software and silicon – opportunities for india it ministry, delhi april 25, 2003 s sadagopan,...
TRANSCRIPT
Software AND Silicon – Opportunities for India
IT Ministry, DelhiApril 25, 2003 S Sadagopan, [email protected]
S Sadagopan [email protected]
Overview
Myths & RealitiesIndian Software IndustryMaturity of Software ProductionThe hardware “bugbear”Embedded Systems are “hot”Electronics beyond EntertainmentDesign ChainSummary
S Sadagopan [email protected]
Myths & Realities
Myth 1: India is software superpower; China is hardware superpower
Reality: Both of us are contractors to Superpowers USA & Japan
S Sadagopan [email protected]
Myths & Realities
Myth 2: China has taken away the manufacturing cake; we can do nothing about it
Reality: The value in manufacturing is not production alone!
S Sadagopan [email protected]
Myths & Realities
Myth 3: Indian companies do only software services; they just do not understand products
Reality: Pramati studio/server Top 10 in Middleware; i-Flex product is Top 3 for three years in a row (2000, 2001, 2002); Ramco Marshal runs factories that power the “time keeping nation”
S Sadagopan [email protected]
Myths & Realities
Myth 4: No high tech hardware product design happens in India
Reality: Philips DVD video codec; Apple iPod audio codec; TI OMAP; Microsoft J#; Adobe Reader for Palm & iPaq; Intel “start-up” utility; Cisco IOS core components; hp-ux, OpenView kernel; Oracle Pro c components,
S Sadagopan [email protected]
Myths & Realities
Myth 5: No “hi-tech” hardware / software product design is done by Indian IT companies
Reality: MBIL 3rd global optical disk manufacturer; VXL Instruments 3rd global terminal manufacturer; HiCal supplies magnetics for global No 1 mobile handset manufacturer; ImpulseSoft possibly the first global Bluetooth wireless earphone; Manmar imaging software for Ultrasound scanners; Purple Vision signal processor;
S Sadagopan [email protected]
Myths & Realities
Myth 6: The productivity of Indian IT industry is low; IBM with 45,000 developers has $ 20 Billion annual revenue; TCS, Infosys, Wipro together with 45,000 developers has $ 2 Billion!
Reality: Rupee Dollar imbalance; accounting problem; headcount problem
S Sadagopan [email protected]
Indian Software Industry
Started as “low cost”; established as “high quality”; emerging as “high value”
Respected globally; decent yet small $ 10 BillionCompanies like Infosys are present in MIT & Harvard Created a million direct jobs & indirectly 2-3 Million jobsBrought practically most of the Top Tier IT Companies to
India (through IDC) TI, Motorola, Intel, HP, IBM, Microsoft, SAP, SONY, Samsung
S Sadagopan [email protected]
Maturity of Software Production
Software for self (ALGOL, FORTRAN); fellow – professionals (FORTAN Libraries, IMSL); others and for everyone on earth
Function, Proc’s, Libraries, Objects, Classes, MFC, JFCComponents, Foundation Classes, FrameworksArea-specific – Matlab / MathematicaDomain-specific – J2EE / .NETMore software with less software engineers
S Sadagopan [email protected]
Hardware “Bugbear”
Software industry without microprocessor Fab?Software has never happened without hardware!Maturity of hardware productionHardware design & manufacture de-couplingFab-less, Chip-less companies too have a placeHardware design, Microelectronics competence comes of
age in India
S Sadagopan [email protected]
Embedded Systems are hot
DSP & Microprocessors are getting embedded all overIT inside Automobile – Engine, transmission, navigation,
entertainment, lighting, monitoring, Internet access – Auto Bus, GPS, GIS…
IT in Healthcare – Medical imaging equipment transformed thru Digitization, Patient embedding, Instrument embedding….
Appliances – Traditional White goods, Internet appliances, Camera, MP3 devices
Shift to open standards & use of commodity DSP / Microprocessors
S Sadagopan [email protected]
Electronics beyond Entertainment
Audio & Video dominated electronics for longPDA, Mobile phone, multiple form factor PC (several
hundreds of millions)Audi & Video moving to digital changes the landscape
(emergence of MP3 – DVD devices) Mobile devices for office, field, health, security and
knowledge workers will see dramatic growth (424 Million mobile phones alone!)
S Sadagopan [email protected]
Emergence of Design Chain
Design Tools, Libraries – Big guys, small guys feeding the big guys
Design Houses – In House, Third PartyOfferings – services, IP driven services, IP licensing aloneSystem IntegratorsVerification, Prototyping, Small sample productionReal manufacture, Brand managersSimilar to automotive industry today
S Sadagopan [email protected]
What is missing in India
Protective hand of Government (not the crushing hand) – legal, fiscal, indirect
Fast in & out of “atoms” – what STPI did for “bits”
Help higher education directly (not through education departments) through competitive grants with more than “utilization certificate” as “accountability”
S Sadagopan [email protected]
My limited view of tomorrow’s world
Consuming economies (USA, Euro Europe, Japan)Moving / selling economies (Singapore, ASEAN)Producing economies (China, Korea, Taiwan, Malaysia)Designing economies (India & China) Other economies (Middle East, Africa, non-Euro Europe)Vacationing Economies (Australia, New Zealand)
S Sadagopan [email protected]
Summary
Hardware & Software divide will not stay for longHardware design would need more software engineers
(explains Intel having more software engineers today than Microsoft)
It is no longer Hardware OR Software but only Hardware AND Software
Similarly it is no longer India OR China but India AND China – India & China as a new IC!
