As guidance Ceva expects revenue in the next quarter to be in the range of $9.4 million to $10.4 million. This compares to $10.1 million in the quarter just reported and to $8.5 million in the same quarter last year. Ceva expects revenue for its fiscal 2008 to be in the range of $39 million to $41 million, compared to $33.2 million in fiscal 2007.
As guidance LogicVision expects revenue in the next quarter to be in the range of $3.0 million to $3.2 million, compared to $2.98 million in the quarter just reported and compared to $3.1 million in the corresponding quarter last year. CEO Healy commented, “We are seeing companies that historically have had internal BIST technologies begin to transition from a 'make' to a 'buy' decision. As the only viable commercial BIST supplier for logic in the market today, LogicVision is well positioned to capitalize on these trends. We believe we are on track to record solid year-over-year revenue growth.”
MoSys did not provide revenue guidance for the next quarter.
As guidance MIPS expects revenue in the next quarter to grow up to 5% over the quarter just reported ($27.3 million). This translates into a range of $27.3 million to $29 million.
As guidance Rambus expects revenues in the next quarter to be in the range $32 million to $37 million, compared to $39.7 in the quarter just reported and compared to $47.3 million in the corresponding quarter last year.
As guidance Virage Logic expects revenue in the next quarter to be in the range of $14.6 million to $15.5 million. This compares to $14.7 million in the quarter just reported and to $10.6 million in the corresponding quarter last year. Virage Logic expects license revenue in the range of $12.4 million to $13 million and royalty revenue in the range of $2.2 million to $2.3 million. Next quarter there is an expected $1.8 million in performance based payments to Ingot Systems acquired last summer.
Virage Logic CEO and Chairman commented, "We enjoyed strong license bookings in this most recent quarter, including substantial orders from major foundries. In addition, our opportunity pipeline remains strong, particularly in advanced physical IP, as well as our DDR memory interface IP product family. As a result of these two Virage Logic-specific parameters, we continue to be optimistic with regard to our future license revenue growth for our current product portfolio. With regard to royalties, I believe our company will enjoy increased royalty revenue in future quarters, as our customers move their advanced node SoC products into full production. Royalty revenue in current quarters, however, is a reflection of wafer fabrication production at older process nodes. As such, we have seen soft royalty revenues in the first half of fiscal 2008, and we are forecasting continued soft royalty revenues for the third fiscal quarter ending June 30, 2008. However, royalty revenues should increase in the second half of calendar 2008, as our major customers move into production with products on the advanced process nodes."
EDA Consortium's Market Statistics
In the fourth quarter the CAE segment accounted for 41% of total EDA revenue, IC Design & Verification for 28%, Semiconductor IP for 17%, PCB/MCM for 10% and Services for 5%.
For the fourth quarter of 2007 North America accounted for 46% of total EDA revenue, Europe for 20%, Japan for 20% and ROW for 15%.
Robert Gardner, executive director, EDA Consortium, said, “The reported worldwide EDA industry showed continued growth in Q4 2007, with double digit growth in Japan and the Rest-of-World. Overall industry revenue increased relative to both Q4 2006 and the four quarter moving average. EDA employment has seen steady growth over the course of 2007.”
Comments? Feedback? Tell us what you think about this topic, or share any additional information you may have on the subject! Submit your comments to: EDACafe-Editor.
About the Authors of this Electronics IP Commentary:
Since 1996, Dr. Russ Henke has been president of HENKE ASSOCIATES, a San Francisco Bay Area high-tech business & management consulting firm. The number of client companies for Henke Associates now numbers more than forty. During his corporate career, Henke operated sequentially on "both sides" of MCAD and EDA, as a user and as a vendor. He's a veteran corporate executive from Cincinnati Milacron, SDRC, Schlumberger Applicon, Gould Electronics, ATP, and Mentor Graphics. Henke is a Fellow of the Society of Manufacturing Engineers (SME) and served on the SME International Board of Directors. He is also a member of the IEEE and a Life Fellow of ASME International. In April 2006, Dr. Henke received the 2006 Lifetime Achievement Award from The CAD Society. In February 2007, Henke became affiliated with Cyon Research's select group of experts on business and technology issues as a Senior Analyst. This Cyon Research connection aids and supplements Henke's ongoing, independent consulting practice (Henke Associates).
An affiliate of the HENKE ASSOCIATES team since 2001, LA-based Dr. John R. (Jack) Horgan co-authored this May 2008 Electronics IP Industry Commentary. Dr. Horgan's prior corporate career has included executive positions at Applicon, Aries Technology, CADAM and MICROCADAM, as well as a stint at IBM. Dr. Horgan is also an editor of EDAcafe Weekly.
Since May 2003 the authors have now published a total of sixty-four (64) independent articles on MCAD, PLM, EDA and Electronics IP on IBSystems' MCADCafé and EDACafé. Further information on HENKE ASSOCIATES, and URL's for past Commentaries, are available at http://www.henkeassociates.net.