'Second Coming' of Magma Forced Synopsys to Deal -- EETimes

xunuu

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.
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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.
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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.
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陈涛

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。

icfbicfb

不太可能吧，至少可以多占点市场， 不合并工具也行的

devop

说不定nvidia就要买encounter license了：）