ARM TechCon 2016 Keynote Live Blogby Ryan Smith on October 25, 2016 12:25 PM EST
12:27PM EDT - I'm here at the Santa Clara Convention Center for ARM's annual TechCon conference
12:27PM EDT - This year's focus is expected to be on IoT devices
12:28PM EDT - Of particular interest, Masayoshi Son of ARM's new owner Softbank will be speaking
12:29PM EDT - Softbank's acquisiton of ARM still has an air of mystery to it. So hopefully we get a bit more insight here
12:30PM EDT - And here we go
12:31PM EDT - First up is Simon Segars, CEO of ARM
12:33PM EDT - ARM partners shipped 15B chips last year. About $50B in sales
12:34PM EDT - Big change for ARM this year is of course their buyout
12:34PM EDT - A deal that was closed in 7 weeks
12:35PM EDT - What's it going to do for ARM? What's it going to do for ARM's partners?
12:37PM EDT - "But why is it that Softbank bought ARM?"
12:39PM EDT - Masayoshi Son
12:40PM EDT - He wastes no time in his opening statement, reiterating that ARM's direction isn't changing
12:43PM EDT - Son is opening up with a somewhat unconventional analogy between evolution, the first species with eyes, and sensors
12:45PM EDT - Biological sensing made a massive difference
12:46PM EDT - Just like the Cambrian explosion, there will be an IoT explosion
12:47PM EDT - So why buy ARM? Because this is the explosion of IoT, and Softbank wants to be there for it
12:49PM EDT - Billions and billions of IoT devices over the next 20 years
12:49PM EDT - Adding up to a trillion devices
12:50PM EDT - "Deep learning will make us super smart"
12:51PM EDT - But to have this IoT future, IoT devices need to be secure
12:51PM EDT - At this point it's more important than performance
12:52PM EDT - Hundreds of chips in a modern car, with very little security. There is no encryption
12:55PM EDT - AI is already exceeding humans in some areas
12:56PM EDT - The Singularity
12:56PM EDT - (ed: Kurzweil's dream)
12:57PM EDT - "Whether we like it or not, technology will evolve"
12:59PM EDT - We want to make life better for everyone. And this revolutioln cannot happen by just one company (e.g. ARM needs its partners)
12:59PM EDT - So no concrete details on tech, but a vision for why Softbank needs ARM
01:00PM EDT - Now Q&A time
01:01PM EDT - ARM partners already sells billions of microcontrollers, but what happens when they're all connected?
01:04PM EDT - Son: "I do not intend to micromanage"
01:05PM EDT - Son is reiterating that he's in this for the long haul. Decades, not quarters
01:10PM EDT - And that's a wrap on the Q&A
01:11PM EDT - Now for a bit more of a tech focus
01:11PM EDT - ARM's Future Technology Research Group will be presenting on the future of scaling
01:13PM EDT - Some people say 28nm was the best node ever. ARM agrees
01:13PM EDT - However right now we need multiple patterning, and that gets expensive
01:14PM EDT - Where do we go from here?
01:14PM EDT - What can we do besides finer pitches?
01:16PM EDT - Steppers are getting faster
01:17PM EDT - If we don't get a good EUV tech for 5nm, there will be trouble
01:19PM EDT - Going below 5nm will be about materials engineering. A replacement for silicon
01:21PM EDT - Beyond transistors and wires. Find something better than SRAM
01:24PM EDT - A lot of these boosters are one-time tricks
01:24PM EDT - So are they worth it if it only helps once?
01:26PM EDT - ARM joined the IMEC consortium this year
01:28PM EDT - More discussion of what groups ARM is working with as of late on continuing Moore's Law
01:29PM EDT - In summary, Moore's Law will struggle with pitches. But scaling boosters can help keep things going
01:29PM EDT - (Chip design is about to get a lot less traditional)
01:32PM EDT - But on the plus side, scaling up until now is what has made IoT possible
01:32PM EDT - Final speaker for today is Mike Muller, ARM's CTO
01:35PM EDT - Mike is focusing on wearables, and what they can be used for
01:36PM EDT - An interesting discussion given the recent news that smartwatch sales have taken a large hit this year
01:37PM EDT - Mike is reflecting on how things have changed for him in the last 16 years
01:39PM EDT - The medical field is a key change
01:39PM EDT - Now, how can modern IoT-type tech be used to improve this furter?
