What Would Joe Do?

Posts Tagged ‘EDAC’

Rhines: EDAC’s Numbers as The World Turns

Thursday, July 17th, 2014

 

Once again EDAC’s Market Statistics Service has released quarterly results for the EDA and IP industries, and once again Mentor Graphics CEO Wally Rhines has taken time to debrief the press on the numbers. When we spoke by phone on July 15th, Rhines started with a qualitative eval of the financial situation in Q1_2014, and moved from there to answer several longer-range questions about autos and today’s troubled world.

“The first quarter of 2014 was good for the industry, but not great,” he said. “With overall growth of 4.6 percent, year over year, it was a good quarter with the highlight being logic design was up a solid 6.6 percent. Other than that, there was not a lot else [remarkable in EDA].”

“Steady, but not glamorous, for Q1?” I asked.

Rhines said, “Yes, steady as she goes in EDA. The IP business, however, was up strongly in Q1, driven up by results from the non-reporting companies, not members of EDAC. We collect public info from non-reporting IP companies such as ARM, Imagination Technologies, MIPS, Rambus [and Synopsys], and we can see overall that the IP business [exhibited] 10-percent growth, quarter over quarter, Q1_2013 to Q1_2014.”

He added, “The bigger trend [visible in] the current MSS report is that all of the world is showing strong [sales], except Japan which is very weak, down 19 percent in contrast to Asia Pacific, which is up 13.5 percent.

“You should also note that North America and Europe are quite strong, up 7 percent or more.  Japan is well below those regions as well. Japan used to be a big part of the total [numbers for the industry], substantially larger than the Asia Pacific Region, but now the Pac Rim is twice the size of the Japanese market.”

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Phoenix Rising: Gary Smith at DAC

Thursday, May 29th, 2014

 

Like a phoenix rising from too-early reports of a reduced participation in life, the legendary Gary Smith has created a schedule of appearances at the 51st Design Automation Conference in San Francisco that would fell a man half his age. Every time you turn around at Moscone Center next week, or the Intercontinental Hotel before that, you’ll be face-to-face with events featuring the Guru Extraordinaire of EDA.

Sunday evening from 5:00 pm to 5:30 pm, Gary will yet again ring the opening bell at DAC, this year in Ballroom A of the Intercontinental Hotel across the street from Moscone. I’m putting good money on a bet that Gary will be on stage there in his best Tropical Whites, accompanied by slides, predictions, and previews of the Next Epoch in EDA and his Pavilion Panel the next day.

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M&A: It’s Jasper to Cadence, at last …

Monday, April 21st, 2014

 

In the moments prior to Cadence’s quarterly earnings call this afternoon, the company released news of the acquisition of Jasper Design Automation for $170 million, less $24 million in cash, and a small tremor rippled out across the EDA Nation.

Paraphrasing Cadence CEO Lip-Bu Tan in the early minutes of his 5pm ET earnings call: We are very pleased to announce a definitive agreement to acquire Jasper Design Automation. This will help us to further meet our customers’ needs for more advanced verification solutions, particularly today as verification now represents 70% of the cost of SoC development. Together, Cadence and Jasper can move forward, offering the strong formal verification solutions leading customers need. In addition, Cadence is also very pleased to be bringing on board the strong team at Jasper, a team with excellent real-world experience.

All good stuff, yes? So why any tremors in our beloved little EDA Nation?

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M&A: Mentor acquires BDA

Friday, March 21st, 2014

 

It’s Friday afternoon and spring is busting out all over, so why would anyone want to sit on a conference call and talk about EDA? Well, if you were Ravi Subramanian, President and CEO of Berkeley Design Automation, you would. The company he leads has just been sold to Mentor Graphics and today’s his day to celebrate the feat with the press.

I spoke with Ravi for 20 minutes this afternoon and remembered straightaway why he is the real thing. Well spoken, fully informed, and completely disciplined in his presentation, still his extreme delight with the acquisition was in full view as he patiently fielded my questions.

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Costello & Carlson: Buckle your seat belt …

Thursday, January 23rd, 2014

 

Long, long ago in a galaxy far, far away the EDA Empire began and quickly coalesced into several big players and a band of plucky startups constantly attempting to compete and stay viable.

Back in that halcyon era, Rick Carlson and Dave Millman decided to get those startups to pull as one, to try to keep the industry open and progressing, to protect the EDA industry as a place where new ideas could see the light of day and offerings from small companies could compete on a level playing field against those from the big players.

To do that, Rick and Dave came up with the idea for a consortium of Independent Design Automation Companies, IDAC, and put out the word to like-minded colleagues that this new group would benefit everybody. Creating IDAC proved more difficult than they had hoped, so letting pragmatism rule the day they approached Joe Costello for help, then CEO of Cadence, even though that meant working with one of the ‘big guys’ and hence, EDAC came to fruition.

To hear the rest of the story per Rick, recounted in a phone call in December, click here.

To hear the story recounted by Joe Costello, read below. I spoke with both Joe and Rick together on a conference call in mid-January.

