How Mobile Devices and Internet of

Things (IoT) are Driving

Semiconductor Device Demands

Mayank Jain Business Development Manager – Semiconductor Cyient Limited, India

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Cyient – Domain & Industry Focus C

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Engineering

• Product engineering

• Process engineering

• Manufacturing engineering

Data, Network & Operations

• Data management solutions

• Network planning and design

• Network operations & maintenance

Product Realization

• Electronics and mechatronics

• Mechanical systems

• Quality and compliance

Industries: Aerospace, Consumer, Energy, Medical, Oil and Gas, Mining, Heavy equipment, Semiconductor, Transportation, Telecom and Utilities

Global Footprint

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12,900+ Associates

37 Global Locations

Global Delivery Centers Relationship Management Offices

Product Realization Unit

• IoT is a conceptual framework

• It’s about enabling connectivity and embedded intelligence in devices

• Some of these devices are connected today, but many are not

• Not strictly machine-to-machine (M2M) – also machine-to-people, people-to-machine, machine-to-objects, people-to-objects

• Creates the ability to collect data from a broad range of devices

• Data can be accessed via the cloud and analyzed using “big data” techniques

What is “Internet of Things” (IoT)

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Gartner defines the “things” in the IoT as physical objects that contain embedded technology to communicate and sense, or interact with their internal state or the external environment.

“Internet of things” (IoT) is not the same as “Internet of Everything” (IoE)

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IoE = IoT + Unconnected Devices & Objects

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IP Addressable

Devices

Connectable Electronic Devices

Unconnectable Electronic

Devices

Unconnectable Objects

Internet Connectable

Devices Internet

of Things

Internet of Everything

• This figure represents the potential TAM for IoT & IoE

• Not all devices/objects in each category are expected to become IoT/IoE enabled

Internet of Things vs. Internet of Everything

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Electronic

Connected

Unconnected

Tagged

Untagged

Tethered to IP Device

IP Addressable

Closed Network

Internet of Everything

Internet of Things

Non-IP Addressable

Non-Electronic

All Objects

• Unconnected objects: Desk, chair, soda can, fire hydrant, animal collar, shipping pallet, buildings, etc.

• Unconnected electronic devices: Calculator, streetlight, vending machine, coffee maker, blood pressure monitor, etc.

• Connected/tethered electronic devices: Audio headset, printer, computer monitor, DVD player, licensed mobile radio unit, etc.

• IP-addressable devices: Tablet PC, smartphone, Infotainment head unit, smart meter, EV charging station, home health hub, etc.

IoT Application Segments (1/2)

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Industries • Building automation • Commercial

transportation • Retail & commercial • Industrial

automation • Lighting • Power & energy • Security • Test &

measurement • Other industrial &

commercial

Consumer • Home appliance • Home automation • Home consumer

electronics • PC peripherals &

office equipment • Portable CE • Smart toys • Sports & fitness • Other consumer

Communications • Consumer CPE • Enterprise CPE • Last-mile access • Backbone • Mobile handsets

and infrastructure

IoT Application Segments (2/2)

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Computers • Desktop • Server • Portable computing

(netbook, notebook & tablet)

Automotive • Infotainment • Under-the-hood

Medical • Consumer/health & wellness • Imaging • Clinical

Military & Aerospace • Commercial aerospace • Military equipment

IoT Evolution

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Connect Devices

Collect Data

Access Data

Complex Analytics

Unique Value

• Connectivity • Intelligence

• Sensors • Storage

• Cloud • Standards • Open APIs

• “Big Data” • Realize the true potential of a connected society

Where e are Today

Next Stage – Security is Key Challenge

Ideal Goal – Many Years Away…

Drivers & Enablers Challenges & Restraints

Expanding capacity Global economy

Ultra-low power processors will be increasingly important Compelling business model with a solid ROI

Market penetration Security & privacy

Core Semiconductor Components of IoT Device

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Connectivity Processing Sensing

• Bluetooth • Cellular • Other wireless • Wi-Fi • Wireline • ZigBee

• Application-specific / application processor

• FPGA/PLD • Microcontroller • 8/16/32-bit • Microprocessor Embedded

• Image sensor • Inertial sensor • Magnetic sensor • Pressure sensor • Temperature sensor • Other sensors

Connectivity in IoT

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• Which communications device is used in the “thing” depends on the application and the distance the data must travel.

