Posts Tagged ‘MSS’
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.
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Tags: DFM, EDAC, MSS, Wally Rhines
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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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Tags: ARM, Cadence, DAC, EDAC, Egypt, El Salvador, Ford, Imagination Technologies, Infineon, Israel, James Buczkowski, MathWorks, Mentor Graphics, Microsoft, MIPS, MSS, Nokia, NXP, Pakistan, Rambus, Renesas Electronics, Synopsys, TI, Wally Rhines
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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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Tags: Aart de Geus, ARM, Cadence, DAC 2013, EDAC, Jasper Design Automation, Kathryn Kranen, Lip-bu Tan, Mentor Graphics, MSS, Synopsys, Wally Rhines
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