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Revolution from within …

Joe began: “Rick told me he’s concerned that in his recent conversation with you about the history of EDAC, he may have sounded too harsh. I said that’s not possible, because the truth about the industry is quite harsh. Just thinking about it makes my blood boil.

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IDAC: What EDAC might have been

Wednesday, January 22nd, 2014

 

Before there was EDAC, there was IDAC. But before there was IDAC, there was just DA – Design Automation without Community or Consortium. The EDA industry consisted of a small number of large companies controlling the conversation, and a larger number of smaller companies who thought that if they linked hands they could do it better. It was Rick Carlson and Dave Millman who decided in 1986 to bring that group of small companies together to create IDAC, which stood for Independent Design Automation Companies.

According to Carlson, speaking on a recent phone call, “We wanted to get the small independent companies to work together in a cooperative way to deliver a solution, a flow, that was equal to or better than the big companies. And because even then, the leading-edge algorithms always came out of these small startups, we thought we had good solutions that the customers would appreciate.

“But there was a deeper, more fundamental issue that we hoped to solve by creating IDAC and that was how to grow the industry and foster innovation, whether in through a startup or an established player.”

Things didn’t work out exactly like Carlson and Millman had hoped for.

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Jasper DA: What the Future Holds

Thursday, December 12th, 2013

 

At a recent tech conference in Silicon Valley, I had a chat with a long-time EDA player; let’s call him Elmer. The conversation came around to Jasper Design Automation and conjectures as to what’s ahead for the company. I recounted a small compare and contrast.

At the 2008 February EDAC CEO Forecast Panel, Jasper CEO Kathryn Kranen was on stage along with Synopsys CEO Aart de Geus, Mentor CEO Wally Rhines, and then-Cadence CEO Mike Fister. During the panel discussion, Kranen criticized the Big EDA companies on the panel for their ‘all you can eat’ business strategies – the big companies providing less-than-best-in-class point tools for free to customers who purchased their anchor products, which Kranen said made it nearly impossible for the smaller companies to compete.

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Good times: EDAC says Q1_2013 a solid success

Wednesday, August 7th, 2013

 

Well, it looks like the industry has done it again, delivering good growth over a recent quarter. The Press Release issued by EDAC’s Market Statistics Service on August 6th detailed the numbers for Q1_2013: 8.1% growth overall, including 23.8% growth in Services, 20.2% growth in IP, and (a bit less glam) 2.4% growth in EDA. Interesting.

Meanwhile, Dr. Wally Rhines continues to contribute to the industry by making himself available for conversation about the MSS numbers as they are released each period, clarifying as always that his comments are on behalf of EDAC and do not reflect his role as CEO of Mentor Graphics. When I spoke by phone with Rhines earlier this week, I asked him if we can anticipate industry results for all of 2013 by looking at the Q1 numbers.

He said no, EDAC numbers do not portend the future, they only aggregate the results from the past. To know more about the future of the industry, Rhines referred me to the four visionary keynotes given at DAC by Synopsys’ Aart de Geus, Cadence’s Lip-Bu Tan, Jasper’s Kathryn Kranen and Rhines’ own talk.

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DAC 2013: Austin City Limits

Thursday, May 2nd, 2013

 

Wednesday night, at the outset of the EDAC Jim Hogan/Joe Costello event, the DAC 2013 General Chair, Synopsys’ Yervant Zorian, took the stage to present a plethora of reasons why you should be coming to DAC in Austin in June. Here’s his list in the order in which it was presented:

No. 7 – When the DAC Executive Committee went looking for Austin-based EDA folks to assist in connecting the design community in Texas to the folks who plan DAC, the EC expected 3 or 4 persons to respond. Instead, over 35 people raised their hands and hence the Austin-based DAC committee is huge and has done a great job.

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Cicero to Costello: Know your audience, breathlessly

Wednesday, May 1st, 2013

 

Joe Costello came to town tonight and wowed his acolytes.

Thanks to EDAC, Kathryn Kranen, Steve Pollock, Bob Gardner, Jennifer Cermak, Jill Jacobs, Gloria Nichols, and CadenceJim Hogan hosted Costello on stage at Cadence’s San Jose Headquarters for a 90-minute event that was one part Reunion Tour [lotsa Cadence alums in the audience in addition to the two on stage], one part Pity Party for Mentor Joe & Mentor Jim [oh so many visits to VCs who failed to embrace a startup's pitch], and one part Brag Fest for VC Joe & VC Jim [oh so many visits from potential startups whose pitch we simply could not embrace].

Add up those parts and you’ve still only got half of the content of tonight’s event; the other half of the Joe Costello Love-in consisted of a detailed Lesson in Rhetoric. Perhaps not surprising, given that the event was titled: Joe Costello Shares His Secrets for Communicating a Compelling Company Story. What is surprising is how closely Costello’s advice to his adoring audience mirrored Cicero’s Five Canons of Rhetoric.

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