It is always a pleasure speaking with Dr. Wally Rhines, chairman and CEO, Mentor Graphics Corp. The last time I met him was at Santa Cruz, USA, during a global electronics forum in April this year.
Outlook for global semicon in 2014
Dr. Rhines said: "The outlook for the global semicon industry in 2014 is modestly positive. Most analysts will see single digiit growth. In memory, we have short supply vs. demand. While we had consolidation of the wireless industry, we still have volumes of handsets, tablets, etc. In the US, tablets are said to be the biggest growth area during Xmas.
"When you look at any product, you look at what more can it do. You look at more and more features that can be added. We have specialization in ARM-based chips. There are enough change dynamics that show demand.
"The iPad bridged the gap between the portable PC and phone. The infrastructure of apps has now made a huge infrastructure. If you are dependant on apps, there can be a differentiator.
"Wearable electronics is another great opportunity. However, it is still a small market. The electronic watch is interesting. We are in an era where there are some things that are key, and some require figuring out.
"There will be more and more need for specific devices, rather than only applications in future. The same thing was with the PC, which went from custom to specific needs."
In that case, how is the global semiconductor industry performing having entering the sub 20nm era?
He said that 2014 is going to be a big year. There will be releases of 14/16nm technologies. This will be the year when customers will be doing tests. There are companies in all regions of the world that will be doing such stuff.
Have FinFETs gone to 20nm? Are those looking for power reduction now benefiting?
Dr. Rhines said: "The big advantage is leakage. FinFET dramatically impacts current leakage. Now, attention will shift to dynamic power. It will once again be predominantly the consumer of power in large chips."
Outlook for EDA
Now, let's see what's the outlook for the global EDA industry in 2014.
Dr. Rhines said: "Whenever you create new technologies, you will need EDA. So, EDA will grow. New designs will also need EDA. There will be new EDA tools. EDA is now addressing thermal and stress issues in verification and design. Caliber PERC is our main product here. The upgrades are good for EDA. There are new things they have to adopt, in these tools.
Let's talk about embedded. Mentor released the new version of Sourcery CodeBench. What does it stand to gain?
Raghu Panicker, sales director, Mentor Graphics India said the Sourcery CodeBench is a real-time operating system (RTOS). That product is gaining momentum. Large MNC customers like Qualcomm are adopting this. Among small firms, there are medical, energy meter companies that are handling it as well.
Dr. Rhines added that Sorcery CodeBench is indicative of a trend - it is very open source based. It is now 20,000 downloads a month, so that is a big community.
Next is there any scope for the growth of biomems and optical telecom industry?
He said that both areas are interesting. Biomems are still a fairly small market. It is going to be evolutionary. As for optical telecom, over the last year or two, all participants have gone into a silent mode. Mentor is working with a number of customers.
Five trends to rule in 2014
Now, it was quiz time. First, the top five trends in the EDA industry during 2014. Dr. Rhines said:
* Growth of emulation for verification. The market is growing at over CAGR of 25 percent. Emulation is really big. It will be a big game changer for EDA.
* Continued pressure on power as we go to FinFETs.
* Power reduction.
* Yield analysis for 14/16nm. A near range can be security.
Now, the top five trends for semiconductors in 2014! Dr. Rhines mentioned these as:
* Move to 14/16nm and cost.
* Growth in hybrid functions is another trend.
* Basic IoT.
* Security - how you verify designs.
* Continued commoditization of wireless applications.
Friday, December 6, 2013
Wednesday, December 4, 2013
"We are now looking at the embedded market - and expect about $2 billion serviceable available market (SAM). We are looking at $8 billion SAM at the ASIC/ASSP displacement market, and of course $6 billion SAM for core PLD."
After a long time, Xilinx has been seeing positive capex. "We are entering a growth cycle for service providers and enterprises," he added.
