Posts Tagged ‘Wally Rhines’
Monday, April 13th, 2015
Quarterly, as many of you know, the Market Statistics Service of the EDA Consortium reports out on the health of the industry. Quarterly, as well, Mentor CEO Dr. Walden Rhines makes himself available to the Press, to comment and elaborate on the EDAC results.
And so it was last Friday that I had a chance, yet again, to speak by phone with Rhines, always a conversation to look forward to. If you want to know how the EDA industry did in Q4_2014, you can scroll to the bottom of this blog. If you want to read a paraphrased snapshot of a wide-ranging discussion with Wally Rhines, however, it follows here.
WWJD – This debriefing thing must be quite tedious. How’s it going, and how’s EDA doing?
Rhines – This is only my second Press meeting, so not bad. The EDA industry [booked] record revenues for the fourth quarter of 2014, and the entire year, and showed a substantially higher rate of return than the semiconductor industry. The industry’s doing very well, with hiring up 6 percent on the year, and strong reporting from companies in IP and physical design and verification. There is some weakness in the numbers out of Japan, but they were offset by strong results in the PacRim and the Americas.
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.”
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?
Thursday, April 17th, 2014
Overlooking the inky calm of Monterey Bay, the lights of tethered boats in the marina reflecting in the shimmering waters below, Wally Rhines delivered a mesmerizing after-dinner keynote on Thursday night, a gift to an intimate group of EDPS attendees assembled in the low-slung Monterey Bay Yacht Club adjacent to the municipal pier.
It was textbook Rhines: a detailed re-telling of the last 50 years of the semiconductor industry with a log-log analysis of the validity of various versions of Moore’s Law, a dizzying display of data on shrinking feature sizes, and an adamant admonition that the law is, in fact, an economic learning curve with applicability that extends beyond the narrow confines of electronics.
From there, Rhines talked at length about what constitutes a process node, the gulf between Engineering’s obsession with gate length and Marketing’s obsession with world domination, and how reality got so out of whack with message that in recent years the ITRS had to step in and put an end to a war of claim versus counter-claim. Nonetheless, per Rhines, one company’s 16nm today is another company’s 14nm, as the murky physics behind the labels obfuscates to confuse the customer and confound the competition.
But the real core of Rhines’ talk was still to come: He addressed the issue of margins, head-on, across the entire spectrum of the semiconductor food chain, one micro-segment at a time. To do this to completion required many more charts, extensive additional analysis, and a lot more time. Yet, even as the hands of the clock over the bar inched well past 9 pm, no one in the room budged, yawned, or dozed – so complete was Rhines’ mastery of the material and command of the context. It was brilliant.
Thursday, April 3rd, 2014
There are lots of clever ways to tell you why it’s worth your while to attend EDPS in Monterey on April 17th and 18th. It’s less noisy than DAC, less vendor-specific than CDNLive, SNUG or U2U; less crowded than ISSCC; has fewer presentations than DVCon; and boasts no co-located events to confuse your schedule like at ISQED. But that doesn’t tell you why EDPS is worthwhile. It’s the list of speakers and the setting that should convince you to carve out some time on that Thursday and Friday to run down to Monterey – a scenic hour’s drive from Silicon Valley – to attend the 21st annual Electronic Design Process Symposium.
On Thursday, Wally Rhines is giving the keynote after dinner; during the day, Gary Smith’s moderating a session on design flow challenges that includes Frank Schirrmeister, John Swan, Gene Matter, Jim Kenney, and Naresh Sehgal; Sehgal’s leading a session on pre-silicon software development platforms that includes Camille Kokozaki, Shantanu Ganguly, Kumaraswamy Namburu, Schirrmeister, and Vicki Mitchell; Herb Reiter’s moderating a session on FinFETs, 3D-ICs, and FDSOI, that includes Jamil Kawa and Paul McLellan; and the kick-off keynote on Thursday morning will be given by Intel’s Chris Lawless talking about pre-silicon platforms for software development.
On Friday, Dan Nenni’s leading a whole day on IP that includes Martin Lund, Patrick Soheili, Warren Savage, Kurt Shuler, Lluis Paris, Carey Robertson, and Bernard Murphy. Finally, Aparna Dey is General Chair for EDPS. All together, that’s 24 people and a robust ecosystem of knowledge and experience comprising this year’s EDPS program.
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.
Wednesday, March 12th, 2014
In the spirit of full disclosure, Cadence paid for lunch yesterday for the Press Corps attending CDNLive 2014. We had a scrumptious gourmet meal at Tosca in the lobby of the Hyatt Regency before returning to the Santa Clara Convention Center next door to have an hour-long “one-on-one” with Cadence CEO Lip-Bu Tan. In truth, it was actually an hour-long “twenty-on-one” with CEO Tan, because all of the usual suspects EDA Press Corps was in the room throwing softball lobbing questions at Tan.
Over the course of the hour, we learned that CEO Tan has a host of different investment partners – sorry, didn’t write down the names – involved in his various VC-funded ventures that span everything from GoPro [the trendy wearable camera enterprise out of Half Moon Bay] to a fabless startup that he said can tape-out a design at 16 nanometers for a scant $15 million, rather than the usual $150 million being lamented today in the global press. [In fact, Tan mentioned so many ventures he’s involved with, it begs the question: How does he have time to run Cadence?]
We learned that CEO Tan is very excited about all of the technologies involved in the semiconductor design/supply chain, that he believes it’s a great time to be a player in the industry, and that Cadence is innovating rapidly on multiple fronts simultaneously. And if/whenever Tan senses that they’re slowing down in any particular area, he pushes Cadence Engineering to move forward even faster.
Monday, February 3rd, 2014
Yesterday was awash in poignancy. If you’re online a lot, you learned around noon California time that actor Philip Seymour Hoffman had died suddenly in NYC of an apparent overdose. The news really gave pause, particularly because it turns out he was so much younger than he looked, because the young people in my life really thought him a great actor and were stunned by his death, and because it gave evidence, yet again, that people of fame and legendary talent are also often so completely human and frail.
And, I was a big fan of Amy Winehouse. My friends and family knew that about me. When she died 3 years ago, I actually received condolence notes because they knew how I felt about her voice and her talent, and they were sad about it for me. Oddly, we somehow feel very personally connected to famous people. We feel we really know them, how strange. People wept for John Kennedy, for Abraham Lincoln, for Paul Walker, for Heath Ledger, for Marilyn Monroe, yet I’m pretty sure that most of those grieving never actually met the person they mourned.
Thursday, October 10th, 2013
Given that history and innovation are being featured here in this space this week, it’s only appropriate to highlight the fact that EDAC is hosting a very interesting event related to history and innovation in Silicon Valley next week.
On Wednesday, October 16th, those who have made massive contributions to the EDA industry will be highlighted and celebrated at a black-tie optional dinner at the Computer History Museum. If you’re interested in rubbing elbows with the powerful and prolific, you should be going to this event. If you want a chance to bid at auction for lunch with today’s corporate leaders in EDA, you should be going to this event. If you think said corporate leaders make enough money to pay for your lunch, rather than vice versa, you should still be going to this event.
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.