Monthly Archives: June 2018

Investment budget local government

China’s Semi Capex Forecast to be Larger than Europe and Japan Combined in 2018

IC Insights will release its 200+ page Mid-Year Update to the 2018 McClean Report next month.  The Mid-Year Update will revise IC Insights’ worldwide economic and IC industry forecasts through 2022 that were originally presented in the 2018 McClean Report issued in January of this year.

 

Figure 1 shows that IC Insights forecasts that China-headquartered companies will spend $11.0 billion in semiconductor industry capex in 2018, which would represent 10.6% of the expected worldwide outlays of $103.5 billion.  Not only would this amount be 5x what the Chinese companies spent only three years earlier in 2015, but it would also exceed the combined semiconductor industry capital spending of Japan- and Europe-headquartered companies this year.

 

Since adopting the fab-lite business model, the three major European producers have represented a very small share of total semiconductor industry capital expenditures and are forecast to account for only 4% of global spending in 2018 after representing 8% of worldwide capex in 2005.  Although there may be an occasional spike in capital spending from European companies (e.g., the surge in spending from ST and AMS in 2017), IC Insights believes that Europe-headquartered companies will represent only 3% of worldwide semiconductor capital expenditures in 2022.

 

It should be noted that several Japanese semiconductor companies have also transitioned to a fab-lite business model (e.g., Renesas, Sony, etc.).  With strong competition reducing the number and strength of Japanese semiconductor manufacturers, the loss of its vertically integrated businesses and thus missing out on supplying devices for several high-volume end-use applications, and its collective shift toward fab-lite business models, Japanese companies have greatly reduced their investment in new wafer fabs and equipment.  In fact, Japanese companies are forecast to represent only 6% of total semiconductor industry capital expenditures in 2018, a big decline from the 22% share they held in 2005 and an even more precipitous drop from the 51% share they held in 1990.
 

Figure 1
Although China-headquartered pure-play foundry SMIC has been part of the list of major semiconductor industry capital spenders for quite some time, there are four additional Chinese companies that are forecast to become significant semiconductor industry spenders this year and next—memory suppliers XMC/YMTC, Innotron, JHICC, and pure-play foundry Shanghai Huali.  Each of these companies is expected to spend a considerable amount of money equipping and ramping up their new fabs in 2018 and 2019.

 

Due to the increased spending by startup China-based memory manufacturers, IC Insights believes that the Asia-Pac/Others share of semiconductor industry capital spending will remain over 60% for at least the next couple of years.

 

 

Report Details: The 2018 McClean Report
Additional details on semiconductor industry capital spending and current IC market trends will be provided in the Mid-Year Update  to The McClean Report—A Complete Analysis and Forecast of the Integrated Circuit Industry. A subscription to The McClean Report includes free monthly updates from March through November (including a 200+ page Mid-Year Update, and free access to subscriber-only webinars throughout the year. An individual-user license to the 2018 edition of The McClean Report is priced at $4,290 and includes an Internet access password.  A multi-user worldwide corporate license is available for $7,290.

 

 

To review additional information about IC Insights’ new and existing market research reports and services please visit our website: www.icinsights.com.

 

 

More Information Contact

For more information regarding this Research Bulletin, please contact Bill McClean, President at IC Insights. Phone: +1-480-348-1133, email: bill@icinsights.com

 

PDF Version of This Bulletin

A PDF version of this Research Bulletin can be downloaded from our website at http://www.icinsights.com/news/bulletins/

 

parternship

Silicon Creations’ SerDes Technology Helps Power Leading-Edge 8K TV

Silicon Creations, a leading supplier of high-performance analog and mixed-signal intellectual property (IP), announced today that its SerDes (Serializer/Deserializer) receive and transmit PMA (Physical Media Attachment) technology has been deployed in an SoC that powers a leading 8K (UHD) flat-panel television.

