Disruptive or Just Another Process?soiconsortium.eu/wp-content/uploads/2016/04/FD-SOI... ·...

24
VLSIresearch … intelligence to make better decisions faster Copyright © 2016 VLSI Research Inc. All rights reserved. DistribuBon rights contained in T&Cs. FD SOI: Disruptive or Just Another Process? g dan hutcheson This report has been reproduced for the SOI Consortium It is approved for public release with attribution to VLSIresearch April 2016

Transcript of Disruptive or Just Another Process?soiconsortium.eu/wp-content/uploads/2016/04/FD-SOI... ·...

Page 1: Disruptive or Just Another Process?soiconsortium.eu/wp-content/uploads/2016/04/FD-SOI... · VLSIresearch … intelligence to make better decisions faster Copyright © 2016 VLSI Research

VLSIresearch … intelligence to make better decisions faster Copyright©2016VLSIResearchInc.Allrightsreserved.DistribuBonrightscontainedinT&Cs.

FD SOI: Disruptive or Just Another Process?

g dan hutcheson

This report has been reproduced for the SOI Consortium It is approved for public release with attribution to VLSIresearch

April 2016

Page 2: Disruptive or Just Another Process?soiconsortium.eu/wp-content/uploads/2016/04/FD-SOI... · VLSIresearch … intelligence to make better decisions faster Copyright © 2016 VLSI Research

VLSIresearch … intelligence to make better decisions faster Copyright©2016VLSIResearchInc.Allrightsreserved.DistribuBonrightscontainedinT&Cs.

A bit of background •  I’ve been quiet about FD

SOI –  I never bought the wafer

fab cost argument •  It’s not a make or break

decision point –  I didn’t want to rain on

anyone’s parade –  Plus, I look for the

opportunities –  For me, bad news is only

good news when you can change the world

April 2016 2

Page 3: Disruptive or Just Another Process?soiconsortium.eu/wp-content/uploads/2016/04/FD-SOI... · VLSIresearch … intelligence to make better decisions faster Copyright © 2016 VLSI Research

VLSIresearch … intelligence to make better decisions faster Copyright©2016VLSIResearchInc.Allrightsreserved.DistribuBonrightscontainedinT&Cs.

Then GLOBALFOUNDRIES showed 22FDX •  What I saw was real

differentiable features –  Potentially disruptive

•  Features for a new power-stingy world –  Especially IoT

•  Based on an ability to have real-time trade-offs –  power and performance –  via software-controlled

body-biasing of the transistor

April 2016 3

Page 4: Disruptive or Just Another Process?soiconsortium.eu/wp-content/uploads/2016/04/FD-SOI... · VLSIresearch … intelligence to make better decisions faster Copyright © 2016 VLSI Research

VLSIresearch … intelligence to make better decisions faster Copyright©2016VLSIResearchInc.Allrightsreserved.DistribuBonrightscontainedinT&Cs.

Then I got asked to talk here

•  My views were just my opinion, based on what I’d heard –  They needed validation

•  I needed to talk to real users –  Many of you in fact –  So I got a little help from

my friends –  And did a survey

April 2016 4

Page 5: Disruptive or Just Another Process?soiconsortium.eu/wp-content/uploads/2016/04/FD-SOI... · VLSIresearch … intelligence to make better decisions faster Copyright © 2016 VLSI Research

VLSIresearch … intelligence to make better decisions faster Copyright©2016VLSIResearchInc.Allrightsreserved.DistribuBonrightscontainedinT&Cs.

Who I talked to: •  Interviewed people from

–  6 Chip companies –  4 IP companies –  2 EDA companies –  2 Universities

•  All were well versed in SOI and its various flavors

•  The majority were decision makers

•  The rest had either strong internal or industry-wide influence

April 2016 5

Page 6: Disruptive or Just Another Process?soiconsortium.eu/wp-content/uploads/2016/04/FD-SOI... · VLSIresearch … intelligence to make better decisions faster Copyright © 2016 VLSI Research

VLSIresearch … intelligence to make better decisions faster Copyright©2016VLSIResearchInc.Allrightsreserved.DistribuBonrightscontainedinT&Cs.

Where were they with respect to FD-SOI? What about designing with it? In future designs/products? Why?

