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Our Digital Future: Industry perspective. EFECS 2017 December 6 th , 2017 Carmelo Papa CEO of STMicroelectronics Italy, EPoSS Chairman

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Page 1: Our Digital Future: Industry perspective.Industry perspective. EFECS 2017 December 6th, 2017 Carmelo Papa CEO of STMicroelectronics Italy, EPoSS Chairman. The Digital Explosion (mild

Our Digital Future:

Industry perspective.

EFECS 2017

December 6th, 2017

Carmelo Papa

CEO of STMicroelectronics Italy, EPoSS Chairman

Page 2: Our Digital Future: Industry perspective.Industry perspective. EFECS 2017 December 6th, 2017 Carmelo Papa CEO of STMicroelectronics Italy, EPoSS Chairman. The Digital Explosion (mild

The Digital Explosion (mild estimate)2

[Source: Ericsson Mobility Report 2016]

Around 29 Billion connected devices are forecast by 2022, of which around 18 B

will refer to IoT.

IoT is expected to increase at a CAGR of 21%, driven by new use cases.

70% of wide-area IoT devices will use cellular technology in 2022 (i.e. 5G+)

Page 3: Our Digital Future: Industry perspective.Industry perspective. EFECS 2017 December 6th, 2017 Carmelo Papa CEO of STMicroelectronics Italy, EPoSS Chairman. The Digital Explosion (mild

What Happens in a Internet minute? (2017)

Page 4: Our Digital Future: Industry perspective.Industry perspective. EFECS 2017 December 6th, 2017 Carmelo Papa CEO of STMicroelectronics Italy, EPoSS Chairman. The Digital Explosion (mild

• Total mobile data traffic is expected to rise at a CAGR >45% (2016-2022)

• According to a report issued by Cisco, the tot internet traffic will get

close to 44 Zettabytes (i.e. 10^21 bytes)

• Out of which 40% will come from connected sensors

• Only Mobile traffic to reach 69 Exabytes/month (i.e. 10^18 bytes).

• … all printed books in the whole history make 5 Exabytes

By 2022 the Internet traffic will shift

dramatically! 4

[Source: Ericsson Mobility Report 2016]

Page 5: Our Digital Future: Industry perspective.Industry perspective. EFECS 2017 December 6th, 2017 Carmelo Papa CEO of STMicroelectronics Italy, EPoSS Chairman. The Digital Explosion (mild

5

[Source: Ericsson Mobility Report 2016]

Glo

bal

mo

bile

tra

ffic

[Ex

aByt

ep

er

mo

nth

]

By 2022 the Internet traffic will shift

dramatically!

Page 6: Our Digital Future: Industry perspective.Industry perspective. EFECS 2017 December 6th, 2017 Carmelo Papa CEO of STMicroelectronics Italy, EPoSS Chairman. The Digital Explosion (mild

By 2022 the Internet traffic will shift

dramatically! 6

[Source: Ericsson Mobility Report 2016]

75%

video

Page 7: Our Digital Future: Industry perspective.Industry perspective. EFECS 2017 December 6th, 2017 Carmelo Papa CEO of STMicroelectronics Italy, EPoSS Chairman. The Digital Explosion (mild

What is different with the past?

7

Years to achieve 50 Millions Users

Page 8: Our Digital Future: Industry perspective.Industry perspective. EFECS 2017 December 6th, 2017 Carmelo Papa CEO of STMicroelectronics Italy, EPoSS Chairman. The Digital Explosion (mild

8

12/11/2017

Smart Systems are the foundation of this

revolution, based on tech and speed!

Smart Systems

provide safe and

reliable

autonomous

operation under all

relevant

circumstances.

Smart Systems

integrate cognitive

functions with

sensing, actuation,

data communication

and energy

management

Page 9: Our Digital Future: Industry perspective.Industry perspective. EFECS 2017 December 6th, 2017 Carmelo Papa CEO of STMicroelectronics Italy, EPoSS Chairman. The Digital Explosion (mild

IoT are Smart Systems based!

