Transcript
Microsoft Word - 11-_4.1_97-114.docx
,
.
1 4
.
, ,
, ,

.
Trends on System Semiconductor Industry and Reinforcement of System Semiconductor Industry’s Competitiveness
2013 Electronics and Telecommunications Trends
&

.

(H.J. Cho) SW-SoCR&BD
98 28 2 2013 4
.
,
,


SoC(System on a Chip)
.

,
.
SoC


.
2,600
4 , AP
(Application Processor), CIS(CMOS Image Sensor)

,
5.1% 51.6%
.
1990


, 200
,
.

, ,
, ,

.

, ,
,
.

.
,
,
,
, ,

.
1. SoC
1 IDM(Integrated Device Manufac-
ture)

, 2
,
EDA(Electronic Design Auto-
mation) HDL(Hardware Description Language)

, 3 IT

, IP(Intellectual Pro-
perty) based design .
LCD driver, USB interface, CPU, Memory, ADC
IP ISP(IP Service Provider)

/ 99
,

. ISP ,
ARM. 4


application
SW OS ,

SoC ,
1 3
, SW HW
platform based design
(( 1) ).
SW SoC ,

, ,
SW application, HW core IP
, SoC
,



.
,

,
2

,

.

. ,
,
,
,
,

(( 2) ).
, DTV, ,

,

IT
.
Target Market? Platform Based SW-SoC Design
SW SoC SoC
CPU Core
IT
.
IT
SoC

,

.

(( 3) )[1],[2].

. 2011
30 , ,
, ,
(< 1> ).
.
[1],[2]. 20.1%
4 R&D
3 R&D TRM, Portfolio analysis
2 R&D Project Management
1 R&D Technology Breakthrough
• R&D •
,
• R&D • 1980~, ,

• R&D • 1950~1960,
M ar
<>: F. , “Technology management ,” , 2000.
( 2) 4 R&D
3,500
3,000
2,500
2,000
1,500
1,000
500
(: )

<>: iSupply, KISA, , 2012 .
( 3)
/ 101
,
5.1% (< 2> ).
10 27.9%
, , ,
, (<
3> ).
,

SoC
.
,
,
IT
.
< 2>
(: %)
<>: KISA, , 2012
< 3> 10
2011
7,817 9,995 27.9%
< 1> 30

4 nVidia 3,608
11 Novatek 1,191
12 CSR 1,001
13 Omnivision 955
15 Spreadtrum Communi-
cations 677
18 Himax Technologies
Inc. 634
21 Lantiq 489
22 MegaChips 463
24 SMSC 420
25 NetLogic 409
27 Sumitomo Electric
30 Melexis 325
102 28 2 2013 4
, , ,

(( 4) )[1],[2].
, PC
.
AP, ,
PC 5%, 7.5%,
63% .
DTV , ,

, TV 30%
, 8
2016 39%
.
,
,
.
, IGBT(Insulated
Gate Bipolar Mode Transistor) power MOSFET
(Metal Oxide Semiconductor Field Effect Transistor)
. , IT

, ,

. ,
,
.
3.
, , ,
EU, , (< 4>
).
1,880 ,
National Chip
Implementation Center(CIC) , Si-Soft Project
IP IP gateway, IP mall

(/)
• •
- POSCO - Samsung
- Hyundai/Samsung - Daewoo
/ 103
SoC , , ,
, ,
,
2 [3].
.
‘863 program’ ,
- -
[4],
5 12 , ,
,
2020 55

. ,
, , M&A,
, ,
[5], , ,

,


.
.
Intel, AMD, IBM, Freescale
60
() (SEMATECH)
(Albany Nanotech)
SEMATECH, HP, IBM
14 ,
SRC

.
. EU
,

.
.
< 4>
()
• 908/909


• VDEC (1,180 )
1 2,818
. , , , NEC,
Toshiba 11 ASUKA
2006 2011 7.7
SoC
, 2000 Mirai

[6].
.
2015 , , ,
150
, 2013 ETRI

, , IP,
,
60
.
4.
.
1 , 1
9% (< 5> ).
200 3.9
, 10% 1.4
35% . ,
500 84.5%
(( 5) ).
.
50
60%, 100 50 23%,
94.5% 100
(( 6) ).
2007~2011 5 1~20
10

(< 6> ).
- : (‘07), (‘08),
(‘09), (‘10), (‘10),
1,001
( 5)
< 5>
114,014


<>: KIS Value, DART, KISA Data, 2012 .
/ 105
(‘10), (‘11), (‘11)
- : (‘07), (‘09),
(‘10), (‘11)
CIS, DMB, ,

,

,

.
.
0.32% , 60
, 8 , R&D
21.2
.

,
,
(( 7) ).
.
37 0.2%, 0.34%
.

