Can EDA Cross the Chasm?
Paul McLellan recently wrote on the topic of new ventures crossing the chasm (getting from initial but bounded success to a proven scalable business). That got me to thinking about the EDA market in general. In some ways it has a similar problem, stuck at $5B or so and single-digit growth rates, on the left side of a chasm separating it from an at least conceivably much broader market. EDA isn’t going to get more of the semiconductor pie, so now we look for ways to expand upward into software and embedded systems. That’s one way to grow the market, but are there different, or at least complementary ways to expand? One opportunity may be network architecture design and analysis, an emerging (and therefore potentially fast-growing) domain to which it seems we could adapt EDA techniques and principles.
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