Bridging the Frontier 
Bob Smith, Executive Director
Bob Smith is Executive Director of the ESD Alliance responsible for its management and operations. Previously, Bob was senior vice president of Marketing and Business Development at Uniquify, responsible for brand development, positioning, strategy and business development activities. Bob began his … More » Electronic System Design Industry Posts $4 Billion in Revenue in Q2 2023, ESD Alliance ReportsOctober 18th, 2023 by Bob Smith, Executive Director
The Electronic System Design (ESD) industry continues to prove its value to the entire electronics supply chain as we report a revenue increase of 5.3% to $3,962.7 million in the second quarter of 2023. That’s up from $3,763.6 million in the second quarter of 2022, according to the latest Electronic Design Market Data (EDMD) report. The four-quarter moving average that compares the most recent four quarters to the prior four rose 9.5%. Likewise, companies tracked in the EDMD report employed 59,160 people globally in Q2 2023, an 11.8% jump over the Q2 2022 headcount of 52,918 and up 2.5% compared to Q1 2023. “Total license and maintenance revenue, which includes all design tools, was strong at 16.1% overall with double-digit growth in all regions except Japan,” remarks Wally Rhines, Executive Sponsor of the SEMI EDMD report. He added that growth in total electronic design automation (EDA) revenue in Q2 23 was limited by weak semiconductor IP (SIP) revenue.  The table highlights percentage growth for the industry by major category. This week’s quarterly EDMD report includes revenue information broken down by category and geographic areas. For example, Computer-Aided Engineering (CAE) revenue jumped 19.7% to $1,512.4 million as the four-quarter CAE moving average increased 17.6%. IC Physical Design and Verification revenue rose 14.2% to $689 million and the four-quarter moving average increased 17.2%. Printed Circuit Board and Multi-Chip Module (PCB and MCM) revenue increased 6.3% to $369 million. The four-quarter moving average for PCB and MCM rose 11.7%. Services revenue increased 5.2% to $137.5 million as the four-quarter Services moving average rose 12.3%. Only Semiconductor Intellectual Property (SIP) revenue decreased –– 11.6% to $1,255 million with the four-quarter SIP moving average falling 1.6%. Two regions reported declines in Q2 2023 –– the Americas and Japan. The Americas, the largest reporting region by revenue, landed $1,627.9 million of electronic system design products and services in Q2 2023, an 0.6% decline, though the four-quarter moving average for the Americas rose 7.5%. Japan’s procurement of electronic system design products and services decreased 4.3% to $241.6 million as the four-quarter moving average for Japan fell 0.3%. Europe, Middle East, and Africa (EMEA) secured $509.4 million of electronic system design products and services in Q2 2023, a 7.8% increase as the four-quarter moving average for EMEA grew 8.2%. Asia Pacific (APAC) procured $1,583.9 million of electronic system design products and services in Q2 2023, a 13.1% increase. The four-quarter moving average for APAC grew 14.4%.  Percentage growth for the industry by region is shown in this table. About the EDMD Report Public and private companies contribute data to the quarterly Electronic Design Market Data report available from SEMI and produced by the ESD Alliance. It presents EDA, SIP and services industry revenue data quarterly published approximately three months after quarter close. For information about SEMI market research reports, visit the SEMI Market Research Reports and Databases Catalog. About The ESD Alliance I encourage you to learn more about the ESD Alliance, a SEMI Technology and recommend your company become a member if it is not one already. We represent members in the electronic system and semiconductor design ecosystem as the marketing advocate and address economic issues affecting the entire industry. We act as the central voice to communicate and promote the value of the semiconductor design ecosystem as a vital component of the global electronics industry. If your company is already a SEMI member, consider becoming a member of the ESD Alliance by submitting a short application with no extra fee. If your company is not a SEMI member yet, it can apply at the same time to join the ESD Alliance. No extra fee is associated with being a part of the ESD Alliance. Contact Paul Cohen at pcohen@semi.org or Bob Smith at bsmith@semi.org if you have questions. Follow the ESD Alliance, a SEMI Technology Community ESD Alliance Bridging the Frontier blog Twitter: @ESDAlliance |
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