Bridging the Frontier 
Paul Cohen
Paul Cohen is senior manager, ESD Alliance at SEMI. Electronic System Design Industry Posts $4.7 Billion in Revenue in Q3 2023January 8th, 2024 by Paul Cohen
2024 kicks off with welcome news from the latest Electronic Design Market Data (EDMD) report produced by the Electronic System Design (ESD) Alliance, a SEMI Technology Community. The ESD industry reported near record revenue growth in Q3 2023 with an increase of 25.2% to $4,702.4 million from $3,756.3 million in the third quarter of 2022. The four-quarter moving average comparing the most recent four quarters to the prior four rose 13.8%. According to Wally Rhines, Executive Sponsor of the SEMI EDMD report, this was the highest overall growth since Q4 1998. Computer-Aided Engineering, IC Physical Design and Verification, Printed Circuit Board (PCB) and Multi-Chip Module (MCM), and Semiconductor Intellectual Property (SIP) categories reported double-digit growth. All geographic regions reported substantial growth, he added. Head count increased as well. Companies tracked in the EDMD report employed 59,737 people globally in Q3 2023, a 10.6% jump over the Q3 2022 headcount of 53,034 and up 1% compared to Q2 2023.
Computer-Aided Engineering (CAE) revenue grew 22.4% to $1,657.5 million with the four-quarter CAE moving average at16.7%. IC Physical Design and Verification revenue surged 45.3% to $904.5 million as the four-quarter moving average increased to 29%. PCB and MCM revenue climbed 23.6% to $426.1 million while the four-quarter moving average rose to 14%. Semiconductor Intellectual Property (SIP) revenue rose 22.1% to $1,575.9 million as the four-quarter SIP moving average came in at 5.3%. Services revenue decreased during the period. It slipped 3.9% to $138.3 million, though the four-quarter Services moving average rose to 6%. The largest reporting region by revenue is Americas and it recorded $1,984.1 million of ESD products and services in Q3 2023, a 22.8% jump. The four-quarter moving average for the Americas rose to 11.2%. Europe, Middle East, and Africa (EMEA) procured $551.1 million of ESD products and services in Q3 2023, a 21.5% increase with the moving average at 13.4%. Japan’s procurement increased 30.5% to $309.3 million and thefour-quarter moving average for Japan was 9.4%. Asia Pacific (APAC) secured $1,858 million of ESD products and services in Q3 2023, a 28.1% increase. The four-quarter moving average grew to17.8%. About the EDMD Report
Coming Soon! The Phil Kaufman Award Ceremony and Banquet Join the ESD Alliance and IEEE Council on Electronic Design Automation (CEDA) for a night of networking, dining, and celebrating as we recognize our 2023 Phil Kaufman Award recipient, Dr. Lawrence T. Pileggi from Carnegie Mellon University. The Phil Kaufman Award Ceremony and Banquet will be held Thursday, February 22, from 6:30-9:30pm at The GlassHouse in San Jose, Calif. Secure early bird pricing before Friday, January 12. https://lnkd.in/dhNQTsmF About The Electronic System DesignAlliance The Electronic System Design (ESD) Alliance, a SEMI Technology Community, is the central voice to communicate and promote the value of the semiconductor design ecosystem as a vital component of the global electronics industry. As an international association of companies providing goods and services throughout the semiconductor design ecosystem, it is a forum to address technical, marketing, economic and legislative issues affecting the entire industry. If your company is already a SEMI member, consider becoming a member of the ESD Alliance by submitting a short application. If your company is not a SEMI member yet, it can apply at the same time to join the ESD Alliance. There is no additional membership fee to join the ESD Alliance. Contact Paul Cohen at pcohen@semi.org or Bob Smith at bsmith@semi.org if you have questions. Follow SEMI ESD Alliance ESD Alliance Bridging the Frontier blog Twitter: @ESDAlliance |
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