Blue state blues
I hope readers have been following Dylan McGrath’s excellent business series on FPGA startups at EE Times. Some of the companies covered have been mentioned here, but SiliconBlue Technologies Corp. drew a blank for me. I kept thinking of the long-forgotten summer-replacement TV series, Coronet Blue, a poor man’s version of The Prisoner meets The Avengers. Would SiliconBlue be as forgotten as its TV namesake in a decade?
The chosen focus of the company makes me wonder. Trying to carve a niche in the cost-sensitive end of the FPGA market, even if one is focused on low-power handheld applications, might be more of a struggle than attempting a high-end play. In the latter realm, a startup must compete with the both the expertise of the Xilinx-Altera-Actel-Lattice foursome in shrinking complex architectures, and with the ability of the market leaders to gain easy access to sub-90-nm foundry. This is why designers like Tier Logic have focused on architecture rather than speed or density.
But the low end can bring problems of its own. All established FPGA vendors already offer a price-sensitive family with a core of dedicated users. Their ability to price-bomb at the entry level may be more than any startup is willing to tolerate. And let’s be honest – venture capitalists were becoming unforgiving and rare in the semiconductor industry well before the 2008 collapse of the financial world. In 2009, can anyone get past a mezzanine round of funding?
I wish SiliconBlue the best, but I also foresee the company having to compete with the likes of the Atmel Corp. CAP7L programmable controllers, and the Cypress Semiconductor pSOC. Put on your crash helmets. Inside my brain, I keep hearing that wild refrain….
Steven K. Knapp (Prevailing Technology, commented:















