Embracing the Next Wave

JEDEC Mobile & IOT Forum Copyright © 2016 [Samsung/Min Jeung Cho ]

Stagnation or Leap Forward ?

0%

30%

60%

B

1B

2B

'11 '12 '13 '14 '15 '16 '17 '18 '19 '20

Smartphone Shipment YoY Growth Rate

1/16

From Convergence to Divergence

DIVERGENCE

Smart PhoneSmart Phone

CONVERGENCE

Smart PhoneSmart Phone

2/16

Service

Intelligent Hub

Data Explosion

6 10 15 22

31

'15 '16 '17 '18 '19 '20

10X

Data Generation& Distribution Personalization

Cloud

Data Analytics, Deep Learning

Source: Global Mobile Data Traffic, CISCO’16

Active Interaction

Changing Role, Enriching Mobile Eco

3/16

Never Enough Performance

Gear VR

Memory Bandwidth

720p x2200GB/s

1080px2

Data Compression ( 24~84GB/s)25.6GB/s

Oculus Rift(w/ gtx970)

New UsageConsumption Efficiency FHD 4K 8K

4/16

Challenges in Mobile

SOC Performance DRAM Performance

0.1

1

10

100

‘10 ‘12 ‘14 ‘16

(log)

‘18

Bench

mark S

core (

3D gr

aphic)

0

1.6

3.2

4.8

'10 '12 '14 '16 '18

Gbps

Time

‘12 ‘14 ‘15

5/16

Breakthrough: Power Optimization

0%

20%

40% LP3LP3LP4

~200Mbps ~3200Mbps800 ~ 1600Mbps

1600 3200

DRAM Frequency Usage(DOU*)

0%

50%

100%

LP3 LP4 LP4X LP5

39%18%

20%

Mobile DRAM Power Efficiency

* A weighted avg. DRAM freq ratio, measured on typical phones under DOU(Day of User Scenario)

① Cache ② Cache & Buffer ③ Texture Compression

Frame Buffer Compression …

Mobile SOCMobile SOCGPUCPU

Mobile DRAMMobile DRAM

① ③②

6/16

Mobile DRAM, Keep Innovating

2020~2018201720162015

LP4/LP4X

LP5

Gbps/pin

3.2Gbps 32003200

373337333.7Gbps

4.2Gbps

6.4Gbps

42664266

Scaling Ready –ECC

Scaling Friendly –Handshaking

Future MobileScaling Beyond-Phase3

Adding values

1Y nm1X nm2z nm

7/16

IoT, Fast Growing but Fragmented

Source: Garnter/iSupply ‘1520202010 2015

2B

50BRevenue CAGR: 120%$0.3trillion (‘10) 1.9trillion(‘20) +Smart

Small Display

Light OSStorage DRAM

Wi-FiModemSensors AP BLE

Even cows …

Things

Sensors MCU ZigbeeBT

NORRAM

+ Vision

Display

Rich OS

Camera

Storage DRAM

Wi-FiModemSensors AP BLE

RTOS

8/16

Significances of IoTInt

ernet

of Th

ings V

alue C

hain

Service

IoT Drives Virtuous circulation of ICT innovation

IoT Device Increase

UX Enhancement

Service Diversification

Server/HPCIncrease

AdvancedNetwork

Data TrafficIncrease

Data AnalyticsDeep Learning

9/16

Compute Display CameraWearable ☆ ☆ (☆)

Telematics ☆Automotive ★★★ ★★ ★

Camera ADAS ★ ★IP camera ★ ★

Robot/Drone ★(★★) (☆) ★Gateway/Edge ★(★)

Cellular IoT/M2M ☆

Smart Home ☆ (☆) (☆)Retail ☆ ☆

Potential Memory Growth Area

Top 10 applications driving memory consumption

Automotive

Market Size Estimation

ADASTele-

maticsInfo/

Cluster

IP CAM

SmartGateway

Robotics

Drone

Smart Home

Thermo-stat

Appliance

Wearable

IoT (50B unit)

100M

C-IoT/M2M

Retail

10/16

Automotive, Next Big Thing in IoT

CameraDisplay

SensorsBattery

SoC

ConnectivitySecurity

11/16

Lifestyle Change

12/16

Technology Caching Up Fast

0

20

40

60

'12 13 '14 15 '16 17

MobileAuto

0

2

4

6

8

10

'12 13 '14 15 '16 17

MobileAuto

DRAM Bandwidth DRAM CapacityGB/s GB

<’15> DRAM 3.4GB, NAND 72GB

<’17> DRAM 18.8GB, NAND 168GB

13/16

Challenges in IoT Era

IoT EraPC/ Mobile Era

14/16

Break through with JEDEC

AEC-Q1004Gb

AEC-Q1008Gb/12Gb

Smaller IDD6

High PerformanceSmall CapacityHigh ReliabilityWide Temp

High PerformanceHigh CapacityHigh ReliabilityWide Temp

Small form factor(SFF)Low Power

JEDEC Standard ePOP

JEDEC Standard LP4

OptimizationConsolidationFragmented

15/16

Summary Smartphone as a Intelligent Hub will continue to enrich mobile ecosystem

- Performance never be enough in mobile, the more we have, the more we use- Breakthrough mobile challenges with power optimization and keep innovating

The significance of IoT is in virtuous circulation in ICT innovation - IoT, fasting growing, but fragmented. - Memory solution consolidations required for economically sizable market- Balancing between consolidation and optimization are important to meet UX

Automotive, the next big thing in ICT- Gaining attraction due to excellent mobile technology portability and expandability - Mid to short term opportunities from Infotainment, ADAS vision, telematics- Longer term, autonomous driving as a game changer by bringing in new lifestyle

16/16

Thank You