( ESNUG 509 Item 5 ) -------------------------------------------- [09/13/12]
Subject: And 46 percent of EDA RIVALS see Synopsys-Ciranova as BAD
MERCY KILLING: While some rival vendors laughed because Ciranova dying had
somehow "proved" that PyCells and iPDK were a puppet scheme by SNPS to break
the CDNS Virtuoso monopoly, most (46%) thought it's BAD to have yet another
EDA company disappear.
For 13 rival EDA vendors:
"This Cirnova-Synopsys merger is (choose one) GOOD news,
BAD news, NEUTRAL news for my company because (say why):"
GOOD: ############### 31%
BAD: ####################### 46%
NEUTRAL: ########### 23%
Other rival vendors had concerns about a start-up taking in $30 million in
VC funding going out for $8 million -- thus hurting the EDA VC climate.
---- ---- ---- ---- ---- ---- ----
BAD news. Synopsys paid $8 M for Ciranova. They owed $27.5 to the
VC's after 5 rounds of funding. VC's need to see positive returns
from EDA or they won't invest in it.
---- ---- ---- ---- ---- ---- ----
Neutral.
Ciranova sold for $8 Million. It got $30 M in funding (including a
recent $3 M bridge fund and a restart after $16 M.)
The problem is Ciranova only really had one real customer, Intel,
and that was for their Helix analog placer. Their analog placer is
more of a technology than a product and required a lot of AE support
to get up.
The Ciranova analog placer will be useful with SpringSoft, but
SpringSoft doesn’t have much of an analog presence, beyond their
$15 M Laker digital custom footprint. SpringSoft has a physical
presence but not a SPICE cockpit.
The PDK tool only had marginal revenue but it is strategic technology
for Synopsys to compete with Cadence.
---- ---- ---- ---- ---- ---- ----
Good.
We have been telling our customers that IPL was not a neutral format,
it benefits Synopsys. The acquisition proved us right. Our customers
will now understand that PyCells belong to Synopsys.
- [ A Cadence Employee ]
---- ---- ---- ---- ---- ---- ----
BAD news.
Synopsys controlling PyCells leaves a lot of uncertainty how this
will remain a critical piece of the iPDK open standard.
---- ---- ---- ---- ---- ---- ----
GOOD News.
Not sure if they had a real business. Keeps Ciranova's technology
alive and available. They have two patents assigned to them.
---- ---- ---- ---- ---- ---- ----
GOOD news, Ciranova could not survive as an independent company.
---- ---- ---- ---- ---- ---- ----
NEUTRAL, almost changes nothing, IMO.
---- ---- ---- ---- ---- ---- ----
Bad news: there is a rapid decrease in total number of EDA companies,
so the rate of innovation will stagnate. This will continue until
the user community hits some type of barrier, and then they will be
either forced to fund start-ups, or internal EDA development.
Intel and IBM are the only strategic companies with a considerable
EDA investment, the others will be hosed if an internal technology
helps them get 14 nm product to market faster. In particular
Samsung, TSMC could be behind the eight ball.
- Steve Meier, consultant
---- ---- ---- ---- ---- ---- ----
Good: Cadence had the monopoly for too long. Competition is good
in this domain.
---- ---- ---- ---- ---- ---- ----
It's a BAD news because of one less independent EDA company, which
may make the EDA world less diverse.
---- ---- ---- ---- ---- ---- ----
BAD news. One less independent EDA vendor usually leads to less
diversity and innovation in the EDA world.
---- ---- ---- ---- ---- ---- ----
Good news. Because it proves that real EDA development and innovation
doesn't happen at the Big Three. It proves that start-ups make the
value and keeps the ecosystem alive.
---- ---- ---- ---- ---- ---- ----
Neutral.
Because it will take some time for them to establish themselves as
part of Synopsys.
---- ---- ---- ---- ---- ---- ----
GOOD. It is more powerful than ever for SNPS SoC integration.
---- ---- ---- ---- ---- ---- ----
Related articles:
78 percent of frontend USERS see Synopsys-SpringSoft as BAD
But the backend USERS are evenly split on Synopsys-SpringSoft
And 86 percent USERS overal are NEUTRAL on Synopsys-Ciranova
While 52 percent EDA RIVALS see Synopsys-SpringSoft as GOOD
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