 

The SoC was designed by Socle, an IC ODM and IC channel company that develops ASICs for leading Flat Panel TV, IoT and robotics applications, which integrated Silicon Creations’ Rx and Tx PMAs into a pixel-processing SoC that was then deployed in the UHD TV.

“Socle’s SoC proves that the combination of Silicon Creations’ V-by-One HS PMAs implemented in TSMC’s 28nm HPC+ process and the V-by-One HS Rx and Tx controllers from a third party can effectively support a real UHD TV system,” said Andrew Cole, Vice President, Silicon Creations.

 

“We have also tested the electrical performance of the PMAs in a TSMC 28 HPC+ test chip showing that the IPs perform very well, easily meeting the specifications, including running in loop-back at over 6Gbps. That demonstrates plenty of margin to the 4Gbps required by the V-by-One HS standard. We’re delighted that this collaboration with Socle has been successful with the first silicon tapeout, a testament to the competent design teams in both companies,” Cole added.

 

Silicon Creations offers a range of SerDes IP built upon proven ring PLLs (phase-locked loops) and high-speed line drivers and receivers. Its PMA architecture is in production in more than 25 SerDes products, from 180nm to 28nm and at speeds up to 20Gbps.

 

In addition to V-by-One HS, Silicon Creations offers targeted PMAs and PHYs including JESD204, XAUI, CPRI, SGMII, CPRI, OIF-CEI, Infiniband, PCIe1/2/3/4 and Serial RapidIO, as well as Multiprotocol PMAs covering over 30 protocols from 250Mb/s to 12.7Gb/s and SerDes designed for custom requirements.

 

Silicon Creations will be highlighting their IP for PLL, SerDes and high-speed differential I/Os in booth #2525 at the 55th Design Automation Conference (DAC) June 24 – 28, 2018 at Moscone West Center, San Francisco.

 

About Silicon Creations

Silicon Creations is focused on providing world-class silicon intellectual property (IP) for precision and general-purpose timing (PLLs), SerDes and high-speed differential I/Os. Silicon Creations’ IP is in production from 7- to 180-nanometer process technologies. With a complete commitment to customer success, its IP has an excellent record of first silicon to mass production in customer designs. Silicon Creations, founded in 2006, is self-funded and growing. The company has development centers in Atlanta, Ga., and Krakow, Poland, and worldwide sales representation. For more information, visit www.siliconcr.com.

 

About Socle

Founded in 2001, joined Foxconn Group in 2014, Socle is a leading semiconductor company with comprehensive solutions for SoC design service in IoT, server, automotive, multimedia, and peripherals. Socle has more than 50+ global customers including several Fortune 500 companies. Socle’s specialty is IC ODM with integration of Foxconn ecosystem. The company collaborates with worldwide IP/EDA, Design alliance, wafer foundries, package, and testing vendors to provide one-stop total solution to the industry. For more information, visit www.socle-tech.com or contact asic_sales@socle-tech.com.

 

press release

Sankalp Semiconductor Announces Availability of Automated Analog Validation Services Environment – SAVE

Sankalp Semiconductor, a design service company offering comprehensive digital & mixed signal SoC services and solutions, today at 55th DAC 2018 announced the availability of Sankalp Automated Validation Environment (SAVE). Sankalp will be demonstrating a video demo of the solution at its booth #2457. SAVE allows post-silicon validation of Analog designs. It combines both software and Analog design services that enables comprehensive post-silicon validation. SAVE provides huge savings on the test time & validation cost. With an intuitive GUI, SAVE provides automated testing, monitoring and reporting.

 

“SAVE is another step towards enabling our customers through the entire chip design life cycle. Our customer using SAVE have benefited from incredible savings of time & cost.” said Samir Patel, CEO, Sankalp Semiconductor. “The configurability options within the GUI and Analog services provide customers the ability & flexibility to robustly validate Analog designs.

