Say I'm a manufacturer let's say Rigol for example that use Spartan 6 FPGAs in their products 3 of them in the 4000 4 channel series. Why will i choose Xilinx again if their bitstream or worse their encryption has been compromised.
I don't know what Rigol or other manufacturers rely on, but I know even if I were to launch a product like that I wouldn't bother worrying about keeping secrets safe.
My way of thinking tells that "when it's published - it's published, just assume your secrets are already known to everyone, quickly get over it and move on."
I doubt the bitstream protection is that much worthwhile: in comparison, a CPU code can be disassembled as well and nobody really cares about that. However, manufacturers try to protect firmware, so it's somewhat similar going on there.
Security by obscurity had always been a bad way of doing things in [at least modern] cryptography, but this principle still lives in business models which is very sad.
Yes, I browsed the presentation. I think I saw it before when I began to investigate this subject.
I though that maybe someone had greater progress in this field, but it seems that this is as far as things went up until now.