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Wearables: The Cambrian Ex
Philip Sparks, InvestDeutsche Bank Wearables
Taipe
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The Cambrian Explosion: 542m Years Ago
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The Cambrian Explosion: 2014
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ARM’s Products and Business Model
Technology Trends
Wearable Devices
Q&A
Topics
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From System-in-a-Box to System-on-Chip
System-on-Chip (SoCIntegratedMiniatureBattery-friendl
PC MotherboardModularBulkyPower-hungry
CPU
GPUGPU
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ARM’s Business ModelGlobal leader in the development of Semiconductor IP
R&D outsourcing for semiconductor companies
Innovative business model yields high marginsUpfront license fee – flexible licensing modelsOngoing royalties – typically based on a percentage of chip priceTechnology reused across multiple applications
Long-term, secular growth markets
Over 1000 liceGrowing by ~
~350 potential
10.4bn ARM-b
~20% CAGR
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ARM IP For All Device Types
FLASH ROM SRAMDMC
Interconnect
FLASH ROM SRAM
Always ONCPU
Apps.CPU
Always ONCPU
DisplayProcessor
VideoProcessor
Interconnect
GPU
Simple OS Light OS Enterprise-clas
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The ARM Ecosystem
Semiconductor
Vendors OEMS
SoftwareDevelopers
Design Tools
Education andTraining
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The ARM Ecosystem
30+ Real-time Operating Systems13+ IDEs and C/C++ compilers21+ Debugger vendors5+ Graphics UI librariesmbed™ prototyping platform
220+ licenses of Cortex-M processorsOver 3,000 Cortex-M based MCU parts
3 BillionEmbedded processors shipped in 2013
: Microcontrollers
http://www.spansion.com/http://www.arm.com/community/partners/display_company/rw/company/cypress/
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Enabling Intelligence EverywhereLeading in Wearables andthe Internet of Things
>95% share ofsmartphonesand tablets
Driving the transformnetwork infrastructurdata center
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Financial Performance2013 Revenues $m £m % Revs
Licensing 447.9 285.6 40%
Royalty 558.9 358.3 50%
Other 110.9 70.7 10%
Total 1,117.7 714.6
COGS 37.2
Gross Margin 94.8%
Operating Costs 326.5
Operating Margin 49.1%
Profit Before Tax 364.0
EPS 20.6
Cash Generation £344.5
Total Cash £706.3
95% of revenues earned in U
Cash generative, debt free
Revenue growth has driven and earnings
Royalties approximately 50%
Approximately 80% of cost
product development
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TechnologDriving the ‘Cambrian Explosion’ in
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Trend1: Computing Power at Low Pri
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Premium Smartphone Specifications
CPU ARMv7-A Dual-core Cortex-A9
GPU Mali-400Data 3G
Features 8 MP camera, 1080p@30fps video, 2 MPrear camera, HTML browser
Entry-level Phone Specifications
CPU ARMv5 ARM9
GPU X
Data 2G only
Features No front camera, 128 x 128 pixels, No rear
camera, No browser
Fast Migration of Features Across Smartphone Segment
Mid-range/Feature Phone Specifications
CPU ARMv6 ARM11
GPU X
Data 3G
Features 2 MP Camera, 240 x 260 Pixels, No rearcamera, No browser
PremiumSmartphone
Mid-rangeFeature-phone
Entry-levelphone
2011
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Premium Smartphone Specifications
CPU ARMv7-A Octa-core 4x Cortex-A15, 4x Cortex-A7ARMv8-A Octa-core 4x Cortex-A57, 4x Cortex-A53
GPU Mali-T760Data 4G
Features 16 MP Camera, 2160p@30fps video, 2 MP rear camera,HTML5 Browser
Entry-level Smartphone Specifications
CPU ARMv7-A Quad-core Cortex-A7
GPU Mali-400
Data 3G/2G
Features 8 MP Camera, 1080p@30fps, 2 MP rear camera,HTML5 browser
Fast Migration of Features Across Smartphone Segment
Mid-range Smartphone Specifications
CPU ARMv7-A Octa-core Cortex-A7ARMv8-A Quad-core Cortex-A53
GPU Mali-T720/ Mali-450
Data 3G/4GFeatures 8 MP Camera, 1080p@30fps, 2 MP rear camera,
HTML5 browser
2011
PremiumSmartphone
Mid-rangeSmartphone
Entry-levelSmartphone
2014
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Smartphones available for
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Microcontroller Magic 2014
Photo with permission Freescale Semiconductor
Freescale KL03 microcontrollerARM® Cortex ®-M0+ processor48 MHz32 KB Flash, 8KB boot ROM, 2 KB RAM35uA/MHz low-power active mode1 uA sleep mode
2mm x 1.6mm
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Trend 2: Intelligence Eve
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Computer + Sensor + Connection
Processor andelectronic sensor
Communicationslink to a remote
server
Motio
Locat
Proxi
HumTemp
Vibra
Weig
Noise
Pulse
Powe
Fuel
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Making Everything Intelligent
Smart retrofit for steam apartment heating6 building trial showed >15% energy savingEnabled compliance with Local Law 8731,000 steam heated buildings in the Bronx a
SD card contains WiFi/Cortex-M3FCC certified: allows rapid retrofit
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The Internet of Things
Everything ConnectedAutonomous, intelligent sensors
All DCentralised stor
