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Foundry Files

IoT is Now!

The Internet of Things (IoT) is gaining a huge amount of attention – again. From considerable traction being made in low-cost sensors, cloud-based services and big data analytics to having significant prominence at CES, the IoT hype is back.

Here are some one-liners, of my experience walking the floor at CES 2016:

  • Drones – Storming the Horizon
  • Automotive – Hot! Hot! Hot!
  • Virtual Reality (VR) & Augmented Reality (AR) – VR more prominent than AR
  • Robotics – Different form factors moving around
  • 3D Printers – Getting serious
  • 3D TVs without 3D glasses/eye-wear – Emerging and getting bigger
  • Smart Home – Tons of gadgets showing up
  • Wearables and Smart-garments – No cover-up here! Starting to blend with VR/AR

It is important to recognize that the IoT goes beyond the “Things”. The associated market opportunity extends to the Networks to carry the data traffic, and the Data Centers to harness the data, and run analytics to transform the raw data to faster decision-making insights and outcomes.

Internet of things is Beyond Things

The IoT applications and use-cases that span Things, Networks, and Data Centers drive new requirements for semiconductors including ultra low power, ultra low leakage, smaller and denser packaging, and cost effectiveness. These requirements are at the heart of the IoT platform technologies developed by semiconductor Foundries that are power efficient, optimized, and cost-effective for IoT nodes. This “under-the-hood” differentiation at the semiconductor level enables the enhanced end-user and application experiences for IoT.

Based on the market and customer trends, the prevalent process technologies for the Low and Mid-end IoT nodes are 55nm and 40nm. From 2017-18 onwards, we’ll see the shift to leading edge 28nm, 22nm, and 14nm and beyond, and a growth in edge-node computing.

The best way to utilize changing technology is to forge the right strategic partnerships. How we partner with our customers – whether they’re supernovas coming from consolidation, or startups, which are the stars that are being born – will help define the IoT.

Foundries understand they have a tremendous role to play in realizing the Internet of Things. By forging and strengthening partnerships with key customers, working to develop more efficient and effective technologies and ensuring excellence in execution – high yields and on time delivery – each and every one of us has a direct role to play in realizing the full potential of this critical opportunity. By any measure, this is the largest technology opportunity of our lifetime.

About Author

Rajeev Rajan

Rajeev Rajan is the Vice President of Internet of Things (IoT) at GLOBALFOUNDRIES. He is responsible for driving thought leadership and awareness of GF's IoT solutions, which revolves around supporting go-to-market plans across the IoT portfolio as well as providing strategic direction and new market opportunities.

Prior to joining GF, Rajeev was Sr. Director, Product Management and Marketing at Qualcomm Life Inc, where he led the product management and strategy for the company's IoT/IoE and Healthcare and Life Sciences. Rajeev has also held positions of Co-Founder and CTO of 2net™, a Digital Health start-up, which has become the multi-million dollar Qualcomm healthcare company. He has held multiple technology, product, and business strategy roles at Qualcomm.

He holds more than 40+ patents and is a co-author of the book Wireless Health: Remaking of Medicine by Pervasive Technologies. He currently serves as an Industrial Advisory Board Member of the Advanced Platform Technology (APT) Center, United States Department of Veterans Affairs (VA).

Rajeev holds a BS in Physics from St. Xavier's College and a MS in Computer Science from Sardar Patel University, in Gujarat, India. He received his Executive MBA from the Rady School of Management at the University of California San Diego, CA and a MS in Biomedical Engineering from Case Western Reserve University in Cleveland, Ohio.

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