Recently, The Brattle Group came out with its report titled “The Employment Impacts of Proposed Tariffs on Chinese Manufactured Photovoltaic Cells and Modules”. Here are excerpts from the report.
At the request of the Coalition for Affordable Solar Energy (CASE), The Brattle Group has studied the employment impacts of a proposed trade restriction on Chinese-manufactured crystalline photovoltaic cells and modules.
This topic is timely, because the US Department of Commerce (DOC) is currently reviewing a petition that would lead to substantial tariffs on Chinese-produced photovoltaic cells and modules. Petitioners have requested tariffs up to 250 percent on Chinese-manufactured products in response to alleged government subsidies and below cost pricing.
In brief, we estimate that tariffs will slow the growth in domestic demand for photovoltaic systems by homeowners, commercial establishments and utilities, resulting in substantial job losses. We estimate jobs at risk under two tariff levels – 50 percent or 100 percent.
We find that a 50 percent tariff will shut the vast majority of Chinese imports out of the US market, and a 100 percent tariff will effectively block them altogether. We also estimate employment impacts accounting for two scenarios, a low scenario which assumes low demand elasticity and high supply elasticity, and a high scenario which reflects a high demand elasticity and a low supply elasticity. Read more…
Srini Rajam, CEO, Ittiam Systems presented the guest keynote at the CDNLive! 2011 in Bangalore, India, titled ‘Designing Systems to Thrive in Disruptive Trends’. According to him, key factors for design project success include scope definition, realistic targets, good estimation and right resources. Today, smart system design enables being a step ahead in the world of disruptive system demands.
The concergence decade saw an affordable convergence of media and functions. The world also moved from the PC in 2000 to the smartphone in 2010. There has also been a convergence of audio, video and communications. The SoC and system design require performance, quality and price to work in tandem.
In the imagination decade, we have come to expect electronics to do whatever we fancy. In the smart system design era, we have come to anticipate a future system that will also work perfectly today.
Today, we are in the world of IP video communication. First, everything is evolving. There have been advances in video technology, SoC and infrastructure. Technologies designed elsewhere are being brought in. There is a virtually infinite range in quality and price levels. The video communication system holds the key dynamics. The SoC, software and system have entered into a synergistic relationship.
For smart system design, there is a need to look at the big picture. Scaling down is easier than scaling up. Smart system is built to achieve efficiency in scale down. The reference platform is needed for the development roadmap.
For designing, the system may function as a module in other system. Also, critical components of the system may evolve outside. Parts of the system may also get replaced by the ecosystem. As for the SoC, there must be a roadmap enabling application software portability. There should be modular scaling with plug and play of IPs/components. Tools for hardware-software co-development must be available from the early stages.
All of this would enable you to being a step ahead in the world of disruptive system demands.
This fourth seminar on embedded systems, organized recently in Bangalore by EDN Asia, Singapore, Reed Business, was further testament to India’s already proven embedded might.
Welcoming the delegates, Kirtimaya Varma, editor-in-chief, EDN Asia, noted that Bangalore continues to be a city of overwhelming importance for EDN Asia. “We believe that this city is well on its way of evolving from the electronics design hub of India to the electronics design hub of the world. We always look forward to this seminar as an opportunity for us to interact with the local design industry in India.
“Notwithstanding the severe recession, ISA-IDC estimates that the embedded software revenue is poised to grow from about $6 billion in 2008 to $7.3 billion in 2009. While most industrial segments are laying off staff, the embedded software workforce is projected to rise from about 126,000 in 2008 to 150,000 in 2009. These figures show the inherent strength of the embedded design industry in India.
“However, most of the embedded software activities in India are at the lower end of the value chain. But for the last few years large Indian companies are moving towards the higher end activities in specific domains. This is expected to expand the embedded software market. Besides, the growing consumer and automotive markets and increased expenditures in telecom and defense will also contribute towards the growth of embedded in the coming years.”
There were a series of presentations, led by V.R.Venkatesh, senior VP, head of product engineering services, Wipro Technologies. The other tracks were:
* Debug embedded systems with industry’s most advanced Mixed Signal Scopes (MSO) — Venkat Prasad, Agilent Technologies
* Small yet Highly Functional – Keeping Your System Cost Low with Embedded ICs — Lou Kai Chee, Fujitsu Microelectronics Asia Pte Ltd
* Highest Quality MCU Portfolio Drives your Ideas to Business — Ravi Kishore Ivaturi, Infineon Technologies
* Introducing nanoWatt XLP MCUs for eXtreme Low Power — Kanad S. Joshi, Microchip Technology Inc.
