InvenSense and the IoT
Sam Massih March 2017 Company Overview History of Success
• FY’2016 Revenue: $418M $418 • Y/Y Growth 12%, with IoT Growth >100% $372 • Announced ~20 New products and Solutions
$253
IPO $209 11-Nov-2011 NYSE: INVN $153 ($ in Millions) $97 $80
$29 $3 $8 FY2007 FY2008 FY2009 FY2010 FY2011 FY 2012 FY2013 FY2014 FY2015 FY2016
Founded Headquarters Cash Position Employees 2003 San Jose, CA $270 M (June’16) 650
3 Note: Company fiscal year ends Sunday closest to March 31. InvenSense Inc. Company Confidential 3 Locations & Offices
Calgary, Canada Milan, Italy Bratislava, Slovakia Grenoble, France Boston, MA San Jose, CA Seoul, Korea Yokohama, Japan
Shanghai, China
Shenzhen, China Hsinchu, Taiwan
Global HC: 659 R&D: 325 Manufacturing: 176 S&M: 99 G&A: 59
4 InvenSense Inc. Company Confidential Motion Combo Leadership
Market Leader >2 Billion Units Shipped
Mobile Wearable Imaging Gaming IoT
>60% >50% >80% >90% Worldwide Mid/High Tier Optical Image Drones & VR/AR Consumer Smartphones Stabilization 6-axis/gyro (OIS)
5 InvenSense Inc. Company Confidential Beyond Mobile…Motion + Mics
Drones Conferencing Systems Auto Infotainment Systems
Hearables / Earables Gaming Controllers Wearables
Home Automation
Robots & Artificial Intelligence Video Surveillance Virtual Reality Systems
6 InvenSense Inc. Company Confidential Customers
IoT/Consumer 32% Mobile 54%
Imaging 14%
7 InvenSense Inc. Company Confidential INVN Inside Wearables
Bragi Sony Babolat Zepp Octonion MPU-9250 MPU-6500 MPU-6000 ITG-3701 MPU-9250 MPU-6500
FireFly SoC + Audio Mics + 6/9-Axis
Intel/Fossil LG Urbane 2 Watch Qiwo Smart Watch Fitbit Surge SK Telecom Zikto ICS-43432 MPU-6515 ICM-30630 MPU-9250 MPU-6555 MPU-6555
BBK Children Watch ICM-30632
8 InvenSense Inc. Company Confidential Wearable Sensor System Solutions The Anatomy of Wearable Solutions
Head (HMD/VR/AR) • 6-axis raw data sensor ICM-20602 • ICM20603 IKHz Fusion Library with In-Run Calibration
Ear (Smart Earable) • ICM-30630 SoC in MP (Steps/HRM) • Earable SoC in Definition (Steps, Activity, HRM, Distance, Gestures)
Wrist (Smart Watch/Fitness Band) • ICM-30631/32 –SoC with Wrist SW Stack • ICM-20648 – 6-axis with Wrist Features (B2S, Steps, Activity) • ICC-51200 – PDM Mic + Baro in Single Package • HRM Algo – Motion Correction for PPG • Coursa Sports – Extend GPS Watches Battery Life Wrist Worn Health/Fitness Feature Set
Activity/Context Steps, Activity, Sleep
OEM Health/Fitness Cloud
Vital Signs Monitoring PPG Motion Artifact Correction HRV
Sensor Assisted GNSS Barometer Support Running: Speed/Distance/Route Floors Climbed Activity/Context Solutions
6-axis Raw Data Sensor 6/9-axis “Smart” Sensor ICM-20602 or ICM-20690 ICM-20648 - Raw Data Data Raw Sensor Activity Classifier B2S
Wearable FireFly™- ICM-30631 Activity Statistics Sensor Support Gestures FireFly™SoC: ICM-30630
• Hierarchical Tri-Core Processing . ARM M0: Open Platform “Master” – Required to boot up 30630 . DMP4: FFT . DMP3: Android L offload • Low Power Processing (M0+DMP < M4) MSP430 Host Side Driver Test Condition Current (uA) SPI Standby (No functionality) 32 1 SMD only 210 “Off-Load” – FLASH / SRAM Cortex 64K / 64K 1 Processes Wearable M0 Pedometer only 230 Sensor Features at Accel 1 Low Power Activity only 220 DMP3 DMP4 Gyro HRM (PPG Sensor not included) 500 ICM-30630 I2C I2C
PPG Baro • Complete Wearable SW Features PAH8001 BMP280 . See Next Slide – 30631/32 High-End Wearable Offering: Complete Wrist Worn Wearable SW Stack ICM-3063x SW Features Smart Watch/ Category SW Feature/Support Fitness Tracker Accelerometer Gyro Display Hardware BLE Pressure (BMP280) GPS Sensor PPG (PAH8001/8002, ADPD174, PPS960)
