“A few days ago, Renesas Electronics Executive Vice President and General Manager of Infrastructure and Internet of Things Sailesh Chittipeddi explained in detail the global strategy of Industrial and Internet of Things (IIoT) represented by industrial automation and motor control.
Not long ago, at Renesas Electronics Beijing Technology Exchange Day, Renesas Electronics China President Lai Changqing, Renesas Electronics China Internet of Things and Infrastructure Business Division Application Technology Department Senior Manager Zhan Renxiong and Renesas Electronics China System and Solution Marketing Director Wang Junfeng Aiming at Renesas’ globalization, the successful product portfolio merged with Dialog really provides a detailed interpretation of the industry, infrastructure, and Internet of Things businesses in the Chinese market.
A few days ago, Renesas Electronics Executive Vice President and General Manager of Infrastructure and Internet of Things Sailesh Chittipeddi explained in detail the global strategy of Industrial and Internet of Things (IIoT) represented by industrial automation and motor control.
Chittipeddi emphasized that although the IIoT market is a very diversified market, there are several important trends in common, including the migration and upgrading of smart factories, sustainable development of dual-carbon strategies, and the application of new technologies such as brushless DC motors. .
Significant growth in performance
According to the data given by Renesas analysts on the day, in the field of IIoT, Renesas has achieved a growth rate far exceeding the average of the semiconductor industry. Among them, the Internet of Things market grew by 30%, infrastructure grew by 18%, and industry grew by 15%. In industrial growth, industrial automation increased by 20%, and motor control increased by 30%.
Chittipeddi said that the three important product lines driving growth are: infrastructure processors, power supplies, timing/memory/interfaces. Specifically in the industry, the core 16/32-bit microcontrollers, MPUs and ASICs have all increased significantly.
Chittipeddi pointed out that the related growth in industrial automation and motor control is mainly driven by two factors. The first is that the epidemic has curbed a large amount of tourism and other consumption, which has shifted to the upgrading of markets such as home appliances. Second, the manufacturing industry has begun to widely adopt modern network control solutions. These growth in demand, coupled with the tight supply of the entire industry chain, especially packaging substrates, have made Renesas’ products have been in short supply.
As shown in the figure, according to Renesas’ public information, many giants are Renesas’ AAA-level partners, whether in the industrial automation or motor fields.
Three-tiered pyramid structure
Chittipeddi likened industrial automation to a three-layer pyramid, including an analysis layer, a control layer, and an access layer. Traditionally, each layer is processed separately. Semiconductor companies only provide chips for the access layer, and the processing of various buses and protocols is left to industrial customers to develop. However, as the standards of the control layer become more and more abundant, the requirements are moving downward, and semiconductor companies also need to provide more integration work to simplify the development process of customers. At the same time, after wireless standards including Wi-Fi 6, 5G, and Bluetooth are introduced into the industry, the access layer also needs to provide underlying support.
Chittipeddi also emphasized the acquisition of Dialog. Although Dialog is considered a power supply and connection chip supplier, it still has many key IPs that can be used in the industry, such as the configurable mixed-signal GreenPAK CMIC and the recently released ForgeFPGA.
In addition to more connections and protocols, the corresponding computing power requirements for protocols or actuators are also further increasing. Sensors, analog signal chains and power supplies are also important components in this market.
Chittipeddi said that one of Renesas’ biggest advantages is to provide customers with one-stop service. For example, Renesas launched the RAA215300 PMIC this year. This product is a complete power solution for artificial intelligence (AI) applications RZ/G2L and RZ/V2L microprocessors (MPU). The main functions include nine power output channels and a built-in charger. And a real-time clock. In addition to Renesas’ MPU and PMIC, this “successful product portfolio” also includes Renesas power supply controllers, USB PD controllers and clock products. Its high level of integration can reduce design complexity, significantly accelerate the time to market for customers’ products and lower the development threshold.
Chittipeddi also emphasized that the introduction of artificial intelligence not only occurs in the cloud, but also at the edge. This also requires that the edge processor not only meets the demand in computing power, but also develops in a cloud-native way.
