The Internet of Things (IoT) is set to drive demand and innovation in the semiconductor market over the next decade. While some consumer IoT applications will require semiconductors manufactured using cutting-edge technologies to deliver fast performance and low power consumption, the vast majority of chips for IoT applications will be utilized in client-side applications. These chips, such as a sensor monitoring room temperature in a connected HVAC system, require processing capabilities that can be met using legacy process (90 and 45nm) technologies manufactured on 200mm wafers.
And herein lies the opportunity and challenge for legacy manufacturing.
As part of its growth focus for Applied Materials, the Office of the CTO (Chief Technology Officer) aims to do the following:
Identify, incubate and commercialize growth opportunities in new and adjacent markets
Build a culture of open innovation at Applied Materials
Address market inflections and high value problems through differentiated solutions
Shape the future of our growth markets worldwide
The Internet-of-Things (IoT), the concept of connecting physical objects to each other and to the internet through sensors within or attached to the objects, is a key market inflection that is opening up new opportunities and ways of obtaining information. Cisco Systems estimates there will be 50 billion connected devices by 2020—creating a tidal wave of data! Wearable Computing or “wearables” is a small but rapidly growing segment within the IoT space and is one of the potential killer applications that could fuel IoT.