FPGA Trends Highlight Move To IP Subsystems
Tuesday, April 12th, 2011By John Blyler
Low-Power Engineering sat down to discuss trends in FPGA design and related IP subsystem aggregation with Rich Wawrzyniak, senior market analyst for ASIC and SoC at Semico Research. What follows are excerpts of that conversation.
LPE: Let’s start by talking about the trends in design starts in the FPGA. Is there anything new?
Wawrzyniak: Tracking actual design starts in the programmable logic space is full of quirks, compared to ASIC starts. The problem is that the majority of programmable logic design starts come from some guy playing around at his desk. While this is important information, such designs starts seldom go further than just exploration. This activity occurs at such a granular level that it’s very difficult to know what the desktop designer is actually doing. The other problem in tracking this data comes from the way people view prototyping and designing with FPGAs. For example, you might be using 5 to 10 FPGAs to mirror one ASIC. Are each one of those FPGA instances a design start? If not, what ratio of them does represent a design state? Who knows? Nevertheless, I do have track programmable logic design start data from 71 end applications. This chart (Fig. 1) indentifies FPGA design starts by market segment.

LPE: Most areas are seeing increases.
Wawrzyniak: They are increasing, although others may disagree. Unfortunately, whether specific groups see design starts increasing or decreasing depends upon their comfort level and their affiliation. For example, EDA would like to say that design starts are going down because their revenues are flat to down. Conversely, IP vendors would like to say the opposite, namely, that design starts are on the rise. Each group can support their viewpoint. The EDA companies justify decreases in design starts by not counting derivative designs in an SoC project. By derivative design I mean that you design the most complex family member first, then add or remove features or functions to suit the market needs for other family member products.
LPE: Don’t shuttle test runs and respins add to the confusion about what constitutes a design start?
Wawrzyniak: Test shuttle runs can be a problem, depending upon how involved they become.
I do count respins as design starts since they represent (to me) a new design. I know this may seem like I’m splitting hairs. But what all of the interested parties—EDA and IP vendors to fabless companies and foundries—ultimately want to know is the number of designs that are going to production. I agree that the answer to this question is very important. But my approach is to determine the level of design activity in the market. I feel that this is a better metric of what is actually going on. It reflects the true competitiveness of the silicon. For example, you may have 10,000 design starts but only one of those goes to product. That tells you that something is going on. Rather than focus on the designs that go to production, I look at the activity. What is preventing or enabling more design starts to go into production?
LPE: Do you consider an FPGA to be an SoC?
Wawrzyniak: I define an SoC in terms of IP. If the design includes internally re-used or third-party IP, then it’s an SoC. If it doesn’t, then it isn’t a SoC.
LPE: Traditionally, isn’t an SoC defined as a system that includes at least a processor, memory and interface circuits?
Wawrzyniak: There are several parameters that I have created to define whether it’s an SoC or not. It doesn’t necessary have to have all of them. For example, if I remember correctly, Sharp had a line of micro-peripherals that didn’t have a CPU core. But they used third-party IP to incorporate other functionality into the SoC. Well, you better count that instead of not counting it. It just isn’t the way that people are used to conceptualizing an SoC (Fig. 2). The way I conceived of these new definitions, new looks at FPGAs, is based around interconnect and IP subsystems.
IP subsystems refers to an aggregation of lots of related functional blocks. There aren’t a lot of products in the market yet. IP subsystems have evolved to handle the increasing complexity of SoCs. In order to keep pumping out these complex designs, vendors have had to integrate lots of IP. The reason is that it is almost impossible to manage 100 discrete IP blocks. It can be done, but it’s costing more money, time and resources. The answer is the aggregation of certain IP blocks around particular core functionality, such as security, communication and multimedia. Further, these aggregated blocks are given their own interconnect (in the FPGA fabric) to turn the individual block to work better together, e.g., for better performance and low power. For example, Xilinx has been developing IP subsystems for the last year or so.
LPE: Are these IP subsystems coming from several different third party vendors or from just one IP company?
Wawrzyniak: At the moment, it’s mostly from the IDMs. This isn’t surprising, given the history of the semiconductor industry. Once these IDMs prove out a good idea, then everyone is going it. This approach is at the heart of the trends that drive the semiconductor industry – evolution and integration. It doesn’t make sense to say that the forces of integration only apply to silicon. It’s going to apply to IP. That is what this is a reflection of—it is the next iteration, the next twist in the road for IP.


