( ESNUG 452 Item 8 ) --------------------------------------------- [02/17/06]
Subject: Questions for Gary Smith, Senior EDA Analyst, Gartner/Dataquest
Gary Smith - Senior EDA Analyst, Gartner/Dataquest
How are these guys going to make any money? Is there a business model
that works here?
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Out of the companies represented here, who has the best price discipline?
Who has the worst price discipline? Get Gary to name names.
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At one of the DesignCon panels Gary Smith threw out "...the price war
between Cadence and Synopsys has destroyed revenue for all EDA companies,
maybe permanently. Revenue in EDA companies may be too low to allow the
creation of the next generation tools as a result..."
So edgy question for Antun and Ted: when are Cadence and Synopsys going
to bury the hatchet (and not in each other's heads) and stop destroying
the EDA industry with predatory pricing?
They are hurting everyone including customers.
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When are Aart, Fister, Rajeev or Wally going to stop killing the industry
with FAM deals? Will it take one of them going under for that to happen?
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For Gary Smith:
In the last 3 to 4 years the EDA industry has moved toward a "monopolistic"
business model where one company is trying to provide a complete solution
using multiple tools under one platform to cover the complete design flow.
These companies are trying to eliminate from the customer site any "foreign"
tools which are competing with their tools.
Is this business model sustainable over long time?
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All the EDA companies focus on the "bleeding-edge" where few designs can
take advantage of it. What's being done for the mainstream >90 nm designs?
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EDA pricing is all over the map, with deep discounts being given to large
customers. Is anything being done to offer more pricing equality for the
start-ups/smaller companies?
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It would be nice if you put together a "best in breed" flow of tools and
technologies from different EDA vendors and even IP suppliers. No I am
not going to pick a one company "the winner" and go with them. They
never win at everything...
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Gary Smith - Senior EDA Analyst, Gartner/Dataquest
Who is the next full flow vendor? Cadence for now has no competitor...
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5) Smith:
Do you have any idea what percentage of people read what you say/predict,
and thus move in exactly the opposite direction? It has worked for me
on numerous occasions. If I had been wrong as many times as you, I would
have been fired long ago.
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Gary - When will chips finally get too big to design new logic at RTL?
You've been saying that was imminent for 5 years (or more).
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Ask the panelists: Which one of you is going to order up the Mafia hit
on Santarini? Who's going to pay for the contract? :-)
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You always hear about designer types harping about some "gap" ...
Verification gap for example. And how EDA needs to get its act
together, etc., etc., etc.
When are the EDA vendors going to say "When are you designers going to
get your act together and work with us so we develop the tools that you
need when you need them?" (Instead of waiting for us to come up with
something and then telling us it is all wrong.) Instead of pitching us
against each other so you can milk the heck out of us. Who in EDA has
the guts to speak up?
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Gary Smith - In algorithmic synthesis Celoxica is outselling Forte, yet
you prefer Forte technology. Why is that?
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Predictability in Verification Closure: hype or reality?
Verification Planning -- is this yet another a new oxymoron? Is it even
a meaningful term?
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My feeling is that the US is still the biggest market for all these
companies, but what about China and India? Can the panel give an
indication of their current importance in % of the world market and
of the expected importance in the year 2010. Will China and India
ever become more important than the US?
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In my company, the number of different tool license has grown exponentially
in 30 years. In 1975, it started from 1 (Spice) to more then 120 in 2005.
The growth rate is x1.17 every year almost constantly. These days, people
are extending EDA functinalities into both DFM/DFY and Si-Package-Board
areas which means this x1.17 growth rate will remain.
What will happen near future? 5 years later? Shall we have 263 different
licenses in 2010? Who can maintain this? How many support engineers
should we have?
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Why is the official position of Synopsys, Cadence, Mentor on the IEEE 1800
standards group against merging the Verilog and System Verilog reference
manuals, when most users want to see the manuals merged?
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