|
发表于 2006-2-18 17:31:11
|
显示全部楼层
Ansys花5.65亿美元收购了FLuent!
Fluent公司同Ansys公司已决定整合,下面从刚得到的一些内幕消息来分析今后CFD软件及技术的发展方向。
内幕部分内容
Who will lead the new company after closing?
Jim Cashman will continue to serve as President and Chief Executive Officer of ANSYS, and Bart Patel, currently Chief Executive Officer of Fluent, will continue to support the company in a consulting capacity. In addition, Ferit Boysan, currently President and Chief Operating Officer of Fluent, will head up the Fluids Business Unit (FBU) after closing. Chris Reid, currently Vice President & General Manager – Fluids Business Unit, will lead the global Marketing organization of ANSYS.
Financial
What are Fluent’s and ANSYS';s revenues?
ANSYS 2005 revenue was $153.3 million.
Fluent 2005 revenue was $121.9 million.
From a GAAP perspective, at the closing ANSYS will write down a portion of Fluent’s deferred revenue causing Fluent’s GAAP revenues in 2006 to be negatively impacted; however, this is a non-cash impact and, consistent with ANSYS practices, adjusted financial results will be reported as if the deferred revenue write-down was not required under purchase accounting.
What happens to the Fluent and ANSYS brands?
The importance of the brand is what it connotes to the customer. Customers come first. Initially, this will mean maintaining brand identity. Over time our evolving continuous relationship might take us to new levels. It should be noted that all major brands acquired by ANSYS are still in existence.
How many employees does Fluent have?
Fluent and its subsidiaries have approximately 750 employees worldwide. Offices are located in the United States, United Kingdom, France, Germany, Belgium, Italy, Sweden, Japan, China and India.
How many employees does ANSYS have?
ANSYS and its subsidiaries have approximately 600 employees worldwide. Offices are located in the United States, United Kingdom, France, Germany, Netherlands, Japan, Canada and India. In addition to its direct sales offices, ANSYS distributes and supports its products through a global network of channel partners. This highly experienced channel of distribution and technical support currently provides over 40% of the company’s revenues.
How does Fluent fit into the overall structure at ANSYS?
Fluent will remain a separate subsidiary after closing and will operate as a separate business unit.
今后CFD走向分析
从人事变动上可以看到,Fluent公司的现总裁将领导今后新公司的整体的CFD产品系列(Fluent,CFX,ICEM CFD等),而老Ansys公司的负责流体的副总裁将负责新公司的市场,从人员调整可以看到今后对于新公司而言,流体软件部分将以Fluent为主线,沿着Fluent产品的发展思路延续下去。
从公司规模可以看到,去年Ansys公司同Fluent公司的规模相当,这次与其说是收购,不如说是强强联合。去年Fluent公司的年增长率约为16%,是一家财务状况非常健康的公司。Fluent公司之所以决定同Ansys公司整合,关键在于Ansys公司筹集到了5.68亿美元的巨额费用,Fluent公司的股票持有者有着巨大的收益,为何不卖?对比2003年Ansys收购CFX公司时,CFX公司已经是第三年的亏损,在2002年CFX亏了近500万美元,所以在2003年初Ansys公司仅以2000万美元的代价吃进了CFX。因此从Ansys公司花费的代价差异方面,只要是正常人,Fluent及CFX对于新公司而言,谁更重要这一点是不言而喻的!由于CFX和Fluent是同类的CFD产品,当年Ansys公司在收购CFX公司之后这几年的运作并没有达到使CFX软件占据优势的CFD市场,Fluent软件的市场仍远远超过CFX,因此这次Ansys公司再痛下血本(Ansys收购Fluent的费用绝大部分来源于银行贷款)完成了这次并构。
通常对于一个公司而言,同类的产品不会同时维持,尤其是软件产品,因此Fluent同CFX肯定会整合(消减研发人员及维护成本),因此就存在一个主次的问题,即今后的新Ansys公司的CFD产品是更多偏向Fluent软件还是CFX?
从Fluent公司并入新公司后仍保持独立的运行机构而言,同时Fluent公司拥有庞大的员工队伍(对应的Fluent流体研发工程师),而老Ansys公司对应的CFX方面的流体研发工程师要少的多,本着少数服从多数的原则,新公司的流体技术肯定将沿用Fluent软件的技术及思路,逐步将CFX的某些有特点的技术提取来完善Fluent产品,CFX将逐渐淡出。这种整合的实例在IT界比比皆是。
品牌的号召力,做CFD的行内人士都知道,Fluent拥有绝对优势的市场地位及品牌号召力。从去年两个公司的收入对比可以看到,Fluent品牌去年的收入是1.2亿美元,而Ansys所有的产品(包含流体软件、结构软件及其它软件)也不过是1.5亿美元,其中CFX等流体软件的总收入在3000万美元左右,Fluent品牌每年收益的价值是CFX&ICEMCFD等的4倍。对任何正常的公司而言,如果两个东西只能选一个的话,那么肯定会保留有绝对优势的!
从上面新公司合并后的一些特点分析可以看到,由于有如下几个因素:
品牌价值、号召力
市场地位
领导层构成
软件技术状态
公司员工构成
。。。。。
Fluent公司同Ansys公司完成并构后,大家可能会发现,新公司所推出的CFD软件将类似Fluent软件的风格及特点,对于老的Fluent软件用户而言应该说是一个好消息。
CFD技术的动向
Fluent同Ansys的并构将对CFD技术的发展产生巨大的影响,Ansys公司过去一直宣扬多物理场模拟、整合的概念,而过去流体相关的技术一直是Ansys公司的弱项,此次两强的合并,将极大促进多物理场模拟技术的发展,一个非常典型的应用将实现:结构-流体-电磁-其它关联场的耦合,大家过去关心的FSI(流体结构的瞬态耦合)问题在不远的将来会更加方便的实现。
总之这次的合并将改变整个CAE领域的格局,开创一个新的CAE发展空间。对于CFD方面而言,这也将会是一个里程碑! |
|