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Archive for August, 2012

Renesas on SpyGlass Physical

Monday, August 20th, 2012

 

 

Yasushi Ozaki, Director of Engineering Department overseeing product design and Development, at Renesas, spoke at the Atrenta Technology Forum First inYokohama.  This is Tech-On’s coverage of his presentation and his evaluation of SpyGlass Physical, which is an EDA tool for estimating chip area and logic depth at the RTL stage:

http://www.nikkeibp.co.jp/article/news/20120720/316569/

 

 

 

 

Lee PR does work for Atrenta

 

NextOp and Springsoft…..Mike Demler wraps it up for us

Wednesday, August 8th, 2012

We’ve heard from Jim Hogan and Gary Smith on recent acquisitions.  Now industry analyst Mike Demler weighs in.

Ed:   What does the Atrenta acquisition of NextOp and the Synopsys acquisition of Springsoft mean to EDA?

Mike:  It probably goes without saying that these two acquisitions are very different, both in their objectives and impact on the industry. The bottom line on the NextOp acquisition is that it represents strategic maneuvering by Atrenta as they attempt to emerge from their 10-year gestation period, which is generally the limit for VC-funded startups. I provide a more detailed analysis in an Analysis Brief, which is available from the EE Daily News.

The Synopsys-Springsoft acquisition may finally fill the hole in analog/custom implementation that Synopsys has had. When the Laker tools came on the landscape, they immediately gave Cadence some competition for Virtuoso. Synopsys has never been able to accomplish that with Galaxy Custom Designer, nor its predecessor (Cosmos).

Ed:  What sort of new day does it herald for EDA?

Mike:  As far as meaning to the EDA industry overall, again there are two different answers. For Atrenta-NextOp, this serves as a bellwether for the entire group of ~10-year old EDA startups. What are their exit strategies?

For Synopsys-Springsoft, the answer is more complex, and goes beyond the immediate impact in the analog/custom design space. With ~$1B in acquisitions in less than a year, Synopsys is looking more and more like a huge EDA conglomerate. They are separating themselves further from the 2nd and 3rd place companies, at least in terms of size. The industry dynamics will inevitably change as a result.

Ed:  What’s the significance?

Mike:  In a nutshell – the EDA industry continues to shrink. Acquisitions mean lost jobs. With 10-years or more now the norm to grow an EDA company, other industries look more attractive, both for capital investment and for skilled engineers.

 

 

Lee PR does work for Atrenta

Gary Smith on NextOp, now Springsoft

Tuesday, August 7th, 2012

Yesterday we heard from Jim Hogan on the NextOp acquisition.  Today Gary Smith chimes in on NextOp and the recent Springsoft buyout.

Ed:  What do the Atrenta acquisition of NextOp and the Synopsys acquisition of Springsoft mean to EDA?

Gary:  Technology wise the Atrenta acquisition means that the Silicon Virtual Prototype is becoming a reality.  Business wise it could be the start of the roll-up in the middle.

Springsoft was always a possible roller-upper but generally thought of as a long shot because of theirTaiwanheadquarters.  Springsoft certainly makes Synopsys stronger, especially with the Laker analog product, but doesn’t affect the SVP or the RTL sign-off tool market.  Debug is just being rolled up into the simulator.

Ed:  What sort of new day does it herald for EDA?

Gary:  With the creation of the SVP we now have the RTL sign-off established. This then is the breakpoint between design and implementation, just as the gate-level netlist was in the past.  This will free up a large group of designers, and enable a new larger group of designers, which in-turn will cause the explosion of new systems development.

Ed: What’s the significance?

Gary:  Growth, opportunity, money; the usual stuff.

 

 

 

 

Lee PR does work for Atrenta

 

 

 

Hogan on Atrenta’s grab

Monday, August 6th, 2012

 

We’ve seen several acquisitions in the past month or so…and wanted to get a sense of what these purchases might or might not indicate about where EDA is going.   So we went to the premier visionary and investor to get his take on how the EDA world will be affected by this apparent consolidation.

Ed:  What do these acquisitions over the past month or so mean to EDA?

Jim:    I like the Atrenta NextOp acquisition for several of points of view.  In my world mergers are successful in EDA if:

1. there is no product overlap

2. the sales channel can immediately sell the product.  Usually this means that the AEs support it or at least will be product within 30 days of purchase.

There is a ton of synergy with the Atrenta sales channel. This is important to ensure the ROI is met, typically a two to three year process.

3. customers support the merger.  In other words, they see that the product is going to be continued to be supported with R&D and AEs.

4. the team remains at least two years to ensure intellectual property transition. In the case of Atrenta and NextOp,  I believe all conditions are being met.  Thus I expect a successful integration of NextOp and ROI.

In addition it speaks to Atrenta’s forward progress to being an IPO candidate.  One issue for EDA is that companies exiting over the last ten years have been through acquisition.     If we can see an IPO of a well-run and well-performing company, it attracts the attention of shareholders but also ensures an exit other than acquisition for other EDA companies. This will attract investors and thus we’ll see startups funded.  This is a win-win for the entire ecosphere including customers.

I believe one of the key ingredients in an EDA company going public  besides top line revenue of greater than $50m with 25% CAGR and margin of $10m or greater  is the ability of the management team to acquire and integrate complementary startups.  With Atrenta acquiring NextOp, I believe they are on their way.

Good luck to them because their IPO will be good for EDA by bringing excitement and notice to the sector.

 

 

 

Lee PR does work for Atrenta

 

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