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Cadence Design Systems Inc. Message Board

  • veri.dude veri.dude Nov 24, 2008 12:40 PM Flag

    analog, verification what's more ?

    am interested to know cadence competitive position in the various markets ?

    - Analog ?
    - Emulation ?
    - verification ( see below)
    -anything else ?

    Emulation :
    a small market ( guess no more than 50M/year),
    cadence does seem to have advantages there, yet potential of market now sure.

    competitors : Ikos - ment ( probably a non profitable biz-unit ) .

    Verification :
    Cadence has a strong position in verification ( specman isbetter than competition) , this is a high potential profitable market, and due to their size+technology+ better VIP+cost-to-switch they seem to be well positioned .

    competitors : mainly SNPS vcs
    also run questa - modelsim.

    size : hmm , my guess 500M/year ( pre crisis)
    wonder what are the real numbers here ?
    cadence cut ? ( my guess around 180 M )

    Analog :

    who are the competitors ?
    is it titan ? how good and how complete are they ? ( due to LAVA's position maybe they'll close it )

    VoltageStorm got good reviews at Cooley . what is market size and share ?!

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    • On analog, their competition is broader than just Titan. Due to the open-source OpenAccess database becoming the standard, Cadence's competition becomes
      1) Internal CAD groups who can customize a solution much better than Cadence, and provide a no-royalty path moving forward
      2) Small companies (Pulsic,Silicon Navigator,micromagic,...)
      3) Synopsys

      I personally think that OA would become one factor in Cadence's downfall, by helping to erode the margins of what used to be a very profitable business for them.

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