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Ed Lee
Ed Lee
Ed Lee has been around EDA since before it was called EDA. He cut his teeth doing Public Relations with Valid, Cadence, Mentor, ECAD, VLSI, AMI and a host of others. And he has introduced more than three dozen EDA startups, ranging from the first commercial IP company to the latest statistical … More »

Predictions 2014: Angel Orrantia, of VC SKTA Innopartners, on the revitalized semiconductor ecosystem.

 
January 19th, 2014 by Ed Lee

Next up in our series of 2014 forecasts we have the sage predictions of Angel Orrantia, Business Development Director at SKTA Innopartners LLC….

“Aside from some massive players, the rest of the chip industry has been forced to adopt capital light business models.  Simultaneously, we’re seeing the mask costs making advanced nodes prohibitively expensive.

While some new startups are going the pure IP route, getting customers for that IP is going to require working silicon at some point.  As startups are increasingly pushed to reduce their costs, first time working silicon is a must.  The EDA tools are increasingly relied upon to test the complete chip and provide simulation data such that the firmware can be concurrently developed.  Some technical innovation is obviously required to make that possible.  Moreover, new business models need to be developed to make the tools accessible to financially strapped startups.

On the IP front, we’re seeing a trend toward open source in the chip development domain.  This is a crucial step for the industry to accelerate chip development cycles.  Of course, open source presents its own set of challenges, but luckily some of those issues have been resolved by the software industry.”

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