• If the thing is hard-wired or requires a significant level of communications bandwidth, a wireline communications device will be used.

• If low power is a requirement, Bluetooth or ZigBee may be the

best communications device for the application.

• Bluetooth • Cellular • Other wireless • Wi-Fi • Wireline • ZigBee

Connectivity

Processing in IoT

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The level of processing power in the “thing” depends on the functions and the smartness of the thing. For example, a streetlamp could contain either an 8-bit MCU or an ASSP. The device that is used will depend on the functions the streetlamp is tasked to perform. If the streetlamp is to only turn itself off or on, an 8-bit MCU suffices. If the streetlamp is to automatically turn off or on, dim and undim the device when traffic increases, and run a video sensor, an ASSP is required to manage the processing requirements.

Processing

• Application-specific / application processor

• FPGA/PLD • Microcontroller • 8/16/32-bit • Microprocessor Embedded

Sensing in IoT

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• Sensing makes up a significant portion of the semiconductor devices used for the IoT, as nearly all things have at least one sensor, if not more.

• The type of sensor again depends on the application. If the environment is being measured, it is likely that a chemical, humidity and temperature sensor would be used in the thing.

Sensing

• Image sensor • Inertial sensor • Magnetic sensor • Pressure sensor • Temperature sensor • Other sensors

Sensors in IoT

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Handsets & Tablets Automotive Industrial IoT

• Handsets and tablets will still

make up for most of connected

sensors in next 10 years

• Sensor shipment expected to

more than double in 5 years—

from 10.4 billion sensors in 2013

to 23.2 billion in 2018

• 6 billion sensors in 2018

• ADAS and e-call sensors are first

sensors to support IoT scenarios

• As cars are becoming connected

and car OEMs are exploring how

to create value by leveraging “6

billion connected sensors”

• Sensor opportunity generated by

IoT in the range 10s to 100s of

millions, not billions

• Other areas of interest include

smart home, asset management,

industrial process, smart grid,

health

Top 15 Electronic Equipment for IoT

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Electronic System Types CAGR % 2013-2020

Automotive — Infotainment 61.3

Digital STB 17.3

Smart TV 10.6

Indoor LED Lighting 134.4

Automotive — Chassis 59.5

Automotive — ADAS 74.9

Automotive — Powertrain 53.1

Video Game Consoles

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Electronic System Types CAGR % 2013-2020

Healthcare — Monitoring — Consumer 56.7

Automotive — Body 53.2

Automotive — Safety 104.5

Toys 147.2

Smart Watches 89.0

Smart Glasses, HMD/Cameras 161.7

Connected Field Devices — Manufacturing 8.6

Top 15 28.2

Mobile Devices as the New Portals into Cognizant Computing

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Cognizant computing is the evolution of applications and services so that they can harness consumers' location-related, contextual, social and behavioural data. It promises to benefit consumers by being aware of their needs and preferences, and also promises to benefit service providers and create new monetizable service models

• Portal devices that capture consumers' contextual data

• Transactional devices that execute the steps involved in users' consumption of services, such as ordering and payment

• Delivery devices for targeted services and offerings, according to individual users' preferences

Mobile devices of all categories and form factors will contribute to Cognizant Computing as:

Cognizant Computing and Users' Evolving Needs Will Give Way to New Features & Use Cases

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Next-Generation Mobile Device Use Cases/Features

Augmented-reality acceleration Voice UI, advanced biometrics, gesture recognition

Next-generation video processing (4K, HEVC/H.265, etc.)

IoT integration and enhanced Bluetooth

Mobile payment 4G and LTE advanced basebands

Digital rights management True one-day runtime/ power savings

Flexible (AMOLED) displays Eye tracking

Smartphones – A Case for Data Monetization

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Standalone smartphones are getting into M2M space leveraging the built-in GPS, accelerometer, and connectivity.

iPhone (2007) - 3 sensors iPhone 4s (2011) - 4 sensors iPhone 5s (2013) – 5 sensors iPhone 6 (2014) - 6 sensors

Galaxy S (2010) - 3 sensors Galaxy S4 (2013) - 9 sensors Galaxy S5 (2014) - 10 sensors Galaxy S6 (2015) - 11 sensors

• Accelerometer / Proximity / Ambient light

• Three-axis gyro, accelerometer, proximity sensor, ambient light sensor

• Touch ID, three-axis gyro, accelerometer, proximity sensor, ambient light sensor

