Bridging the Frontier 
Bob Smith, Executive Director
Bob Smith is Executive Director of the ESD Alliance responsible for its management and operations. Previously, Bob was senior vice president of Marketing and Business Development at Uniquify, responsible for brand development, positioning, strategy and business development activities. Bob began his … More » As Curtain Goes Up on 60th DAC, Electronic System Design Industry Logs Revenue of $4B in Q1 2023July 11th, 2023 by Bob Smith, Executive Director
Double-digit gains were posted as well with increases in all product categories and geographic regions. Product categories that reported double-digit increases include Computer Aided Engineering, IC Physical Design and Verification, Printed Circuit Board and Multi-Chip Module (PCM and MCM), and Services. Digging further into the statistics, companies tracked in the EDMD report employed 57,696 people globally in Q1 2023, a 12.9% jump over the Q1 2022 headcount of 51,093 and up 4.5% compared to Q4 2022. Computer-Aided Engineering (CAE) revenue rose 15.1% to $1,434.1 million with the four-quarter moving average increasing 18.6% while IC Physical Design and Verification revenue jumped 24.6% to $675.8 million, as the four-quarter moving average for the category increased 14.6%. PCB and MCM revenue increased 25.6% to $368.4 million with the four-quarter moving average rising 15.7%. Semiconductor Intellectual Property (SIP) revenue increased 0.4% to $1,330.6 million as the four-quarter moving average grew 5.7%. Services revenue increased 17.2% to $142.2 million and its four-quarter moving average rose 16.8%. A look at the regions by revenue highlights the Americas as the largest reporting region by revenue, procuring $1,698.2 million of products and services in Q1 2023, a 12.7% increase. The four-quarter moving average for the Americas rose 12.5%. Europe, Middle East, and Africa (EMEA) secured $530.1 million of products and services in Q1 2023, a 21.6% increase, growing the four-quarter moving average to 9.6%. Japan’s procurement of products and services increased 4.3% to $272.7 million for a 2.3% four-quarter moving average. And finally, Asia Pacific obtained $1,449.9 million of products and services in Q1 2023, a 9.6% increase and four-quarter moving growth of 16%. About the EDMD Report The ESD Alliance Electronic Design Market Data report presents Electronic Design Automation (EDA), SIP and services industry revenue data quarterly. Both public and private companies contribute data to the quarterly report available from SEMI and published approximately three months after quarter close. EDMD report data is segmented as follows: For information about SEMI market research reports, visit the SEMI Market Research Reports and Databases Catalog. Learn More About the ESD Alliance I’m at DAC and SEMICON West this week and available to answer questions about the EDMD and why your company should become an ESD Alliance member. We offer a range of programs in addition to the quarterly EDMD and represent members in the electronic system and semiconductor design ecosystem that addresses technical, marketing, economic and legislative issues affecting the entire industry. We act as the central voice to communicate and promote the value of the semiconductor design ecosystem as a vital component of the global electronics industry. Follow SEMI ESD Alliance ESD Alliance Bridging the Frontier blog Twitter: @ESDAlliance The Importance of Industry OrganizationsJuly 6th, 2023 by Bob Smith, Executive Director
Note: Many thanks to EE Times Europe for publishing my viewpoint last week “Industry Organizations Are the Mainstay of the Semiconductor Ecosystem.” It seems fitting to repost it here as SEMICON West (a SEMI event) and the collocated Design Automation Conference open next week. A recent conversation with a colleague took us down a path on the importance of industry organizations. His company does not belong to any, and he wondered if it should. The short answer is “absolutely.” I quickly drew him in by explaining the value of belonging to industry organizations for semiconductor companies large and small, startup, emerging and public. It’s not one-way, however. Industry organizations serve an important role, perhaps now more than ever, in the world of geopolitics, the U.S. CHIPS Act and the EU Chips Act and other similar efforts in global geographies. A semiconductor industry organization’s mission is global advocacy and serving as a central voice for the industry. In one example, the organization represents the interests of the semiconductor industry’s design, manufacturing and supply chain throughout the global electronics industry. Another describes its