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Archive for September, 2015

Answer’s nope: Should EDA Consortium become IP Consortium?

Wednesday, September 30th, 2015

 

The news is good out of EDA this week: The industry continues up and to the right.

EDAC’s Market Statistic Services produced the numbers: “The EDA industry revenue increased 8.5 percent for Q2 2015 to $1906.5 million, compared to $1757.9 million in Q2 2014. The four-quarters moving average, which compares the most recent four quarters to the prior four quarters, also increased by 8.5 percent. Companies that were tracked employed a record 32,806 professionals in Q2 2015, an increase of 4.9 percent compared to the 31,259 people employed in Q2 2014, and up 2.1 percent compared to Q1 2015.”

Mentor CEO Walden C. Rhines provided the commentary: “The industry’s strong, and exceptionally good in CAE, where the concentration is emulation, functional verification, and test, [while] IC physical design also reported solid growth. Geographically, all regions except Japan saw revenue increases, especially Asia/Pacific. The PacRim was strong in Q2, North America was strong, and Europe was pure gold.”

“The numbers are also very good in IP,” he continued, “especially in EDA combined with IP. The external companies, dominated by ARM, showed unusually large growth in Q2, and the internal IP companies are also showing excellent growth.”

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Austin to ARM: Aristocracy to Meritocracy

Wednesday, September 9th, 2015

 


ARM must be doing something right
when among the eight corporate sponsors for their upcoming Silicon Valley users conference in November, the top three companies in EDA are listed as Diamond or Platinum.

Cadence is Diamond, undoubtedly, because company President & CEO Lip-Bu Tan is co-chair of EDAC, and ARM CEO Simon Segars is on the EDAC Board. But why would Mentor and Synposys spend good money being Platinum sponsors of ARM’s show when they could put that particular chunk of disposable income into their own user conferences, or even DAC? Particularly since Mentor and Synopsys sell IP, as does Cadence, so in some ways the three EDA companies may actually be competing with ARM.

There are three possible answers: A) Mentor, Synopsys, and Cadence serve as channels for ARM products. B) Mentor, Synopsys, and Cadence want to see, and be seen by, ARM’s enormous worldwide customer base. C) ARM has the winning hand in today’s semiconductor supply chain, so either the Big Three in EDA pony up to help sponsor ARM TechCon, or the UK-based IP behemoth won’t cooperate in the EDA world; they won’t offer pointers or tool-development advice for the third-party design software that EDA vendors sell and ARM customers [might] buy.

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