 

To know more about SAVE, please send us an email at marcom@sankalpsemi.com

 

Sankalp offers services and solutions to its customers in key semiconductor domains including Digital, Analog, mixed signal, custom layout, standard cell development, IO, memory, IP migration services and PDK development. Sankalp Semiconductor provides services and solutions to develop Application Specific SoC (ASoCs) for variety of applications.

 

Sankalp Semiconductor founded in 2005 with a focus to serve the semiconductor companies primarily offering Analog & mixed signal design services. Today, Sankalp with a team of 800+ engineering professionals has design Centers in Hubli, Bengaluru, Kolkata and Ahmedabad in India and Ottawa, Canada. The company provides unique advantage to its semiconductor customers by enabling them at any point of semiconductor services life cycle with the ability to provide end-to-end solutions.

 

 

About Sankalp Semiconductor

Sankalp Semiconductor offers an integrated portfolio of services and solutions to its customers in key semiconductor domains including digital, analog, high-speed physical interface IP, Embedded Memory Compiler and EDA modelling. Sankalp Semiconductor is a preferred semiconductor design service partner to multiple Fortune 500 companies in the Automotive, Consumer Electronics, Industrial IoT and Medical electronics space. The company enables its customers achieve their time-to-market window by delivering first time right silicon designs and engage with product engineering teams across the globe to design System-on-Chip. Sankalp Semiconductor is based in Sunnyvale, California, with offices in USA, India, Canada, Germany and Malaysia. www.sankalpsemi.com

 

Contact Information:
Eklovya Sharma

Sankalp Semiconductor
marcom@sankalpsemi.com
+1 408 682 0201 (Cell)

delta 333x222px

How to Cut Costs, Time and Pain during ASIC Manufacturing

Managing an end-to-end ASIC supply chain process is one of the biggest challenges of chip projects. The semiconductor value chain, which has always been complex, does not seem to get any simpler. A McKinsey report pointed out “there has been a 50 percent increase in test and verification time during the design process over the past few years.”

 

Even after chips enter the market, potential problems don’t stop. As the report mentions, “customers may encounter unexpected performance issues and ask semiconductor companies to help resolve them—a difficult task, since there’s no way to trace a chip from design through use.”

 

Find the Right Partner

 

Building an ASIC supply chain requires specific expertise. Throughout the process you’ll be confronted with hundreds of decisions that will require specific knowledge in order to be addressed correctly, avoid costly mistakes and lose time. Which foundries should be used? Which packaging technology will ensure the optimal performance? How should your ASIC be designed for testability?

 

Carefully consider the partner(s) you select based on expertise, proven track record, their ability to handle more than a single discipline, and your ability to monitor and control.

 

 

Plan for Problems

 

ASIC manufacturing is a complicated, long process. Things may go wrong, and in most cases, they do. A design can change midway through the ASIC development process; an RF wire bond issue may be discovered; and yield may drop due to an unknown reason.

 

Analyse in advance the risks associated with your specific ASIC development project and make sure that both you and your partners clearly understand the risks and have a corrective action plan. Consider issues like response time, service, and relationship between vendors.

 

 

Optimize Cash Flow

 

ASIC manufacturing is costly. Even if you’re taking an advanced-technology ASIC to market in relatively small quantities of tens of thousands of units, the total cost can easily reach a few million dollars.

 

Your goal should be to control your cash flow as much as possible. When working with ASIC partners, verify the timing of ASIC production charges.

 

Aim for Just-in-Time ASIC Manufacturing

 

ASIC manufacturing can present a dilemma for smaller companies. On the one hand, producing larger quantities allows reduced costs and improved quality. On the other hand, producing larger quantities requires handling ASIC stock with special conditions.

 

Start by analysing the longevity and cumulative volume expectations of your product. Then, assuming you don’t have the facilities, resources and conditions to store chips, try to plan for ‘just-in-time’ ASIC delivery.

