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SAP World Tour 2010: Sustainability transforms business, increases profitability!

July 16, 2010 Comments off

Peter Gartenburg, managing director, SAP India.

Peter Gartenburg, MD, SAP India.

The SAP World Tour 2010, held this week in New Delhi, focused strongly on sustainability, a point stressed repeatedly and heavily by company executives.

According to Peter Gartenburg, managing director, SAP India, the company’s sustainability strategy is multi-fold. “A lot of factors come together in India. India has the potential for innovation with sustainability,” he said, while delivering the opening address at the SAP World Tour 2010 in New Delhi.

He added: “India has the skills in IT and services. India also has a culture of frugality, especially, the ability to work in scarce and complex environments. At SAP, we can be a key partner in India’s quest for leadership.

Delivering the keynote, Peter Graf, chief sustainability officer and executive VP of Sustainability Solutions, SAP, said: “We are still finding new ways to use the Internet. What can you do with IT? It goes way beyond data centers.”

He added that sustainability is inevitable. The reasons include population growth, western lifestyle and linear value chains. The symptoms are resource intensity, risk price volatility, climate change, etc. The consequences can be pretty severe, such as growing consumer awareness, brands at risk, war for talent and growing customer and legal requirements.

Graf said, “Sustainability is all about business, about profitability.” Sustainability drives profitability!

Peter Graf, chief sustainability officer and executive VP of Sustainability Solutions, SAP.

Peter Graf, chief sustainability officer and executive VP of Sustainability Solutions, SAP.

He also presented a sustainability business case, which includes:

* Reduce compliance and risk; comply with customer requirements.
* Attract, retain and effectively deploy the best people.
* Saving on material and energy costs.
* Drive competitiveness and resources.
* Sustain your business model — especially by future proofing your strategy. Read more…

EDA360 to help integrators close profitability gap!


Cadence Design Systems laid out its EDA360 vision last week — what it says is ‘a new vision for the semiconductor industry’.

Cadence's EDA360!

Cadence's EDA360!

The EDA360 vision paper says: “Today, systems and semiconductor companies are undergoing a disruptive transformation so profound that even the best-known companies will be impacted. The EDA industry now stands at a crossroads where it also must change in order to continue as a successful, independent business. Without that change, EDA will become a fragmented industry offering suboptimal, poorly targeted solutions that fail to solve customer problems. As a result, the huge leap forward provided by the electronics revolution will come to a standstill. The result? A squandered opportunity for technology innovation, and a diminished contribution by the electronics industry to re-build the global economy.”

You can download the vision paper from eda360.com, if you like!

What is EDA360?
Now, what exactly is the EDA360?  The EDA 360 is a five-year vision for acknowledging the trends in the EDA industry that we are observing in the marketplace and looks at how EDA can add value in the future.

The vision paper is essentially looking at where EDA should be heading over the next five years. The four chapters of the EDA360 are:

* EDA industry focus shifts to integration and profitability;
* Application-driven system realization;
* Software-aware SoC realization;  and
* EDA360 enables silicon realization.

Why is the EDA industry at crossroads?
If you look at the evolution in the electronic design world, application-level system design has been happening. Software is becoming a very important part in the scheme of things. The hardware companies are being asked to provide the hardware platform as well as the software that will run on that particular platform. So, this is an ongoing evolution.

The EDA industry to date has only served the needs of creators. It has almost completely ignored integrators, who need a different set of tools and capabilities. How can the EDA360 go about achieving this?

When one says that the EDA industry has so far only served the needs of the creators, It is only a reflection of the evolution of the industry. The fundamental manner in which electronic design is being done is now changing. While it is shifting, it also takes a while to understand the entire paradigm. The industry is also moving toward IP re-use, etc., — those are all the shifts.

The industry is now said to be looking at a new paradigm: integration ready IP. What the vision paper does: it takes the industry to where it is heading and tells this is what’s needed. This is what the integrators will need in the future.

Read more…

IEF 2013: New markets and opportunities in sub-20nm era!

