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Design IP Sales Grew 16.7% in 2020, to reach $4.6B and this is the best growth since year 2000!
The main trends shaking the Design IP in 2020 are very positive for the Top 3 IP vendors, each of them growing more than the market and confirm the importance of the wired interface IP market, aligned with the data-centric application, hyperscalar,… Read More
Over the past few weeks, there have been numerous reports about Nvidia’s overtures to acquire Arm. The news has mostly been obsessed about the $31 billion that Arm’s current owner, Softbank, paid for Arm and whether Nvidia could pay such an eye-watering price to buy this asset. There is also pushback from Herman Hauser who was one… Read More
General Motors’ announced shut down of the Maven car sharing service was hardly a surprise, especially coming in the midst of the COVID-19 pandemic. By the time of its demise, Maven was only operating in four or five cities, down from a high of 17. The venture was doomed from the start, and its departure is a cautionary tale for
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The hideous reality of the coronavirus has exposed the hideous realities of the mobility industry with sobering implications for all. At its core, mobility is about moving people in the safest, most efficient, and cost effective ways and suddenly citizens around the world are being told to stop moving and stop congregating.… Read More
The recent (since 2016) news about Apple, China, FTC and other organizations positioning in respect with IP are concerning, as it seems indicating that Intellectual Property in general (Design IP and Technology IP) is at risk. Let’s consider several facts through different cases, involving ARM, Qualcomm, Imagination Technologies… Read More
Publishing a book on the history of ARM was an incredible experience. In business it is always important to remember how you got to where you are today to better prepare for where you are going tomorrow. The book “Mobile Unleashed” started at the beginning of ARM (Acorn Computer) where a company went from a crazy idea a couple of engineers… Read More
Two important trends will be discussed in this book: The disruptive nature of the Internet of Things and the use of the ASIC business model by systems companies to get into the chip business. … Read More
The roster of automotive artificial intelligence (AI) initiatives is growing rapidly with Softbank working with Honda on the Emotion Engine for the Neuv self-driving commuter vehicle, IBM’s collaboration with General Motors and BMW, and, now, reports of Microsoft bringing AI to Volvo in the form of Cortana. It was Google… Read More
It’s been 16 years since the debut of Honda’s Asimo robot. By now, millions of people around the world have seen Asimo and its offspring at trade shows and on television. The robot is still capable of drawing a crowd wherever it is found especially since it is not only capable of walking and running but also of recognizing… Read More
The embedded FPGA business has been getting quite a bit of press lately so it is definitely worth a closer look. Intel started it all when they acquired the #2 FPGA company Altera for $16.7B last year. Microsoft is also a big FPGA fan for search and deep learning. In fact, Microsoft’s commitment to FPGAs, specifically Altera FPGAs,… Read More