A macro view of capex equipment spend is driven by LTE 27.2 percent at 2011-16, and optical networks 15.9 percent. The other areas include data center, enterprise switching and routing, and service provider switching and routing. Next, 3D ICs will enable Nx100G OTN, 400G OTN, MuxSAR, as well as top of the rack switch, I/O virtualization
Earlier, there were less than 50 ASICs start in communications in the top 10 OEMs. There were less than 20 28nm ASIC starts in at top 10 OEMs. As of 2012, less than 50 percent of the top 16 ASSPs vendors were losing money.
Customer needs are diverse now. Companies end up over designing a chip. People end up paying for what trey are not using.
Xilinx is offering the SMARTCORE IP for smarter networks and data centers. "40 percent of our wins have been achieved by integrating or displacing ASICs and ASSPs," he said. "We have 25 percent total wins across a broad set of apps/portfolio."
Some other gains for Xilinx:
* Xilinx gained 3 percent increase in PLDs.
* In wired and data centers, it has 12-percent CAGR from 2013-16.
* In wireless, it has 10-12 percent CAGR.
* In automotive smarter vision, it has 20 percent CAGR growth.
* In industrial, scientific and medical (ISM), it has 12 percent CAGR growth.
* In FY13E-FY16E, Xilinx expects to grow 8-12 percent, and has plans to increase the R&D revenue to 8.6 percent.
Thursday, November 28, 2013
Suresh Nair, director, said that Leaptech is helping the electronics, semiconductor and automotive manufacturing companies in India by bringing in world class technologies from across the globe in assembly automation, the technologies, which are state-of-the-art.
"We provide both pre-sales and post-sales support to all the systems and solutions that we offer, complete post-sales support includes installation, commissioning, training, production support and process support through our factory trained engineers strategically located in Delhi, Mumbai, Bangalore and Chennai."
Leaptech provides audit and reconditioning services to enable customers improve productivity and uptime on their existing automated through hole and SMT assembly machines. Nair added: "We do provide audit and reconditioning services to customers where the machines were sold/supported by us. We may not be able to handle machines sold by other suppliers since that will be a breach of contract with out own principals."
As for the training on operational and maintenance aspects of through hole insertion and SMT machines, Leaptech also provide complete training on machines for operation, periodical maintenance, trouble shooting as well as preventive maintenance.
Leaptech offers consultancy services for new electronics setup as well as for new projects in the existing facility, which includes all detailing as well as knowhow on the process of assembly/production. our expert team is upto date with all latest trends in this industry.
Connected mobile devices
It will be interesting to get Leaptech's opinon regarding connected mobile devices. Nair said that connected mobile devices would grow for sure in the immediate future. Growth in the long term may depend on the contents of this segment and how interesting it is to the users.
With regard to automotive electronics driving energy efficiency, he added that Leaptech mostly sells automation equipment and the scope for these equipment toward energy efficiency for automotive sector is limited.
Indian electronics scenario in 2014 and beyond
According to Nair, the Indian electronics scenario is still dull and this may continue in the next year as well. Things could improve once the new manufacturing policy announced by the government starts seeing some investments.
To boost electronics manufacturing in India, it requires a simple action plan: make all finished electronics products imports more expensive and give incentives to local manufacturing.
However, he felt that nanotech will not emerge as a disruption in India, at least, not in the near future. It may make some impact in the long run.
Monday, November 18, 2013
Speaking at the ARM Summit in Bangalore, Dr Mark Brass, corporate VP, Operations, ARM, said that the first challenge was the number of people on the planet. Technology development and innovation also pose challenges.
According to him, mobile phones are forecast to grow 7.3 percent in 2013 driven by 1 billion smartphones. Mobile data will ramp up 12 times between now and 2018. Mobile and connectivity are creating further innovation.
August, a compamy, has introduced an electronic lock for doors, controlled by the smartphone. Another one is Proteus, which looks at healthcare. The smartphone is becoming the center of our world. All sorts of sensors are also getting into smartphones. Next, mobile and connectivity are growing in automobiles. Companies like TomTom are competing with automobile companies. Connectivity is also transforming infrastructure and data centers. They are now building off the mobile experience.
