The Perspective of China SOI Ecosystem - Jeffrey Wang CEO Simgui Technology World Semiconductor Conference Nanjing May 18, 2019
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The Perspective of China SOI Ecosystem
Jeffrey Wang CEO Simgui Technology
World Semiconductor Conference ∙ Nanjing ∙ May 18, 2019
Why is China SOI Ecosystem
Focused on RF-SOI?
2
China Smart Phone Market
China Smart Phone Sales 2017 China Smart Phone Market
600 160%
Million Unit
124% 128% 478
140% - 20 40 60 80 100 120
500 459
111% 431 120%
422 Huawei 102
400 364 100% OPPO 78
Million Unit
88% vivo 72
80%
300 Apple 51
48% 60% MI 51
194 Meizu 17
200 40%
Gionee 15
16% 20%
85 2% 11% Samsung 11
100
38 0% Lephone 5
18 -4% Lenovo 2
- -20% Other 46
2009 2010 2011 2012 2013 2014 2015 2016 2017
Smart phone sales (million) Growth Rate % Smart phone sales (million)
• China smart phone market reaches to 459 million • In 2017, Domestic smart phone suppliers counts
units in 2017. However, growth rate becomes for 86% of China market.
negative for the first time in 9 years. • Among them, Huawei, Oppo and Vivo are top three
• China counts for 30% of worldwide market. suppliers and count for 56% of the China market.
3 Simgui Technology
5G Network Architecture-A High Level View
Self-Service Agile Operation China is Motivated to C.Setup 5G
Unified Database Network
Management
User Carrier
Rapid fault recovery is required for
• Users want more speed. • OPEX reduction should be a
network data status information (such as
strategic priority for 5G.
• 4G networks are hard- user data and policy data shared across
pressed to meet current • centers),
data CAPEXtoas a percentage
meet of
network reliability
user demand. carrier after
requirements revenue has declined
the virtualization of
fromThe17%
functions. to 12%
traditional in last
disaster recovery
• In other words, users want
5G Network Architecture-A High Level View decade.
mechanism based on N+1 backup relies on
to consume more, but
experience and speeds are private
• signalingasinteraction
OPEX to implement
a percentage of
falling short of expectations. status information synchronization, which producescarrier systemrevenue
inefficiencyhas
andrisen
complex
A. Multi-Connectivity Is Key to High Speed and Reliability interaction of cross-vendor products.
One of the targets and driving forces of network architecture evolution from 62% to 75%.
is to provide diversified services using mobile networks. E2E network slicing is
a fundamental technology to achieve this target. In the 5G era, a network will With separated data and control logic, network status information can be centralized
contain multiple logically separated network slices. Each slice has a specific
in a unified database. All network functions can Government
access metadata models through standard
network topology, network function, and resource allocation model. If manual 5G Network (sub 6GHz)
configuration is still used for network planning and deployment, operators' O&M interfaces and locally store dynamic user data. Thanks to the distributed database
• synchronization, network status information can •implement
Strong support
backuptobetween
develop
system will potentially face a huge number of significant challenges.
5G networks will possess self-serving agile operation capabilities. Network
5G builds on 4G and real-time data
slicing services can be automatically generated, maintained, or terminated expands its potential. 5G network with the aim
centers. With the help of the service management framework, the unified database simplifies to
according to services requirements, which significantly reduces subsequent
operating expenses. Third-party vertical industries can input mobile network
• The R15 standard focuses stimulate
the procedure for network information retrieval functions introducedGDP growth
by the in
component-
slicing requirements on an operation platform. The operator analyzes customer
requirements based on current network status. on commercial needs for China.
based control plane to reduce the required signaling overhead for data synchronization.
After a service level agreement procedure is complete, the operator maps
enhanced mobile broadband • Total expected investment is
(eMBB). It also meets basic RMB 1.14 trillion (US$ 170
Big Data
needs for uRLLC and User Data billion).
Analytics
Subscriber/policy Data
Context/network Data
Multi-connectivity is gaining a required to produce high bandwidth. mMTC.