October 15, 2013 1 comment

Future Horizons hosted the 22nd Annual International Electronics Forum, in association with IDA Ireland, on Oct. 2-4, 2013, at Dublin, Blanchardstown, Ireland. The forum was titled ‘New Markets and Opportunities in the Sub-20nm Era: Business as Usual OR It’s Different This Time.” Here are excerpts from some of the sessions. Those desirous of finding out much more should contact Malcolm Penn, CEO, Future Horizons.

Liam BritnellLiam Britnell, European manager and Research Scientist, Bluestone Global Tech (BGT) Materials spoke on Beyond Graphene: Heterostructures and Other Two-Dimensional Materials.

The global interest in graphene research has facilitated our understanding of this rather unique material. However, the transition from the laboratory to factory has hit some challenging obstacles. In this talk I will review the current state of graphene research, focusing on the techniques which allow large scale production.

I will then discuss various aspects of our research which is based on more complex structures beyond graphene. Firstly, hexagonal boron nitride can be used as a thin dielectric material where electrons can tunnel through. Secondly, graphene-boron nitride stacks can be used as tunnelling transistor devices with promising characteristics. The same devices show interesting physics, for example, negative differential conductivity can be found at higher biases. Finally, graphene stacked with thin semiconducting layers which show promising results in photodetection.

I will conclude by speculating the fields where graphene may realistically find applications and discuss the role of the National Graphene Institute in commercializing graphene.

Jean-Rene Lequepeys, VP Silicon Components, CEA-Leti, spoke on  Advanced Semiconductor Technologies Enabling High-Performance Jean-Rene Lequepeysand Energy Efficient Computing.

The key challenge for future high-end computing chips is energy efficiency in addition to traditional challenges such as yield/cost, static power, data transfer. In 2020, in order to maintain at an acceptable level the overall power consumption of all the computing systems, a gain in term of power efficiency of 1000 will be required.

To reach this objective, we need to work not only at process and technology level, but to propose disruptive multi-processor SoC architecture and to make some major evolutions on software and on the development of
applications. Some key semiconductor technologies will definitely play a key role such as: low power CMOS technologies, 3D stacking, silicon photonics and embedded non-volatile memory.

To reach this goal, the involvement of semiconductor industries will be necessary and a new ecosystem has to be put in place for establishing stronger partnerships between the semiconductor industry (IDM, foundry), IP provider, EDA provider, design house, systems and software industries.

Andile NgcabaAndile Ngcaba, CEO, Convergence Partners, spoke on Semiconductor’s Power and Africa – An African Perspective.

This presentation looks at the development of the semiconductor and electronics industries from an African perspective, both globally and in Africa. Understanding the challenges that are associated with the wide scale adoption of new electronics in the African continent.

Electronics have taken over the world, and it is unthinkable in today’s modern life to operate without utilising some form of electronics on a daily basis. Similarly, in Africa the development and adoption of electronics and utilisation of semiconductors have grown exponentially. This growth on the African continent was due to the rapid uptake of mobile communications. However, this has placed in stark relief the challenges facing increased adoption of electronics in Africa, namely power consumption.

This background is central to the thesis that the industry needs to look at addressing the twin challenges of low powered and low cost devices. In Africa there are limits to the ability to frequently and consistently charge or keep electronics connected to a reliable electricity grid. Therefore, the current advances in electronics has resulted in the power industry being the biggest beneficiary of the growth in the adoption of electronics.

What needs to be done is for the industry to support and foster research on this subject in Africa, working as a global community. The challenge is creating electronics that meet these cost and power challenges. Importantly, the solution needs to be driven by the semiconductor industry not the power industry. Focus is to be placed on operating in an off-grid environment and building sustainable solutions to the continued challenge of the absence of reliable and available power.

It is my contention that Africa, as it has done with the mobile communications industry and adoption of LED lighting, will leapfrog in terms of developing and adopting low powered and cost effective electronics.

Jo De Boeck, senior VP and CTO, IMEC, discussed Game-Changing Technology Roadmaps For Lifescience. Jo De Boeck

Personalized, preventive, predictive and participatory healthcare is on the horizon. Many nano-electronics research groups have entered the quest for more efficient health care in their mission statement. Electronic systems are proposed to assist in ambulatory monitoring of socalled ‘markers’ for wellness and health.