As per ARM, an IoT survey done has revealed that 76 percent of companies are dealing with IoT. As more things own information, there will be much more data. The IoT runs on ARM.
"There's more going on than just what you think. IoT is not just about things. Skills development should not be an afterthought. Co-operation is critical. Solutions will emerge. All sorts of things are going to happen. Three years from now, only 4 percent of companies won't have IoT in the business at all," Dr. Brass added.
IoT will be present in industrial, especially motors, transportation, energy, and healthcare. Smart meters are coming in to help with energy management. There is a move to Big Data from Little Data.
Challenges in 2020 would be in transportation, energy, healthcare and education. ARM and the ARM partnership is addressing those. "We are delivering an unmatched diversity of solutions. We are scaling from sensors to servers, connecting our world," Dr. Brass concluded.
Thursday, November 14, 2013
The DLP pico projectors business started in 2009. Now, pico is going into gaming systems, etc. In 2011, it went into the cinema industry. In India, out of 10,000 screens, close to 7,000 are now digital. In 2012, new DLP development kit was launched allowing developers to embed the DLP chip into non-traditional applications in new markets. In 2013, TI started working on DLP automotive chips.
He said: "DLP is an array of millions of digital micromirrors. We ship around 45 million devices. We see India as a growth opportunity for cimemas. In DLP front projection business, we have 60 percent share in India. Only 5 percent of Indian classrooms have projectors, making room for growth."
In low power pico projection, TI has 95 percent market share in India for standalone pico projection. A phone with pico projection was launched in India with iBall at 35 lumen.
DLP technology is available in India in:
Industrial: Machine vision can improve quality control in the Indian manufacturing sector.
Medical: Intelligent illumination systems for cost effective blood analysis.
Safety: Cost effective, accurate chemical analysis of food and industrial.
Automotive: Infotainment and safety solution being qualified.
DLP in automotive displays has several applications, such as wide field of view head up display (HUD) - app available by 2016, free shape interactive active console - app available by 2017, and smart headlights. Some other features include:
* High image quality: consistent contrast, brightness over lamp.
* Full, deep, accurate cover over lifetime.
* Easily enlarges larger display areas.
* High power efficiency.
* DLP technology automatically reduces reflection.
New market opportunities
There are said to be several new opportunities for DLP. These are in:
Industrial: Machine vision, spectroscopy, interactive display, 3D printing, intelligent lighting, digital light exposure.
Infotainment: Mobile phones, tablets, camcorders, laptops, mobile projection, ultra slim TVs.
Gaming: Dual console gaming, interactive gaming, near eye display.
Digital signage: Interactive surface, storefront interactive, retail engagement.
Automotive: Head up display, interactive display, intelligent lighting.
Medical: Spectroscopy, 3D printing, intelligent lighting.
TI has DLP LightCrafter family of evaluation modules. It enables faster development cycles for end equipment requiring smalll form factor, lower cost and intelligent, high-speed pattern display. The DLP LightCrafter 4500 features the 0.45 WXGA chipset. The DLP chip can enable new and innovative intelligent display apps. If your solution uses, programs or senses light, DLP could be a fit. DLP catalog offers programmable, ultra-high speed pattern. "DLP is light source agnostic. We use whatever's most efficient for brightness," he added.
Friday, November 1, 2013
SEMICON Europa included a supplier exhibition where quite a few 450mm wafers were on display. One highlight was a working 450mm FOUP load/unload mechanism, albeit from a Japanese manufacturer. These exhibits did illustrate though that 450mm is for real and no longer a paper exercise.
There was also a day-long conference dedicated to 450mm in the largest room. This was crowded throughout the time and a large number of papers were given.
Paul Farrar of G450C began with a presentation about Supply Chain Collaboration for 450mm. His key message was there are 25 different tools delivered to G450C of which 15 are installed in the NFN cleanroom. This number will grow to 42 onsite and 19 offsite by Q1 2015.
