest portfolio of process-proven libraries, IPs, design tools and reference flows. The Company’s managed capacity in 2012 totaled 15.1 million (8-inch equivalent) wafers, including capacity from three advanced 12-inch GIGAFAB™ facilities, four eight-inch fabs, one six-inch fab, as well as TSMC’s wholly owned subsidiaries, WaferTech and TSMC China, and its joint venture fab, SSMC. TSMC is the first foundry to provide 28nm production capabilities. TSMC’s corporate headquarters are in Hsinchu, Taiwan. For more information about TSMC please visit http://www.tsmc.com.
        # # #

        Form 20-F Filings with U.S. SEC (4/2/2013) for Taiwan Semiconductor Manufacturing Company Limited (TSMC 台積公司) [TSMC, April 2, 2013]

        ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934
        For the fiscal year ended December 31, 2012

        … Over the years, our customer profile and the nature of our customers’ business have changed dramatically. While we generate revenue from hundreds of customers worldwide, our ten largest customers accounted for approximately 54%, 56% and 59% of our net sales in 2010, 2011 and 2012, respectively. Our largest customer accounted for 9%, 14% and 17% of our net sales in 2010, 2011 and 2012, respectively. …

        … We believe we are currently the world’s largest dedicated foundry in the semiconductor industry. We were founded in 1987 as a joint venture among the R.O.C. government and other private investors and were incorporated in the R.O.C. on February 21, 1987. …

        As a foundry, we manufacture semiconductors using our manufacturing processes for our customers based on their own or third parties’ proprietary integrated circuit designs. We offer a comprehensive range of wafer fabrication processes, including processes to manufacture CMOS logic, mixed-signal, radio frequency, embedded memory, BiCMOS mixed-signal and other semiconductors. We estimate that our revenue market segment share among total foundries worldwide was 45% in 2012. We also offer design, mask making, bumping, probing, assembly and testing services.

        We believe that our large capacity, particularly for advanced technologies, is a major competitive advantage. Please see “— Manufacturing Capacity and Technology” and “— Capacity Management and Technology Upgrade Plans” for a further discussion of ourcapacity.

        We count among our customers many of the world’s leading semiconductor companies, ranging from fabless semiconductor and system companies such as Advanced Micro Devices, Inc., Altera Corporation, Broadcom Corporation, Marvell Semiconductor Inc., MediaTek Inc., NVIDIA Corporation, OmniVision Technologies and Qualcomm Incorporated, to integrated device manufacturers such as LSI Corporation, STMicroelectronics and Texas Instruments Inc. Fabless semiconductor and system companies accounted for approximately 85%, and integrated device manufacturers accounted for approximately 15% of our net sales in 2012.

        We manufacture semiconductors on silicon wafers based on proprietary circuitry designs provided by our customers or third party designers. Two key factors that characterize a foundry’s manufacturing capabilities are output capacity and fabrication process technologies. Since our establishment, we have possessed the largest capacity among the world’s dedicated foundries. We also believe that we are the technology leader among the dedicated foundries in terms of our net sales of advanced semiconductors with a resolution of 65-nanometer and below, and are one of the leaders in the semiconductor manufacturing industry generally. We are the first semiconductor foundry with proven low-k interconnect technology in commercial production from the 0.13 micron node down to 28-nanometer node. Following our commercial production based on 65-nanometer process technology in 2006, we also unveiled 55-nanometer process technology in 2007. Our 65-nanometer and 55-nanometer technologies are the third-generation proprietary processes that employ low-k dielectrics. In 2008, we also qualified our 45-nanometer and 40-nanometer process technologies with ultra low-k dielectrics and advanced immersion lithography. In the fourth quarter of 2011, we have begun volume production of 28-nanometer products with first-generation high-k/metal gate transistor. In 2012, we continued 20-nanometer technology development to provide migration path from 28-nanometer for both performance driven products and mobile computing applications.

        Our capital expenditures in 2010, 2011 and 2012 were NT$186,944 million, NT$213,963 million and NT$246,137 million (US$8,322 million, translated from a weighted average exchange rate of NT$29.577 to US$1.00), respectively. Our capital expenditures in 2013 are expected to be approximately US$9 billion, which, depending on market conditions, may be adjusted later. Prior to 2012, our capital expenditures were funded by our operating cash flow. Starting 2012, our capital expenditures were partially funded by the issuance of corporate bonds. The capital expenditures for 2013 are also expected to be funded in similar ways as in 2012. In 2013, we anticipate our capital expenditures to focus primarily on the following:

        • adding production capacity to our 300mm wafer fabs;
        • developing new process technologies in 20-nanometer, and 16-nanometer nodes;
        • expanding buildings/facilities for Fab 12, Fab 14 and Fab 15;
        • other research and development projects;
        • capacity expansion for mask and backend operations; and
        • solar and solid state lighting businesses.

        … We plan to continue to invest significant amounts on research and development in 2013, with the goal of maintaining a leading position in the development of advanced process technologies. Our research and development efforts have allowed us to provide our customers access to certain advanced process technologies, such as 65-nanometer, 55-nanometer, 45-nanometer, 40-nanometer and 28-nanometer technology for volume production, prior to the implementation of those advanced process technologies by many integrated device manufacturers and our competitors. In addition, we expect to advance our process technologies further down to 20/16-nanometer and below in the coming years to maintain our technology leadership. We will also continue to invest in research and development for our mainstream technologies offerings to provide function-rich process capabilities to our customers.

        We manufacture a variety of semiconductors based on designs provided by our customers. Our business model is commonly called a “dedicated semiconductor foundry.” The foundry segment of the semiconductor industry as a whole experienced rapid growth over the last 26 years since our inception. As the leader of the foundry segment of the semiconductor industry, our net sales and net income were NT$419,538 million and NT$161,605 million in 2010, NT$427,081 million and NT$134,201 million in 2011, and NT$506,249 million (US$17,427 million) and NT$166,159 million (US$5,720 million) in 2012, respectively. The sales in 2011 increased slightly by 1.8% from 2010, mainly due to growth in customer demand and more favorable product mix, partially offset by the effect of U.S. dollar depreciation. Our sales in 2012 increased by 18.5% from 2011, mainly due to continuous growth in customer demand and increase in sales of our 28-nanometer products, which commanded a higher selling price.

        Technology Migration.

        Our operations utilize a variety of process technologies, ranging from mainstream process technologies of 0.5 micron or above circuit resolutions to advanced process technologies of 28-nanometer circuit resolutions. The table below presents a breakdown of wafer sales by circuit resolution during the last three years:

        Percentage of total wafer revenue (1) for the year ended December 31

        Resolution

        2010

        2011

        2012

        28-nanometer

        1%

        12%

        40/45-nanometer

        17%

        26%

        27%

        65-nanometer

        29%

        29%

        23%

        90-nanometer

        14%

        9%

        9%

        0.11/0.13 micron

        12%

        8%

        6%

        0.15 micron

        4%

        6%

        4%

        0.18 micron

        13%

        12%

        11%

        0.25 micron

        4%

        4%

        4%

        0.35 micron

        4%

        3%

        2%

        ≥0.5 micron

        3%

        2%

        2%

        Total

        100%

        100%

        100%

        (1) Percentages represent wafer revenue by technology as a percentage of total revenue from wafer sales, which exclude revenue associated with design, mask making, probing, and testing and assembly services. Total wafer revenue excludes sales returns and allowances.

        Our gross margin fluctuates with the level of capacity utilization, price change and product mix, among other factors. In 2012, our gross margin increased to 48.1% of net sales from 45.4% of net sales in 2011. The higher margin in 2012 was primarily due to higher capacity utilization and cost reductions, which contributed favorably to our gross margin by 5.5 and 2.8 percentage points, respectively, partially offset by price decline and higher portion of wafer sales in 28-nanometer technology bearing lower than corporate average margins at initial production stage, which negatively impacted our gross margin by 5.3 percentage points.

        Research and development expenditures increased by NT$6,572 million in 2012, or 19.4%, from 2011, mainly due to a higher level of research activities for 20-nanometer technologies and higher employee profit sharing expenses and bonus. In 2011, research and development expenditures increased by NT$4,123 million, or 13.9%, from 2010, mainly due to higher spending in developing 20-nanometer technology, partially offset by lower employee profit sharing expenses and bonus. We plan to continue to invest significant amounts in research and development in 2013.

        Capital expenditures in 2012 were primarily related to:

        • adding production capacity to 300mm wafer fabs;
        • developing process technologies including 20-nanometer node and below;
        • expanding buildings/facilities for Fab 12, Fab 14 and Fab 15;
        • other research and development projects;
        • capacity expansion for mask and backend operations; and
        • solar and solid state lighting businesses

        Employees

        The following table sets out, as of the dates indicated, the number of our full-time employees serving in the capacities indicated.

        As of December 31

        Function

        2010

        2011(1)

        2012(1)

        Managers

        3,142

        3,601

        3,865

        Professionals

        12,729

        13,665

        15,844

        Assistant Engineers/Clericals

        2,650

        2,796

        3,079

        Technicians

        14,711

        15,395

        16,479

        Total

        33,232

        35,457

        39,267

        The following table sets out, as of the dates indicated, a breakdown of the number of our full-time employees by geographic location:

        Location of Facility and Principal Offices as of December 31

         

        2010

        2011(1)

        2012(1)

        Hsinchu Science Park, Taiwan

        20,703

        20,107

        21,534

        Southern Taiwan Science Park, Taiwan

        9,158

        9,041

        8,964

        Central Taiwan Science Park, Taiwan

        29

        1,410

        3,558

        Taoyuan County, Taiwan

        1,333

        1,378

        China

        1,903

        2,134

        2,353

        North America

        1,355

        1,343

        1,395

        Europe

        48

        53

        50

        Japan

        32

        32

        32

        Korea

        4

        4

        3

        Total

        33,232

        35,457

        39,267

        (1) Including employees of our non-wholly owned subsidiaries, Xintec Inc. and Mutual-Pak Technology Co., Ltd., since 2011.

        As of December 31, 2012, our total employee population was 39,267 with an educational makeup of 3.6% Ph.Ds, 34.4% masters, 25.9% university bachelors, 12.8% college degrees and 23.3% others. Among this employee population, 50.2% were at a managerial or professional level. …

        Major Shareholders

        The following table sets forth certain information as of February 28, 2013, with respect to our common shares owned by (i) each person who, according to our records, beneficially owned five percent or more of our common shares and by (ii) all directors and executive officers as a group.

        Names of Shareholders

        Number of Common Shares Owned

        Percentage of Total Outstanding Common Shares

        National Development Fund

        1,653,709,980

        6.38%

        Capital World Investors

        1,488,857,477

        5.74%

        Directors and executive officers as a group

        291,940,745

        1.13%

        The future of the semiconductor IP ecosystem

        December 13 Report:
        – Intel’s next-gen SoC manufacturing process will be able to deliver the next Bay Trail Atom only for 2014 products (with higher end Haswell for H2 2013), and it is just a 26nm process in terminology used by the foundry industry not a 22nm one touted by Intel

        Lesson from that: Intel may speak about its “22 nm SoC process” but given the late entry of its 32nm SoC process Atom product (Cover Trail) it would be better to assume that with Windows 8 tablets based on that it will affect only the 2014 tablet market, not earlier. This is what the latest leaks are suggesting as well. Meanwhile expect a low-power Haswell ULT based tablet PC push in the H2 2013 as described already in my Intel Haswell: “Mobile computing is not limited to tiny, low-performing devices” [Nov 15 – Dec 11, 2012] post. As for the next year the real question is Can VIA Technologies save the mobile computing future of the x86 (x64) legacy platform? [this same blog of mine, Nov 23, 2012] For this watch what Allwinner vis-à-vis HTC on 2013 International CES [this same blog of mine, Dec 11, 2012] could bring in that respect, something much more than what is described in Allwinner A31 SoC is here with products and the A20 SoC is coming [USD 99 Allwinner blog of mine, Dec 10, 2012] or in $99 Android 4.0.3 7” IPS tablet with an Allwinner SoC capable of 2160p Quad HD and built-in HDMI–another inflection point, from China again [this same blog, Dec 3, 2012].    

        – end of life of planar transistor and need to move to FinFET, but meanwhile FD-SOI to the rescue
        – ARM Physical IP division via its upcoming IP is preparing with its foundry partners (TSMC, GLOBALFOUNDRIES and Samsung) an easier transition to FinFET

        September 27 report:
        – TSMC’s View of the Semiconductor IP Ecosystem
        – Overall semiconductor IP market overview
        – The CEVA case
        – When sticking with the “Goliath”: ARM Holdings Plc
        – When sticking with a “David”: CAST Inc.

        Note: I am not discussing at all the most important development of the 64-bit ARM introductions as will devote to it a separate composite trend-tracking post on this blog.

        Warning: These two reports are rather comprehensive and extensive on the given subject. When you will read these through your reward will be a deep and wide ranging understanding of this most actual issue for understanding the upcoming very dramatic changes in the further development of the whole ICT industry. To illustrate only some of the most related topics here is a copy of tags for this post:
        14 nm, 14nm, 20 nm, 20nm, 22 nm, 22nm, 28 nm, 28nm, 3D devices, Allwinner, AndesCore, ARM Artisan IP, ARM Holdings, ARM Physical IP division, Artisan Physical IP Platform,Atom, BA22-AP, Bay Trail, Beyond BA22, big.LITTLE Processing, bulk CMOS, CAST Inc., CAST IP, CEVA, choice IP partner, Cortex A15, Cortex-A7, EnSilica eSi-3250, Fastec Imaging Corporation, Fastec TS3, FD-SOI, finFET,foundries, foundry and IP business model, foundry business, Freescale, Freescale ColdFire, general-purpose foundry business, GlobalFoundries, Haswell, Haswell-ULT, in-house IP blocks, inflection points, Intel, Intellectual Property, interface products, Internet of Things, IOT, IP suppliers, Kinetis, LEON3, licensable IP blocks, Lincroft, logic products, mainstream CMOS, Mali, MarketsandMarkets, MediaTek, memory compilers, MIPS32, mobile computing,Motomic, MT6588, MT6589, OpenRISC, planar transistor, POP, prime IP partners, Processor Optimization Pack,reusable subsystems, Samsung, semiconductor design, semiconductor intellectual property market, semiconductor IP, semiconductor IP ecosystem, semiconductor IP market, semiconductor IP revenue, silicon IP market, SoC manufacturing process, SoC process, Sodaville, SOI, standard cells, standard industry IP blocks, STMicroelectronics,system IP, tablet PC, transistor designs, Tri-Gate, Tri-Gate transistor, TSMC, TSMC IP Alliance, TSMC IP portfolio,TSMC Soft-IP Alliance, UMC, VIA Technologies, Z670


        December 13 Report

        – Intel’s next-gen SoC manufacturing process will be able to deliver the next Atom only for 2014 products (with higher end Haswell for H2 2013), and it is just a 26nm process in terminology used by the foundry industry not a 22nm one touted by Intel

        Intel progressing in development of 14nm technology, says CTO [DIGITIMES, Dec 5, 2011]

        Intel CTO Justin Rattner on December 4 said that Intel’s development of 14nm technology is on schedule with volume production to kick off in one to two years and development of 18-inch wafers is under way through cooperation with partners.

        Rattner also noted that Intel’s aggressiveness over technology advancement will allow Moore’s Law to extend for another 10 years.

        At the end of 2013, Intel will enter the generation of 14nm CPUs (P1272) and SoCs (1273), while expanding its investments at its D1X Fab in Oregon, and Fab 42 in Arizona, the US and Fab 24 in Ireland, and will gradually enter 10nm, 7nm and 5nm process generations starting 2015.

        As for Intel’s competitors, Samsung is already set to enter 20nm in 2013 and is already working on its 14nm node, while Taiwan Semiconductor Manufacturing Company’s (TSMC) 20nm process [planar, i.e bulk CMOS, see below] will enter small volume production in the second half of 2013 with the first 3D-based FPGA chips to also start.

        Globalfoundries has previously announced its 14nm FinFET process will start pilot production at the end of 2013 and enter mass production in 2014.

        As for 18-inch wafers, Intel has invested in Holland-based ASML for its EUV technology, and related technologies are expected to start entering production in 2017.

        Intel Has No Process Advantage In Mobile, says ARM CEO [Mannerisms on Electronics Weekly, Oct 24, 2012]

        Intel has no advantage in IC manufacturing when it comes to manufacturing processes used for mobile ICs, Warren East, CEO of ARM, tells EW.

        “This time last year there was a lot of noise from the Intel camp about their manufacturing superiority,” says East, “we’re sceptical about this because, while the ARM ecosystem was shipping on 28nm, Intel was shipping on 32nm. So I don’t see where they’re ahead.”

        Furthermore, with the foundries accelerating their process development timescales, it looks increasingly unlikely that Intel will be able to find any advantage on mobile process technology in the future.

        “We’re supporting all the independent foundries,” says East. That includes 20nm planar bulk CMOS and 16nm finfet at TSMC; 20nm planar bulk CMOS and 14nm finfet at Samsung and 20nm planar bulk CMOS, 20nm FD-SOI and 14nm finfet at Globalfoundries.

        It gives the ARM ecosystem a formidable array of processes to choose from. “I’m no better equipped to judge which of these processes will be more successful than anyone else,” says East, “our approach is to be process agnostic.”

        The important thing is that the foundries’ process roadmap is on track to intersect Intel’s at 14nm.

        14nm will be the first process at which Intel intends to put mobile SOCs to the front of the node i.e. putting them among the first ICs to be made on a new process.

        Asked if the foundries were prepping their next generation processes with the intention of putting mobile SOC at the front of the node, East replies: That’s the information we’re seeing from our foundry partners.”

        Globalfoundries intends to have 14nm finfet in volume manufacturing in 2014, the same timescale as Intel has for introducing 14nm finfet manufacturing.

        In fact, GF’s 14nm process may have smaller features than Intel’s 14nm process because, says Mojy Chian senior vp at Globalfoundries, because “Intel’s terminology doesn’t typically correlate with the terminology used by the foundry industry. For instance Intel’s 22nm in terms of the back-end metallisation is similar to the foundry industry’s 28nm. The design rules and pitch for Intel’s 22nm are very similar to those for foundries’ 28nm processes.”

        Jean-Marc Chery, CTO of STMicroelectronics points out that the drawn gate length on Intel’s ˜22nm” process is actually 26nm.

        Furthermore Intel’s triangular fins, which degrade the advantages of finfet processing could underperform GF’s rectangular fins which optimise the finfet advantage.

        At the front of the GF 14nm finfet node will be mobile SOCs says Chian. GF has been working with ARM since 2009 to optimise its processes for ARM-based SOCs.

        At TSMC the first tape-out on its 16nm finfet process is expected at the end of next year. That test chip will be based on ARM’s 64-bit V8 processor.

        Using an ARM processor to validate its 16-nm finfet process should give TSMC’s ARM-based SOC customers great confidence.

        Asked about the effects of finfets on ARM-based SOCs, East replies: “There’s no rocket science in what you get out of it. The question is does it deliver the benefits at an acceptable cost? You don’t get something for nothing. How much does it cost to manufacture? How good is the yield? And that, of course, affects cost.”

        And so on goes Intel beating its head against the wall to get into the low-margin mobile business.

        Recently Intel  said it expected its Q4 gross margin to drop 6% from Q3’s 63% to 57%. Shock, horror said the analysts

        But if Intel succeeds in the mobile business, its gross margin will drop a lot more than that.

        It’s a funny old world.

        The Truth About Intel [Mannerisms on Electronics Weekly, Dec 5, 2012]

        The darndest things are being said about Intel. The departure of its CEO is unexplained though I heard one person say it was voluntary.

        Some people think Apple will put x86 in the iPad.

        Others think Apple will drop x86 from iMacs so as to unify its processors across Phone, Pad and Mac.

        Sure as eggs are eggs, both can’t happen

        Some think Intel is going to become a foundry in a major way starting with Apple’s business – though it’s said the production cost of an Intel wafer is 3x that of a TSMC wafer.

