TSMC team grabs opportunity for networking

TSMC Chairman Zhang Zhongmou made a point selection and the Internet of Things (IoT) became the hottest topic in 2014. It is understood that TSMC internal secret team has a special Internet of Things (IoT) super fleet, from existing special process technologies, R&D, and strategic development businesses. The department strictly selected Elite and was personally led by the co-chief executive Wei Zhejia. The concept of the Ultra-Low Power Platform (ULP) platform was proposed for the Internet of Things, intensively discussing with Qualcomm and Qualcomm, etc., to lock down the NT$1 trillion business opportunity brought by the Internet of Things to the semiconductor industry in Taiwan.

The outbreak of demand for smart phones has enabled TSMC, which has successfully grasped business opportunities, to create a new peak in its operations. “Next Big Thing,” which Zhang Zhongmou has named as his successor to smart phones, is the Internet of Things and is the fastest growing application in the next 5 to 10 years. When all the semiconductor upstream and downstream supply chains have put the term “Internet of Things” on the table, TSMC, which is the most efficient, has made further plans for the future blueprint of the Internet of Things.

According to the industry, TSMC recently targeted a variety of departments including process technology, R&D, strategic development, and business. It has selected the most elite players to form an IoT super fleet, especially for the IoT that requires a large number of special process technologies, from 0.35/0.25/. The 0.18 micron to 90/65/50/40 nanometer RF process, embedded flash process, etc., have accelerated the addition of process technologies at each stage.

TSMC also proposed the concept of ULP technology platform for the related technologies needed in the future of the Internet of Things. It is a further enhanced version of the low-power technology in the era of mobile devices. Even though the technology and standards of the Internet of Things have not yet been clearly defined, it is extremely low. Power consumption is definitely a trend without a doubt.

In addition, the recent TSMC-intensive and major customers such as Qualcomm and MediaTek discuss the future specifications and architecture of the IoT. They hope that all the technologies that may be used in the Internet of Things will be completed as soon as possible. The project is spread out by Wei Zhe himself. Leader supervision.

Taiwan Semiconductor Manufacturing Co., Ltd. (TSMC) stated that the degree of importance attached to the Internet of Things is indeed ranked very high. Experts from various departments are also pressing ahead with the development of IoT-related business opportunities and technologies. However, since the development of the Internet of Things is at a preliminary stage, the entire ecosystem is expected to grow in the future. With more specific specifications and standards, TSMC will also be ready before this, and will do a good job of basic work. It will win everything that customers need for any process technology and product specifications.

TSMC also analyzed that the target level of the locked-in IoT is definitely not only at the basic level of smart phones and smart watches currently discussed by the general public, but is also expanding at four levels. The range covered by the M2M concept is very large. The stage is not yet definable, but the interconnections between all things contain wireless opportunities.

Then the second level is of course for cars, homes, etc. The third level is the link with the huge amount of data in the cloud. The chips with complex transmission network processing capabilities and low power consumption are TSMC's advantages, and the fourth level is even more. And community links.

TSMC also analyzed that it would borrow the successful experience of the smart phone market and copy it to the IoT business opportunity. Five years ago, no one knew that the energy driven by mobile computing would be so alarming. TSMC's strategy was to lay the foundations for all process technology. In the future, no matter which customer asks, TSMC can propose the most suitable solution. Now in the initial stage of the Internet of Things, TSMC is doing the same thing.

According to the market adjustment agency Gartner, the related revenue of the global Internet of Things can reach US$328 billion by 2020, accounting for the largest chunk of revenues and the largest amount of data and customer analysis. The revenue is expected to reach US$262 billion; followed by The mid-tier business model includes cloud computing, data centers, server storage and other revenues of 18 billion US dollars.

The mid-to-lower wireless transmission and network systems accounted for 17 billion U.S. dollars in revenue, and Taiwan's semiconductor industry was able to allocate approximately 31 billion U.S. dollars worth of business opportunities, that is, more than 900 billion yuan in business opportunities, approaching 1 trillion dollars, which is considered as the entire IoT ecosystem business opportunity. 10%.