It’s rare that we find a truly Indian-based company operating globally in the semiconductor space. Although the ‘gold rush’ towards IP development in the last decade initiated many IP start-ups in India, today we rarely find Indian IP company names which are shining in the global arena. The story of services companies is different,… Read More
Apple has redefined three industries within a decade: media player with the iPod, mobile handset with the iPhone and portable computers with the iPad. If there is anything common in these three game-changing product development stories other than Apple, it’s the ARM footprint. Even now the technology media is abuzz with speculation… Read More
These days, most of the innovative concepts in our cars are driven by electronics; not only infotainment systems, but also instrument clusters, safety systems including ADAS (Advanced Driver Assistance Systems), information displays, night vision, airbags, backup camera, stability control, and so on. The upcoming connected… Read More
IP vendors always try to create differentiation, especially when designing protocol based IP. You can differentiate by building the most performing controller but you will probably miss the expectation of these customers who don’t search for performance but just compliance to a specific standard. Or the vendor may want to design… Read More
Yesterday was the first day of CDNLive. There were three keynotes. The first was by Lip-Bu Tan, Cadence’s CEO (and the Chairman of Walden International that he will be the first to remind you). The most interesting tidbit was that Cadence now has over 1000 people working on IP and that it represents 11% of their revenue. Then… Read More
Last week was the ARM earnings call, giving the Q4 results and a summary of 2014. 12B chips containing ARM processors were shipped last year which has meant that they have grown in all their major end-markets: mobile, embedded intelligence, and enterprise infrastructure. Almost half of those 12B chips were in mobile, around 5.6B.… Read More
ARM had a big press/analyst show at the Epic Roasthouse here in San Francisco this morning. They announced a new portfolio of IP targeted at the next generation mobile experience. There were 4 components to the announcement:
The origin of ARM’s success in mobile phone space is largely traced to Symbian’s decision to exclusively support the ARM Instruction Set Architecture (ISA). This in turn was the consequence of a mid-1990s decision by Texas Instruments to use ARM in its mobile phone ASICs for Nokia, the driving force behind the inception of the Symbian… Read More
In December I signed up for an IoT “lunch and learn” hosted by Mentor Graphics. There were a number of surprising things about the session. The first and most obvious is that it was really a “breakfast-to-lunch and learn”. Starting at 9AM and going through the end of lunch, it was packed full of ‘learning.’ It was also packed full of … Read More
As we left an exciting year 2014 which is poised to record 7+ % increase in semiconductor revenue (~ $338 B) compared to 2013 (~ $315 B) and entered into another promising year 2015 for semiconductors, I looked back over the year bygone and collected inferences from some of the major important events which clearly convey how 2015 can… Read More
