Article - Extinction Level Event

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http://www.xess.com/blog/extinction-level-event/

The synopsis of the guy's argument is: Given Intel bought Altera, and
rumors that *comm is eyeing Xilinx, that's likely to shift the focus of
both tier 1 FPGA companies to datacenters and away from traditional
programmable logic.

We need a good Friday thread, it's been a while.  What do y'all think?


--  
Rob Gaddi, Highland Technology -- www.highlandtechnology.com  
Email address domain is currently out of order.  See above to fix.

Re: Article - Extinction Level Event
On Friday, May 27, 2016 at 1:01:13 PM UTC-4, Rob Gaddi wrote:
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People need FPGAs.  You can't economically produce flexible, workable
products which are true hardware IC, and completely variable, without
them.  You'd be back to the model we had in the 80s and 90s where you
must hire firms to design things for you, and that's an expense that
companies won't want ... so someone would follow-on with an FPGA, even
if it's slower because it has to work around patents.  Someone will
maintain that industry because it's essential to both design, and use
in real products.

There are also several other FPGA manufacturers that make lesser
products that may immediately be viable alternatives, or are then targets
in the industry for immediate growth into larger, more capable products.

Best regards,
Rick C. Hodgin

Re: Article - Extinction Level Event
On Fri, 27 May 2016 16:57:30 +0000, Rob Gaddi wrote:

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Someone will come and pick up the pieces, possibly at a profit.

I believe that there are east Asian FPGA companies out there -- with  
luck, they'd see sales opportunities over here if the Big Two dropped out  
of the race.  With bad luck, America will just export raw materials to  
countries who turn them into consumer goods, we'll all be dirt poor  
except for a very few, and we will have lost the Revolutionary War 250  
years after the fact, only not to England.

--  
Tim Wescott
Control systems, embedded software and circuit design
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Re: Article - Extinction Level Event
On 5/27/2016 12:57 PM, Rob Gaddi wrote:
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I think the article overstates the dichotomy of supporting the  
traditional FPGA market and the datacenter market.  Will FPGAs need to  
vary so much to support one market vs. the other?  They are hugely  
programmable.  Neither X nor A have pushed much on alternate  
architectures that might be a significant advantage in a particular  
market.  I think it will mostly be steady as she goes with most of the  
changes in marketing rather than engineering.

--  

Rick C

Re: Article - Extinction Level Event
rickman wrote:

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Not sure if it's the case in functionality, but I'm definitely seeing
shift in market focus.  It used to be that I could go to any
of my distributors and have FPGAs that were effectively guaranteed to be
stocking; ship two days later.  Now no one stocks, I have to keep a
fairly large buffer of parts on-site locally, and all of the interest
seems to be in making bulk sales to large customers rather than fanning
out to small ones.  To what degree that's a function of the shifting
vision of the FPGA vendors or not, that's opaque to me.  But it's
definitely real.

--  
Rob Gaddi, Highland Technology -- www.highlandtechnology.com  
Email address domain is currently out of order.  See above to fix.

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