17 DB
reputation as an underlying fundamental An LTE network access is required to
Policy data
construct for the deployment of the maintain continuity after a user has
future network architecture. CloudRAN accessed a 5G high-frequency small cell.
can be seamlessly deployed in a unified In scenarios that source multiple 4 Simgui Technology
network architecture. This is a huge leap technologies, CloudRAN serves IP network
5G – High Speed, Low Latency and High Density
(Enhanced Mobile Broadband )
(massive Machine Type (Ultra-Reliable and Low-
Communication) Latency Communication)
5 Simgui Technology
• China Mobile Plan – Large Scale Trial in 12 Cities and
Perform the large-scale trial in 5 cities (Shanghai, Hangzhou, Suzhou, Guangzhou, Wuhan) and the 5G typical application
Commercial
showcase in another 12 cities 5G Network by 2020
to facilitate the 5G commercialization
Beijing
Shenyang
Tianjin
Shanghai
Zhengzhou Xiong’an
Smart Smart Smart Robot
4K Live
Hangzhou Healthcare Campus Manufacturer
Lanzhou
Suzhou
Chongqing
Wuhan
Livelihood service Cloud Smart
Grid UAV
Chengdu Nanchang
Social Gaming transportation
management
Nanning Guangzhou Fuzhou
Shenzhen
Source: China Mobile
20
6 Simgui Technology
China RF-SOI Supply Chain for 4G/5G Application
System
SOI Material SOI Foundry Design Service RF Component Handset Maker
Designer
EDA Enablement on RF- and FD-SOI
Feng Ling, Ph.D.
Founder and CEO
……
8 Simgui Technology
Smart Phone System Designer
• HiSilicon is a global fabless semiconductor and IC design company
which is dedicated to comprehensive connectivity and multimedia
chipset solutions.
• Kirin chip solution is the industry‘s leading intelligent mobile phone chip
solutions.
• HiSilicon will launch a 5G-ready Kirin chip in 2019
(Former Spreadtrum and RDA)
• As a core subsidiary of Tsinghua Unigroup, UNISOC is a leading fabless
semiconductor company committed to the independent R&D of core
chipsets in mobile communications and IoT. Its products cover mobile
chipset platforms supporting 2G / 3G / 4G/5G communication standards.
• UNISOC is dedicated to becoming the top 3 mobile baseband chipsets
supplier in terms of global market share, and the largest pan-chip
supplier in China with leading 5G technology.
8 Simgui Technology
2017 Top 10 IC Design/System Company:
HiSilicon and Spreadtrum Among the List
USD million
2017E 2017/2016
Company Headquarter 2016 2017E
Rank % Change
1 Qualcomm US 15,414 17,078 11%
2 Broadcom Singapore 13,846 16,065 16%
3 Nvidia US 6,389 9,228 44%
4 MediaTek Taiwan 8,809 7,875 -11%
5 Apple US 6,493 6,660 3%
6 AMD US 4,272 5,249 23%
7 HiSilicon China 3,910 4,715 21%
8 Xilinx US 2,311 2,475 7%
9 Marvell US 2,407 2,390 -1%
Unisoc
10 China 1,880 2,050 9%
(Spreadtrum and RDA)
- Top 10 Total - 65,731 73,785 12%
- Other - 24,694 26,825 9%
- Total Fabless/System - 90,425 100,610 11%
• Two Chinese companies, HiSilicon and Unisoc (Spreadtrum and RDA), are among the top
10 fabless IC sales leaders.
Source: IC Insight
9 Simgui Technology
Component Design Company for RF FEM
• RDA Microelectronics is a fabless semiconductor company
• Smartermicro is a fabless semiconductor company that
that designs, develops and markets wireless systems-on-
designs, develops and provides MMIC, RF and Analog IC.
chip and radio-frequency semiconductors for cellular,
connectivity, and broadcast applications. • The Company's product portfolio currently includes Gain
block, GPA, Switch, Power Amplifier, Mixer, and etc.
• RF FEM products include radio-frequency front end modules,
power amplifiers, etc.
• HunterSun is focused on the development of RF integrated
• Vanchip is focused on design and development of RF
circuit chips, analog integrated circuit chips, and System-on-
power amplifier for smart phone application.
Chip.
• Its product includes 2G/3G/4G power amplifier for handset
• The product portfolio currently includes wireless
and other smart mobile devices.
communications chips, power management chips, RF front-
end modules, etc.
11 Simgui TechnologyRF-SOI Foundries
• SMIC is one of the leading foundries in the world, and the largest foundry in China.