* Low Power Flash FPGA Technologies — Jijeesh M, Actel Corp.
* Embedded Processing with Xilinx — Akshat Jain, Xilinx
Having represented EDN Asia for quite a number of years in the past, I was extremely pleased to be part of this show. Another reason, Kirti Varma of EDN Asia and yours truly — our association goes back a really long time — starting from 1991 at Electronics For You, New Delhi, through to Global Sources and later, Reed Business!
I hope to add more information on some of the tracks, time permitting!
I recently had the opportunity of meeting up with Nimish Modi, Senior Vice President, Research and Development, Front-End Group, Cadence Design Systems, along with Rahul Arya, Marketing Director, Cadence Design Systems (I) Pvt. Ltd.
Modi provided a perspective on how solutions from the EDA sector help the electronic design industry improve productivity, predictability and reliability of design processes, especially verification. Design verification is the process of ensuring that a chip design meets its specifications.
According to him, today’s product development ecosystem comprises of three driving forces — productivity, predictability and reliability. “We are clearly at the core of product development. We have a very strong breadth and depth. There is a layer of solutions we have integrated with our product offerings,” he added.
He highlighted that Cadence’s solutions consist of integrated point tools, as well as recommended use models. It also has a very strong services offering.
Focus on five key areas
Currently, Cadence is focusing on five key areas — systems, low power, enterprise verification, mixed signal and advanced nodes. “We have a solutions oriented approach across the board,” Modi said.
On systems, it is key to focus on gaining more productivity. Modi said: “This can be done by raising the level of abstraction. The technologies available to address ESL have been around for a while, each one addressing a piece of the puzzle. The need is there for seeing tremendous improvements in that. Here, Cadence’s C-to-Silicon Compiler comes in.”
“The other piece is — it has incremental synthesis capabilities. A third thing — it is connected to the downstream flow. This is the foundation of our systems strategy,” said Modi.
Coming to the systems design and verification strategy, the first component involves planning and management. “We have an enterprise manager,” he added. Cadence has been a leader in the hardware assisted verification with rich VIP/SpeedBridge portfolio. It has enabled a move to TLM driven design and verification flow. Cadence also delivers unique system power exploration, estimation and optimization flow. It provides unique hardware/software co-verification capabilities (Incisive Software eXtensions) as well.
Low power strategy
On Cadence’s low power strategy, Modi highlighted three components — implementation, verification and design. “The innovation was the ability to create a power format to capture the design intent. We are committed to providing flow operability as well. We want customers to make use of advanced power management techniques,” he added.
“We have the superior low power technology,” he claimed, referring to the Power Forward Initiative (PFI). “Look at technology — that is proven. The format is a means to the end. We are also working on providing more capabilities in the power exploration space. We are working under different aspects.
“You can do power analysis on the IP block; there’s C-to-Slicon, which has power as a function; multi-supply voltage will be a component of our synthesis solution. All of these vectors are driving the power exploration space. Seventy percent of chips’ power is determined at or before the RTL stage,” said Modi.
Cadence has a closed loop verification methodology. At each stage, you can go back and make sure you can be consistent with what’s there upfront.
Enterprise verification strategy
On enterprise verification, Cadence’s approach is plan-to-closure. Predictability — utilize executable plans and metrics that predict functional closure; productivity — effectively deploy methodolgy driven multispecialist flows. with VIP and multiproduct automation; and quality — reduce risk of functional bugs at tape-out at various project stages.
Modi added: “Our verification IP portfolio is also very critical. The depth of our portfolio is the broadest in the industry. In verfication, the actual TAM is growing. We are getting opportunities as well. Multi dimensions of enterprise verification are being taken care of by us.”
Interesting that all EDA companies have focused on verification! Why now and why not earlier? Modi said: “We’ve been in this area for a while. We have pioneered the new approaches. The goal is: how do you know it is good enough to hit the tapeout button? Our goal is to raise the confidence of customers.”
He added: “We are coming uo with a hybrid model. We are engaging with customers at this point of time. We came up with multi-language support in OVM. We have 30+ verification IP portfolios.”
Trends in complex SoCs
Today, it is largely a mixed signal world. Mixed signal IC revenue has been increasing faster than the rest of the industry. It is driven by applications, including wireless devices, consumer and DTV, and automotive.