        Others say Intel may make wafers for a few customers but will not enter an industry servicing thousands of customers with hundreds of thousands of mask-sets.

        Intel is to borrow $6 billion to buy its own shares something it has been doing for some time. I am too financially unsophisticated to understand why it does this but, even before this latest borrowing, Intel’s debt was already pretty high at over $7 billion and its cash rather low – for a cash generative, capex-gobbling company – at $10.5 billion.

        The divi is generous – but the purpose of the generosity is to keep the share price up, then generosity hasn’t worked – Intel’s share price is under $20, unchanged in a decade.

        The strategy of getting x86 into mobile phones seems mistimed when Apple and Samsung and now LG are designing their own mobile phone processors. This morning Samsung said it will start mass-roducing its own-brand 28nm processors for mobile devices early in 2013.

        Intel’s fab situation at 22nm looks tough with 50% utilisation. A $500 million charge for this is expected to be taken in Q4.

        Intel’s claim to have a manufacturing advantage looks unconvincing when its 22nm process turns out to have a drawn gate length of 26nm – virtually the same as volume processes at  leading foundries.

        Where it matters, i.e. in the mobile market, Intel has no process advantage at all because Intel hasn’t yet put its mobile SOCs on its latest process at the start of a node. Intel’s mobile SOCs won’t enjoy early access to a new process node until the 14nm generation.

        And was finfet the right bet?  20nm planar may still be made to work, while FD-SOI could turn out to be a better route than finfet

        Meanwhile CEO Paul Otellini won the 2012 Open-Mouth-Insert-Foot Award by some spectacular boo-boos:

        • Saying Windows 8 wasn’t ready just before its launch, provoked Microsoft’s riposte that Intel’s power management software wasn’t ready for the launch of Surface, Microsoft’s Windows 8 tablet.
        • And endorsing Governor Mitt Romney in the recent US presidential elections probably irked the White House just as Otellini was earning some brownie points by sitting on a Presidential committee. They were much needed brownie points after Intel’s pasting from the FTC for ‘stifling innovation.’

        And all the while and worst of all, the PC industry starts to contract and Intel has won few slots in the successor to the PC industry – the mobile device industry.

        All in all a pretty rotten year for Intel despite taking in over $50 million in revenues and earning over $12 billion in profits.

        Even silver linings can have clouds.

        So the war is on as per: IBM, Intel face off at 22 nm [EE Times, Dec 10, 2012]

        SAN FRANCISCO – Intel and IBM went head-to-head with their latest 22-nm technologies in back-to-back papers at the International Electron Devices Meeting (IEDM) here Monday (Dec. 10). Separately, a top Intel fab executive commented on increasing wafer costs and the company’s foundry business.

        IBM said it is prototyping server processors in a new 3-D ready, 22-nm process technology it hopes will deliver 25 to 35 percent boosts over its 32-nm node. Intel retains an edge with several 22-nm chips already in volume production, and disclosure at IEDM of a variant of the process for SoCs for a wide range of applications.

        The Intel paper showed support for “high drive current across the spectrum of leakage and a full suite of SoC tools,” Mark Bohr, head of Intel’s process technology development group, said in a brief interview. The process is geared for a much wider array of designs than that of IBM, he added.

        Bohr said Intel’s 22-nm FinFET process is cost effective, contradicting report it is 30 to 40 percent more expensive than TSMC’s 28-nm planar process. The addition of FinFET adds only 3 percent to the cost of the process. Its use of 80-nm minimum feature sizes can be made with a single pass of 193-nm lithography tools, making it cost effective.

        Projections from an IMEC keynote that 14-nm wafers will be 90 percent more expensive than 28-nm parts due to the lack of EUV lithography are inaccurate, Bohr asserted. The cost increase for 14-nm wafers at Intel “is nowhere near that,” he said.

        “Cost per wafer has always gone up marginally each generation, somewhat more so in recent generations, but that’s more than offset by increases in transistor density so that the cost per transistor continues to go down at 14 nm,” Bohr said.

        Separately, Bohr said Intel does have a growing foundry business that may include some higher volume applications than its current announced customers like FPGA startup Achronix. However, “we don’t intend to be in the general-purpose foundry business…[and] I don’t think the [foundry] volumes ever will be huge” for Intel, he said.

        Intel’s paper laid out characteristics of Intel’s 22-nm process variation for SoCs (see chart below). It outperforms Intel’s 32-nm planar process by 20 to 65 percent and covers four orders of magnitude in leakage current, said co-author C.H. Jan.

        image

        The process provides 51 to 56 percent improvements in high voltage performance used for fast interfaces such Ethernet, HDMI and PCI Express. That’s more than twice the 20 percent boost typical in this area for a new Intel node, Jan said.

        In addition, analog performance went up three-fold after declines in the past three nodes. Intel offers a small library of analog circuits tailored to the process including precision resistors, metal-in-metal capacitors and high Q inductors.

        The process supports high and standard performance options as well as low and ultra low power ones. It also includes SRAM designs optimized for density, power and performance some of which now hit 2.6 GHz at 1V, up from 1.8 GHz at 32 nm.

        Finally, Intel created two new transistor designs specifically for the 22-nm SoC variant. One is focused on low power and the other on high voltage for mixed-signal and analog circuits (see chart above).

        image

        For its part, IBM described its 22-nm process using partially depleted silicon-on-insulator. IBM “has prototyped a number of server processors” in the node that achieve latency below 1.5 ns and 750 MHz random clock cycles, said IBM researcher S. Narasimha.
        Narasimha declined to give specifics of what IBM might achieve with the 22-nm node. However he did say the goal was to provide 25 to 35 percent boosts of the previous node which delivered server processors running up to 5.5 GHz and others with up to 80 Mbytes embedded DRAM.
        IBM created an SRAM cell that measures 0.026 mm2 using the process. It also power supplies at 1.2V across a 550 mm2 die area, he said.
        The process provides up to 15 levels of metal. The lowest five levels use 80-nm features, similar to the Intel process, and the top two levels support through-silicon vias for 3-D stacks with memory chips.
        IBM will deliver a separate paper Wednesday on its 3-D stacking work.

        Before that it was that Intel describes 22-nm SoC process, not chips [EE Times, Sept 13, 2012] 

        Intel provided the first look at the system-on-chip variant of its 22-nm process technology in a talk at the Intel Developer Forum here Thursday (Sept. 13). However, it declined to provide details on the Atom-based SoCs for tablets and smartphones that will be made in that process.

        “It’s fair to say Intel didn’t have much of a focus four or five years ago on SoCs, but that’s changed,” said Mark Bohr, director of Intel’s technology and manufacturing group in a process technology talk. “The success of Medfield [Intel’s 32-nm smartphone platform] shows we are learning to do it right, and I think we will have a technology advantage at 22 nm,” he said.

        Intel showed at IDF six smartphones and four Windows 8 tablets using the Medfield SoC, made in an SoC variant of its 32-nm process. “There’s a lot more in the pipeline,” said Ticky Thakkar, a lead Atom designer in a separate talk on the mobile chips.

        The company is already shipping to OEMs a 2-GHz version of Clover Trail, a follow on 32nm dual-core processor with boosted graphics. A 1.8-GHz version for tablets is also in the works.

        Next up is Bay Trail, Intel’s first 22-nm SoC for tablets and smartphones, expected to debut at IDF Beijing [April 10-11, 2013 as per the IDF page of Intel]. “You’ll have to wait until next year to hear about it,” said Thakkar.

        In a separate talk, Bohr described P1271, the 22-nm SoC process to be used for Bay Trail. It differs from the 22-nm CPU process now used for Intel’s Ivy Bridge processors by offering lower leakage logic transistors, higher voltage I/O transistors, denser upper layer interconnects and a set of precision resistors, capacitors and inductors.

        image

        “It’s not one set of features, but a menu of feature options—transistors, I/O, interconnects, passive elements and embedded memory,” Bohr said. “The [SoC] transistors go down to much lower leakage levels, but give up some performance,” he said.

        image

        The process has significantly better analog characteristics than Intel’s current 32-nm planar process. Designs make heavy use of 80-nm pitch features in lower metal layers, because they are the smallest features Intel can make at 22 nm without needing double patterning, he added.

        Intel is running the process at three fabs, two in the U.S. and one in Israel. It will ramp soon in two other fabs.

        Reminders: Silicon Technology for 32 nm and Beyond System-on-Chip Products [IDF 2009 presentation by Mark Bohr, Sept 23, 2009]

        image     image

        image   image

        image

        Products (Formerly Lincroft) [Intel page]
        – Number of Products: 5
        – Launch Range: Q2’11 – Q2’10
        – Max TDP: 1.3W (Z600) – 3W (Z670)
        Z600 (512K Cache, 1.20 GHz)
        Z670 (512K Cache, 1.50 GHz)

        while the first SoC product was the Sodaville which had no real market success (even specs are not listed on the ark.intel.com), and as such was not continued:
        Intel Unveils 45nm System-on-Chip for Internet TV  [press release, Sept 24, 2009]

        Intel Corporation today unveiled the Intel® Atom™ processor CE4100, the newest System-on-Chip (SoC) in a family of media processors designed to bring Internet content and services to digital TVs, DVD players and advanced set-top boxes.

        The CE4100 processor, formerly codenamed “Sodaville,” is the first 45nm-manufactured consumer electronics (CE) SoC based on Intel architecture. It supports Internet and broadcast applications on one chip, and has the processing power and audio/video components necessary to run rich media applications such as 3-D graphics.

        Intel® Atom™ Processor CE4100
        The CE4100 processor can deliver speeds up to 1.2GHz while offering lower power and a small footprint to help decrease system costs. It is backward compatible with the Intel® Media Processor CE 3100 and features Intel® Precision View Technology, a display processing engine to support high-definition picture quality and Intel® Media Play Technology for seamless audio and video. It also supports hardware decode of up to two 1080p video streams and advanced 3-D graphics and audio standards. To provide OEMs flexibility in their product offerings, new features were added such as hardware decode for MPEG4 video that is ready for DivX* Home Theater 3.0 certification, an integrated NAND flash controller, support for both DDR2 and DDR3 memory and 512K L2 cache. The CE SoC contains a display processor, graphics processor, video display controller, transport processor, a dedicated security processor and general I/O including SATA-300 and USB 2.0.

        Lincroft is mentioned in my Windows 7 tablets/slates with Oak Trail Atom SoC in December [Nov 1-24, 2010] post as:

        Intel “is aiming to mass produce its Oak Trail platform for its Sleek Netbook segment targeting the tablet PC market in December 2010. The Oak Trail platform is a combination of Intel’s Lincroft (Atom Z6xx series) processor with Whitney Point chipset.”

        The Oak Trail platform will sell at about US$25 with MeeGo [which was terminated as Nokia exited that joint effort 3 months later], and the price for Oak Trail and Microsoft’s Windows 7 will be higher.

        so it was Intel’s first attempt to compete against the ARM-based tablet business, including the already successful iPad. As such it ended nowhere in terms of volumes. So adjustment followed as early as noted in my Intel: accelerated Atom SoC roadmap down to 22nm in 2 years and a “new netbook experience” for tablet/mobile PC market [April 17, 2012] despite that fact that products based on Z670 Atom from Lenovo and Fujitsu, as the big names, and Evolve, Motion Computing, Razer and Viliv, as much lesser names, appeared on the market from April, 2011 on (you could find information about them in the post itself). The price was too high: e.g. $729 for the Evolve III Maestro C.

        The next Atom based on Intel’s 32nm SoC process appeared in fact just recently, first appeared in Acer Iconia W510: Windows 8 Clover Trail (Intel Z2760) hybrid tablets from OEMs [Oct 28, 2012] priced little lower, from $499 and up which is still overpriced relative to the ongoing 10” Android tablets. Moreover, it became available on in the second half of November and appeared on the Microsoft store to celebrate Cyber Monday (Nov 26) discounted to $399, which is the only competitive price. Now it is back to $499.

        Lesson: Intel may speak about its “22 nm SoC process” but given the late entry of its 32nm SoC process Atom product (Cover Trail) it would be better to assume that with Windows 8 tablets based on that it will affect only the 2014 tablet market, not earlier. This is what the latest leaks are suggesting as well. Meanwhile expect a low-power Haswell ULT based tablet PC push in the H2 2013 as described already in my Intel Haswell: “Mobile computing is not limited to tiny, low-performing devices” [Nov 15 – Dec 11, 2012] post. As for the next year the real question is Can VIA Technologies save the mobile computing future of the x86 (x64) legacy platform? [this same blog of mine, Nov 23, 2012] For this watch what Allwinner vis-à-vis HTC on 2013 International CES [this same blog of mine, Dec 11, 2012] could bring in that respect, something much more than what is described in Allwinner A31 SoC is here with products and the A20 SoC is coming [USD 99 Allwinner blog of mine, Dec 10, 2012] or in $99 Android 4.0.3 7” IPS tablet with an Allwinner SoC capable of 2160p Quad HD and built-in HDMI–another inflection point, from China again [this same blog, Dec 3, 2012].

        End of Reminders


        – end of life of planar transistor and need to move to FinFET, but meanwhile FD-SOI to the rescue

        FinFETs or FD-SOI? [SemiMD (Semiconductor Manufacturing and Design), Dec 11, 2012]

        By Ed Sperling
        STMicroelectronics yesterday unveiled the results of its 28nm production silicon chips using fully depleted silicon on insulator technology, which it claims offers a 30% improvement in speed over bulk CMOS while using less power.

        The debate over FD-SOI and FinFETs has been notching up over the past few months. While FinFETs and FD-SOI both promise improvements in controlling leakage current, the FinFETs are more difficult to design. FD-SOI uses the same design flow, although it does use a different SPICE model with better characteristics than the one used for bulk CMOS.

        ST also used an ultra thin body and box (UTBB) and body biasing to boost performance, according to Joel Hartmann, the company’s executive vice president of front-end manufacturing and process R&D. Hartmann presented his results at an SOI Consortium-sponsored event at the IEDM show last night.

        “We are using body bias to boost performance,” Hartmann said. “You can do that with FD-SOI. We also decreased the Vdd of the device by applying body biasing.”

        What’s particularly attractive about FD-SOI is that is can be implemented at the 28nm node for a boost in performance and a reduction in power. The mainstream process node right now is 40nm. And while Intel introduced its version of a finFET transistor called Tri-Gate at 22nm, TSMC and GlobalFoundries plan to introduce it at the next node—whether that’s 16nm or 14nm. That leaves companies facing a big decision about whether to move all the way to 16/14nm to reap the lower leakage of finFETs, whether to move to 20nm on bulk, or whether to stay longer at 28nm with FD-SOI.

        Hartmann said ST has seen improvements in analog running on FD-SOI, and for memory where the minimum voltage required is lower. He said ST’s road map calls for FD-SOI all the way down to 10nm, with voltages dropping from 0.9v at 28nm to 0.8v at 14nm and 0.7v at 10nm.

        One of the sticking points in adopting FD-SOI has been market acceptance. Despite the promise of improved performance and/or lower power, bulk CMOS has been extended using a variety of techniques such as strain engineering and FD-SOI is considered more expensive. At 28nm and beyond, however, bulk has run out of steam, which is why Intel has opted for finFETs.

        Still, FinFETs are more difficult to design and manufacture, and they potentially can add significantly to the cost of an SoC. FD-SOI, in contrast, uses the same design tools and reduces the number of masks and metal layers. ST is the first large fab-lite company to adopt FD-SOI and to move beyond just test chips. It remains to be seen which path the rest of the industry takes—and how quickly.

        Increasing Levels Of Risk [SperlingMediaGroup YouTube channel, Dec 11, 2012]

        Semiconductor Manufacturing & Design sits down with Mentor Graphics’ Jean-Marie Brunet to talk about double patterning, FinFETs, design rules at advanced nodes and why design for manufacturing (DFM) has suddenly become so popular.

        Inflection Points [SperlingMediaGroup YouTube channel, Aug 14, 2012]

        Semiconductor Manufacturing and Design talks with Paul Boudre, chief operating officer at Soitec, about FinFETs, industry inflection points, the end of life for planar transistors, bulk CMOS vs. SOI, the differences between fully depleted and partially depleted SOI, and the FD-SOI ecosystem.

        See also: ST’s FD-SOI Tech Available to All Through GF [SemiMD (Semiconductor Manufacturing and Design), Oct 8, 2012]


        – ARM Physical IP division via its upcoming IP is preparing with its foundry partners (TSMC, GLOBALFOUNDRIES and Samsung) an easier transition to FinFET

        2012 ARM TechCon John Heinlein Interview [chipestimate YouTube channel, Dec 4, 2012]

        Sean O’Kane, Producer/Host ChipEstimate.TV John Heinlein, VP Marketing, Physical IP Division at ARM

        TSMC OIP 2012 – Sit down with John Heinlein, ARM [chipestimate YouTube channel, Dec 4, 2012]

        Sean O’Kane, Producer/Host ChipEstimate.TV interviews at TSMC OIP 2012

        An introductory type video for the roundtable video which is the next:
        ARM 16/14nm FinFET Manufacturing Leadership [Charbax YouTube channel, Nov 1, 2012]

        John Heinlein, Vice President of Marketing, Physical IP Division at ARM talks about the 14nm FinFET ARM Processor manufacturing technology that is being developed and that is starting to be manufactured next year.

         

        ARM TechCon 2012 Executive Roundtable: Manufacturing [ARMflix YouTube channel, Nov 14, 2012]

        Embedded in the beginning of this roundtable video there is a [4:19] minutes long Investing in FinFET Technology Leadership Presented by ARM [ARMflix YouTube channel, Nov 12, 2012] video in which Dr. Rob Aitken, R&D Fellow at ARM, discusses the need for new transistor technologies and how FinFET may be a solution. The embedded video is starting at [00:39] of the roundtable video. From this I will transcribe here the following part showing ARM’s commitment and strategy for FinFET in its Physical IP Division:

        [02:30] ARM is taking a leadership position in FinFET IP development to accelerate the availability of FinFET IP in ARM partnership. We are working closely with foundry partners to develop prototype FinFET physical IP early in the process lifecycle. Using this prototype physical IP ARM is currently developing two different FinFET test chips both taping out in Q3 2012. These efforts continue ARM’s commitment to early development of silicon testing to reduce risk and time to market. Through our early engagement and prototyping work we actively provide feedback to our foundry partners to assure that FinFET technology is well suited to the requirements of energy efficient SoCs. ARM is further contributing to the technical community by publicly releasing fully pre-authorized FinFET transistor model based RTRs roadmap and is extending these models to more advanced FinFET designs. Internally we are modeling proprietary foundry technologies in support of the development work on those processes. This is just the beginning of ARM’s commitment to FinFET IP leadership. [03:46]

        This ARM TechCon panel included the following speakers: Moderator: Dr. John Heinlein VP, Marketing, Physical IP Division ARM Panelists: Simon Segars EVP and GM, Processor and Physical IP Divisions ARM Gregg Bartlett SVP & CTO GLOBALFOUNDRIES Dr. Jong-Shik Yoon SVP, Logic Technology Development, Semiconductor R&D Samsung Dr. Shang-yi Chiang EVP & Co-COO TSMC

        There are a number of other ARM specific information about its FinFET efforts in the September 27 report which is in the following major section. Now additional ones from its foundry partners:

        Breathing New Life into the Foundry-Fabless Business Model [ARM’s SoC Design blog, Aug 21, 2012]

        Early last week, GLOBALFOUNDRIES jointly announcedwith ARM another important milestone in our longstanding collaboration to deliver optimized SoC solutions for ARM® processor designs on GLOBALFOUNDRIES’ leading-edge process technology. We’re extending the agreement to include our 20nm planar offering, next-generation 3D FinFET transistor technology, and ARM’s Mali™ GPUs.
        Our collaboration with ARM goes back many years, and its evolution parallels some of the critical developments in the larger semiconductor industry during the same timeframe. ….