• It provides integrated circuit (IC) foundry and technology services on process nodes from 0.35
micron to 28 nanometer that include logic, mixed-signal/RF CMOS, high voltage, SoC, flash,
EEPROM, CIS and LCoS micro-display technology.
• HHGrace provides professional and highly value-added foundry services covering technology
solutions from 1.0μm to 90nm process nodes.
• It focuses on advanced and differentiated technologies including eNVM (embedded Non-Volatile
Memory), power management IC, power discrete, RF (Radio Frequency), as well as standard logic
and mixed-signal.
• Ningbo Semiconductor International (NSI) focuses analog and specialty semiconductor
technology platforms in the areas of high-voltage analog, radio frequency, and optoelectronics.
• It includes RFSOI and extended silicon-based solution for 5G RF front-end components and
system integration.
12 Simgui TechnologyWhat is the Status of FD-SOI Ecosystem in China?
12Fully Depleted FD-SOI
FD-SOI is an alternative solution at 28nm and below.
Source: Leti
13 Simgui Technology28nm FD-SOI
FD-SOITechnology
by ST, Samsung and GF
Platform from STMicroelectronics
ology
roelectronics Power and energy efficiency
Ultra low leakage, wide Body-Bias & operating voltage range
Analog performance 22FDX ®
for mixed signal & RF design 22nm FD-SOI Technology
Robustness
energy efficiency for mission critical applications Highlights
22nm FD-SOI technology
GLOBALFOUNDRIES 22FDX® 22nm FD-SOI (Fully-Depleted Silicon-On-
Insulator) process technology platform delivers cost effective performance
wide Body-Bias & operating voltage range for connected and low power embedded applications.
Cost effective platform
+ Manufactured in state-of-the-art fab
in Dresden, Germany; Upcoming 22nm FD-SOI transistor technology delivers FinFET-like performance and
ormance second source qualification
+ Includes ultra-low-power with
energy-efficiency, including up to 70% lower power vs. 28nm. The simulta-
neous high Ft /high Fmax, high self gain and high current efficiency of 22FDX
28nm FD-SOI Technology
0.4V operation
RF design + Transistor back-gate biasing
enables efficient, ultra low power analog/RF/mmWave designs.
for enhanced performance, and
Platform from STMicroelectronics lower power and reduced area
+ World-class Fmax; Unique FET
FD-SOI
– Fully-Depleted
applications stacking for high-Pout/high-PAE Silicon-On-Insulator
Standard Cells
mmWave PA and switches; – Planar process
Lowest power mmWave LNA Fully Depleted
ve platform
similar to bulk
+ Bulk-like self-heating effect Ultra-thin Channel
Power and energy efficiency for Low Leakage
Ultra low leakage, wide Body-Bias & operating voltage range + Superior radiation immunity with
>30x/1000x lower SCU/MCU SER Thin Buried
Analog performance Oxide Insulator
for mixed signal & RF design + Integrated RF and mmWave SoC
for 5G architectural innovation and
Robustness reduced system cost
ST, Samsung and GFplatform
have Multiple
setup FD-SOI platforms for MCU, IoT,
Targetconsumer andSolutions
automotive.
for mission critical applications
Low power embedded applications
Cost effective Architectures Applications and Platform + Automotive (ADAS, IVI)
+ IoT, Wearables Automotive
Multiple Channel length + Networking and WiFi
5G, LTE and
IoT / Wearables
Mid/low-tier
mmWave Radar,
IPs
802.11ac/ax/ad Apps Processor
MCU, ADAS
(Poly-Biasing) options + 5G:China IC Design: CAGR 29% (2004-2017)
China IC Design Growth
40.0
35.0 32.9
30.0
26.1
25.0
USD Billion
21.0
20.0
15.6
15.0 12.8
9.9 10.8
10.0 8.7
5.4 6.0
3.7 4.4
5.0 2.4
1.3
0.0
2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 Source: CSIA
In 2017 worldwide fabless sales is around $100 billions and Chinese fabless company counts for 33%.
