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Semiconductor Evolution in India

G Subash ChandarG Subash ChandarDirector, Worldwide ASIC BackplaneDirector, Worldwide ASIC Backplane

Texas Instruments IndiaTexas Instruments India

‘Crown Jewels’ of inventions in semiconductor electronics

Jack Kilby’s original IntegratedJack Kilby’s original IntegratedCircuit (IC) -1958 at Texas InstrumentsCircuit (IC) -1958 at Texas Instruments

Replica of first transistor inventedReplica of first transistor inventedat Bell Labs - 1947at Bell Labs - 1947

And innovations followed…. Communication

EntertainmentHealth Care

Safety and Security… .

The economic impact …

Worldwide semiconductorWorldwide semiconductorrevenue is expected to berevenue is expected to be~$300B in 2010~$300B in 2010

India semiconductorIndia semiconductorMarket is expected to beMarket is expected to be~$7B in 2010~$7B in 2010

India domestic PC marketIndia domestic PC marketRevenue estimate inRevenue estimate in2010 is ~$6.8B2010 is ~$6.8B

2010 India Consumer2010 India ConsumerElectronics MarketElectronics Marketvalue estimate is ~$5.5Bvalue estimate is ~$5.5B

* Global Semiconductor Association – Dec 2008* Global Semiconductor Association – Dec 2008

India’s electronic equipment consumption was estimated at around $28.2 billion in 2005, expected to reach $126.7 billion by 2010 and $363 billion by 2015 growing at a CAGR of 29.8%Source: Frost & Sullivan and ISA

India – Business Outlook

Communication Telecom services. Reducing usage costsDeregualition of satellite and cable industry

Consumer Electronics Affordability - growth in per capita incomeRise in house hold spendingIncrease in discretionary income

Computing/ Data Processing Popularity of computersConnectivity - internet

Health Care Increase in literacy - health consciousnessAccessability and AffordabilityGovernment initiatives

Automotove/Industrial Safety standards and featuresManufacturing systems

India Telecom Statistics

Source: Source: ISA - FROST & SULLIVAN 2009 - 11

In 2000, WirelessIn 2000, Wirelesssubscriptions: ~3.6msubscriptions: ~3.6m

By end 2010, expectedBy end 2010, expectedWireless subscriptions: ~660mWireless subscriptions: ~660m

340m – predicted number of340m – predicted number ofHandset unit sales in India byHandset unit sales in India by2014 – 2014 – companiesandmarkets.comcompaniesandmarkets.com

One of the best motivators for innovation – exciting, meaningful work that impacts society…..

Highly complex pieces of technology that go into handset products have been instrumental in empowering India’s masses….

Target Cell phone @Rs. 999/-

Impacting Life – Making healthcare accessible for the rural poor

Ultrasound Scan Today$10

Ultrasound Scan Tomorrow

$1

DSP/Analog

Impacting Lifestyle – making internet access affordable

Novatium Systems Thin Client: “Computing for the Next Billion”

50% smaller

20% cooler

40% less noise

India Semiconductor growth drivers

• Handsets – need is ~300m units• Smart cards – billion needed in next 5 yrs• 100s of millions of mobile computers in 2/3 yrs• Biggest market for LCD TVs after China• Automobile market going electric fast• Medical – adopting technology for cheaper/faster diagnosis• Every middle class family to have set-top box and broadband

connection• Big market for solar, LED lighting, smart energy meters

India Semiconductor revenue to cross $8B in 2011 – EE Herald, 17June2010

Concluding Remarks

Future of technology has lot more to offer. India semiconductor market is poised for growth

Nurturing innovation is key for fueling growth. Fear of failure is the biggest detractor on the path of innovation

“The best way to predict the future is to invent it” Alan Kay

THANK YOU!

Moore and More than Moore

• 1980 – 1995 Era of scaling; ASICs everywhere

• 1995 – 2005 Everything was SoC

• 2005 - … More than Moore