Invensense and the Iot
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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.