Podcast EP340: A Review of the Q4 2025 Electronic Design Market Data Report with Wally Rhines
Daniel is joined by Dr. Wally Rhines, CEO of Silvaco, to discuss the Electronic Design Market Data report that was just released. Wally is the industry coordinator for the EDA data collection program called EDMD. SEMI and the Electronic System Design Alliance collect data from almost all electronic design automation companies globally and compile it by product category and the region where sales occurred. It’s the most reliable data for the EDA industry, providing insight into which design tools and IP are in highest demand worldwide.
Wally explains that Q4 of 2025 was another good quarter for EDA, with 10.3% growth compared to last year. Total revenue was $5.5B, placing the industry solidly over the $20B annual run rate for EDA. He also mentions that the last four-quarter moving average shows 10.1% growth, reflecting the continuing demand for EDA software. Dan then explores several details from the current report with Wally. The split between EDA tools and IP is reviewed with significant data suggesting shifts in IP acquisition strategies. The growth rates of the various segments of EDA are dicussed, along with an exception for growth in a particular region. Substantial changes in resolution enhancement orders are also discussed. Worldwide EDA employment is reviewed, which grew 13.8% compared to last year, with total employment now around 71.5K employees.
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