New life science tools deliver the prospect of personal diagnostics and therapy in e.g., the cardiac, neurological and oncology field. Early diagnose, detailed and fast screening technology and companioning devices to deliver the evidence of therapy effectiveness could indeed stir a – desperately needed – healthcare revolution. This talk addresses the exciting trends in ‘PPPP’ health care and relates them to an innovation roadmap in process technology, electronic circuits and system concepts.
Read more…

Global semiconductor companies delivering platforms: Jaswinder Ahuja, Cadence


Jaswinder Ahuja.

Jaswinder Ahuja.

Some time ago, Cadence Design Systems Inc. had announced the EDA360 vision! As per Jaswinder Ahuja, corporate VP and MD of Cadence Design Systems India, the Cadence vision of EDA360 is said to be well and alive. The organization has been aligned around the EDA360 vision.

The EDA360 is a five-year vision for defining the trends in the EDA industry, based on what Cadence is observing in the industry and the direction in which, it feels, the industry will go.

At Cadence,  the Silicon Realization Group is headed by Dr. Chi-ping Hsu. The SoC Realization Group is headed by Martin Lund, and Nimish Modi is looking after the System Realization Group. Cadence’s focus has been on in-house development and innovation. Tempus has been a major announcement from the Silicon Realization Group.

What’s going on with EDA360?
There has been a renewed thrust in the SoC Realization Group at Cadence. Already, there have been three acquisitions this year — Cosmic Circuits, Tensilica and Evatronix. Cadence is buying the IP part of the business from Evatronix. This acquisition is ongoing and will be announced in June 2013.

On the relationship between the electronics and the EDA industries, Ahuja said the electronics industry is going through a transition, and that the EDA industry needs to change. The importance of system-level design has increased. Companies are currently focusing on optimizing the end user experience.
Read more…

Critical success factors for MEMS commercialization


MEMS

MEMS

MEMS still has a long way to go to meet the challenges of commercialization! Critical success factors include efficient process transfer from breadboard to production. There is a need to pay attention to customers’ needs. More resources need to be adopted from the semiconductor industry, said Roger Grace, president, Roger Grace Associates.

There is a need to create significant awareness as to the unique solution benefits of MEMS based systems and establish defensible product differentiation. Firms need to better understand customer/market needs.

Emerging opportunities include single MEMS based system solutions, especially in analytical instruments, double magnetic MEMS, triple point-of-care bio, energy harvesting/storage, etc. There are barriers to commercialization of MEMS. Until recently, it is plagued by lack of high-volume apps. There is lack of well-defined direction from roadmaps, industry standards and associations. Packaging and testing costs are typically at 70 percent of total value. There is also a lack of focus on customer needs and lack of capital formation opportunities, risk averse investors.

Besides, successive bubble busts, i.e., biomems, optical telecom, have seen wary investors. There are very fragmented markets, many small companies and few large players. Also, there are limited ‘success stories’ of MEMS/MST companies, eg., Invensense. There are new market opportunities for large volume apps, eg. in automotive, CE, etc.

Downturn hit research hard! R&D remains a novelty for most firms. Now, there is an increase in university and R&D labs for MEMS development. There is still plenty of R&D available from DARPA, SBIR and STTRs. Now, we are seeing a healthy amount of activity in new devices and systems research.

As for DfM (design for manufacturing), Invensense’s ‘shuttle’ process may finally become a usable standard. New approaches are also changing the paradigm of cost structure. Examples are Invensense gyros, Freescale chip-stacking accelerometers, ST, etc.

While there seems to be strong MEMS infrastructure, there is some fraying at the ends. The industry needs to remain competitive and lean. As for profitability, while the margins don’t seem great for high volume MEMS devices, they are holding on somewhat. The general consensus of the VC community has been that MEMS has lot of growth potential, but it doesn’t have a good track record of producing profitable firms, as yet.

The lack of DfM emphasis and the absence of a coherent package and test capability is the lack of management insight. As for standards, the creation of the first Standardized Sensor Performance Parameter Definitions is a huge step in the right direction.

Solarcon India 2012: Solar industry in third wave!

September 3, 2012 1 comment

SEMI, USA.

