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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
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
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
The good news is that the next five DAC events will take place in Moscone Center in San Francisco! If going to Las Vegas from the Bay area is an easy trip, coming from Europe to Las Vegas makes it a 24+hours journey… One obvious consequence was the poor attendance to the exhibition floor. But let’s be positive and notice that the number… Read More
This session will open the DAC IP Track at 10:30 on Monday “How PAM4 and DSP Enable 112G SerDes Design” in Room N264. I am very proud to chair this invited paper session, as it addresses one of the key pieces of design, enabling to exchange data flow at the highest possible data rate. It can be between two chips on the same board, we talk … Read More
…but ARM, Imagination, MIPS or Ceva have declined and lose market share. Semiconductor design IP market is still doing good in 2018, with 6% growth year over year. It’s half the growth rate seen in 2017, 2016 and 2015 and the growth decline is imputable to bad results from ARM, the market leader, but also from Imagination (#4), MIPS… Read More
I plan to attend to the GSA European Forum in Munich (April 15-16), so I first looked at the event description and at the impressive speakers list. In such event, the goal is at 50% to listen, and 50% to network with the speakers and the other attendant. The center of gravity is clearly semiconductor, but the event involved speakers … Read More
The Design IP market is doing well, growing at higher CAGR that the semiconductor market it is serving, in fact 10% higher for 2007-2017! You may wonder why this IP market is so business friendly? I will try to answer and propose the top 3 reasons explaining this behavior. To name it: IP business is recurrent, external IP sourcing is… Read More
The 21[SUP]st[/SUP] IP-SoC Days conference will be held in Grenoble, France, on December 5-6, 2018. IP-SoC is now the unique IP centric conference, with presentations reflecting the complete IP ecosystem: IP suppliers and foundries, external IP or internal reuse managers. Look at the program, you will see the hot topics covered… Read More
Despite the strong consolidation in the semiconductor industry, the Design IP market is going well, very well with YoY growth of 12%+ in 2017, according with the “Design IP Report” from IPnest. If we look at the Interface IP category (20% growth in 2017) and analyze the IP revenues by protocols, we can see that USB IP is amazingly healthy,… Read More
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