ISA WINWire April 29 - May 06 2011


Bye, bye Silicon Valley, it's China, India or bust

Source: Richard Wallace, The Next Silicon Valley, April 30 2011http://www.thenextsiliconvalley.com

A new report confirms what many Asia and tech watchers have known for years: Chinese and Indian entrepreneurs are exiting Silicon Valley in large numbers, pursuing greener innovation pastures back home. China calls these returnees 'sea turtles' : those well educated and experienced nationals who left China to pursue opportunity in places like Silicon Valley only to come back years later to pursue new innovations and enterprises at home, a transition that isn't always easy. India, to a lesser extend has experienced a similar phenomena. To a great degree, today's Silicon Valley is the creation of several generations of immigrant entrepreneurs, dating to Intel's Andy Grove, and earlier. Engineer/entrepreneurs from China, Asia, Europe and elsewhere are in the very DNA of Silicon Valley.

BEL eyes defence offsets as a growth area news

Source: domain-b.com, April 30 2011 http://www.domain-b.com/

Bharat Electronics Ltd (BEL) expects to benefit significantly from the government's defence offset policy, said company chairman and managing director Ashwani Kumar Datt here on Tuesday. Defence offsets will be a key growth area for the state-owned defence electronics giant, which produces everything from solar –powered panels to radars to air-to- surface missiles. Addressing the media to discuss the company's performance in the fiscal 2010-11, Datt said BEL expected to get about 8 per cent of the anticipated total defence offset business of $3-5 billion in the next 3-5 years. ''Defence offsets will remain a key growth area for BEL,'' he said.

Policy to promote solar power projects soon

Source: Shankar Bennur, The Hindu, May 3 2011 http://www.hindu.com/

Solar energy initiatives may get a big boost in the State with the Government proposing to introduce a solar policy, a step described to go a long way in promoting solar power generation. With Karnataka having potential to harness solar energy to meet its energy requirement, Karnataka Renewable Energy Development Limited (KREDL) has drafted the solar policy to encourage solar power projects and invited suggestions/objections to the draft policy it has posted on its website. KREDL will be the nodal agency for facilitating and implementing the solar policy.

DoT-industry meet on May 5 to discuss gear manufacturing policy

Source: The Hindu Business Line, May 2 2011 http://www.thehindubusinessline.com/

The Department of Telecom has called for a meeting on May 5 with the industry to discuss the policy for boosting local equipment manufacturing. The TRAI has already suggested a number of measures to encourage Indian manufacturers that will cost the exchequer Rs 1 lakh crore over a 10-year period. The regulator reckons that the returns will be almost 10 times the investment. According to the TRAI, the demand for telecom equipment in India was Rs 54,765 crore in 2009-10 which was about 5.5 per cent of the global demand. This is projected to grow to Rs 96,514 crore in 2015 and Rs 1,70,091 crore in 2020. The contribution of all domestic products towards meeting the country's demand for telecom equipment has only been 12-13 per cent in 2009-10 while Indian products could meet just 3 per cent of the Indian demand. The regulator wants the share of the Indian products to be progressively enhanced to cater to at least 50 per cent of the demand by 2019-20.

Semiconductor sales grow 8.6 percent in 1Q

Source: ABC News, May 3 2011 http://abcnews.go.com/

Global chip sales grew nearly 9 percent in the first quarter to $75.8 billion, fueled by growing consumer and business demand for electronics such as PCs, smartphones and tablets, an industry group said on Monday. The Semiconductor Industry Association said chip sales also grew 8.6 percent in March to $25.3 billion from $23.2 billion in the same month a year earlier. "At the close of the first quarter of this year we are very encouraged by the performance of the global and domestic semiconductor industry," said Brian Toohey, president of the association, in a statement.

Semiconductor market grew 28.3% in 2010: ISA

Source: The Times of India, May 4 2011 http://timesofindia.indiatimes.com/

India's semiconductor market grew by 28.3 per cent in 2010, according to India Semiconductor Association (ISA), the trade body representing Indian Electronic System Design and Manufacturing (ESDM) industry. According to ISA- Frost & Sullivan India Semiconductor Market update 2010-2012, released today, the total semiconductor market (TM) in India is estimated at $6.55 billion in 2010 and is expected to be $9.86 billion in 2011. This is estimated to grow at a CAGR of 22.7 per cent from 2010 to 2012. This growth showed that global semiconductor market's cyclical trends have minimal impact on India, ISA said.