Semi content estimated at $75B by 2020• This excludes conventional devices such as smartphones and PCs

9

[Source: Baird Equity Research, 2016]

Consumers, 15

Smart Buildings, 15

Smart Homes, 11

Medical, 10

Smart City, 12

Wearables, 5

Fab Automation, 7

[$ Billion]

Semicond. Value

$75B by 2020

Page 10: Our Digital Future: Industry perspective.Industry perspective. EFECS 2017 December 6th, 2017 Carmelo Papa CEO of STMicroelectronics Italy, EPoSS Chairman. The Digital Explosion (mild

Smart Driving is another opportunity

for Smart Systems

(*) data source: LMC, Strategic Analytics, ST, 2015

$2952014

2022

WW average silicon content per vehicle $ in 2014 was $295, in 2022 it will be $333

87M2014

2022

WW vehicle production in 2014 was 87Mu, in 2022 it will be 113Mu

$333113M

Vehicle production and semiconductor content

Page 11: Our Digital Future: Industry perspective.Industry perspective. EFECS 2017 December 6th, 2017 Carmelo Papa CEO of STMicroelectronics Italy, EPoSS Chairman. The Digital Explosion (mild

Some Examples of

Smart Systems Applications 11

Smart

Industry

Smart

Cities

Smart

Things

Smart

Home

ST restricted 12/11/2017Internal knowledge sharing call - Internet of Things

Page 12: Our Digital Future: Industry perspective.Industry perspective. EFECS 2017 December 6th, 2017 Carmelo Papa CEO of STMicroelectronics Italy, EPoSS Chairman. The Digital Explosion (mild

Smart Industry 12

Enabling smarter, safer and more efficient factories and workplaces

• Factories that produce in a more efficient manner

• More flexibility and customization possibilities in the supply

chain

• More sustainable production with less waste and less

energy used

• Safer working environments for people

• Better man-machine cooperation in the work place

• Optimized usage of machines and tools with Automation

Smart Industry

Page 13: Our Digital Future: Industry perspective.Industry perspective. EFECS 2017 December 6th, 2017 Carmelo Papa CEO of STMicroelectronics Italy, EPoSS Chairman. The Digital Explosion (mild

Smart Industry Enabled by Connected Sensors & Actuators 13

• IO-Link Transceiver

• Temperature Sensor

• 32-Bit Microcontroller

Temperature

Sensor

Vibration

Sensor

• IO-Link Transceiver

• Vibration Sensor

• 32-Bit Microcontroller

Proximity Sensor

• IO-Link Transceiver

• Time-of-Flight Sensor

• 32-Bit Microcontroller

Accelerometer

• 4x IO-Link Master Controller

• Protection devices

• 32-Bit Microcontroller

IO-Link Master

Controller

• IO-Link Transceiver

• Accelerometer

• 32-Bit Microcontroller

Programmable

Logic ControllerMachine learning, AI

• Self organizing

• Predictive maintenance

The Next Step

Page 14: Our Digital Future: Industry perspective.Industry perspective. EFECS 2017 December 6th, 2017 Carmelo Papa CEO of STMicroelectronics Italy, EPoSS Chairman. The Digital Explosion (mild

Smart Homes14

Generating energy through photovoltaic

panels and photovoltaic coated building

walls

Increased power efficiency through zero

stand-by

Anti-theft and ambient light control,

Smart appliances: fridge, washing

machine, ovens, air conditioning

Air conditioning

Vehicle to grid and

E-vehicle charger

Efficient power supplies (TV, PC)

Smart appliances

Photovoltaic

panels

Energy-efficient

lighting

Energy, water,

gas, meters

Self-sufficient

Environmentally friendly

Connected

Augmented Reality with wireless sensor

network, smart systems, fast power line

modemsThe Next Step

Page 15: Our Digital Future: Industry perspective.Industry perspective. EFECS 2017 December 6th, 2017 Carmelo Papa CEO of STMicroelectronics Italy, EPoSS Chairman. The Digital Explosion (mild

Smart Garbage Collection15

Only collect when necessary

Avoid overfilled containers leading to

user frustration and dumping

Improved garbage fleet management

Connectivity

Wireless

Connectivity

Energy

Management

Management

& Harvesting

Smart Sensing

sensors

Processing

MCU

Connected containers allow cities

to manage more efficiently

collection with better services

Domestic robots that can differentiate

and automatically collect garbage The Next Step

Page 16: Our Digital Future: Industry perspective.Industry perspective. EFECS 2017 December 6th, 2017 Carmelo Papa CEO of STMicroelectronics Italy, EPoSS Chairman. The Digital Explosion (mild