Modi said: “There is a genuine need to support natively analog behavioral models in a digital centric verification environment. Mixed signal is a larger percentagre of area and effort.”
Coming down to advanced nodes, it is no surprise that Cadence definitely supports MCMM (multicorner and multimode). “It is part of our Encounter Digital Implementation System,” added Modi.
Renesas Electronics recently opened its India subsidiary in Bangalore. Elaborating, Sunil Dhar, managing director of Renesas Electronics India said: “We are glad to announce the opening of Renesas Electronics India Pvt Ltd, a wholly-owned subsidiary of Renesas Electronics Singapore Pte Ltd., located in Bangalore.
“Since 2010, Renesas has been providing technical product support to its customers here via branch offices in Bangalore, Delhi and Mumbai. As part of its expansion plan, Renesas will turn our said branches into a full subsidiary.
“The branch office setup served us well when the organization was small and its role was limited. In order to expand further in terms of opening more offices in India for close customer support, and to be able to provide wider services to customers in India like reference software, hardware, reference solutions which would be developed in India, it would require us to have a permanent establishment here.
“Through this new company, we aim to expand business by providing the best solution offerings and technical support as well as a regional systems solution development expertise to the Indian market.”
How does the India R&D team play a role in global innovation and where do you see Renesas Electronics in India five years from now?
He said that over 50 percent of the Renesas India team is application development or field engineers armed with knowledge of embedded hardware and software development and support.
In order to expand the footprint in Indian markets, Renesas plans to build up a strong application engineering team. India Application engineering team will engage with the Renesas headquarters, regional offices to develop new products and solutions dedicated for emerging countries, including India.
The application engineering team and the future solution centre aim to survey the market for solution needs, prepare India designed solutions fitting the price points and specifications points as required in the Indian market. Along with the customers, the team also intends to collaborate with the design houses to create innovative solutions addressing upcoming needs of the market. Our goal is to become the most trusted semiconductor solution provider in India.
What are the India-centric solutions that would be developed from the India Application Engineering team?
Dhar added that the needs of emerging markets are usually different in both specifications as well as price points. By providing dedicated local support via the new company, and with a focus on industrial and automotive applications for two- and four-wheelers, Renesas aims to increase its MCU share in India and expand its solution offerings with rich lineup of kit solutions (MCU + SoC + power devices) and platform reference boards (boards with complete ecosystem including devices and software) to provide customers a shorter time-to-market.
The team will initially focus on automotive and particularly, two-wheeler solutions. The intention is to expand the scope of the application engineering team’s activity to industrial and consumer appliances in near term.
What is the overall India employee strength? How are the investment plans looking up?
Dhar said: “In order to expand our footprint in Indian markets, we will double our headcount in near term. Currently, we are just under 30 staff and over 50 percent of us are application development or field engineers armed with the knowledge of embedded hardware and software development and support. Upon setting up the organization in Sales and Marketing roles in the initial days, we also have plans to announce the setting up of a Solutions Centre in India to develop reference application solutions to enable our customers to use our devices.
“We are intending to invest in lab, infrastructure setup and expansion of activities in the next three to five years. Additionally, we are also considering investing towards 3rd party and IDH for enlarged business engagement.”
Trends driving automotive market in India
Regarding trends driving the automotive market in India, Dhar said that Renesas focusses on three business segments – automotive, industrial and home, OA and ICT. Renesas holds more than 40 percent global market share for automotive MCU business. Our target applications for automotive segment are automotive control and automotive infotainment and network.
Renesas has dedication applications solutions for integrated cockpit through system on chip, R-car ecosystem collaboration solution for e-mobility and automotive analog and power devices for driving, steering and braking.
As semiconductor technologies evolved, it has enabled automakers to integrate multiple applications on a single chip significantly reducing the board area; thus optimizing performance and adding new features for comfort, safety and infotainment. Power technologies have brought energy efficiency, limiting power consumption in vehicles. Advancements in process technologies will continue to drive the auto industry in the coming years.
Renesas, for instance, developed the industry’s first 28nm flash memory IP for MCUs and the first semiconductor supplier to move from 40nm to 28nm process technology.
“Trends driving auto industry in India and globally are more of less the same. However, for India market, we see a specific demand for two-wheeler solutions and that is our target in coming years,” he concluded.
Lastly, I must take the opportunity to thank Ms Shweta Dhadiwal-Baid and Ms Sharmita Mandal for making this happen! ;)