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The Trends of Future The Trends of Future Mobile Memory Mobile Memory DRAMs DRAMs Mian Quddus Mian Quddus Chairman, BOD Chairman, BOD October 29, 2012 October 29, 2012 LPDDR3 Symposium 2012

Future Mobile memory trend Rev5 Mian Quddus ed · Emerging countries show higher growth potential than average world ... 3.9B Asia Pacific 17% 14% 6.3% 13% 16% 8% 5.9B W/W GDP/Shipment

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Page 1: Future Mobile memory trend Rev5 Mian Quddus ed · Emerging countries show higher growth potential than average world ... 3.9B Asia Pacific 17% 14% 6.3% 13% 16% 8% 5.9B W/W GDP/Shipment

The Trends of Future The Trends of Future Mobile Memory Mobile Memory DRAMsDRAMs

Mian QuddusMian QuddusChairman, BODChairman, BOD

October 29, 2012October 29, 2012

LPDDR3 Symposium 2012

Page 2: Future Mobile memory trend Rev5 Mian Quddus ed · Emerging countries show higher growth potential than average world ... 3.9B Asia Pacific 17% 14% 6.3% 13% 16% 8% 5.9B W/W GDP/Shipment

Title: Please Resize as NeededTitle: Please Resize as Needed

• Presenters please note:

–Feel free to resize titles and text as neededneeded

– If necessary for space considerations on slides with large charts or graphics, you are welcome to use a plain white background in those circumstances

Page 3: Future Mobile memory trend Rev5 Mian Quddus ed · Emerging countries show higher growth potential than average world ... 3.9B Asia Pacific 17% 14% 6.3% 13% 16% 8% 5.9B W/W GDP/Shipment

North America

5.4%

4.5%3.5%

6%

0.3B

7%

3%

Explosive Mobile Growth

Emerging countries show higher growth potential than average world

• Estimated GDP portion 50%, Population portion 80% by 2014

Western Europe

8%

1%

4%8.5%

-2.8%

0.4B

-0.4%

3.9B

Asia Pacific17%

14%

6.3%13%

16%

8%

5.9B6.9BW/W GDP/Shipment

* Source: GDP/Population (IMF Apr.2012), Shipment (Samsung, SA)

5.9B

Potentialmarket

Worldwide population

1.0

B

Smartphone subscribers

1.4B new 3G connection expected (in next 4 yrs.)

Middle East Asia & Africa

1.2B

‘10 ‘11 ‘12 ‘10

14%

5.3%3.9%3.5%

‘11 ‘12

13%

6%

16%

15%

9.0%

14% 16%11%

Latin22%

15%

3%

36%27%

5%

0.6B

Page 4: Future Mobile memory trend Rev5 Mian Quddus ed · Emerging countries show higher growth potential than average world ... 3.9B Asia Pacific 17% 14% 6.3% 13% 16% 8% 5.9B W/W GDP/Shipment

50%

75%

% of Traffic from Mobile Devices

70%

60%

40%

Mobile centric behavior

0%

25%

2008 2009 2010 2011 2012

‘08: PC‘08: PC--CentricCentric

‘12: Mobile‘12: Mobile--CentricCentric

Source: Pandora, Twitter, Facebook.

1%

5%

40%

Page 5: Future Mobile memory trend Rev5 Mian Quddus ed · Emerging countries show higher growth potential than average world ... 3.9B Asia Pacific 17% 14% 6.3% 13% 16% 8% 5.9B W/W GDP/Shipment

Fast growing Mobile market

Mobile phone shipments will reach ~1.6B in ’12

Tablet CAGR will be over 60% until ‘14

1,4591,579

CAGR (‘10~’14)

• Tablet: 63%• Smart phone: 33%• Mobile Handset: 8%• PC: 4%

291470

1,4591,579

677

`09 `10 `11 `12

1,2141,316

Non Smart Phone

Smartphone

5616

110

Tablet

[Mset]

Page 6: Future Mobile memory trend Rev5 Mian Quddus ed · Emerging countries show higher growth potential than average world ... 3.9B Asia Pacific 17% 14% 6.3% 13% 16% 8% 5.9B W/W GDP/Shipment

Social Network

Camera

Games

HD Video

Everything “Always connected”

Mobile Devices focal to our lives

WebAccess

Network

MobileOffice

Navigator

E-mail

Page 7: Future Mobile memory trend Rev5 Mian Quddus ed · Emerging countries show higher growth potential than average world ... 3.9B Asia Pacific 17% 14% 6.3% 13% 16% 8% 5.9B W/W GDP/Shipment

Sleek Devices

Mobile devices are approaching 6mm thickness

All components require extreme scale down

Touch panel +Glass + LCD module

Camera

Battery

Rubber

Back cover

AP+DRAMStorage WiFi BatCon.Main PCB

RF mdlUSIM/SD slotThickness

Page 8: Future Mobile memory trend Rev5 Mian Quddus ed · Emerging countries show higher growth potential than average world ... 3.9B Asia Pacific 17% 14% 6.3% 13% 16% 8% 5.9B W/W GDP/Shipment