        This early and deep collaboration has resulted in several significant milestones, including the world’s first foundry optimized Cortex-A9 processor, POP™ IP for the Cortex-A9 processor operating at 1.6GHzon our 28nm-SLP technology, and a demonstration of more than 2GHzon our 28nm high-performance technology. This platform builds on the existing ARM Artisan® physical IP platforms for GLOBALFOUNDRIES processes at 65nm, 55nm and 28nm.

        Now we are extending this collaboration to include true joint optimization for 20nm technologies and beyond, as well as a new focus on GPUs, which are becoming increasingly important in today’s smart mobile devices. The TQV strategy has already been scaled to 20nm and is an integral part of our process development, with a 20nm test chip implementation currently running through our Fab 8 in Saratoga County, N.Y.

        And while we are seeing great dividends from this collaboration, the real hard work is only just beginning. We are now leveraging historical synergies from 28nm and 20nm planar technology to enable a smooth migration to next-generation, three-dimensional FinFET technology. One of the well publicized benefits of FinFET technology is its superior low-power attributes. The intrinsic capability of the 3D transistor to operate at a lower Vdd translates to longer battery life, which is heavily sought after in performance-hungry mobile computing applications. Our collaboration is focused tightly on this sweet spot in the market, where designers are looking for the optimum combination of performance, power-consumption, area, and cost. Our co-development work with ARM will enable a faster time to FinFET SoC solutions for customers using ARM’s next generation of mobile SoC IP for both CPUs and GPUs.

        So clearly the foundry-fabless business model is not collapsing, but rather adapting to meet the challenges of today. Success will be a result of much closer joint development at the technology definition level, early engagement at the architectural stage, and a more integrated and cooperative ecosystem – precisely the kind of collaboration that we’re demonstrating with our valued partner ARM.

        Guest Partner Blogger:

        Attached ImageMike Noonen is Executive Vice President, Worldwide Marketing and Sales, for GLOBALFOUNDRIES. In this role, he is responsible for global customer relationships as well as all marketing, sales, customer engineering and quality functions.

        GLOBALFOUNDRIES at ARM Techcon 2012 [Charbax YouTube channel, Oct 30, 2012]

        Talking about the fabrication of ARM Processors, from 28/32nm HKMG to 20nm to upcoming FinFET 14nm process technologies with Subramani Kengeri, Vice President, Technology Architecture, Office of the CTO, Paul Colestock, Director, Strategic Marketing and Srinivas Nori, Director, Marketing, SoC Innovation at GlobalFoundries at ARM Techcon 2012.

        If interested in the GLOBALFOUNDRIES Fireside Chat mentioned here watch the separate video GLOBALFOUNDRIES Fireside Chat at ARM Techcon 2012 [Charbax YouTube channel, Oct 31, 2012] with the following content:

        “The insatiable need for functional and feature integration on to Mobile SoCs, coupled with ever increasing performance demands has challenged the Foundries and Fabless Semiconductor companies alike. While the diminishing geometries of the process technologies have kept pace to address this challenge, the solutions for leakage power dissipation continued to fall behind threatening to thwart the advances in Mobility. The ground-breaking FinFET technology is the right low-power solution and will serve as an inflection point to further enable SoC-level integration and technological advances in this exciting era of Extreme Mobility. The panel will discuss how the next generation of FinFET technology will change the mobile revolution again.”

        Speakers

        Dean Freeman, Research VP, Gartner Research
        Bruce Kleinman, VP, Product Marketing, GLOBALFOUNDRIES
        Subramani Kengeri, Vice President, Technology Architecture Office of the CTO, GLOBALFOUNDRIES
        Srinivas Nori, Director. SOC Innovation, GLOBALFOUNDRIES
        Dipesh Patel, Deputy General Manager of the Physical IP Division, ARM

        TSMC’s information about collaboration with ARM in FinFET space was already included in the second major section (September 27 Report) beginning from ARM and TSMC Collaborate to Optimize Next-Generation 64-bit ARM Processors for FinFET Process Technology [ARM press release, July 23, 2012] part in the text. As an update to that I will include here:  TSMC Accelerates finFET Efforts [SemiMD (Semiconductor Manufacturing and Design), Oct 16, 2012]

        In response to its foundry rivals, Taiwan Semiconductor Manufacturing Co. Ltd. (TSMC) has updated and accelerated its process roadmap. The world’s largest silicon foundry has accelerated its 16nm finFET efforts by one quarter and added a 10nm finFET technology to the roadmap.

        TSMC also plans to take the “modular fin” approach for its 16nm finFET. It is also looking at 450mm fabs at the 10nm node, according to a TSMC executive, who also stressed that collaboration is a key to success. Customers must collaborate earlier in the design cycle and “at a new level,” said Mark Liu, executive vice president and co-chief operating officer at TSMC, during a keynote at the company’s Open Innovation Platform Ecosystem Forum in San Jose, Calif. on Tuesday (Oct. 16). “We need to align strategically.”

        At present, TSMC is ramping up its 28nm process technology. The next process on the roadmap, dubbed CLN20, is a 20nm planar technology. The reference flow for CLN20 is ready and the process is due out in 2013.

        [See: TSMC 20nm and CoWoS™ Design Infrastructure Ready [TSMC press release, Oct 9, 2012]

        Then, as previously announced, TSMC will enter the finFET transistor era. The company’s initial finFET process, dubbed CLN16FF, is being targeted and branded for the 16nm node. TSMC’s 16nm finFET process is slated for risk production in November of 2013, Liu said. Risk production has been accelerated from February of 2014 to November of 2013.

        In an interview after the keynote, Liu said TSMC will take a “modular fin” approach in finFETs. TSMC will marry a 16nm fin with a 20nm backend. “It has 20nm design rules,” he said.

        TSMC will also implement a triple-patterning strategy for 16nm finFETs. The company is also keeping its options open. It is exploring 193nm immersion extensions, extreme ultraviolet (EUV) lithography and multi-beam. “At this point, we have both (193nm extensions and EUV) under development,” he said. “Maybe multi-beam will save the day.”

        TSMC’s 16nm finFET design solutions, including the EDA tools and IP, will be ready by the first quarter of 2013.  “We have pulled in our design enablement solutions,” said Cliff Hou, senior vice president of TSMC, during a separate keynote at the event. The first version of the design solutions, dubbed V0.1, is slated for introduction in January. The second version, V1.0, is due out in October of 2013.

        Meanwhile, during his keynote, Liu presented a slide that denoted CLN10FF, which is a second-generation finFET for the 10nm node.  TSMC’s 10nm finFET process is expected to move into risk productionclose to the end of 2015,” he said.

        Also at 10nm, TSMC is looking to enter the 450mm fab era. It is likely TSMC will have a 450mm fab or pilot line in the second phase of 10nm. “There are no show stoppers,” he said. “All of the equipment companies are developing 450mm.”

        Other foundries have also accelerated their finFET roadmaps. For example, GlobalFoundries Inc. recently rolled out its finFET technology for the 14nm node. GlobalFoundries is taking a “modular fin” approach with its bulk finFET offering, dubbed 14nm-XM. The 14nm-XM combines a 14nm-class fin with its 20nm back-end-of-line (BEOL) interconnect flow.

        By taking the modular approach, the company has accelerated its process roadmap by a year. Early process design kits (PDKs) are available, with customer product tape-outs expected in 2013. Production, which is slated for 2014, will take place within GlobalFoundries’ new 300mm fab in New York.

        Another foundry vendor, United Microelectronics Corp. (UMC), is taking a similar modular finFET approach. UMC licensed finFET technology from IBM. Samsung Electronics Co. Ltd. has yet to elaborate on its finFET strategy.  Meanwhile, Intel Corp. is already ramping up its 22nm process, which is based on finFET transistors. Intel is providing foundry services for select customers, who plan to ship products based on finFETs.

         


        September 27 Report

        In my role, I serve as one of the members of the Global

        Semiconductor Alliance (GSA) Steering Committee on Intellectual Property, where we work to share best practices and continue to improve the IP ecosystem for the benefit of the entire semiconductor industry. As part of this role, I’ve observed a trend in the news speculating on the future of the foundry and IP industry, and I recently posted my thoughts on the GSA blog site, and I’d like to share them with you here as well.

        In 1897, after a journalist erroneously reported the passing of famed author and humorist Mark Twain, Twain replied in his typical wit with the now famous retort: “the rumor of my death has been greatly exaggerated.”  Like the then very alive author, recent reports have speculated on the demise of the foundry and IP business model.  I similarly think such talk is pure nonsense.  Across many metrics the foundry and IP space is alive and well and providing unprecedented capabilities to semiconductor companies. [his factual argumentation for that you can find much below, in the <<sticking with the “Goliath”>> section]

        Dr. John Heinlein, Vice President, Marketing, ARM Physical IP Division on May 16, 2012


        imageTSMC’s View of the Semiconductor IP Ecosystem 

        To understand the semiconductor IP ecosystem one should first understand it via the IP related efforts of far the biggest and most influential foundry, TSMC (as their success most heavily depends on a vibrant and quality IP ecosystem):

        ChipEstimate.com DAC 2012 IP Talks presenter Dan Kochpatcharin on TSMC OIP and IP Quality [chipestimate YouTube channel, June 26, 2012]

        Dan Kochpatcharin, Deputy Director, IP Portfolio Marketing, TSMC. IP Talks presenter with ChipEstimate.com at DAC 2012 in San Francisco. TSMC OIP (Open Innovation Platform alliance ecosystem) and IP Quality. For more information about TSMC , go to: http://www.chipestimate.com/tsmc/

        There are 41 IP partners in the semiconductor IP specific TSMC IP alliance program of TSMC OIP (Open Innovation Platform alliance ecosystem) and also have 20-25 IP partners directly supported but not part of the IP alliance program.

        image

        Among those the winners of the 2011 TSMC IP Partner Award of Year were:

        Note that for such an IP excellency the organisations behind are not big at all. Dolphin Integration SA is a 190 people company. eMemory employs around 200 people as per the award news release. While ARM Holdings Plc had 2,253 full-time employees alltogether at June 30, 2012, considering their Physical IP Division (PIPD) having just 11% of the overall revenue the number of employees there would probably not exceed 300. Artisan Components Inc. (US) acquired by ARM Holdings for not less than 1 billion US$ in Dec 2004 (because of “collaboration between the two companies on ARM’s next-generation MPU core, code-named “Tiger”, in 2005 becoming Cortex-A8) had 72 employees in 1997, so it is likely from historical point of view as well (considering even ARM’s heavy investment later on).

        As far as Synopsys is concerned, 9 months ago it had ~6800 employees, but its portfolio is rather large (implementation, verification, IP, manufacturing and FPGA solutions), and in addition to the Interface IP the company has Analog IP and Memories and Logic Libraries as well in the overall DesignWare IP portolio. To understand that split let’s take the following “Top Interface, Analog, and Embedded Memory IP Vendor” presentation slide from Synopsis Investor Day 2011 presentation, referring to a Gartner, March 2011 report, which is indicating $104.1M interface IP revenue for 2010:image
        which is ~ 7.5% of the overall revenue of Synopsis (having $1.38B for the fiscal year 2010 ending Oct 31, 2010 when it had 6707 employees) which could mean ~500 employees related to Interface IP activities taken proportionally to the revenue.

        And here are the number of titles in TSMC IP portfolio also vs. other foundries:

        image

        See also:
        TSMC Extends Open Innovation Platform™ [TSMC press release, June 7, 2010]
        TSMC Expands IP Alliance to Include Soft IP [TSMC press release, Oct 5, 2010]
        Atrenta and TSMC IP Quality Initiative Gains Broad Industry Acceptance [Atrenta press release, March 5, 2012]: “10 intellectual property (IP) providers have qualified their soft IP for inclusion in the TSMC 9000 IP library using the Atrenta IP Handoff Kit. Those companies, part of TSMC’s Soft-IP Alliance Program, include Arteris, Inc.; CEVA; Chips&Media, Inc.; Digital Media Professionals Inc. (DMP); Imagination Technologies; Intrinsic-ID; MIPS Technologies, Inc.; Sonics, Inc.; Tensilica, Inc.; and Vivante Corporation. The participating companies are able to provide quantitative information to TSMC’s customers regarding the robustness and completeness of their soft or synthesizable semiconductor IP that is part of the TSMC 9000 IP library.
        Imagination Technology Forum: Advanced SoC solutions in cooperation with TSMC [detailed DIGITIMES report, June 28, 2012]: “Not only will we be introducing our latest graphics processing IP, we will also talk about video, displays, multi-threaded cores [Meta SoC Processors], and wireless processors [Ensigma Universal Communications Core Processors (UCCPs)]. We hope that industries can further understand that Imagination is a company that provides complete SoC solutions.
        TSMC Open Innovation Platform® Ecosystem Forum, Technical Presentation Abstracts image[TSMC, Oct 18, 2011]
        ARM Physical IP Overview [ARM presentation, Sept 9, 2011]
        Leveraging Advanced Physical IP to Deliver Optimized SoC Implementations at 40nm and below [ARM presentation, Nov 19, 2010] [Meta SoC Processors]
        ARM Announces Processor Optimization Pack [ARM press release, Nov 9, 2010]

        ARM today announced the immediate availability of the ARM® Cortex™-A9 Processor Optimization Packs (“POPs”).  Processor Optimization Packs leverage ARM Artisan® physical IP to enable customers to achieve technology leading performance or power targets on their Cortex-A9 implementations in the shortest time to market. A silicon-proven POP is available now TSMC(R) 40nm G process technology.  The Cortex-A9 POP on TSMC 40nm LP process technology will be available to customers in January 2011.
        The Cortex-A9 Processor Optimization Packages contain three elements: ARM Artisan optimized logic and memory physical IP for a specific process technology, supported by implementation knowledge and ARM benchmarking.  Combined together the POP allows SoC designers to optimize Cortex-A9 designs for maximum performance, lowest power or to develop customized solutions balancing power and performance for their specific application.

        – Overall semiconductor IP market overview

        The key players listed by the market researcher MarketsandMarkets (with ChipEstimate.com links wherever possible, where “Prime IP Partners” are highlighted in bold) are the following companies:

        ARM Holdings Plc (UK)
        Atmel Corporation
        CAST Inc.
        CEVA Inc. (Israel, Choice IP Partner)
        Coreworks S.A. (Portugal), but see Homepage, Technologies, Products, Rapidity
        Dolphin Integration Inc.
        Imagination Technologies Inc.
        Lattice Semiconductor, but see its IP website
        Mentor Graphics, Inc.
        MIPS, Inc., but see Processor Cores, Interconnect IP, and MIPS Alliance
        MoSys, Inc., but see unparalleled bandwidth performance for next gen networking systems
        NXP Semiconductors N.V
        Rambus, Inc.
        Silicon Image, Inc.
        Synopsys, Inc.
        Tensilica, Inc. (Choice IP Partner)
        Triad Semiconductor, Inc., but see Mixed Signal ASIC, Engagement ModelIP Catalog, ARM Powered VCAs
        VeriSilicon, Inc. (Choice IP Partner)
        exited: Wipro-NewLogic, Inc., but see RivieraWaves (France) as a successor
         
        Notes:
        1. ChipEstimate.com Chip Planning Portal Overview
          The ChipEstimate.com chip planning portal is an ecosystem comprised of over 200 of the world’s largest semiconductor design and verification IP suppliers and foundries. These companies all share in the common vision of helping the worldwide electronics design community achieve greater profitability and success. To date, a diverse global audience of over 27,000 users has joined the ChipEstimate.com community and has collectively performed over 100,000 chip estimations. ChipEstimate.com is a property of Cadence Design Systems, Inc. (NASDAQ: CDNS), the leader in global electronic-design innovation.
        2. Reasons for missing Coreworks S.A, Lattice Semiconductor, Mentor Graphics, Inc., MIPS, Inc., and MoSys, Inc. on the ChipEstimate.com portal are quite diverse. You can find them via the additional linked explanations, typically marked as “but see”.

        Overall the summary of the Semiconductor Intellectual Property Market, Silicon IP Market (2012-2017): Global Forecasts & Analysis [MarketsandMarkets, April 2012] states that:

        The growth trend of the Semiconductor IP market revenue can be observed by the CAGRs over various time periods. The CAGR of the Semiconductor IP market from 1997 to 2002 was 17.82% while the value from 2002 to 2007 stood at 11.54%. Post 2007, the market again picked up growth and the forecasted CAGR from 2012 to 2017 is estimated to be 14.47%. In 2012, the global Semiconductor IP market is estimated to be $2.90 billion. The percentage share of Semiconductor IP industry in the global revenue for semiconductors was approximately between 0.3% and 1.0% over the years; stood at 0.71% in 2011, and is estimated to increase to 0.85% by the end of 2012 and 0.99% by the end of 2017.

        In the Analyst Briefing Presentation of the same report it is stated that:

        Coming to the statistics, in 2011, the global Silicon IP Market stood at $2.25 billion, while the global semiconductor industry revenue was at $315 billion. Both these markets are estimated to reach $2.90 billion and $340 billion respectively by the end of 2012.

        which means that while the global semiconductor industry is expected to grow just 6.3% this year the Semiconductor IP Market is estimated to grow by 28.9% ! So the latter is quite healthy although still a tiny part of the whole industry.

        Gartner presented last year the following, revenue based Semiconductor IP Market view:image
        Source: Synopsis Investor Day 2011 presentation, referring to a Gartner, March 2011 report

        Note that the $231.6M semiconductor IP revenue was just ~15% of the CY2010 overall revenue (~1.5B estimated at max) of Synopsis where Core EDA (Electronic Design Automation) was and is the bulk of the revenue by far: Core EDA revenue was $959M in FY2010 and $980.7M in FY2011. Relative to that the overall Semiconductor IP segment was and is a double digit growth area for Synopsis. Since the company is following a strong “M&A strategy to broaden TAM and provide incremental revenue growth” in non-Core EDA areas the semiconductor IP revenue will probably grow at the same pace in the coming years. Therefore its #2 position will be maintained on this market, especially as it has almost no competitors (only Mentor Graphics IP) among Top 10 (those companies having not less than 71.1% share of market), while the #3 Imagination Technologies’ strongest competitor is the #1 ARM Holdings, as well as the strongest competitor of the #4 MIPS Technologies is the same #1 ARM Holdings.

        So overall the market is quite mature, with well established and strong leaders already having the most of the business for themselves. The #1 ARM Holdings is also having a strong ecosystem of its own, which is providing opportunities for not less than 53 small silicon IP vendors outside the Top 10 as well. See: SoC IP [providers in ARM Connected Community Program].

