Microsoft Word - 11-_4.1_97-114.docx
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Trends on System Semiconductor Industry and Reinforcement of System Semiconductor Industry’s Competitiveness
2013 Electronics and Telecommunications Trends
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(H.J. Cho) SW-SoCR&BD
98 28 2 2013 4
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SoC(System on a Chip)
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SoC


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

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5.1% 51.6%
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1990


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

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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
,

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ARM. 4


application
SW OS ,

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

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SW application, HW core IP
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(( 2) ).
, DTV, ,

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

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

. 2011
30 , ,
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(< 1> ).
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[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 •
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• 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
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5.1% (< 2> ).
10 27.9%
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3> ).
,

SoC
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,
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%
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, IGBT(Insulated
Gate Bipolar Mode Transistor) power MOSFET
(Metal Oxide Semiconductor Field Effect Transistor)
. , IT

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

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- POSCO - Samsung
- Hyundai/Samsung - Daewoo
/ 103
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‘863 program’ ,
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2020 55

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

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. EU
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< 4>
()
• 908/909


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

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

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60
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1 , 1
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200 3.9
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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 .
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(‘10), (‘11), (‘11)
- : (‘07), (‘09),
(‘10), (‘11)
CIS, DMB, ,

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0.32% , 60
, 8 , R&D
21.2
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37 0.2%, 0.34%
.

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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
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, 8 .
2009~2011 3 8.3% ,
-29.3%
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14.89%,
53.0%
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-6.35%,
-7.35%, -14.42%

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4.7
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SW-SoCR&BD 103
8 33% (( 8) ).
25 2011 23,
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8. , -5.3
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(( 9) ).
, 4 100% .

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4.7
107.40%
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2001 2002 2003 2004 2005 2006 2007 2008 2009 2010
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1.
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59.3%, 57.9% , 58.6%
50%
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108 28 2 2013 4
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(( 11) )
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(< 9> )
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’ 38.3%
3
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< 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

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(( 13) ).
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(:%)
- - 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% ,
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IC 2015,
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→ → →
→ →
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23.1%, 25.2%,

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2,232 74
, 2011 10 23
2.3 , 130.1% 200%
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1.
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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, , , ,

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SoC
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,
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.
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.
.
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.
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