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 yearsMoore’s Law and Beyond…
1960, Fairchild Semiconductor
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)
Today, More and More Data is driving semiconductor growth
If only we can tell the future …
Courtesy of Walt Disney Pictures, 2005
1968The concept of self-driving car was introduced in a movie
© 2019 Cadence Design Systems, Inc. All rights reserved.6
Gaming/AR/VR
Medical
Across Every Industry Segment
Video
IoT
Automotive Robotics
71% CAGR
2018 2019 2020 2021 2023
Video Gaming IoT AR / VR Medical Robotics Auto
2022
Source: IBS
Da
ta in
Exa
byte
s (
10
18)
Chip Design System Analysis Advanced Packaging ML / AIComplex PCB and Chassis
© 2019 Cadence Design Systems, Inc. All rights reserved.7
AI – Key Semiconductor Driver
$0
$100
$200
$300
$400
$500
$600
$700
$800
2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027
Total Semi AI Processors
Semiconductor Revenues over Time ($B)
Smartphone Semi
Spend
AI Semi Spend
Source: IBS
AI semis expected to grow more than
3X total semi market
© 2019 Cadence Design Systems, Inc. All rights reserved.8
Multiple Opportunities in the AI Market
Opportunities in Existing Market Emerging Opportunities
• Accelerators for parallel processing, such as
GPUs1 and FPGAs2
• Workload-specific AI accelerators
• Quantum computing, neuromorphic
• High-bandwidth memory
• On-chip memory (SRAM3)
• Quasi-volatile memory
• Non-volatile memory (NVM)
PCM, MRAM
• Potential growth in demand for existing
storage systems as more data is retained
• AI-optimized storage systems
• Emerging NVM (as storage device)
• Infrastructure for data centers• Silicon photonics
• Programmable switches
1Graphics-processing units. 2Field programmable gate arrays. 3Static random access memory.
Source: McKinsey analysis and Cadence
Compute
Memory
Storage
Networking
© 2019 Cadence Design Systems, Inc. All rights reserved.9
IoT / IndustrialCloud / Data CenterMobile Automotive Aero / Defense Health
Cadence Intelligent System Design
Cloud Enabled — Partnerships with Ecosystem Leaders
• System Analysis
• Embedded Software and Security
• Device Development
• Full-Flow Digital
• Analog and RF
• Verification Suite
• Interface and Processor IP
• Machine Learning Inside
• Machine Learning Outside
• Machine Learning Enablement
System
Innovation
Pervasive
Intelligence
Design
Excellence
Questions & Answers