Even if the company's MCU products have great appeals in many markets, 32 ARM cores have been placed in Japanese semiconductor manufacturers in the past. MCU market, they are a "new" player. A few days ago, they released the RA Series Universal MCU based on the 32-bit ARM® Cortex®-M kernel.
In such a large number of competitors, the "war" has a fierce market, this decision made by Renesas Electronics makes the author confused. Senior Vice President, Renesa Electronics Co., Ltd., Renesi Electronics, Chairman, Zeanggang, also frank, whether the company entered such a highly competitive market, in fact, there is a difference in the beginning.
"But after careful measurement of the company's technology, product line advantages and current market trends, the company still decided to launch this series of chips," Zhenangpong emphasized. "
The reason for the 32-bit ARM nuclear MCU market
When Zhenangpu is interviewed by reporters such as semiconductor industries, they said that they entered such a market, first of all to optimize this market huge growth opportunity, and see it from data.
According to the latest data of ICinsights, although the microcontroller products including 32-bit MCUs have faced fierce competition over the past few years because of the driving of automatic driving sensors and Internet access requirements. The ASP has been declining, but they will further pointed out that this will be welcoming in next year, they believe that the 32-bit MCU has ended down, in the next few years, the performance of this series will gradually go back.
"On the other hand, our own RX kernel MCU has a certain influence in the market, and there is a lot of cooperative customers in the market. But from the entire market, the MCU of the ARM core will have Bira in the future. The Sa's core MCU has higher growth. It is because of this, so we entered this market "," Zhenangbang is added. "In addition, the experience of Rissisa itself in the design of the MCU has a combination of ARM kernel. I believe this will provide us with some products that are different from other competitors to customers."
Rissa official data also shows that RA MCU provides an ultimate combination of optimized performance, security, connectivity, peripheral IP and easy to use Flexible Software Package to meet next-generation embedded solutions. Demand. In order to support this new product family, Renesas established a comprehensive partner ecosystem, providing a series of software and hardware components for RA MCU, making it up. At that time, engineers can easily use this series of products for industrial automation, building automation, measurement, health care and home appliances. Endpoints and edge devices.
Zhenangpong also emphasized that Renesa entered such a market, launching such a product line, is to raise product competition from a simple product level to the system and platform level. In the product integrate into their newly acquired INTERSIL and IDT in terms of power, mixed signals, radio frequency, and induction modules, find different competitive service customers.
Future is optimistic about a few major markets
As an annual income of 757.4 billion yen (about 7 billion US dollars), a semiconductor manufacturer of more than 44.7% gross profit margin is the most widely influential in the automotive electronics market. According to data, they have more than 1.3 billion sheets in 2018 in the automotive MCU / SOC, and the adverseity of the product is only 0.1ppm. This part of the business also contributed half of the company's operating income. It is now a highly concerned automatic driving and auxiliary driving market, and Rissa has also launched an open, innovative and trustworthy renesas autonomyTM platform. But they are not satisfied, in order to promote the company better development, Rissisa waves the acquisition, INTERSIL and IDT mentioned in the previous article are the target they first take.
From the introduction of Zhenkang Pan, Renesa Electronics initiated this acquisition of two main considerations.
First, from the product level, in accordance with the statement of Zhenguang, Renesas is good at these digital processing products of MCU and SOC, but in the simulation market including sensors and power control, Renesa is lacking. This has also become an obstacle to the complete solution, and they acquire IDT and INTERSIL to solve this problem from some extent.
Secondly, from the application area, the current data center, infrastructure and 5G have become hot spots of market attention. Many manufacturers will collect this development goals in the future, and Renesa Electronics passed the two acquisitions, consolidating these The basis of the market.
But in addition to the acquisition, Renesa Electronics also introduced some innovative technologies, plus the next market, SOTB is a significant representative.
In the foregoing, we have mentioned that the Internet of Things market will be the next important force point of Risa semiconductor manufacturers. This ubiquitous "Net" should face an important challenge, that is, power consumption problem. Imagine, you are placed underground, or in a scenario that is inconvenient to replace the battery, if you often change the battery, this is a very cost-effective thing for operators or users. The SOTB process of Risa is born.
According to Zhenguang, the products that use this process production not only have extremely low power consumption, but even collect energy from environmental energy such as light, temperature, vibration, and mobile for equipment. According to him, the MCU using this process can provide products with only one-in-one power consumption of the existing mainstream MCU, which can perfectly solve the problems faced by the Internet of Things. Renesas recently started applying this technology on their latest RE series products.
In addition, Rissa also embedded AI integrating DRP (Dynamically Reconfigurable Processor: Dynamic Configurable Processing) technology. The DRP can increase the image processing speed by more than 10 times as a dedicated hardware in the MPU built into the selected RZ product family. This technology simultaneously combines the high performance and CPU flexibility and expansion capabilities of the hardware solution, adding more chips to the future AI market.
From the previous interview with Times Gang, we learned that if the Future of Rissa encounters a suitable target, it will also choose the acquisition, increase the company's core competitiveness. On the occasion of this industrial change, what will the new CEO's Risa Electronics will go? Let us wait and see!
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