SEMI, USA.

There are three phases of PV industry development, including formation, regional development and globalization, according to Bettina Weiss, VP, Global PV Business Unit, SEMI, USA. She was delivering the opening keynote at the ongoing Solarcon India 2012 event in Bangalore, India. The event runs till September 5.

According to her, in the first stage, discoveries lead to inventions. Inventions find niche and high-value applications. Technology, and not manufacturing is the key driver here. For regional development, new industries seen as source for economic development. Markets develop through government subsidies. Global supply chains and regional clusters of excellence develop as well.

State of global  PV industry
The government policy support for PV has been strong till 2011. However, it may fall of during 2012-16. The supply-demand balance was generally stable till 2011, which could likely see structural overcapacity in 2012-16. The demand, which has been over 70 per cent till 2011, will likely see -20 per cent growth from 2012-16.

While there were many ‘saviour’ markets, such as Spain (2008), Italy (2010) and Germany (2009-11), Europe may prove to be not enough to absorb excess capacity in 2012-16. Poly, scale and the learning curve had been competitive till 2011, and are likely to give way to non-poly costs, technology and efficiency during 2015-16. While the gross margin was consistently above 20 per cent till now, the path to profitability remains unclear for the period 2012-16.

As for the cell and module makers performance, sharp price declines since 2011 have stimulated record installations globally. The effect on PV manufacturers have been severe. The entire supply chain has been plagued with collapsing margins.

Revenue to shipment ratio declined for five consecutive quarter since Q1 ’11. The list of insolvencies keeps growing. The outlook for 2012 is that volume/shipment upside is likely, but the path to profitability is still unclear.

Then, there is the ongoing solar trade war!

The US Department of Commerce (DOC) levied anti-dumping tariffs against Chinese solar module imports, with tariffs ranging from 31 per cent to 250 per cent. In response to the US tariffs, China’s Ministry of Commerce, on July 21, 2012, announced that it will start its own AD and CVD investigation on imported solar-grade polysilicon from US, and is initiating an AD investigation on these imports from South Korea. The EU Commission will decide by mid-September whether to accept a similar complaint and launch an investigation.
Read more…

Maxim well positioned for future success!


A view of Maxim's Analyst Day 2011.

A view of Maxim's Analyst Day 2011.

According to Tunç Doluca, CEO, Maxim Integrated Products, the analog market is changing. Maxim is the analog integration pioneer. Integration accelerating in growth markets. The company has been executing its strategy via innovation, integration and balance. It is well positioned for success in the future. Doluca was speaking at the Analyst Day 2011 event held recently.

Speaking about the evolution of analog, Doluca touched upon analog integration, system solution and building blocks. Six areas act as market growth drivers — automotive electronics, HD video infrastructure, energy, mobility, security and healtcare.

Key market trends in automotive electronics include electronic content increasing, infotainment now becoming standard, and hybrid and electric vehicles. Maxim’s product investments include lighting and body electronics, infotainment solutions, automotive connectivity and battery management. The analog TAM is said to be $10 billion as per IC Insights. Automotive electronics is likely to grow at 9.2 percent CAGR through 2014, according to DQ 2010.

Key trends in HD infrastructure include infrastructure for HD video, smart TVs – Skype TV, and wireless HD in the home. Maxim’s product investments include the optical transceivers, video SoCs including so]ware and wireless HD 1080p chipset. The Internet traffic is likely to grow 13x times from 2006 to 2014.

Key trends in energy include energy measurement everywhere, which requires communication. Maxim’s product investments include energy metering and measuring, smart grid communications and low-power product focus. As per Frost & Sullivan, 2011 should see 116 million meter installations.

Key trends in mobile devices include richer features and smaller devices, emergence of tablets and touchscreen displays. Maxim’s product investments include Power SoC — analog integration, sensing — proximity and imaging, ModelGauge technology, TacTouch controllers and Flexsound audio. Year 2011 should see 1.6 billion cell phones, including 428 million smartphones, as per Oppenheimer, and also 220 million laptops and 55 million tablets, as per MS Research.

