AIoT – Emerging Compute Architectures

Don Chan

R&D VP, Cadence Design Systems

Panelist

• Alan Gatherer, SVP & CTO of Baseband SoC, Futurewei Technologies

• Fouad Bennini, President of Asia Pacific, Bosch Sensortec GmbH

• Albert Liu, Founder & CEO, Kneron

• Matt Perry, GM, Azure Hardware System Group, Microsoft

4 to Billions of Transistors on a single silicon wafer in 60 yearsMoore’s Law and Beyond…

1960, Fairchild Semiconductor

Source: Fairchild - From left to right: Gordon Moore, C. Sheldon Roberts, Eugene Kleiner, Robert Noyce,

Victor Grinich, Julius Blank, Jean Hoerni and Jay Last. (1960)

Today, More and More Data is driving semiconductor growth

If only we can tell the future …

Courtesy of Walt Disney Pictures, 2005

1968The concept of self-driving car was introduced in a movie

© 2019 Cadence Design Systems, Inc. All rights reserved.6

Gaming/AR/VR

Medical

Across Every Industry Segment

Video

IoT

Automotive Robotics

71% CAGR

2018 2019 2020 2021 2023

Video Gaming IoT AR / VR Medical Robotics Auto

2022

Source: IBS

Da

ta in

Exa

byte

s (

10

18)

Chip Design System Analysis Advanced Packaging ML / AIComplex PCB and Chassis

© 2019 Cadence Design Systems, Inc. All rights reserved.7

AI – Key Semiconductor Driver

$0

$100

$200

$300

$400

$500

$600

$700

$800

2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027

Total Semi AI Processors

Semiconductor Revenues over Time ($B)

Smartphone Semi

Spend

AI Semi Spend

Source: IBS

AI semis expected to grow more than

3X total semi market

© 2019 Cadence Design Systems, Inc. All rights reserved.8

Multiple Opportunities in the AI Market

Opportunities in Existing Market Emerging Opportunities

• Accelerators for parallel processing, such as

GPUs1 and FPGAs2

• Workload-specific AI accelerators

• Quantum computing, neuromorphic

• High-bandwidth memory

• On-chip memory (SRAM3)

• Quasi-volatile memory

• Non-volatile memory (NVM)

PCM, MRAM

• Potential growth in demand for existing

storage systems as more data is retained

• AI-optimized storage systems

• Emerging NVM (as storage device)

• Infrastructure for data centers• Silicon photonics

• Programmable switches

1Graphics-processing units. 2Field programmable gate arrays. 3Static random access memory.

Source: McKinsey analysis and Cadence

Compute

Memory

Storage

Networking

© 2019 Cadence Design Systems, Inc. All rights reserved.9

IoT / IndustrialCloud / Data CenterMobile Automotive Aero / Defense Health

Cadence Intelligent System Design

Cloud Enabled — Partnerships with Ecosystem Leaders

• System Analysis

• Embedded Software and Security

• Device Development

• Full-Flow Digital

• Analog and RF

• Verification Suite

• Interface and Processor IP

• Machine Learning Inside

• Machine Learning Outside

• Machine Learning Enablement

System

Innovation

Pervasive

Intelligence

Design

Excellence

Questions & Answers