I learned a lot from this. I certainly had not known Siemens is good at software. I had a biased & ignorant opinion that their role is to employ a lot of people and collect state subsidies. A reminder that bias is self-defeating and opinion without data is delusional.
Great write up. Siemens has an extensive software products beyond PLM, CAD and EDA. I was at their software conference this year and they are developing some impressive AI capabilities as well as connecting related products. It would be interesting to have a deeper follow up on comparing the leader’s product lines.
Excellent breakdown on the moats in physical design software.
Having used these tools before my pivot to tech, I find this an exceptionally well-researched case study on value chains and defensive barriers to entry in a niche but crucial product category.
I learned a lot from this. I certainly had not known Siemens is good at software. I had a biased & ignorant opinion that their role is to employ a lot of people and collect state subsidies. A reminder that bias is self-defeating and opinion without data is delusional.
Thank you!
Great write up. Siemens has an extensive software products beyond PLM, CAD and EDA. I was at their software conference this year and they are developing some impressive AI capabilities as well as connecting related products. It would be interesting to have a deeper follow up on comparing the leader’s product lines.
Thoughts on Keysight Technologies?
Excellent breakdown on the moats in physical design software.
Having used these tools before my pivot to tech, I find this an exceptionally well-researched case study on value chains and defensive barriers to entry in a niche but crucial product category.
Thanks for sharing, Eric.