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.
According to Steve Bailey from CommVault, IT managers are said to be walking on a tightrope between resources and data growth! Conversely, the resources for CIOs are much lesser, compared to the data growth, which is explosive!! Find all of this hard to believe? Well, ask around!
IT storage professionals are actually considered to be somewhat of ‘tightrope walkers’, given the fact that they have to perform tremendous balancing acts while driving projects — all along with the budget allocated to them.
As per a survey conducted by CommVault, the IT organizations are prioritizing managing data growth (i.e., data reduction) first, followed by network and equipment, disaster recovery, applications/software, data backup and recovery and backup of virtual server environments. Managing data growth remains a major budgetary priority for the IT managers. Besides, all of the data has to be managed by organizations without the benefit of adding IT staff!
There’s hardly anything that anyone, let alone the IT staff, can do to curtail the data growth. And now, the advent of mobile devices, virtual servers and the increasing use of social media have added to the creation of even newer and massive data!
By the way, have you visited media houses, small IT shops or companies, small retail stores, and so on? IT protection is, most of the times, way of the mark. Why, there are even media houses that have poor IT infrastructure! In fact, some of the offices even had their web site spammed quite often in the past. I have little idea right now, but I do hope they have improved their IT defence. Some commentators have even expressed the need for next-generation firewalls as the need of the hour!
Apparently, managing the IT side of things or the IT infrastructure is considered not so important by many of the small organizations. Don’t you think that it is necessary that they too protect their organizations? Forget about the absence of IT storage professionals in such organizations!
If one may add, vendors either seem to charge these companies exorbitantly, or, they are least bothered if such companies get into ‘IT trouble’. The fact is: such companies are small in nature, and do not have that much money to spend on IT. Or, at least, that’s not their main game! It takes a great deal of convincing on part of vendors, I am sure, to get such companies to protect their IT infrastructures.
So, how do the CIOs and the IT managers manage all of this exploding data (and devices, of course)? Certainly, this calls for a seamless process — from backup to recovery to archiving data. There is a need to develop and have a single platform to manage and protect data. This needs to be done across heterogenous applications, hypervisors. operating systems and infrastructure — from a single console.
Well, how do you help the smaller companies, especially those located in smaller and sometimes, remote areas and cities? The answer is simple: vendors really need to take upon themselves the trouble of going down to such places, meet companies, and at least, sound them out on the IT solutions on offer. That will be a start!
I came across an article titled “Global Semiconductor Companies Turn to India for Growth” published on India Knowledge@Wharton. Isn’t this reason why global semiconductor companies enter a specific market in the first place — to grow their own markets and regions? So, why should it be different with India?
India is very well known globally for its talent, chip design capabilities (especially in the Indian arms of the global semicon firms) and as the world’s embedded bastion!
This particular article is brilliantly written, and kudos the author. The clinching paragraph is tucked away at the end, starting with: “None of the global players, however, is currently looking at setting up a semiconductor fabrication plant, or “fab,” in India.”
What’s happened up until now in the Indian semicon industry? If one were to look at the Special Incentive Package Scheme (SIPS), which was introduced back in Sept. 2007 by the government of India, it was geared toward encouraging investments for setting up semicon fabs, and other micro and nanotechnology manufacturing industries in India!
It also defined the “ecosystem units” as units, other than a fab unit, for manufacture of semiconductors, displays including LCDs, OLEDs, PDPs, any other emerging displays; storage devices; solar cells; photovoltaics; other advanced micro and nanotechnology products; and assembly and test of all the above products.
Next, the government of India’s thrust on solar/PV, via the Jawaharlal Nehru National Solar Mission (JN-NSM), has at least ensured the country’s solar/PV future.
What has happened since all of these policies? Really, nothing much, at least from the perspective of the Indian semicon industry. If it has, at least, I am unaware, and my apologies for this ignorance.
Of course, solar/PV seems to be going from strength to strength! Recently, NTPC Vidyut Vyapar Nigam Ltd (NVVN) put out the list of selected solar projects under the JN-NSM Phase 1, Batch 1. But that’s another story!
On this very blog, there are several posts that speak of India’s ability or inability to build a fab. At first, folks said that semicon fabs were on their way in India, and that the story isn’t disappearing. However, somewhere along the line, that particular vision took a beating and fabs simply disappeared from the Indian semicon radar! Read more…
Alright folks! This has taken some time coming, but it is worth the wait! Presenting the Top 20 solar photovoltaic companies during Q1-2008. May I add here that I am extremely grateful to iSuppli’s Jon Cassell for giving me this opportunity.
Parameters for rankings
First up, what were the parameters used by iSuppli to determine the top 20? According to Dr. Wicht, the top 20 cell-companies have been ranked by production in 2007 and by announced production capacity 2010. He clarified, “Ranking by revenue is not applicable because many integrated manufactures publish compound revenues for cells, modules and systems.”
Yes, there have been several announcements in the solar/PV space, in India, and globally, and some names could be missing here. However, the new cell manufacturing projects will be included as soon as they are announced.
