Semiconductors for the Connected World –
Safe, Secure, Smart
Kurt SieversPresident
Waves of Innovation
10B -
100M -
1M -
0.01M -
1B -
10M -
0.1M -
19
50
-
19
70
-
1990 -
20
00
-
20
10
-
20
20
-
19
80
-
19
60
-
Units S
hip
pe
d
Bipolar ICs CMOS MPU
DRAM
Bipolar Fast Air Interface
Servers
Free Storage, Big Data
Neural Networks & Processing
Mainframe Mini-Computer PCs Cell Phones IoT/ AI
1 2 3 4 5
Source: Extracted from Jefferies Report
IoT/ AI the next innovation wave
Smart
Transportation
Smart Cities
Smart Industry
Smart & green mobility
Autonomous transport
Traffic management
Infotainment
Smart retail
Public Safety
Secure identification
Smart access
Smart Infrastructure
Smart Hospital
Smart Transportation
Industry 4.0
Factory automation
Machine learning
Agriculture 3.0
Smart utilities
Major IoT Growth Markets
Smart Home
Connected
ConsumerMobile payment
Smart cards
Wearables
Healthcare
Smart appliances & Computing
Smart Metering
Home automation & surveillance
Entertainment & Gaming
Massive Growth in Smart Connected Devices Forecasted IoT market growth from 15 billion devices in 2015
to 31 billion devices in 2020 and 75 billion in 2025
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
0
20
40
60
80
(Billions)
Install base
Smart Connected Devices,
global market
Source: IHS
15 18 20 2327
31 36
43
50
62
75
The Internet of Things is Transforming Our World
Connectivity Safety & Security(incl Privacy)
Processing (incl AI, ML)
Sensing
1B+ additional
consumers online,
30B+ connected devices
Physical and functional
safety & security to protect
the smarter world
40B+ devices with
intelligence shipped
in 2020
Precise perception
of the analog and
human environment
High-Performance SensingPrecise recognition of the analog & human environment
Human
Contact
Beyond Line
of Sight
Line of
Sight
Mesh Networks (V2X, ZigBee)
Radar Laser Vision Ultrasound
Face & Gesture
Recognition
Biometrics
(Fingerprint & Iris)
Voice Recognition Motion, Pressure,
Temperature Sensing
1
WIDE AREA
SHORT
RANGE
ULTRA-SHORT
RANGE CAT-M1 NB-IoT
5G
Wireless ConnectivityConnectivity landscape with varying performance, energy, range
2
UWB
DSRC (V2X)
Enable Real-Time Analytics and ActuationTime sensitive applications not hampered by network latency
On-Board Machine Learning Precise & fast detection, classification, adaptation
Reduce Data Center TrafficData centers only process & store relevant data
Reduce Network CostLocal processing shields Cloud from large part of raw data
Safeguard PrivacyTransmit semantic data rather than raw data
Increase SecurityResilience to offline conditions
Robustness & SafetyLatency & availability
EconomicsPerformance & efficiency
Less bandwidth & storage
Data Protection Privacy & security
Moving from Cloud to edge: Edge ComputingEfficient, High-Performance Processing
3
Security 2.0 Built Into Everything We Do
CONNECTED THINGS
LIFE CYCLE
MANAGEMENTInteroperability
Authenticity
Device Integrity
SW Management
Secure Access
Credential
Management
Data Integrity
& Privacy
Security & Privacy by Design
4
Megatrends Transform Automotive Industry
Connected Infotainment ElectrificationADAS Autonomy
Safe and Secure Mobility
ZEROTime Wasted
ZEROEmissions
ZEROAccidents/Congestion
Megatrends Drive Exponential Performance Requirement1
0,22
20
2015 2020 2025
Data Generation(TeraByte per hour)
• Dramatically more sensors
• Higher precision
0,2 2
100
2015 2020 2025
Compute Performance(TFLOPS)
• ADAS & autonomy
• e-Cockpit
0,11
10
2015 2020 2025
Network Bandwidth(GigaBit per Second)
• Loads of data (on & off board)
• Real-time distributed applications
1. Source: NXP
Megatrends Sustainably Boost Semi Car Content1,2
Safe and Secure Mobility… from $380 average semi value (TAM) per car in 2018
+$100 Premium
Experience
+$400 Hybrid
+$450 Full Electric
+$150 Level 2
+$600 Level 3
+$1200 Level 4&5
Connected Infotainment ElectrificationADAS Autonomy
1. Source: Strategy Analytics, NXP
2. Semi content based on 2020 price levels