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 Industry Commentary
Dr. Russ Henke
Dr. Russ Henke
The writer of the following article has posted over 100 articles on EDACafe.com since 2003, in the form of Quarterly Commentaries on the worldwide EDA and EDA IP Industries as well as monthly Editorials covering vendors, products, finances and new developments. Beginning April 2012 these … More »

The EDA and MCAD/MCAE Almanac – Nominal Q1 2012

 
June 24th, 2012 by Dr. Russ Henke


Dear faithful blog reader:
Please take a few minutes of your valuable time to read the June 25, 2012 article, “The EDA and MCAD/MCAE Almanac – Nominal Q1 2012.”

You may reach the new June 25 EDA and MCAD/MCAE Commentary via two different paths:

(1)      Returning to the front page of EDACafe.com, and scrolling down the left-hand column, finding a box with a URL posted with a photo of yours truly, and clicking on the title in the box:

or:

(2)      By clicking here right now on the URL below to go directly to the article:

http://www10.edacafe.com/nbc/articles/view_article.php?articleid=1099325

Enjoy!

New Commentary: Electronics IP Industry – Q1 2012

 
May 27th, 2012 by Dr. Russ Henke


Dear faithful blog reader:
Please take a few minutes and read the May 25, 2012 EDA Commentary.

You may reach the EDA IP Commentary via two different paths:

(1)      Returning to the front page of EDACafe.com, and scrolling down the left-hand column,

finding a box with a URL posted with a photo of yours truly, and clicking on  the title in the box:

or:

(2)      By clicking here right now on the URL below to go directly to the article:

http://www10.edacafe.com/nbc/articles/view_article.php?articleid=1091604


Enjoy!

New Commentary: Morning at the Oasys

 
May 7th, 2012 by Dr. Russ Henke

Dear faithful blog reader: Please take a few minutes and read the May 07, 2012 EDA Commentary. It presents the story pf the origins and recent happenings at OASYS DESIGN SYSTEMS.

While there were two easy ways to reach the OASYS article between May 7 and May 24:

You may reach the EDA Commentary on OASYS via two different paths:

(1)   Returning to the front page of EDACafe.com, and scrolling down the left-hand column, finding a box with a URL posted with a photo of yours truly, and clicking on  the title in the box;

or

(2) By clicking on the URL below to go directly to the article:

 http://www10.edacafe.com/nbc/articles/view_article.php?articleid=1086436

…After May 25, only one easy access remains: See (2) above.

Enjoy!

New Commentary: EDA & MCAD/MCAE Industry Mini-Almanac – Nominal Q4 2011

 
April 23rd, 2012 by Dr. Russ Henke

INTRODUCTION

Whether or not we realize it, some of the EDA and MCAD/MCAE vendors that we have followed in EDACafe.com and MCADCafe.com since 2003 — vendors that tend to represent the economic progress of their respective industrial niches —  have already completed their fiscal first quarters of 2012 and are focusing at this moment the bulk of their operational attention on delivering actual software, service and advice that will characterize their second quarters. Except of course those few hardy souls in the vendors’ accounting departments who are busy with their Q1 2012 sums and the executives who craft quotations for the traditional Q1 quarterly news releases.

Examples spring immediately to mind: Cadence in the EDA world and ANSYS in the MCAD/MCAE world use the regular (Gregorian) calendar for their financial fiscal quarters, and will soon publish their Q1 2012 financials (Cadence on April 25, 2012 and ANSYS on May 03, 2012).

Alas, other leading vendors have chosen fiscal calendars that are different than traditional calendar quarters. For example, EDA vendors like and Mentor Graphics and Synopsys end their quarters a month later than Cadence; likewise, MCAD/MCAE vendor Autodesk ends its quarters a month after ANSYS, Dassault and PTC. Moreover, even when companies start and end their
quarters on the same days, they tend to chose different days for their formal announcements to the press and analysts. Indeed, companies that end their quarters on the same day may start their fiscal years in different calendar quarters may even numerically label their fiscal years differently.

Further delays before the news reaches the public may be introduced by the reporters and analysts who attend the quarterly vendor announcements, but the use of joint telephone conference calls and the Internet have largely eliminated any previous delays from this step. Except of course from news outlets that may have their own news and article production schedules for different reasons. Read the rest of New Commentary: EDA & MCAD/MCAE Industry Mini-Almanac – Nominal Q4 2011

New Commentary: EDA Industry Almanac – Nominal Q4 2011

 
April 3rd, 2012 by Dr. Russ Henke

Dear faithful blog reader: Please take a few minutes and read the April 03, 2012 EDA Commentary. It presents the financial results for Nominal Q4 2011 of the Group of Four EDA Vendors:

                   Cadence                   San Jose. CA
                   Mentor Graphics          Wilsonville, OR
                   SpringSoft, Inc.          Hsinchu, Taiwan
                   Synopsys, Inc.            Mountain View, CA

You may reach the EDA Commentary by returning to the front page of today’s EDA Newsletter, and scrolling down the left-hand column; or by clicking on the URL below to go directly to the article:

http://www10.edacafe.com/nbc/articles/1/1076569/EDA-Industry-Almanac-Nominal-Q4-2011

Enjoy!

