By Jeff Dorsch, Contributing Editor
The second day of the InvenSense Developers Conference saw presenters get down to cases – use cases for sensors.
There were track sessions devoted to mobile technology and the Internet of Things, with the latter featuring presentations on industrial and automotive applications, smart homes and drones, smartphones and tablet computers, and wearable electronics. InvenSense partner companies had their own track on New Technologies, fitting into the conference’s “Internet of Sensors” theme.
One of the presentations that wrapped up the conference on Wednesday afternoon (November 18) was given by Pim Tuyls, chief executive officer of Intrinsic-ID, the Dutch company that worked with InvenSense to develop the TrustedSensor product, a secure sensor-based authentication system incorporating the FireFly system-on-a-chip device.
TrustedSensor will be shipped to alpha customers in the first quarter of 2016 and will go out to beta customers in the second quarter of next year, according to Tuyls. “This is real,” he said.
The Intrinsic-ID founder briefly reviewed the company’s history, to start. It was spun out of Royal Philips in 2008 and is an independent company with venture-capital funding, Tuyls noted.
Intrinsic-ID was founded to provide “cyber physical security based on physically unclonable function,” or PUF, Tuyls said. “We invented PUF,” he added. “It has been vetted by security labs and government agencies,” among other parties.
Taking “The Trusted Sensor” as his theme, the Intrinsic-ID CEO said, “Sensors are the first line of defense. You want to make sure you can provide a certain level of security.”
It is critical to achieve “the right balance” in designing, fabricating, and installing sensors, with security, flexibility, and low footprint among the key considerations, according to Tuyls.
While whimsically describing PUF as “a magic concept,” Tuyls noted, “Chips are physically unique,” with no two completely alike due to manufacturing processes.
PUF can “extract a crypto key from any device,” he added. “You can authenticate any device.”
Intrinsic-ID has tested the PUF technology with a wide variety of silicon foundries, Tuyls said – namely, Cypress Semiconductor, GlobalFoundries, IBM, Intel, Renesas Electronics, Samsung Electronics, Taiwan Semiconductor Manufacturing, and United Microelectronics. It has been implemented by Altera, Microsemi, NXP Semiconductors, Samsung, and Synopsys, he added, and process nodes ranging from 180 nanometers down to 14nm have been tested.
Tuyls concluded by emphasizing the importance of sensor security for the Internet of Things. “We should not wait; we should not try to save a few cents,” he said. “It is important, but it is hard.”
Earlier in the day, attendees heard from Sam Massih, InvenSense’s director of wearable sensors. “There’s a wearable solution for every part of the body,” he commented.
“Step count isn’t enough,” Massih said. “You need context for data.” He cited the example of a user who goes to the gym three times a week and spends an hour on the elliptical trainer machine for one hour on each visit.
“That’s data that can be monetized,” he said.
InvenSense announced last month that it would enter the market for automotive sensors. Amir Panush, the company’s head of automotive and IoT industrial, said in his presentation, “Sensors need to be smart enough.”
The megatrends in automotive electronics include the use of motion sensors for safety in advanced driver-assistance systems (ADAS), the smart connected car, and tough emission restrictions, according to Panush.
“We have signed a deal with a Tier One partner,” Panush said, meaning a leading automotive manufacturer, without identifying the company. “We are ramping up internal R&D in automotive.” InvenSense is presently opening design centers focusing on the $5 trillion automotive market, he added.
InvenSense was founded in 2003 and went public in 2011. The company posted revenue of $372 million in fiscal 2015 with a net loss of $1.08 million (primarily due to charging $10.55 million in interest expense against net income), after being profitable for the previous four years. InvenSense gets more than three-quarters of its revenue from mobile sensors and has a growing business in IoT sensors.
Customers in Asia accounted for 63 percent of the company’s fiscal 2015 revenue, according to InvenSense’s 10-K annual report. The company spent $90.6 million on research and development, representing about 24 percent of its net revenue.
GlobalFoundries and TSMC make nearly all of InvenSense’s wafers. Assembly packaging of its microelectromechanical system (MEMS) devices and sensors is outsourced to Advanced Semiconductor Engineering, Amkor Technology, Lingsen Precision Industries, and Siliconware Precision Industries.
The company had 644 employees as of March 29, 2015, with nearly half of them involved in R&D.
STMicroelectronics is InvenSense’s primary competitor for consumer motion sensors, the 10-K states, while the company also competes with Analog Devices, Epson Toyocom, Kionix, Knowles, Maxim Integrated Products, MEMSIC, Murata Manufacturing, Panasonic, Robert Bosch, and Sony.