,


60
50
40
30
20
10
(: )
( 7) R&D
< 6>
2007 2008 2009 2010 2011

1 2 → 1 1 → 1 2 → 1 1 → 1 1 → 1
2 1 → 2 6 → 2 1 → 2 3 → 2 2 → 2
3 5 → 3 2 → 3 5 → 3 2 → 3 9 → 3
4 15 → 4 3 → 4 7 → 4 7 → 4 13 → 4
5 3 → 5 7 → 5 35 → 5 6 → 5 8 → 5
6 10 → 6 5 → 6 8 → 6 19 → 6 5 → 6
7 7 → 7 25 → 7 4 → 7 4 → 7 4 → 7
8
6 → 8 4 → 8 10 → 8 28 → 8 6 → 8
9 9 → 9 12 → 9 9 → 9 16 → 9 18 → 9
10


106 28 2 2013 4
.
.
60
45
.
, 8 .
2009~2011 3 8.3% ,
-29.3%
.
14.89%,
53.0%
.
-6.35%,
-7.35%, -14.42%

. 1.1,
4.7
(< 7> ).

,
.

,
.
,
,
.
.
SW-SoCR&BD 103
8 33% (( 8) ).
25 2011 23,
2 ‘
’ . 2011
625.5 ,
8. , -5.3
, -122.9
,
(( 9) ).
, 4 100% .

,

, 8

< 7>


4.7
107.40%
7
6
5
4
3
2
1
2001 2002 2003 2004 2005 2006 2007 2008 2009 2010
1
/ 107
.
,
((
7), ( 10) ).
1.
.
50
150 2012 10 24 11 9
, ,

. 58.5%,
59.3%, 57.9% , 58.6%
50%
.
,
108 28 2 2013 4
, 3
, ,
,
.
- 2/3 ‘’
(( 11) )
- ‘ ’

- ‘ ’ ‘ ’
(< 8> )

- ‘ ’, ‘ ’, ‘

(< 9> )
3 ‘
’ 41.2%, ‘’ 20.6%, ‘
’ 38.3%
3
- ‘ ’ ‘’
< 9>
(:%)
(:%)
4.8 5.6 5.1
19.0 22.2 20.5
19.0 5.6 12.8
14.3 - 7.7
- 11.1 5.1
4.8 5.5 5.1
4.8 - 2.6
< 8>
(:%)


12.8 17.8 23.5 18.1

- - 2 1
- - 2 0.7
/ 109
3
- ‘ ’, ‘ ’, ‘
’ (< 10> )



(< 11>
)
(Open R&BD)
- ‘ ’, ‘ ’
(< 12> )
-

.
(( 13) ).
,
(:%)
- - 9.7 3.5

Web
6.7 12.5 6.5 8.2
R&D 13.3 20.8 6.5 12.9

3.3 4.2 - 2.3
(:%)


11.9 9.3 9.8 10.3
11.9 7.0 9.8 9.6


0 2.3 0 0.7
110 28 2 2013 4

62.5%, 46.7%,
73.3% ,
.
2.
IC 2015,
.

, IP, , ,

,

,
,

.
.
1997 2012
200
.
.
,
, ,
MAUT
,
.
15 6
1 7
, 10.5
(( 14) ).
2012 1
963.1 89.9
10.7 .
2 4,480 ,
4,957 [8]-[10].
1.48 ,
, , ,

.
,
, , ,
,
IT, , TV,

.
MAUT ,
CEO
, , ,
25
20
15
10
5
0
11.7 10.4
/ 111
.
0.56~1.3
0.89 ,
9,490 [8]-[11].
.
→ → →
→ →
’ .
,
23.1%, 25.2%,

(( 15)
).

2,232 74
, 2011 10 23
2.3 , 130.1% 200%
(< 13> ).
,

,
,

.
1.
SoC EDA IP
, SW HW
platform based design
.
.
SW SoC




23.1 25.2
(:%)

-


IP
.
SoC

, SW SoC


- IP SoC

,

2.
, IT
, ,
.
.




-

,

-

, ,

.
.

-




/ 113
- ,
,


,


,







81.1% ,
, ,
DTV, , , IT
.

,

, 10
200 .



,
.
,

.
,
.
.

,
SoC(Convergence System on a Chip)
(fabless)
EDA tool
IP .
ISP IP
Platform based SW-SoC design SW HW IP SoC
SW SoC , SW HW IP SW-SoC
SW
Open R&BD 4 ,
, EDA , , IP, , , ,

,
SoC
,
,
,

.
CIS CMOS Image Sensor
EDA Electronic Design Automation
HDL Hardware Description Language
IDM Integrated Device Manufacture
IP Intellectual Property
Transistor

18.
93.
[3] P.J. Sher and P.Y. Yang, “The Effects of Innovative
Capabilities and R&D Clustering on Firm Perfor-
mance: the Evidence of Taiwan’s Semiconductor
Industry,” Technovation, vol. 25, 2005.
[4] NIPA, “, (IC)
”, 2012.
[5] F. Wu and C.B. Loy, “Rapid Rise of China’s Semicon-
ductor Industry: What Are the Implications for Singa-
pore?” Thunderbird Int. Business Review, vol. 46, no.
2, 2004.
Competitiveness of Japanese Semiconductor Indus-
try,” Development Bank of Jpn. Research Report, no.
57, 2006.
,” 2012, pp. 70-79
,” , vol. 40, no. 2, 2011.
.
.
.
.


Recommended