Key trends in security include rise of electronic transactions, stringent security requirements and digital surveillance. Maxim’s product investments include key acquisitions for secure SoCs, H.264 SoCs — IP cameras and DVRs, and end-to-end silicon solutions. Financial terminals should grow 6.3 percent CAGR over the next five years, as per BCC Research.

Key trends in healthcare include diagnostics closer to patients, home-based care and enabling healthier lifestyles. Maxim’s product investments have been in areas such as integration for miniaturization, low-power for portability and high-performance analog. Medical electronics is said to grow at 10 percent CAGR over the next five years, as per Databeans.

Maxim has been executing its strategy based on three key areas — innovation, integration and balance. Maxim is doing innovation in areas: 0.18 micron process on 300mm wafers, 10 touch capacitive touchscreen controllers, mobile power SoCs that integrate analog functions, and energy metering SoCs that are said to replace seven discrete ICs and reduce costs up to 40 percent. The integration trend has been progressing across all markets.

In five years, Maxim should be a leader in integrated analog solutions, have the industry’s fastest growing rate, have high profitability and be one of best companies to work for. A new world headquarters is under construction in San Jose. Relocation is scheduled for 2012.

 

What’s with attack toolkits and malicious websites?

January 19, 2011 2 comments

What do you do with attack toolkits and malicious websites? Well, nothing much, unless you are attacked! And then, you run around, trying to restore your lost website!

According to Shantanu Ghosh, VP, India Product Operations, Symantec, attack kits are more accessible, relatively easy to use, and are being utilized much more widely. They are also driving faster proliferation of attacks. The profitability of attack kits has attracted criminals who would otherwise lack the technical expertise for cybercrime, fueling the growth of a self-sustaining, profitable, and increasingly organized global underground economy. These are the key findings from Symantec.

Attack kits allow unskilled attackers to enter the market with sophisticated tools. Attack kits feature easy to use icon-driven GUIs that include checkboxes and pull down menus. Centralized administrative interfaces provide easy access to various toolkit functions. Also, the increasing sophistication and “user-friendly” features is further evidence of the increasing organization and profitability of the underground economy.

Ease of use
Statistics and information on compromised hosts can be gathered for further use. Tasks can now easily be done with a few clicks of the mouse.Complex exploits are simplified for the toolkit user.

Increased utilization
Toolkits account for nearly two-thirds of all threat activity on malicious websites. As kits become more robust and easier to use, this number will likely climb

Faster proliferation of attacks
New exploits are quickly incorporated into kits. This allows newer attacks to proliferate rapidly so they are seen by more users soon after release. A single attack kit installed on a popular website can exploit a large number of users in a short period of time.

Profitability
Toolkits are relatively easy to find for purchase through simple Web searches. Advertisements can be found on the underground economy and web forums. Both creators and users of kits profit from them. Creators profit by selling the kits while users profit through information theft.

Malicious web pages
During this reporting period, Symantec observed more than 310,000 unique domains that were found to be malicious. On average, this resulted in the detection of more than 4.4 million malicious Web pages per month.

Attack frequency
Frequency of attacks rises when new exploits are released, then declines over time. As new kits become well known, sites hosting them are shut down faster and more often.

Malicious websites by search terms

Malicious websites: Source: Symantec.

Malicious websites: Source: Symantec.

Here are the categories of search terms that led to malicious websites. Blackhat search engine optimization is often used to lead users to malicious sites through searches

The Symantec Report on Attack Toolkits and Malicious Websites, developed by the company’s Security Technology and Response (STAR) organization, is an in-depth analysis of attack toolkits.

The report includes an overview of these kits as well as attack methods, kit types, notable attacks and attack kit evolution. It also includes a discussion of attack kit features, traffic generation and attack kit activity.

Round-up 2010: Best of semiconductors

December 31, 2010 2 comments

Right then, folks! This is my last post for 2010, on my favorite topic – semiconductors. If 2009 was one of the worst, if not, the worst year ever for semiconductors, 2010 seems to be the best year for this industry, what with the analyst community forecasting that the global semicon industry will surpass the $300 billion mark for the first time in its history!

Well, here’s a look at the good, the bad and the ugly, if available for otherwise what has been an excellent year, which is in its last hours, for semiconductors. Presenting a list of posts on semiconductors that mattered in 2010.

