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2015/10/15
2016
- IC --
• 2015 –• 2016 – IC –• 2017 –
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• 20•
– IC (Vitual IDM )– IC ( )– IC
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20
12 October 2015 | Page 4ALL RIGHTS RESERVED. REPRODUCTION PROHIBITED WITHOUT WRITTEN PERMISSION .
0.0401
0.0282
0.0194
0.014 0.01420.0162
0
0.005
0.01
0.015
0.02
0.025
0.03
0.035
0.04
0.045
90nm 65nm 40nm 28nm 20nm 16nm
/
20
2015
Virtual IDM: !: !!
Profit (ASP-Cost) * Shipments
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IC
1.2.3.
20
( )= ( )
/
1. SoC2. SoC3.
2013/2014 Fabless 20LSI
BroadcomNVIDIA
( ) Dialog
2014/2015Qualcomm(1) CSR (13) IkanosAvago(6) Broadcom (2)
(3)Intel(1) Altera (9)Dialog (15) Atmel ( Fabless )
NXP (14) Freescale(18)
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–
=> ( ) <=
20052025
200520152025
2015
Source MTK 2015/10
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Foundry 1 -
Foundry
Time is Money
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Foundry 2 -
Foundry
Defect
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Foundry 3 –
1.(From A*B*C*D*E to B = )2.( = )
A B C D E B
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/ /
LP MCU LP MCU LP MCU LP MCU LP MCU LP MCU
LP AP LP AP LP AP RFID RFID
PLC PLC Zigbee NFC NFC
Zigbee Zigbee GPS GPS
PMIC WiFi WiFi
MEMS PMIC PMIC
PMIC CIS MEMS
PMIC CIS
PMIC MEMS
CIS
MEMS
CIS
e-NVM RF HV BCD Sensor
Foundry 4 –
Node
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1 –
Apple S1 from Apple (Wiki)
1. IC2. ICIC –
SiP !
( )( )
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2 – ( )
Google Project Ara from Google (Wiki)
– ( !)=> <=
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IC –
MCU1. (
AP )2.
Sensor1.2. Sensor
Sensor ICIC
2015-
Dialog – Atmel 2015 Intel-Altera
2015 Intel/Micron Xpoint
2015Intel/Micochip/AtmelPrplMicrosoft Windows 10
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IC 1 –
1.2.
ContextualInteractions
Natural UserInterface
A.I. Inside
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IC 2 –
12 October 2015 | Page 17ALL RIGHTS RESERVED. REPRODUCTION PROHIBITED WITHOUT WRITTEN PERMISSION .
TRI
1. 20152014 (7.2%) (2~3%)
2. 2016
2016
3. /
