( ESNUG 518 Item 3 ) -------------------------------------------- [02/01/13]
Subject: News & Rumors on Samsung, Apple, Nvidia, EVE, DesignCon, Cadence
ITEM 3: Here's the latest news & rumors I've heard about EDA and fabs since
my prior post. Feel free to comment/correct/scold anything you see here!
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- This week AAPL announced it sold 47.8 million iPhones for 1Q13.
Samsung's lawyer, Charles Verhoeven, says Samsung memories, flat
screens, and processors comprise 26 percent of the component cost
of the iPhone. That's .26 x $199 BOM == $51.74 per iPhone. Now
that's $52.00 x 48 million == $2.5 billion for iPhone parts.
Isuppli says Samsung gets $20.80 NAND Flash + $10.45 DRAM + $44.00
touchscreen + $17.50 A6 == $92.75 of BOM per 32 Gb IPhone 5. So
that's $93.00 x 48 million == $4.4 billion for iPhone parts.
Isuppli says Samsung gets ~50% of iPad BOM. 22.9 million iPads
sold in 1Q13 x .5 x $365 BOM == $4.3 billion for iPad parts.
So AAPL paid from $6.8 to $8.7 billion to Samsung last quarter.
Funny thing is web stories in early 2012 said AAPL was to buy
roughly $11 billion in parts from Samsung for the whole year!
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- Five years ago, two researchers from Texas A&M (Gulati & Khatri),
gave at DAC'08, the first paper on GPU acceleration for EDA SW.
They "demonstrated a 35X speedup for fault simulation". This week
at DesignCon'13, the Nvidea keynote by Jonah Alben chatted up
Rocketick RocketSim speeding up their ATPG gate sim runs.
"What can I say? I work at a recursive company I guess."
- Jonah Alben of Nvidia on using GPUs to design GPUs.
That's a 17.1X speed-up running two jobs per Tesla K10. Scan runs
went from 20.7 days to 16 hours. Memory use from 125 GB to 25 GB.
The Next Big Thing appears to be using previously unused GPUs.
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- Congrats go out to Mentor Graphics Tessent IJTAG toolset for winning
the DesignCon DesignVision'13 award in IC Design Tools. IJTAG (or
IEEE P1687) lets one stitch together IP blocks with one standard
built-in testing scheme. No more homebrew scan testing of chips!
Congrats also go out to Ansys HFSS for winning the DesignVision'13
award in Modeling Tools. HFSS does 3-D full-wave electromagnetic
field simulation for antenna/RF/transmission/packaging design.
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- Speaking of DesignCon'13, Cadence, Mentor, Apache (Ansys), Bee Cube,
Blue Pearl, CAST, MoSys, Nimbic, Rambus, Uniquify, even little newbie
Chip Path Design all showed. The one big No Show? Synopsys, Inc.
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- Zihad Hanna, VP of Research at Jasper DA is keynoting next week at
the first ever SemIsrael Verification Day 2013 on "Security Formal
Verification of HW Design" -- it's about making secure datapaths in
HW by formally checking for unexpected backdoors. Neat stuff!
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- FUN QUOTE:
"It's easy to get distracted when you're knee deep in source."
- Jim Turley, columist, (EEJ 01/30/13)
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- After being bought out by SNPS, it's no big surpise to see many EVE
marketing and sales people leaving; the troubling rumor for Aart is
many EVE Zebu AE's and FAE's also appear have one foot out the door,
too. Word is Synopsys mgmt is scrambling to keep these irreplaceable
Zebu tech support folk, but many just don't shine to the idea of to
being yet-another-tiny-cog in the 6,800 employee Synopsys machine.
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- Did you notice in the Brett-gloats-about-Forte-about-beating-Calypto
letter in ESNUG 516 #1 with the Gary Smith Market Trends 2012 data:
2011 ESL Synthesis Market: $28.2 million total
Forte Cynthesizer #################### $10.1 (36%)
Mentor Catapult C #################### $9.9 (35%)
BlueSpec ############# $6.5 (23%)
SNPS Synphony (Synfora) ## $1.7 (6%)
Cadence C-to-Silicon $0.0 (0%) <--------------- WTF????
See that Cadence C-to-Silicon had $0 is 2011 sales! There's a story
here that Gary Smith is NOT telling in his Market Trend write-up, but
just in his data. Ouch!!!!!
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- FUN QUOTE:
"Moving the Phil Kaufman Award to Sunday evening at DAC is like
taking two aspirins and calling the doctor in the morning."
- Gabe Moretti, EDA editor, (GoE 10/16/12)
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- Real Intent announced their Ascent IIV block-level RTL bug huntery
tool now does VCD traces, incremental runs, "eliminates toggle net
false positives caused by reset state values" ?????, and 50% faster
on 100 K blocks. Their Ascent XV thing that chases X's now does
retention flops, broader coverage, and new X chasing debug.
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- EDAC reports overall, 3Q12 EDA revenues increased 4.9% compared to
the same period in 2011. Total revenue for 3Q12 was $1.619 billion.
Here's how it broke out:
Frontend EDA : #################### $633 m (39%)
Backend EDA : ########## $327 m (20%)
Silicon IP : ############# $423 m (26%)
PCB/MCM : ##### $153 m (9%)
services : ## $84 m (5%)
Americas 1.3%, Japan (-5.1%), Europe 3.8%, PacRIM 21.8% YAY, EDA!
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- Rumor has it that hotshot EDA salesdroid Craig Shirley has jumped
from Atrenta/NextOp to IC Manage. Craig's a known good "picker" of
EDA co's. He was at Verisity for 7 years and it IPOed; 2 years at
Jasper DA, going strong; 6 years at Apache, acquired; 1 year at
NextOp, acquired. So now there's a (3/4 == .75%) probability in
(7+6+1)/3 == 4.66 years Dean Drako's IC Manage is acquired or IPOs.
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- Spies have told me two fun rumors about Michiel Ligthart's Verific,
which sells parsers for Verilog, VHDL, System Verilog, and UPF to
EDA developers. First, he's selling LESS to EDA start-ups and MORE
to big IDM's like Qualcomm, Apple, Intel, AMD, etc. Second, his
biggest customer is accidental -- i.e. it's Synopsys, Inc., due to
Aart's recent EVE/SpringSoft/Magma/ArchPro/ZeroSoft buying spree!
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- I will be flying out for Tuesday's Common Platform Technology Forum.
Like many seeking alternatives to TSMC, I figure this is the one
place where an engineer can do an initial look-see into Samsung, IBM,
and GlobalFoundries as a possible fab for his/her next chip.
I'm pretty easy to spot. If you see a big, tall, loud white guy with
goatee beard and mustache -- if he's well dressed, respectable, and
on stage, it's Joe Sawicki of Mentor -- if he's poorly dressed, and
looking slightly lost in the crowd, it's me! Say "hi" if you see me!
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And again, feel free to comment/correct/scold/question anything you see here
by just emailing me directly. And, yes, you'll be ANONYMOUS!
- John Cooley
DeepChip.com Holliston, MA
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