Strategy Analytics: Delivering Insights for Business Growth · Strategy Analytics: Delivering...
Transcript of Strategy Analytics: Delivering Insights for Business Growth · Strategy Analytics: Delivering...
Strategy Analytics: Delivering Insights for Business Growth
1Advanced Semiconductor Applications
Eric HighamDirector, Advanced Semiconductor [email protected]+1 617-614-0721
Semiconductor Market Drivers
• IP data increase slows, but still impressive‒ 30.8% actual CAAGR‒ 23.7% forecast CAAGR
• Mobile data growth is the headline‒ 86.7% actual CAAGR‒ 46.3% forecast CAAGR
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• Data center traffic is even more impressive‒ Magnitude is 5-6x IP data levels‒ 28% forecast CAAGR‒ 75% stayed within the data center in 2017
• Doesn’t include “rack local” data• Large short-reach optical opportunity
Advanced Semiconductor Applications
The 5G Wireless Network
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Network enablers:
• MIMO
• Beamforming
• Wi-Fi
• LTE
• “Ultra-dense” deployments
• Vehicle-to-vehicle
• M2M (IoT)
• Device-to-device
• Cooperative devices
• Multi-hop communication
• More spectrumSource: C21V.org
Advanced Semiconductor Applications
There is a Data Tsunami on the Way!
• Centralization is very bandwidth intensive!
‒ Sample at RF frequencies
• 5G data traffic is enhanced by:
‒ Millimeter wave frequencies
‒ Massive MIMO antennas
• Data requirements get huge!
‒ May require Tbps of capacity!
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Source: Aviat Networks
Source: China Mobile
Advanced Semiconductor Applications
It’s Not Just the Wireless Network
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Here’s where it gets interesting:• Latency is a fundamental 5G pillar• Move intelligence to the edge
Source: C21V.org Results in smaller, but many more data centers
Advanced Semiconductor Applications
Where Does the (Compound) Semi Industry Innovate?
• Integration
‒ Photonic integration (silicon photonics and/or heterogeneous)
‒ Functional
• Performance
‒ The “ers” (better, faster, smaller, higher (lane speeds))
• Packaging
‒ 3-D?
• Supply chain
‒ How do we make it more robust?
Advanced Semiconductor Applications 6