( ESNUG 440 Item 3 ) -------------------------------------------- [03/03/05]
Subject: ( DAC 04 #39 ) Sagantec Says Their Market is Way Over $12 Million
> KA-CHING! -- Do you hear the sound of that money printing machine? That's
> what happens if your arch rival, RubiCAD, goes under. (RubiCAD filed for
> bankruptcy rather than pay for a patent APM Design Labs owned.) So now:
>
> Dataquest FY 2003 Process Migration Market (in $ Millions)
>
> RubiCAD ############## $5.9 (49%)
> Sagantec ########## $4.0 (33%)
> Tanner Research #### $1.3 (11%)
> others ## $0.8 (7%)
>
> hypothetically becomes:
>
> Dataquest FY 2004 Process Migration Market (in $ Millions)
>
> Sagantec ######################## $9.9 (82%)
> Tanner Research #### $1.3 (11%)
> others ## $0.8 (7%)
>
> This begs the question of how long will this $12 million market will
> remain unchallenged?
From: Coby Zelnik <coby=user domain=sagantec spot gone>
Hi John,
Kudos for compiling this year's DAC trip Report. It's a huge knowledge base
that all of us in EDA find invaluable and look forward to see appearing.
I wanted to comment on the migration market numbers. Sagantec is a private
company, and we are not in the habit of releasing our financials, but the
numbers you quoted in this piece may create a very wrong perception that
Sagantec is only 1/3 its real size. Let me just say that if the total
migration market in 2003 was $12M, then Sagantec would have owned the
entire 100% of this market already in that year. The migration market is
much bigger than what's reflected in the quoted Dataquest 2003 numbers, but
until recently has still not reached the $50 M mark which is considered the
radar screen threshold for big league EDA.
The market is changing now with the advent of DFM. The same technology that
modified polygons to make them match smaller geometry rules, is now needed
to make these polygons adhere to more complex manufacturability and yield
rules in 90 nm, 65 nm and beyond. This has a huge potential value, but it
requires a very specialized and potent compaction technology. The market
segment name or definitions may shift a bit, and some of what we used to
call 'migration' in the past is going to be called 'DFM optimization' going
forward. With the growing need to converge design and process faster,
I believe that we are going to see more players entering our space.
- Coby Zelnik
Sagantec Fremont, CA
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