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Transcript of Arm updated track h
Israel, May 4, 2010
When Leveraging External IP Makes Good Sense
... and when it doesn’t
Eric SchornVice President Marketing
Processor DivisionARM
Israel, May 4, 2010
Invent Everything• Given:
1. Enough expertise
2. Correct design point
3. Necessity to differentiate
4. Fragmented competition
5. Ecosystem independence
6. Luxurious timeframes
7. Generous funding
8. Compelling future roadmap
9. Accepting customers
10.High risk tolerance
• You should invent everything yourself
• It is not that simple...let’s dig into the detail
Israel, May 4, 2010
Invent Everything?• Given:
1. Enough expertise – Expertise
2. Correct design point – Functionality
3. Necessity to differentiate – Standardization
4. Fragmented competition – Strategy
5. Ecosystem independence – Ecosystem
6. Luxurious timeframes – Time-to-market
7. Generous funding – Cost effectiveness
8. Compelling future roadmap – Roadmap
9. Accepting customers – Market dynamics
10.High risk tolerance – Risk
• You should invent everything yourself
• It is not that simple...let’s dig into the detail
Israel, May 4, 2010
1. Expertise
• Simplicity on the surface
• 1000’s of design decisions
• Variety of disciplines
• Cumulative experience
• Known, unknown dependencies
Israel, May 4, 2010
2. Functionality
• Technical requirements
• Tradeoffs, alternatives
• IP is a product business– Engineer once, license many– Many stakeholders, many dependencies– Feature implications
Israel, May 4, 2010
3. Standardization
• Differentiation is an imperative
• Value add
• Customer
• Standardization enables ecosystem– Other people adding value to your product
Israel, May 4, 2010
4. Strategy
• Control..why?
• Momentum
• Responsibility, accountability
• Future investment
• Credibility halo 1970s
VerticalSuppliers
FullyVerticallyIntegrated
1980s
ASICVendors
SystemManufacturer
ASICVendor
1990s
FablessSemis
Design &Distribution
Manufacture
EDA
Today
IP DrivenDesign
Design
IP
EDA
Manufacture
Fab Equipment
Israel, May 4, 2010
5. Ecosystem
• Special purpose, general purpose
• Slipstream investments– Past– Future
• Facet of reuse
Israel, May 4, 2010
6. Time-to-Market
• Basic premise
• Production proven
• On the shelf
• Roadmap– Risk, reward– Engagement, opportunity– Aligned interests
Israel, May 4, 2010
7. Cost Effectiveness
• Marginal cost of IP transaction
• Perceptions, precedent, pay checks, partners
• Making movies– Rights, value
Arch.
Subscription
Implementation
Term
Single Use Design Foundry Program
Academic / Research
DesignStart
Israel, May 4, 2010
8. Roadmap
• Megatrends, market knowledge, discontinuities
• Innovation
• Investment
• Alignment
Israel, May 4, 2010
9. Market Dynamics
• Customers
• Competitors
• Suppliers, substitutes
• Switching
• Demand generation
Israel, May 4, 2010
10. Risk
• Stuff happens
• Understanding, competitive advantage
• Reducing risk elsewhere
• Partnership, relationship
Israel, May 4, 2010
Conclusion
• Good reasons to outsource IP, but not all IP
• Complex scorecard, including• Work from the end-user backwards• Place justified bets• Relationships, partnership• Collaborative differentiation
• Expertise
• Functionality
• Standardization
• Strategy
• Ecosystem
• Time-to-market
• Cost effectiveness
• Roadmap
• Market dynamics
• Risk
Israel, May 4, 2010
Thank You