TSMC 230TSMC is rushing to produce 10's of millions of chips for the next iPhone, taking up nearly all their 2018 capacity at the new 7 nm node. Qualcomm and possibly Huawei have the chips at an advanced stage of design and should have sample chips in the next few months.

Rick Merritt at EE Times reports, "TSMC is in volume production of 7-nm chips today with more than 50 tapeouts expected this year. It’s making CPUs, GPUs, AI accelerators, cryptocurrency mining ASICs, networking, gaming, 5G, and automotive chips."

.

Rick adds, "The new normal for performance gains and power reductions generally fall in a 10% to 20% range, a reality that makes the new packaging and specialty processes increasingly important." In other words, Moore's Law ain't dead but it's slowing down. TSMC is already building the 5 nm plant and taking delivery of EUV lithography gear. Both TSMC and Samsung have committed to $20B 3 nm fabs early next decade.

The first millimeter wave chips are likely to be power-hungry and may run hot. Linley estimates it will require as much as 10X the processing power as early LTE chips. The radio frequency front end will need to work from 600 MHz to 30 GHz or more. Carriers will require many more bands, puching the state of the art. Thousands of engineers are required.

TSMC's next five years

In 2019, TSMC expects to produce 10's of millions of seven nanometer chips, maybe more. Some will be made with EUV lithography.  Numerous inprovements will come. They say, "Compared to its 10nm FinFET process, TSMC's 7nm FinFET features 1.6X logic density, ~20% speed improvement, and ~40% power reduction. TSMC set another industry record by launching two separate 7nm FinFET tracks: one optimized for mobile applications, the other for high performance computing applications."

5 nm "risk production" is expected late in 2019. "MC's 5nm Fin Field-Effect Transistor (FinFET) process technology is optimized for both mobile and high performance computing applications. It is scheduled to start risk production in the second quarter of 2019. Compared to its 7nm FinFET Plus process, TSMC's 5nm FinFET adopts EUV Lithography for more critical layers to reduce multi-pattern process complexity while achieving aggressive die area scaling." Merritt expects, "Compared to the initial 7 nm without EUV, the 5-nm node promises a 1.8x greater density than 7 nm. However, it is only expected to reduce power by up to 20% or raise speeds by about 15%, perhaps 25% using Extremely Low Threshold Voltage (ELTV),"

 6G anyone?

 

dave ask

Newsfeed

The 3.3-4.2 spectrum should be shared, not exclusively used by one company, concludes an important U.S. Defense Innovation Board report. If more wireless broadband is important, sharing is of course right because shared networks can yield far more

It does work! Verizon's mmWave tests over a gigabit in the real world. 
The $669 OnePlus 7 Pro outclasses the best Apples and probably the new Galaxy 10 or Huawei P30 Pro. Optical zoom, three cameras, liquid cooling, Qualcomm 855 and more.
Korea at 400,000 5G May 15. Chinese "pre-commercial" signing customers, 60,000-120,000 base stations in 2019, million+ remarkable soon. 
5G phones Huawei Mate 20, Samsung Galaxy 10, ZTE Nubia, LG V50, and OPPO are all on sale at China Unicom. All cost US$1,000 to 1,500 before subsidy. Xiaomi promises US$600.
Natural monopoly? Vodafone & Telecom Italia to share 5G, invite all other companies to join.
Huawei predicts 5G phones for US$200 in 2021, $300 even earlier
NY Times says "5G is dangerous" is a Russian plot. Really.
Althiostar raised US$114 million for a virtual RAN system in the cloud. Rakuten, Japan's new #4, is using it and invested.
Ireland is proposing a US$3 billion subsidy for rural fibre that will be much too expensive. Politics.
Telefonica Brazil has 9M FTTH homes passed and will add 6M more within two years. Adjusted for population, that's more than the U.S. The CEO publicly urged other carriers to raise prices together.
CableLabs and Cisco have developed Low Latency XHaul (LLX) with 5-15 ms latency for 5G backhaul,  U.S. cable is soon to come in very strong in wireless. Details 
Korea Telecom won 100,000 5G customers in the first month. SK & LG added 150,000 more. KT has 37,500 cells. planning 90% of the country by yearend. 
The Chinese giants expect 60,000 to 90,000 5G cells by the end of 2019.
China Telecom's Yang Xin warns, "Real large-scale deployment of operators' edge computing may be after 2021." Customers are hard to find.
Reliance Jio registered 97.5% 4G availability across India in Open Signal testing. Best in world.

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Welcome On Oct 1, 2019 Verizon turned on the first $20B 5G mmWave network with extraordinary hopes. The actual early results have been dismal. Good engineers tell me that will change. Meanwhile, the hype is unreal. Time for reporting closer to the truth.

The estimates you hear about 5G costs are wildly exaggerated. Verizon is building the most advanced wireless network while reducing capex. Deutsche Telekom and Orange/France Telecom also confirm they won't raise capex.

Massive MIMO in either 4G or "5G" can increase capacity 3X to 7X, including putting 2.3 GHz to 4.2 GHz to use. Carrier Aggregation, 256 QAM, and other tools double and triple that. Verizon sees cost/bit dropping 40% per year.

Cisco & others see traffic growth slowing to 30%/year or less.  I infer overcapacity almost everywhere.  

Believe it or not, 80% of 5G (mid-band) for several years will be slower than good 4G, which is more developed.