Podcast EP355: An Overview of the Q126 Electronic Design Market Data Report with Wally Rhines
Daniel is joined by 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 of the electronic design automation companies in the world and compile it by product category and region of the world where the sales occurred. It’s the most reliable data for the EDA industry and provides insight into which design tools and IP are in highest demand around the world.
Wally explains that Q1 2026 was another very good quarter for EDA at 12.7% growth compared to last year. Total revenue was $5.7B. That equates to an annual run rate for the industry of $22.8B. The last four-quarter moving average is 10.3% growth, reflecting the continuing demand for EDA software and IP to fuel the large number of chip and system designs in progress. In this in-depth and informative discussion, Dan explores more details of the report with Wally.
Growth rates across IP and segments of the design flow are discussed, along with details across the regions of the world. Some observations reveal potential industry shifts worth considering. If you want a comprehensive overview of the direction the industry is taking, this discussion will help. Dan and Wally also touch on the upcoming DAC Chips to Systems Conference with discussions about various must-see events.
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