Coming back to the topic, it is necessary to examine the role of subsidies. While photovoltaics have been getting cheaper, Dr. Wicht said that subsidies were still necessary to support the PV markets. “It shows that the time grid parity shortens faster than expected earlier. As an example, for Germany, the grid parity might be achieved in 2015, which is two years earlier than expected in 2007.”
That is to say, the support programs are benefical, both to support markets to become independent sustainable and to develop the regional industry.
Global interest in solar/PV
Critically, there seems to have developed a sudden interest in solar/PV, starting late 2007, when this (solar) has been around for some time. How has this happened?
According to Dr. Wicht, raising CO2 levels generated through fossil energy, CO2 certificates, rising prices of fossil fuels, political dependency from oil exporting countries drove the Kyoto protocol to reduce CO2.
“Renewable energy is a major pillar to achieve that goal. European governments have been frontrunners to implement and execute that goal. That said, solar has been around for a while. Japan was the first significant market. However, on a global basis, it took off in Europe from 2005 onward,” he noted.
With the spate of initiatives in solar/PV, can it not turn out to be a case of too many folks entering the same line?
Sure, over and undersupply happens along the supply chain! The iSuppli market research figures out imbalances, which drive prices/margins up and down.
Also, isn’t there a chance of solar/PV getting commoditized, or has it already become one? Well, PV modules are a commodity product, said the analyst. The market is still in its infancy and it will continue to grow for the next 10 years and further. The overall saturation will come, but still some years to go.
Is solar helping semicon?
Some industry folks have been saying that the solar/PV initiatives are not really helping the overall semicon industry, a statement I agree with as well. Also, it may only be benefitting some of the equipment makers.
Dr. Wicht said: “Indeed, semicon fabs are not able to produce competitively solar cells and the solar need for semiconductor devices is rather low. The semiconductor companies, however diversify into PV, e.g., Qimonda with a new cell production. Intel is investing in several PV companies, LG is investing in Conergy, etc., or supplying devices for power conversion, e.g, National Semiconductor. However, the overall impact on the semicon devices market is rather low!
Solar, semicon on par?
iSuppli made a forecast some time back regarding investments in solar and semiconductors being on par by 2010.
The investments for solar cell production raising up to several hundreds of Mio USD, up to 1 Bio $ per production site. That is coming close to a semiconductor fab. The total capex of semiconductor is still 10 times larger than PV. However, PV is rising much faster.
IC Insights recently published the May update to The McClean Report, featuring the Top 20 global semiconductor companies. Not surprisingly, there have been some significant movers and shakers. The most telling — quite a few of the major DRAM and Flash suppliers have dropped out of the Top 20 list!
First the movers! Fabless supplier Qualcomm jumped up four spots, ranking as the 10th largest semiconductor supplier in Q1-08. Next, Broadcom, the third largest fabless supplier, also moved up four positions, up to the 20th position. Panasonic (earlier, Matsushita), moved up to the 19th position, while NEC of Japan moved up to the 13th position.
TSMC, the leading foundry, moved up one position, registering the highest — 44 percent — year-over-year Q1-08 growth rate, besides being ranked 5th. Nvidia, the second largest fabless supplier, was another company registering a high YoY growth rate of 37 percent, and moved into the 18th position. Some others like Infineon, Sony and Renesas also climbed a place higher each, respectively. The top four retained their positions — Intel, Samsung, TI and Toshiba.
And now, the shakers! The volatile DRAM and Flash markets have ensured the exit of several well known names such as Qimonda, Elpida, Spansion, Powerchip, Nanya, etc., from the list of the top 20 global semiconductor companies, at least for now.
Among the others in the list, the biggest drops were registered by NXP, which dropped to 14th from 11th last year, and AMD, which dropped two places, from 10th to 12th. Two memory suppliers — Hynix and Micron — also slipped two places, to 9th and 15th places, respectively. STMicroelectronics also slipped from 5th to 6th. IBM too slipped out of the top 20 list.
The top 20 global semiconductor firms comprises of eight US companies (including three fabless suppliers), six Japanese, three European, two South Korean, and one Taiwanese foundry (TSMC). Also, looking at the realities of the foundry market, TSMC’s lead is now unassailable. If TSMC was an IDM, it would be No. 2, challenging Intel and passing Samsung, said one analyst, recently, a thought shared by many.
IC Insights has reported that since the Euro and the Yen are strong against the dollar, this effect will impact global semiconductor market figures when reported in US dollars this year.
There are some other things to watch out for. Following a miserable 2007, the global DRAM module market is likely to rebound gradually in 2008 due to the projected recovery in the overall memory industry, according to an iSuppli report. That remains to be seen.
Some new DRAM camps — such as Elpida-Qimonda, and Micron-Nanya — have been formed. It will be interesting to see how these perform, as will be the performance of ST-backed Numonyx.
Further, the oversupply of NAND Flash worsened in Q1-08, impacted by the effect of the US sub-prime mortgage loan and a slow season, according to DRAMeXchange. The NAND Flash ASP fell about 35 percent compared to Q4-07. Although the overall bit shipment grew about 30 percent compared to Q4-07, the total Q1-08 sales of branded NAND Flash makers fell 15.8 percent QoQ to US$3.24bn. Will the NAND Flash market recover and by when?