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WHY THIS MATTERS IN BRIEF

Standardised processors that run multiple workloads, but that have to be especially optimised to run specific workloads made sense, but tomorrow’s processors will have new challenges and need a new architectural approach.

 

It’s over 10 years since Apple unveiled the first iPhone and since then the smartphone has been the overwhelming driver of innovation in the technology industry. Batteries, broadband processors, cameras, memory and sensor chips — in less than a decade, these components have made stunning advances to keep up with consumer demand to have sleeker, more powerful devices every year.

 

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For chip makers this has translated into pressure to produce smaller, more powerful components for each generation of phones. Denser, faster, cheaper are the mantras  that have driven the industry for as long as most people can remember, but there’s a new game in town.

The smartphone era is not over, but the growth rate is slowing. The key growth driver in hardware could soon be the Internet of Things (IOT). Over the next decade, this industry will churn out tens of billions of connected sensor devices that will be used in every corner of the world, from highways to human arteries, to gather new insights to help us live and work better.

This chapter will reshape the technology hardware industry in profound ways, and even reverse many of the changes brought about by the smartphone era. To understand how profound this shift could be, it’s important to know how past markets have shaped the way computers are built.

Just a few short decades ago, computers filled entire rooms. In these early days, manufacturers produced each component separately and wired them together on a circuit board. You’d have memory in one part of the board, logic processing on another side, maybe a radio in the corner. Wires or copper traces connected each piece, and components could be easily added or removed from the system.

 

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The “System on a Board” configuration worked for a while. But then computers began to shrink as scientists engineered smaller and smaller transistors. Transistors are like electric switches, and are the fundamental building blocks of modern computing.

In 1965, Gordon Moore, the founder of Intel, made a famous prediction, namely that every 18 to 24 months engineers would fit about twice as many transistors on a particular piece of silicon, and today many chip manufacturers have abandoned Moore’s Law as the driving force behind the development of their new chipsets based on economic reasons, even though we can already see 5nm, 1nm and even 0.5nm transistor, as well as new liquid transistor, designs emerging from the labs. Computer components started shrinking fast, and suddenly a lot of free space opened up on circuit boards, and as a result engineers soon began to experiment with putting multiple functions on a single piece of silicon. Before long, they could get a whole computer onto that one piece of silicon, wrap it up nicely and market it as a single, all inclusive package.

This is called System on a Chip (SoC), and you probably have one in your smartphone. This tight integration of components carries some big advantages. With components packed closer together, signals can travel between them more quickly, which can increase processing speed.

SoC’s are frequently cheaper too. Instead of testing many components independently, you could run one set of tests on a single chip, and, of course, size matters. The consolidated package helped manufacturers like Apple and Samsung produce new generations of lighter, sleeker devices.

 

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But there’s a big drawback. SoCs are manufactured on common process platforms in large manufacturing facilities called “fabs.” These mega-factories are able to produce hundreds of millions of chips per month.

The challenge in the SoC paradigm is that all the components in a single chip, which includes processor, radio, memory, and so on, are locked into a single manufacturing process, which does not always provide the “best in class” for each component. For example, one process platform may be excellent for processors, but just mediocre for embedded flash memory, and it’s difficult to upgrade or switch out components individually without upgrading the entire fab.

For smartphones, and many other applications, the benefits of an integrated SoC generally outweigh this drawback. However, the emergence of a new hardware era introduces a new set of challenges for chip makers.

So now let’s look at the Internet of Things. This is the hardware industry of the future, and it will run on billions of sensor devices, but the problem is, these devices will exist in all sorts of environments. Some will live in factories, some will be outside, some will collect data underwater. The basic functionality of these smart nodes is very similar, sense data, collect data, store data, communicate data, but their deployment requirements vary immensely.

 

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A sensor node in a car engine, for example, will need to withstand high temperatures. Sensor nodes spread across farmland might require powerful radio components to send data over long distances. Most sensors will need to operate at very low power consumption, because they won’t be, or can’t be, plugged in, but for some, this will be even more important than others.

Even more confusing, at this point we simply don’t know the exact requirements for most IoT applications. It’s just too early in the process, but we have to start building hardware for it anyway… This presents all kinds of challenges to existing models of chip production.

The PC and smartphone industries were able to deploy the same chip designs for hundreds of millions of units. The giant integrated SoC fabs were well suited to this, but IoT is different, it will likely consist of thousands of one million unit applications, and this suggests the need for a much greater diversity of chip configurations than we’ve seen to date.

As a result, other models for constructing chips are emerging. Some are calling the developments multi-chip modules, or 2.5D, or System in a Package (SiP). All involve packing components closely together, without the complete, end to end integration of SoC. The equations governing cost, performance and power consumption of these approaches are beginning to tilt the balance away from SoC as the favoured choice for IoT smart nodes.

 

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In some ways, the great trends of the PC and smartphone eras were toward standardisation of devices. Apple’s great vision was understanding that people prefer a beautiful, integrated package, and don’t need many choices in hardware, but in software it’s generally the opposite. People have different needs, and want to select the apps and programs that work best for them.

In a smart, connected world, sensor requirements could vary greatly from factory to factory, not to mention between industries as varied as agriculture, urban planning and automotive. Just like smartphone owners like to pick and choose which apps they want, IoT manufacturers may want to shop for components individually without being locked into a single fab.

It’s hard to overstate how fundamental this shift could be. The $300 billion semiconductor industry has grown up around the standardised hardware of PCs and smartphones, basically, boxes that live indoors and plug into walls. IoT, on the other hand, will require a huge diversity of hardware offerings, so get ready for some big changes in the “silicon” of Silicon Valley.

About author

Matthew Griffin

Matthew Griffin, award winning Futurist working between the dates of 2020 and 2070, is described as “The Adviser behind the Advisers” and a “Young Kurzweil.” Regularly featured in the global press, including BBC, CNBC, Discovery and RT, Matthew’s ability to identify, track, and explain the impacts of hundreds of revolutionary emerging technologies on global culture, industry and society, is unparalleled. Recognised for the past six years as one of the world’s foremost futurists, innovation and strategy experts Matthew is an international speaker who helps governments, investors, multi-nationals and regulators around the world envision, build and lead an inclusive, sustainable future. A rare talent Matthew sits on several boards and his recent work includes mentoring Lunar XPrize teams, building the first generation of biological computers and re-envisioning global education with the G20, and helping the world’s largest manufacturers ideate the next 20 years of intelligent devices and machines. Matthew's clients include three Prime Ministers and several governments, including the G7, Accenture, Bain & Co, BCG, BOA, Blackrock, Bentley, Credit Suisse, Dell EMC, Dentons, Deloitte, Du Pont, E&Y, HPE, Huawei, JPMorgan Chase, KPMG, McKinsey, PWC, Qualcomm, SAP, Samsung, Sopra Steria, UBS, and many more.

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