New thinking for the next wave of...
Transcript of New thinking for the next wave of...
www.imgtec.com
Walter Wen
China Sales Director
New thinking for the next wave of innovation
© Imagination Technologies China Summits November 2015 2
A global technology leader
Driving IP innovation with unrivalled portfolio
#1 in graphics, GPU compute and video IP
#2 in CPU processor IP
Leader in emerging RPU communications IP market
#3 design IP company world-wide*
Enabling unique IP platforms Transforming TTM (time to market)
Leveraging customer IP to maximise differentiation
Supporting and driving major markets
Helping our partners to create successful solutions
Influencing new and emerging opportunities
Showcasing and proving our technology with real products
A technology powerhouse for multimedia, processors, communications and cloud IP
* source: Gartner Flow Cloud
Connectivity
PowerVR Graphics & GPU
Compute Processors
Ensigma Communications Processors
PowerVR Vision
Processors
MIPS General
Processors
SoC
fabric
PowerVR Video
Processors
© Imagination Technologies China Summits November 2015 3
Imagination’s momentum Recognised as the leading mobile graphics brand
Recent major new design wins for both PowerVR and MIPS IP
PowerVR XE GPUs gaining ground in entry and midrange
PowerVR GPU & video strong in many leading tablets
MIPS, PowerVR GPUs and video in many leading STB/OTT boxes
Growing TV deployment of PowerVR IP
PowerVR GPUs dominate automotive for clusters and infotainment
e.g. TI, Renesas
MIPS processor leading ADAS segment – e.g. Mobileye
Virtualisation for robustness and security winning significant
and growing attention
Mobile
Consumer
Automotive
© Imagination Technologies China Summits November 2015 4
Imagination’s momentum
MIPS making great progress – Microchip, Samsung Artik, Ingenic & others
Imagination’s Creator platforms & FlowCloud for fast, easy development
PowerVR GPU’s powering key wearable platforms
Growing number of OEMs using MIPS-based SoCs from Ingenic,
Ineda & others
Loongson and others re-establishing MIPS in high end
Expect further new HPC announcements soon!
Cavium’s best-selling 64-bit SoCs are MIPS!
Ikanos, Broadcom, Mediatek all shipping volume MIPS-based SoCs
Computing
IoT
Networking
Wearables
© Imagination Technologies China Summits November 2015 5
Powering everything, everywhere
Emerging Trends:
Smart vision Multi-domain security
VR & AR Everything connected
ISA neutrality
Markets:
Mobile phones
Mobile computing
Consumer multimedia
Automotive
Networking
Enterprise
Wearables
IoT
© Imagination Technologies China Summits November 2015 6
The semiconductor world is changing
Consolidation in established markets
Mostly in West and Japan
Largely driven by mobile market consolidation
Rapid rise of players in emerging economies
Western companies investing in eastern partners
Trend towards OEM verticalisation in several markets
Driven by SoC-level differentiation
New semis even closer to applications
Have to become much more than just a semi
Picture of change
Flags of China, TW
© Imagination Technologies China Summits November 2015 7
The developing landscape: four types of “semi” players
1. The super-high volume (SoC) semi Supporting large mainstream segments, driven by mobile
SoC capability and/or proprietary architecture driven
2. The market focused, specialised semi Smaller and operating closer to more specialised applications
Auto, Health, Home Automation, Industrial/Enterprise, …
3. The vertical major OEM brand with internal semi SoCs + Cloud are key enablers & differentiators
Branded products covering multiple segments
4. The “partnership” vertical OEM, Service Provider, Brand Replicating vertical model (category 3) but through partnership
Custom SoC => an enabler and a differentiator
Medium to large scale
© Imagination Technologies China Summits November 2015 8
The evolving food chain
Semis
Operators
IP OEM Partners
Differentiation, platforms
IP
Vendors
IP vendors
Amortise R&D costs
Ecosystems
Standards
OEMs
(Brands)
Retail
Apps
Relationship with consumers
Revenue per transaction
Apps
vendors
Online
Online
Margin pressure
Ease of comparison
Relationship with e-Tailer
Foundries
Amortise fab costs
Enables fabless
Foundries
ODMs
Supporting brands
ODMs
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Multi-domain security matters
© Imagination Technologies China Summits November 2015 10
Today’s security solutions are inadequate
Only secures the CPU
Only one secure zone
Proprietary hardware
All secure apps in the same zone
One CPU-centric secure zone is not enough
Trusted Hypervisor
Unified Memory
Root of Trust
Communications
GPU graphics and compute
Central Processor
So
C F
ab
ric
High security:
Payment
Media
Health
Utilities – electricity, gas
High security
zone
Low or zero security:
Maps
Games
Low security applications
© Imagination Technologies China Summits November 2015 11
OmniShield™ redefines the future
Multi-domain: up to 255 containers
Heterogeneous: CPU GPU, RPU
Hardware separation: virtualisation
Open: prpl Security PEG