Smart MetersEnergy, Gas, Water 16

Real-time bidirectional information for

consumers and utility companies

Precise real-time consumption,

malfunction and fraud info for providers

Real-time flexible tariff profiles visibility

Smart Sensing

Connectivity

STarGRID™

PLC

Sub-GHz

SPIRIT1

RFID &

NFC

Energy

Management

Power

Management

Energy

Harvesting

ICs

Processing

STCOMET

Smart-Meter-on-Chip

MEMS

Smart meters allow power

generators to match consumption

in a more efficient way and give users more

control over their usage Electricity meters will be home gateways

enabling new services like high speed

multimedia, home monitoring and controlThe Next Step

Page 17: Our Digital Future: Industry perspective.Industry perspective. EFECS 2017 December 6th, 2017 Carmelo Papa CEO of STMicroelectronics Italy, EPoSS Chairman. The Digital Explosion (mild

Smart Street Lighting…Enabling New Services 17

Smart Sensing

Connectivity

Wi-Fi

Module

STarGRID

PLC

Sub-GHz

SPIRIT1

Bluetooth

Module

Motion

MEMS

Acoustic

MEMS

Environmental

Sensors(Light, Temperature,

Humidity, UV)

Energy

Management

Digital Power

Management

Energy

Harvesting

ICs

Power

MOSFET

Processing

STM32

32-bit MCU

Traffic monitoring and re-routing with

smart traffic lights and sensors

Weather stations monitoring air quality

and pollution

Improved security with cameras light

dimming and light color control

Easy and fast maintenance with remote

monitoring

The Next Step

Page 18: Our Digital Future: Industry perspective.Industry perspective. EFECS 2017 December 6th, 2017 Carmelo Papa CEO of STMicroelectronics Italy, EPoSS Chairman. The Digital Explosion (mild

Smart Driving18

Best routing to avoid traffic and minimize

fuel consumption

Active safety measures make driving

safer

Information for the city traffic controllers

on a real-time basis

Secure car-to-car and

car-to-infrastructure

communication

Active safety systems

(Vision or radar based)

Multi-constellation

satellite navigation

information

More efficient, safer and with

greener journeys

Assisted and Autonomous

DrivingThe Next Step

Radar

Vision-based

ADAS

processors

Page 19: Our Digital Future: Industry perspective.Industry perspective. EFECS 2017 December 6th, 2017 Carmelo Papa CEO of STMicroelectronics Italy, EPoSS Chairman. The Digital Explosion (mild

Smart Parking and Tolling19

Smart Sensing

Connectivity

Wireless

Connectivity

Sensors

Energy

Management

Management

& Harvesting

Processing

MCU

Restricted city areas access with tolling

Reducing traffic congestion with less fuel

consumption and CO2 emissions

Parking services with better space

control, pricing flexibility and direct user

banking charging

Helping drivers to find a parking

spot faster and comfortably

Car detection

sensor embedded

in the road

Radar and camera

assisted parking

Smart Phone with

Parking Map

Data

Concentrator

Real-time data exchange between users

and service providers for best matching

of parking spot depending on space

availability and user’s final destination

The Next Step

Page 20: Our Digital Future: Industry perspective.Industry perspective. EFECS 2017 December 6th, 2017 Carmelo Papa CEO of STMicroelectronics Italy, EPoSS Chairman. The Digital Explosion (mild

Smart Museums and Theaters20

Smart Sensing

Connectivity

Ultra-low-

Power

Connectivity

Tiny,

Inexpensive

Sensors

Low Energy

management

Battery Energy

Harvesting

Processing

Low Power

MCU

Bookings with personalised information

and geo-location content

Museum interactivity

Re-living historic live and events

Musical scores, 3D vision

Augmented Reality

and Context Awareness

Information sent directly to smart glasses

and phonesThe Next Step

Page 21: Our Digital Future: Industry perspective.Industry perspective. EFECS 2017 December 6th, 2017 Carmelo Papa CEO of STMicroelectronics Italy, EPoSS Chairman. The Digital Explosion (mild

Smart Buildings and Infrastructure21

Chemical sensors for pH monitoring

MEMS sensors for pressure and stability

real-time monitoring

Energy harvesting from structure

vibrations for data transfer

Smart Sensing

Connectivity

Wireless

Connectivity

Chemical

and MEMS

Sensors

Low Energy

Management

Energy

Harvesting

Processing

MCU

Protecting and monitoring the

structure of buildings

Big data analysis with massive numbers

aggregation for better understanding and

structure collapse preventionThe Next Step

Page 22: Our Digital Future: Industry perspective.Industry perspective. EFECS 2017 December 6th, 2017 Carmelo Papa CEO of STMicroelectronics Italy, EPoSS Chairman. The Digital Explosion (mild

All that glitters is not gold!

