AIoT – Emerging Compute Architectures Don Chan R&D VP, Cadence Design Systems Panelist • Alan Gatherer, SVP & CTO of Baseband SoC, Futurewei Technologies • Fouad Bennini, President of Asia Pacific, Bosch Sensortec GmbH • Albert Liu, Founder & CEO, Kneron • Matt Perry, GM, Azure Hardware System Group, Microsoft 4 to Billions of Transistors on a single silicon wafer in 60 years Moore’s Law and Beyond… 1960, Fairchild Semiconductor Today, More and More Data is driving semiconductor growth Source: Fairchild - From left to right: Gordon Moore, C. Sheldon Roberts, Eugene Kleiner, Robert Noyce, Victor Grinich, Julius Blank, Jean Hoerni and Jay Last. (1960) If only we can tell the future … 1968 The concept of self-driving car was introduced in a movie Courtesy of Walt Disney Pictures, 2005 Across Every Industry Segment Video Gaming/AR/VR ) 18 71% CAGR IoT Medical Data in Exabytes (10 Exabytes in Data Automotive 2018 2019 2020 2021 2022 2023 Robotics Video Gaming IoT AR / VR Medical Robotics Auto Source: IBS Chip Design System Analysis Complex PCB and Chassis Advanced Packaging ML / AI 6 © 2019 Cadence Design Systems, Inc. All rights reserved. AI – Key Semiconductor Driver AI semis expected to grow more than 3X total semi market AI Semi Spend $800 $700 Smartphone Semi Spend $600 $500 $400 $300 $200 $100 $0 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 Total Semi AI Processors Semiconductor Revenues over Time ($B) Source: IBS 7 © 2019 Cadence Design Systems, Inc. All rights reserved. Multiple Opportunities in the AI Market Opportunities in Existing Market Emerging Opportunities • Accelerators for parallel processing, such as • Workload-specific AI accelerators Compute​​ GPUs1 and FPGAs2 • Quantum computing, neuromorphic • Quasi-volatile memory • High-bandwidth memory • Non-volatile memory (NVM) Memory​​ • On-chip memory (SRAM3) PCM, MRAM • Potential growth in demand for existing • AI-optimized storage systems Storage​​ storage systems as more data is retained • Emerging NVM (as storage device) • Silicon photonics • Infrastructure for data centers Networking​​ • Programmable switches 1Graphics-processing units. 2Field programmable gate arrays. 3Static random access memory. Source: McKinsey analysis and Cadence 8 © 2019 Cadence Design Systems, Inc. All rights reserved. Cadence Intelligent System Design Mobile Cloud / Data Center IoT / Industrial Automotive Aero / Defense Health Pervasive • Machine Learning Inside Intelligence • Machine Learning Outside • Machine Learning Enablement System Innovation • System Analysis • Embedded Software and Security • Device Development Design • Full-Flow Digital Excellence • Analog and RF • Verification Suite • Interface and Processor IP Cloud Enabled — Partnerships with Ecosystem Leaders 9 © 2019 Cadence Design Systems, Inc. All rights reserved. Questions & Answers .