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Posts Tagged ‘MSS’

Answer’s nope: Should EDA Consortium become IP Consortium?

Wednesday, September 30th, 2015

 

The news is good out of EDA this week: The industry continues up and to the right.

EDAC’s Market Statistic Services produced the numbers: “The EDA industry revenue increased 8.5 percent for Q2 2015 to $1906.5 million, compared to $1757.9 million in Q2 2014. The four-quarters moving average, which compares the most recent four quarters to the prior four quarters, also increased by 8.5 percent. Companies that were tracked employed a record 32,806 professionals in Q2 2015, an increase of 4.9 percent compared to the 31,259 people employed in Q2 2014, and up 2.1 percent compared to Q1 2015.”

Mentor CEO Walden C. Rhines provided the commentary: “The industry’s strong, and exceptionally good in CAE, where the concentration is emulation, functional verification, and test, [while] IC physical design also reported solid growth. Geographically, all regions except Japan saw revenue increases, especially Asia/Pacific. The PacRim was strong in Q2, North America was strong, and Europe was pure gold.”

“The numbers are also very good in IP,” he continued, “especially in EDA combined with IP. The external companies, dominated by ARM, showed unusually large growth in Q2, and the internal IP companies are also showing excellent growth.”

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2013_Q3: The Good Times continue, with qualification

Wednesday, January 15th, 2014

 

It’s clear that these are heady days in EDA and IP. The numbers have been up and to the right for a number of quarters now and everybody’s feeling good about things, including Mentor Graphics CEO Wally Rhines. He was doing the rounds last week talking up EDAC’s Market Statistics Service report on the industry for Q3_2013; the report was published this week on Tuesday.

On my phone call with Rhines I found him exuberant, so I started with a comment to which Rhines was not allowed to respond; he was speaking for EDAC in that conversation and not for his own organization.  “Wow,” I said. “Mentor is really doing stupendously if your stock valuations are any indication, up over 40 percent in the last year.”

Rhines said nothing, but did chuckle, so I continued: “Wow again, then, for the overall EDA and IP industries. Having said that, I’ve noticed – perhaps not for the first time – that Synopsys does not officially submit numbers for these quarterly MSS updates. What’s up with that?”

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