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The Perspective of China SOI Ecosystem

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The Perspective of China SOI Ecosystem The Perspective of China SOI Ecosystem Jeffrey Wang CEO Simgui Technology World Semiconductor Conference ∙ Nanjing ∙ May 18, 2019 Why is China SOI Ecosystem Focused on RF-SOI? 2 China Smart Phone Market China Smart Phone Sales 2017 China Smart Phone Market 600 160% Million Unit 124% 128% 140% - 20 40 60 80 100 120 500 478 111% 459 422 431 120% Huawei 102 400 364 100% OPPO 78 88% vivo 72 80% 300 Apple 51 48% 60% MI 51 194 Million Unit Meizu 17 200 40% Gionee 15 16% 85 2% 11% 20% Samsung 11 100 38 Lephone 5 18 0% -4% Lenovo 2 - -20% Other 46 2009 2010 2011 2012 2013 2014 2015 2016 2017 Smart phone sales (million) Growth Rate % Smart phone sales (million) • China smart phone market reaches to 459 million • In 2017, Domestic smart phone suppliers counts units in 2017. However, growth rate becomes for 86% of China market. negative for the first time in 9 years. • Among them, Huawei, Oppo and Vivo are top three • China counts for 30% of worldwide market. suppliers and count for 56% of the China market. 3 Simgui Technology 5G Network Architecture-A High Level View 5G Network Architecture-A High Level View 5G Network Architecture-A High Level View 5G Network Architecture-A High Level View Self-ServiceChina Agile Operationis Motivated to C.Setup Unifed Database 5G Management Network User Carrier Rapid fault recovery is required for • Users want more speed. • OPEX reduction should be a network data status information (such as strategic priority for 5G. • 4G networks are hard- user data and policy data shared across pressed to meet current data• centers),CAPEX to as meet a percentagenetwork reliability of user demand. requirementscarrier afterrevenue the virtualization has declined of from 17% to 12% in last • In other words, users want functions. The traditional disaster recovery 5G Network Architecture-A High Level View 5G Network Architecture-A High Level View decade. to consume more, but mechanism based on N+1 backup relies on experience and speeds are private• OPEX signaling as interaction a percentage to implement of falling short of expectations. status information synchronization, which producescarrier system revenue inefficiency has and risen complex A. Multi-Connectivity Is Key to High Speed and Reliability One of the targets and driving forces of network architecture evolution interaction of cross-vendor products. from 62% to 75%. is to provide diversified services using mobile networks. E2E network slicing is a fundamental technology to achieve this target. In the 5G era, a network will With separated data and control logic, network status information can be centralized contain multiple logically separated network slices. Each slice has a specific in a unifed database. All network functions can access metadata models through standard network topology, network function, and resource allocation model. If manual5G Network (sub 6GHz) Government confguration is still used for network planning and deployment, operators' O&M interfaces and locally store dynamic user data. Thanks to the distributed database system will potentially face a huge number of signifcant challenges. • 5G builds on 4G and • Strong support to develop 5G networks will possess self-serving agile operation capabilities. Network synchronization, network status information can implement real-time backup between data slicing services can be automatically generated, maintained, or terminated expands its potential. 5G network with the aim to according to services requirements, which significantly reduces subsequent centers. With the help of the service management framework, the unifed database simplifes operating expenses. Third-party vertical industries can input mobile network• The R15 standard focuses the procedure for network information retrieval functionsstimulate introduced GDP by thegrowth component- in slicing requirements on an operation platform. The operator analyzes customer China. requirements based on current network status. on commercial needs for based control plane to reduce the required signaling overhead for data synchronization. After a service level agreement procedure is complete, the operator maps enhanced mobile broadband • Total expected investment is (eMBB). It also meets basic RMB 1.14 trillion (US$ 170 Big Data Subscriber/policy Data needs for uRLLC and User Data billion).Analytics Context/network Data mMTC. Multi-connectivity is gaining a required to produce high Bandwidth. 