Activity: Walk, Run, Bike, Still, Transport Walk/Run Step Counter MCU or AP Walk/Run Time Accrual (Display Driver/Graphics, Touch Stand/Sit Time Accrual etc) Health/ HRM Motion Artifact Correction Fitness Heart Rate Variation (HRV) • Sensor Framework Features • Steps, Activity, Stairs All Day Heart Rate Tracking • HRM, HRV, Sleep Sleep Analysis (manual entry) • Sensor Fusion Calorie Counter Distance (Based on Stride Length) PPG Floors Climbed (Floors climbed and decended) ICM-3063x Gestures Bring-To-See, Shake, Double-Tap Android Android FusionGravity, Linear Accel, Sensors Orientation (GRV) Barometer Sensor-Assisted Fitness Tracking Coursa Sports Sensor-assisted fitness tracking
Speed
Distance
Route
25% GNSS Duty-Cycle
Improved Accuracy Increased Availability
16 GPS is a Wearable Battery Killer
Problem: GPS Usage Kills Battery Life
Fitbit Surge: TomTom GPS Watch: Fitness Apps - 7 day Battery life - 17 day Battery life - 4-6hr Battery Life w/ - 5hr GPS Battery life - 10hr GPS Battery life GPS
Solution: Coursa Sports Use Less GPS and Keep Accuracy of Speed/Dist/Route • Sensors + GNSS Integration – Low Power Mode: 50% Lower Power than GPS – OpenSKy: Similar speed/distance Accuracy – MultiPath: Improved speed/Dist Accuracy – 100% Coverage in Denied Environments – Improved Workout Credit • Available Wrist Worn Wearable and Mobile GNSS Duty Cycling Concept
Power Savings • Using 25% of GNSS through duty cycling • GNSS on for 15 sec then off for 45 sec
Position Performance • Seamless position solution • Distance & Route are same performance as GNSS on all the time
18 Coursa Sports on Track
Today’s Solutions: Create a gap in position & velocity info that is filled by drawing a straight line between points for position and assuming constant velocity Coursa Sports (Low Power Mode) GNSS used in duty cycle
19 ICC-51200 (Baro + Mic) #1 Key Advantage of ICC-51200 ES – May ‘17 MP – Sept ‘17
ICC-51200 Mic Hole Hole Baro Hole Total Cost of a single “Air Access” Step Cost Note Use Case: 1. Mic – “Hi Siri” ID Hole $0.02 Drilling 2. Baro – Elevation Tracking for Flex PCB $0.10 Mounted near Hole Health App Sealing $0.70- System Sealing for Hole $1.00 Water/Dust with O-Ring and mesh Total $0.82 - $1.12
21 Other Advantages of ICC-51200
#2 Space Savings
BMP280 ICS-4135 2mm x 2.5mm 3.5mm x 2.65mm 5.2mm x 2.7mm
14.3 mm 14.04 mm
#3 Baro Specs • Lower current consumption supports AlwaysOn applications • 10x better Relative Accuracy than standalone competitors barometers • Lowest noise and best resolution in market • See next slide for Competitive Analysis
22 ICP-101xx Specs Comparison
InvenSense Bosch Formosa GoerTek ST Item ICC-51200 BMP280 FMB320 SPL06-001 LPS22HB ±10 Relative Over 300hPa, ±12 ±12 ±6 Pa ±10 Pa Over 100hPa, Note: Below sea Accuracy 700-1000, 25ºC Over 200hPa, Over 250hPa, 950-1050 hPa, 0- level! 700-900 hPa, 25-40°C 700-950 hPa, 25-40°C (hPa) ±1 65°C 800-1100, 25 °C Any 10 hPa change
Absolute ±1(w/o OPC); Accuracy ±1 ±1 ±1 ±1 300-1100 300-1100 300-1100 300-1200 ±0.1 (w/ OPC) (0-65ºC, Pa)
3 (LP) 3.3 (LP) 1.97 (LP) 5 (LP) Noise (Pa) 0.75 (LN) 0.85 (LN) 1.3 (LN) 0.98 (LN) 0.6 (sea level) Temp Coefic. 0.2 1.5 1.5 0.5 N/A Offset (Pa/°C) (25 to 45°C @1000) (25 to 40°C @900) (25 to 40°C @900) (25 to 45°C @1000)
Current 1.1 µA (LP) 2.7 µA (LP) 3 µA (LP) 3 µA (LP) 4 µA (LP) (@ 1Hz ODR) 5 µA (LN) 24.8 µA (LN) 13.9 µA (LN) 40 µA (high pres) 15 µA (LN)
