10 1 May 2015Nick Tredennick Microprocessor Markets
11 1 May 2015Nick Tredennick Computer Microprocessors x86 –AMD –Intel –Transmeta –Via Proprietary –IBM –Freescale –Sun
12 1 May 2015Nick Tredennick Embedded Microprocessors Microprocessor advantages –Flexibility –High-volume production –Usable by programmers Microprocessor limitations –Too slow –Too much power
13 1 May 2015Nick Tredennick Embedded Microprocessors x86AMD, Transmeta, Via ARMARM PowerPCIBM, Freescale Old stuffEveryone –Triscend (Xilinx)
14 1 May 2015Nick Tredennick Microprocessors and ASICs For the ultimate in flexibility, programmers map the application onto a general-purpose microprocessor. For the ultimate in performance, logic designers map the application into a custom circuit. Application MicroprocessorASIC Programmers Logic designers
15 1 May 2015Nick Tredennick ASICs & Microprocessors
16 1 May 2015Nick Tredennick ASICs & Microprocessors
17 1 May 2015Nick Tredennick ASICs & Microprocessors
20 1 May 2015Nick Tredennick PLD Microprocessors Altera –Nios (soft) Xilinx –MicroBlaze (soft) –PicoBlaze (soft) –PowerPC (hard)
21 1 May 2015Nick Tredennick Situation WhatValueWho FPGAs$3Blogic designers ASICs$30Blogic designers Microprocessors$40Bprogrammers FPGAs and microprocessors are usurping a declining ASIC market. Microprocessors (and their derivatives) will win.
22 1 May 2015Nick Tredennick Recommendation Altera and Xilinx should become soft- core microcontroller companies (instead of PLD companies) Sell the same chips, but to a larger, programming-oriented customer base –Sell custom soft-core microcontrollers –Sell peripheral IP “Can’t find the perfect microcontroller? Make one—today.”
23 1 May 2015Nick Tredennick Why? Today’s customers are logic designers; tomorrow’s customers will be programmers –Programming is more cost effective than logic design because it is a higher level of abstraction –There are ten times as many customers (more programmers than logic designers)
24 1 May 2015Nick Tredennick The Value PC PCs are good enough –Value PC shifts design emphasis to mobile systems –SRAM, DRAM, and flash are unsuitable for mobile systems –A new non-volatile memory device will emerge The first programmable logic company to adopt CMOS-compatible, non-volatile memory could gain a decisive advantage.
25 1 May 2015Nick Tredennick The Value Transistor Today’s transistors are good enough for most applications –The value transistor favors foundries over integrated device manufacturers –Fabs are good enough –3D wafer stacking will emerge The first programmable logic company to adopt wafer stacking could gain a decisive advantage.
27 1 May 2015Nick Tredennick Consequences Rise of mobile applications –New non-volatile memories Rise of foundries –Rise of soft (IP) cores –Horizontal fragmentation of integrated device manufacturers Rise of non-volatile FPGAs Rise of reconfigurable systems Growing market for embedded microprocessors –Tethered: traditional role –Mobile: supervisory role