        I’ve edited a more descriptive list of that in PDF, which you can download from here. Below I’am providing an excerpt from that, with strongest players in ARM’s own ecosystem in the sense of relying on ARM’s Artisan Physical IP via the IPNet Partner Program (denoted by +) and/or TSCM IP Alliance Program (denoted by *):

        Analog Bits*: the leading supplier of low-power, customizable analog IP for easy and reliable integration into modern CMOS digital chips. Our product range includes precision clocking macros such as PLL’s & DLL’s, programmable interconnect solutions such as multi-protocol SERDES/PMA and programmable I/O’s as well as specialized memories such as high-speed SRAMs and T-CAMs.
        Low Power Wide Range PLL – Common Platform 32LP
        Arteris*: Arteris invented Network on Chip technology, offering the world’s first commercial solution in 2006. Arteris connects the IP blocks in semiconductors from Qualcomm, Samsung, TI, and others, representing over 50 System on Chip devices. … Arteris is a private company backed by a group of international investors including ARM Holdings, Crescendo Ventures, DoCoMo Capital, Qualcomm Incorporated, Synopsys, TVM Capital, and Ventech.
        C2C™ Chip to Chip Link™ Inter-chip Connectivity IP
        FlexNoC Network-on-Chip Interconnect IP
        FlexWay Interconnect IP
        Aurora VLSI, Inc. +: provides AMBA specification-based SoC/ASIC IP components, peripherals, subsystems, and platforms. … Aurora provides a full set of popular communications and SoC IP cores for ARM and AMBA Bus-based SoCs.
        AMBA Peripherals- Ethernet, PCI, USB, IEEE1394, memory and flash controllers, interrupt controller, timers, counters, GPIOs, etc 
        AMBA SOC Platform (Configurable)
        AuthenTec*: a leading provider of mobile and network security. … AuthenTec’s products and technologies provide security on hundreds of millions of devices, and the Company has shipped more than 100 million fingerprint sensors for integration in a wide range of portable electronics including over 15 million mobile phones. Top tier customers include Alcatel-Lucent, Cisco, Fujitsu, HBO, HP, Lenovo, LG, Motorola, Nokia, Orange, Samsung, Sky, and Texas Instruments.
        SafeXcel™ IP-06 KASUMI Crypto Core Family
        SafeXcel™ IP-115 HDCP2 Content Protection Crypto Module
        SafeXcel™ IP-123 Secure Platform Crypto Module
        SafeXcel™ IP-154 Public Key Infrastructure Cores
        SafeXcel™ IP-16 3DES Crypto Core Family
        SafeXcel™ IP-160 MACsec Security Engine w/ Classifiers
        SafeXcel™ IP-18 CAMELLIA Crypto Core Family
        SafeXcel™ IP-197 Inline Security Packet Engine
        SafeXcel™ IP-28: Public Key Accelerator Cores
        SafeXcel™ IP-3X AES Crypto Core Family
        SafeXcel™ IP-46 SNOW 3G Crypto Core Family
        SafeXcel™ IP-48 ZUC Crypto Core Family
        SafeXcel™ IP-57 HASH/HMAC Core Family
        SafeXcel™ IP-60 MACsec Frame Engine
        SafeXcel™ IP-62 MACsec/IPsec GCM Packet Engine
        SafeXcel™ IP-76 True Random Number Generator
        SafeXcel™ IP-97 Look-Aside Security Packet Engine
        CEVA, Inc.*: the leading licensor of digital signal processor (DSP) cores, multimedia and storage platforms to leading semiconductor and electronics companies worldwide. … This portfolio includes a family of programmable DSP cores, DSP-based subsystems and application-specific platforms including multimedia, audio, Voice over Packet (VoP), Bluetooth, Serial ATA (SATA) and Serial Attached SCSI (SAS).
        Application Platforms: for Mobile Multimedia Applications
        The Only Silicon-proven Programmable Solution Supporting H.264 codec up to D1 resolution! … Complete, Low-Cost Audio Solution … Complete, Single Processor VoIP Solution
        DSP Cores: The CEVA-X family of cores is based on CEVA’s latest pioneering DSP architecture. This architecture offers best-in-class performance, scalability, and lowest cost-of-development for DSP deployment … CEVA-TeakLite Architecture DSP core.
        System Platforms: Broad set of DSP peripherals extendible through APB … tailored for specific cores of the CEVA-X architecture framework … High performance multimedia platform … CEVA-TeakLite Architecture DSP subsystems
        Chips&Media,Inc. *: video codec technologies cover the full line-up of video standards such as MPEG-2, MPEG-4, H.263, H.264/AVC and VC-1 from CIF to HD resolution.
        BODA7Series-HD Video Decoder IP
        BODA9Series-Dual HD Video Decoder IP
        CODA7Series-HD Video Codec IP
        CODA9Series-Dual HD Video Codec IP
        Denali Software, Inc. +: Databahn™ products provide optimal control and data throughput for external DRAM (DDR2, DDR3, LPDDR1, LPDDR2) and Flash memory devices.
        Databahn NAND Flash Controller
        Databahn(TM) PCI Express Controller IP Core
        Databahn(TM) SDR/DDR1/DDR2/DDR3/LPDDR2 Solutions
        eMemory Technology Inc. *: focused on the development of logic embedded non-volatile memory (NVM) such as OTP, MTP, and Flash. eMemory has published 186 patents. There are over 120 companies who have implemented our technologies and IP’s worldwide.
        NeoBit
        NeoFlash
        Intrinsic-ID *: semiconductor IP and embedded software products based on Hardware Intrinsic Security. Our solutions revolve around patented Physically Unclonable Function (PUF) technology, where a secret key is extracted like a silicon biometric or fingerprint from silicon hardware directly and only when required.
        Attackers have nothing to find because no key is stored nor present in the power down state. … Headquartered in Eindhoven, The Netherlands, Intrinsic-ID was founded in 2008 as a spin-out of Royal Philips Electronics and has been deployed in Philips’ production environment.
        AES
        HMAC-SHA-256
        iRNG
        Quiddikey™ in Hardware
        SHA-256
        Kilopass *
        XPM: embedded, one-time programmable (OTP) non-volatile memory (NVM). … Over 70 customers have integrated XPM™ in over 200 designs from 180nm to 40nm. Applications range from a few hundred bits for unique ID to prevent cloning to multiple instances of 1Mb for program code storage.
        PLDA, Inc. *: a leading provider of semiconductor intellectual property (IP) specialized in high-speed interconnect protocols and technologies.
        AMBA 2 AHB to PCI Bridge
        AMBA 2 AHB to PCI Express Bridge
        AMBA 2 AHB to USB 3.0 Device
        AMBA 2 AHB to USB 3.0 Host
        AMBA 3 AXI to PCI Express Bridge
        PCI Express IP Core with AXI interface
        Rambus Inc. *: one of the world’s premier technology licensing companies specializing in the invention and design of high-speed memory architectures.
        XDR Memory: architecture … proven in high-volume, cost-competitive applications. Operating at 3.2Gbps, XDR DRAM provides 6.4GB/s of peak memory bandwidth with a single, 2-byte wide device.
        Renesas Technology America, Inc. *
        Renesas Application Specific Products: SoC Architecture for Multimedia Controller Chip. Features: Multiple ARM 9 cores, Graphic Controller on chip, USB on chip, Memory Card Interface, Standard high-performance MCU peripherals, JTAG. Easy to customize with proven architecture and IP.
        Sidense Corp. *: Sidense Corp. provides secure, dense and reliable non-volatile, one-time programmable (OTP) memory IP for use in standard-logic CMOS processes, with no additional masks or process steps required and no impact on product yield. Sidense’s patented one-transistor 1T-Fuse™ architecture  provides the industry’s smallest footprint, most reliable and lowest power Logic Non-Volatile Memory IP solution and offers an alternative solution to Flash, mask ROM and eFuse in many applications.
        SiPROM
        SLP:
        ULP
        Silicon Image GmbH *+
        Multimedia Platform IP: complete system solutions for Mobile Communication including MPEG-4 Encoding and Decoding for video chat and video conferencing applications. For Multimedia the offering incudes solutions for DVD Players and Set Top Boxes. Other leading edge technologies include a broad portfolio of security IPs and IP cores of professional networking applications.
        Silicon Interfaces +
        Silicon Cores – Core to the Intelligent Systems(TM): 12+ IP cores targeted to areas such as Networking, Wireless, Communication and Interconnect, and around 5+ Verification IPs using Industry standard Verification Methodology
        Sonics, Inc. *+:  a pioneer of network-on-chip (NoC) technology and today offers SoC designers the largest portfolio of intelligent, on-chip communications solutions.
        MemMax AMP: an intelligent Dynamic Random Access Memory scheduler designed for use with any AMBA AXI compliant bus fabric and memory controller.
        MemMax Scheduler: an intelligent Dynamic Random Access Memory scheduler designed for use with an OCP compliant memory controller.
        SonicsGN: Sonics’ 4th generation, configurable, on-chip network enabling the design of advanced SoC communications networks using a high-speed scalable fabric topology structure. As the industry’s highest frequency NoC available today, SGN allows SoC designers to deliver high-performance, simultaneous application processing for smart phones, mobile video and tablets.
        SonicsLX: On-chip Network contains a high performance advanced fabric with data flow services for the development of complex SoCs.
        SonicsMX: an actively decoupled, non-blocking, intelligent internal interconnect that enables designers to implement multiprocessor SoC architectures using combinations of similar or heterogeneous processing elements.
        SonicsSX: On-chip Network contains a high performance, advanced fabric and a comprehensive set of data flow services for the development of complex, multicore and multi-subsystem SoCs.
        Synopsys *+:  world leader in electronic design automation (EDA), supplying the global electronics market with the software, intellectual property (IP) and services used in semiconductor design, verification and manufacturing. … Synopsys is headquartered in Mountain View, California, and has more than 70 offices located throughout North America, Europe, Japan, Asia and India.
        DesignWare Cores: Synopsys is a leading provider of high-quality, silicon-proven interface and analog IP solutions for system-on-chip designs. Synopsys’ broad IP portfolio delivers complete interface IP solutions consisting of controllers, PHY and verification IP for widely used protocols such as USB, PCI Express, DDR, SATA, Ethernet, HDMI and MIPI IP including 3G DigRF, CSI-2 and D-PHY. The analog IP family includes Analog-to-Digital Converters, Digital-to-Analog Converters, Audio Codecs, Video Analog Front-Ends, Touch Screen Controllers and more.
        DesignWare System-Level Library: a portfolio of tool-independent transaction-level models (TLMs) for the creation of virtual platforms. Virtual platforms are fully functional software models of complete embedded systems enabling pre-silicon software development and software-driven system validation.

        As one could there 18 silicon IP vendors with very strong (Artisan and/or TSMC IP Alliance) ties in ARM’s own ecosystem, and out of them 5 (AuthenTec, CEVA, Rambus, Silicon Image and Syopsys) are in the Top 10 group of providers.

        With that we could finish the overall semiconductor IP market overview.


        – The CEVA case

        A lot of Silicon IP vendors are highly focussed. Probably the most successful among them is CEVA Inc. (Israel, Choice IP Partner):

        CEVA DSP – Company Introduction [cevadsp YouTube channel, Aug 4, 2011]
        CEVA, Inc. Announces Second Quarter 2012 Financial Results [CEVA press release, July 31, 2012]
        … Total revenue for the second quarter of 2012 was $13.6 million, a decrease of 6% compared to $14.4 million for the second quarter of 2011. Licensing revenue for the second quarter of 2012 was $5.4 million, an increase of 3% compared to $5.2 million reported for the second quarter of 2011. Royalty revenue for the second quarter of 2012 was $7.6 million, compared to $8.3 million reported for the second quarter of 2011. Revenue from services for the second quarter of 2012 was $0.6 million, compared to $0.9 million reported for the second quarter of 2011.
        Gideon Wertheizer, Chief Executive Officer, stated: “The second quarter was the strongest licensing quarter in more than three and a half years, driven by a strategic licensing agreement with a tier 1 handset OEM for a range of LTE handsets and the first agreement for our newest DSP, the CEVA-XC4000 for LTE- Advanced. These latest agreements bring the total LTE design wins for CEVA DSPs to date to more than 20, and form the foundation for future royalty growth. Finally, while the competitive 2G market is experiencing pricing pressure, our volume growth in the lucrative 3G market during the quarter significantly outpaced that of the overall 3G space, as low and mid-range 3G smartphones gain traction.” …
        About CEVA, Inc.
        CEVA is the world’s leading licensor of silicon intellectual property (SIP) DSP cores and platform solutions for the mobile, portable and consumer electronics markets. CEVA’s IP portfolio includes comprehensive technologies for cellular baseband (2G / 3G / 4G), multimedia (HD video, Image Signal Processing (ISP) and HD audio), voice over packet (VoP), Bluetooth, Serial Attached SCSI (SAS) and Serial ATA (SATA). In 2011, CEVA’s IP was shipped in over 1 billion devices and powers handsets from every top handset OEM, including HTC, Huawei, LG, Motorola, Nokia, Samsung, Sony and ZTE. Today, more than 40% of handsets shipped worldwide are powered by a CEVA DSP core. For more information, visit www.ceva-dsp.com. Follow CEVA on twitter at www.twitter.com/cevadsp.
        LTE-A Ref.Architecture [part of the Ceva-XC4000 product page, Feb 20, 2012]
        CEVA-XC4000 multi-mode LTE-Advanced reference architecture
        Based on multiple CEVA-XC4000 processors, CEVA offers a complete multimode LTE-Advanced reference architecture targeting LTE-A Rel-10 Cat-7. The reference architecture was developed together with mimoOn, a member of the CEVA-XCnet partner program and addresses the entire PHY layer requirements.
        Reference architecture highlights:
          • A complete LTE PHY system architecture addressing the entire PHY layer requirements of multiple standards in software including: TD-LTE-A, HSPA+ Rel-9, TD-SCDMA, WiMAX and more
          • Built around CEVA-XC4000 processors with minimal complementary hardware accelerators
          • Offers industry’s most competitive SDR platform in terms of both cost and power consumption
          • Supports maximal throughput of LTE-A Rel-10 CAT-7 UE FDD (DL: 300Mbps, UL: 100Mbps) with up to 8×4 MIMO and carrier aggregation of up to two carrier components to a total of 40MHz channel
          • High operating margins enabling customer differentiation by software
          [See also the related press release, as well as the  CEVA Continues to Dominate DSP IP Market with 90% Market Share [May 14, 2012] press release]

          CEVA is also a best case for the trend determining the future of the semiconductor IP ecosystem, especially with the above “small print” example of a reusable LTE Advanced subsystem. More about the formation of such a trend you can find in the <<sticking with the “Goliath”>> section below.


          – When sticking with the “Goliath”: ARM Holdings Plc

          Then there are a number of vendors with an ecosystem of surrounding IP partners such as ARM Holdings Plc on the higher end (which we’ve already presented in the earlier, “Market Overview” section) and CAST Inc. on the lower one.

          Let’s examine the future of the semiconductor IP ecosystem through the eyes of these two companies. What they can offer strategically to their customers? Why customers are selecting the smaller and much less influential offerings from CAST against the “industry behemoth” ARM? What does it mean for a customer sticking with one against the other?

          Making IP work and getting the right SoC! [Global Semiconductor Alliance (GSA) Intellectual Property blog, July 18, 2012]

          Jack Browne, Vice President, Marketing, Sonics, Inc.

          Designers defining the next generation SoCs are adding more cores in pursuit of the ever increasing user experience. Whether for pacesetting smart phones, WiFi routers, or personal medical devices, making all this IP work as intended in the SoC requires system IP.  System IP includes the on-chip network, performance analysis tools, debug tools, power management and memory subsystems necessary for best in class SoCs. Whether used by the architect in the initial definition of the SoC or the layout engineer finalizing timing for place and route closure, system IP is critical to the design insuring that the capabilities of the SoC will meet the required end user experiences.

          For complex SoCs over 100 IP blocks may be included in a design.  Choices can be tough, with over a hundred IP vendors offering solutions, each with multiple products.  The System IP eases the design burden by supporting both IP blocks and subsystems with the necessary broad range of interface protocols, widths, frequency domains and power domains.

          System IP eases the challenges of maintaining a common software platform over multiple generations of SoC’s, built with varying IP cores and subsystems. Market research firm Semico, forecasts subsystem functions for computing, memory, video, communications, multimedia, security and system resource management. The increased abstraction from subsystems gives productivity benefit (leveraging use of commercial IP blocks) as well as differentiation through the integration of in-house IP blocks with standard industry IP blocks into reusable subsystems. A computing subsystem example would be ARM’s big.LITTLE CPU clusters where ARM does most of the integration ahead of time with the designer doing final configuration of features and/or number of coresAnother example would be faster communication subsystems like LTE advanced subsystems [we have already shown CEVA’s LTE-A Ref.Architecture above as the best example for that]. By customizing a 4G LTE advanced subsystem solution with internal technology, SoC design teams can differentiate from standard IP blocks using their internal expertise while leveraging the shared R&D benefits of merchant 4G IP subsystems.

          With the increasing cost of today’s SoCs, many are designed for multiple markets where not all of the functionality of the SoC is in use.  Many also have multiple usage scenarios within a given market, e.g. music playback on our smartphone. With the importance of battery life, managing the power of a SoC, including the ability to power off unused blocks, gives the best battery life.  Today’s 28nm SoCs are using dozens of power domains and even more clock domains to meet the performance and battery life requirements. By moving to system IP supporting hardware centric control of power transitions, end users will make more use of Dark Silicon (normally powered off) for better battery life as compared to interrupt centric software power management control.

          When starting a new SoC design, your choice of system IP is a key early decision as you have now selected the on-chip network, performance analysis tools, debug tools, power management and memory subsystems available for your design.  Making the right choice can provide a 2x benefit over other choices with regard to performance, power and cost, so make an informed choice.

          Foundry and IP Business Model: Alive and Well [Global Semiconductor Alliance (GSA) Intellectual Property blog, May 16, 2012]

          Dr. John Heinlein, Vice President, Marketing, ARM Physical IP Division

          … The IP ecosystem … is diverse and vibrant, with today’s IP providers offering many IP types, spanning a wide range of power, performance and area tradeoffs.  As an example, at 45 and 40nm various industry databases list between 450-620 licensable IP blocks available.  Furthermore, the latest IP developments at 45nm and 28nm include extensive power management capabilities, cost tradeoffs and implementation options that give designers choices for their chip.  Only through this ecosystem diversity can we have the rich and competitive landscape to address the many market segments the industry serves.

          Major technology investments are occurring across the foundry space, with new leading-edge R&D investments in fundamental process technology being made.  These investments span major companies like IBM, TSMC, Samsung, GLOBALFOUNDRIES, research consortia like IMEC and even new entrants like SuVolta, all of which are driving for aggressive technologies.  Today, 32 and 28nm products are in production and many more ramping to production.  Following that, there is a range of solutions already announced at 20nm that deliver the next node of planar bulk CMOS scaling.  Furthermore, the industry has clearly shown its commitment to investing in the next wave of 20nm and 14nm solutions beyond bulk ranging from FinFET to fully depleted SOI. …

          Clean Sweep at 28nm for ARM Artisan Physical IP [GSA Intellectual Property blog, Oct 11, 2011]

          John A. Ford, Director of Product Marketing, Physical IP Division, ARM

          On October 6th, UMC announced the selection of the ARM® Artisan® Physical IP Platform for the UMC foundry sponsored IP program. This new platform for UMC’s 28nm high-K metal gate (HKMG) process is a natural continuation of the long standing relationship between ARM physical IP division and UMC. ARM Artisan IP has been successfully used in millions of SoCs produced at UMC for more than 10 years on 180nm, 130nm, 90nm, 65nm and 55nm process technologies. The addition of UMC to ARM’s family of 28nm Physical IP platforms has a larger meaning than just a high quality set of IP on a technology-leading process. ARM Artisan IP is now the only physical IP platform available at all four of the 28nm commercial foundries in the world: TSMC, UMC, GLOBALFOUNDRIES, and Samsung.

          This makes good sense considering ARM’s expertise in physical IP optimization and years of establishing early foundry engagement on advance node IP development. ARM started work on physical IP for HKMG processes way back in 2008 with test chips and process qualification chips for IBM’s 32nmLP process. 32nmLP process was the first commercially available HKMG process and is now in high volume production at Samsung for smart phone, tablet and other applications. With millions of production SoCs at 32nm, 28nm is actually the 2nd generation of HKMG IP from ARM and includes all the critical design technique learning from 32nm development and production. ARM is deploying a full platform of standard cells, logic products, memory compilers and interface products at 28nm. Customers can benefit from being able to use consistent IP at all four foundries for the development of their SoC. With ARM’s exhaustive silicon validation process, customers have the assurance, peace of mind and confidence that only comes for using ARM IP.

