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Posts Tagged ‘Samsung’

The IoT – One size does not fit all

Friday, August 1st, 2014

 

Simon Bloch of Samsung, speaks out from the audience on the IoT, posing some interesting questions for all.

SimonBloch_400_cropped_smallerBloch:  I don’t think that there’s a one-size-fits-all IoT.  There’s going to be segmentation.  And if we end up in technology segmentation it’s going to be in low power, low latency and high bandwidths.  They are going to be applicable to different areas.  But it appears to me that technology segmentation is going to be driven by software, and not necessarily by hardware.

Perhaps one of the better examples is what Apple did just this week (editor’s note: week of June 2, 2014) by connecting two IoT devices –  two operating systems talking to each other.

So there might be multiple technologies or different IOSs for different IoTs. There might be an opportunity in connecting them to a management layer that talks to one another, like in the areas of apps.

So, is there an opportunity for EDA companies?  What is that activity and what is the opportunity to complement the classical EDA?

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Predictions 2014: Simon Bloch of Samsung Electronics on What do EDA and IP vendors need to do in 2014?

Wednesday, January 29th, 2014

Next up in our series is Simon Bloch’s forecast for 2014.  Simon is Sr. Director of Samsung Electronics R&D, in mobile consumer wireless devices.

“The future of electronics is looking bright! Market forecasters predict growth in literally every category of electronic markets ranging from smart mobile and wearable devices, appliances and sensors connected to a network of Internet of Everything to smart connected cars and cities.

In today’s electronics products, sophisticated hardware is becoming insufficient for product success. Many layers of stacked software control the underlying hardware and determine a product’s competitiveness via functionality, performance, power and cost. And while there is always going to be a need to create new semiconductor components and IC companies will need EDA tools, EDA vendors need to expand the view of Electronics and treat software stack as an integrated part of EDA.

There are many opportunities to come up with products in the software stack space around Linux/Android operating systems and in the area of hardware virtualization. Just last month, CyanogenMod, a company that provides Android based software widely used in the mobile industry, secured $23 million in funding from top tier VCs.  CyanogenMod is a software stack product and contains many features not found in Google versions of the operating system.

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Predictions 2012 – Barr on Big…Semi, Foundry, EDA

Wednesday, February 1st, 2012

In 2012, we’ll see tablets and smartphones changing the world.  That’s another way of saying Apple’s moves will have huge implications in semiconductors, foundries and EDA.

Apple’s use of the Samsung foundry has started an arms race between Samsung, TSMC and Global Foundries.  Samsung is ramping up to meet the capabilities and capacity of TSMC.  Intel is being pushed to stay ahead technologically and to consider new business models. Global Foundries continues to work to ramp its yields.

This situation will be good for semiconductor equipment and EDA vendors as well.  Their tools will facilitate the new processes and the link between design and manufacturing.

Another element: in 2012, we’ll see the supply chain continue to consolidate. Why?  The cost to design a complex SoC requires a big budget and a big market opportunity.  Only the largest of semiconductor companies can tackle these designs.  This increasing cost helps the FPGA vendors.

The foundries face increasing technology and capital requirements to move to new process nodes.  Only a few will make it.

The public markets have been closed to EDA companies for a number of years making acquisition the most likely exit for EDA startups.  Apache chose to be acquired by Ansys in 2011.  It has been difficult for a new, large EDA competitor to emerge.  This bodes well for Big EDA in its negotiations with Big Foundry and Big Semiconductor.  In 2012 I believe there are several EDA companies poised to go public.

Who will be the beneficiary of these changes in 2012?  Apple.  Consumers should also benefit as new, leading edge fab capacity will be used to make exciting new devices.

John Barr
Portfolio Manager
Needham Aggressive Growth Fund
Needham Growth Fund

445 Park Avenue
New York, NY  10022
(212) 705-0462

 

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