This is the most exciting thing I've seen in semiconductors since the
early 1970s when scaling and yields began to reach high enough to pro-
duce the first truly versatile products in an integrated package, the
early 4-bit, 8-bit, and 16-bit CPUs.
These are flexible, printed ICs using a simple manufacturing processing
technology that costs 100x to 1000x than traditional billion+ dollar
silicon-based facilities. They are targeting the sub-$0.01/unit markets.
Their primary customer target is to integrate electronics and the
ability to have logic on products whose primary purpose is not to be
an electronics component, such as the animated cereal boxes seen in
the movie Minority Report.
The recovery on a fab investment is in the two-year timeframe:
At 7:13:
www.youtube.com/watch?v=WchJR6qDq9o&t=7m13s
This is the third generation of the technology, and from gen1 to gen3
they've seen a 10x reduction in circuit area in two years, and are
projecting another 10x in a similar timeframe:
Gen1: [-------------------------------------------]
Gen2: [--------------------]
Gen3: [----] With Gen3 optimization, PlasticARM is ~16K gates.
At 12:10:
https://www.youtube.com/watch?v=WchJR6qDq9o&t=12m10s
They are in now volume production for 2018 customers, have met their
goals for cost per unit, and have exceeded their expected performance
and power estimates.
At 10:07:
https://www.youtube.com/watch?v=WchJR6qDq9o&t=10m7s
-----
In the keynote Q&A, the CTO mentions the technology operates up to the
~100K gate and range economically, and from the 2 KHz range up to about
1 MHz. The product demonstrated in the interview video shows a 32-bit
ARM1 core built around more modern Cortex-M logic, with some custom
optimization added by ARM over each generation, making it a low-gate
count product, but one which demonstrates a true SoC product with
integrated memory, CPU, I/O, and more.
Interview with PragmatIC's CEO, Scott White, and Kris Flautner,
VP Technology at ARM (ARM is now an investor in this technology),
and also PragmatIC's VP of business development, Joao De Oliveira:
https://www.youtube.com/watch?v=01y6bR6ETpA
Keynote at IDTechEx 2017 with specific details:
Scott White, CEO PragmatIC:
https://www.youtube.com/watch?v=WchJR6qDq9o
-----
In summary:
Integrated logic, memory, and I/O circuits on flexible plastic.
Scalable from ~10 to ~100K gates economically today.
Operational speed from 2 KHz range up to around 1 MHz today.
Demonstrated proof-of-concept into the GHz range, but do not
plan to offer that commercially in the near future, as their
target customer is the extreme low-cost-per-unit market.
Future scaling is projecting a 10x reduction in size, making
1M+ gates possible, and higher frequencies, with the tradeoff
being indicated as in silicon: high performance or low cost.
They already have a 32-bit ARM1-style SoC working.
In volume production. Expecting to ship ~1B units in 2018,
with a long-term goal of ~1T units per year in the future.
--
Rick C. Hodgin