ARM in Wearables - DB Taipei Jun 2014

8/17/2019 ARM in Wearables - DB Taipei Jun 2014

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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

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ARM in Wearables - DB Taipei Jun 2014

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