2014 summit_forum_mediatek
Post on 21-Oct-2014
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Topic: Enabling Limitless Possibilities in Cloud Era – Everyday Genius Speaker: Ming-kai Tsai, Chairman and CEO, MediaTek, Inc.TRANSCRIPT
系統晶片 創造無限可能
Enabling Limitless Possibilities in Cloud Era – Everyday Genius
INTERNAL USE
Outline
SoC and Computing Cycle Evolution
Cloud 1.0 – Smart Device Era
– Key enabling SoC technologies
Cloud 2.0 – Internet of Things Era
– Key SoC value propositions
Super-mid Market
– Everyday Genius
INTERNAL USE 2014-05-29 Copyright © MediaTek Inc. All rights reserved. 2
1973 1981 1979
Limitless Possibilities
INTERNAL USE 3
Moore’s Law = Positive Technology-Market Expansion Loop
2X transistors Ave. 30% cost down and performance up
Moore’s Law
Higher integration More functionalities Higher performance
More demanding applications
New process technology
INTERNAL USE
1.E-09
1.E-08
1.E-07
1.E-06
1.E-05
1.E-04
1.E-03
Moore’s Law Continues to Drive Down Cost
Co
st (
$)
$ per transistor
$ per gram of rice
2013: $0.1 for 100 g of rice $0.1 for 5M transistor
4 $0.1 = 100g rice (2013) = 100 transistors (1980) = 5M transistors (2013)
INTERNAL USE
Cloud Computing : Computing Power as Utility
Elastic Compute Cloud (EC2) by Amazon Web Services launched in 08/2006
“..data services ….should be on servers. We call it cloud computing.” Eric Schmidt, Google, 08/2006
INTERNAL USE
Dev
ices
/ U
sers
(M
M in
Lo
g Sc
ale)
Mainframe
1MM+ Units
Minicomputer
PC
100MM+ Units
Desktop Internet
Tens of billions of units
1B+ Units / Users
Internet of Things
Computing Cycle Evolution : 1960-2030
Reproduced from Morgan Stanley Research, 2013
Major Technology Cycles = 10x More Users & Devices 6
Cloud-centric Device-centric
Billions of units
10MM+ Units
Mobile Internet
INTERNAL USE
Standalone Devices
Demand to Connect
Infrastructure Rises
Compute & Storage
Data Center
Cloud 1.0: Evolution to Smart Device Era
2003
2000 1999
1995
1995 1996
Infrastructure
2012
7 7 Fixed Wireless | Standalone Connected | P2P Many-2-Many
INTERNAL USE
Power and Performance/ Features
Copyright © MediaTek Inc. All rights reserved. 8
MT6595
Sensor
Proximity Ambient Light
Humidity Magnetometer
Motion Temperature
Interface
Touch Voice
Fingerprint Gesture
Display
Miracast 4K x 2K
Picture Quality
Multimedia
H.265 VP9
20 MP ISP Surround Sound
Modem
HSPA+ LTE
5G TD-SCDMA
LTE-A
Connectivity
GLONASS GPS
11ac Wi-Fi NFC
Bluetooth
Computing
HMP Octa-Core
big.LITTLE HSA Power Management
Wireless Charging
Fast Charging
INTERNAL USE
Modem/Connectivity
50GB data download (dual layer Blu-ray DVD)
2000mAh Battery usage
>50x 30% usage 3% usage
Wi-Fi
2000: GPRS
2009: HSPA+ R7
2013: LTE-A R10
2000: 802.11a
2009: 802.11n SISO
2013: 802.11ac 4X4
45min 2 hours 45mins 4mins
1 month 5 hours 7 mins
Cellular
Many apps previously impossible to dream about are now daily life 9
INTERNAL USE
Future Smart Device Usages
Smart Living – Five Senses Smart Learning
world-class education anyone, anywhere, and free
Taste & Smell
10
Health & Fitness
Touch & Feel
INTERNAL USE
Infrastructure
11
Cloud 1.0 Connected Devices
Wearable and IoT devices
Local Clouds: Personal & Home
Big Data Analytics & Services
Cloud 2.0: Internet of Things Era
INTERNAL USE
IoT Enables Individualized Services
Profile
Social
Activity
Time
Location
Weather
Context - aware Smart Device
CLOUD CLOUD
IOT
LBS Social Smart Health Transportation
Context-aware smart devices to provide true situation-adaptive user experience
IOT
IOT
IOT
INTERNAL USE
Smartphone & Tablet IoT devices
One device for broad market Specific device for certain vertical market
Open system and platform Embedded and close system
Identical/similar hardware architecture Variable hardware architecture
Integrated SoC Discrete general purpose IC (MCU)
- 13 -
IoT Market Challenge –Business Model
What is the right business model ? What can be the differentiations ?
Semi-turnkey solution ?
INTERNAL USE
The Rise of a Global Middle-Class
2014-05-29 Copyright © MediaTek Inc. All rights reserved. 14
Middle-class population (%) in different regions
2009 1.8B
8%
28%
36%
28% 2030 4.9B
7%
66% 14%
13%
Asia Europe America Africa
Source 1) OECD Development Working Paper no. 285, January 2010 2) Yankee Group Forecast, February 2014
New market structure
New business model
New champions
INTERNAL USE
$10 $800 “LO” “HI” “MID”
Current Market
2014-05-29 Copyright © MediaTek Inc. All rights reserved. 15
Growth of middle class
Democratization of specs End of subsidies New Channels
Feature phone to smart phone transition Growth of income Desire for Internet access
INTERNAL USE 2014-05-29 Copyright © MediaTek Inc. All rights reserved. 16
Super-mid Market
Most basic SP Nominal full- feature SP
80% 10% 10%
Mainstream
INTERNAL USE
A History of Providing Equal Opportunity
2014-05-29 Copyright © MediaTek Inc. All rights reserved. 17
Super-mid consumers are technology savvy, exercise good judgment, and seek best value.
INTERNAL USE
Everyone will be connected with mobile devices
2014-05-29 Copyright © MediaTek Inc. All rights reserved. 18
THE GREATEST ALL-INCLUSIVE
CULTURAL TRANSFORMATION EVER!
INTERNAL USE 2014-05-29 Copyright © MediaTek Inc. All rights reserved. 19
Enable Limitless Possibilities
INTERNAL USE
For the 1st time ever…
“Unleashing unprecedented new opportunities for the next 5B people; socially, culturally and in all fields of research, commerce and education!”
“Enrich Everyone’s Life”
20
INTERNAL USE
Thank You
2014-05-29 Copyright © MediaTek Inc. All rights reserved. 21