New EDA Magazine Article: Electronics IP Industry – Q4 2011

 
March 7th, 2012 by Dr. Russ Henke

Dear faithful blog reader: Please take a few minutes and read the March 5, 2012 EDA Magazine. It presents the financial results for nominal Q4 2011 of the Group of Five Intellectual Property Vendors:

You may reach the EDA Magazine by returning to the front page of today’s EDA Newsletter, and scrolling down the left-hand column; or by clicking on the URL below to go directly to the article:

http://www10.edacafe.com/nbc/articles/view_weekly.php?articleid=1065028&interstitial_displayed=Yes

Enjoy!

Silicon Valley: EDA Magnet! – Part II

 
February 19th, 2012 by Dr. Russ Henke

Introduction to this February 19, 2012 Blog Entry

This writer’s very first BLOG entry ever, initially posted on February 7, 2012, is still visible to readers in the sea of words below. In case you wish to refer to it, the beginning of that blog entry looks like this:

Silicon Valley: EDA Magnet!

February 7th, 2012 by Dr. Russ Henke

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This initial blog entry of February 07 may have looked familiar. That’s because it was copied directly from the EDA WEEKLY of February 06, 2012, the 31st in a series posted in EDACafe.com every four weeks or so by this writer since November 2009.

These identical articles contain profiles of two particular EDA enterprises (Silicon Frontline, Campbell CA & Breker Verification Systems, Fremont CA) drawn to the Silicon Valley by the “magnetic attraction” of this locale.

Alas, space limitations and deadlines for the first profiles caused the profile on Breker to be foreshortened. The remainder of the Breker article describing Breker technology, was to be posted in the subsequent EDA WEEKLY scheduled for March 05, 2012.

But since Breker will be at the DVcon Design & Verification Conference & Exhibition at the Doubletree Hotel in San Jose February 27 – March 01,

we decided to accelerate the posting of the missing Part II piece of the Breker profile in today’s BLOG column.

Enjoy!

Read the rest of Silicon Valley: EDA Magnet! – Part II

National Academies Keck Futures Initiative

 
February 12th, 2012 by Dr. Russ Henke

Late Breaking News

Shortly after press time for posting of the February 6, 2012 EDA WEEKLY, the writer learned that his series of 13 EDA WEEKLY articles in 2011 has been nominated for consideration for an award from the The National Academies Keck Futures Initiative (NAKFI).


NAKFI believes that successful communication is the heart of the Futures Initiative. As such, the annual Communication Awards is an important component of NAKFI. These awards are designed to recognize, promote, and encourage effective communication of science, engineering, medicine, and interdisciplinary work within and beyond the scientific community.

The Keck Futures Initiative—a program of the National Academy of Sciences, National Academy of Engineering, and Institute of Medicine, with the support of the W. M. Keck Foundation—will award prizes in October 2012 to individuals or teams who have developed creative, original work that addresses issues and advances in science, engineering and/or medicine for the general public in four categories: Book; Film/Radio/TV; Magazine/Newspaper; and Online.

Silicon Valley: EDA Magnet!

 
February 7th, 2012 by Dr. Russ Henke


Introduction

Since this writer began the current series of EDA WEEKLY articles back in November 2009, the exploits of publicly-held EDA companies have received the most attention. While the general citizenry may not relate to the existence of most EDA companies, whether large or small, public or private, their names and logos are familiar to most electronics aficionados around the world, especially in locations where the largest EDA suppliers are headquartered.

The west coast of the United States sports the homes of the Big 3 EDA vendors, with Synopsys and Cadence in the San Francisco Bay Area, and Mentor Graphics Corporation in nearby Oregon. Agilent EEsof EDA, likely the fourth largest enterprise in terms of EDA revenue, is in Santa Rosa, CA. Apache, recently acquired by Pittsburgh’s multi-physics MCAE vendor ANSYS, is here in the Bay Area. So too is Autodesk, on the mechanical CAD side, whose HQ is in San Rafael, CA. Hundreds of other design automation firms also flourish here.

While there may be a valid chicken-egg argument to make, the support of world-class universities and a thriving venture capital industry have made Silicon Valley an especially attractive hub of EDA activity, with its highly-agreeable weather year round; spectacular coastal scenery, mountains, National Parks and winter sports only hours away; and need I mention, its liberal political climate.

Sure, it’s expensive to live here and it’s getting more and more crowded, with a morning and evening commute of epic proportions, but there are expanding Bay Area Rapid Transit, light rail, and Caltrain systems and other public transportation available; three major airports; and who doesn’t treasure an occasional automobile trip across the Oakland Bay Bridge or incomparable Golden Gate Bridge to the headlands, redwoods or Napa and Sonoma Valleys?

Yes, living space remains dear (my SF Bay Area house is a fifth the size of our previous dwellings in Oregon or in the Midwest). Our yards are miniscule and neighbors are close. But what neighbors they are! On our little street alone: university professors; television personalities; symphony musicians; a house full of undergraduate students, Master’s and PhD candidates; post-docs; physicians; apartment dwellers; a family of two daddies, one mommy and a beautiful baby; Nobel Laureates; and professional people from everywhere in the world!

Let’s not forget the even larger population of private EDA enterprises, many of which are formed here by ex-employees of the largest public EDA vendors. Many private EDA companies are started in Silicon Valley from scratch by people who arrive just for that reason. And frequently, private companies begun elsewhere eventually move their headquarters here.

To move the needle back toward a balance between private and public EDA vendors covered in the EDA WEEKLY by this writer, for February 2012, we choose two private companies from the categories mentioned above: Silicon Frontline Technology, Inc. and Breker Verification Systems, Inc.

Enjoy!

Read the rest of Silicon Valley: EDA Magnet!

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