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Synopsys now has a corner of the NVM / OTP market after acquiring Sidense and Kilopass. eMemory is still a force to be dealt with but wow.... Expect this to be another year of acquisitions by Synopsys, Mentor, and Cadence... absolutely.
Acquisition Enables Synopsys to Provide a Broad Non-Volatile Memory IP Offering Optimized to Meet Performance, Power, and Area Targets for a Wide Range of Applications
Highlights
Kilopass Technology's one-time programmable (OTP) non-volatile memory (NVM) IP has been integrated by more than 170 customers into more than 400 SoC designs, and shipped in more than 10 billion units worldwide
Kilopass Technology's OTP NVM IP is available and silicon-proven in a broad range of standard logic CMOS processes including 10-nm and 7-nm
Acquisition complements Synopsys' NVM portfolio with OTP products that are optimized for fuse replacement, secure key storage, device ID, analog trim, and code storage
Synopsys' combined OTP and multi-time programmable (MTP) NVM IP solutions provide designers with a broad portfolio optimized for performance, power, and area for a wide range of automotive, IoT, industrial, and mobile applications
An excellent acquisition from Synopsys! It will add estimated $60-70 million IP revenue this year. eNVM IP is also a product with royalty based business model and this will equilibrate Synopsys's IP revenue, increasing royalty share.
As Dan has pointed, this acquisition will also offer to Synopsys a dominant position in eNVM IP category... and they like it!
As a reminder, Synopsys already enjoys > 50% market share in USB, PCIe, DDRn, SATA, HDMI, SRAM IP (in some case like USB this market share is around 80%).
Synopsys is clear #2 in this design IP business (but ARM/Softbank is #1 with almost 50% market share of total IP segment). Should we expect more consolidation in 2018? Certainly yes!
