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Archive for March, 2016

EDAC’s Quarterly Report: Going forward, make Segars sell it

Thursday, March 24th, 2016

 


Luckily, there wasn’t time this week to speak by phone
with Mentor Graphics CEO Wally Rhines. After all, who wants to hear bad news in person: EDA has turned south.

Here’s the quote from Rhines included in EDAC’s press release discussing their Market Statistics Service report for Q4_2015:

“After 23 consecutive quarters of growth, the EDA Industry revenues declined slightly in the fourth quarter, compared to a particularly strong Q4 2014. However, industry revenue increased 5 percent for calendar 2015 compared to 2014, and the semiconductor IP and services categories increased in Q4. Geographically, the Asia Pacific region continues to grow, while other regions saw modest declines this quarter.”

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EDAC: What’s in a name?

Wednesday, March 9th, 2016

 


EDAC has decided to change its name. At last.
What the new name will be, most do not know, but you can find out over some food and a glass of wine or beer on Wednesday evening, March 30th, at the Consortium’s headquarters on Zanker Road in San Jose.

Lots of people have been pointing out for a long time that membership in the EDA Consortium includes some of the biggest names in IP, not to mention embedded software, so not reflecting that reality in the organization’s name is pretty nonsensical. In fact, two recent blogs here on EDACafe specifically address the issue.

The first one is titled: “Answer’s nope: Should EDA Consortium become IP Consortium?” [September 30, 2015].

In this blog, I asked Mentor Graphics CEO Wally Rhines: “Aren’t the IP companies on the verge of overshadowing the size and impact of the EDA companies in the EDA Consortium. So much so, it seems like it’s time to change the name to the IP Consortium.”

Rhines responded, “It will never be the case that it’s all EDA or all IP. In fact, IP revenue is only one-third the size of the market tracked by MSS today. The other two-thirds is traditional EDA.

“Even ARM — although their market cap is $20 billion — their revenue is just about the same as Mentor’s. The EDA industry is a long way from being dominated by the IP industry, plus we’re in a very prosperous period in EDA. We’ve got 22 nanometers, 14, 10, 7 all working at the same time, so we’re meeting customer demands at all of these nodes.”

Last September, Dr. Rhines appeared distinctly underwhelmed by the argument that it’s time to change the Consortium’s name.

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