AI explosion is clearly driving semi-industry since 2020. AI processing, based on GPU, need to be as powerful as possible, but a system will reach optimum only if it can rely on top interconnects. The various sub-system parts (memory, processor, co-processor, network) need to be connected with interface links with ever more bandwidth… Read More
Semi Market Decreased by 8% in 2023… When Design IP Sales Grew by 6%!
Design IP revenues had achieved $7.04B in 2023, with disparity between license, growing by 14% and royalty decreasing by 6%, and main categories. Processor (CPU, DSP, GPU & ISP) slightly growing by 3.4% when Physical (SRAM Memory Compiler, Flash Memory Compiler, Library and I/O, AMS, Wireless Interface) slightly decreasing… Read More
Interface IP in 2022: 22% YoY growth still data-centric driven
We have shown in the “Design IP Report” 2022 that the market share of the wired Interface IP category is a growing part of the total IP, and that this trend is confirmed year after year. The interface IP category has moved from 18% share in 2017 to 25% in 2022.
During the 2010-decade, smartphone was the strong driver for the IP industry,… Read More
Design IP Sales Grew 20.2% in 2022 after 19.4% in 2021 and 16.7% in 2020!
Design IP revenues had achieved $6.67B in 2022, after $5.56B in 2021, or 20.2% growth after 19.4% in 2021 and 16.7% in 2020. IPnest has released the “Design IP Report” in April 2023, ranking IP vendors by category (CPU, DSP, GPU & ISP, Wired Interface, SRAM Memory Compiler, Flash Memory Compiler, Library and I/O, AMS, Wireless… Read More
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
AI Semiconductor Market