Thanks to Paul, who has shared EDAC resultsfor Q3 2011, we can see that Silicon IP has definitely passed CAE revenue! It does not appears clearly ($410 million for IP, 566.7 for CAE), but when you consider that ARM, among many other IP vendors, is not part of EDAC, it’s easy to see that SIP revenue is higher than CAE (ARM revenue for 2010… Read More
I have shared with you last year some strategic information released by Cadence in April about their IP strategy, more specifically about the launch of the DDR4 Controller IP. And try to understand Cadence strategy about Interface IP in general (USB, PCIe, SATA, DDRn, HDMI, MIPI…) and how Cadence is positioned in respect with their… Read More
IP-SoC 2011is the 20[SUP]th[/SUP] anniversary for the first Conference completely dedicated to IP. IP market is a small world, as EDA a small market if you look at the generated revenue… but both are essential building blocks for the semiconductor industry. It was not clear back in 1995 that IP will become essential: at that time,… Read More
Denali acquisition by Cadence in May 2010, ChipIdea, Virage Logic, and nSys acquisitions by Synopsys in 2009, 2010 and 2011 (resp.) shows that IP market is consolidating… but new IP vendors are still emerging! So we need to know on which product the Interface IP market leader will tend to a dominant position, which new products… Read More
With worldwide annual media tablet shipments forecast changing –growing- almost every quarter, the latest from ABI research calling for shipment to approach 100 million units in 2012 and passing 150 million in 2014, with the same kind of forecast for smartphone passing 400 million units this year (438 million) and approaching… Read More
Is it surprising to see that Synopsys has been selected Interface IP partner of the year by TSMC? Not really, as the company is the clear leader on this IP market segment (which includes USB, PCI Express, SATA, DDRn, HDMI, MIPI and others protocols like Ethernet, DisplayPort, Hyper Transport, Infiniband, Serial RapidIO…). But,… Read More
Introduction from Hezi Saar: Eric’s latest viewpoints and reports are host onIPnestas well as on Semiwikiand you can find information related to various Interface IP: USB 3.0, PCIe, SATA, DDRn, MIPI, HDMI and more.
Q: Eric, give us a quick introduction about your background as it relates to interface IP
A: I have spent 20 years working… Read More
Using the “Diffusion of Innovation” theory, we have built a forecast for the market of USB 3.0 IP in 2011-2015. In this new version of the report, we have inserted the actual revenues generated by USB 3.0 IP from different vendors, for 2009 and 2010, and reworked the 2011-2015 forecast. Initially, we had expected this IP market to … Read More
According with ABI research, worldwide annual media tablet shipments are expected to top 120 million units in 2015, which is more than decent for a niche market. But if you compare it with the smartphone market (you can find the smartphone shipments forecast here), media tablet will weight 15% in unit shipment of the smartphone … Read More
…or a global recession, but that’s not the purpose of this blog. As everybody knows, Apple is designing and selling smartphones, only. Does it mean that only smartphones are generating profit in the mobile industry? As we have seen recently in Semiwiki, Apple makes 2/3 of profit of entire mobile industry.
Let’s have a look (below)… Read More
