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Cadence Design Systems Inc. Message Board

  • hound_mm hound_mm May 27, 1998 5:03 PM Flag

    CDN is getting their ass kicked by VCS

    Does anyone know why CADENCE is losing so much marketshare in simulation? I have heard that Synopsys' VCS will do $75M this year. Has CDN really given up here?

    hound

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    • Hound,

      Synopsys' faster growing areas
      are: simulation, verification and physical design.
      Expectation is for VCS to see 20% growth this year. (I don't
      know if that equals $75M.) I don't know what this
      means in terms of market growth or market share.


      Cadence is doing well in their license growth.
      Their last quarter earnings surprise was helped by a
      license growth of 50%.

      Their strenght is in one
      of the fastest growing EDA segment; place and route.
      Plus they are pushing into the wireless market.

      Their design verification and ALTA group posted
      year-over-year declines of 10 and 5% respectively. They have
      some new products that could re-energize these areas
      but that remains to been seen.

      Sounds like
      simulation is what they classify as design verification.
      What do you think?
      Can you get more information
      out of your source? Does your source have a reason to
      be bias? Does Synopsys success mean that Cadence has
      given up?

      • 1 Reply to BigMacsWereMadCows
      • I have heard three distinct places that CDN is
        hurting on logic verification.

        - Most of the
        original Verilog (gateway) engineers have left to go work
        on VCS

        - The Synopsys contact I have has
        given me a hint that VCS is growing like crazy on the
        order of %50 year to year

        - I was on a CDN
        analyst conference call and they have admitted that Logic
        verification bus is down 19% year to year

        Have they
        given up? I don't think so but they have fallen way
        behind.

        Also, they are going to announce a simulation
        replacement, formal verification product at DAC but they are
        way behind. A small compnay called Chrytalis or
        something like that is the leader by far.

        They
        should purchase them although FV is a small segment it
        could help revenue in that Bus. Unit.

        hound

 
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