Smart Fish Wealthlink Holdings Limited · HKEX:139
Smart Fish Wealthlink — ICube — Investor Presentation (March 2012)
34 slides from Smart Fish Wealthlink's investor presentation, March 2012
Slide 1: Low-cost/high-performance semiconductor solution for China's electronics market
A low-cost/high-performance semiconductor solution for China’s growing electronics production market Initiative Innovation. Initiative. Intellectual Honesty. March 2012
Slide 2: The Harmony Unified Processor Technology
2 |ICube 2012 The Harmony Unified Processor Technology 和谐统调处理技术 ICube’s Harmony Unified Processor Technology genuinely integrates two different processor types: a central processing unit (CPU) and a graphics processing unit (GPU), into one unified core. This technology consists of the Multi-Thread V
Slide 3: ICube Executive Summary
3 |ICube 2012 ICube Executive Summary • Filling a technological void by independently developing the first core processor architecture in China: ICube’s MVP -The first in the world to truly integrate CPU +GPU functionality in one core Value • Develop, market and sell System-On-Chip (SOC) semiconduct
Slide 4: ICube's Technical Leaders
ICube’s Technical Leaders Innovation. Initiative. Intellectual Honesty.
Slide 5: Simon Moy: Chief Technical Officer
5 |ICube 2012 Simon Moy: Chief Technical Officer Simon Moy has 20 years of semiconductor experience, mainly in the area of architecture/ design of CPU and GPU. From 9-1997 to 9-2004, Simon was a Principal Engineer at NVIDIA, responsible for the architecture and hardware design of the vertex shader a
Slide 6: Fred Chow: Chief Scientist
6 |ICube 2012 Fred Chow: Chief Scientist Fred Chow has over 30 years of experience working on compilers and related tools from graduate research, product implementation, industrial R&D to engineering management. With an international reputation in production optimizing compilers, Fred is the chief a
Slide 7: The first Unified Processor Unit (UPU) integrating CPU and GPU
7 |ICube 2012 The first Unified Processor Unit (UPU) in the world that integrates CPU and GPU into one parallel computing core! ICube: UPU
Slide 8: From Heterogeneous Platforms to UPU
8 |ICube 2012 From Heterogeneous Platforms to UPU Computer System CPU GPU Decouple Chip Chip Package CPU GPU Hybrid Die Die Silicon CPU GPU APU Core Core Core UPU MVP ICube: UPU
Slide 9: ICube's UPU
9 |ICube 2012 ICube’s UPU UPU offers: • The best price performance • The best power-consumption performance • The best scalable performance UPU integrates: • CPU and GPU into one ISA with unified fix/float GPR • CPU and GPU into one execution pipeline • CPU and GPU into one Harmony scheduler UPU thr
Slide 10: Efficiency Comparison: Core Processor
10 |ICube 2012 Efficiency Comparison: Core Processor ICube MIPS MIPS ARM ARM MVP 1004K 1074K Cortex A9 Cortex A9 (2 core) (3 cores) (2 cores) (2 core) (2 cores) Process (nm) 65 40 40 65 40 MAX Clock (MHz) 600 1100 1200 830 1100 Area with Mem. (mm2) 6.0 4.7 4.5 5 5.5 Operating Power (mW) 600 1000 900
Slide 11: ICube Vision and Development Plan
ICube Vision and Development Plan Leveraging the superior performance, power and price efficiency of the UPU Technology To provide revolutionary semiconductor solutions to the industry
Slide 12: ICube Product Positioning
12 |ICube 2012 ICube Product Positioning ICube offers SoC solutions based on our UPU to applications that require high computing power while maintaining a substantial power and price/performance advantage in the industry. With unique parallel computing and multi-threading our product increases the p
Slide 13: ICube's First SOC: IC1
13 |ICube 2012 ICube’s First SOC: IC1 ICube’s IC1 contains 2 MVP The first chip in China based cores that provide high The first chip in the world on a domestically developed computing power while that combines CPU and Instruction Set Architecture (ISA) and domestically patented maintaining a substa
Slide 14: IC1 Features
14 |ICube 2012 IC1 Features A high-performance, general-purpose processor on 65nm process, with a maximum clock frequency IC1 of 600MHZ, a maximum operating power consumption of 1.2-1.5W and a die size of 33.6 mm2 Dual-MVP • Simultaneously-multi-threading (SMT) to efficiently accelerate • Symmetrica
Slide 15: Competitive Comparison: SOC
15 |ICube 2012 Competitive Comparison: SOC ICube IC1 Nvidia Tegra 2 Apple A5 ARM Cortex A9 – Dual ARM Cortex A9 – Dual CPU MVP – Dual core core core Die size (mm2) 33.6 49 122.2 Process 65nm 40nm 45nm SMT per core 4 1 1 Frequency per core 600Mhz 1Ghz 1Ghz L2 Cache 256kB 1MB ~1.1MB L1 Cache (I/D) (64
Slide 16: ICube Product Roadmap
16 |ICube 2012 ICube Product Roadmap 70 60 IC3: - 8 MVPs IC1: - 32 threads 50 - 2 MVPs IC4: - CPU+GPU - 8 threads - 8 MVPs - 1.2 GHz Process (nm) - CPU+GPU - 32 threads - Android 40 - 600MHz - CPU+GPU - OpenGL - Android - 2 GHz - OpenGL - Android IC2: - OpenGL 30 - 4 MVPs - 16 threads - CPU+GPU 20 -
Slide 17: ICube's SOCs: New Silicon Solution for Mobile Devices