 

Start with Quality, Then Price

 

At some point, every company that markets a product containing ASIC faces the manufacturing dilemma – how to go into production using the cheapest, most efficient and highest quality methods? Is it using an external full-turnkey partner (ASIC model) or taking full ownership and working directly with semiconductor suppliers (Customer Owned Tooling, or COT model).

 

Each model has pros and cons. As an earlier stage company, cutting production costs may be one of your priorities. Nevertheless, you still need to focus on your design core competencies rather than take the full burden of manufacturing. Best is if you can find a hybrid, ASIC to COT model, which offers the best of both worlds.

 

Learn More

 

Read the full e-book, 5 Best Practices for Successfully Managing an ASIC Supply Chain

news

Sankalp Semiconductor announces release of its eDP receiver IP for Chip on Glass Applications

Sankalp Semiconductor a design service company offering comprehensive digital & mixed signal SoC solutions today at 55th DAC 2018 announced release of its Embedded DisplayPort (eDP) receiver IP. DisplayPort offers high bandwidth, lower pin count and low power solutions for high-resolution displays. The Chip on Glass (COG) technology enables area efficient PCB design leading to significant reduction in system cost for notebooks, tablets and other mobile devices.

 

“We are excited to provide a customized eDP IP solution in the desired technology node tailored to our customer’s requirements,” said Dr. Vijay Pathak, CTO, Sankalp Semiconductor. “Our IP strategy involves design and porting IPs between technology and/or foundry nodes and providing support through custom IP services to ensure smooth IP integration in Display system designs.

 

Sankalp’s eDP receiver IP is compliant to eDP 1.4b receiver specification by Video Electronics Standard Association (VESA) and is developed in 80nm CMOS technology supporting configurable data rates of 1.6, 2.16, 2.43, 2.7 Gb/s. This mixed signal IP is equipped with at speed BIST and several diagnostic features for in-situ performance enhancements. The IP comes with a complete set of deliverables that include GDSII, LEF, PHY Verilog/ AMS models, channel modeling support and simulation, associated scripts and comprehensive documentation including IP datasheet and SoC integration guidelines.

 

Sankalp offers services and solutions to its customers in key semiconductor domains including Digital, Analog, mixed signal, custom layout, standard cell development, IO, memory, IP migration services and PDK development. Sankalp Semiconductor provides services and solutions to develop Application Specific SoC (ASoCs) for variety of applications.

 

Sankalp Semiconductor founded in 2005 with a focus to serve the semiconductor companies primarily offering Analog & mixed signal design services. Today, Sankalp with a team of 800+ engineering professionals has design Centers in Hubli, Bengaluru, Kolkata and Ahmedabad in India and Ottawa, Canada. The company provides unique advantage to its semiconductor customers by enabling them at any point of semiconductor services life cycle with the ability to provide end-to-end solutions.

 

 

About Sankalp Semiconductor

Sankalp Semiconductor offers an integrated portfolio of services and solutions to its customers in key semiconductor domains including digital, analog, high-speed physical interface IP, Embedded Memory Compiler and EDA modelling. Sankalp Semiconductor is a preferred semiconductor design service partner to multiple Fortune 500 companies in the Automotive, Consumer Electronics, Industrial IoT and Medical electronics space. The company enables its customers achieve their time-to-market window by delivering first time right silicon designs and engage with product engineering teams across the globe to design System-on-Chip. Sankalp Semiconductor is based in Sunnyvale, California, with offices in USA, India, Canada, Germany and Malaysia. www.sankalpsemi.com

 

 

Contact Information:
Eklovya Sharma

Sankalp Semiconductor
marcom@sankalpsemi.com
+1 408 682 0201 (Cell)

 

inomize

CEO Talk: Udi Shaked, Inomize

This interview with conducted with Udi Shaked, CEO of Inomize.

 

Full Name: Udi Shaked

Title: CEO

Company: Inomize

 

Tell me a bit about your background? How did you first get started with Inomize?

