The Interface IP market has grown with 21% CAGR from 2017 to 2021 and we review the part of this market restricted to the high-end of PCIe, DDR, Ethernet and D2D IP made of PHY and controller targeting the most advanced technology nodes and latest protocol release. We will show that an IP vendor focusing investment on the high-end interconnect… Read More
Author: Eric Esteve
High-End Interconnect IP Forecast 2022 to 2026
Interface IP in 2021: $1.3B, 22% growth and $3B in 2026
If you want to remember the key points for Interface IP in 2021, just consider $1.3B, 22%, $3B. Interface IP category has generated $1 billion 300 million in 2021, or 22.7% year to year growth, thanks to high runner protocols PCIe, DDR memory controller and Ethernet/SerDes. Even more impressive is the forecast, as IPnest predict… Read More
Stop-For-Top IP Model to Replace One-Stop-Shop by 2025
…and support the creation of successful Chiplet business
The One-Stop-Shop model has allowed IP vendors of the 2000’s to create a successful IP business, mostly driven by consumer application, smartphone or Set-Top-Box. The industry has dramatically changed, and in 2020 is now driven by data-centric application (datacenter,… Read More
Design IP Sales Grew 19.4% in 2021, confirm 2016-2021 CAGR of 9.8%
Design IP Sales reached $5.45B in 2021, or 19.4% YoY after 16% in 2020, on-sync with semiconductor growth of 26.2% in 2021 according to WSTS. IPnest has released the “Design IP Report” in May 2022, ranking IP vendors by category (CPU, DSP, GPU & ISP, Wired Interface, SRAM Memory Compiler, Flash Memory Compiler, Library and I/O,… Read More
Chiplet: Are You Ready For Next Semiconductor Revolution?
During the 2010-decade, the benefits of Moore’s law began to fall apart. Moore’s law stated transistor density doubled every two years, the cost of compute would shrink by a corresponding 50%. The change in Moore’s law is due to increased in design complexity the evolution of transistor structure from planar devices, to Finfets.… Read More
IPnest Forecast Interface IP Category Growth to $2.5B in 2025
Why should the interface IP category see such a high growth rate until 2025? IP vendors revenues totaled $1068 million in 2020, compared with $872 in 2019. That is 22.4% YoY growth rate and confirm that last year YoY value of 18% was the sign for a long-term growth, as IPnest shows in “Interface IP Survey 2016-2020 & Forecast 2021-2025”,… Read More
Design IP Sales Grew 16.7% in 2020, Best Growth Rate Ever!
Design IP Sales Grew 16.7% in 2020, to reach $4.6B and this is the best growth since year 2000!
The main trends shaking the Design IP in 2020 are very positive for the Top 3 IP vendors, each of them growing more than the market and confirm the importance of the wired interface IP market, aligned with the data-centric application, hyperscalar,… Read More
How SerDes Became Key IP for Semiconductor Systems
We have seen that the interface IP category is seeing incredibly high growth rate over the last two decades and we expect this category to generate an ongoing high source of IP revenues for at least another decade. But if we dig into the various successful protocols like PCI Express, Ethernet or USB, we can detect a common function … Read More
Interface IP Category to Overtake CPU IP by 2025?
The Interface Design IP market explodes, growing by 18% in 2019, with $870 million, when CPU IP category grew by 5% at $1,460 million. In fact, Interface IP market is forecasted to sustain high growth rate for the next five years, as calculated by IPnest in the “Interface IP Survey 2015-2019 & Forecast 2020-2024”, to reach $1,800… Read More
Design IP Revenue Grew 5.2% in 2019, Good News in Declining Semi Market
Good news is good to hear, particularly these days! The behavior of the Design IP market in 2019 is extremely positive, when the semiconductor market has seen a decline worst than in 2009 (economy crisis) or 2001 (internet bubble collapse). Analysis this 5.2% growth in detail will help to understand the future of the IP market, as… Read More
SALELE Double Patterning for 7nm and 5nm Nodes