qctconnect.com
ITRS Keynote Panel: “The Future of Innovation: Implications of Today’s Trends on Tomorrow’s Technology” Comments from:
Michael Campbell Senior Vice President, Engineering Qualcomm CDMA Technologies
PAGE 1
Global Handset Demand Remains Strong Across Multiple Segments New Handset Segmentation
Units/Millions 1600
Revenue Breakdown
Smartphone Ehnanced Phone Low‐End Ultra‐Low‐End
1400
$88 B
1200 1000 800
Technology innovations needed for: Low Cost, Low Power, small Form Factor, and high Performance
600
$33 B
$9 B
400
$9 B
200 0
2006
2007
2008
2009
2010
2011
2012
2013
Greater demand for infotainment and other rich media services that leverage mobile broadband Rapid growth of subscriber base in emerging markets
PAGE 2
Source: ABI Research
Wireless is Enabling Mobile Devices that will Transform how we relate to the World.
ECG Smart Bandages
Blood Pressure, Pulse Glucometer
Smart Pills or Internal Sensors
Weight/Body Composition Environmental Sensors
Pedometer
PAGE 3
Technology innovations needed for: Low Cost, Low Power, small Form Factor, and high Performance Technology Scaling- “Moore’s”...reaching performance economic limits “More than Moore”…for accelerated performance and economic benefits 6 5 1 Vdd, Volts
4 3
0.1
2 0.01 1 0 1996
1998
2000
2002
2004
2006
2008
2010
0.001 2012
Clock (GHz), Data Rate (Gbps)
10
Source: IMEC Source: IMEC
Year
Vdd
Clock Rate
Data Rate
IFM (Integrated Fabless Manufacturing) can be extended for development of competitive products Continued Collaboration across Value Chain Co-design of Architecture/Design/Si/Packaging Early Pathfinding / pre-manufacturing partnerships
PAGE 4
Eco-system Alignment Across Entire Value Chain is Required for Optimized Product Innovation & Execution
Equipment Suppliers
PAGE 5
Superior Product Innovation Through Early Co-Design IFM Foundry Engagement Model Co-Design Start
IFM Dev. Start
General Release
Research IMEC, Sematech, SRC, LETI,..
Early Pathfinding Fabless companies,..
Product Dev. IFM
Module Dev. Foundry
Product Dev.
Production Foundry
Integration / Qual Foundry
IFM* enabled early Foundry process access Pathfinding using Research organizations can enable early Co-Design * IFM: Integrated Fabless Manufacturing
PAGE 6
A Gap in the Supply Chain model – assembly /test historically an after thought. IFM SATS Engagement Model Co-Design Start IFM Dev. Start Research IMEC, Sematech, SRC, LETI,..
Early Pathfinding
Early Development and Prototyping/Manufacturing Gap Assy / Test must now be part of design / development cycle
Foundries, Fabless companies, .. Non – Traditional manufacturing techniques: with advanced process technology must be addressed. ( TSS, MEMS, copper pillar free, High K, low k, die in substrate ) And then inspection and measurement technologies.
Development / Integration / Qual
Production SATS
SATS
ISSUE: Historically Limited R&D Investment Longer lead time for development of new technologies such as 3D The need for fab-like equipment and processes * IFM: Integrated Fabless Manufacturing
PAGE 7
Summary: It’s All About Collaboration Consumer demand for increased features/capability in wireless applications is driving mobile wireless product demand High end smart phone driving significant performance enhancements Smaller, sleeker and more affordable devices
Customer demand drives Innovative Scaling, and “More than Moore” solutions. Non-traditional manufacturing / measurement and development are required for success. Those that can innovate and collaborate will win in the high volume low cost, low power and smaller form factor systems focused products. 3D TSS, Mems, embedded die in substrate, and other process /assembly techniques are driving expanded partnership and cooperation.
Collaboration across the entire eco-system is required for co-design, superior product innovation and delivery to the market place (execution) in these rapidly changing times.
PAGE 8
Thank you!
PAGE 9