17 DB reputation as an underlying fundamental An LTE network access is required to Policy data construct for the deployment of the maintain continuity after a user has future network architecture. CloudRAN accessed a 5G high-frequency small cell. can be seamlessly deployed in a unifed In scenarios that source multiple 4 Simgui Technology network architecture. This is a huge leap technologies, CloudRAN serves IP network in radio network deployment. In current as an anchor for data connection fragmented networks, increasing speed which noticeaBly reduces alternative and reducing latency can improve user transmission. In the traditional experience. ReliaBle high-speed data architecture integrating Base stations cannot depend on a single frequency as an anchor for data connection, LTE, DB Band or standard connections. In 5G, and Wi-Fi data is aggregated into DB heterogeneous networks, multi- a non-real time processing module of connectivity helps provide an optimal a specific standard to Be forwarded to Data Center CP Nodes Data Center CP Nodes user experience based on LTE and 5G each access point. In the CloudRAN capaBilities, such as high Bandwidth architecture, non-real time processing DB and rates of high frequency, network function modules in access points of coverage and reliaBle moBility of different modes are integrated into the Micro-DC CP Nodes low frequency, and accessible Wi-Fi MCE, which serves as an anchor for data resources. In scenarios that require high connection. Data flows are transmitted bandwidth or continuity, a user requires to each access point over the MCE, multiple concurrent connections. For which prevents alternative transmission example, data aggregation from multiple and reduces transmission investment by subscriptions to 5G, LTE, and Wi-Fi is 15%, and latency by 10 ms. 11 16 5G – High Speed, Low Latency and High Density (Enhanced Mobile Broadband ) (massive Machine Type (Ultra-Reliable and Low- Communication) Latency Communication) 5 Simgui Technology Large-scale Trial and Application Showcase’s Overall Layout • PerformChina the large- scaleMobile trial in 5 cities Plan (Shanghai, – LargeHangzhou, Suzhou, Scale Guangzhou, Trial Wuhan in) and12 the Cities 5G typical application and showcase in another 12 citiesCommercial to facilitate the 5G commercialization 5G Network by 2020 Beijing Shenyang Tianjin Shanghai Zhengzhou Xiong’an Smart Smart 4K Live Smart Robot Hangzhou Healthcare Campus Manufacturer Lanzhou Suzhou Chongqing Wuhan Livelihood service Smart Grid Cloud UAV Chengdu Social Gaming transportation Nanchang management Nanning Fuzhou Shenzhen Guangzhou Source: China Mobile 20 6 Simgui Technology China RF-SOI Supply Chain for 4G/5G Application System SOI Material SOI Foundry Design Service RF Component Handset Maker Designer EDA Enablement on RF- and FD-SOI Feng Ling, Ph.D. Founder and CEO …… 8 Simgui Technology Smart Phone System Designer • HiSilicon is a global fabless semiconductor and IC design company which is dedicated to comprehensive connectivity and multimedia chipset solutions. • Kirin chip solution is the industry‘s leading intelligent mobile phone chip solutions. • HiSilicon will launch a 5G-ready Kirin chip in 2019 (Former Spreadtrum and RDA) • As a core subsidiary of Tsinghua Unigroup, UNISOC is a leading fabless semiconductor company committed to the independent R&D of core chipsets in mobile communications and IoT. Its products cover mobile chipset platforms supporting 2G / 3G / 4G/5G communication standards. • UNISOC is dedicated to becoming the top 3 mobile baseband chipsets supplier in terms of global market share, and the largest pan-chip supplier in China with leading 5G technology. 8 Simgui Technology 2017 Top 10 IC Design/System Company: HiSilicon and Spreadtrum Among the List USD million 2017E 2017/2016 Company Headquarter 2016 2017E Rank % Change 1 Qualcomm US 15,414 17,078 11% 2 Broadcom Singapore 13,846 16,065 16% 3 Nvidia US 6,389 9,228 44% 4 MediaTek Taiwan 8,809 7,875 -11% 5 Apple US 6,493 6,660 3% 6 AMD US 4,272 5,249 23% 7 HiSilicon China 3,910 4,715 21% 8 Xilinx US 2,311 2,475 7% 9 Marvell US 2,407 2,390 -1% Unisoc 10 China 1,880 2,050 9% (Spreadtrum and RDA) - Top 10 Total - 65,731 73,785 12% - Other - 24,694 26,825 9% - Total Fabless/System - 90,425 100,610 11% • Two Chinese companies, HiSilicon and Unisoc (Spreadtrum and RDA), are among the top 10 fabless IC sales leaders. Source: IC Insight 9 Simgui Technology Component Design Company for RF FEM • RDA Microelectronics is a fabless semiconductor company • Smartermicro is a fabless semiconductor company that that designs, develops and markets wireless systems-on- designs, develops and provides MMIC, RF and Analog IC. chip and radio-frequency semiconductors for cellular, connectivity, and broadcast applications. • The Company's product portfolio currently includes Gain block, GPA, Switch, Power Amplifier, Mixer, and etc. • RF FEM products include radio-frequency front end modules, power amplifiers, etc. • HunterSun is focused on the development of RF integrated • Vanchip is focused on design and development of RF circuit chips, analog integrated circuit chips, and System-on- power amplifier for smart phone application. Chip. • Its product includes 2G/3G/4G power amplifier for handset • The product portfolio currently includes wireless and other smart mobile devices. communications chips, power management chips, RF front- end modules, etc. 11 Simgui Technology RF-SOI Foundries • SMIC is one of the leading foundries in the world, and the largest foundry in China. • It provides integrated circuit (IC) foundry and technology services on process nodes from 0.35 micron to 28 nanometer that include logic, mixed-signal/RF CMOS, high voltage, SoC, flash, EEPROM, CIS and LCoS micro-display technology.
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