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Ecosystem Building for IC Industry
1. Semiconductor Industry Development for Sustainability & Profitability: An Eco-systematical Approach to nurture China’s IC Industry Presented at “WiMAX Symposium” in HKSTP on June 10, 2008 Prepared by: Al Kwok President & Founder, CASPA PRD Chapter Former VP, NetLogic Microsystems (“NETL”) Governor & Co-founder, Savantas Policy Institute Vice Chairman, iProA China Committee
4. Source: Intel Presentation Moore’s Law as the growth engine of hardware platform: IC cost reduction by 50% in every 18 months or less CMOS power scaling => Feature size scaling Feature size scaling => Price scaling The secret behind scaling: Price can drop because power can be reduced!
5. The CMOS Low Power Advantage Picture was taken on September 7, 1983 by A. Kwok (IDT) for a Fortune Magazine article about IDT (Integrated Device Technology) and CMOS technology published on the Oct. 17, 1983 issue (P.85) written by Gene Bylinsky. IDT went IPO in mid 1984 on CMOS. Source: “(Silicon Valley) High Tech – Window to The Future” (Gene Bylinsky)
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9. IT Business Areas & Opportunities Moore’s Law and Metcalfe’s Law (acting on H/W and Network Platforms respectively) are fuelling on-going IT systems re-engineering for global improvements (changes) like magma shaping earth’s crust’s movements High-valued services with good business potentials Network environment given (by providers) or to be set up Data mining from public domain to add values Factors given or to be used “as is” – not to reinvent H/W components S/W & F/W Network Platform System (H/W) Platform Network Services/environments: Internet, cellular, WiMAX System Integration Protocols & Interfaces (Open stds. for reuse?) Content Layer Service Platform CRM, ERP, POS, etc. Applications (ASP) Consumer Services Public Domain Company Proprietary Bus. Domain Knowledge Instructions & Interfaces New ICs and Devices every 18 months or less
20. Market Positioning - Product Focus Mature (must have) Under-developed Ecosystem Well-developed Cut-throat Competition (me too!) Application Futuristic (nice to have) Too Far-out: Not ready, hype, bubble Future Growth: Longest-term Future Growth: Long-term Future Growth: Short-term Well-developed infrastructure: consumer market by nature with lower (30->50%) profit margins Building infrastructure & ecosystem: Industrial market by nature with higher (50->70%) profit margins
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24. Benchmarking with the Best Rising Star: NetLogic Microsystems (“NETL”) in Silicon Valley Understand its Journey to be “The World-class Leader” in Knowledge-based Processors for the Information Age
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26. AK comment: Consistent continuous linear growth to manage Wall Street expectations
27. AK Comment: Need GM @ ~65% to sustain R&D efforts @ ~30% for continuous world-class Independent Innovation
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29. AK comment: All high-value mission-and-time critical service-enabling applications for infrastructure and ecosystem building
30. AK comment: IPTV is the emerging broadband driver
31. AK comment: wire-speed decision making with the lowest possible power at 64Gbps - dominating the 10Gb Ethernet landscape
32. AK comment: Content-aware (Layer 7) wire-speed information distribution decision-making (including routing) has been the holy grail for IT infrastructure management.
33. AK comment: Outstanding jobs to establish crowning leadership in emerging mission-and-time-critical applications with strategic lead users since IPO!
34. AK comment: Considering the facts that NM is much less than 1/10 of the size (in revenue) of the other 9 top-ranking companies and much younger (~10 years old ), it is a crowning achievement! Likewise, “ipIQ” rated NM’s portfolio the best for a medium size (~$100M) high-tech company worldwide in its “Patent Scorecard 2006” report with the 2nd highest CII (current impact index). (All multi-billion $ companies) AK comment: With only 163 granted US patents as of June 8, 2008
35. Anatomy of a Generic Problem-solving (Intelligent) Process Presented by Al Kwok as a vision in Jan., 2000 The NetLogic Microsystems’ patent portfolio was fundamentally based on this core concept: how to perform pattern recognition better through parallel-search engines (including Layer 7 since then). Pattern recognition parallel-search engine is fundamentally superior to algorithmic one