• Touch ID, barometer, three-axis gyro, accelerometer, proximity sensor, ambient light

• Accelerometer / Proximity / Compass

• Accelerometer, geo-magnetic, gyro-sensor, light sensor, pressure sensor, proximity sensor, gesture sensor, temperature & humidity sensor, hall sensor

• Accelerometer, barometer, fingerprint sensor, gyro sensor, geomagnetic sensor, gesture sensor, hall sensor, hr sensor, light sensor, proximity sensor

• Accelerometer, barometer, compass, fingerprint reader, gesture sensor, gps, a-gps, glonass, gyroscope, heart rate monitor, proximity Sensor

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Tablets – A Case for Data Monetization

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• Accelerometer, Ambient light sensors, three-axis accelerometer

• Touch ID, three-axis gyro, accelerometer, barometer, ambient light sensor

• Accelerometer, gyroscope, compass, hall, fingerprint (swipe)

• Multi-touch screen

iPad (2010) - 2 sensors iPad 2 (2011) – 3 sensors iPad 3 (2012) – 3 sensors iPad Air 2 (2014) – 5 sensors

• Accelerometer, ambient light sensor, gyroscope

• Accelerometer, ambient light sensor, gyroscope

Galaxy Tab 7.0 (2010) Galaxy Tab 2 (7.0) (2012) – 4 sensors

Galaxy Tab 3(7.0) (2013) – 4 sensors

Galaxy Tab S 10.5 (2014) – 5 sensors

• Accelerometer, gyro, proximity, compass

• Accelerometer, gyro, proximity, compass

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Connected Devices Available (1/2)

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• Medical Necklace - CoVa necklace is used to measure thoracic fluid record heart rate, respiration rate, heart rate variability, stroke volume, cardiac output, single-lead ECG, and posture

• Smart Fork - Hapi Fork is an electronic fork that helps you measure and track your eating habits. It also alerts you when you are chewing too fast.

• Smart Brush - Connected tooth brushes that engage users with their daily oral hygiene ritual

• Gluco Dock - Connected Glucometer which gives instantaneous readings along with feedback on measurement. It can also keep track of medication and food intake.

• BT-Enabled Insoles - Lechal can count your steps and calories burnt & even navigate by syncing with Google maps

• Sleep Measurement - Sense tracks your sleep, monitors the surroundings in your bedroom and reinvents the alarm, so you can sleep better

• Blossom: Smart Watering Controller - Automate your sprinklers with real-time weather data and complete control from your phone to lower your water bill up to 30%

• Flip 2: Wearable for Kids - Wearable phone and locator for kids. Parents can call, text and locate their child right from their phone, giving kids the freedom to be kids and parents a little extra peace of mind.

Connected Devices Available (2/2)

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• Tripper: Window and Door Sensor - Tripper is a set of two sensors that sends you real-time alerts when the status of any door, window, or cabinet in your home changes

• Deeper – Smart Portable Fish finder - Deeper is all about making your fishing experience better by narrowing down where to find fish and enjoy the day at the lake

Checkout the websites like http://iotlist.co/, IoT Awards, startup88 and you can find cool connected gadgets, IoT focused companies etc.

Key Takeaways

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• The processing, sensing and communications semiconductor device portion of the IoT framework will be a rapidly growing segment (5x) of the total semiconductor market

• Processing will be the largest revenue contributor to IoT, at $25 billion in 2020, while sensors will see the strongest growth, with an annual average increase of 40% through 2020

• The connected car will have a profound impact on IoT semiconductor revenue this decade

• Smartphones will account for nearly 90% of mobile phones produced in 2018 compared with 55% in 2013, and will account for more than 95% of mobile phone semiconductor revenue compared with 84% in 2013

• Premium smartphones on an average have 3 – 4 times the semiconductor dollar content of utility smartphones and 2 times the semiconductor dollar content of basic smartphones and will account for 15% of the entire semiconductor market in 2018

• Mobile devices are becoming interactive cognizant-computing portals that create value via apps and services. Their value as stand-alone products is declining.

• The transition to LTE in the United States, the migration from 2G to 3G technologies in China and other emerging markets, and the increasing mix of low-end smartphones versus feature phones will be key drivers of growth over the next five years

• The 4G LTE will represent about 50% of the market in 2018 compared with 26% in 2013

• Emerging markets will be the unit volume driver for smartphones, accounting for more than 75% of unit sales in 2018 compared with 36% in 2010

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