25

WQXGA

QFHD(2160p60)

30

* Bandwidth: assumed Bus Efficiency 70%

LP4**/Wide IO2

20

[GB/s]

Tablet (Full resolution Video Recording)

HE-S/P (Full resolution Video Recording)

Memory B/W for Higher Resolutions

The right memory right on time

HD1080(1080p60)

WUXGA(1200p30)

WQXGA(1600p60)

LP2**

LP3**

LP3E**

2011 2012 2013 Future

5

10

15

WXGA(768p30)

WVGA(480p30)

HD720(720p30)

WXGA(768p60)

** Based on 2-Channel (x64)

Production

Page 9: Future Mobile memory trend Rev5 Mian Quddus ed · Emerging countries show higher growth potential than average world ... 3.9B Asia Pacific 17% 14% 6.3% 13% 16% 8% 5.9B W/W GDP/Shipment

Up to Up to 25.6GB/s25.6GB/s

No No More More SpaceSpace

Skin Skin BurnsBurnsat at 45’C45’C

Concept of Thermal performance

Constraints in Smart phone

Thermal performance limit with throttlingThermal performance limit with throttling

Full GHzSkin : Skin : Should Should be be Below ~45’CBelow ~45’C

Page 10: Future Mobile memory trend Rev5 Mian Quddus ed · Emerging countries show higher growth potential than average world ... 3.9B Asia Pacific 17% 14% 6.3% 13% 16% 8% 5.9B W/W GDP/Shipment

Efficiency of CPU Frequency by Package type

Efficiency

Key tech. for performance enhancement

Active heat dissipation

AP

Memory

AP

Memory

Heat Slug

[CPU Frequency]

Wide IO

Wide IO SIP LPDDR POP

Height

Limitation

Wide IO SiP

LPDDR POP

With heat slug

Performance gap

Efficiency Wide IO

LPDDR

Page 11: Future Mobile memory trend Rev5 Mian Quddus ed · Emerging countries show higher growth potential than average world ... 3.9B Asia Pacific 17% 14% 6.3% 13% 16% 8% 5.9B W/W GDP/Shipment

LPDDR3 Benefit

Solution for Slim and Light

StylishBattery Life

Slim and Light

LPDDR3 ~35 hrs

�Connected Standby Time when 10% of battery is remaining

DDR3L

LPDDR3 ~35 hrs

~20 hrs

Assumptions : Battery capacity (43Whr)

Page 12: Future Mobile memory trend Rev5 Mian Quddus ed · Emerging countries show higher growth potential than average world ... 3.9B Asia Pacific 17% 14% 6.3% 13% 16% 8% 5.9B W/W GDP/Shipment

‘05 ‘06 ‘07 ‘08 ‘09 ‘10 ‘11 ‘12 ‘13 ‘14 ‘15

LPDDR1LPDDR1 LPDDR2LPDDR2 LPDDR3LPDDR3 LPDDR4LPDDR4

JEDEC Standardization Status

Leading role for the Mobile industry

JEDECLPDDR1LPDDR1 LPDDR2LPDDR2 LPDDR3LPDDR3 LPDDR4LPDDR4

Wide IO2Wide IO2Wide IOWide IO

Page 13: Future Mobile memory trend Rev5 Mian Quddus ed · Emerging countries show higher growth potential than average world ... 3.9B Asia Pacific 17% 14% 6.3% 13% 16% 8% 5.9B W/W GDP/Shipment

Title: Please Resize as NeededTitle: Please Resize as Needed

• Presenters please note:

–Feel free to resize titles and text as neededneeded

– If necessary for space considerations on slides with large charts or graphics, you are welcome to use a plain white background in those circumstances

Page 14: Future Mobile memory trend Rev5 Mian Quddus ed · Emerging countries show higher growth potential than average world ... 3.9B Asia Pacific 17% 14% 6.3% 13% 16% 8% 5.9B W/W GDP/Shipment
Page 15: Future Mobile memory trend Rev5 Mian Quddus ed · Emerging countries show higher growth potential than average world ... 3.9B Asia Pacific 17% 14% 6.3% 13% 16% 8% 5.9B W/W GDP/Shipment

LPDDR2 ���� LPDDR3

2013

Page 16: Future Mobile memory trend Rev5 Mian Quddus ed · Emerging countries show higher growth potential than average world ... 3.9B Asia Pacific 17% 14% 6.3% 13% 16% 8% 5.9B W/W GDP/Shipment

LPDDR3 ���� LPDDR3E

2014

Page 17: Future Mobile memory trend Rev5 Mian Quddus ed · Emerging countries show higher growth potential than average world ... 3.9B Asia Pacific 17% 14% 6.3% 13% 16% 8% 5.9B W/W GDP/Shipment

LPDDR3E

2015

WIDE I/O (2)

LPDDR4

Page 18: Future Mobile memory trend Rev5 Mian Quddus ed · Emerging countries show higher growth potential than average world ... 3.9B Asia Pacific 17% 14% 6.3% 13% 16% 8% 5.9B W/W GDP/Shipment

THANK YOU!THANK YOU!