India among major economies to drive Asian growth

Source: iGovernment.in, May 4 2011 http://igovernment.in/

India and six other major economies in Asia will drive the region's growth, which, according to current projections, could account for more than half of the global gross domestic product by 2050, the Asian Development Bank (ADB) said in a report released on Wednesday. "Asia's rise will be led by the Peoples Republic of China, India, Indonesia, Japan, Republic of Korea, Malaysia, and Thailand," the multilateral financial institution said, reports IANS. According to the report, India would grow to be a US $40.4 trillion economy from the current US $1.4 trillion in 2010.

Update: Applied to buy Varian for $4.9 billion

Source: Mark LaPedus, EETimes, May 4 2011 http://www.eetimes.com/

Applied Materials Inc. is re-entering the ion implanter business. Applied and Varian Semiconductor Equipment Associates Inc. have signed a definitive agreement under which Applied will acquire Varian for $63 per share in cash for a total price of approximately $4.9 billion. The acquisition will extend Applied's efforts in wafer fabrication equipment (WFE) with the addition of the technology leader in ion implantation. Varian is the leading supplier of ion implantation equipment used by chip makers around the world. Varian also sells an implanter line for solar.

Altera Honored by EE Times as the 2010 Company of the Year

Source: PRNewswire, May 5 2011 http://www.prnewswire.com/

Altera Corporation (NASDAQ: ALTR) today announced it was selected by EE Times as the 2010 Company of the Year. Altera received the prestigious award at EE Times' Annual Creativity in Electronics (ACE) Awards ceremony held at the Embedded Systems Conference – Silicon Valley on May 3, 2011. The ACE Company of the Year Award honors the company that exhibits the highest degree of professionalism, staff development and retention, customer focus, technical excellence and growth. The rising costs of semiconductor design continue to favor programmable products and Altera's favorable earnings results are driven largely by the success of its 65-nm and 40-nm FPGAs, which continue to replace ASICs and ASSPs at an unprecedented pace. Altera saw its revenues increase 64 percent to nearly $2 billion in 2010 versus the previous year, and the company's growth outpaced the semiconductor industry.

Nokia's Chennai unit production reaches 500 mn

Source: CIOL, May 5 2011 http://www.ciol.com/

Nokia today announced that its manufacturing facility at Sriperumbudur, Chennai has crossed production of 500 million handsets, marking a significant milestone for the company’s manufacturing operations in India and globally. The milestone was achieved in five years of its operations, marking Chennai’s ramp-up among the fastest globally, said a press release. “This is a very special milestone for Nokia’s Chennai manufacturing facility and we thank our employees for all their hard work and dedication. We have created a unique record across the world – this is not only a proud moment for us at Nokia, but a major highlight in India’s young and rising electronics manufacturing industry. This achievement only proves that with the right kind of organisation focus, employee contribution and government support, India can deliver world-class manufacturing standards and set new benchmarks”, said Prakash Katama, director - Chennai Factory Operations, Nokia India.

Apache Design Solutions wins EDN Innovation Award

Source: EDACafe News, May 5 2011 http://www10.edacafe.com/

Apache Design Solutions, a leading provider of innovative power analysis and optimization solutions that enable the design of power-efficient, high-performance, noise-immune ICs and electronic systems, today announced that PathFinder™ was selected as the winner of EDN Magazine’s Innovation of the Year Award in the EDA Tools and ASIC Technologies category. PathFinder is the industry’s first comprehensive electro-static discharge (ESD) physical integrity solution targeted at addressing the increasing reliability challenges faced by nanometer designs. The award winners were selected by a combination of EDN’s worldwide audience of electronics engineers and EDN’s editorial staff.

IBM turns 100 years

Source: SiliconIndia, May 5 2011 http://www.siliconindia.com/

IBM is about to complete its 100 years in June 16, 2011. On the occasion of company's centennial IBM's Regional General Manager responsible for India and South Asia Shankar Annaswamy, addressed the media and took everyone through IBM's journey in India and its achievements, and laid down strategic plans and aims for the coming next five years. As part of its celebration, IBM will align itself to a unique global initiative wherein 10,000 IBM employees will volunteer their time and talent in support of Planet initiatives which will involve rural education, health services.


Compiled by ISA Research


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