EDA Industry Update February 2004 -- What did the Last Quarter/Year Bring?

In May 2003, August 2003, and December 2003 EDA Commentaries by the authors (published on EDACafé.com), the then-current yearly and quarterly financial performances of a selected group of publicly traded Electronic Design Automation (EDA) companies were analyzed and compared. Expectations regarding the future financial performances of these same EDA entities were documented as well. This February 2004 report covers their performances for the fourth quarter of 2003 as well as for the full year 2003.

Preface

Based on news reports in the common media, it would appear that the general US economy has been improving in recent quarters. The US Gross Domestic Product had a spectacular third quarter with 8.2% growth and a lower but still positive fourth quarter with 4% growth. On Wall Street, the Dow Jones, S&P and Nasdaq rose 24%, 26% and 50% respectively for the 2003 year. Productivity increased 4.2 percent in the nonfarm business sector during 2003. Mergers & Acquisitions are on the rise as 2004 begins.

What about the electronics sector? During a February 2, 2004 webcast on "Fourth Quarter Results and Short Term Outlook," Doug Andrey, Principal Analyst for the Semiconductor Industry Association, presented data for the semiconductor industry as shown in Table 1 below:

 

 

Product Line ($ billion)

3Q03

4Q03

4Q vs 3Q

2002

2003

2003 vs 2002

Discrete

1.42

1.56

9.9%

12.3

13.3

8.1%

Optoelectronics

2.54

2.83

11.4%

6.8

9.5

39.7%

Analog

6.81

7.52

10.4%

23.9

26.8

12.1%

MOS Microprocessor

7.34

7.92

7.9%

23.9

27.4

14.6%

MOS Microcontrollers

2.57

2.66

3.5%

9.4

10

6.4%

MOS DSP

1.58

1.76

11.4%

4.9

6.8

38.8%

MOS Logic

9.58

10.5

9.6%

31.3

36.9

17.9%

MOS Dram

4.62

5.11

10.6%

15.3

16.7

9.2%

Flash EEPROM

3.07

3.97

29.3%

7.9

11.7

48.1%

Other

 

 

 

5.3

6.9

30.2%

Total

39.53

43.83

10.9%

141

166

17.7%

Table 1 Semiconductor Industry Report - SIA

 

The total semiconductor worldwide market reported $166.4 billion in revenue versus $141 billion in 2002, a growth of 18%.

How did this strong performance translate into the revenues of our selected group of EDA software & services vendors?

   

How did the EDA Vendors fair during the fourth quarter of 2003?

Company

Last QTR Revenue

Prev QTR Revenue

Last vs. Prev QTR

Comparable 2002 QTR

Last QTR vs. Comparable QTR

Altium (AUD)

10.0

9.0

10.9%

13.3

-25.0%

Altium $

7.3

5.8

26.6%

7.5

-2.7%

Ansoft

14.0

12.3

14.1%

12.4

13.1%

Cadence

307.6

268.5

14.6%

273.7

12.4%

Magma

31.1

25.8

20.3%

18.7

66.3%

Mentor

201.9

157.0

28.6%

180.1

12.1%

Nassda

9.7

8.4

15.6%

10.3

-5.9%

Synopsys

285

316

-9.9%

268

6.4%

Synplicity

13.2

12.5

5.3%

11.8

12.1%

Verisity

12.3

12.0

1.8%

14.6

-16.0%

Total

882

819

7.8%

797

10.7%


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