Analog Drivers of BCD Nodes

[Schottky-Contact]

In Tom Dillinger's blog,
TSMC 2022 Technology Symposium Review – Process Technology Development

there's a bullet on PMIC.

• + power management ICs (PMIC)
  • + based on bipolar-CMOS-DMOS (BCD) devices: 40BCD+, 22BCD+
  • + for complex 48V/12V power domains
  • + requires extremely low device R_on

Many foundries/IDMs are stuck-at a BCD node.
Either the capital expenditure is prohibitive or the market opportunity is limited by the competitors at the ’next node’.

I’m curious to learn more about what drives “analog circuit migration” to the next node.
(e.g. - Moving from 130nm to 90nm; Also - what needs 40/28nm BCD?)

It’s clear with enough digital content, the PMIC or component will pursue the node that provides a cost-effective die size.

Regards,
Darin