•  3 Classes of Futures Emerged: 1.  Those in or moving to

FD-SOI to avoid finFET 2.  Those big enough with

a product spectrum that will need both FD and finFET

3.  Those who prefer bulk and can afford finFET

April 2016 6

Page 7: Disruptive or Just Another Process?soiconsortium.eu/wp-content/uploads/2016/04/FD-SOI... · VLSIresearch … intelligence to make better decisions faster Copyright © 2016 VLSI Research

VLSIresearch … intelligence to make better decisions faster Copyright©2016VLSIResearchInc.Allrightsreserved.DistribuBonrightscontainedinT&Cs.

Goal: get a balanced view •  Why I talked to so many

already in the finFET camp

•  20nm is a huge breakpoint for the industry –  End of the road for

planar •  Breaking through this

wall is not easy

April 2016 7

Page 8: Disruptive or Just Another Process?soiconsortium.eu/wp-content/uploads/2016/04/FD-SOI... · VLSIresearch … intelligence to make better decisions faster Copyright © 2016 VLSI Research

VLSIresearch … intelligence to make better decisions faster Copyright©2016VLSIResearchInc.Allrightsreserved.DistribuBonrightscontainedinT&Cs.

Why people choose FD-SOI: Technical No surprise here •  The most attractive

feature is Body Biasing –  and its resulting benefits

What’s undersold •  Analog •  Reliability & Stability •  RF/MXSL integration •  Manufacturability

April 2016 8

Page 9: Disruptive or Just Another Process?soiconsortium.eu/wp-content/uploads/2016/04/FD-SOI... · VLSIresearch … intelligence to make better decisions faster Copyright © 2016 VLSI Research

VLSIresearch … intelligence to make better decisions faster Copyright©2016VLSIResearchInc.Allrightsreserved.DistribuBonrightscontainedinT&Cs.

Why people choose FD-SOI: Business It’s not about cost, it’s about •  Time-to-Money •  AVOIDING finFET •  Product Differentiation

What’s not a reason •  Wafer Fabrication Cost

–  It’s a complex matter of perspective and position

•  Single design decision –  It’s a design group

decision

April 2016 9

Page 10: Disruptive or Just Another Process?soiconsortium.eu/wp-content/uploads/2016/04/FD-SOI... · VLSIresearch … intelligence to make better decisions faster Copyright © 2016 VLSI Research

VLSIresearch … intelligence to make better decisions faster Copyright©2016VLSIResearchInc.Allrightsreserved.DistribuBonrightscontainedinT&Cs.

FD offers a real alternative to finFET •  It may be hot •  But the wall is

pushed further out •  Especially if you

are not a giant •  Or your market is

not gigantic

April 2016 10

Page 11: Disruptive or Just Another Process?soiconsortium.eu/wp-content/uploads/2016/04/FD-SOI... · VLSIresearch … intelligence to make better decisions faster Copyright © 2016 VLSI Research

VLSIresearch … intelligence to make better decisions faster Copyright©2016VLSIResearchInc.Allrightsreserved.DistribuBonrightscontainedinT&Cs.

FD versus finFET perspectives •  Both co-exist because they have unique benefits

•  Proof point: some companies choose both •  finFET is great if you have a market that’s…

•  Large enough to afford the NRE cost •  Needs extreme density and digital performance

•  It is the digital all-in-one solution

•  FD is better if you have a market that’s… •  Smaller and needs scaled down NRE costs •  Evolving quickly and needs a faster time-to-

market •  Needs a power, reliability, and analog advantage

•  At a much lower NRE cost •  And you need differentiation

April 2016 11

Page 12: Disruptive or Just Another Process?soiconsortium.eu/wp-content/uploads/2016/04/FD-SOI... · VLSIresearch … intelligence to make better decisions faster Copyright © 2016 VLSI Research

VLSIresearch … intelligence to make better decisions faster Copyright©2016VLSIResearchInc.Allrightsreserved.DistribuBonrightscontainedinT&Cs.