          We’re not stopping there. ARM is now actively developing 20nm physical IP at both IBM and TSMC, with 5 test chips taped out starting in 2009 and several more planned for 2012 and 2013. By engaging early with foundries and developing IP in parallel with the process development, ARM ensures that designers can achieve the full entitlement of the technology, with a high degree of manufacturability. Foundries engage with ARM as a partner for early physical IP because of the long experience we have in developing physical IP on advanced process including CMOS SiON, CMOS HKMG and SOI. …

          ARM big LITTLE processing: Saving Power through heterogeneous multiprocessing and task content migration [chipestimate YouTube channel, June 18, 2012]

          Brian Jeff Product Manager at ARM. IP Talks speaker with ChipEstimate.com at DAC 2012 in San Francisco. ARM big LITTLE processing: Saving Power through heterogeneous multiprocessing and task content migration.
          From: Enabling Mobile Innovation with the Cortex™-A7 Processor [ARM whitepaper for TechCon 2011 by Brian Jeff, Oct 15 2011]
          Market requirements for high-end mobile
          High-end smartphones require high performance applications processors and graphics processors, but instantaneous performance requirements are highly elastic. During web browsing, for example, peak performance is required when pages are first rendered, but much lower levels of processor performance are required when reading or scrolling down a page. Similarly, applications have varying levels of performance requirements, typically requiring very high performance during launch, and low to moderate levels of required performance during at least some portion of runtime. For voice calls, the level of performance required by the applications processor is quite low, even on a high-end smartphone.
          Given the wide range of required performance, it would be ideal if the phone could use a very power efficient CPU some of the time, and migrate the context to a high performance CPU at other times. ARM has been researching this idea for several years, and has specifically designed the Cortex-A7 CPU not only to ideally fit all but the high-end performance requirements of a high-end smartphone, but also to be able to connect tightly with the larger and higher performance Cortex-A15 CPU in a coherent system. When connected together through AMBA Coherency Extension (ACE) interface a Cortex-A15 CPU cluster can be connected with a cluster of Cortex-A7 CPUs in a processor complex with a single memory map, hardware managed cache coherency, and the ability to run workloads on the large CPU cluster or small CPU cluster depending on instantaneous performance requirements. This concept created by ARM is called big.LITTLE processing.

          image

          big.LITTLE Processing
          Big.LITTLE refers to the coherent combination of High Performance and Power Efficient ARM CPUs A platform that contains both Cortex-A15 (big) and Cortex-A7 (LITTLE) can execute across a wider performance range with better energy efficiency than a single processor. Hardware coherency between Cortex-A15 and Cortex-A7 enables distinct big.LITTLE use models, either migrating context between the big and little clusters, or OS aware thread allocation to the appropriately sized CPU or CPUs. The CCI-400 cache coherent interconnect enables an extremely fast context migration between the big and little CPU clusters. Finally, software views the big and LITTLE CPU clusters identically, and transitions are managed automatically by OS power management or directly by the OS. The Net result of big.LITTLE power management is a platform with the peak performance of the Cortex-A15, and average power consumption closer to the Cortex-A7. This enables significantly higher performance at lower power than today’s high-end smartphones. The concept of big.LITTLE processing is only briefly introduced here; a more complete description of the ardware, software, and system implementation of big.LITTLE processing is covered in other TechCon resentations.
          From: Big.LITTLE Processing with ARM Cortex™-A15 & Cortex-A7 [ARM whitepaper by Peter Greenhalgh, Sept 15 2011]
          In general, there is a different ethos taken in the Cortex-A15 micro-architecture than with the Cortex-A7 micro-architecture.  When appropriate, Cortex-A15 trades off energy efficiency for performance, while Cortex-A7 will trade off performance for energy efficiency.  A good example of these micro-architectural trade-offs is in the level-2 cache design.  While a more area optimized approach would have been to share a single level-2 cache between Cortex-A15 and Cortex-A7 this part of the design can benefit from optimizations in favor of energy efficiency or performance.  As such Cortex-A15 and Cortex-A7 have integrated level-2 caches.
          Table 1 illustrates the difference in performance and energy between Cortex-A15 and Cortex-A7 across a variety of benchmarks and micro-benchmarks.  The first column describes the uplift in performance from Cortex-A7 to Cortex-A15, while the second column considers both the performance and power difference to show the improvement in energy efficiency from Cortex-A15 to Cortex-A7.  All measurements are on complete, frequency optimized layouts of Cortex-A15 and Cortex-A7 using the same cell and RAM libraries. All code that is executed on Cortex-A7 is compiled for Cortex-A15.
            Cortex-A15 vs Cortex-A7 Performance Cortex-A7 vs Cortex-A15 Energy Efficiency
          Dhrystone 1.9x 3.5x
          FDCT 2.3x 3.8x
          IMDCT 3.0x 3.0x
          MemCopy L1 1.9x 2.3x
          MemCopy L2 1.9x 3.4x

          Table 1 Cortex-A15 & Cortex-A7 Performance & Energy Comparison

          It should be observed from Table 1 that although Cortex-A7 is labeled the “LITTLE” processor its performance potential is considerable.  In fact, due to micro-architecture advances Cortex-A7 provides higher performance than current Cortex-A8 based implementations for a fraction of the power.  As such a significant amount of processing can remain on Cortex-A7 without resorting to Cortex-A15.

          big.LITTLE Task Migration Use Model
          In the big.LITTLE task migration use model the OS and applications only ever execute on Cortex-A15 or Cortex-A7 and never both processors at the same time.  This use-model is a natural extension to the Dynamic Voltage and Frequency Scaling (DVFS), operating points provided by current mobile platforms with a single application processor to allow the OS to match the performance of the platform to the performance required by the application.
          However, in a Cortex-A15-Cortex-A7 platform these operating points are applied both to Cortex-A15 and Cortex-A7.  When Cortex-A7 is executing the OS can tune the operating points as it would for an existing platform with a single applications processor.  Once Cortex-A7 is at its highest operating point if more performance is required a task migration can be invoked that picks up the OS and applications and moves them to Cortex-A15.
          This allows low and medium intensity applications to be executed on Cortex-A7 with better energy efficiency than Cortex-A15 can achieve while the high intensity applications that characterize today’s smartphones can execute on Cortex-A15.

          image

          An important consideration of a big.LITTLE system is the time it takes to migrate a task between the Cortex-A15 cluster and the Cortex-A7 cluster.  If it takes too long then it may become noticeable to the operating system and the system power may outweigh the benefit of task migration for some time.  Therefore, the Cortex-A15-Cortex-A7 system is designed to migrate in less than 20,000-cycles, or 20-microSeconds with processors operating at 1GHz.
          big.LITTLE MP Use Model
          Since a big.LITTLE system containing Cortex-A15 and Cortex-A7 is fully coherent through CCI-400 another logical use-model is to allow both Cortex-A15 and Cortex-A7 to be powered on and simultaneously executing code.  This is termed big.LITTLE MP, which is essentially Heterogeneous MultiProcessing.  Note that in this use model Cortex-A15 only needs to be powered on and simultaneously executing next to Cortex-A7 if there are threads that need that level of processing performance.  If not, only Cortex-A7 needs to be powered on.
          big.LITTLE MP is compelling because it enables threads to be executed on the processing resource that is most appropriate.  Compute intensive threads that require significant amounts of processing performance, as their output is user visible, can be allocated to Cortex-A15.  Threads that are I/O heavy or that do not produce a result that is time critical to the user can be executed on Cortex-A7.
          A simple example of a non-time critical thread is one associated with e-mail updates.  While web browsing the user will want email updates to continue, but it does not matter if they are done at CortexA15 performance levels or Cortex-A7 performance levels.  Since Cortex-A7 is a more energy efficient processor it makes more sense to take a LITTLE longer, but consume less battery life.
          Finally, as a fully coherent system can create a significant volume of coherent transactions, Cortex-A15, Cortex-A7 and CCI-400 have been designed to cope with worst case snooping scenarios.  This includes the case where a Mali™-T604 GPU is connected to one of the I/O coherent CCI-400 ports and every transaction is snooping Cortex-A15 and Cortex-A7 at the same time as Cortex-A15 and Cortex-A7 are snooping each other.
          From Combining large and small compute engines – ARM Cortex-A7 [by Brian Jeff on ARM SoC Design blog, Oct 19, 2011]
          The fourth and final thing is to ensure these engines work with a regular transmission.
          We needed to ensure there was a simple software approach to controlling the big.LITTLE switch consistent with power management mechanisms already in place. Current smartphones and tablet devices make use of Dynamic Voltage and Frequency Scaling (DVFS) and multiple idle modes for individual CPU cores and IP blocks in the application processor SoC. Our implementation of big.LITTLE modifies the back end of the driver which controls the processor’s DVFS operating point (for example cpu_freq in Linux/Android). Instead of three or four DVFS operating points, the driver now is aware of two CPU clusters each potentially with three or four independent voltage and frequency operating points, extending the range of performance tuning that existing smartphone power management solutions use. A big.LITTLE CPU cluster can be operated in a pure switching mode, where only one CPU cluster is active at a time under control of the DVFS driver, or a big.LITTLE heterogeneous multiprocessing mode where the OS is explicitly controlling the allocation of threads to the big or little CPU clusters and is thus aware of the presence of the different types of cores.

          ARM Cortex-A7 launch — Intro Simon Segars, President ARM Inc [US] [ARMflix YouTube channel, Oct 19, 2011]

          image

          ARM Cortex-A7 launch — Presentation, Mike Inglis, EVP & GM ARM Processor Division [ARMflix YouTube channel, Oct 19, 2011]

          The efficiency of the ARM architecture is the reason why ARM processors use less power and occupy a smaller footprint. The Cortex-A7 processor occupies less than 0.5mm2, using 28nm process technology, and provides compelling performance in both single and multicore configurations. Used as a stand-alone processor, the Cortex-A7 will deliver sub-$100 entry level smartphones in the 2013-2014 timeframe with an equivalent level of processing performance to today’s $500 high-end smartphones.

          image

          imageCortex-A7: Redefining Energy-Efficiency (DMIPS/mW)

          • Most energy-efficient applications processor
            ƒ- 5x the energy efficiency of mainstream phones
          • ƒPerformance to handle common workloads
            ƒ- >2x the performance of mainstream phone
          • Feature set and software compliant with Cortex-A15
            ƒ- Full backward compatibility
            ƒ- Scalable and extensible
          • Up to 20% more performance while consuming 60% less power

          From: Enabling Mobile Innovation with the Cortex™-A7 Processor [ARM whitepaper for TechCon 2011 by Brian Jeff, Oct 15 2011]
          The Cortex-A7 processor was designed primarily for power-efficiency and a small footprint. The design team based the pipeline on the extremely power efficient Cortex-A5 CPU, then added microarchitecture enhancements to increase performance and architectural enhancements to deliver full software compatibility with the Cortex-A15 CPU. These architectural enhancements include support for virtualization and 40-bit physical address space, and AMBA® 4 bus interfaces. Virtualization and large address space are unusual features for so small a CPU, but are critical to present a software view of the Cortex-A7 that is identical to the Cortex-A15 high-end CPU.
          Like the Cortex-A5, Cortex-A9, and Cortex-A8 processors that came before it, the Cortex-A7 processor is a full ARM v7A CPU, with support for the Thumb®-2 instruction set, optional 32-bit/64-bit floating point acceleration and optional NEON™ 128-bit SIMD architectural blocks. The Cortex-A7 also includes support for TrustZone® to enable secure operating modes which are increasingly important in modern mobile OEM designs. To bring higher scalability, the Cortex-A7 is also configurable as a multicore processor, supporting 1-4 cores in a coherent cluster.
          The Cortex-A7 is a simple in-order pipeline with significant but not complete dual-issue capability; however the careful choice of design features has enabled the performance of a single Cortex-A7 core to outperform the full dual-issue Cortex-A8 CPU on some important benchmark tests like web browsing, while consuming up to 60% less power.

          image

          Cortex-A7 Microarchitecture
          The roadmap below shows the legacy of Cortex-A class CPU designs, beginning with the Cortex-A8. In that design, ARM introduces the NEON SIMD architectural extension, and implemented a 2-way superscalar CPU that brought significant performance enhancements over the single-issue ARM11™. The Cortex-A9 extended the Cortex-A8 by bringing in MPCore capability for 1 to 4 CPU’s with cache coherency managed efficiently by a snoop control unit. The Cortex-A9 also introduced performance enhancements inside the core that brought a 20-30% performance increase over Cortex-A8 for a single core.
          image
          Cortex-A7 makes use of a simple 8-stage in-order pipeline, extended to include dual-issue capability on a reduced range of data-processing and branch instructions. Increased dual-issuing coupled with other microarchitectural improvements allow the Cortex-A7 to reach very good levels of performance with very low power consumption.
          image
          Other performance enhancing features include an integrated L2 cache, which reduces latency to L2 memory and external memory. The integrated L2 cache simplifies OS support as it uses system mapped registers and can be managed using CP15 operations rather than the memory mapped registers needed for an external L2 cache. Integrating the L2 cache controller also reduces the amount of area consumed by an external controller and enables a tighter integration of the controller with internal bus structures.
          The L2 cache controller itself was designed with low power in mind. The mechanism for looking up tags in the cache RAM includes consecutive tag followed by data lookup; similarly, the associativity is fixed at 8-way to balance performance against lookup energy. External requests are triggered on an L2 miss, rather than on speculative requests, to reduce energy.
          There are branch prediction improvements as well: the branch target instruction cache (BTIC) caches fetches after a direct branch and hides the branch shadow on tight loops.
          There are several improvements in memory system performance. The Load-Store path has been increased to 64-bits from the 32-bit path in the Cortex-A5. The external bus structure has been upgraded to 128-bit AMBA4 to improve bandwidth and introduce support for coherency extension beyond the 1-4 SMP cluster using AMBA 4 ACE.
          Energy Efficiency Features of the Microarchitecture
          There are several features of the L1 Memory system which reduce the power consumption of the CPU or the system. The merging Store-buffer after the write stage reduces data cache lookups. The 2-way set associative instruction cache trades off the slightly improved hit rate of a 4-way set associative cache for the reduced power on each lookup.
          Memory System Tuned to Minimize memory latency
          There are several performance optimizing features in the memory system. The address generation unit is shifted one stage back in the pipeline to enable a single cycle load-use penalty. The design team increased TLB size to 256 entries, up from 128 entries for the Cortex-A5 and Cortex-A9; this reduces page walks saving power and significantly improves performance for large workloads like web browsing with large data sets that span a large number of pages. Also, page tables entries can be cached in L1, improving the speed of page table walks on TLB misses. The bus interface unit has support for multiple outstanding read and write transactions. Finally, the physically indexed caches enable efficient OS Context switching.

          ARM Cortex-A7 launch — big.LITTLE demonstration, Nandan Nayampally, Director, Product Marketing [ARMflix YouTube channel, Oct 19, 2011]

          ARM Expands Processor Optimization Pack Solutions for TSMC 40nm and 28nm Process Variants [ARM press release, April 16, 2012]
          A Processor Optimization Pack solution is composed of three elements necessary to achieve an optimized ARM core implementation. First, it contains ARM Artisan® Physical IP logic libraries and memory instances that are specifically tuned for a given ARM core and process technology.
          This Physical IP is developed through a tightly coupled collaboration with ARM processor engineers in an iterative process to identify the optimal results. Second, it includes a comprehensive benchmarking report to document the exact conditions and results ARM achieved for the core implementation. Finally, it includes a POP Implementation Guide that details the methodology used to achieve the result, to enable the end customer to achieve the same implementation quickly and at low risk.
          “A single POP product can be applied to energy-efficient mobile, networking or even enterprise applications, providing a wide range of flexibility for ARM SoC partners to optimize performance and energy-efficiency while reducing risk in their designs,” said Simon Segars, executive vice president and general manager, Processor and Physical IP Division, ARM. “Only ARM can offer a complete roadmap of Processor Optimization Pack implementation solutions so deeply integrated and tightly aligned with ARM processor development activities now and into the future.”
          The summary below describes the existing and newly announced POP products for TSMC processes. ARM also incorporates the POP optimizations in hard macros of Cortex cores.
          POP availability by process technology
          TSMC 40LP
          TSMC 40 LP high speed options
          TSMC 40 G
          TSMC 28 HPM
          TSMC 28 HP
          ARM Cortex™-A5 Existing
          Cortex-A5
          New
               
          Cortex-A7
          New
          Cortex-A7
          New
           
          Cortex-A7
          New
           
          Cortex-A9 Existing
          Cortex-A9
          New
          Cortex-A9 Existing
          Cortex-A9
          New
          Cortex-A9
          New
               
          Cortex-A15
          New
          Cortex-A15
          Upcoming

          ARM Announces Cortex-A15 Quad-Core Hard Macro [ARM press release, April 17, 2012]
          Power-optimized implementation of quad-core hard macro on leading 28nm process
          ARM today announced the availability of a high performance, power-optimized quad-core hard macro implementation of its flagship ARM® Cortex™-A15 MPCore™ processor.  
          The ARM Cortex-A15 MP4 hard macro is designed to run at 2GHz and delivers performance in excess of 20,000DMIPS, while maintaining the power efficiency of the Cortex-A9 hard macro. The Cortex-A15 hard macro development is the result of the unique synergy arising from the combination of ARM Cortex processor IP, Artisan® physical IP, CoreLink™ systems IP and ARM integration capabilities, and utilizes the TSMC 28HPM process.
          The low leakage implementation, featuring integrated NEON™ SIMD technology and floating point (VFP), delivers an extremely competitive balance of performance and power and is ideal for wide array of high-performance computing applications for such as notebooks through to power-efficient, extreme performance-orientated network and enterprise devices. 
          The hard macro was developed using ARM Artisan 12-track libraries and the recently announced Processor Optimization Pack™ (POP) solution for the Cortex-A15 on TSMC 28nm HPM process. This follows the recent announcement of a broad suite of POPs for all Cortex-A series processors (see ARM Expands Processor Optimization Pack Solutions for TSMC 40nm and 28nm Process Variants, 16th April 2012)
          Full configuration and implementation details will be presented at the Cool Chips conference (18-20 April) in Yokohama, Japan. Further information is contained in an accompanying blog.
          “For SoC designers looking to make a trade-off between the flexibility offered by the traditional RTL-based SoC development strategy and a rapid time to market, with ensured, benchmarked power, performance and area, an ARM hard macro implementation is an ideal, cost-effective solution,” said Jim Nicholas, vice president of Marketing, processor division, ARM. “This new Cortex-A15 hard macro is an important addition to our portfolio and will enable a wider array of partners to leverage the outstanding capabilities of the Cortex-A15 processor.”
          See also:
          Squaring the circle – Optimizing power efficiency in a Cortex-A15 processor [Haydn Povey on SoC Design blog of ARM, April 17, 2012]
          Simplifying SoC’s with Hard Macros – New solutions for old problems [Haydn Povey on SoC Design blog of ARM, Oct 20, 2011]: “For me, the most important aspect of this talk was the public announcement of the availability of a new Cortex™-A5 Hard Macro for the TSMC 40nm Low Power node (40LP) which can achieve a whopping speed of over 1GHz in a tiny footprint of just 1mm2. … there will always be partners who need the full flexibility of RTL and POPs, but there is also a group for whom having a pre-integrated and hardened ready to run solution out of the box is the best route to market.”
          –  Hard Macro Processors [ARM product page, April 17, 2012]
          The ARM Hard Macro portfolio offers performance and power optimized hard macrocell implementations of the Cortex™-A series processors. For SoC designers looking to make a trade-off between the multifaceted flexibility offered by the traditional RTL based SoC development strategy and the significant costs and efforts it involves, the ARM Hard Macro portfolio is an exciting alternative that enables higher profitability through benchmarked PPA (Performance, Power, and Area), design risk reduction and faster time to market.

          ARM Hard Macros are available in a number of different implementation options with more being added.
          Currently the following options are available.
          Processor TSMC 40LP TSMC 40G TSMC 28HPM
          Cortex-A5 Single-core X    
          Cortex-A9 Dual-core   X  
          Cortex-A15 Quad-core     X
          Processor Optimization Pack™ (POP) solutions targeting ARM Cortex™ processors [ARMflix YouTube channel, April 16, 2012]
          ARM Artisan Physical IP Delivers Optimized Performance and Energy-Efficiency for ARM® Cortex™-A5, Cortex -A7, Cortex-A9 and Cortex-A15 cores.