Smart cities will contribute to a better life for citizens

but the benefits are not without risks!

• Increasing alternative and distributed energy sources may lead to instability

and congestion of the grid with possible power interruptions

• Many software based services and increased data exchange can become a

target for hackers, with disruptive consequences for the community

• Privacy at risk due to too many connections and monitoring systems

exploiting personal data

Page 23: Our Digital Future: Industry perspective.Industry perspective. EFECS 2017 December 6th, 2017 Carmelo Papa CEO of STMicroelectronics Italy, EPoSS Chairman. The Digital Explosion (mild

The Future Challenges for Digitalization

Integration of:

• AI (Artificial Intelligence)

• Data Analytics and Big-Data are necessary as we move forward.

• Big Data models: Cloud, Client and “on-Smart Systems”

• Photonics

• Quantum Technology

23

Page 24: Our Digital Future: Industry perspective.Industry perspective. EFECS 2017 December 6th, 2017 Carmelo Papa CEO of STMicroelectronics Italy, EPoSS Chairman. The Digital Explosion (mild

AI industry still in “infancy” stage

• Capabilities classified as AI nowadays include

• understanding human speech,, autonomous cars, content delivery networks (e.g. 5G+),

inferencing from complex data, including images and videos.

• 70% of TOP-500 HPC applications are now driven by a combination of

new AI algorithms and GPUs accelerators.

• 2017 data centers TAM: 30B$

• By 2025, all Supercomputers with AI and Deep Learning!

Page 25: Our Digital Future: Industry perspective.Industry perspective. EFECS 2017 December 6th, 2017 Carmelo Papa CEO of STMicroelectronics Italy, EPoSS Chairman. The Digital Explosion (mild

Present Computers are missing the pace!

What else?

[Source: HP-E 2016]

Page 26: Our Digital Future: Industry perspective.Industry perspective. EFECS 2017 December 6th, 2017 Carmelo Papa CEO of STMicroelectronics Italy, EPoSS Chairman. The Digital Explosion (mild

Photonics can fill the gap now!• Silicon Photonics today is a niche market with limited volumes.

• Nevertheless Photonics has the potential to meet the challenges:

• FLOPS increase faster than chip performance

• Data Bandwidth increase even faster!

• Power , size & cost MUST be scaled down!

Page 27: Our Digital Future: Industry perspective.Industry perspective. EFECS 2017 December 6th, 2017 Carmelo Papa CEO of STMicroelectronics Italy, EPoSS Chairman. The Digital Explosion (mild

Quantum Technology: the next step

EU Flagship on QTQuantum communications: QT Internet

Quantum simulations

Quantum computingQuantum computing: 50+ QBits

Q interferometric Lithography

Chip scale atomic clock

QT HPC

Medicine

(fast HR

Scans)

Secure banking

Quantum networks

Quantum simulation

Quantum sensing/metrology

Page 28: Our Digital Future: Industry perspective.Industry perspective. EFECS 2017 December 6th, 2017 Carmelo Papa CEO of STMicroelectronics Italy, EPoSS Chairman. The Digital Explosion (mild

QT shows large collective investments

Page 29: Our Digital Future: Industry perspective.Industry perspective. EFECS 2017 December 6th, 2017 Carmelo Papa CEO of STMicroelectronics Italy, EPoSS Chairman. The Digital Explosion (mild

Conclusions• The Digital Explosion calls us to face with an unprecedented

amount of data.

• The IoT has the potential to connect tens of billions of smart

systems through internet, generating demand for sensors,

microcontrollers, data connectivity, energy management, SW

tools and services.

• AI/Big Data, Photonics, Quantum Computing

are breakthrough key pillars.

• EU has all the ingredients to win these Challenges provided

adequate investments are devoted to R&D.