As shown in the figure, by adding simulation content, no matter what kind of industrial application, Renesas’ sales opportunities will be 1.5 times to 2.5 times the original.
Chittipeddi said that the main income of IIoT is currently focused on digital chips, and in the future Renesas will combine analog, power and other ASSPs, as well as all successful product portfolios including wireless interconnection, to promote further market growth.
Competitiveness of MCU/MPU market
Chittipeddi said that the current MCU/MPU in the industrial market is mainly used in PLC, real-time network processing, servo drives, and general-purpose processing and control. Renesas’ advantages include features such as real-time performance, security, scalability, interconnection, and functional safety, and its product line covers a rich product line such as high, middle and low end, as well as special applications such as embedded AI.
According to Renesas’ official statement, Renesas’ MCU market share is currently second in real-time network processing and control, and first in 64-bit Linux MPUs.
In the motor servo drive, Renesas fully embraces the Arm core to cover various needs of high, middle and low end.
Classification of motor servo market and corresponding products
The development schedule of Arm MCUs in the industry and the comparison chart of the development of Renesas’ RA series 32-bit MCUs using Arm Cortex-M cores.
As can be seen from the figure, Renesas is clearly lagging behind the industry’s introduction of Arm MCUs, but Chittipeddi said that Renesas was significantly behind its competitors before, but through nearly two years of hard work, the company is actively making up for these gaps, whether it is hardware or software. The driver is still the development environment.
It is also actively expanding the Arm product family, and combined with the previous accumulation of Renesas in the motor control market, according to the Fuji Keizai report in 2019, Renesas has now occupied the first place in the motor control market, of which industrial automation accounts for 24% , Household appliances and air conditioners accounted for 29%.
Chittipeddi said that the differentiation of the motor drive mainly comes from the MCU. Renesas’ high integration, scalability, low power consumption and functional safety are the foundations of its deep cultivation and accumulation for many years. For example, Renesas had a hard disk drive development team before, and with the decline of the hard disk market, these developers turned to BLDC development, enabling Renesas to quickly enter a new market.
For the widely used power supply market, Renesas also provides the most complete product portfolio, covering applications from 5V to 1000V.
The prospect of Wi-Fi 6/6E in the industrial market
Not long ago, Renesas announced the acquisition of Wi-Fi supplier Celeno, which has a number of technologies including Wi-Fi 6/6E, BT/BLE 5.2 and Celeno’s new Wi-Fi Doppler radar.
Chittipeddi said that Wi-Fi has not been widely adopted in factories due to the problem of frequency interference. However, after Wi-Fi 6/6E is upgraded to the 6GHz frequency band, the problem of signal interference can be effectively solved. In addition to high speed and low latency, Wi-Fi 6/6E can also use a new 1024QAM modulation technology, and the encoding can become more compact, which makes the transmission efficiency higher in a single time. At the same time, Wi-Fi 6 also supports Multiple access devices are concurrent, which can reduce the queuing phenomenon, which means that the factory can obtain real-time data from different sensors at the same time.
In addition, Celeno’s Wi-Fi Doppler radar technology can also achieve positioning functions, whether it is for personnel tracking or object tracking in factories, and can provide the industry with a wider range of sensor fusion technology.
Chittipeddi emphasized that Wi-Fi 6/6E will mainly play an important role in the control layer, alleviating some of the limitations of the wired network, while at the edge of the access layer, it is more difficult to adopt this technology. At the same time, it also stated that there will be no competition between 5G and Wi-Fi 6/6E in the future factories. 5G will be mainly used at the edge of the access layer. For the control layer, Wi-Fi 6/6E will be more suitable. choose.
Chittipeddi concluded that Renesas Electronics is satisfied with the continuous growth of the IIoT market by combining the advantages of the digital and analog and power supply industries, as well as the recent addition of multiple connection technologies. Among them, automation and motor control will become the most important in this market. One of the growth drivers.