Blue Catalyst
Blue Revolution in VLSI ad System Design
By Swapnil S.,

Thursday Aug. 27, 2009

India:The Blooming Semiconductor Garden

India was doing good in Semiconductor world and suddenly there was a downturn. Have been repeated questions on how will the world recover, when will India beat China on Semiconductor front, and is India’s future shows some silver linings:

Of course a resonant YES ! We've made a good start, and there's still some way to go. The governments so far have put us on a good path and the Indian semiconductor industry has been taking the right steps to figure among the top nations soon.

Small cars and electric cars (Nano, Reva and many similar but undisclosed projects), Chandrayan-2 mission, power plants, LCD TVs, low cost medical devices, PV Solar/LED lighting and now the latest UID projects are some of the most visible immediate opportunities in the Indian Semiconductor market. For semiconductor marketing professional this market looks like a beautiful garden with budding flowers adjacent only to the other bigger garden of China Semiconductor market. This garden is more attractive than the flower-less older and bigger gardens (US, Europe, and Japan) elsewhere in the world.

The three semiconductor chip companies with right mix of products for this UID project are ST Microelectronics, Infineon, and NXP Semiconductor. Infineon is already supplying its contactless security microcontroller to India's electronic passport program.
The processor IP company ARM can also be expected to reap significant benefit from this market compared to other companies in this domain. The reason is there are high chances that the processor inside the unique ID card might embed a microcontroller with ARM processor core. Intel might miss this market due to lack of right device fitting UID requirements. It all depends how powerful this id card should be in in terms of features. 32 bit/8 bit? How many microwatts of power? The physical size and shape! Since this is issued to every Indian the cost of the card and rugged features matters a lot.It can be a smartcard or SIM card or it may even take some creative shape.

In a recent interview to Business Standard publications, Sachin Pilot, Minister of State for the Department of Information Technology (DIT) has said, hardware and semiconductor are going to be the focus areas in coming years. The positive comments of the Minister on India's requirement for semiconductor fab are highly commendable.

Also let us have a look at some statistics. According to the India Semiconductor Association (ISA), India’s total semiconductor consumption in 2005 was about US $2.8 billion, met chiefly through imports. This demand is likely to exceed US $36 billion by 2015.

Electronics -- whether it is office automation, consumer electronics, medical electronics, telecom or industrial automation, will require more of the semiconductor industry in India.

The major end user segments have been communications, IT and consumer electronics. Together, the important product sub-categories that would drive the semiconductor market in India are mobile handsets, wireless equipment, especially BTS equipment, which is gaining momentum, set-top boxes, and smart card terminals.

With its growing middle class population of nearly 400 million people which will only increase over time, India’s electronic equipment consumption which was estimated at around US $28.2 billion in 2005, is likely to reach US $363 billion by 2015 growing at around CAGR 30 percent. The Indian electronics equipment domestic production was US $10.99 billion in 2005 and projects an opportunity to touch US $155 billion in 2015.

Statistically speaking, the Indian semiconductor design industry, comprising of VLSI design, board design and embedded software companies, has design companies across Bangalore, NCR Delhi, Hyderabad, Chennai, Pune, Ahmedabad and Goa. All of the global top ten fabless design companies also have India operations and 21 of the top 25 semiconductor companies are already present here as of early May 2009.

The Indian semiconductor design industry (i.e. VLSI, hardware/board, embedded software) had a turnover of US $4.2 billion in 2008 with an engineering workforce of around 125,000. It is estimated to reach US $43 billion by 2015 and provide jobs to 780,000 professionals with a CAGR of around 30 percent for this period.

The ISA-EY Benchmarking Study 2008 benchmarks the semiconductor design sector in India with peer countries on factors of importance to the sector and identifies important high level focus areas and actions to facilitate sustainable growth. Peer countries are Canada, China, Czech Republic, India, Israel, Taiwan, UK and the USA.

So just hold your breath and enjoy the aroma of flowers.

Posted by Swapnil S. on Thursday Aug. 27, 2009 | Add a Comment

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About the Author

About me: Swapnil has almost 11+ years of verification experience for System Design, ASIC/SOC and IPs. He has been exposed to various verification and Validation techniques and methodologies like Formal Verification, Assertion Based Verification, Constraint Driven Random based and Coverage Driven Verification, VMM,URM,AVM and now OVM i.e. Open Verification Methodology. Swapnil has been providing consultation to various organizations through his expertise in - System Verilog, Verilog, and VHDL ,ASIC-SOC-FPGA,Memory,Peripheral verification/ and System Validation.Swapnil has worked on the domains like Serial Interface, Wireless, SoC, Avionics and- Processor.Apart from Chip design aspect -Swapnil also work and consults on System Design -Integration, Debuggers, Tools, Scripts, Oscilloscopes, Software Drivers, Linux, DLLs , Applications and Firmware and ROM development.Other than the above mentioned subjects Swapnil writes and thinks about psychology in performance management, astrophysics, metaphysics, string theory, underpinnings of belief systems, mythology, religion, medicines, fashion, oriental sciences and arts ,food recipes, media, advertising, direct marketing, exorcism, politics, society, environment, economy and travel-travel and lots of travel.