Commentary: Electronics IP Industry — A May 2006 Update


Index
1Q05
4Q05
1Q06
QoQ
YoY
DJI 10,504 10,783 11,109 3.0% 5.8%
Nasdaq 1,999 2,175 2,340 7.6% 17.1%
S&P 1,181 1,212 1,295 6.8% 9.7%
      Ave
Delta
5.8% 10.8%
Table 5 -- Stock Indexes



Figure 2 -- G7 IP Providers Stock Prices


Forecast Guidance from Individual IP Providers

The forecast from the six EDA companies (of the G7) who provided guidance calls for year-over-year growth at 20% and sequential growth for the next quarter at 4%. See Table 6. All but Ceva forecast year-over-year growth and with the exception of LogicVision that growth is expected to be above 20%. On a sequential basis all but MIPS are forecasting growth. MoSys and LogicVision are forecasting low double digit growth.

Company
Next
QTR
Revenue
Current
QTR
Revenue
Next
vs
Current
Same
QTR
Last
Year
Last
Year
vs
Current
Ceva 8,500 8,134 4.5% 9,528 -10.8%
LogicVision 2,650 2,349 12.8% 2,535 4.5%
MIPS 17,500 17,497 0.0% 14,284 22.5%
MoSys 4,000 3,522 13.6% 3,067 30.4%
Rambus 49,500 47,245 4.8% 39,985 23.8%
Virage Logic 15,450 15,196 1.7% 11,954 29.2%
Total 97,600 93,943 3.9% 81,353 20.0%
Table 6 - Forecasts of the G7 IP Providers after Q1 2005
(US$000)


Individual Company by Company Guidance

For guidance Ceva expects revenue in the next quarter to be in the range of $8 million to $9 million. This compares to $8.1 million in the quarter just completed and to $9.2 million in the same quarter a year earlier. Guidance for the year is for revenue between $35 million and $37 million.

For guidance LogicVision expects revenue in the next quarter to be in the range of $2.6 million to $2.7 million. Net loss is expected to be in the range of $1.8 million to $2.0 million. This compares to $2.3 million in revenue for the quarter just completed and to $2.5 million in the same quarter a year ago.

As guidance MIPS expects total revenue to be flat relative to the prior quarter where revenue was $17.5 million. More specifically MIPS expects royalty revenue to decrease 5% to 10% and license revenue to increase 5% to 10%. This compares to $14.3 million in the same quarter a year ago.

As guidance MoSys expects total revenue for the second quarter of 2006 to range from $3.5 million to $4.5 million. This compares to $3.5 million in the quarter just completed and to $3.1 in the same quarter a year earlier.

As guidance Rambus expects revenue in the next quarter to be in the range of $48 million to $51 million. This compares to $47.2 million in the quarter just completed and $40 million in the same quarter a year earlier.

As guidance Virage Logic expects revenues of approximately $15.2 million to $15.7 million, including royalties of approximately $4.3 million to $4.6 million.


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