17 |ICube 2012 ICube’s SOCs: New Silicon Solution for Mobile Devices ICube’s SOCs Market Implications • Based on independently developed and • Parallel computing is an inevitable trend as proprietary UPU technology Moore’s Law rolls out chips with multiple cores and/or multiple threads instead of hi
Slide 18: Market Overview
Market Overview The Semiconductor Market
Slide 19: Semiconductor Market Growth Trends
19 |ICube 2012 Semiconductor Market Growth Trends • Global semiconductor market estimated to reach US$344 billion by 2014. $344 Billion • Representing more than 40% of the worldwide semiconductor consumption, China's semiconductor market grew by 30.4% in 2010 to reach a new record of China US$132 bi
Slide 20: China's Semiconductor Consumption Growth Has Outrun the Rest of the World
20 |ICube 2012 China’s Semiconductor Consumption Growth Has Continuously Outrun the Rest of the World In 2010 China claimed a 40.5% share of the total worldwide …while the total semiconductor consumption, worldwide consumption reflecting a 24.8% CAGR since has grown at a 2000, the peak of the prior
Slide 21: China's Semiconductor Market Growth 2000-2010
21 |ICube 2012 China’s Semiconductor Market Growth 2000-2010 China’s semiconductor market grew by 30.4% in 2010 to reach a new record of US$132B. Market Review Source: PWC 2011
Slide 22: Driving Factors to China's Consumption Growth
22 |ICube 2012 Driving Factors to China’s Consumption Growth China’s semiconductor consumption market has grown many times faster than the worldwide market as a result of two driving factors: 1. The continuing transfer of worldwide electronic equipment production to China 2. The above-average semico
Slide 23: Global Macro Growth Trends: The Shift to China
23 |ICube 2012 Global Macro Growth Trends… … The Shift to China Growth in Electronic Equipment Production: The semiconductor content of the electronic equipment produced in China rose to In 2010, China claimed 31.4% 27% in 2010 and is still of the global electronic significantly higher than the equi
Slide 24: The World is Going Mobile
24 |ICube 2012 The World is “Going Mobile” New Computing Cycles: better processing power leading to 10x more devices Tablet Market Review Source: Morgan Stanley 2009
Slide 25: Production Growth: China's Key Electronic Products
25 |ICube 2012 Production Growth: China’s Key Electronic Products China’s Electronic Production and Worldwide Share of Main Electronic Products 2008-2010 China’s claims over 70% of the worldwide production of Mobile Phones and Computers, over 60% of the worldwide production of Digital Cameras and ne
Slide 26: Growth in Global Mobile Opportunities
26 |ICube 2012 Growth in Global Mobile Opportunities 2015 estimates Mobile Smart Feature Computer Phones Phones 750 Million 1.1bn 650 Million Devices in 2015 Devices in 2015 Devices in 2015 Market Applications Source: Mobile Market Global Estimates: ARM estimates 2012
Slide 27: Appendix
Appendix Market Landscape China’s growth in semiconductor demand
Slide 28: Worldwide Semiconductor Market by Region 2003-2010
Appendix 1 |ICube 2012 Worldwide Semiconductor Market by Region 2003-2010 (total worldwide billions of US Dollars) *Source: CCID, CSIA
Slide 29: Key Market Drivers
Appendix 2 |ICube 2012 • Representing more than 40% of the worldwide Growth in China’s Semiconductor semiconductor consumption, China's semiconductor Key Consumption market grew by 30.4% in 2010 to reach a new record of Market US$132 billion. Drivers IC design, the fastest growing segment of China's
Slide 30: China's Integrated Circuit Design Industry Revenue and Growth
Appendix 3 |ICube 2012 China’s Integrated Circuit Design Industry Revenue and Growth, 2000-2010 Notably, China’s IC design sector dollar revenues grew by 36% in 2010, exceeding the worldwide market growth rate of 32%. Most of the revenue in this sector can be attributed to China’s fabless semiconduc
Slide 31: Domestic Consumption & Export Market
Appendix 4 |ICube 2012 Domestic Consumption & Export Market The Chinese semiconductor consumption market includes: the domestic market and the much larger export market: Domestic: • Since 2003, China’s domestic market—the value of semiconductors consumed in China that are used in components of finis
Slide 32: China's Domestic Buying Power
Appendix 5 |ICube 2012 China’s Domestic Buying Power The growth of China’s semiconductor market—which consists primarily of electronics manufacturing services (EMS) companies, original design manufacturers (ODMs) and original equipment manufacturers (OEMs) that consume chips in China—continues to be
Slide 33: Computing and Communications Driving China's Semiconductor Consumption
Appendix 6 |ICube 2012 Computing and Communications Driving China’s Semiconductor Consumption China Compared with Worldwide Semiconductor Market by Application, 2010 China’s 2010 semiconductor consumption continued to be somewhat more concentrated in the computing and communications application sect
Slide 34: Innovation Initiative
Innovation. Initiative. Intellectual Honesty. Innovation Initiative