MSS Newsletter, Q2 2016

Each quarter, the ESD Alliance publishes the Market Statistics Service (MSS) report containing detailed revenue data for the EDA, Semiconductor IP, and design services industries. The report compiles data submitted confidentially by both public and private EDA and SIP companies into tables and charts listing the data by both product category and geographic region. This newsletter highlights the results for the second quarter of 2016. Additional details are available in the press release, or by joining ESD Alliance and receiving the full ESD Alliance MSS report.

Overall, second quarter 2016 industry revenues increased 5.6% compared to Q2, 2015. Total revenue for Q2 was 2012.6 million. Figures 1 and 2, below, summarize the revenue growth for Q2 2016 compared to Q2 2015, detailed by category (figure 1) and geographic region (figure 2). The MSS report contains many additional sub-categories, allowing subscribers to perform a more detailed analysis of revenues affecting their business. A complete list of categories for 2016 is available here.

EDA Revenue by category EDA Revenue by region
Figure 1: Q2 2016 EDA revenue growth by category Figure 2: Q2 2016 EDA revenue growth by region

 

Tables 1 and 2, below, show the percentage growth for the EDA industry by major category and region. (Negative growth is listed in parentheses).

Category
Revenue
($ Millions)
% Change 
CAE 662.4 0.8
IC Physical Design & Verification 415.0 9.4
PCB & MCM 167.8 8.1
SIP 668.0 9.2
Services 99.4 (-3.6) 
Region
Revenue
($ Millions)
% Change 
Americas 908.4 4.4
EMEA 284.7 (-6.8)
Japan 211.4 15.7
APAC 608.1 10.9
 
Table 1: Q2 2016 revenue growth by category Table 2: Q2 2016 revenue growth by region

 

Figure 3 (below) shows the revenue percentages by major category. As the chart shows, SIP is the largest category in Q2, followed closely by CAE. Geographically, the Americas is the largest consumer of EDA tools, with the remainder divided amongst Europe, Middle East, and Africa (EMEA), Japan, and Asia Pacific (APAC), as shown in Figure 4. The quarterly MSS report includes additional details for the Asia Pacific region.

Category Revenue Percentages Regional Revenue Percentages
Figure 3: Q2 2016 revenue percentage by category Figure 4: Q2 2016 revenue percentage by region

 

Figure 5 shows the historical revenue for the major categories (CAE, PCB & MCM, IC Physical Design and Verification, SIP and Services) since Q1, 1996. Each quarter's MSS report contains detailed data for the current year as well as the previous 3 years quarterly data in both tabular and graphical formats.

MSS Revenue history
Figure 5: EDA Industry revenue history, 1996 - present

Data is reported confidentially to an independent accounting firm, which allows both public and private companies to report revenue data by detailed category. Individual company data is not reported, and steps are taken to further protect individual data for categories with a small number of reporting companies. Contributing data is free, and contributors will receive the quarterly MSS executive summary report. The full report is available via subscription, and contains substantially more detailed information for revenues by category and region, providing the information subscribers need to analyze industry trends.

For more information on the MSS report, including information on subscribing to the report and the benefits of joining the ESD Alliance, please visit the ESD Alliance web site, or contact us.