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MCU+: A Complete Breakthrough

MCU+: A Complete Breakthrough

In the past two years, the MCU market faced significant shortages, leading to the emergence of many new players. Since MCUs are often pin-to-pin compatible, their functional architectures are generally similar, causing manufacturers to compete primarily on price. However, pure price competition does not truly secure market advantage, prompting MCU manufacturers to rethink their strategies.

“MCU+” is the main differentiation strategy now. As the name implies, it involves extending the capabilities of MCUs to include AI, sensing, communication, encryption, and other functions, creating a more comprehensive solution and enhancing product competitiveness.

Some manufacturers integrate MCUs into a System on Chip (SoC), while others coordinate with other products. Essentially, anything can be added after the “+” sign, depending on the manufacturer’s understanding.

As MCU market competition intensifies, MCU+ is increasingly becoming the mainstream.

01. MCU+AI

Before the advent of large AI models, the concept of edge AI already existed in the industry. As AI functionalities become more powerful, integrating AI into MCUs to achieve edge-side single-chip solutions has become a new trend.

However, adding AI/ML capabilities to low-power MCUs without significantly increasing power consumption is a major challenge. Several solutions are available, including those related to algorithms and hardware.

Models running on MCUs differ from those on GPUs, typically using TinyML. TinyML is a subset of machine learning with power consumption in the milliwatt range. TinyML workloads are very simple, requiring much less memory and processing power than advanced AI like facial recognition, often sacrificing image processing quality for lower power consumption. Generally, small-scale algorithms can be handled by the MCU’s DSP or floating-point unit (FPU) without much optimization in efficiency.

To run TinyML, Arm introduced processor cores specifically designed for this task, such as the Arm Cortex-M55, which uses Arm’s Helium technology to perform arithmetic operations in parallel, achieving GPU-like operations on a smaller scale. Thus, the Cortex-M55 is better at handling AI workloads than typical cores but still increases power consumption.

When MCUs need to run larger AI algorithms, many manufacturers add NPUs to the hardware to enhance AI/ML performance. For example, Arm’s Ethos-U microNPU significantly improves Cortex-M core performance, serving as an AI/ML accelerator for embedded IoT devices, allowing AI/ML computations to run directly on this new microNPU architecture, far more efficient than Cortex-M MCUs.

AI-enabled MCU products have exploded in the past two years.

NXP was an early adopter of NPUs in MCUs, launching the MCX N microcontroller series in 2022. This platform combines the strengths of LPC and Kinetis general-purpose MCUs with an NXP-developed hardware NPU to accelerate edge AI computations. The NPU acts as an AI computation coprocessor for the CPU with dedicated computational channels.

ST has also targeted NPUs, launching the first general-purpose MCU with an in-house NPU hardware processing unit, the STM32N6, in 2022, with a computing power of 0.6 TOPS. It also integrates new IP and video peripherals, such as MIPI CSI cameras, machine vision image signal processors (ISPs), H.264 video encoders, and Gigabit Ethernet controllers supporting Time-Sensitive Networking (TSN) endpoints.

Infineon’s latest products support the Arm Helium DSP instruction set and the Arm Ethos-U55 NPU. The newly launched PSoC Edge MCU series includes the E81, E83, and E84, featuring Helium and NPU along with Infineon’s ultra-low-power NNLite hardware accelerator for neural network acceleration.

Renesas achieves performance with powerful cores. Its new RA8 series MCUs use the Arm Cortex-M85 core based on the Arm v8.1M architecture with a 7-stage superscalar pipeline, providing additional acceleration for computationally intensive neural network or signal processing tasks. The Cortex-M85, equipped with Helium (Arm M-Profile Vector Extension), is the highest performing Cortex-M core.

ADI has focused on edge AI since 2020, integrating CNN accelerators directly into MCUs. For instance, its ultra-low-power AI MCU MAX78000, launched in 2023, features a built-in hardware CNN, dual microcores, memory, SIMO, and multiple communication interfaces, enabling AI inference at very low energy levels.

02. MCU+Analog

Integrating analog signal chain capabilities into MCUs is not new but started early in the motor control field, with MCUs incorporating drive modules over ten years ago. Strong analog performance is a key factor in evaluating MCUs.

Manufacturers are now integrating more analog capabilities into MCUs, with some developing fully integrated solutions, combining more hardware and algorithms for a one-stop solution.

TI has long adhered to the principles of “MCU+analog” and “MCU+sensor,” introducing products like the PGA900 with a 24-bit ADC and Cortex-M0 core over a decade ago. Recently, the M0+ MCU MSPM0 includes TI’s characteristic analog peripherals, such as a 12-bit ADC, two zero-drift, zero-crossover distortion op-amps.

