4G RAN status and trends: Vendors search for winning strategy
According to Pralle, data usage explosion has been happening due to new devices and applications, leading to order of magnitude growth in network elements, which creates opportunities in flexibilty addition and opex reduction.
Syputa pointed out that vendors are searching for a winning strategy in a shifting industry as integrated network services fuel sales and consolidation.
More details in a while.
Solar PV likely showstopper at electronica India 2010 and productronica India 2010
For those interested, since its debut in 2009, this show has been split into two sections – productronica India — devoted to production technologies, SMT and EMS/contract manufacturers, PCB, solar and PV, laser, etc., and electronica India – focused on components, semiconductors, assemblies, LEDs and materials.This year, there are going to be three added attractions or special exhibit areas, namely:
* Solar pavilion.
* LED pavilion.
* Laser pavilion.
Solar PV main attraction
A report on the ‘Solar PV Industry 2010: Contemporary Scenario and Emerging Trends’ released by the India Semiconductor Association (ISA) with the support of the Office of the Principal Scientific Advisor (PSA), lays out the strengths and challenges of the Indian solar PV market:
* Even though the industry operates at a smaller scale as compared to other solar PV producing nations, production in India is very cost effective as compared to global standards.
* With Government initiatives such as the SIPS scheme and JN-NSM in place to promote application of solar PV in domestic market, the Indian solar PV industry is likely to gain further edge over other solar PV producing nations.
* There is no manufacturing base in India for the basic raw material, that is, silicon wafers.
* Over the last five years, China has emerged as the largest producer of solar cells in the world. The country currently has about 2,500 MW of production capacity for solar PV as compared to India’s 400 MW. Taiwan, with annual capacity of 800 MW, is also emerging as a major threat to the Indian industry.
* Price reduction is another major challenge for the industry as this would have greatly impact the future growth of the market.
The recently concluded Solarcon India 2010 threw up several interesting points as well. Industry observers agreed that the timely implementation of phase 1 of the historic Jawaharlal Nehru National Solar Mission (JN-NSM) is going to be critical for the success of this Mission.
The MNRE stressed on the need to develop an indigenous solar PV manufacturing capacity in solar, and build a service infrastructure. Strong emphasis is also being placed on R&D, and quite rightly. Notably, the Indian government is working toward tackling issues involved with project financing as well.
All the right steps and noises are currently being taken and made in the Indian solar PV industry. If these weren’t enough, the TÜV Rheinland recently opened South Asia’s largest PV testing lab in Bangalore!
This year, an exhibitor forum on PV and solar will also take place at the Solar PV pavilion during electronica India 2010 and productronica India 2010.
Read more…
Intel's McAfee buy: Too few answers to too many questions, for now!
Yes I know I am a little late with this due to various reasons, but better late than never! On August 19th, Intel literally shocked the IT and information security world with its acquisition of McAfee for a whopping $7.68 billion approximately! Startled, a lot of folks started asking around as to why Intel did such a thing! Is Intel even doing the right thing in the first place?
The world boasts of several magnificent gadgets and devices — mobile phones and smartphones, Internet connected TVs, Wi-Fi enabled eReaders, the iPads, portable navigation devices with wireless interfaces, and so on and so forth! Now, how many of these devices actually boast of great security? Aren’t most of those unprotected?
With so many devices, besides smartphones, getting connected to the Internet every day, and with little or no on-board or ‘in-house’ security in place, this move is perhaps a masterstroke on Intel’s part!
But then, not all of such devices would run on Intel’s chips either! So? How will Intel control the hardware security market and create a monopoly — as some have been pointing out? Or, is there a much larger, hidden picture, which will get revealed over time?
Or, has this been done with the intention to rule the mobile security market, or well, security within the chip, or even device security or hardware security? Also, will this signal the end of malware?
And what about McAfee itself? Will this signal an end to all of its wonderful product development now that it will be part of Intel? What about its customers? Will some of its top executives march out? Intel says that McAfee will continue to run as is, and one hopes that it is maintained.
