Copyright 2019 All Rights Reserved Industry, Science and Technology International Strategy Center Copyright 2019 All Rights Reserved Industry, Science and Technology International Strategy Center Ray Yang 楊瑞臨 Consulting Director ITRI Industry, Science and Technology International Strategy Center 17 October 2019 Status and Future Direction & Strategic Initiative of Taiwan’s Semiconductor Industry on AI
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Copyright 2019
All Rights Reserved
Industry, Science and Technology International Strategy Center
Copyright 2019
All Rights Reserved
Industry, Science and Technology International Strategy Center
Ray Yang 楊瑞臨
Consulting Director
ITRI Industry, Science and Technology International Strategy Center
17 October 2019
Status and Future Direction & Strategic Initiative
of Taiwan’s Semiconductor Industry on AI
Copyright 2019
All Rights Reserved
Industry, Science and Technology International Strategy Center
1
Taiwan’s IC Industry Sales is Expected to Reach NT$2,621B
(US$87B) in 2019
Source: TSIA ; ITRI/ISTI Research
Taiwan’s IC industry in 2019 is expected to reach NT$2,621.4B (US$86.8B) (0.1% growth from 2018), with NT$671.1B by
Fabless (US$22.2B) (YoY 4.6% increase), and with NT$1,454.7B by manufacturing (US$48.2B) (Pure Foundry NT$1,306B
(US$43.2B) YoY up 1.6%; IDM NT$148.7B (US$4.9B) YoY down 25.8%), and with NT$344.3B by Packaging (US$11.4B) YoY
0.1% decrease, and with NT$151.3B by Testing (US$5B) YoY up 1.9%. Exchange rate NT$/US$ = 30.2
Copyright 2019
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Industry, Science and Technology International Strategy Center
2
Taiwan’s IC Industry Outperform WW with 5.6% Forecasted
YoY Growth in 2020
2009-2019(e) CAGR
Taiwan: 7.7%
Worldwide: 6.2%
Source: TSIA ; ITRI/ISTI Research
Copyright 2019
All Rights Reserved
Industry, Science and Technology International Strategy Center
3
Foundry Business Contributes the Most to Taiwan’s
Semiconductor Industry, Followed by FablessTaiwan semi production value distribution
Source: TSIA ; ITRI/ISTI Research
Copyright 2019
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Industry, Science and Technology International Strategy Center
4
2019 Taiwan Accounts for 73% of WW Pure Foundry MarketWorldwide Pure Foundry Revenue
Source: TSIA ; ITRI/ISTI Research
Copyright 2019
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Industry, Science and Technology International Strategy Center
5
2019 Taiwan’s IC Packaging & Testing
Contributes 55% of Worldwide SATS MarketWorldwide SATS Revenue
Source: TSIA ; ITRI/ISTI Research
Copyright 2019
All Rights Reserved
Industry, Science and Technology International Strategy Center
6
Taiwan’s IC Design Industry Needs Strategic Approach to
Move up (17% of Worldwide 2019)Worldwide IC Design Revenue
Source: TSIA ; ITRI/ISTI Research
Copyright 2019
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Industry, Science and Technology International Strategy Center
7
Five Key Platforms of Digital Business
- Optimization with AI and 5G Injection -
Source: Gartner
Developer and
partner ecosystem
platform
Operational
system and
employees
mgt platform
Data integration,
management, and
advanced analytics
platform
Customer/User
engagement
platformWeb portals, Apps,
Social Media, Call
Center, E-commerce,
Field Service
ERP, Supply Chain
Management, APM,
HRM
IoT platformConnects physical objects/
assets for monitoring,
optimization, control and
monetization
Marketplaces, App Store,
Open-source community
Descriptive
Diagnostic Predictive
Prescriptive
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Industry, Science and Technology International Strategy Center
8
5G Free up Bi-directional AI+IoT/Edge System
IoT and AI co-create a virtuous cycle for digital transformation• IoT's missing puzzle is killer application; on the contrary, AI's missing
puzzle is data, making both of which complement with each other.
Source: Gartner
Copyright 2019
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Industry, Science and Technology International Strategy Center
9
Collaboration between 2 ecosystems of AI and 5G
is a must to co-optimize cloud-to-edge systems’
performance, cost, and energy efficiency
Source: Berkeley RISELab
Copyright 2019
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Industry, Science and Technology International Strategy Center
10
AI Trends and Opportunities
Leveraging 5G to Build a Cloud-Edge Hybrid Model
Source: ITRI/ISTI Research
Collaborative development and co-optimization between hardware and software
Audio/NLP
Visual/Video
AIoT/Edge AI
Ultra Low
Power &
Energy Harvest
In-Memory
Compute
Flexible
Heterogeneous
Integration
Distributed &
Collaborative
Learning
Security
& Privacy
App/ServicePredictive
Analysis
Behaviors
Analysis
Prescriptive
Analysis
Data
Fusion
Training
Platform
Computing
H/W@Cloud
3D Search
Face/
Gesture
Features
Modeling
Noise
Cancellation
Sentiment
Analysis
Machine
ComprehensionEase-of-
Use
Time-to-
MarketScalability
Real-Time
Critical
Energy
Efficiency &
Low Footprint
High
Throughput
Copyright 2019
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Industry, Science and Technology International Strategy Center
11
A Funded Initiative and 4-years’ AI-on-Chip Program
CMOS Sensor
Domain-specific
AI chips
Heterogeneous integration platform for Edge AI②
①
AI system software platform④
Emerging AI
Architecture
③
CPU
Memory Die
Memory Die
Memory Die
Memory Die
Base Die
Memory
Platform to reduce NRE cost
and speed up time-to-market
AI compiler and library
Multi-models co-optimization with
ESL-based HW/SW co-simulation
Reconfigurable &
Scalable AI chips
Energy Efficient Computing
with emerging NV-memory
Source: ITRI
Copyright 2019
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Industry, Science and Technology International Strategy Center
12
Benchmark and Look for Partnership with Stakeholders of
DARPA Electronics Resurgence Initiative
Source: DARPA
CHIPS CRAFTHIVE
FRANC
3DSoC
Materials Architecture Designs
DSSoC
SDH
POSH
IDEA
RTML
PIPES
T-MUSIC GAPS
DRBE
ERI: DA
• DRBE:Digital RF Battlespace Emulator
• PIPES:Photonics in the Package for Extreme Scalability
• T-MUSIC:Technologies For Mixed-Mode Ultra Scaled Integrated Circuits
• GAPS:Guaranteed Architectures for Physical Security
Industry, Science and Technology International Strategy Center
Given the rapid pace of change in cutting-edge technology and industry development, the timeliness and comprehensiveness of the information included in this presentation cannot be guaranteed by ITRI. Users of this presentation shall bear full liability for any injury or loss that may be sustained as a result. The Copyright of this presentation belongs to ITRI and none of this presentation, either in part or in whole, in any form, may be reproduced, publicly transmitted, modified or distributed or used by other means without permission from ITRI.
http://www.iek.org.tw
2025 Vision:
Inspire science-technology innovation
and value-up for Taiwan industries
Thank YouRay, Jui-Lin Yang
Consulting Director
Principal Investigator, Semiconductor International Collaboration