Top semiconductor and EDA trends to watch out for in 2010!

Delivering 10X design improvements: Dr. Walden C. Rhines, Mentor Graphics @ VLSID 2010

Future research directions in EDA: Dr. Prith Banerjee @ VLSID 2010 — This was quite an entertaining presentation!

Global semicon industry on rapid recovery curve: Dr. Wally Rhines

Indian semicon industry: Time for paradigm shift! — When will that shift actually happen?

Qualcomm, AMD head top 25 fabless IC suppliers for 2009; Taiwan firms finish strong!

TSMC leads 2009 foundry rankings; GlobalFoundries top challenger!

ISA Vision Summit 2010: Saankhya Labs, Cosmic Circuits are Indian start-ups to watch at Technovation 2010!

ISA Vision Summit 2010: Karnataka Semicon Policy 2010 unveiled; great opportunity for India to show we mean business! — So far, the Karnataka semicon policy has flattered to deceive! I’m not surprised, though!

Dongbu HiTek comes India calling! Raises hopes for foundry services!!

Indian electronics and semiconductor industries: Time to answer tough questions and find solutions — Reminds me of the popular song from U2 titled — “I still haven’t found what I’m looking for”!

What should the Indian semicon/electronics industry do now? — Seriously, easy to say, difficult to manage (ESDM)! ;)  Read more…

VDAT 2010: Real, but ‘different’ opportunity in emerging markets — Jaswinder Ahuja, Cadence


Guests lighting the lamp at VDAT 2010, Chitkara University, Himachal Pradesh.

Guests lighting the lamp at VDAT 2010, Chitkara University, Himachal Pradesh.

The VLSI Design and Test Symposium 2010 (VDAT 2010) was held last week  (July 7-9) at the picturesque Chitkara University Campus, Himachal Pradesh, located 32 kms from Chandigarh.

VDAT is an annual activity of the VLSI Society of India, and was initiated to provide a discussion forum for Indian academicians and industry professionals working in the areas related to VLSI.

Delivering the keynote, Jaswinder Ahuja, corporate vice president and managing director, Cadence Design Systems India, said: “There is a “real” but “different” opportunity in the emerging markets. One would have to immerse himself/herself to understand the market better. India is also a great proxy for the emerging markets. It has the design expertise as well to address this market.

“The next 10-15 years present a unique window of opportunity to India entrepreneurs to play a leadership role in the global economic growth.”

Elaborating on the “real” but “different” opportunity in emerging markets, he added: “The base of the pyramid opportunity is very real. As per World Resources Institute, there are four billion people in the developing world representing a $5 trillion market opportunity who have real needs and aspirations but are under served.

“At least 700 million of these people are in India and represent a real business opportunity as well as an opportunity to “do good” and help include them into the formal economy and enable India to achieve its aspiration of 9-10 percent “inclusive” GDP growth. This requires business innovation and a different mind-set presenting a transformative opportunity to marry low cost, good quality, sustainability and profitability at the same time.”

India a great proxy for emerging markets!
India is also said to be a great proxy for the emerging markets. Ahuja explained: “India is many markets — urban, semi-urban and rural) in one and presents a broad spectrum of challenges that need to be overcome to be able to reach the 700 million people market opportunity.”

“If we can make something (product or service) work in India, we can make it work pretty much anywhere else in the developing world – whether it is financing, distribution, logistics, operating environment or anything else.”

Opportunity for Indian entrepreneurs to play leadership role
The next 10-15 years present a unique window of opportunity to India entrepreneurs to play a leadership role in the global economic growth.

According to Ahuja: “The markets of the future are in our backyard and we have among the best design talent in the world. If we can immerse ourselves in the market to understand the real needs and opportunities and then leverage our design expertise to build products for this market we will be best positioned to serve the next 4 billion consumers of the world.

“Indian entrepreneurs have an opportunity to play a leadership role in the global economic growth across sectors, but especially in electronics. No other country in the world has this unique convergence of circumstances. This opportunity is once in a lifetime and ours to lose if we do not create the right environment and framework to leverage it.” Read more…

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