GLG News by DSP Semiconductor Components Experts (North America)

Bhanu KapoorConsultant/OwnerMimasic

Electronic Design Automation (EDA) Industry Market Dynamics

April 26, 2010

EDA industry makes software that creates semiconductor products. The semiconductor industry is expected to grow (see iSuppli [1], TSMC[2] ) 22% in 2010 to reach a level close to $280B. The size of the EDA industry is in the range $4-5B (50X smaller than the market of products it creates) and its fortune tends to be tied to the cycles of the semiconductor market. We look at some factors influencing the market dynamics in the EDA industry.

Jim TurleyOwner and AnalystSilicon Insider

PC Security Hack Is No Big Deal

February 10, 2010

Analysis of:Security Chip That Does Encryption In PCs Hacked | www.npr.org

The security hack was time-consuming, expensive, and technically difficult. It's not broadly applicable to PCs in general.It required physically obtaining and disassembling the entire PC, so it's only relevant to stolen machines, not "drive by" security hacks.The methods, although expensive and complex, are already well-known in the industry.

Payam MaveddatChief Strategist & EVP - Product ManagementTaqua

NSN's HLR is not yet up to the task

November 5, 2009

Analysis of:T-Mobile US suffers another network outage | www.telecomseurope.net

T-Mobile US suffered a major network outage where a large number of subscribers could not send or receive voice or text messaging due to an outage in Nokia-Siemens' Home Location Register (HLR) as a result of an overload condition. This was the second incident that NSN has with their HLR that could prove to be costly.

Payam MaveddatChief Strategist & EVP - Product ManagementTaqua

IMS Backers Take Life Out of VoLGA

November 5, 2009

Analysis of:Operators Rally Round IMS for LTE Voice | www.unstrung.com

With the announced support of IMS-based voice and messaging over 4G/LTE by major mobile operators, T-Mobile International (now Deutsche Telekom) and other technology backers of VoLGA (a GSM-signaling over IP approach) are left with a key decision as whether to follow or remain isolated. Companies supporting VoLGA will be highly exposed, unless change course quickly.

Payam MaveddatChief Strategist & EVP - Product ManagementTaqua

Wireless Backhaul plus EPC equal to Three?

October 22, 2009

Analysis of:Tellabs buys WiChorus for $165M | sanjose.bizjournals.com

The market for mobile internet infrastructure is heating up with the acquisition of WiChorus by Tellabs. Tellabs' main play in wireless so far has been in the backhaul, voice quality products, and transmission. Moving in the packet core is not going to change Tellabs' position within the mobile operators significantly.

Payam MaveddatChief Strategist & EVP - Product ManagementTaqua

Another Nortel in the Making - NSN

October 20, 2009

Analysis of:Nokia, Siemens search for exit out of NSN venture | www.reuters.com

The merger of Nokia and Siemens' telecom infrastructure units may have looked good on paper two years ago. But, the merger has been anything but a success and continued loss of market share is making NSN look like another Nortel in the making, followed closely by ALU.

Payam MaveddatChief Strategist & EVP - Product ManagementTaqua

The Analysis is Directionally Correct, with Femtocell Bias

October 20, 2009

Analysis of:Airvana Identifies 8X Network Load Multiplier Effect for Smartphones | www.reuters.com

PDAs are indeed adding tremendous traffic on the mobile packet core, backhaul, and radio access. Airvana's footprint outside Verizon and Sprint is not large enough to be able to make a statement globally!It is a biased analysis to convince the analysts that their femtocell strategy is coherent!

Payam MaveddatChief Strategist & EVP - Product ManagementTaqua

Cisco's LTE Play Solidified and Juniper's Damaged

October 13, 2009

Analysis of:Cisco to Acquire Starent Networks for $2.9B | finance.yahoo.com

Cisco has been struggling to get a real foothold in the next gen packet core for LTE.iPhone traffic is stressing the packet core of AT&T.Cisco needed a solution to stay in the game in AT&T for now and future and this move indeed solidified it.

Jim TurleyOwner and AnalystSilicon Insider

Software - The New Silicon Business

October 1, 2009

Analysis of:Intel Gets Deep Into Software | online.wsj.com

Software is becoming the key differentiator among silicon company, and especially among microprocessor companies. Intel's move is reflective of a larger trend already taking place among chip suppliers and IP vendors.

Payam MaveddatChief Strategist & EVP - Product ManagementTaqua

ClearWire needs LTE to attrack partners

September 25, 2009

Analysis of:T-Mobile USA in talks with Clearwire, MetroPCS | www.telecompaper.com

ClearWire's radio access technology is based on WiMAX and not in line with the technology that mobile operators are looking to deploy.Best partnership model for T-Mobile would be to use the spectrum, but deploy LTE radio of their own which makes the relationship very costly.The Sprint's ownership in ClearWire cannot be overlooked to see whether they would allow their competitors to gain access.

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