          ARM Holdings Management Discusses Q2 2012 Results – Earnings Call Transcript [Seeking Alpha, July 25, 2012]

          If I look at physical IP, the story here is our physical IP is being used right across the different sectors that ARM’s processors are used in. We’re continuing with the processor optimization package activity. It was a record quarter for POPs. The best quarter we’ve had. So total of over 32 POPs sold now, still about a 50% attach rate with Cortex-A licensees, so that’s good in terms of generating royalty for the future.

          image

          [Note that here are only 13 companies shown out of those 32 POP licensees.]

          And also good in terms of generating royalty for the future is that this quarter, we had 4 new fabless semiconductor companies adopting ARM physical IP for their 28nm designs and beyond. So that is good for royalty growth going forward.

          Note: On the very first “Q2 2012 Highlights” slide one could see the following overall split:

          image

          The overall 77% share of processor division comprised of 31% licensing (the lighter blue)and 47% of royalties. So that is a pretty mature part of the business overall, although the Mail GPU part of it is still developing:

          Let’s — I should just highlight, we’ve got on the slide, of course, millions now of Mali devices as well, are going into those Cortex-A-based chips. And as far as Mali is concerned, then we are very much on track for the 100 million-plus units that we expect to deliver this year.

          as around 180 million Cortex-A units were shipped in the first half alone (see the graph in the next exerpt from the earnings call).

          The “Revenue Split Analysis” slide from the Appendix, however, is showing that due to the steadily growing application processor business (simply indicated Processor Division, PD) the share of the Physical IP business (simply indicated Physical IP Division, PIPD) was not growing for the last four years:

          image

          With extremely high interest in upcoming technologies of 28nm and beyond more and more Cortex licensees will (should) exploit the POP opportunity. Here is the low-end SoC market leader, MediaTek (Taiwan) example of its upcoming flagship products which should definitely use PoP as well for such a tight delivery schedule (considering the just 10 months availability of Cortex-A7 for licensing, i.e. ~15 months relative to Jan’13 SoC delivery vs. 2-3 years which were required previously):

          MediaTek a product roadmap leaked: Quad-core code-named MT6588 [MTK Smartphones Network (MTK手机网), July 27, 2012]
          Update: later was renamed and came to market as MediaTek MT6589 quad-core Cortex-A7 SoC with HSPA+ and TD-SCDMA is available for Android smartphones and tablets of Q1 delivery [this same blog, Dec 12, 2012]

          From a recently obtained electronic forum information abroad we see that the MT6585 code communicated earlier for the quad-core MediaTek smartphone chipset is wrong. The true model code is MT6588. It is built on the 28nm process in order achieve higher performance level than the dual-core MT6577 technology.
          MT6588 has a 4-core CPU [Cortex-A7 (!), see on the second slide below] clocked at 1GHz [1.XGHz rather, see the included slides below, as well the latest rumor about that being 1.7GHz or 1.5GHz], supports dual-channel at maximum 1066Mbps, has an integrated multimode modem for WCDMA [+ it is delivering HSPA+ WCDMA performance (!) vs just HSPA with MT6577/75, see the first slide below] and TD (!), that is it can support both Unicom [latest upgrade to HSPA+ service, see here] and China Mobile 3G network, supports an up to 13 MP camera and 1080P video playback. It finally has a GPU upgrade with SGX544, doubles the resolution to 1280×800 HD level, and has 32KB L1 cache and 1MB L2 secondary cache.
          Along the MT6588 there is a 28nm dual-core version, MT6583 on the MediaTek 2012 product roadmap. From the chipset parameters it is evident that MT6583 is a scaled down version of MT6588. It has 2 cores less, the camera support is 8MP, the video decoder is of 720P level, and the resolution is down to 854×480.
          It is understood that MT6588 and MT6583 will be in production in the first quarter of 2013, early next year the fastest.

          The MediaTek product roadmap

          MTK MT6588 chip Introduction

          MediaTek to launch quad-core smartphone solutions in 1Q13, says paper [DIGITIMES, Aug 6, 2012]

          MediaTek is expected to launch its first quad-core smartphone solution, the MT6588, in the first quarter of 2013, according to a Chinese-language Liberty Times report. The MT6588 features a quad-core 1.5GHz or 1.7GHz Cortex-A7 CPU, supporting WCDMA and TD-SCDMA technologies.

          The MT6588, which features a 13-megapixel camera, also supports 1080p video playback and a display resolution of 1280 by 800 pixels. The chip will be built using a 28nm process, the paper said.

          Additionally, MediaTek will also roll out a 28nm dual-core solution, the MT6583, during the same quarter. While the dual-core CPU of the MT6853 will also run at 1.5GHz or 1.7GHz, the chip will support a resolution of 854 by 480 pixels targeting a segment different from that of the MT6588, the paper indicated.

          Back to: ARM Holdings Management Discusses Q2 2012 Results – Earnings Call Transcript [Seeking Alpha, July 25, 2012]

          imageOne thing we are seeing is the value coming through in mobile, generally, the increasing number of smartphones, and within the smartphones themselves, an increasing number of Cortex-A products. And you can see a little histogram halfway down the slide, the top bar there is the ARM11. So ARM11 is still accounting for 40%, roughly, of the apps processors. And the Cortex-A is accounting for, roughly, 60% of the apps processors. But within that Cortex-A, you can see dual-core Cortex-A increasing significantly if you compare the situation with a year ago. And that’s good news from a value point of view for ARM as royalty, because typically these chips are more expensive. So single-core moving to dual-core and quad-core is a good trend for us. And note also, the underlying growth in sheer volume of our apps processors in smartphones. Don’t forget, with all this gloom and doom around, smartphones continues to be an area of significant growth for the business, and we’re looking forward to 30% thereabout growth in smartphones year-on-year so — for the year as a whole.
          ARM in MCU and Internet of Things
          imageGrowing standardisation around ARM in Microcontrollers
          – More than 100 companies have now licensed Cortex-M class processors mainly for microcontrollers, smart sensors and smartcards
          – Cortex-M0+ is ARM’s most energy efficient processor for microcontrollers
          Collectively, if you look at the line cards from the ARM partners, there are over 1,400 different ARM microcontroller products that you can go out and buy from ARM partners today. And that’s going to be a much bigger number by the time we’re all of that licensing that we’ve been doing gets into Silicon production.
          Earlier this year, we launched the Cortex-M0+ product … And again, at the Freescale technology forum, we saw an excellent demonstration of that power efficiency, where they literally had an ARM-powered charger, crank it up with a crank handle, charged a few capacitors up in the range of different microcontrollers and of course, the Cortex-M0+ went on and on and on. So that’s a great product.
          As far as the range of opportunities is concerned, it’s huge, and we’re starting to get design ins and as we start to get design ins, so more and more semiconductor companies are jumping onto the ARM-based microcontroller party. And they’re making these decisions in order to position themselves for the Internet of Things way.
          imageInternet of Things brings new opportunities
          – Combining radio technology with ARM-based microcontrollers and sensors
          – Huge range of applications, billions of opportunities
          – New products announced from Freescale, NXP and Toshiba in Q2

          In terms of volume shipments, at the moment then we saw another great quarter, where if we look year-on-year on microcontroller shipments up about 20% compared with industry shipments, up about 8%.

          Freescale: History & Future of “Internet of Things” – Design West (ESC) 2012 [ARMflix YouTube channel, March 28, 2012]
          Jim Trudeau, Solutions Technical Marketing from Freescale on the Cortex-M0+, the Internet of Things and Freescale’s Kinetis L Series
          See more: The Internet of Things, the ultimate mashup [Jim Trudeau on Software Meets Silicon blog of Freescale, April 17, 2012], published on ARM blog as “The Internet of Things, a Triad of Partners, and the Singularity of Change
          Implementing connectivity is where a company like Motomic Software comes into play. They bring Human Machine Interface (HMI) capability to a new arena. With connectedness comes the need for HMI to get smarter, to display what we really need to know when we need to know it in better ways. Take the lowly thermostat – as simple as its task, a traditional digital thermostat UI is typically confusing to use. A modern, simple UI in a “learning” thermostat can be quite simple. The contrast in complexity is startling as shown in Figure 1.
          Attached Image
          Figure 1: Contrasting Digital Thermostat UI
          Motomic Embedded Software Tools for IOT – Design West (ESC) 2012 [ARMflix YouTube channel, March 28, 2012]
          Motomic tells us about embedded software tools for applications focusing on Internet of Things, plus a demo of an embedded browser and media grid. http://www.motomicsoftware.com/
          See more: A Face for the Internet of Things [Mike Gee, CEO of Motomic Software, Inc. as a guest blogger on Embedded blog of ARM, June 11, 2012 ]
          … Motomic has created two browsers. Both browse and render HTML/CSS. Motomic’s µButterfly “microbrowser” runs in as little as ~320 KB Flash and 109 KB RAM. The Butterfly “minibrowser” is based on Qt, it supports features such as TrueType fonts, anti-aliasing and alpha blending. It requires 6+ MB of Flash. The RAM requirement depends on screen size and content requirements, starting around ~1 MB.
          Attached Image
          Both leverage the very low power requirements and very small footprints of ARM’s Cortex-M0+ and Cortex-M4 microprocessors that are too small to run a web browser such as WebKit, Chrome, Mozilla, etc. These small processors can now accurately render HTML/CSS content previously reserved for higher-end processors.
          Qt on Future’s WVGA display [MotomicSoftware YouTube channel, July 9, 2012]
          Nokia Qt for Freescale’s MQX real-time operating system on Kinetis K70 @ Future Electronics’ WVGA (800×480) PIM (Passive Intermodulation http://en.wikipedia.org/wiki/Intermodulation#Passive_Intermodulation) displays …. By adding Qt to MQX, you can: develop Qt-based applications for MQX, begin with the latest prebuilt, prevalidated, preintegrated Qt version, ready for your first deployment on one or more hardware platforms—you don’t need to build Qt, add splash screens with the world’s fastest animations, deploy Qt applications to your embedded devices automatically, leverage hardware optimizations and future-proof your hardware platforms. Motomic also lets you add media to MQX, for example advertisements or instruction videos. You can add social networking, games and browser functionality to your applications and products. Motomic helps you distribute your Qt application across networks.
          Development for the IoT is also being boosted by the Embedded Software Store. Motomic’s browsers and hundreds of other components for developing embedded software are accessible. Pre-built components allow solutions to be assembled more rapidly and with lower project risk. Complex systems can now be built rapidly by adding pre-built components.
          Innovative solutions like the Embedded Software Store (source of pre-built components for embedded developers), Motomic’s browsers, and ARM’s range of processors are allowing the creativity of developers to envision and build highly innovative solutions for the Internet of Things.
          ARM Embedded Software 2.0 [chipestimate YouTube channel, June 19, 2012]
          Will Tu, Director of Business Development at ARM. IP Talks speaker with ChipEstimate.com at DAC 2012 in San Francisco.
          See more:
          Advances in technology create new problems for today’s embedded developers [Will Tu on Software Enablement blog of ARM, Oct 12, 2011]
          Solving the Challenge of Software Complexity for Today’s Embedded Developer [Will Tu on Software Enablement blog of ARM, Oct 26, 2011]
          Avnet Electronics Marketing and ARM Launch Embedded Software Store [ARM press release, Oct 26, 2011]
          … Users can choose from a broad array of reputable embedded software vendors, including ARM, CMX Systems, Inc., DSP Concepts, Micrium, Motomic, YaSSL, and others. New software vendors are invited to join the initiative on an ongoing basis. The site also offers a quick download delivery system and preview of all license agreements in advance of purchase. Users are encouraged to participate in the Embedded Software Store’s online community to create a strong ecosystem of software support for ARM technology. … The site is fully operational and accessible at www.embeddedsoftwarestore.com

          AvnetEMA and ARM Launch Embedded Software Store [AvnetEMA YouTube channel, Nov 1, 2012]

          Watch a demo of the new Embedded Software Store

          Kinetis L Series & Energy Efficiency: FTF Keynote Demo [freescale YouTube channel, July 31, 2012]

          Freescale Debuts Kinetis L Series, World’s Most Energy-Efficient Microcontrollers [Freescale press release, Jun 19, 2012]

          Freescale Semiconductor (NYSE: FSL) is now offering alpha samples of its Kinetis L series, the industry’s first microcontrollers (MCUs) built on the ARM® Cortex™-M0+ processor. Kinetis L series devices are on display this week at the Freescale Technology Forum (FTF) Americas and were demonstrated during the event’s opening keynote address.
          As machine-to-machine communication expands and network connectivity becomes ubiquitous, many of today’s standalone, entry-level applications will require more intelligence and functionality. With the Kinetis L series, Freescale provides the ideal opportunity for users of legacy 8- and 16-bit architectures to migrate to 32-bit platforms and bring additional intelligence to everyday devices without increasing power consumption and cost or sacrificing space. Applications, such as small appliances, gaming accessories, portable medical systems, audio systems, smart meters, lighting and power control, can now leverage 32-bit capabilities and the scalability needed to expand future product lines – all at 8- and 16-bit price and power consumption levels.
          The ARM Cortex-M0+ processor consumes approximately one-third of the energy of any 8- or 16-bit processor available today, while delivering between two to 40 times more performance. The Kinetis L series supplements the energy efficiency of the core with the latest in low-power MCU platform design, operating modes and energy-saving peripherals. The result is an MCU that consumes just 50 µA/MHz* in very-low-power run (VLPR) mode and can rapidly wake from a reduced power state, process data and return to sleep, extending application battery life. These advantages are demonstrated in the FTF demo, which compares the energy-efficiency characteristics of the Kinetis L series against solutions from Freescale competitors in a CoreMark benchmark analysis.
          *Typical current at 25C, 3V supply, for Very Low Power Run at 4MHz core frequency, 1MHz bus frequency running code from flash with all peripherals off.
          Features common to the Kinetis L series families include:
            • 48 MHz ARM Cortex-M0+ core
            • High-speed 12/16-bit analog-to-digital converters
            • 12-bit digital-to-analog converters
            • High-speed analog comparators
            • Low-power touch sensing with wake-up on touch from reduced power states
            • Powerful timers for a broad range of applications including motor control
              The first three Kinetis L series families:
                • Kinetis L0 family – the entry point into the Kinetis L series. Includes eight to 32 KB of flash memory and ultra-small 4mm x 4mm QFN packages. Pin-compatible with the Freescale 8-bit S08P family. Software- and tool-compatible with all other Kinetis L series families.
                • Kinetis L1 family – with 32 to 256 KB of flash memory and additional communications and analog peripheral options. Compatible with the Kinetis K10 family.
                • Kinetis L2 family – adds USB 2.0 full-speed host/device/OTG. Compatible with the Kinetis K20 family.
                  The Kinetis L series is pin- and software-compatible with the Kinetis K series (built on the ARM Cortex-M4 processor), providing a migration path to DSP performance and advanced feature integration.
                  Availability and pricing
                  Kinetis L series alpha samples are available now, with broad market sample and tool availability planned for Q3. Pricing starts at a suggested resale price of 49 cents (USD) in 10,000-unit quantities. The Freescale Freedom development platform is planned for Q3 availability at a suggested resale price of $12.95 (USD).
                  For more information about Kinetis L series MCUs, visit www.freescale.com/Kinetis/Lseries.

                  Kinetis L Series MCUs Built on the ARM Cortex-M0+ Core: What is the Plus For? [freescale YouTube channel, May 4, 2012]

                  http://www.freescale.com/kinetis/lseries – This informative video will address what is new with the Kinetis L Series MCUs built on the ARM(R) Cortex(TM)-M0+ and what the plus really means.

                  World’s Most Energy-efficient Processor From ARM Targets Low-Cost MCU, Sensor and Control Markets [ARM press release, March 13, 2012]

                  RM today announced the ARM® Cortex™-M0+ processor, the world’s most energy-efficient microprocessor. The Cortex-M0+ processor has been optimized to deliver ultra low-power, low-cost MCUs for intelligent sensors and smart control systems in a broad range of applications including home appliances, white goods, medical monitoring, metering, lighting and power and motor control devices.
                  The 32-bit Cortex-M0+ processor, the latest addition to the ARM Cortex processor family, consumes just 9µA/MHz on a low-cost 90nm LP process, around one third of the energy of any 8- or 16-bit processor available today, while delivering significantly higher performance.
                  The Internet of Things will change the world as we know it, improving energy efficiency, safety, and convenience,” said Tom R. Halfhill, a senior analyst with The Linley Group and senior editor of Microprocessor Report. “Ubiquitous network connectivity is useful for almost everything – from adaptive room lighting and online video gaming to smart sensors and motor control. But it requires extremely low-cost, low-power processors that still can deliver good performance. The ARM Cortex-M0+ processor brings 32-bit horsepower to flyweight chips, and it will be suitable for a broad range of industrial and consumer applications.”
                  The new processor builds on the successful low-power and silicon-proven Cortex-M0 processor which has been licensed more than 50 times by leading silicon vendors, and has been redesigned from the ground up to add a number of significant new features. These include single-cycle IO to speed access to GPIO and peripherals, improved debug and trace capability and a 2-stage pipeline to reduce the number of cycles per instruction (CPI) and improve Flash accesses, further reducing power consumption.
                  The Cortex-M0+ processor takes advantage of the same easy-to-use, C friendly programmer’s model, and is binary compatible with existing Cortex-M0 processor tools and RTOS. Along with all Cortex-M series processors it enjoys full support from the ARM Cortex-M ecosystem and software compatibility enables simple migration to the higher-performance Cortex-M3 and Cortex-M4 processors.
                  Early licensees of the Cortex-M0+ processor include Freescale and NXP Semiconductor. … The Cortex-M0+ processor is ideally suited for implementation with the Artisan® 7-track SC7 Ultra High Density Standard Cell Library and Power Management Kit (PMK) to fully capitalize on the ground-breaking low power features of the processor.
                  The Cortex-M0+ processor is fully supported from launch by the ARM Keil™ Microcontroller Development Kit, which integrates the ARM compilation tools with the Keil µVision IDE and debugger. Widely acknowledged as the world’s most popular development environment for microcontrollers, MDK together with the ULINK family of debug adapters now supports the new trace features available in the Cortex-M0+ processor. By utilizing these tools, ARM Partners can take advantage of a tightly coupled application development environment to rapidly realize the performance and ultra low-power features of the Cortex-M0+ processor.
                  The processor is also supported by third-party tool and RTOS vendors including CodeSourcery, Code Red, Express Logic, IAR Systems, Mentor Graphics, Micrium and SEGGER.

                  Module 1: Kinetis-L Introduction and Overview of Features [AvnetEMA YouTube channel, Aug 3, 2012]

                  Avnet Electronics Marketing presents a short overview of the ultra-low power, scaleable, feature-rich and easy — Cortex M0+ based Kinetis-L Series (32-bit ARM functionality with 8-bit ease-of-use)

                  Module 2: Kinetis-L Ultra Low-Power Features [AvnetEMA YouTube channel, Aug 3, 2012]

                  image

                  More information:
                  ARM Cortex-M0+: More than a low-power processor [Thomas Ensergueix on Embedded ARM blog, June 19, 2012]: “The Cortex-M0 MCU was quite unique when launched in 2009, offering a subtle mix of low-power, 32-bit performance and optimized code size, all of this packed in a very low gate count processor. … The new implementation of the very same ARMv6-M architecture with a 2-stage pipeline in Cortex-M0+ has given us 9% more performance while reducing the power consumption by around 30%.
                  Introducing the ARM Cortex-M0+ processor: The Ultimate in Low Power [ARM whitepaper by Joseph Liu, May 4, 2012]
                  ARM Cortex-M0+ Takes Flight on the Wings of Freescale’s Kinetis L Series [Danny Basler from Freescale as a guest partner blogger on Embedded ARM blog, March 14, 2012]
                  FTF 2012 and Everything ARM [Drew Barbier on ARM Embedded blog, Aug 1, 2012]
                  The Freedom Board [Erich Styger on Software Meets Silicon blog of Freescale, July 27, 2012]: “… my Freescale Kinetis L series Freedom board arrived. … The board will be available at Element 14/Farnell. It is expected to be publicly available by the end of September 2012, and you can pre-order now. The United States Element 14 site will have the board available for a suggested resale price of $12.95 (USD). In Europe it will be about 10 Euro. …
                  Freescale ARM technology powerhouse in action [The Embedded Beat (all posts) blog of Freescale, June 19, 2012]: “Freescale has become an ARM technology powerhouse, offering the most unique and massively broad portfolio on the market today. It starts with our Kinetis portfolio, and the new Kinetis L series based on the ARM Cortex™-M0+ core, extends to the new Vybrid controller solutions [featuring a unique dual core ARM Cortex-A5 + Cortex-M4 architecture that handles both MCU and MPU tasks on a single chip] that enable rich apps in real time,  and stretches to the ultimate multimedia and display solution – the scalable i.MX 6 series [based on the ARM® Cortex™-A9 architecture].

