Listening for the Bounce in the High-Tech/Semi Market

By Rick
Photo by MichaelMaggs Edit by Richard Bartz

Photo by MichaelMaggs Edit by Richard Bartz

As goes semiconductor, so goes high-tech. That is a common thought within the high-tech community. With the economic troubles over the past year-plus, one of the KPI’s that analysts look at is the health of the consumer electronics and compute markets. Much of the technical innovation behind getting those new, cool, fast, cheap features out there lives within the computer chips driving those products. And it’s no secret that semiconductor companies and employees have been hit hard.

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Many analysts are looking to the beginning of a recovery for 2H09. Others are saying that it’s just wishful thinking and that we are still a ways out on real recovery. In either case, there are two interesting industry events in July that may help give us some more information on where things are going. The first is SEMICON WEST and the other is the Design Automation Conference (DAC). Both are in San Francisco during July.

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SEMICON WEST will cover a broad range of topics, primarily around various types of electronic products and the processes used to build and test those products. It will talk about technology and also give significant coverage to industrial equipment. I can’t attend this year, but I’ll be very interested in reading what industry analysts think. Capital equipment spending is way down this year within semiconductor and much of the manufacturing, assembly and test goes on in Asia. But this event may still be a good indicator of where the bounce may be in those areas. The show will also talk about hot technologies, such as MEMS and Photovoltaics. Both of those technologies have been gaining traction in mainstream markets.

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DAC is a show primarily focused on the Electronic Design Automation (EDA) software community. This is the software used to design and simulate the computer chips that will be used in high-tech electronic products. This is the area that is right at the front of the design chain and may be seen as a key indicator on the health of the market. When people buy new design tools and technologies, see key partnerships in the area and hear other big announcements from industry leaders you may be able to draw some conclusions on where IC design activity is going. IC “design starts” drive the products that eventually make it to market. I’ll be there along with a number of our Dassault Systèmes colleagues from the high-tech industry. We’ll be primarily showing the ENOVIA PLM and ENOVIA Synchronicity products that have a strong base in the semiconductor design world. But we’ll also be talking with our partners and listening to other vendors to see what’s seen as important to them.

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I’ll be sure to send in some thoughts and observations from the show. Let me know if you hear of anything that we should be looking for at DAC.

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Best,

Rick

Speed Dating @ DS Campus

By Michael

What happens if you gather 150 business people from various partners and from Dassault Systèmes to let them explore joint sales opportunities? My answer : this very much depends on their openness to share information and on the confidence they bring aboard.

Last week we hosted our community of partners at the DS Campus in Vélizy. After we experienced technology innovation during the DS developers’ conference for two days, the “Connecting Partners” Summit day focused on business collaboration for go-to-market. I was thrilled to see the intensity and depth of exchanges taking place everywhere: during coffee breaks, round tables and as part of a meeting format that we called “business speed dating”, where people can test out “if they want to get something going together”.

A collaborative approach to business is very sensible as any cooperation contains certain elements of competition. In a purely economical approach to business you want to get more than you give. However more and more we see a new way of starting business opportunities in an open exchange of information and ideas based on trust. Here you can take your chances and re-mix the ingredients to find the successful cocktail.

What are the benefits from participating in open-hearted communication : be well known, win followers, be influential and respected by peers. My thesis : active participants in professional communication forums get the pole position for being part of winning business collaborations.

I’m curious to hear your opinion. You are invited to complete all phrases where you agree (multiple choices apply).

Please note that for technical reasons you can take this poll via the perspectives.3ds.com site only (not via the email notification).

Thanks. Results of this poll will be discussed in a week from now.

@++
Michael

P.S.: related posts on this subject Community Spirit, Community Mobility

Sustainable Enterprise Backbone with Green PLM

By Brian

It’s been a while since I’ve posted anything on PLM as an Enterprise Backbone. With the global economy the way it is, it is a good time to be alive, economically speaking. This blog post covers the third pillar of the PLM enterprise backbone: sustainable development and regulatory compliance.