Personally, I was keen to know what Symantec thought of this acquisition. The company stated: The announcement by Intel to acquire McAfee emphasizes the growing relevance and need for security protection that extends beyond the PC and acknowledges Symantec’s ongoing strategy.
'Look ahead' scenario for global semicon sales forecast: Cowan LRA model update
In advance of this release Mike Cowan wishes to again share an additional feature of the Cowan LRA Model for forecasting worldwide semiconductor sales; namely, the ability to provide a ‘look ahead’ scenario analysis for 2010’s global semiconductor sales forecast update as a function of next month’s (in this case July’s) actual global semiconductor sales estimate.
The specifics of the scenario analysis are presented in the following paragraphs and detailed in the scenario matrix table.
Table 1: Semicon forecast — Cowan LRA model
This estimated range of actual sales is ‘centered around’ the actual July sales forecast estimate of $23.388 billion as determined by last month’s June run of the model. The corresponding July 3MMA (three-month moving average) sales forecast estimate is $24.849 billion.
The overall year 2010 sales forecast estimate for each assumed estimated sales number over the selected range of July actual sales is calculated by the model, and is shown in the second column of the table.
The fourth and fifth columns show the corresponding 3MMA, sales estimate and the associated year-on-year sales growth relative to July 2009’s 3MMA sales (of $18.423 billion), respectively.
June 2010’s actual semiconductor sales (of $27.153 billion) came in lower (by $1.138 billion) than the model’s last month’s June 2010 sales forecast estimate (of $28.291 billion) representing a minus 4 percent delta comparing June 2010’s actual sales number (published by the WSTS) to the projected forecast estimate “put forth” by the Cowan LRA forecasting model and reported last month.
This percent delta represents Cowan LRA model’s MI. See tables 2 and 3 for this indicator’s short-term (last 15 months) and long-term (past 8+ years) historical trend, respectively.
Need to look at smart grid standards from an Indian context: Venkat Rajaraman, Su-Kam
First of all, I would like to thank Venkat Rajaraman, CEO, Su-Kam Power Systems, for sharing his presentation as well as the points he made during a panel discussion yesterday evening on Smart cities and smart grid: opportunities and challenges at the Freescale Technology Forum (FTF) 2010 in Bangalore.
Need for multi-disciplinary, collaborative innovation
Rajaraman called for the need to innovate, which should be multi-disciplinary, collaborative and fast paced! According to him, smart meter is not relevant for 80 percent of the Indian population as of now.
Further, India needs to look at standards for smart grid from an Indian context, rather than try and apply some smart grid solutions developed elsewhere, as those may not be relevant. There is also a need to customize the testing standards for India. All telling points, these! Smart grid is a journey, and not an end result.
India specific challenges
Challenges that are mostly India specific are — one, we don’t have the complete solution. While the ingredients exist, the standardized, modular, scalable, open solution don’t exist yet. Next, few off-the-shelf products are available and niche solutions are expensive.
Further, there are an enormous number of stakeholders. There is a need for the concerted effort of utilities, regulators, vendors, technologists, standard bodies, appliance industry, IT industry and consumer group to work together. No one group can do this quickly on their own. And, no one has all the answers!
Many of the required solutions (e.g., smart appliances) don’t yet exist in India, but the incremental cost is low. India also requires the analysis and experimentation in communication technologies and business models.
1. Smart grid is truly one area – where you need multi-disciplinary, collaborative, fast paced innovation to happen. It requires the power engineers to work with the embedded engineers, IT/networking engineers, software developers, data mining experts, Web technologists and many other specialists — to all come together and work in a collaborative way.
2. It requires multiple stakeholders to come together – smart grid experts, technology solution providers, regulatory bodies, utilities, etc. No one can come to the party before and no one can race ahead of others. They all pretty much need to come at the same time. If not, the weak link will slow everyone down. If the utility infrastructure is not ready for time of the day pricing, demand-response etc, implementing them at the consumer end is not of much relevance.
3. In India, the current weak link are the utilities. Almost all of the public utilities are losing money very heavily (see below).