                  Continuing with the ARM Holdings Management Discusses Q2 2012 Results – Earnings Call Transcript [Seeking Alpha, July 25, 2012]

                  We now have nearly 900 licenses, and so that continues to grow. The pool of licenses that are out there to generate royalties for the future. If I look at just quarter on its own, 23 licenses in total, collection of Cortex-A licenses, including our 12 big.LITTLE licensee. So we’ve now got 12 partners signed up for big.LITTLE. At the other end of this scale, the microcontroller end, I was just talking about the Internet of Things, yes, more licensing of our Cortex-M products.

                  image
                  And our new architecture, the v8 architecture, the 64-bit stuff, we’ve now got 9 v8 licensees, including the latest architecture licensee. And we’ve got this rather, it’s with — rather ill-defined horizontal axis of time going along the slide here. We are at the stage where we’ve done a lot of lead licensing now. We are approaching the first Silicon, the product launch type phase and so the 64-bit program is on track. And the interesting thing about our 64-bit architecture, it is not just about high-end computing and servers, it’s actually people talking about using it and the mobile as well, talking about using it in infrastructure applications, some of the networking applications that I talked about a moment or 2 ago.

                  ARM in Networking and Servers

                  • imageLeading networking companies choosing ARM processor technology
                    – Another v8 architecture licensee for intelligent networking applications
                    – Freescale announced their first ARM-based chip for infrastructure applications
                    – HiSilicon, LSI, TI and Xilinx have already announced ARM-based chips for networking
                  … these smartphones, computers and everything, they have — they communicate and that communication means that they’re getting data from somewhere or they’re sending data somewhere. They’re sending over some data handling infrastructure. And the explosion in smartphones and more mobile computing and prevalence of the Internet is generating much more data. Some study suggests as much as 20x as much data over the sort of 10-year period from 2010 to 2020. And clearly, if that data is handled with the existing architecture, it’s going to consume 20x as much power, which is not a very sustainable situation. If you look at all the electricity generated in the world, then IT equipment accounts for about 10% of it, and if that is going to increase by a factor of 20, then we’ll going to have to build a lot more power stations. So that isn’t going to happen. People are going to look for more power efficient ways of designing this stuff, and here is the opportunity for ARM in networking. And so you see, as I mentioned a moment ago, a new v8 architecture licensee engaged in ARM in networking.
                  Freescale, I wasn’t there, Freescale technology forum a few weeks ago. Freescale busy announcing their extensive networking product range, switching to adopt the ARM architecture. We’ve seen similar indications from HiSilicon, LSI, TI, Xilinx and so on. Everybody is realizing that in order to get more power efficient products here, then ARM is a great solution. imageAnd it’s the same power efficiency story, which is behind ARM’s activity in servers.
                  • Servers bringing new opportunities
                    – Dell launches ARM-based server with 48 quad-core chips by Marvell
                    – Calxeda demonstrated 15x power/performance improvement
                    – Canonical announces server grade software for ARM-based chips

                  ARM Holdings Management Discusses Q2 2012 Results – Earnings Call Transcript, Question-and-Answer Session [Seeking Alpha, July 25, 2012]

                  Unknown Analyst … you’ve been talking about 64-bits sort of v8 architecture taping out relatively soon. Maybe you could — if you could give us a bit more details on what type of products would come on the market in the next 12 months for these 64-bit, if it’s only servers and other things.

                  D. Warren A. East

                  … On the second question, about 64-bits, then as I said in the presentation, it’s being used across a range of different applications, including mobile and computing. Servers is a very visible application area, where as we’ve said before, our penetration in the server market is limited until such time as we deploy 64-bit solutions. And I think it’s well known that one of our early 64-bit architecture licensees is targeting server applications and so probably, you’ll see that Silicon fairly early on. If we move along and move back.

                  Unknown Analyst I think, Calxeda provided some interesting milestones this quarter in terms of the server progress. I’m just wondering, whether you can talk to how you feel the progress is going there in terms of actual sort of processing. Secondly, I just wondered whether — part of interesting slide just on the multi-core effect in the quarter, I just wondered, whether you have a sense of how much of your units shipped in mobile today is actually on quad-core based devices, versus dual-core, so the impact of quad-core presumably is still to come.
                  D. Warren A. East
                  Okay. On Calxeda and the server activity, I really don’t have anything else to say. We’re very pleased with the progress. The data that’s coming out suggests that all the experiments that we did before and all the simulation that we did before is being proven in Silicon. And bear in mind, this first Calxeda Silicon is actually Cortex-A9 based. And so I think I said Cortex-A9 was a core we developed very much with mobile in mind. Calxeda have added System-on-Chip infrastructure to turn into a server chip but it’s still a microprocessor core that was designed for mobile. When you put that server infrastructure around the microprocessor core that’s been a bit more designed with server applications in mind, like for instance, Cortex-A15, or moving onto v8, then you’re going to see even better performance at these levels of power consumption. But we’re very pleased with the data that’s come out so far. We’re also pleased to see other ARM Silicon partners starting to get a bit more public with their activity on the servers. The dual-core, quad-core, I don’t know that I can talk specifically about numbers, but I’ll just point you to shows like Mobile World Congress and CES, where what tends to happen is that you sort of have an announcement about products 1 year, and they turn into reality the next year. And we saw in the 2011 season, a load of dual-core devices being announced and they’ve now sort of materialized into phones. And it was about a year later at these shows that we saw the quad-core products announced and so we’d expect that sort of trajectory to continue. Over and above that, some people have gone a little bit further ahead with the quad-core and they’re using it as a sort of marketing tool and saying that the quad is better than dual. It’s a bit of a marketing thing. And it’s up to us semiconductor partners to see what performance they can actually — for what performance for a given level of power consumption they can actually achieve. We put it up on the slide as multi-core, and put the 2 together, because that’s really how we view it.

                  Kai Korschelt – Deutsche Bank AG, Research Division
                  … just on a like-for-like perspective, if you could remind us maybe of the potential royalty premium for a 64-bit versus 32-bit, please?

                  D. Warren A. East

                  … On 64-bit premium for — or sort of royalty premium for 64-bit, I mean this is a continuation of the trend we’ve been on for a while, where, basically, if there’s more value in the microprocessor, they royalty comes through with a higher rate. And we’ve talked about Cortex-A being sort of typically in the sort of 1.5% to 2% range, compared with preCortex-A being more in the sort of 1% to 1.5% range. And that trend will continue with our v8 architecture, so it’s going to be at the higher-end of that range.

                  ARM Holdings Management Discusses Q2 2012 Results – Earnings Call Transcript [Seeking Alpha, July 25, 2012]

                  64-bit, Physical IP and FinFET

                  • TSMC and ARM announce collaboration to optimise ARM’s 64-bit processors and Physical IP and TSMC’s FinFET technology
                    – Optimization of ARM’s next generation processors and TSMC’s state of the art process technology
                    – Companies’ joint work will accelerate the adoption of SoC optimized FinFET technology
                    – Allows ARM’s and TSMC’s partners to develop market leading products for high-performance and low-power applications like mobile and enterprise

                  Now looking ahead to a more leading edge technologies, as I said, we had an announcement earlier this week with TSMC, and this is ARM and the biggest independent semiconductor wafer fab or foundry company in the world getting together to actually continue work that’s been ongoing together for quite a long time, in terms of optimizing their process technology, working with physical IP division to optimize our physical IP on their new FinFET process, and using our new 64-bit processor as a vehicle for that development. So it’s world leading companies getting together to work from transistors right through its microprocessors to enable our joint partners to produce world leading products.

                  ARM Holdings Management Discusses Q2 2012 Results – Earnings Call Transcript, Question-and-Answer Session [Seeking Alpha, July 25, 2012]

                  Unknown Analyst

                  … So on the FinFETs with TSMC, can you give us, maybe a bit more comments about this? How do you think it compares with Intel 3D, or whatever they call it? And how involved your PIPD team is involved trying [ph] to transistors characteristics, absorbs transistors? And also, I think the timing has been brought forward by 1 year, I think. So that’s the first question. …

                  D. Warren A. East
                  Dealing with the FinFETs first. A year or so ago, when Intel took technology, we said yes. So this is something which has been around in the semiconductor industry for the last decade or more. It’s one of the ways of making transistors more efficient, but it comes with a load of associated challenges that are actually making this stuff and making them yield and that sort holds back the semiconductor industry from taking that step. Intel took the step and announced that they’ve taken the step. They were the first ones over the gate, announcing that they were doing this. Of course, everybody else has been the same, researching it and playing with it for the best part of the last decade. And TSMC had their plans in place. They just were not choosing to go public on FinFET until they were choosing to go public. And we’ve been working with TSMC on their next-generation processes for some time. We always stood here and done presentations and talked about tape outs on 20nm, the first ARM tape out on 20nm was well over a year ago. We’ve taped out first 40nm designs already with some of these players and its R&D activity. As and when the foundry wants to make some of these things public, then they will, and that’s what TSMC have chosen to do this week. And they chose to, I guess, communicate particularly with their customers who are ARM partners by saying, “Not only are we doing some process development in the back room, but we’re also thinking about how you’re going to take this technology to market, the sort of products you’re going to built with it. You’re probably going to build ARM-based products with it, and so we’ve been working with ARM and ARM’s physical IP division to make sure that their physical IP, their microprocessors and our semiconductor process technology, works well together. And that’s all there is to it.”

                  Janardan Menon – Liberum Capital Limited, Research Division
                  Two questions. One is on the FinFET agreement with the TSMC, it’s on 64-bit. So I’m just wondering what plans you have on moving the 32-bit, Cortex-A15 kind of products to FinFET? DO you have another agreement with them which we don’t know about and will the timing of the introduction of that be roughly the same as the 64-bit signed?

                  D. Warren A. East

                  Okay. Well, let’s answer the first one. The FinFETs, yes, the announcement is, with our 64-bit processor because just as we want to work with TSMC’s most advanced process technology, they want to work with our most advanced microprocessor, making a 20nm FinFET and later, a 16nm FinFET implementation so that our 32-bit processors will form naturally out of that development activity. We’re optimizing our physical IP to build microprocessors. We just happen to be using our new 64-bit processor as the vehicle for it. The same physical IP will be very easily used to implement our 32-bit processors.
                  Janardan Menon – Liberum Capital Limited, Research Division
                  And with your — as part of the timescale of introductions, is that a 2014 introduction or is it ’15?
                  D. Warren A. East
                  Well, we have to stick with the announcements for now. And I think as and when TSMC want to make more comments on when these things are available, then they’ll make more comments. As I said, from a development point of view, we’re taping out stuff all the time. …
                  Sumant Wahi – Redburn Partners LLP, Research Division
                  … The second question has to do with the FinFET again. Am I doing — most of the foundries are sort of offering different known transition and in between, I assume, a FinFET would be, an option in between 20nm and probably 16nm. So my question really was that, would you be licensing FinFET technologies separately as well, or is this an exclusive collaboration with TSMC? And then is there a royalty increase coming from products based on FinFET, PIPD, so to speak? …
                  D. Warren A. East
                  Okay. Next question was about FinFET and whether it’s essentially a different physical IP product from ARM. And the answer is, well, it’s a different flavor. We have different flavors of our physical IP for each semiconductor process. And so a low-power version of a given note is a different physical IP bundle than a high-profile version. And the FinFET is another flavor again. So it would be an incremental licensing opportunity. But the fact that our physical IP is used, would generate the royalty opportunity. But it’s not an incremental royalty opportunity. The fact that it’s FinFET, it’s just another flavor. So if we’re going to have a 20nm low-power plainer flavor and the FinFET flavor, and the chips are going to be made out of one process technology, and so the royalty opportunity is the same. …

                  ARM and TSMC Collaborate to Optimize Next-Generation 64-bit ARM Processors for FinFET Process Technology [ARM press release, July 23, 2012]

                  TSMC (TWSE: 2330, NYSE: TSM) and ARM today announced a multi-year agreement extending their collaboration beyond 20-nanometer (nm) technology to deliver ARM processors on FinFET transistors, enabling the fabless industry to extend its market leadership in application processors.  The collaboration will optimize the next generation of 64-bit ARM® processors based on the ARMv8 architecture, ARM Artisan® physical intellectual property (IP), and TSMC’s FinFET process technology for use in mobile and enterprise markets that require both high performance and energy efficiency.  

                  … The ARMv8 architecture extends ARM low-power leadership with a new energy-efficient 64-bit execution state to meet the performance demands of high-end mobile, enterprise and server applications. The 64-bit architecture has been designed specifically to enable energy-efficient implementations. Similarly, the 64-bit memory addressing and high-end performance are necessary to enable enterprise computing and network infrastructure that are fundamental for the mobile and cloud-computing markets. 
                  TSMC’s FinFET process promises impressive speed and power improvements as well as leakage reduction.  All of these advantages overcome challenges that have become critical barriers to further scaling of advanced SoC technology.  ARM processors and physical IP will be able to leverage these attributes to maintain market leadership, while the companies’ mutual customers can benefit from these improvements for their new, innovative SoC designs. …

                  ARM and TSMC Sign Long-Term Strategic Agreement [ARM press release, July 20, 2010]

                  ARM and Taiwan Semiconductor Manufacturing Company, Ltd. (TWSE: 2330, NYSE: TSM) today jointly announced a long-term agreement that provides TSMC with access to a broad range of ARM processors and enables the development of ARM physical IP across TSMC technology nodes. This agreement supports the companies’ mutual customers to achieve optimized Systems-On-Chip (SoC) based on ARM processors and covers a wide range of process nodes extending down to 20nm. …

                  ARM and TSMC Tape Out First 20nm ARM Cortex-A15 Multicore Processor [ARM press release, Oct 18, 2011]

                  ARM and TSMC (TWSE: 2330, NYSE: TSM) today announced that they have taped out the first 20nm ARM® Cortex™-A15 MPCore™ processor. The two companies completed the implementation from RTL to tape out in six months using TSMC’s Open Innovation Platform® (OIP) 20nm design ecosystem.

                  Building on this tape out, ARM will optimize its physical IP technology to specific TSMC 20nm process technologies for Power, Performance and Area (PPA), driving the specification of the Cortex-A15 Processor Optimization Pack (POP). TSMC’s 20nm process provides more than a 2X performance increase over preceding generations.

                  FINFET: Has its time finally come for a sub – 20nm 3D device? [Jean Luc Pelloie Fellow Director of SOI Technology on the ARM SoC Design blog of ARM, Dec 21, 2011]

                  … As we move to 20nm and beyond process technology, Fin-FET design may earn its place as the technology path of the future. … Fin-FET or tri-gate may be implemented on either bulk or SOI wafers.  … There is still work to be done, i.e. variability is expected to be different between SOI and bulk versions and needs to be quantified; … However, 3D devices are clearly on the road for sub-20nm nodes…and Fin-FET’s time may finally be here.

                  Firms Rethink Fabless-Foundry Model [SemiMD (Semiconductor Manufacturing and Design), July 31, 2012]

                  TSMC, for one, plans to accelerate its finFET efforts. Originally, TSMC planned to introduce finFETs at 14nm by late 2014. Now, the company has no plans to brand its finFETs at 14nm, but rather it will introduce the technology at 16nm. TSMC’s finFET “risk production” is slated for the end of 2013 or early 2014, with production scheduled for the second half of 2015, Chang said.

                  Taiwan Semiconductor’s CEO Discusses Q2 2012 Results – Earnings Call Transcript [Seeking Alpha, July 19, 2012]

                  … our 20 nanometer SoC, we believe, is fully competitive with industry leaders, other companies’ 22 nanometer for the served available markets that we serve. For our markets, we believe our 20 SoC is fully competitive with anyone’s 20 nanometer or 22 nanometer offering.
                  And, one important point to make is that our 20 nanometer has the industry’s leading metal pitch of 64 nanometers. Our leading competitors have 80 nanometer metal pitch. That allows an advantage in the device’s density and die size.
                  Now, as for the timing, we expect our 20 nanometer technology to be qualified by the end of this year and will be ready to support customers (inaudible) in Q1 of 2013.
                  Now today, last time I mentioned that we will have a FinFET product after 20 SoC. And today, I’m glad to say that we have been planning the 16 nanometer FinFET. Right after our 20 nanometer (inaudible), which is the 20 SoC, we will offer FinFET at 16 nanometer for significant active power reduction. We expect to achieve speed and density, speed and logic density levels comparable to industry’s leading players 14 nanometer FinFET.
                  So, we expect our 20 SoC to be competitive with competitors’ 22 nanometer or 20 nanometer products and we expect our 16 nanometer FinFET to be competitive with our competitors’ 14 nanometer FinFET products. You might ask why are we calling it 16. The only reason, in fact, until two days ago, we were undecided on whether to call it 14 or 16 FinFET. Now the only reason we decided to call it 16 FinFET is first, we want to be somewhat modest; second, we are told quite a few major customers ask the 16 FinFET, that designation and we didn’t want to confuse our customers by now switching to 14. But we expect it to be competitive with other people’s 14 nanometer offerings.
                  Now 16 nanometer FinFET, our 16 nanometer FinFET, is expected to deliver about 25% speed gain given the same standby power over the 20 nanometer SoC. It is expected to give 25% to 30% power reduction at the same speed and the same standby power, and for mobile products, it is expected to give 10% to 20% speed gain at the same total power. As for timing, we expect it to be about one year after 20 SoC namely it should be ready for risk production at the end of 2013 or early 2014, about one year later than the 20 SoC.
                  [from Q&A session]
                  20-SoC which is 20-nanometer will ramp in 2014. And we believe that the 16 FinFET will ramp in, perhaps the second half of 2015. …

                  – When sticking with a “David”: CAST Inc.

                  Decreasing Risk When Selecting Third-Party Semiconductor IP (49th DAC) [castcores YouTube channel, July 17, 2012]

                  In this presentation captured live at the 49th DAC (June 4, 2012), CAST president Hal Barbour describes ways electronic circuit and system designers can help ensure project success through careful selection of IP cores. Specific examples in the talk are drawn from CAST’s 18 years of semiconductor IP experience and include 8051 MCUs, H.264 and JPEG 2000 compression, and effective customer support for IP users. See more of CAST’s low-risk ASIC and FPGA IP product line and learn about the company at http://www.cast-inc.com. Or jump to these cores mentioned in the talk: • 8051 MCU – http://www.cast-inc.com/ip-cores/8051s/r8051xc2/index.html • H.264 Video – Encoder http://www.cast-inc.com/ip-cores/video/h264-mp-e/index.html • J2K Encoder – http://www.cast-inc.com/ip-cores/images/jpeg2k-e/index.html

                  Leapfrogging The Competition Through Smart IP Selection [GSA Intellectual Property blog, March 30, 2012]

                  Nikos Zervas, VP of Marketing, CAST, Inc.

                  The adoption of a reliable design reuse methodology, proliferation of high-quality IP products, and shake-out of the most untrustworthy IP vendors creates a situation offering a huge potential advantage to system integrators and product designers looking to jump ahead of their competition.

                  Instead of choosing the same big-vendor, star IP that most competitors may pick by default, smarter firms will seek out and commit to what might be technically-superior IP products from smaller vendors/partners who will offer both deeper and broader service and support.