The core product and design data managed in PLM is crucial for today’s businesses to manage for their environmental impacts as well as their ability to comply with regulations.

Eco-Design / Sustainability and Regulatory Compliance require integration of the design and development systems with the extended enterprise to manage product impact across engineering, supply chains, manufacturing, distribution, after-market service and maintenance, as well as end-of-life processes (disposal, energy conversion and / or recycling).

Suppliers and engineering can be incorporated into the material compliance evaluation process to ensure the component library contains the most current material compositions and compliance certifications for supplied parts, such as RoHS (Restriction of the use of certain Hazardous Substances) and WEEE (Waste Electrical and Electronic Equipment) in electrical and electronic equipment, IMDS (International Material Data Systems) reporting and ELV (End-of-Life Vehicle) in automotive, and REACH (Registration, Evaluation, Authorisation and Restriction of Chemicals), across many discreet and process manufacturing industries.

Working from a PLM basis, companies can explicitly manage their environment posture, from straight compliance-based, to systematic management, all the way to being full pioneers on the leading edge of industry.

PLM enables companies to implement Design for Compliance functions as an integral part of product development. With PLM solutions, product development teams can check material content information from any design early on and throughout the product development cycle. Reports can be generated to compare the compliance of manufacturing equivalents, list recyclable content, or evaluate best and worst manufacturing locations. This information can be cross-referenced against multiple regulations in all geographies, allowing designers to make changes sooner rather than later.

In medical device markets regulatory compliance also needs to be validated to U.S. Food and Drug Administration (FDA) requirements throughout the product introduction process. These regulations cover Corrective and Preventive Actions (CAPAs), Nonconformance Reports (NCRs), Product Complaints, Design Control Deliverables, Design History Files, and Quality Audits. Enterprise-wide change control needs to be in place to manage modifications to all documents, specifications, procedures and product configurations to minimize the risk of FDA audit driven plant shut-downs.

From a regulatory compliance standpoint, PLM needs to be managed as a mission-critical enterprise system.

Product companies can avoid late-stage design changes and explore ways of improving product designs while still meeting compliance requirements. Companies can also reduce or eliminate the use of hazardous materials and substances in their products, thereby avoiding problems such as launch delays, recalls, fines, poor customer satisfaction and a damaged public image.

In addition to regulatory compliance, PLM systems are critical to a company’s overall environmental performance. More than 80% of the ecological impact of a product across manufacturing, usage, maintenance and repair, and end-of-life disposal is determined during initial product design.

Upcoming regulations may even impact the energy efficiency of an entire value-chain, as well as its carbon footprint. This will require companies to manage a portfolio of eco-design initiatives for a product’s material, energy and carbon impacts, necessitating lifecycle analysis and product management through design, sourcing, manufacturing, distribution, and end-of-life processes.

Figures 1 and 2, below, depict a large complex enterprise framework for managing a portfolio of project for sustainable development. Other PLM backbone capabilities come to play including Project and Portfolio Management, Direct Material Sourcing, and Extended Enterprise Collaboration capabilities.

Figure 1: Corporate Level Integrated Environmental Management

Figure 1: Corporate Level Integrated Environmental Management

Figure 2: Lifecycle Analysis (LCA) across a cradle-to-cradle mapping of the industrial ecosystem

Figure 2: Lifecycle Analysis (LCA) across a cradle-to-cradle mapping of the industrial ecosystem

Just a blog article doesn’t really give the space to treat this topic in-depth, but Dassault Systemes is making major investments and initiatives in solutions for Sustainable Development. Those wishing to read further on our company’s approach can review our new corporate report.

The last pillar of PLM as an enterprise backbone will complete the innovation spiral enabled by PLM in a discussion of Integrated New Product Market Launch, as facilitated by PLM.

More later about the fourth pillar of PLM as your enterprise backbone . . .

Best,

Brian

Related posts:

PLM as the Enterprise Backbone: Emerging with Advantage

PLM Enterprise Backbone Pillar 1: Product Portfolio Management

PLM Enterprise Backbone Pillar 2: Working with the Supply Chain



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