28 versus 22 SOI perspectives •  28 is here today •  22 is a natural extension

•  Why? •  Because if we know

anything about technology it always gets better

•  Has more knobs •  SOI’s a roadmap, not a

one trick process •  Market doesn’t really

see them as a continuum of nodes

April 2016 12

Page 13: Disruptive or Just Another Process?soiconsortium.eu/wp-content/uploads/2016/04/FD-SOI... · VLSIresearch … intelligence to make better decisions faster Copyright © 2016 VLSI Research

VLSIresearch … intelligence to make better decisions faster Copyright©2016VLSIResearchInc.Allrightsreserved.DistribuBonrightscontainedinT&Cs.

SOI’s a roadmap, not a one trick pony

April 2016 13

•  IBM brought SOI to market two decades ago –  Power™ multicore MPUs

•  Long lived processes

•  Evolutionary steps: –  SIMOX to SmartCut™ –  PD to FD UTB –  Market ready EDA tools & IP

Page 14: Disruptive or Just Another Process?soiconsortium.eu/wp-content/uploads/2016/04/FD-SOI... · VLSIresearch … intelligence to make better decisions faster Copyright © 2016 VLSI Research

VLSIresearch … intelligence to make better decisions faster Copyright©2016VLSIResearchInc.Allrightsreserved.DistribuBonrightscontainedinT&Cs.

My* perspectives on FD versus finFET •  Depletion is not where the differentiable

advantage comes from •  Both are fully depleted

•  FD’s differentiable advantage lies in the Back Biased Gate and ULV

•  Bulk finFET is enhancement mode: •  VG 0, +1, +2 … •  Inherently better for digital

•  Back Biased FD SOI is depletion mode: •  VG +1, 0, -1, -2 … cut off •  Inherently better for analog

•  + 22FDX has lower Vdd & min

* Warning: I am an economist, not an engineer

April 2016 14

Page 15: Disruptive or Just Another Process?soiconsortium.eu/wp-content/uploads/2016/04/FD-SOI... · VLSIresearch … intelligence to make better decisions faster Copyright © 2016 VLSI Research

VLSIresearch … intelligence to make better decisions faster Copyright©2016VLSIResearchInc.Allrightsreserved.DistribuBonrightscontainedinT&Cs.

How real is 22FDX? •  Almost 1/2 say they’ll

design in it •  Another 2/5 say possibly •  Contrasted against

•  ~< ½ are going to finFET •  ~½ of chip companies

interviewed were committed to bulk finFET

•  Thus FD will coexist with fins

April 2016 15

Page 16: Disruptive or Just Another Process?soiconsortium.eu/wp-content/uploads/2016/04/FD-SOI... · VLSIresearch … intelligence to make better decisions faster Copyright © 2016 VLSI Research

VLSIresearch … intelligence to make better decisions faster Copyright©2016VLSIResearchInc.Allrightsreserved.DistribuBonrightscontainedinT&Cs.

Target Markets for FD-SOI •  IoT is the top

market •  Auto is next •  Then Analog

MXSL –  Which is tightly

related to the top 2

April 2016 16

Page 17: Disruptive or Just Another Process?soiconsortium.eu/wp-content/uploads/2016/04/FD-SOI... · VLSIresearch … intelligence to make better decisions faster Copyright © 2016 VLSI Research

VLSIresearch … intelligence to make better decisions faster Copyright©2016VLSIResearchInc.Allrightsreserved.DistribuBonrightscontainedinT&Cs.

Is SOI Disruptive? •  No •  It’s the enabler

– IoT is the disruptive force

– ADAS – And others that

can use the unique features of SOI

April 2016 17

Page 18: Disruptive or Just Another Process?soiconsortium.eu/wp-content/uploads/2016/04/FD-SOI... · VLSIresearch … intelligence to make better decisions faster Copyright © 2016 VLSI Research

VLSIresearch … intelligence to make better decisions faster Copyright©2016VLSIResearchInc.Allrightsreserved.DistribuBonrightscontainedinT&Cs.

How you can help realize the SOI roadmap: •  Strengthen the ecosystem

•  Validated independent IP •  Full flow design tools, etc.

•  Easy for the average designer

•  Disclose the success stories •  Drive the volume

April 2016 18

Page 19: Disruptive or Just Another Process?soiconsortium.eu/wp-content/uploads/2016/04/FD-SOI... · VLSIresearch … intelligence to make better decisions faster Copyright © 2016 VLSI Research

VLSIresearch … intelligence to make better decisions faster Copyright©2016VLSIResearchInc.Allrightsreserved.DistribuBonrightscontainedinT&Cs.

