Posts Tagged ‘Wally Rhines’
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.
Thursday, July 4th, 2013
A note: Since composing this blog, the terrible crash took place at SFO. This tragedy is being felt keenly in the tech industry as it is possible that some of those on board were coming to San Francisco for Semicon West. Many people at the conference may have a special connection to the injured and/or have had their travel plans radically altered while SFO is attempting to deal with the aftermath. The people at EDACafe wish to express their deep concern for everyone affected by the accident.
This is clearly a holiday week, so most people are paying more attention to the barbeque than next week’s massive Semicon West in Moscone Center, so let’s keep this pre-event note short and to the point.
It is always [somewhat] telling to see who is and who is not sponsoring conferences, and Semicon West is no exception. What can be discerned, for instance, from the fact that GlobalFoundries is a sponsor of the conference this year, but TSMC is not? That Mentor Graphics and Synopsys both have their names on the sponsor list, but Cadence does not?
Monday, June 3rd, 2013
The Design Automation Conference is mostly about People who need People, so my Top Ten list from Day 1 in Austin here at the 50th DAC is about just that: The Luckiest People in the World.
No. 10) Rushing up to Room 18 on Level 4 of the Austin Convention Center to attend the DFM&Y Workshop at 9 am, only to find that I couldn’t get in because I hadn’t paid. Why is this disappointment on the list of favorites?
Because on my way back down to Level 1, I ran into Jill Jacbos who’s been working overtime here in Austin on behalf of Accellera Systems Initiative (Stan Krolikoski received the 2013 Leadership Award at the 7 am breakfast today), the North American SystemC Users Group Meeting (taking place all day today on Level 3), and Jim Hogans’ Hot Zone Party tonight at Austin City Limit’s Moody Theater.
Jim’s efforts, and those of the folks helping him, are all to raise money for his Heart of Technology charity, which is donating funds raised in Austin to CASA (Court Appointed Special Advocates) of Travis County, Texas. If you want to donate, you can do so at Jim’s website.
Monday, April 1st, 2013
EDAC’s Market Statistics Service today announced Q4 2012 revenue and happily reported a 4.6 percent increase, year over year, compared with Q4 2011. Per the press release: “Sequential EDA revenue for Q4 2012 increased 9.8 percent compared to Q3 2012, while the four-quarters moving average, which compares the most recent four quarters to the prior four quarters, increased by 6.7 percent.”
Mentor Graphics Chairman & CEO Wally Rhines confirmed the industry’s good news in a phone call to discuss the MSS numbers. “A 6.7 percent increase is good and continues a reasonable mid-single digit trend in growth rate,” he said.
“Also, growth in the industry was pretty uniform around the world, except for Japan which showed a little weakness. Surprisingly, Europe was the strongest, while from a product category point of view, things remain strong across the front end, particularly in printed circuit boards. And interestingly, the survey data showed that the IP sold by EDA companies was stronger [in the market] than that sold by IP companies.”
Thursday, March 14th, 2013
From the podium in San Jose’s DoubleTree Hotel, Jasper Design Automation President & CEO Kathryn Kranen introduced tonight’s EDAC CEO Forecast Event as being “practically perfection” and she was right. With 97 people in the room, the event ran for 97 minutes and the audience [undoubtedly] gave the panel discussion a 97% approval rating. Kudos to all involved, including EDAC for hosting, and OCP-IP, Mod Marketing, and the DoubleTree for sponsoring the event.
Kranen started off the evening by bragging on good news out of EDA: It’s up and to the right for revenue in the industry, with a 4.9 percent increase between 3Q11 and 3Q12. She cited increased stock valuations over the last year for ARM [37%], Cadence [30%], Mentor [26%], PDF Solutions [98%], and Synopsys [17%] as an indication of the viability of EDA as an investment vehicle: If you’d put $100 into each of these companies a year ago, she said, you would have netted a 41% increase in a portfolio today worth $706.90, beating out other investment indices such as the NASDAQ and S&P 100 over the same time period.