global advocacy as a focus on taxes; trade; legislation; technology; environment, health and safety (EHS); and workforce development (more below). By joining an industry organization, companies and their executives show their commitment to being good corporate citizens. They also need to be more connected to their ecosystem, including both industry peers and customers, and that can be accomplished through networking events, technical conferences and high-level summits. What better way to socialize and engage with other thought leaders and become a visible industry player? Sales groups often support belonging because events hosted by industry organizations present informal access to potential customers and partners. IBS’ Handel Jones on “When AI Rules The World”June 28th, 2023 by Bob Smith, Executive Director
Note: I had the chance to talk with Handel Jones of IBS soon after his book “When AI Rules The World: China, the U.S. and the Race to Control a Smart Planet” was published. My conversation was captured in a Q&A blog post that appeared on SEMI’s website. It’s now time for another look at his insightful and fascinating comments. Handel Jones, CEO of International Business Strategies (IBS) and a well-known, longtime strategic analyst and commentator covering the semiconductor industry, authored the recently published book – When AI Rules The World: China, the U.S. and the Race to Control a Smart Planet. Smith: The book starts off with the statement that China is way ahead in artificial intelligence (AI) and that the U.S. is dangerously behind. Can you summarize the main reasons this has happened? Jones: AI is heavily dependent on connectivity bandwidth, and China is ahead of the U.S. in 5G connectivity. In addition, China is making extensive use of AI for 3D facial recognition, which is making transactions more efficient, and the mass market for 3D facial recognition is resulting in large improvements in the technology. The 3D facial recognition technology is being used in military applications, including drones, and other areas that require image recognition. This is one example of where China is moving ahead of the U.S. Other areas include adoption of digital currency, autonomous transportation, quantum computing, battery technology, smart robots, and health monitoring. Read the rest of IBS’ Handel Jones on “When AI Rules The World” Looming Deadline for Phil Kaufman Award, Phil Kaufman Hall of Fame NominationsJune 7th, 2023 by Bob Smith, Executive Director
The Phil Kaufman Hall of Fame, introduced in 2021 by the ESD Alliance and the IEEE CEDA, pays tribute to deceased individuals who made significant and noteworthy creative, entrepreneurial and innovative contributions and helped our community’s growth. The designation was established due to an IEEE policy set where only living contributors are eligible to receive awards. Our first three recipients were Jim Hogan (1951–2021) and Ed McCluskey (1929-2016) in 2021 and Mark Templeton (1958-2016) in 2022. Jim Hogan was managing partner of Vista Ventures, LLC., and an experienced senior executive who worked in the semiconductor design and manufacturing industry for more than 40 years. Ed McCluskey, a professor at Stanford University, sustained a relentless pace of fundamental contributions for efficient and robust design, high-quality testing and reliable operation of digital systems. Mark Templeton (1958-2016), CEO of Artisan Components (now Arm), helped develop a fledgling IP industry into a multi-billion dollar business. Accellera Speeds the Path to Industry StandardizationMay 18th, 2023 by Bob Smith, Executive Director
 Accellera Systems Initiative – or Accellera – is a standards organization well-regarded by the electronic design automation (EDA) ecosystem that’s also served by the ESD Alliance, a SEMI Technology Community. Lu Dai, Senior Director of Technical Standards at Qualcomm, has chaired the Accellera Board of Directors since 2017. I recently spoke with Dai about the importance and efficacy of semiconductor industry standards. Smith: Standards are a way of life in EDA and across the semiconductor industry. Why are they so important? Dai: Accellera Standards represent a collaboration of the best ideas in the industry to support product development. They help build an ecosystem and foster innovation through sharing of ideas and practices instead of re-invention. Smith: Accellera was formed when Open Verilog International and VHDL International, two important verification organizations, merged in 2000. What is Accellera’s greatest standards success to date? Dai: Our SystemVerilog is our biggest success because it united Verilog and VHDL, the standards that started Accellera, though we’ve produced a number of compelling standards including Verilog, VHDL, System Verilog, SystemC, UPF and UVM, our most downloaded standard. It can be downloaded for free as part of our IEEE GET Program. Additionally, a video on UPF is the most watched of our videos worldwide. Among our forum discussions, SystemC is the most active of our standards. ESD Alliance Elects 10-Member Governing Council, Including Executives from Ansys, KeysightMay 10th, 2023 by Bob Smith, Executive Director