                  A good example is regarding microprocessors and controllers, the heart of most systems and usually the first, most critical system design choice.

                  Consider a deeply embedded system that needs the power of a 32-bit processor. Much like that saying from the 1980′s that when choosing PCs “nobody gets fired for buying an IBM,” choosing a processor from the leading processor company is probably the easiest, safest choice, and it’s certainly an undeniably fine product with an extremely effective ecosystem. But making this choice might mean missing an opportunity for differentiation in a competitive market where every advantage is required for success.

                  The IP portal sites list many 32-bit processor core options beyond the leading processor company, with Chip Estimate and Design and Reuse each returning nearly 300 results for such a search. More significantly, I count almost 30 different providers of these products. Certainly some of these vendors offer a product, support, or licensing terms—or perhaps even all three—that could give the smart designer a critical edge.

                  Six of these stand out as being especially popular based on my recent visits with designers in California and Asia:

                  • the AndesCore from Andes Technology,
                  • the BA22 developed by Beyond Semiconductor and available from CAST, Inc. (disclosure: I work for CAST),
                  • the ColdFire from IPextreme
                  • the eSi-3250 from EnSilica,
                  • the LEON3 from Aeroflex Gaisler, and
                  • the MIPS 4KS and others from MIPS Technologies.
                  How can you determine if options like these have sufficient benefits to outweigh the risk of not going with the leading processor company? Comparisons can be tricky, but there are a few key points to start with.
                  The technical suitability and potential advantages of course depend on the detailed needs of your system. A good IP sales team will help you articulate the relevant characteristics of your project and make sure their product will work well before selling it to you.
                  Quick comparisons of the performance and operating characteristics is made easier through the publication of well accepted power consumption and speed measures, like the CoreMark performance and CSiBC code density standards. Be sure, however, to look deeper to fully understand the specific configuration and technology details behind each vendor’s figures compared to that of your own target system.
                  Ecosystems for programming and system development aids are a hot processor marketing topic. Be sure that the basics are covered: effective software programming tools such as the GNU tool chain, JTAG debugging, and ports of the RTOS or OS you want to use. A graphical IDE, support from tool vendors like Keil or Lauterbach, and eval/dev board kits are extras that can help further accelerate development.
                  Licensing terms and actual costs can vary dramatically. For example, some vendors rely on royalty streams for their profits, while others have simpler up-front licensing fees with no royalties. What’s best for you depends on your specific product and market plans.
                  Finally, credibility of the processor and the vendor are both crucial. For the former, look to successful use by other customers with applications similar to your own. For the latter, look for business longevity and general reputation, backed by your own experiences with the provider’s sales and engineering people. Try to extrapolate from a vendor’s pre-sale support how effective their integration help and other technical support services will be after you purchase from them.

                  The examples of 32-bit processor alternatives I listed earlier all compare favorably with the leading processor company’s products in these factors; any might be the one to give you the extra technical, timeframe, or cost edge you need to make your product more competitive.

                  The same is true of most other areas of semiconductor IP. Now that our industry embraces the use of third-party IP, the smartest designers will get a major payback from putting up-front effort into investigating the very best IP for their specific needs, whether that initially seems like the “safe” choice or not.

                  (Note: all trademarks and registered trademarks mentioned here are the property of their respective owners.)
                  About Nikos Zervas
                  Nikos is the VP of Marketing for CAST, Inc. Before joining CAST in 2010, Nikos was a co-founder, chairman, and CEO of video/image SIP vendor Alma Technologies, SA [Pikermi, Greece]. He has been a member of the board for the Hellenic Silicon Industry Association since 2009, and he is a senior member of IEEE. Nikos holds BA and PhD degrees in Electrical and Computer Engineering from the University of Patras, Greece, and has published over forty papers in referenced journals and international conferences.
                  Additional information:
                  AndesCore™ from Andes Technology (founded in Taiwan in 2005) with AndeStar™ ISA:
                  AndeStar is a patent-pending 16-bit/32-bit mixed-length instruction set to achieve optimal system performance, code density, and power efficiency.
                  Freescale™ ColdFire Architecture IP
                  Our extensive collection of ColdFire IP gives you the flexibility to choose the best solution for your cost/performance requirements while benefiting from the huge ecosystem of development resources available for the ColdFire architecture. Deployed in over 500 million devices worldwide, ColdFire is one of the world’s most widely-used 32-bit processor architectures. And the modern implementations of the ColdFire architecture, proven in devices from Freescale Semiconductor and available as synthesizable IP from IPextreme, provide performance and reliability that rival any similarly featured 32-bit processor IP.
                  All ColdFire cores feature a variable-length RISC architecture for compact code and are supported by an extensive collection of development systems, tools, libraries, and operating systems from Freescale and several third-party commercial and open-source providers.
                  Beyond BA22 Processor [Beyond Semiconductor web page, Dec 17, 2007] from privately held Slovenian fabless semiconductor IP company Beyond Semiconductor sold, supported, and built within platforms by CAST Inc. worldwide:
                  Beyond BA22 Processor is the first implementation of Beyond BA2 Architecture processor. It’s main design goal was to minimize code size, gate and flip-flop count while obtaining similar performance as Beyond BA12 processor. The processor is extremely configurable, allowing for variety of size/performance trade-offs.
                  Note: more Beyond BA22 related information is given later on as part of the CAST-related information
                  eSi-3250 – 32-bit, high-performance CPU [EnSilica (UK) web page, Oct 11, 2009]
                  EnSilica’s eSi-3250 CPU IP core is a high-performance processor ideal for integration into ASIC and/or FPGA designs with off-chip memories. The eSi-3250 is suited to a wide range of applications including running complex operating systems such as Linux.
                  Scalability
                  ImageFor applications that require do not require off-chip memory, the smaller eSi-3200 is available. For even simpler applications that do not require 32-bit performance or more than 64kB of memory, the eSi-1600 16-bit processor can be used. All of the eSi-RISC processors RTL and toolchains share a common code base, resulting in an easy migration path for both software and hardware developers, should the demands of an application change.
                  LEON3 Processor [Aeroflex Gaisler (Sweden’s Gaisler acquired by US based Aeroflex) webpage, March 28, 2005]
                  The LEON3 is a synthesisable VHDL model of a 32-bit processor compliant with the SPARC V8 architecture. The model is highly configurable, and particularly suitable for system-on-a-chip (SOC) designs. The full source code is available under the GNU GPL license, allowing free and unlimited use for research and education. LEON3 is also available under a low-cost commercial license, allowing it to be used in any commercial application to a fraction of the cost of comparable IP cores.
                  MIPS32® 4KS™ Family [MIPS web page, Feb 28, 2003]
                  The MIPS32® 4KSd™ secure data core is a high-performance processor that meets the needs of emerging secure data applications and the stringent power, security and size requirements for smart cards. This core has the performance required to implement software programmable cryptography without the need of a coprocessor, reducing SoC size and power consumption. The 4KSd core is the most secure, licensable, 32-bit processor available.
                  End of additional information

                  ChipEstimate.com DAC 2012 IP Talks presenter Nikos Zervas [chipestimate YouTube channel, June 21, 2012]

                  Nikos Zervas, VP of Marketing, CAST. IP Talks presenter with ChipEstimate.com IP Talks at DAC 2012 in San Francisco. Leapfrogging Your Competition Through Smart IP Selection. For more information about CAST, go to: http://www.chipestimate.com/prime-partner/140/CAST-IP-Catalog

                  Additional information:

                  Meet Our New VP of Marketing [IP Notes from CAST, Inc., Sept 9, 2010]
                  We’re very pleased to announce our new Vice President of Marketing, Nikos D. Zervas.
                  Why did you join CAST?
                  CAST has an industry reputation for being an IP vendor customers can really trust, with solid products and great support. Solving difficult technical challenges still excites me, of course, but my nine years working alongside CAST have shown me that having a passionate drive to help customers then earning the satisfaction of seeing those customers succeed can be just as rewarding.
                  When the opportunity rose to join the impressive team at CAST, help grow the company, and further the ideal of easier design through IP, it seemed like the right time in my career for just such a move.
                  What trends do you see for the IP market over the next year?
                  Design reuse was become accepted for reducing risk and minimizing time to market. With this acceptance—and the fast-increasing rates of design complexity growth and design cycle shrinkage—I believe designers will move beyond specific functional cores to seek broader IP systems and complete solutions, like CAST’s recent H.264 Reference Design System. I think CAST is well positioned to supply this need, and that I can help them succeed with this next stage of growth.

                  CAST Interview at DesignCon 2012 [castcores YouTube channel, Feb 14, 2012]

                  EDACafe’s Graham Bell interviews CAST VP of marketing Nikos Zervas. Nikos discusses the new BA22 32-bit processor (http://bit.ly/ba22-32bit)—subject of a successful design seminar and booth demos at the show—as well as other recent new cores and the firm’s extreme commitment to customer support. Learn more about CAST at http://www.cat-inc.com.
                  Fast JPEG Encoder Core from CAST Used in Fastec TS3 High-Speed Camera [CAST press release, March 6, 2012]
                  Fastec Imaging Corporation has incorporated a JPEG Encoder IP Core from CAST, Inc. in its groundbreaking TS3™ line of handheld, high-speed digital cameras.
                  ts3-shoot2-01 2 640x425.jpgSourced from long-time CAST partner Alma Technologies SA, the JPEG-E Encoder Core is one of the fastest-available baseline JPEG compression cores. This enables extremely competitive functionality for Fastec’s TS3 high-speed digital cameras, including capture of 1280 x 1024 pixel images at 500 frames per second, or 800 x 600 at 1,250 fps.
                  “The quality of the core plus CAST’s ts3-shoot2-22.jpgdetermination to see us succeed were both instrumental in bringing our groundbreaking handheld high-speed camera, the TS3, to market on time and on spec.,” said Bob Sefton, principal FPGA design engineer at Fastec. “The JPEG encoder’s features and excellent performance were as specified, and the system integration was so easy I didn’t need CAST’s technical support services.”
                  ts3-shoot2-302.jpgThe encoder core supports the Baseline Sequential DCT mode of the JPEG standard and is suitable for still-image or motion-JPEG capture. This third-generation core offers very fast JPEG compression—up to 750 MSamples/sec in a 65nm technology—yet is compact enough to fit low-cost FPGA devices.
                  A bit-rate control option further benefits bandwidth-limited applications. “We envisioned demanding customer applications like Fastec’s when designing the JPEG encoder,” said Spyros Theoharis, vice president of products and technology at Alma Technologies. “It’s exciting to see yet another customer release of such a remarkable product using our technology and CAST’s support.”
                  The JPEG-E core is part of a comprehensive family of image and video IP cores offered by CAST.

                  A First look at the Fastec TS3 Camera [FastecImaging YouTube channel, May 30, 2012]

                  TS3 slow motion nature footage shot at 720p at 718fps. Footage includes moving water, falling rocks and leaves in slow motion. Filmed and edited by Tom Guilmette.

                  Butterflies caught on High Speed Camera [FastecImaging YouTube channel, May 30, 2012]

                  Beautiful slow motion footage of colorful Butterflies caught on the Fastec TS3 High Speed Camera by Tom Guilmette at a local greenhouse

                  Mentos and Diet Coke Geyser in Slow Motion [FastecImaging YouTube channel, July 6, 2012]

                  Mentos and Diet Coke geyser shot with a Fastec TS3 100 High Speed Camera at 700 frames per second.
                  The New Handheld TS3 100 High-Speed Camera [Fastec Imaging press release, July 10, 2012]
                  Fastec Imaging, a leading global manufacturer of digital high-speed video cameras has, once again, taken the high-speed imaging world by storm with the release of the revolutionary new TS3 100 handheld high-speed camera. This portable, affordable, battery operated camera puts all the power of a high end, high-speed camera, in the palm of your hand!
                  “We wanted to create a high-speed camera that was going to be easy to use, versatile and very portable, unlike many of the other cameras in this field,” explains Steve Ferrell, President of Fastec Imaging. “The TS3 combines the power, speed, resolution and light sensitivity of our renowned HiSpec camera line with the portability and ease of use of our previous handheld ‘point and shoot’ high speed cameras. The result is a completely portable and intuitive high-speed camera with the ease of use of a DSLR.”
                  The TS3 100 captures 500 frames per second (fps) at 1280 x 1024 pixels and over 20,000 fps at reduced resolutions, making it the perfect high-speed camera for broadcast, research and industrial applications. Featuring a built-in 7’’ high resolution touchscreen LCD, the TS3 allows for instant playback of footage out in the field.  Combine that with an industry leading 4 hour battery, and it is easy to see why the TS3 100 is quickly becoming so popular.
                  Unlike any other high speed camera on the market today, the TS3 100 offers unmatched versatility.  Not only is it an intuitive point- and-shoot handheld camera, but it can also be controlled over Gigabit Ethernet via a PC or MAC, or even over the Internet using a standard web browser for long distance control. The TS3 also features both USB ports and SD ports allowing users to easily download images to thumb drives, SD cards, or portable hard drives. Additionally, an optional built-in SSD, (Solid State Drive), provides for up to 256GB of non-volatile internal storage. This allows for shooting all day long without having to download to a computer.
                  “The response to the TS3 has been overwhelming”, says Ferrell. “Its ease of use and affordability makes the TS3 one of the most accessible high-speed video cameras on the market and a perfect solution for researchers and manufacturers as well as TV and film producers.”
                  For more information about the TS3 and other Fastec products, visit the web site at www.fastecimaging.com.

                  Beyond BA22 Processor [Beyond Semiconductor webpage, Dec 17, 2007] from privately held Slovenian fabless semiconductor IP company Beyond Semiconductor:
                  Beyond BA22 Processor is the first implementation of Beyond BA2 Architecture processor. It’s main design goal was to minimize code size, gate and flip-flop count while obtaining similar performance as Beyond BA12 processor. The processor is extremely configurable, allowing for variety of size/performance trade-offs.
                  Embedded Processor Cores [Beyond Semiconductor webpage, May 7, 2007]

                  ARM9™, ARM11™, ARM Cortex™-A9 and ARM Thumb®-2 are registered trademarks of ARM Holdings PLC.
                  OpenRISC [Beyond Semiconductor webpage, Sept 1, 2007]
                  Product Status – Obsolete
                  OpenRISC was an open source hardware RISC CPU designed by Damjan Lampret, one of the contributors of OpenCores, released under the GNU Lesser General Public License. The OpenRISC OR1000 and OR1200 are no longer under active development, and are not recommended for new products.
                  Beyond Semiconductor can provide commercial support for OR1000 and OR1200 processors.
                  The Beyond BA12 Embedded Processor is an up-to-date, fully supported commercial version of OpenRISC, including many enhancements, integrated software development tool suite, development platforms and software debug tools.
                  CAST and Beyond Semiconductor enter 32-bit Processor Core Partnership [joint press release, June 3, 2011]
                  CAST to sell, support, and build platforms around the BA22 processor IP core from Beyond Semiconductor
                  San Diego, CA – June 3, 2011, 48th DAC – Semiconductor intellectual property (IP) provider CAST, Inc. has reached an agreement with Beyond Semiconductor by which CAST will provide Beyond Semiconductor’s BA22 processor core worldwide.
                  The BA22 is a fast, compact, power-saving, 32-bit RISC processor that CAST will offer without royalties. These capabilities plus easy development and integration features make the processor an excellent step up for CAST’s large base of 8-bit 8051 customers who need more processing power. In fact, the BA22’s programming code is so efficient that systems using it may require less silicon area than an 8051 with its respective code and memory.
                  CAST will package the affordable BA22 with peripheral controllers and other essential IP. The initial focus is on deeply embedded systems; later platforms will exploit the processor’s scalability and performance potential to support broader applications.
                  The platform approach gives customers a ready-to-use processor subsystem, and eases the transition to 32-bit processing for designers accustomed to similarly configured 8051 IP cores.
                  The 8051 is still a good choice for many chips, but our experience with customers incorporating data-intensive functions like touch-based interfaces and high-res video makes it clear they really need a good 32-bit embedded processor,” said Bill Finch, CAST’s senior vice president for sales. “The silicon-proven BA22’s performance, tiny code footprint, and mature development tools make it a great choice for many new systems, while our 15 years of microprocessor IP experience and very attractive business model make CAST a great 32-bit processor provider.”
                  “CAST has a long track record as a smart, effective, customer-focused IP team that makes them a perfect match for our products,” said Matjaz Breskvar, chief executive officer of Beyond Semiconductor. “Working with them will enable us to bring highly customizable Beyond BA22 to new designers across the world while providing ease of use and excellent customer support.”
                  Limited availability of the BA22 from CAST begins now, with a full product roll out in the next quarter. IP integration services are also available.
                  Learn more by visiting http://www.cast-inc.com/beyond or emailing beyond@cast-inc.com. Participants in the 48th DAC in San Diego, June 5–8, are welcome to stop by CAST’s booth (2217) to see a demo and discuss the advantages of the BA22.
                  About Beyond Semiconductor
                  Beyond Semiconductor is a privately held fabless semiconductor IP company. Its comprehensive product offering features 32-bit embedded RISC/DSP processors with the highest code density in the industry. For more information, visit http://www.beyondsemi.com.
                  About CAST, Inc.
                  CAST, Inc. is a privately held company that provides semiconductor IP products and services. The company features advanced image/video processing and microcontroller IP families, plus the memory controllers, high-speed buses, peripherals, and other functions needed to build complete systems. Learn more at http://www.cast-inc.com/.

                  Background information:

                  CAST IP for ASICs and FPGAs: Introduction and Overview [CAST presentation on SlideShare, July 2002], only images for certain slides are included below

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                  image

                  imageimage

                  imageimage

                  BA22-AP: BA22 32-bit Application Processor [CAST datasheet, June 20, 2012]
                  Implements a 32-bit RISC processor for demanding embedded applications that use offchip instruction and data memories and that may need to run a real-time operating system (RTOS) or a full operating system such as Linux or Android. Part of the royalty-free BA22 family, this processor core is extremely competitive in terms of high performance and low power consumption, and has best-in-class code density.
                  The core has Instruction and Data Memory Management Units (MMUs) and Caches, dedicated buses for on-chip instructions and data memories, and an AMBA® AHB™ or Wishbone system bus interface. Optional floating point, divider and multiply–accumulate units benefit DSP applications. The core includes up to 32 general purpose registers (GPRs), a tick-timer (TTimer), a programmable interrupt controller (PIC), an advanced power management unit (PMU), and an optional debug unit (DBGU). Additional microcontroller peripherals may be ordered for pre-integration and delivery with the core, individually or in a complete platform. IP Integration Services are also available to help integrate any BA22 processor configuration with memory controllers, image compression, or other CAST IP cores.
                  The processor’s BA2 instruction set is relatively simple and extremely compact. Programing is facilitated with the included C/C++ tool chain; Eclipse IDE; architectural simulator; and ported C libraries, RTOSs, and OSs.
                  The BA22-AP synthesizes to 35k gates in a 90nm technology, can be clocked with more than 450MHz in a 65nm technology and provides as many as 1.59 DMIPS/MHz. The core is delivered, with a complete software development environment under Eclipse IDE, and its users get access to already ported real operating systems (Linux, Android, eCOS and uClinux) and libraries.
                  The BA22 family of processors has been designed for easy reuse and integration, has been rigorously verified, and is production proven. Contact CAST Sales for details.
                  Applications
                  Internet, networking and telecom
                  Portable and wireless
                  Home entertainment consumer electronics
                  Automotive

                  Deliverables
                  The core is available for ASICs in synthesizable HDL, and includes everything required for successful implementation:
                  • Verilog RTL source code
                  • Verilog Testbench
                  • Silicon-proven Reference SoC/ASIC Design
                  • Software development tools for Cygwin on Windows and Linux, with Eclipse IDE interface
                  • Operating systems and board support package
                  A reference design board running Linux and FPGA versions of the core are also available; contact CAST Sales for information.