Q1 EDA revenue up 3.5% y-o-y

Author: EIS Release Date: Jul 23, 2020


EDA industry revenue increased 3.5%  in Q1 2020 to $2,698 million, compared to $2,606.4 million in Q1 2019, according to the Electronic System Design (ESD) Alliance Market Statistics Service (MSS).

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“The EDA industry reported increased revenue in Q1 compared to Q1 2019, in part due to strong growth in the largest product category, Semiconductor Intellectual Property (SIP),” says Wally  Rhines, CEO Emeritus of Mentor,  “the Printed Circuit Board and Multi-Chip Module (PCB and MCM) category also reported double-digit gains in Q1. The four-quarter moving average continued to increase for the PCB and MCM, Computer Aided Engineering (CAE), IC Physical Design and Verification, and SIP categories, and in the Americas, EMEA, and Asia Pacific (APAC).”

The companies tracked in the MSS report employed 45,938 people in Q1, a 5.6% increase over the Q1 2019 headcount of 43,500 and up 1.1% compared to Q4 2019.

  • CAE generated revenue of $854.9 million in Q1 2020, a 1.7% increase compared to Q1 2019. The four-quarter CAE moving average increased 2.4%.
  • IC Physical Design and Verification revenue reached $507.9 million in Q1 2020, an 8.9% decrease compared to Q1 2019. The four-quarter moving average for the category increased 2.4 percent.
  • PCB and MCM revenue of $250.9 million for Q1 2020 represents an increase of 12% compared to Q1 2019. The four-quarter moving average for PCB and MCM increased 14.1%.
  • SIP revenue totaled $985.6 million in Q1 2020, a 12.5% increase compared to Q1 2019. The four-quarter SIP moving average increased 9.6%.
  • Services revenue totaled $98.7 million in Q1 2020, an 8.6% decrease compared to Q1 2019. The four-quarter Services moving average decreased 12.1%.The Americas, the largest reporting region by revenue, purchased $1,118.1 million of EDA products and services in Q1 2020, a 0.5% increase compared to Q1 2019. The four-quarter moving average for the Americas increased 0.5.

Revenue in Europe, the Middle East, and Africa (EMEA) increased 13.4 percent, to $392.3 million, in Q1 2020 compared to Q1 2019. The EMEA four-quarter moving average increased 11.1 percent

Japan’s EDA revenues increased 9.8% to $268.6 million compared to Q1 2019. The four-quarter moving average for Japan decreased 3.9%.

APAC revenue increased to $918.9 million in Q1 2020, an increase of 1.8% compared to the first quarter of 2019. The four-quarter moving average increased 6.9%.