In last week’s post on The Breker Trekker blog, we surveyed the semiconductor market for the past 15 years or so from the standpoint of revenue leadership. Wikipedia provides a set of tables showing the top 20 semiconductor vendors for each year. We compiled this data into a single table, and found that this revealed some clear trends of how the industry has evolved during this period. The many spin-offs, mergers, acquisitions, and bankruptcies resulted in constant changes in the lower ranks of the top 20, and even some shuffling among the top players. This topic proved to be of great interest to our readers, with this week-old post surpassing many popular older posts.
Last week we also contrasted the semiconductor market with the EDA market, in which the top three revenue leaders have been the same for more than 20 years. Unlike semiconductors, there are almost no other EDA companies beyond the top three that were around 15-20 years ago and still exist today. We have had many spin-offs, mergers, acquisitions, and bankruptcies in our industry as well. Like semiconductors, we have had many changes in rankings beyond the very top tier, so we thought that we would try this week to create a similar chart and perform a similar analysis for EDA. However, this has not proven possible. We’d like to explain why and offer some more thoughts on the EDA market and how it differs from semiconductors.