End-to-EEasy to set up
Low Cost NodesBillions of‘Things’
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Trend 3: Everyone Can In
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A New Era of Embedded Development
Assembler C Platfor
1990s 2000s 201
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ARM mbed™ - Accelerating IoT Deployment
Rapid, professional IoT device developmentAn open source platform and libraries forCortex ®-M microcontrollers
Mix & match components for your designMicrocontrollers, Radios, Sensors, Software stacks
Bluetooth ®, 802.15.4/6LoWPAN, WiFi, Cellula r
Simplify integration with cloud servicesEmbedded agents and APIs for cloud services
MCUs
radios
sensors
1mbed.org un
mbed-e
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110,000 Maker
Enabling the CommuLow Cost Development Boards
MAY 17-18, 2014
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The Rise of the “Hardware App”
Pebble WatchSmart watch
Fitbit® One ™ Activity + sleep tracker
Parrot AR.Drone ® Quadrocopter
AugustHome security
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Wearable Tec
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Example Users & Use Cases
LifestyleOffice Extreme sports
ElderlyProfessional TeenagersPets
Sports
Animals
Industrial
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Challenges
2600
mAh
Small form factor and battery size
What is using the battery?WiFiBluetoothGPSSensorsUI
ApplicationsMarkets are still developingUse cases are still emerging
How does the user interface with the device? Does it need always-on connectivity? Can it rely on
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Industry ‘Always -on, Always-Aware’ Architecture
ApplicationProcessor
Rich OS & Apps
SensorHub
GPS
G
A
Mag
Tou
Microp
Luminance
Temperature
Sensor Hub API
A Sensor Hub brings monitors the environment even when the Apps Processor is in standby
Sensor Fusion,Averaging, filtering,calibration longterm trends,event alarms,
use case learning etc.
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Basic Device ArchitectureARM Cortex -M Low Power Processor
On Chip MemoriesEmbedded FlashSRAMROM
Low frequency CPU (20-150 MHz)Always-on sensor fusion
Months of battery life
Always on
Interconnect
FLASH ROM SR
Cortex-M
Basic Wear
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ARM Cortex-M Product Line
Lowest costLow power
‘16/32 -bit’ Traditional application spa‘8/16-bit’ Traditional application space
Lowest powerOutstanding energy efficiency
Performance efficiencyFeature rich connectivity
Digital SignaProcessor w
AcceleratedFloating
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High-end Device ArchitectureARM Cortex-A7 MP Application Processor
Dual-core cluster for scalable performanceLow active powerLow power modes to reduce standby powerEnergy efficient L2 subsystemEnergy efficient NEON engines /Audio & DSP
ARM Mali-400 MP GPU
ARM Cortex-M Ultra low power sensor fusionprocessor
ARM Mali-DP500 Display Processor
ARM Mali- V500 Video Engine
LPDDR for lower memory power consumption
Cortex-A7 MP
256KB L2
FLASH ROM
Low powerbridge
Cortex-M
DRAM
Mali400
CPU0CPU1 MaliDP500
Interconnect (CoreLink NIC-400)
Always on
High-end Wea
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Power-efficient Cortex-A CPUs for Wearables
• ARMv7-A• 8 stage in-order• Single issue• AMBA® 3• UP and MP configurations• External L2 cache
• ARMv7-A Extensions• 8 stage in-order• Partial dual issue• AMBA 4 ACE• Integrated L2 cache
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Accelerometer
Bluetooth ICNordic Semiconductor / nRF8001
Activity Tracker
MicrocontrollerST Microelectronics / STM32L151C6ARM Cortex-M3 processor
“Beyond the price and performance benefits, the engineering team enjoyed the codoffered by the ARM 32-bit part ”
- Interview with FitBit CEO, James Parks, source - www.designnews.com
S o u r c e -
w w w . i f i x
i t . c
o m
Battery charger ICTexas Instruments / BQ24040
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Smartwatch
3D digital magnetometerFreescale / MAG3110
Bluetooth moduleTexas Instruments / CC256xPanasonic / Pan1316
3-axis accelerometerST Microelectronics / LIS3DH
MicrocontrollerST Microelectronics / STM32F205REARM Cortex-M3 processor
S o u r c e -
w w w . i f i x
i t . c
o m
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Mobile Smartwatch
9-axis accelerometer, gyroInvensense/ MPU-6050
Application processorMediatek/ 6572ADual-core ARM Cortex-A7 processorARM Mali
™
-400 GPUBluetooth/ WiFi
O
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Life Logging
Camera SoCAmbarella / A770ARM11 Processor
Bluetooth 4.0 / 802.11nQualcomm Atheros / AR6233
Power managementAustriamicrosystems / AS3713
MicrocontrollerFreescale / SCK20DN51ZARM Cortex-M4 Processor
S o u r c e -
w w w . i f i x
i t . c
o m
GoPro HE
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Wearable Revolution Built using ARM IP
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ARM - Enabling The Cambrian Explosion
Key Enablers
Low-power CPUs andGPUs for devices withsmall batteries andextended use periods
A broad ecosystem that
supports rapid, opendevelopment
Ambitious and capableSemiconductor Partners V o
l u m e
Device Categories
26 Billioninstalled unitsby 2020*
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Thank you for
PAR