Aggregate Technical and Commercial (AT&C) loss
Smart grid economy:
Freescale intros MPC830x PowerQUICC II Pro portfolio
Sunil Kaul, product marketing manager, Networking and Multimedia Group, Freescale, said that the MPC830x portfolio extends the e300 core-based PowerQUICC II Pro architecture into cost competitive networking and industrial applications with increased performance per price/power.
Freescale announced the following portfolio:
MPC8306/S – 133 to 266 MHz: The MPC8306 integrates QUICC Engine, CAN, USB, SDHC and IEEE 1588 support ideal for industrial control, factory automation and test/measurement equipment.
MPC8306S: It features the QUICC Engine (HDLC/TDM, 10/100) and USB targeting networking equipment such as low-end base station line cards and branch access gateways.
MPC8309 – 266 to 400 MHz: Richly featured with QUICC Engine, CAN, USB, SDHC, PCI and IEEE 1588 support for networking, industrial control, factory automation and test/measurement equipment.
Target applications for the MPC830x include:
Kumar Hebbalalu, product development manager, NMG/CSP, Freescale, added that the complete design has been done out of Freescale India.The MPC830x communications processor portfolio was designed at Freescale’s India Design Center using advanced SoC design methodologies and techniques to achieve quick cycle times from product definition to silicon qualification. He added: “We have a large R&D team here. We are leveraging the ODC support we have in India.” Read more…
EDA Tech Forum 2010: Delivering the latest in 10X design improvements
I’ve just returned from Mentor Graphics’ EDA Tech Forum 2010, titled: Delivering the latest in 10X design improvements. The opening keynote by Pravin Madhani, GM, Place and Route Division, Mentor, could have been better — well, Dr. Walden C. Rhines, chairman and CEO, Mentor, had also delivered a similar lecture at this year’s VLSID 2010 conference.
However, the other two keynotes — by Dr. Kota Murali, lead scientist & program manager of nanotech, IBM India, and Manjunath Hebbar, VP & Head – Strategic Services, HCL Technologies Ltd, lived up to their billing.
The photomask industry is between the proverbial hard rock and the hard place. For instance, at 32nm, the mask cost works out to be $2 million today. In his keynote, Madhani said that the manufacturing industry would surely figure out a way to control mask costs.
Even fab costs are pretty high today — estimated at $50 billion in 2010, that is ~10 percent of the annual market. The global fab industry continues to figure out how to decrease costs. While design costs are projected to grow logarithmically, cost per function will continue to decline long after Moore’s Law is obsolete.
So, will we have any use for so many transistors? Down the years, growth in unit volumes has always distinguished the semiconductor industry. The semicon industry has been growing at 13 percent (10-year CAGR), while transistors have grown at 49 percent. These sit very well, as compared to say, computers – 9.3 percent, steel — 5.3 percent, and automobiles — 0.1 percent. The 49 percent transistor growth drives the semicon industry.
Madhani said that the note/netbook market seems to have several years of growth ahead. The Apple iPad has also created a new segment. Cell phone adoption has been in high-growth mode in the emerging markets. Smartphones are changing the video dynamics.
So, will applications require 10K more transistors by 2018? And, do we have the necessary design tools? Well, there will likely be a ~10K increase in transistors over the next eight years, going up to 40 billion transistors by 2018. Therefore, the industry will require tools ready now in order to design for 2018.
Four principal areas will require 10X improvements in design methodologies — system level design, verification, embedded software development, and back-end physical design and test. A 10X increase in the number of transistors will also require 1000X increase in verification.
In summary, reduction in costs per functionality will continue on a predictable learning curve long after Moore’s law is obsolete. The industry will also witness ~10X increase in transistors over the next eight years, leading up to 40 billion transistors by 2018.
Global semicon market set for slowdown due to deteriorating business climate!
I was going through a report sent out today, by Dr. Robert N. Castellano, president of The Information Network, New Tripoli, USA, of the same title, and decided to get his thoughts.
Deteriorating business climate
According to The Information Network, The business climate for the semiconductor industry is deteriorating, as per its upcoming report, titled, “Hot ICs: Market Analysis and Forecast of the Top 15 IC Sectors”.