15 Simgui TechnologyIC Design Enterprises in China
2015-2020
IC Design Enterprises in China Stimulative Policy
1600
1400 13621380
1200 2000-2014
Open Door Policy
1000
800 736
681
1990-1999 583
600 502 518
Close Door Policy 463 471 479 488 491 483 472 485
389
400
200
200 98
56 62 76
15 17 20 23 27 32 41
0
Source: PWC
16 Simgui TechnologyNew 300mm Fab Activities in China
China 's Semiconductor Fabs
Province New 12” Fab
No Company
City Activity
1 Beijing SMIC B3 28-14nm
n, B3 under
2-inch lines; 2 SMIC 28-14nm
gbo one 8- Shanghai
3 Huali 28-14nm
YMTC) 4 Wuxi Huali 65-45nm
ND & NOR
5 Wuhan YMTC NAND and NOR
houpu;
o NAND 6 Hefei Nexchip 150-55nm
oduction in 7 Fujian Jinhua 12” memory
er 8 Nanjing TSMC 14nm and blew
17;
9 Xiamen UMC 12” line
oundation,
12” line convert
10 Dalian Intel
fab NAND
Global
11 Chengdu 22nm FDX
Foundries
12” power
12 Chongqing AOS
management
Source: SEMI 27
17 Simgui TechnologySMIC Technology Portfolio – Focus on FinFET
Advanced &
Mature Logic
Specialty
Technology
Source: SMIC
SMIC focuses on advanced logic and expands to 14nm FinFET. FDSOI is not in their roadmap.
18 Simgui TechnologyChina FD-SOI Ecosystem
MCU
IoT
Product & Consumer
Application
Automotive
Foundry
China SOI (planned)
Chengdu (planned) FD-SOI Wafer
22FDX®
22nm FD-SOI Technology
Highlights
•
22nm FD-SOI technology China FD-SOI ecosystem is under
+ Manufactured in state-of-the-art fab
GLOBALFOUNDRIES 22FDX® 22nm FD-SOI (Fully-Depleted Silicon-On-
Insulator) process technology platform delivers cost effective performance
for connected and low power embedded applications.
EDA Enablement on RF- and FD-SOI
in Dresden, Germany; Upcoming
second source qualification
+ Includes ultra-low-power with
development. The key areas are
22nm FD-SOI transistor technology delivers FinFET-like performance and
energy-efficiency, including up to 70% lower power vs. 28nm. The simulta-
neous high Ft /high Fmax, high self gain and high current efficiency of 22FDX
foundry and IP. It requires support
0.4V operation
IP
enables efficient, ultra low power analog/RF/mmWave designs.
+ Transistor back-gate biasing
for enhanced performance, and
lower power and reduced area FD-SOI Feng Ling, Ph.D.
+ World-class Fmax; Unique FET
mmWave PA and switches;
from whole supply chain.
stacking for high-Pout/high-PAE
– Fully-Depleted
Silicon-On-Insulator
– Planar process Founder and CEO
Lowest power mmWave LNA similar to bulk Fully Depleted
+ Bulk-like self-heating effect Ultra-thin Channel
for Low Leakage
+ Superior radiation immunity with
>30x/1000x lower SCU/MCU SER Thin Buried
Oxide Insulator
+ Integrated RF and mmWave SoC
for 5G architectural innovation and
reduced system cost
Low power embedded applications
+
+
Automotive (ADAS, IVI)
IoT, Wearables
Target Applications and Platform Solutions
5G, LTE and Mid/low-tier
Automotive
19 Simgui Technology
+ Networking and WiFi IoT / Wearables mmWave Radar,
802.11ac/ax/ad Apps Processor
+ 5G:Simgui Plans to Expand Manufacturing Facility for
300mm FD-SOI and RF-SOI Wafer
8” SOI Fab
(Production)
Phase 1
Phase 2
12” SOI Fab
(Planned)
• 300mm Fab building is completed. Total planned capacity is 800K per year.
20 Simgui TechnologySummary
• China is aggressively working on 5G. China Mobile will be ready for
commercial 5G network in 2020.
• RF-SOI supply chain has been setup for 4G/5G in China. But it is not
balanced. It is strong on handset and system design but weak on component
design and wafer foundry.
• FD-SOI ecosystem is under development in China. The key areas are
foundry and IP. It requires support from whole supply chain.
• Simgui plans to expand manufacturing facility for 300mm FD-SOI and RF-SOI
wafer.
21 Simgui TechnologyFor more information
Contact: Jeffreywang@simgui.com.cn
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