Post on 03-Jan-2017
…personal
…portable
…connected
Dialog Semiconductor
Capital Markets Day
16 September 2015, London
Mobile Systems
Udo Kratz
SVP Mobile Systems
Introduction Mobile Systems Group
Areas of strategic focus
Other market trends
Dialog Charger innovation
Key takeaways
3
Agenda
• Leading PMIC supplier for portable devices
• Delivering to leading OEMs in high volume,
high growth portable device segments
• At the forefront of mobile power management
innovation
– Highest PMIC integration in the industry
– Broad power management IP portfolio including
high efficiency power conversion, fast battery
charging and advanced packaging
– Optimised electrical, thermal, mechanical design
– Agnostic to processor architectures
Dialog Semiconductor Mobile Systems Group
4
Applications using PMIC and audio
5
Car & in-vehicle Infotainment (IVI)
Tablets Smartphones Chromebooks
Gaming Headset Headphones
Wearables
0
1,000
2,000
3,000
4,000
5,000
6,000
2014 2018
Mobile Power New segments Audio
2014-2018 SAM expansion of 11% CAGR
• New segments:
– Premium wearable
– Mobile Computing systems
Further potential for market share gains
• Greater China opportunity
– Establishing strategic partnerships
with leading players in the region
Continue to add value with
• New technology
• Highly integrated and differentiated
solutions
Power Management and Audio SAM 2014-2018 expansion
6
$3.4B
$5.2B
11% CAGR
Introduction Mobile Systems Group
Areas of strategic focus
Other market trends
Dialog Charger innovation
Key takeaways
7
Agenda
• Collaboration with leading Asian platform vendors
to expand market share in Greater China
• Power management for IoT and wearables
• Expanding into adjacent markets – power
management for Mobile Computing Systems
Diversifying our strategic focus Mobile Systems Group
8
• In 2013 we discussed the
proliferation of sub-PMICs to
address the multicore processor
architecture more effectively
• The trend is for higher currents
and performance which
translates to higher content
opportunity
Progress in China smartphone Platform Partnership Program yielding results
9
• During the past two years this
strategy has been widely
adopted by China smartphone
makers resulting in multiple
design wins
Progress in China smartphone Platform Partnership Program yielding results
10
Technology for IoT and wearables Emerging needs for more efficient System Power Management
11
SmartMeters
• Long periods of sleep/standby
• Short activity bursts with low communication content
• Applications with Always-on sensors/voice control
High power density
High current peaks
• Targeting full day battery life
• Slim form factors, no fan, thermal
constraints
• Low duty cycle of high peak current
drawn by CPU/GPU/AP
Always on
Low current
• One week between charges is becoming
reality
• Ultra low quiescent current
• Strategies to help reduce leakage
current
Power Management technology Supporting low standby current and high current use cases
12
Consumer expectations
for mobile devices
continue to increase as
the devices are used
interchangeably
Accommodating such
diverse requirements whilst
maintaining battery life
• Adds complexity
to the PMIC
• Increases its value-add
within the system
Power Management complexity
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Wearable, hybrid devices
Sensors, camera, GPS, audio
Always-on sensing USB-C.
wireless, harvesting
Single or multiple
(series/parallel)
New customer
applications
Increased context
awareness
Expanding use cases
New charging scenarios
Different battery configs
PMIC
• Expanding into adjacent markets –
power management for Mobile
Computing Systems
• Higher currents and bigger screens are
better served by multi-cell batteries
• Power management technology from
mobile systems adapted for convertible
tablets - the convergence area for
mobile computing productivity
• SAM approximately $800m by 2018
Dialog Semiconductor achieves highest power density
and efficiency in powering future computing platforms
Powering future computing platforms Bringing to market a new standard of efficiency
14
Introduction Mobile Systems Group
Areas of strategic focus
Other market trends
Dialog Charger innovation
Key takeaways
15
Agenda
Charging Power is increasing
• Battery capacity and size
anticipated to increase
3000mAh 6000mAh
• Batteries are accepting higher charge
currents >1C charging
• Reduce Charge time by fast charging
Quick Charge 2.0, Pump Express,
USB-PD, +others
Market trend - Battery Chargers Smartphone and tablet
16
DisplayPort
Power USB Type-C Combines all in one
USB Type-A
USB Type-B
USB Micro-B
USB Type C recently introduced
in Android Smartphones
• Video, Audio, Data & Power over one
port supported by all major OS
• Replicates the slim and reversible
advantages of Apple lightning connector
• Enabler for 3A current delivery for
faster charging
• First products from LeTV, Xiaomi,
Google/LG Nexus 5
Market trends - Connectors Smartphone connectors
17
Introduction Mobile Systems Group
Areas of strategic focus
Other market trends
Dialog Charger innovation
Key takeaways
18
Agenda
New Dialog Charger IP for Fast Charging Efficiency achievable with best available external components
19
Current Dialog Charger (ASIC)
Next Generation Dialog
Charger
8%
<½ Efficiency Loss
4%
Charger Efficiency Vin=9V
New Dialog Charger IP for Fast Charging Efficiency achievable with best available external components
20
Current Dialog Charger (ASIC)
Next Generation Dialog
Charger
8%
<½ Efficiency Loss
4%
Charger Efficiency Vin=9V
Sufficient Efficiency for Standard USB Charging (7.5W)
Overheating for Rapid USB Charging (15W)
• Reduces the Heat Dissipation by 50%
Improved efficiency at 3A solves
thermal challenge
• Possibility of smallest PCB size
Reduce external component size by
50% compared to standalone charger
• Low profile external components ≤0.8mm
Dialog Next Generation Charger Bringing new innovation to the China smartphone market
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Huawei P8 6.4mm thickness
2.8Ah Battery
Samsung Galaxy A8 5.9mm thickness
3.0Ah Battery
Gionee Elife S7 5.5mm thickness
2.8Ah Battery
Oppo R5 4.85mm thickness
2.0Ah Battery
Introduction Mobile Systems Group
Areas of strategic focus
Other market trends
Dialog charger innovation
Key takeaways
22
Agenda
• At the forefront of PMIC technology
– Investment in power-efficient technology to
maintain leadership position
– Platform Partnership Programme to diversify
customer base now encompassing Asia chipset
vendors
• Focus on Greater China through strategic
partnerships with leading OEMs
• Expansion strategy into adjacent consumer
mobile markets
– IoT and high end wearable devices
– Power management for Mobile Computing
systems
• Bringing innovation to market
– Next generation chargers
Key takeaways Mobile Systems
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…personal
…portable
…connected
Thank you...
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