He stated that Nikon aims to have a working 193i litho machine in 2H 2014 and install one in Albany in 1H 2015. Farrar also reported a great improvement in wafer quality which now exceed the expected M76 specification, and prime wafers to the M1 spec should be available in Q3 2014. There has also been good progress on wafer reclaim and it is hoped some wafers can be reused up to 10 times, although at least three is the target.
Metrology seems to be one of the most advanced areas with eight different machines already operational. The number of 450mm wafers in their inventory now stands at over 10,000 with these moving between the partners more rapidly. It was immediately noticeable from Farrar's speech that G450C is now recognising the major contribution Europe is making to 450mm and is looking for more collaborations.
Facilities part of F450C
Peter Csatary of M&W then dealt with the facilities part of G450C, known as F450C. This group consists of:
• M&W (co-ordination)
• Mega Fluid Systems
• Haws Corporation
• Air Liquide
• Ceres Technlogies
• CS Clean Systems
F450C is seen as streamlining communications with the semiconductor companies and their process tool suppliers. The group will focus on four key areas, namely Environmental Footprint, Facility Interface Requirements, Cost and Duration, and Safety and Sustainability.
One interesting point raised was that 450mm equipment is inherently more massive and one suggestion has been that ceiling mounted cranes will be required to install and remove equipment. This of course means that fab roofs would need to be stronger than previously. This topic was discussed at the latest F450C meeting subsequent to this conference.
Another new concept is that of a few standardised 3D templates and adapter plates to allow fab services to be pre-installed before the equipment is placed.
An interesting point made elsewhere by M&W is that the current preference is to place a fab where there are already other fabs in existence so that the infrastructure to transport products, materials and services is already in place, as are basic utilities such as power, natural gas and water supply.
However, the scale of the expected utility demand at 450 mm ups the stakes as for example a large 300 mm facility uses about 4 million gallons of water per day, whereas a 450 mm fab will use almost double that, putting immense strain on a location's infrastructure should there be other fabs in the region. This could affect future site selections.
An outcome of this phenomenon is that the reduction, reclaim and re-use of materials will no longer be driven only by the desire to be a good corporate citizen, but will also be driven by cost control and to ensure availability of required resources such as power, water, specialty gases and chemicals.
Wednesday, October 23, 2013
Utilising a unique combination of world class expertise, industry-leading methodology and unique tools, Intergence has a clear and common purpose – to allow clients to extract more value from their existing assets, whilst delivering a first-class service.
Peter Job, CEO, Intergence, said that Intergence is all about expertise in IT optimization. This is about extracting more value. “One key challenges we found was that we were on the second or third generation structure. It is about of our expertise. We operate on three areas – IT optimization, managed sourcing and managed services around managing applications.
“One of the challenges we are addressing are addressng the end user themselves. They have fast and quicker access to applications. We have launced two new products at Gitex – AppFire – allows you to look at the LAN and WAN and the application itself.
“The AppFlare – gives the ability to monitor applications running across the Internet. We place software agents and they report how apps are running.
“We also do lots of managed sourcing – building infrastructure. We are able to mobilise and get a team of experts to come and build the IT team and build the infrastructure. The third is infrastructure. We are looking at cloud, security, etc.
“We are from the UK, and our business is growing at 35 percent. We moved to Dubai in 2008.This is our fifth Gitex. It can be any medium- or large-enterprise, public sector organization.
“The geography is UK and Europe, as well as the GCC countries. We have plans to go to Africa in the future.
The expertise of Intergence is IT optimization. Enterprises can use the AppFlare to make their infrastructure run more efficiently.
This year’s show is the best according to Intergence. You are always going to see security issues. More people are offering cloud services.
Some trends in 2014 include:
* BYoD will become mainstream.
* IT departments will have to become business centers.
* As for the cloud market, by 2016, 60-70 percent of businesses will have hybrid cloud. Lot of companies are looking at software-defined networks.
* Cloud analytics will go up by two to three years. People can actually see their data, and take informed decisions.