'Second Coming' of Magma Forced Synopsys to Deal -- EETimes
时间：10-02
整理：3721RD
点击：
http://www.eetimes.com/electroni ... ed-Synopsys-to-Deal
Synopsys Inc.'s $507 million deal to acquire rival Magma Design Automation may provide limited strategic value for the No. 1 EDA vendor because of substantial product overlap, but the transaction would eliminate a competitor that has been a thorn in Synopsys' side for years.
....
According to Needham & Co. analyst Rich Valera, Synopsys and Magma have almost 100 percent overlap in products, particularly in place-and-route and Spice simulation tools. Valera adds that the strategic value of the acquisition for Synopsys would be limited. Magma has always been a worthy competitor, particularly in place-and-route, and has been taking market share from Synopsys, particularly in the Fast Spice simulation category.
....
Ironically, the acquisition could benefit other EDA vendors, particularly Cadence. As Valera explains it, "If someone had a dual-vendor flow and they had it for a reason—they didn't want to be held over a barrel by one vendor—they are going to say, 'Gosh, now I've got a one-vendor flow.' " Customers who have bought or licensed place-and-route or other tools from both Synopsys and Magma may turn to Cadence after the deal closes to maintain that negotiating leverage.
...
Synopsys Inc.'s $507 million deal to acquire rival Magma Design Automation may provide limited strategic value for the No. 1 EDA vendor because of substantial product overlap, but the transaction would eliminate a competitor that has been a thorn in Synopsys' side for years.
....
According to Needham & Co. analyst Rich Valera, Synopsys and Magma have almost 100 percent overlap in products, particularly in place-and-route and Spice simulation tools. Valera adds that the strategic value of the acquisition for Synopsys would be limited. Magma has always been a worthy competitor, particularly in place-and-route, and has been taking market share from Synopsys, particularly in the Fast Spice simulation category.
....
Ironically, the acquisition could benefit other EDA vendors, particularly Cadence. As Valera explains it, "If someone had a dual-vendor flow and they had it for a reason—they didn't want to be held over a barrel by one vendor—they are going to say, 'Gosh, now I've got a one-vendor flow.' " Customers who have bought or licensed place-and-route or other tools from both Synopsys and Magma may turn to Cadence after the deal closes to maintain that negotiating leverage.
...
不太同意Valera的观点，这又不是投资，一定要分散风险，
现在的APR工具，大家都差不多，没有必要谁做谁的备胎，
除非是大公司，同时拥有多种APR软件，小公司才不舍得花那么多钱，
反正signoff还是要用PT和Calibre的，中间用哪个APR不重要，
只要有2家EDA公司活着，可以相互差价就好了。
不太可能吧，至少可以多占点市场， 不合并工具也行的
说不定nvidia就要买encounter license了：）