Thank You

19 April 2016

Get the Apps

Page 20: Disruptive or Just Another Process?soiconsortium.eu/wp-content/uploads/2016/04/FD-SOI... · VLSIresearch … intelligence to make better decisions faster Copyright © 2016 VLSI Research

VLSIresearch … intelligence to make better decisions faster Copyright©2016VLSIResearchInc.Allrightsreserved.DistribuBonrightscontainedinT&Cs.

about VLSIresearch VLSIresearch is an award-winning provider of market research and economic analysis on the technical, business, and economic aspects of the semiconductor supply chain. Providing intelligence for faster and better decision making, seasoned executives in high technology, government, and finance rely on VLSIresearch’s insights to guide them to the right decisions. The formula is simple: Better intelligence leads to better decisions which deliver better results. Founded in 1976, VLSIresearch is the leading technology research and advisory company focused on semiconductor related manufacturing. The company’s website is www.vlsiresearch.com.

•  The Chip Insider®

•  The trusted advisor •  The ForecastPro

•  The semi ecosystem •  Equipment Databases

•  Semi Equipment

ResearchandServices•  Customer Satisfaction

•  Brand management •  Test Consumable Markets •  Photovoltaics •  Consulting

•  Semiconductor Analytics •  Know when it’s turning

as it turns •  Critical Subsystems

•  Eq Supply Chain •  Industry Pulse Pro ®

April 2016 20

Page 21: Disruptive or Just Another Process?soiconsortium.eu/wp-content/uploads/2016/04/FD-SOI... · VLSIresearch … intelligence to make better decisions faster Copyright © 2016 VLSI Research

VLSIresearch … intelligence to make better decisions faster Copyright©2016VLSIResearchInc.Allrightsreserved.DistribuBonrightscontainedinT&Cs.

VLSIresearch Operations

HQ,Research&SalesResearch&SalesSales

SiliconValley-CA(HQ)

UK

NewYork

Taiwan

Japan

Korea

21 April 2016

Page 22: Disruptive or Just Another Process?soiconsortium.eu/wp-content/uploads/2016/04/FD-SOI... · VLSIresearch … intelligence to make better decisions faster Copyright © 2016 VLSI Research

VLSIresearch … intelligence to make better decisions faster Copyright©2016VLSIResearchInc.Allrightsreserved.DistribuBonrightscontainedinT&Cs.

Meet the Team

G. Dan Hutcheson CEO and

Chairman of the Board

Risto Puhakka President

John West Managing Director,

VLSIresearch Europe

Lisa M. Steele Vice President

Manjesh Singh CTO

Affiliates: •  Kaz Hayashi, Managing Director, Japan

•  Philip Wang, Managing Director, Taiwan

•  Young Soo (YS) Im, Managing Director, Korea

Staff Profile: •  Post Graduate; PhD, MBA, MSc: 4 •  College degrees: 14 •  Technical degrees: 6 Total staff: 24

22 April 2016

Page 23: Disruptive or Just Another Process?soiconsortium.eu/wp-content/uploads/2016/04/FD-SOI... · VLSIresearch … intelligence to make better decisions faster Copyright © 2016 VLSI Research

VLSIresearch … intelligence to make better decisions faster Copyright©2016VLSIResearchInc.Allrightsreserved.DistribuBonrightscontainedinT&Cs.

VLSIresearch.com •  Award-winning market research and analysis •  For research on semiconductors, manufacturing, and photovoltaics

ChipHistory.org •  Preserving the history of semiconductors for future generations •  Virtual history museum •  Based on industry donations

weSRCH.com •  Where Technology = Opportunity •  A virtual science & engineering conference •  Ads reach > 1M visitors per month

•  15-20 mins/visit, >1 visit/week •  High signature authority and income viewership •  High Yield on Targets for your business

VLSIresearch Web sites

23 April 2016

Page 24: Disruptive or Just Another Process?soiconsortium.eu/wp-content/uploads/2016/04/FD-SOI... · VLSIresearch … intelligence to make better decisions faster Copyright © 2016 VLSI Research

VLSIresearch … intelligence to make better decisions faster Copyright©2016VLSIResearchInc.Allrightsreserved.DistribuBonrightscontainedinT&Cs.