Thursday, February 28th, 2013
I don’t know about you, but I thought DVCon 2013 in San Jose this week was super. There was a lot of energy, I never heard anybody say the tools are broken (something industry pundits have been droning on about for years), attendance at the conference set a new record, both verification and design guys seemed to indicate that verification is still important enough to remain discrete from design, and SystemVerilog is fulfilling its promise.
The following list of 15 sound bites is not a complete representation of all that was said or debated at DVCon. Nonetheless, it’s an interesting list and reflects some of the information and opinions showcased during the week.
Wednesday, February 6th, 2013
Now in its 25th year, DVCon is coming up in a couple of weeks in Silicon Valley. In terms of process nodes, 25 years is about twelve generations. In terms of dog years, it’s about four generations. In terms of the life of Stan Krolikoski, however, 25 years is only part of one career. It’s also the amount of time Stan’s been going to DVCon, even though it had a different name when he attended the first such conference back in 1988.
When I spoke with Stan by phone earlier this week, I asked if he’s been to every single conference since then. He laughed and said, “Absolutely! Looking back to 1988 – despite all of the mergers, and the coming together of various conferences, and the end of the HDL wars – I’ve been to every one of them!”
There’s nobody else who’s been to them all? Stan laughed again, “I don’t think so. They’ve either retired, or left the industry. Although I do think Dennis Brophy has been coming for a long time, but probably not all the way back to the beginning.”
Where was the first conference held in 1988? Stan said, “It was in Newport Beach. Why? Who knows. Back in the day, a number of meetings were held in Newport Beach. Maybe it was a destination, or maybe it was because there were a lot of defense contractors in the area. Remember that VHDL-87 had just come out and the language had a connection to the Department of Defense.”
Thursday, January 10th, 2013
EDA veteran Dr. Walden Rhines, Mentor Graphics CEO & Board Chairman, is one of the keenest and most optimistic observers of the industry. We spoke this week about the recent EDAC Market Statistics Service [MSS] numbers for Q3 2012.
Per Rhines: “EDA is growing at a rate almost a percentage greater than a year ago and most strongly in the Asia Pacific region, while also growing in other regions as well. [Only] Japan is not growing.”
He said there is growth in all product areas, but the “biggest growth is in the areas of new methodologies. ESL is very strong, and interestingly on the PCB side [growth was seen in] analysis tools such as signal integrity. But packaging is also growing, strongly consistent [with growth] in the new methodologies.”
Rhines also noted that CAE strength was largely influenced by growth in hardware-assisted verification (a.k.a. emulation), as well as the already mentioned ESL design.
“There’s actually healthy growth in everything,” he said, “except design verification and physical design and verification, which are both a little bit down. That’s largely caused by place-and-route, although detailed layout continues to be strong. [To be specific], the big category in physical design and verification is fine, and yield enhancement is fine, but standard place-and-route is weaker. If I had to come up with a reason, everything tends to have its ups and downs, so [in the long run] even place-and-route is still a good growth area.”
Monday, June 4th, 2012
DAC started with a boom on Sunday night, June 3rd. EDAC reports that 900 people registered for the opening reception, and by the crush of people in Salon 7 in the basement of the San Francisco Marriott Hotel, it looked like everybody showed up. [Although perhaps not quite 900…]
Setting up my word processor on a cocktail table at the back of the crowd, I manged to see numerous thought leaders in EDA as they swam by, in and out of the stream of people that swirled throughout the wine, buzz & music-laden ballroom as EDAC’s Executive Director Bob Gardner’s Jazz Trio entertained up on stage.
Tuesday, April 24th, 2012
There’s good news and bad news, in my opinion, with regards to Rajeev Madhavan, founder and CEO of Magma Design Automation, a company that was acquired by Synopsys on February 22, 2012.
The good news it that Rajeev is available to the press for candid interviews like the one included below. The bad news is Rajeev is not going to be part of the EDA landscape as he explores various options for the next phase of his life – and that means the industry will be just that much less interesting, at least for a while.
We spoke by phone in late February.
Peggy: Hey, Rajeev, how are you doing?
Rajeev: I’m doing pretty much okay as I think about what’s next. I’ve got opportunities, and I’ve got other interests I can now pursue – most people rarely get this kind of opportunity in life, so I’m grateful.