ST, with over 20 years in industrial motor control, offers the STM32C0 series, replacing 8-bit/16-bit MCUs, and the entry-level STM32G0 series with built-in 12-bit ADCs, DACs, and comparators. The STM32G4 series integrates multiple 12-bit ADCs, DACs, high-speed comparators, and programmable op-amps, designed for advanced motor control. The high-performance STM32H5 series provides scalable security features for all application needs, while the high-end STM32H7 series achieved the highest benchmark score for Cortex-M-based microcontrollers, with a CoreMark score of 3224.

NXP’s new-generation motor control MCU S32K396 forms a new-generation motor controller solution with advanced core components (e.g., SBC, Driver).

Renesas introduced the RX23E-B MCU in November 2023, aimed at high-end industrial sensor systems. This new MCU integrates a 24-bit Delta-Sigma A/D converter with a conversion speed of 125 kSPS, 8 times faster than existing RX23E-A products, integrating the AFE and MCU into a single chip, reducing system size and component count.

Chinese manufacturers have their interpretations of MCU+analog.

Chipsea Technology, leveraging over 20 years of expertise in the “analog signal chain + MCU” dual platform, focuses on core fields like ADAS, chassis, and cockpit. For example, the CS32F036Q is an automotive-grade MCU for body control applications, certified by AEC-Q100, offering a complete solution including MCU, ADC, and analog front-end (AFE).

YuanNeng Core focuses on integrated designs of MCU+Driver+MOSFET, targeting intelligent power systems. Its fully integrated flagship product MYi0002V0405 combines MCU, Driver, and MOSFET, reducing board area by at least 50%, solving issues like volume, placement, and heat dissipation. It is widely used in fans, small water pumps, and automotive thermal management systems. The company emphasizes that the MCU in its MetaOne platform for intelligent power systems is essentially free for customers, with a comprehensive solution provided.

03. MCU+Sensing

If MCUs are the brains of electronic products, sensors are the senses. The integration of the two is increasingly emphasized by manufacturers.

The sensors discussed here are not the temperature sensors commonly integrated within MCUs (for monitoring the MCU’s own chip temperature and health), but sensors integrated for specific applications.

Since around 2014, the combination of “MCU+sensors” has become mainstream. However, most solutions provided by manufacturers separate MCUs and sensors because “MCU+sensors” are not yet mainstream in SoC and SiP fields. Currently, the separation of MCUs and sensors offers more flexibility.

SICMicro’s MCU+ approach involves integrating capacitive sensors into MCUs for specific applications like touch, automotive lighting, motors, and wireless charging. The CVM012x series integrates 19 channels of self-capacitance detection, equipped with 12-bit ADCs for enhanced capacitance detection accuracy. These automotive-grade MCUs support Active Shielding technology for better touch waterproofing, far exceeding conventional product range levels.

The biggest challenge in integrating MCUs and sensors lies in the process, especially with popular MEMS sensors. Due to differences in MEMS and MCU processes, and the relatively late start of MEMS technology domestically, integrating them into SoCs adds complexity. However, for easier-to-integrate areas like accelerometers and gyroscopes, several companies have already achieved SoC integration, potentially becoming a starting point for domestic enterprises.

04. MCU+Wireless

MCU+wireless is the hottest field recently, with intense competition primarily around Bluetooth 5.4 and Matter.

NXP’s latest MCX W series, based on Arm Cortex-M33, includes a range of pin-compatible multi-protocol wireless MCUs supporting Matter, Thread, BLE, and Zigbee. The MCX W72x series adds Bluetooth channel sounding, featuring NXP’s positioning calculation engine for accurate, secure positioning.

In November 2023, Infineon launched the AIROC CYW5551x Wi-Fi 6/6E and Bluetooth 5.4 dual solution, expanding its AIROC product line. This multifunctional series offers 1×1 Wi-Fi 6/6E connectivity and advanced ultra-low-power Bluetooth connectivity, optimized for smart home, industrial, wearable devices, and other small IoT applications.

In March 2024, ST introduced the STM32WBA5 series microcontrollers, integrating Bluetooth 5.4 LE, Zigbee, Thread, and Matter protocols for concurrent connections with various IoT devices.

Espressif Technology has a high market share in wireless communication MCU chips, particularly in Wi-Fi MCUs. Espressif’s open-source software architecture and stable AIoT solutions provide leading wireless connectivity, voice interaction, and facial recognition services to hundreds of millions of users worldwide. In April 2024, Espressif launched the ESP32-H4 with the latest Bluetooth 5.4 integration.

05. MCUs Gradually Becoming SoCs

Today’s MCUs, with increasing functionality, resemble SoCs more closely while maintaining their low-power characteristics. Therefore, it is still appropriate to call them MCUs.

In conclusion, to stand out in the competitive MCU market, manufacturers must offer differentiated functions and more comprehensive integrated solutions, accelerating product time-to-market and resonating better with MCUs.

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MCU+: A Complete Breakthrough

MCU+: A Complete Breakthrough In the past two years, the MCU market faced significant shortages, leading to the
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