As far as services is concerned:
There is extreme shortage of experienced professionals in this space. Few big companies have not really contributed as much as they could in this area. Why? Large MNCs have these processes that abstract out the engineering knowhow to do the job to a great extent. So we are seeing professionals with 10-15 years experience doing Silicon Validation in top companies with close to nil understanding of electronics/electrical fundamentals.
I am also seeing services companies trying to level up their Silicon game. I have seen one of the well known companies fail to deliver on their commitments too. This is not an easy area to enter. Requires engineering knowledge/skills. The aquisition makes sense (in a way… looking at it from far off).
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