India’s evolving importance to future of fabless: Dr. Wally Rhines
If I correctly remember, sometime in Oct. 2008, S. Janakiraman, then chairman of the India Semiconductor Association, had proclaimed that despite not having fabs, the ‘fabless India” had been shining brightly! Later, in August 2011, I had written an article on whether India was keen on going the fabless way! Today, at the IESA Vision Summit in Bangalore, Dr, Wally Rhines repeated nearly the same lines!
While the number of new fabless startups has declined substantially in the West during the past decade, they are growing in India, said Dr. Walden C. Rhines, chairman and CEO, during his presentation “Next Steps for the Indian Semiconductor Industry” at the ongoing IESA Vision Summit 2014.
India has key capabilities to stimulate growth of semiconductor companies, which include design services companies, design engineering expertise and innovation, returning entrepreneurs, and educational system. Direct interaction with equipment/systems companies will complete the product development process.
Off the top 50 semicon companies in 2012, 13 are fabless and four are foundries. The global fabless IC market is likely to grow 29 percent in 2013. The fabless IC revenue also continues to grow, reaching about $78.1 billion in 2013. The fabless revenue is highly concentrated with the top 10 companies likely to account for 64 percent revenue in 2013. As of 2012, the GSA estimates that there aere 1,011 fabless companies.
The semiconductor IP (SIP) market has also been growing and is likely to reach $4,774 million by 2020, growing at a CAGR of 10 percent. The top 10 SIP companies account for 87 percent of the global revenue. Tape-outs at advanced nodes have been growing. However, there are still large large opportunities in older technologies.
IoT will transform industry
It is expected that the Internet of Things (IoT) will transform the semiconductor industry. It is said that in the next 10 years, as many as 100 billion objects could be tied together to form a “central nervous system” for the planet and support highly intelligent web-based systems. As of 2013, 1 trillion devices are connected to the network.
Product differentiation alone makes switching analog/mixed-signal suppliers difficult. Change in strategy toward differentiation gradually raises GPM percentage.
India’s evolving importance to future of fabless
Now, India ranks among the top five semiconductor design locations worldwide. US leads with 507, China with 472, Taiwan with 256, Israel with 150, and India with 120. Some prominent Indian companies are Ineda, Saankhya Labs, Orca Systems and Signal Chip (all fabless) and DXCorr and SilabTech (all SIP).
India is already a leading source of SIP, accounting for 5.3 percent, globally, after USA 43 percent and China 17.3 percent, respectively. It now seems that India has been evolving from design services to fabless powerhouse. India has built a foundation for a fabless future. It now has worldwide leadership with the most influential design teams in the world.
Presently, there are 1,031 MNC R&D centers in India. Next, 18 of the top 20 US semiconductor companies have design centers in India. And, 20 European corporations set up engineering R&D centers in India last year. India also has the richest pool of creative engineering resources and educational institutions in the world. The experience level of Indian engineers has been increasing, but it is still a young and creative workforce. There is also a growing pool of angel investors in India, and also in the West, with strong connections to India.
So, what are the key ingredients to generate a thriving infrastructure? It is involvement and expertise with end equipment. Superb product definition requires the elimination of functional barriers. He gave some examples of foreign “flagged” Indian companies that produced early successes. When users and tool developers work in close proximity, “out-of-the-Box” architectural innovations revolutionize design verification.
Welcome to my blog!
That’s Me! ;)
* Pradeep's Point - Winner, World's Best Blog in Electronic Hardware -- Electronics Weekly, UK (December 2008).
* Pradeep's Point - Honorable Mention for Best Technology Blog, Blognet Awards 2009 (February 2009).
* Green Gadget of Texas, USA, awarded Pradeep's Point as the "Featured Tech Site" for 2011!
* Gorkana, UK, awarded Pradeep's Point as the Blog Influencer 2012.
* Pradeep's Point won an award from Elite Techno, USA, April 2015.
* Pradeep's Point - Best Blog by Online Geeks, USA, April 2016.
* Pradeep's Point - Featured Tech Site by Beyond-Innovation, USA, June 2016 :)
Pradeep’s Point – Best Tech Blog, IndyWood Media Excellence Awards, Hyderabad, India, Sept. 2016.
Pradeep's Point -- Top Blog for design and verification, AMIQ Consulting, Romania, Feb. 2017 :)
Also, I won the following too! ;)
PC's Semicon Blog won once, Electronic Components four times, Electronics Blog and Telecom Blog once each. See below: :)
* PC's Semicon Blog was awarded the Top Digital Media Blog by Online IT Degree (November 2010).
* PC's Electronic Components Blog was awarded Top Resource for Electrical Engineers by ElectricalEngineeringSchools.org, USA, July 2013.
* PC's Electronic Components Blog ranked among “The 101 Best Resources for Electrical Engineers,” by Pannam Imaging, USA August 2014.
* PC's Electronic Components Blog selected as featured blog by InsideTechKnow, USA, Feb. 2015.
* PC's Electronic Components Blog selected as featured blog by Online Geeks, USA, April 2016.
* PC's Telecom Blog listed among Best VoIP blogs by HostedSwitch! :)
* PC's Electronics Blog selected as Featured Site of the Day - XploreEngineering.org, USA.
World Champion 2008! ;)
Pradeep Chakraborty's Blog was selected as the best in the world in the Electronic Hardware category for 2008-10, by Electronics Weekly, UK.
- Top 10 embedded companies in India
- New set of rules in IGBT market
- Cadence's Encounter and how it matches up to Synopsys' Galaxy!
- Cadence VLSI certification program (CVCP) aims to deliver 'industry grade' graduates
- SonicWALL on securing mobile devices!
- Dubai -- an emerging silicon oasis
- Solar PV industry scenario in India!
- Lip-Bu Tan, president and CEO, Cadence, on global semiconductor trends
- Analog and MCUs stand out: Dr. Bobby Mitra, TI
- Five recommendations for verification: Dr. Wally Rhines
- 528,824 hits (Since 20th Aug. 2009 -- this day, my earlier blog got hit! Thanks for your very kind support dear readers and Wordpress)
Blognet Awards 2009!
World’s Leading Blog Influencer 2012!
- Accelerating EDA innovation through SoC design methodology convergence
- SEMICON Europa 2014 calls for innovators
- DVCon India 2014 aims to bring Indian design, verification and ESL community closer!
- Apple continues to ‘wow’ all over again!
- All of my blogs are now up for sale! ;)
- Cadence now realizing EDA 360 vision: Nimish Modi
- Need for efficient product development ecosystem: CDNLive 2014
- Diverse requirements for IoT evolving: Charlie Huang
- IoT gathering pace as revolution: Guru Ganesan
- Innovating in system of systems: Lip Bu-Tan
Click to Read
PC’s Semicon Blog Award 2010! :)
You Can’t Miss These!
- Friends, I've won the IndyWood Media Excellence Awards 2016 at Ramoji Film City, Hyderabad, India! :) https://t.co/u5nMc5PtVf 7 months ago
- My interview with EEWeb :) eeweb.com/spotlight/inte… Thanks everyone! :) 7 months ago
- Everyone can go to esdm.in! ;) I just added esdm.in/?p=3391 ;) 1 year ago
- @bosemicrowave Oh! You can go to esdm,in! ;) OR esdm.in/?p=3391 ;) 1 year ago
- @XilinxEMEA Apologies, I just saw this! :) I already cover Xilinx a lot! :) 1 year ago