Electronics > Circuit Studio
Circuit Studio Dead? (again!)
EEVblog:
--- Quote from: Doctorandus_P on December 22, 2024, 11:34:12 pm ---If they don't care about developers, and they don't care about investors, then what do they care about?
They do care about money. The article below has sentences like "Monetizing beyond PCB design" and "With stronger uptake of higher-value subscription seats the US$500M target will be reached with only 75,000 to 90,000 seats on subscription. However, 100,000 seats on subscription remains an independent aspirational goal."
That document was from just before the Renesas takeover, but it seems that Renesas want a return on their MegaBuck investment too.
--- End quote ---
The point is that 100% of the Altium investors only cared about the Altium product and it's revenue, obviously.
Now what percentage of the Renesas investors care that much about what profit Altium makes given that Altium makes up a single digit percentage of Renesas's revenue?
Altium has always been a debt free cash cow, and it makes sense to continue to run the division in that way. But the focus of Altium would now be internal stakeholders at Renesas and not the Renesas shareholders.
This change potentially gives more leeway in future product pricing than it did before.
Doctorandus_P:
--- Quote from: EEVblog on December 23, 2024, 12:53:54 am ---... given that Altium makes up a single digit percentage of Renesas's revenue?
--- End quote ---
I never realized how big Renesas is. Total Assets 2.8 Trillion Yen = 18Billion USD
https://en.wikipedia.org/wiki/Renesas_Electronics
Altium was USD437 Million in 2023, so that boils down to just 2.3%
https://en.wikipedia.org/wiki/Altium
It does make me wonder what Renesas wants to do with altium. I once read that some Orcad users did not want to switch to altium, because they got their tools for free from their chip vendor. Maybe Renesas wants to go that way too. It's either something like that or they may be interested in FPGA tools :-DD
But whatever it is, Circuitmaker seems like flee poo on the scale.
tooki:
--- Quote from: EEVblog on December 23, 2024, 12:53:54 am ---
--- Quote from: Doctorandus_P on December 22, 2024, 11:34:12 pm ---If they don't care about developers, and they don't care about investors, then what do they care about?
They do care about money. The article below has sentences like "Monetizing beyond PCB design" and "With stronger uptake of higher-value subscription seats the US$500M target will be reached with only 75,000 to 90,000 seats on subscription. However, 100,000 seats on subscription remains an independent aspirational goal."
That document was from just before the Renesas takeover, but it seems that Renesas want a return on their MegaBuck investment too.
--- End quote ---
The point is that 100% of the Altium investors only cared about the Altium product and it's revenue, obviously.
Now what percentage of the Renesas investors care that much about what profit Altium makes given that Altium makes up a single digit percentage of Renesas's revenue?
Altium has always been a debt free cash cow, and it makes sense to continue to run the division in that way. But the focus of Altium would now be internal stakeholders at Renesas and not the Renesas shareholders.
This change potentially gives more leeway in future product pricing than it did before.
--- End quote ---
Indeed.
I’m hoping they kinda do with Altium what the various silicon vendors have done with IDEs for their MCUs, seeing the software as a way to enable sales of their hardware by offering some or all of their toolchains for free.
voltsandjolts:
Surely Altium software is too generic for that, it couldn't be locked down to Renesas components only and remain usable.
More likely everybody's Altium will try to push Renesas at you.
tooki:
I didn’t mean that they’d limit it to their own components. It wouldn’t be usable in such a form. Just that by seeing it as something complementary/synergistic to their real product, rather than seeing it as a profit center in its own right, they might subsidize it in part or in full.
Consider how ARM (IIRC) subsidizes PlatformIO, even though PlatformIO supports countless non-ARM MCUs, too. Or how Analog Devices subsidizes LTspice, but in no way restricts it to only working with their components. (Sure, TI chooses to release their spice models only for PSpice and/or TINA, but absolutely nothing is stopping them from releasing LTspice models if they wanted to.)
Or how Microchip and ARM both have free standard versions of their toolchains (MPLAB X and Keil, respectively), but sell upgraded ones for those who need every iota of performance, or things like safety certification.
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