Can "Less than Moore" FDSOI provides better ROI for Mobile IC?
In this previous article, I was suggesting that certain chip makers may take a serious look at a disruptive way to look at Moore’s law, as they may get better ROI, profit and even better revenue. The idea is to select technology node and packaging technique in order to optimize the Price, Performance, Power triptych and manage chip development lead time to optimize Time To Market (TTM) and cost. Only a complete business plan would confirm the validity of this assumption, but we think it could be a new direction to be explored, so we propose some tracks.
The goal for a chip maker supporting “Less Than Moore” is not to displace the Qualcomm or Samsung, following Moore’s law and getting back more than enough revenue to invest and develop IC ever more integrated, targeting smaller technology node, supporting the type of Roadmap you can see below. This roadmap from Samsung shows Discrete Application Processor and Baseband Processor paths, as well as in parallel a roadmap for cost sensitive systems with Integrated (Application + BB) processor.
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