 

We came with the idea to establish Inomize back in 2007 having in mind that there is no a knowledge center here in Israel for companies which needs to acquire an advanced Silicon design know-how. My partners, Tzvika Shaked and Dudi Wolf and Me , had decided that the industry is thirsty for such a service provider, and we are in a good position to supply this need.

 

Tell me about Inomize?

 

Inomize today is one of the largest independent Silicon design entities in the world, with nearly 150 engineers, spreading over all various domains of ASIC and HW design like System, architecture, Front-End design, Verification, Analog, Back-end and more. The company has offices in Netanya, Jerusalem (part of the acquisition of Verisense in 2016) and the UK. Inomize not only employ Silicon engineers, but also has a training program for junior engineers who want to become Silicon engineers

 

What were you doing before that?

 

Inomize was officially established in 2008. As for myself, prior to Inomize I was working at Siano, as one of its founders, before Siano I had leading positions in Emblaze Semiconductor, Modem Art, Innowave and Comverse.
What problem did you see that needed to be solved? What is your approach to solving that?

 

Back in 2006 a company that wanted to do an ASIC had to rely only on itself, and build a very expensive infrastructure, even if the need was just for one-of or alike need. Inomize was offering a unique service that allowed companies to focus on their core technology, and rely on a trusted partner for the ASIC implementation work.

 

Did any of the market consolidation (or acquisition) affected your business and how?

 

Consolidation is almost synonymous with the VLSI industry and in 2016 Inomize was merged with Verisense, which we see as a boost to Inomize capabilities.

 

Which market segment seems promising to you? And why?

 

It is not a secret that many of the industry resources are now moving into the AI and Automotive markets and seems that those will be the growth engine for Inomize and the industry in the coming years.

AI, which is combining applications like Artificial intelligence, Augmented Reality, Virtual Reality and some more is where a lot of innovation and investments are happening, and Inomize is part of that.

 

In Automotive, especially in order to comply with ISO26262 which is the driving standard for this market.
The cars in the connected world we are living-in now, are becoming more and more sophisticated, and the way to generate this is by using a lot of SoC on each and every car This need drives technologies like Artificial Intelligence, Augmented Reality, Machine learning and more.

 

What is a typical customer for Inomize?

 

It’s difficult to characterize Inomize customers, as the variance between them is huge. Nevertheless, we seems to be more relevant to either companies that have SoC capabilities, but have a shortage in bandwidth, or new comers that do not have all SoC expertise and are using Inomize to bridge those gaps. Example to the latter is a medical equipment company that had an idea for a Bionic eye, but had no ASIC know-how where Inomize was taking their idea into an ASIC.

 

Customers are focused on time-to-market, first-time-right, price, etc. Do you see a change in customer behavior in recent years? Where is the focus today and why?

 

Customers are very picky with their selection of their technology partners, whether these are tools, IP or services. So you have to be able to provide a unique solution to stand out, as “me-too” strategy is not enough, and everyone wants to have differentiation, especially in the 16nm,12nm and 7nm era were designs are becoming highly complex.

 

What are the 3 top things you wish your customers would do better (or different)?

 

We are not in the habit of telling our customers what to do, but it would be nice if their decision processes were faster, which will help Inomize serve them better.

 

 

Are you currently hiring? What type of jobs?

 

Inomize is hiring for the last 10 years, so we are looking for top-notch candidates in all ASIC design disciplines like Architectures, Design (FE), Verification, RF, Analog and Back-end. Inomize has vacancies for those in all its locations in Israel and the UK.

 

Where can one find more information?

 

At Inomize web site www.inomize.com

 

 

What is the best moment in your day?

 

When I feel I was able to solve a customer related problem

 

How do you keep yourself energized and engaged during the day?

 

That’s simple, I like what I do, and that keeps me energized!

 

How do you spend your time outside working hours?

 

In our business the days are very long, so having family time is my preferred way of relaxing outside working hours.