Terms and Conditions, Notices, and Disclaimers, etc.

By accepting this report, opening it, or using it you are agreeing to these terms. This report contains valuable proprietary information developed or acquired by VLSI Research at great expense. You have a limited license to hold these materials but do not become the owner of any material. The materials provided are protected by copyright, trade secret, and trademark law. This presentation has been approved by VLSI Research for public release with attribution. The information in the materials may be used by you on a limited basis in your own documents, provided that those documents are not-for-sale, VLSI Research is clearly referred to as the source of such information, and you obtain written approval prior to use. This report is provided on an "AS IS," "WHERE IS", "WHERE AVAILABLE", “WITH ALL FAULTS” basis. VLSI Research does not warrant these materials or the information provided therein, either expressly or impliedly, for any particular purpose and VLSI Research specifically disclaims any express or implied warranties, including but not limited to, any express or implied warranties of TITLE, ACCURACY, NON-INFRINGEMENT, MERCHANTABILITY or FITNESS FOR ANY PARTICULAR PURPOSE OR USE. The sources of the information in this report include numerous individual reports, memos and bulletins from various segments of the industry, annual reports, financial reports, interviews, questionnaires, surveys, technical symposia, trade journals, technical journals and individual assessments by knowledgeable company or industry representatives as well as our own analysis and judgment. Some companies are more cooperative about providing information than others and some companies decline to provide or validate the accuracy of any information. Although the information provided is obtained or compiled from sources VLSI Research believes to be reliable given the oftentimes difficult circumstances under which it is collected, VLSI Research cannot and does not warrant or guarantee the accuracy, validity, truthfulness, timeliness, or completeness of any information or data made available to you for any particular purpose. In no event will VLSI Research be liable to you or any third party, whether in contract, tort or under any other legal theory, for any direct, indirect, special, consequential or incidental damages, or any other damages of any kind even if VLSI Research has been advised of the possibility thereof. We receive letters and e-mails on current topics covered in our services and/or reports that are of interest to our subscribers, as well as comments on our reports. We value that subscriber input and like to use it. By submitting such material to us, unless you tell us specifically not to publish it, or except to the extent that you give us an embargo date before which you instruct us not to publish it, you authorize us to publish and republish it in any form or medium, to edit it for style and length, and to comment upon or criticize it and to publish others’ comments or criticisms concerning it, as the case may be. This report may contain information concerning stocks that is obtained from the opinions of industry analysts. Quoted past results are not necessarily indicative of future performance. None of the information should be seen as a recommendation to buy or sell any securities. We are not stock analysts or investment advisors. You should contact a registered investment advisor as to the nature, potential, value or suitability of any particular investment action. No information provided is investment advice and any such information is just an opinion and is not tailored to the investment needs of any specific person. Certain statements in this report, other than statements of historical fact, and other written or oral statements made by VLSI Research may be forward-looking. In some cases, you can identify forward-looking statements by terminology such as "may", "will", "should", "expects", "intends", "plans", "anticipates", "believes", "thinks", "estimates", "seeks", "predicts", "potential", and similar expressions. Although VLSI believes that these statements are based on reasonable assumptions, they are subject to numerous factors, risks and uncertainties that could cause actual results and outcomes to be materially different from those stated or projected. Those factors, among others, could cause actual results and outcomes to differ materially from the results and outcomes stated or projected in, or implied by, the forward-looking statements. You should understand that forward-looking statements are not guarantees of results or outcomes. New risks and uncertainties arise from time to time, and VLSI Research can not predict those events or how they may affect you, the reader. VLSI Research Inc does not have any intention or obligation to update forward-looking statements after the date of this report. No part of this report may be used in any legal proceedings nor may any of these materials or the information contained therein be disclosed to any third party, including investors or affiliated firms belonging to investors, outside directors or to your affiliated companies, or reproduced or transmitted to any third party, in any form or by any means – mechanical, electronic, photocopying, duplication, microfilming, videotape, verbally or otherwise – without the prior written permission of VLSI Research. The Chip Insider®, The Industry Pulse Pro®, and the CSS 10 BEST logo are registered trademarks of VLSI Research Inc. All other trademarks, service marks, and logos are the property of their respective owners.

24 April 2016