As per the report, along with fellow DRAM manufacturers Samsung, Hynix, Elpida, Micron, etc., will suffer from slowing sales of electronic gadgets and PCs. In the CPU sector, the slowdown in PC sales will affect Intel and AMD. Foundries such as TSMC and UMC will also be impacted.
As sales drop in electronic gadgets, the most pronounced affect will be in the DRAM sector, where sales grew 135 percent in Q2 2010 compared to Q2 2009. The drop in semiconductor sales will usher in a corresponding drop in semiconductor equipment and materials sales.
The front-end market will suffer pushouts and the lithography sector will be impacted most, where sales of $35 million immersion DUV tools have flooded the market of late.
Slowdown likely in world economies
He said: The semiconductor industry is directly correlated with the economies of the world, and there is a direct correlation with semiconductor sales and worldwide GDP. Our leading indicators (LI) point to a slowdown in the world economies.
“As these proprietary LIs are correlated with semiconductor revenues, we will se a slowdown in the next few months. We are already seeing signs of a slowdown in the PC and LED indistriies. Numerous public companies have given forward guidance that the next quarter will show some weakness.”
Given the good two quarters this year, how certain is The Information Netwok that the semicon market is now set for slowdown? Dr. Castellano cited similar reasons as above, adding: “Our LIs have an extremely accurate correlation with transition times. We have developed these LIs over the past 15 years.”
What’s the impact on foundries and silicon wafers?
Dr. Castellano said: “Foundries make their money from two sources: sales of ICs from fabless IC companies and sales of ICs from IDMs who do not have sufficient in-house capacity or sufficient technology capabilities for newer ICs. The macroeconomic effect will stymie sales for both revenue sources.”
Does The Information Network foresee an overcapacity situation in silicon wafers during 2011?
“No. We are forecasting 8.4 BSI (billion square inches) of Si wafers in 2010, which is up slightly from the 8.2 BSI in 2008. So, the Si manufacturers have the capacity already on hand. Semiconductor wafers will face competition from solar wafer consumption, which will double in 2010, but polysilicon is plentiful, and the two sectors, for the most part, use different crystal growing methods,” he added. Read more…
Tejas celebrates 10 years with new products for 3G/BWA backhaul
First, I must thank my friend, Arnob Roy, president-engineering, Tejas Networks, for sharing the details of Tejas celebrating 10 years of telecom product innovation in India. Tejas has been leading the Indian high-tech industry evolution for the last decade. It has played a significant role as bandwidth creators for telecom services in India.
I still remember feeling quite thrilled — back in early 2001 — when I first passed by Tejas’ office in Bangalore, even more so as I’d just met Sycamore Networks at the ITU Telecom Asia 2000 (in early December) in Hong Kong, when I was Editor, Global Sources Telecom Products.
Last week, Tejas completed a decade of telecom product innovation, and celebrated the event by announcing new products for 3G/BWA backhaul, besides having its chairman, Dr. Gururaj (Desh) Deshpande, here for the event.
In case you are unaware, last month, Dr. Deshpande was appointed as the co-chairman of US President Obama’s National Advisory Council on Innovation and Entrepreneurship. He will support President Obama’s innovation strategy by helping to develop policies that foster entrepreneurship, create jobs, and drive economic growth. He is a serial entrepreneur, and founder or mentor to many for-profit companies, such as Cascade, Sycamore, Tejas, Airvana, and so on.
Tejas in India
Outlining Tejas’ success in India, Sanjay Nayak, CEO and MD, said the company had reached the top-10 spot in its segment globally, besides being a leader in India-bandwidth enablers across all operators. Tejas has also achieved global success — it is used by operators in networks in over 50 countries, besides being the OEM product provider to many global equipment majors.
Tejas has also been developing technology leading products such as those enabling 3G/BWA transition. For those interested, the company has launched 10+ products from India over last five years. Also, 192,000 Tejas’ systems are lighting over 5 million km of optical fiber. The company has also seen profitable growth, wtih five-year CAGR of >65 percent (revenues of Rs. 620 crore). It has 730 employees (in seven countries) with over 450 in R&D. Read more…