APU for smartphone: what is happening?
This year will see the first processors built with 5 nanometer foundry technology, bringing new APUs from chip designers Apple and Hisilicon. TSMC’s 5nm process promises to bring more than 1.8 times the areal transistor density of the foundry’s 7nm process. Additionally, 5nm will have 15% faster speed (at same power) or 30% lower power (at same speed), as compared to 7nm.
“As these manufacturing innovations manifest in chip maker’s designs, at Yole, we will see a step up in computing capabilities and potentially a decrease in average die size on the first generation of 5nm APUs”, explains John Lorenz, Technology & Market Analyst, Computing & Software at Yole Développement (Yole)…
The ghost of Moore’s Law
The industry continues to innovate towards cheaper and smaller devices. In the consumer APU space, at the macro level, Yole’s analysts really see die sizes getting smaller on the long run average, but they see more and more compute functionality added to processors. To understand the dynamic of this effect, the revenue generated in this space and place against the number of transistors integrated in the SoCs can be analyzed. The resulting trend is interesting for a couple of reasons:
Which logic nodes are critical for application processors over the next 12-24 months? What are the price and cost trends within the multiple tiers of the smartphone market? How many 10nm/7nm/5nm/3nm wafer starts are needed to satisfy the demands of the application processor market for the next 5 years? Who will have the necessary capacity to deliver for OEMs?… The market research & strategy consulting company Yole is unveiling today, within the Application Processor Quarterly Market Monitor, its Q1 2020 analysis.
Yole’s Application Processor Quarterly Market Monitors will be published every beginning of March (Q1), June (Q2), September (Q3) and December (Q4). Aim of the Yole’s Computing & Software team is to give a closer look at the main markets and players. In addition to smartphones, tablet and smartwatch, Application Processor Quarterly Market Monitor will include smart speaker, AR/VR, smart TV and Ultralight PC within its Q2 edition and automotive infotainment and smart assistant with the Q3 version. Analysts invite you to follow Yole’s activities on i-Micronews, especially under this complex context due to the Covid-19 impact.
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 APU : Application Processor Units
 ASP : Average Selling Price
 AI : Artificial Intelligence
 AR/VR : Augmented/Virtual reality