Package 5.2 x2.7x0.98 2x2.5x0.95 2x2.5x0.95 2x2.5x0.95 2x2x0.76 (mm) 8-pin LGA 8-pin LGA 8-pin LGA 8-pin LGA 10-pin LGA Package Drawing: 5.2x2.7x0.98mm
ICC-51200
Baro SCL SDA
VDD
GND
PDA Mic PCL L/R
Pin Name Description
SCL I2C Clock SDA Serial Data VDD Supply Voltage GND Ground PDA PDM Data Maintains standard mic package height & width PCL PDM Clock - No additional space on lower edge of phone L/R Channel Select
- Same WxH of Standard mic: 5.2x2.7x0.98mm Note: Additional pins may be needed to improve package stability for baro performance High Impact Sports ICM-20649 IMU for High-Impact Sports
Need: Need: Gyro 2000dps Gyro 4000dps Accel 16g Accel 30g
26
• Point of Impact • High Angular Velocity 20649 Motion Analysis Module Application
Flash Flash (Data Storage) (Data Storage) BT/BLE BT/BLE 1KHz Vibration Vibration (Raw Sensor Data) Sensor Sensor
MCU MCU (Cortex Mx) (Cortex Mx)
ICM-20649 STM 6-axis 30g/4000dps 24g 16g/2000dps
MP Now Accel 30g vs. 16g
ICM-20649 Gyro 4000dps vs. 2000dps
ICM-20649 AR/VR/HMD Sensor Platform System Solutions INVN Inside HMD/VR
Microsoft HoloLens Oculus Rift HTC Vive
Customer Application 1st Gen Design (In MP Now) Microsoft HMD/AR ICM-20608-B HoloLens (Headset) Oculus HMD/VR MPU-6500T (Controller) Rift BMI055 (Headset) HTC HMD/VR MPU-6500 Vive (from Valve) (Headset/Controller) Good Gyro Needed for Pokeman Go http://www.makeuseof.com/tag/you-might-need-upgrade-phone-pokemon-go/
• “Pokemon Go is finally out. All your friends are playing it, and you want to join in. Unfortunately, your Android phone is letting you down, and it’s making you krabby.” – Augmented Reality Requires a Gyroscope”
• “I downloaded Pokemon Go yesterday, and was positively gloom-y to discover that the much-hyped augmented reality (AR) feature wasn’t available on my device. When I activated it, an error message popped up that said, “We’re not detecting your phone’s orientation. Would you like to turn off AR mode?“.” – “My phone – a Huawei Honor 5X – lacks one, despite being a pretty middle-of-the-road device.”
32 InvenSense Inc. Company Confidential Gyro Enables Better UX for AR/VR
• Must use Gyro and NOT Compass • Compass Response time not fast enough • Can’t use Compass Indoors because of environmental magnetic distortions caused by metal and electromagnetic waves • User Experience: Gyro allows Real time response without delays • Sensor Fusion depends on Gyro Noise, Gyro Offset, and Gyro Sensitivity • Same specs that make INVN a leader in OIS applications • INVN offers Best Gyro Nosie/Offset/Sensitivity in Industry. Key spec: • User Experience: Orientation stays fixed to the real world so that Pokeman stays in same location even after user hand movement • Mobile gets hot because GPS, AP/Graphics, Display and Gyro on 100% • INVN offers best Gyro Offset vs. Temp spec: 0.01 dps/ºC • See Video showing major drift on Non-Invensense Gyro based phones • User Experience: Pokeman won’t drift over camera scene as mobile temp increases
33 InvenSense Inc. Company Confidential Gyro Offset vs. Temp Setup
Test Benchmark Phones Test Condition Test Result (Error in degree) Case (Recoding time @ Temp) ( Competition vs INVN) A/M/G 9X 1 iPhone5S vs. iPhone6+ 7 min @ heat up ↗43°C 90° VS 1° Rotation 2 Xiaomi5 vs. iPhone6+ ° 30° VS 1° Vector 3 min @ heat up ↗43 C
* Create a ±1°Degree @1Hz Swing test environment to simulate the real Handset and HMD user case of AR/VR
34 InvenSense Inc. Company Confidential Gyro Offset vs. Temp Video
iPhone 5S vs iPhone 6+ | 7 min @ heat upto 430C Xiaomi5 vs iPhone 6+ | 3 min @ heat upto 430C
35 InvenSense Inc. Company Confidential Thank you!