01:42PM EDT - Can you use recent research to detect cancer early and cheaply?
01:43PM EDT - More present day: using tiny sensors to measure inter-cranial pressure
01:47PM EDT - "There are 1001 vertical segments for IoT"
01:47PM EDT - "We are currently in the feature phone era"
01:48PM EDT - "The product works well, but it's a vertically integrated solution"
01:48PM EDT - What's coming next: the smartphone revolution for ioT
01:49PM EDT - Being announced today on the product side:
01:50PM EDT - Cortex-M23 and M33
01:50PM EDT - CrytoCell-312
01:50PM EDT - CoreLink SIE-200
01:51PM EDT - And Cordio, the link layer RTL for wireless communications
01:52PM EDT - nved Cloud: ARM's software-as-a-service cloud infrastructure for IoT devices
01:52PM EDT - All with a focus on security and encryption
01:54PM EDT - Where does securitty meet privacy in IoT?
01:57PM EDT - Moving on, machine learning will change how data is correlated. Discovering correlations humans couldn't find before
01:58PM EDT - "innovation is not always about technology"
01:59PM EDT - We need to provide seucirty. We need to work on privacy so that users trust us with the data
01:59PM EDT - And that's a wrap. Off to some more Q&As
02:00PM EDT - :)
Post Your CommentPlease log in or sign up to comment.
View All Comments
jjj - Tuesday, October 25, 2016 - linkYou sound like you've missed the IoT product announcements. Note the software as a service offering. That's why he likes IoT.
jjj - Tuesday, October 25, 2016 - linkExisting TFET too slow for what? We need a 20TFLOPS GPU in a pair of normal glasses not single core CPU perf in a phone. That form factor needs to be phased out ASAP and Moore's Law is too slow , someone needs to aim much higher in perf, power and cost.
Magichands8 - Tuesday, October 25, 2016 - link"IoT 1 Trillion will jump-start human evolution" and DDoS attacks...
ddriver - Tuesday, October 25, 2016 - linkHYPE
You know why they call it a whateverCON - cuz its a bunch of con artists out for your moneyz :D
KAlmquist - Tuesday, October 25, 2016 - linkWell, Masayoshi Son does talk about the importance of security, so he's not completely oblivious to the problem.
I've always been somewhat doubtful about the merits of laws prohibiting unauthorized computer access, but now that we have reached the point where national governments are doing this stuff, trying to stop this stuff by punishing the perpetrators is not going to work. I think we need to fine the manufacturers of insecure devices. The idea is not to punish the manufacturers, but to shift the economic incentives so that selling secure devices will be more profitable than selling insecure devices. Currently, it is probably more profitable to sell insecure devices than secure devices, because getting security right costs money. Consumers won't pay more for secure devices because consumers generally have no way of knowing whether the manufacturer has invested in making a device secure.
JoeyJoJo123 - Tuesday, October 25, 2016 - linkI like how they compare such a fundamental evolutionary change such as eyes and eyesight to these little chips connecting to the internet that these companies are telling you to buy.
They're not even remotely alike. At all...
SGTPan - Tuesday, October 25, 2016 - linkI think he's referring to the potentially world changing shift of having billions of devices able to communicate/collaborate with each other. Although I'm not sure how you'd work out an efficient interconnect topography/hierarchy, the implications are nothing short of extraordinary.
jwcalla - Tuesday, October 25, 2016 - linkIs that a toilet?
Ryan Smith - Wednesday, October 26, 2016 - linkYes.
SunnyNW - Wednesday, October 26, 2016 - linkThat was my favorite slide.