The election results are in and it’s a pleasure to announce the ESD Alliance’s incoming Governing Council for the 2023-2025 term, a mix of returning council members and two new members. We’re adding Niels Faché, vice president and general manager of Keysight, and John Lee, general manager and vice president of Ansys, as our two new members. Outgoing members are Dean Drako of IC Manage and Simon Segars. I would like to personally thank Dean and Simon for their many years of service to the ESD Alliance and their commitment to the industry. Electronic System Design Industry Logs $3.8 Billion in Revenue in Q4 2022, CEO Outlook May 18May 3rd, 2023 by Bob Smith, Executive Director
Electronic System Design (ESD) industry revenue grew yet again, according to the latest Electronic Design Market Data (EDMD) report from the ESD Alliance, a SEMI Technology Community. ESD revenue increased 11.3% to $3,858.7 million in the fourth quarter of 2022, up from $3,468.2 million in the fourth quarter of 2021. The four-quarter moving average was 12.6%, a percentage based on comparisons for the most recent four quarters to the prior four. The good news continues as all geographic regions recorded growth in the quarter with Asia Pacific (APAC)reporting a double-digit increase. APAC secured $1,397.5 million of ESD products and services in Q4 2022, a 17.9% increase growing the four-quarter moving average to 17.1%. A Notable Lineup for 2023 CEO Outlook May 18April 19th, 2023 by Bob Smith, Executive Director
You won’t want to miss this year’s CEO Outlook hosted by the ESD Alliance and sponsored by Keysight! It will take place Thursday, May 18, in Santa Clara, Calif. We have a notable list of panelists and Ed Sperling, editor in chief of Semiconductor Engineering, will moderate and lead the discussion about the current state and future of the chip design and semiconductor industries. Our panelists are:
As always, we encourage audience participation and feedback, so join us and bring your questions and observations. Mark the Calendar: 2023 CEO Outlook May 18April 6th, 2023 by Bob Smith, Executive Director
Our yearly CEO Outlook will be held Thursday, May 18, in Santa Clara, Calif., with Ed Sperling, editor in chief of Semiconductor Engineering, serving as moderator. Ed will lead a panel discussion about the current state and future of the chip design and semiconductor industries. We’ll announce the panelist lineup soon. The in-person event, co-sponsored by Keysight, will be held at Agilent’s Building 5 at 5301 Stevens Creek Blvd. in Santa Clara beginning at 5:30 p.m. with networking, food and beverages. The hour-long panel starts at 6:30 p.m. and is open to ESD Alliance and SEMI members at no cost. Pricing for non-members is $50 per person. Details and registration can be found at: https://bit.ly/3UbF1Lf The ESD Alliance Annual Membership meeting for members will be held prior to the start of the CEO Outlook beginning at 5 p.m. Non-members with tickets to the CEO Outlook are welcome to sit in on the membership meeting. Rescheduled! Export Seminar on Impact of New Regulations on the Semiconductor Design EcosystemMarch 29th, 2023 by Bob Smith, Executive Director
Originally scheduled to be held in March, “The Impact of New Regulations on the Semiconductor Design Ecosystem,” was postponed due to scheduling conflicts to Wednesday, April 26, from 8:30-11am at Cadence’s corporate headquarters in San Jose, Calif. The seminar, presented by SEMI’s ESD Alliance Export Committee, will be hosted by Ada Loo, chair of the ESD Export Committee and Cadence’s Group Director and Associate General Counsel. Attendees will learn why and how governments implement trade controls and what “exports” are and how they take place in different business contexts. Explanations will help clarify common due diligence methods, such as customer screening, that U.S. companies use to incorporate regulatory compliance into their business processes. The seminar also will focus on recent regulatory updates that address current issues including U.S.-China trade relations and the anticipated effects of those regulations on the US semiconductor design ecosystem. |
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