Breaking News
News & Analysis

Counterpoint: Synergies could trigger a Synopsys-ARM merger

10/13/2009 09:00 AM EDT
8 comments
NO RATINGS
More Related Links
View Comments: Newest First | Oldest First | Threaded View
Jonah Probell
User Rank
Rookie
re: Counterpoint: Synergies could trigger a Synopsys-ARM merger
Jonah Probell   10/27/2009 5:26:34 PM
NO RATINGS
garypdx: I share your concern. By analogy, users of ARM tend to get better results with Artisan cells and users of Artisan tend to get better results with ARM processors. Both are still interoperable with competitors IP but it was to ARM's and Artisan's advantage to merge. I would expect a similar result with Synopsys and ARM.

garydpdx
User Rank
CEO
re: Counterpoint: Synergies could trigger a Synopsys-ARM merger
garydpdx   10/24/2009 7:48:59 PM
NO RATINGS
Jonah - my concern as a MIPS or PowerPC user would be that a Synopsys solution may be suboptimal versus a design based on ARM (if the two were part of the same firm). An ARM design team would wonder if a Cadence solution might be suboptimal versus using Synopsys.

Jonah Probell
User Rank
Rookie
re: Counterpoint: Synergies could trigger a Synopsys-ARM merger
Jonah Probell   10/21/2009 11:17:27 PM
NO RATINGS
garydpdx: If a merger occurred wouldn't MIPS licensees still go to Synopsys for industry leading tools and Cadence users still license ARM's industry leading processors? TechnoMarketeer: Intel, as a chip maker, is at a different level in the semiconductor food chain from IP and EDA vendors like ARM and Synopsys. Intel never crossed my mind while speculating about ARM and Synopsys. Since you brought it up, can you elaborate on how an ARM-Synopsys merger would undermine confidence in ARM's ecosystem?

Peter Clarke
User Rank
Blogger
re: Counterpoint: Synergies could trigger a Synopsys-ARM merger
Peter Clarke   10/16/2009 8:35:03 AM
NO RATINGS
Technomarketeer....Jonah Probell's article on the synergies of a Synopsys-ARM merger was a response to the article you cite. As to where the idea originated. I first heard it from Didier Scemama of ABN Amro...i guess it will be up to ARM to construct some sort of poison-pill defensive position.

TechnoMarketeer
User Rank
Rookie
re: Counterpoint: Synergies could trigger a Synopsys-ARM merger
TechnoMarketeer   10/15/2009 9:08:57 AM
NO RATINGS
Hmm, see this http://www.embedded.com/220600324?pgno=1 which is a much better explained perspective on the analysts PoV. His view that the current market valuation versus its leveragable market value coupled with a broad stock availability makes them a acquisition risk, his idea that current licensee's may have to form a consortium to avoid such a destructive attack is worth considering. He's is fiscal analyst, sometimes it takes posing an idea to help an idea gain market traction - question is...who gains? This is fiscal vultures circling, and whats best for licensee's and customers will be brought sharply into contrast with whats good for the shareholders...and ultimately the execs have to do whats right for the shareholders.....it could get ugly for this market segment. I still wonder where the idea really originated though....

TechnoMarketeer
User Rank
Rookie
re: Counterpoint: Synergies could trigger a Synopsys-ARM merger
TechnoMarketeer   10/14/2009 11:06:03 AM
NO RATINGS
Any chance this speculation is Intel inspired? Its the sort of tactics they'd benefit from as it would undermine ARM's ecosystem confidence which is probably ARMs biggest asset and for SoC designs (which Ortellini stated at IDF could outsell IA microprocessor sales in the next 5 years) is a critical route to market. Intel does not even have the beginnings of this ecosystem, they need to get into it, and raising questions about ARMs traditional market positioning could open cracks that allows them to get the toehold they are so obviously going to need. Just a thought.....

garydpdx
User Rank
CEO
re: Counterpoint: Synergies could trigger a Synopsys-ARM merger
garydpdx   10/13/2009 5:20:45 PM
NO RATINGS
Such a merger would actually stifle market share for both ARM and SNPS. Adopting ARM would push designers into Synopsys-based flows, which may not fit their needs and means. Or adopting Synopsys-based flows would be felt to compromise designs that didn't use ARM processors. These two companies have been operating well separately, serving their customers with orthogonal offerings.

Peter Clarke
User Rank
Blogger
re: Counterpoint: Synergies could trigger a Synopsys-ARM merger
Peter Clarke   10/13/2009 10:32:29 AM
NO RATINGS
And if anyone has a copy of the Synopsys-ARM "combined logo" that Jonah Probell mentions, we'd love to see it. I am pclarke@techinsights.com

Flash Poll
Radio
LATEST ARCHIVED BROADCAST
Join our online Radio Show on Friday 11th July starting at 2:00pm Eastern, when EETimes editor of all things fun and interesting, Max Maxfield, and embedded systems expert, Jack Ganssle, will debate as to just what is, and is not, and embedded system.
Like Us on Facebook

Datasheets.com Parts Search

185 million searchable parts
(please enter a part number or hit search to begin)
EE Times on Twitter
EE Times Twitter Feed
Top Comments of the Week