Multi-domain, heterogeneous, hardware separation
Trusted Hypervisor
Unified Memory
Root of Trust
Communications
GPU graphics and compute
Central Processor
So
C F
ab
ric
High security:
Payment
Media
Health
Utilities – electricity, gas
Low or zero security:
Maps
Games
Low security applications
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Platforms matter
© Imagination Technologies China Summits November 2015 13
Helping our customers leverage their know-how
Domain Solutions Customer
technologies & know-how
Customizable IP platforms Ecosystems
software, tools, apps, middleware, hardware
Scalable IP
PowerVR Multimedia
Networking Enterprise IoT Smart Home
Connected Cars
Wearables Mobile
© Imagination Technologies China Summits November 2015 14
IP platforms: addressing the emerging demand Pre-verified solutions - enabling the next wave of innovation
Customisable
IP Platforms
Differentiated
Customer SoCs
Winning
products
Scalable
Core IP
PowerVR graphics
MIPS processors
Ensigma comms
PowerVR video
PowerVR vision
Memory, peripherals
Baseline SW
RPU Larger GPU
Own Camera ISP
CPU
So
C F
ab
ric
Own SW
Memory, peripherals
Baseline SW
RPU
Camera ISP Smaller
CPU
So
C F
ab
ric
Own SW
GPU
Video
Own accelerator
B
B Fa
bric
Base SW
RPU
CPU
Fa
bric
Base SW
RPU
CPU
ISP
Video Encode
SoC
Fa
bric
Baseline SW
RPU Graphics & GPU Compute
Video decode & encode
Camera ISP
CPU
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Turning IoT Into Reality
© Imagination Technologies China Summits November 2015 16
IoT - very large but fragmented
The breadth of applications means no one
player will dominate
Tier-one “walled garden” communities will be
first to develop and service adjacent markets
Service level interoperability and security will
be real growth enablers
Ecosystems of many different skills will be
essential to create solutions that really work
Still early stage - too much re-branding of
existing technologies and products as “IoT”
Both open communities and walled gardens
IoT - in reality is not one market
© Imagination Technologies China Summits November 2015 17
IoT – where we can make a real difference
IoT is about “I”,“Feel” and “Control”
User Experience Simplicity matters
Three main levels at current stage:
Sensor hubs (application specific) – “Feel”
Sensor hubs + audio/voice
Sensor hubs + audio/voice + smart vision
Will expand rapidly to M2M, everything
connected;
Will drive “Big data” and “Small data”
technologies of centralized/distributed
computing.
Biggest impact where solutions address major societal issues
Health
Energy Industrial Security
&Safety
Retail
Agriculture
GPU
Video
Camera ISP
+ S
ma
rt v
isio
n
Audio + A
ud
io/v
oic
e
RPU
CPU
Co
nn
ec
ted
P
roc
es
so
r
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Enabling end-to-end IoT solutions From device to cloud; SaaS and PaaS to maximise innovation and flexibility
SensorHub
Flo
wR
adio
Flo
wTalk
3rd P
arty
FlowCloud
M2M Services
• Registration
• Device Management
• Device History
• Event History
• Device App logs
• Authentication
• Authorisation
• Storage
• Device Messaging
Service Marketplace
Built-in metering
Subscription plans
Devices IoT Applications (SaaS)
• Wi-Fi
• BT / BTLE
• 6LowPan
• Thread
• Brillo
• OpenWRT
Sensors 3rd P
arty
3rd Party PaaS using open source framework
SaaS: Software as a Service
PaaS: Platform as a Service
© Imagination Technologies China Summits November 2015 19
Imagination driving concepts for open IoT
Issues:
Too many standards in each area
Proprietary hardware and/or software locks out healthy
competition unless accessed through open standards
We need to standardise IoT end-to-end systems:
1. Device management
2. Messaging
3. Storage
4. System administration
5. Data security
We need a neutral but powerful group to drive systems interoperability
- an ideal vehicle for driving these key standards
World of
Devices
World of
Apps
World of
Services Open
IOT
Standards
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Conclusions
© Imagination Technologies China Summits November 2015 21
New thinking – key points
Industry is changing and companies have to adapt
Many opportunities arising
Technology can and should address the mega societal issues
Scalable IP and IP Platforms are fundamental for
innovative products of the future
Multi-domain security is key
IoT interoperability needs the right focus
© Imagination Technologies China Summits November 2015 22
Our technologies address what really matters to help our customers create innovations for success
FlowCloud Connectivity
PowerVR Graphics & GPU
Compute Processors
Ensigma Communications
Processors
PowerVR Vision
Processors
MIPS General
Processors
SoC
fabric
PowerVR Video
Processors
© Imagination Technologies China Summits November 2015 23
Creating the future with our partners
Our IP plus our partners’ know-how combine to drive and disrupt markets
Wearables
Advanced
Automotive
Wearables
Retail
Smart homes
eHealth
Gaming
& VR/AR Smart
Security
www.imgtec.com
New thinking for the next wave of innovation
Walter Wen