Electronics IP Industry View - How important is the Intellectual Property market?

Figure 1 - Total Worldwide Semiconductor IP Market (US$ millions)
Source: Dataquest/Gartner Group.



Even though the percentage growth has slowed over the last several years, the IP provider niche has clearly emerged as a significant revenue contributor to the overall electronic design automation marketplace.

Delving Deeper

To probe further into the IP provider market niche, we have arbitrarily selected eight (8) publicly-traded companies (hereinafter known as the "Group-of-8" or "G8"), as representative of the current state of the electronics IP industry.

Group-of-8 (G8):

ARM Holdings, plc Cambridge, UK
Artisan Components, Inc. Sunnyvale, CA
LogicVision, Inc. San Jose, CA
MIPS Technologies, Inc. Mountain View, CA
Monolithic System Technology, Inc. Sunnyvale, CA
ParthusCeva, Inc. San Jose, CA
Rambus, Inc. Los Altos, CA
Virage Logic Corp. Fremont, CA



For the G8 companies above, we will assume that all of their revenues are electronics IP and directly-related IP services.

How has the Group-of-8 (G8) IP providers performed financially?

Figure 2 lists the revenue records of the selected G8 IP providers for 2001 and 2002. Based on this set of numbers, three of the companies (Artisan, Monolithic and VirageLogic) showed substantial percentage revenue growth, one grew only slightly (ARM), and four (LogicVision, MIPS, ParthusCeva, and Rambus) were down year-over-year.

The full Group-of-8 revenues were relatively flat between 2001 and 2002.

Company Total Revenue 2001 Total Revenue 2002 2002 % of 2001

(million) (million) (%)
ARM (£) £146,274 £150,922 103%
ARM ($) $210,771 $225,729 107%
Artisan Components $27,771 $43,662 157%
Logic Vision $17,232 $15,555 90%
MIPS $69,935 $43,108 62%
Monolithic Systems $22,490 $27,791 124%
ParthusCeva $25,244 $19,196 76%
Rambus $107,307 $99,405 93%
VirageLogic $34,816 $47,531 137%
Total G8 $515,566 $521,977 101%


Figure 2 - Revenues for the G8 IP providers for 2001 and 20021
(US$ Sources: company financial statements & filings)



By studying the G8's 2001 and 2002 revenue performance by quarter, other trends emerge, as in Figure 3. Note that the revenue figures for first two quarters of 2003 are also included in Figure 3.


1Q01 2Q01 3Q01 4Q01 1Q02 2Q02 3Q02 4Q02 1Q03 2Q03
ARM 47.4 51.2 54.0 58.1 60.2 63.1 51.6 50.8 50.1 51.7
Artisan 1.7 7.1 6.4 7.6 8.0 10.0 11.7 14.0 16.1 18.9
LogicVision 3.1 3.9 4.8 5.4 5.9 3.7 4.0 2.0 2.4 1.4
MIPS 27.8 17.6 12.5 12.0 12.7 10.5 9.4 10.4 9.5 9.8
MoSys 4.6 5.4 5.8 6.7 6.4 6.5 7.0 7.9 7.9 4.5
ParthsusCeva

7.8 4.4 3.7 4.6 4.9 5.7 8.8 9.1
Rambus 31.2 23.3 27.9 24.9 23.5 23.7 24.5 25.7 28.1 29.2
VirageLogic 7.6 8.5 9.1 9.6 10.6 12.2 13.1 11.6 9.6 9.6
G8 Total 123.5 117.0 128.3 128.7 131.1 134.4 126.2 128.0 132.6 134.1

« Previous Page 1 | 2 | 3 | 4 | 5 | 6  Next Page »

Rating:


Review Article Be the first to review this article
 True Circuits: IOT PLL

Featured Video
Jobs
Currently No Featured Jobs
Upcoming Events
RFIT 2018 at Rendezvous Hotel Flinders Street Melbourne Australia - Aug 15 - 17, 2018
ICWSNUCA 2018 at Hyderabad India - Aug 24 - 25, 2018
CDNLive India 2018 at Hotel Park Plaza 90-4, Outer Ring Road, Marathahalli Bengaluru India - Sep 6 - 7, 2018
FDL 2018 at TUM Institute for Advanced Study (TUM-IAS) Munich Germany - Sep 10 - 12, 2018
DownStream: Solutions for Post Processing PCB Designs
TrueCircuits: UltraPLL



Internet Business Systems © 2018 Internet Business Systems, Inc.
25 North 14th Steet, Suite 710, San Jose, CA 95112
+1 (408) 882-6554 — Contact Us, or visit our other sites:
AECCafe - Architectural Design and Engineering TechJobsCafe - Technical Jobs and Resumes GISCafe - Geographical Information Services  MCADCafe - Mechanical Design and Engineering ShareCG - Share Computer Graphic (CG) Animation, 3D Art and 3D Models
  Privacy PolicyAdvertise