Will Chiplet Adoption Mimic IP Adoption?

Will Chiplet Adoption Mimic IP Adoption?
by Eric Esteve on 12-28-2023 at 6:00 am

Adoption theory

If we look at the semiconductor industry expansion during the last 25 years, adoption of design IP in every application appears to be one of the major factors of success, with silicon technology incredible development by a x100 factor, from 250nm in 2018 to 3nm (if not 2nm) in 2023. We foresee the move to chiplet-based architecture… Read More


Interface IP in 2022: 22% YoY growth still data-centric driven

Interface IP in 2022: 22% YoY growth still data-centric driven
by Eric Esteve on 09-04-2023 at 10:00 am

IF 2018 2027no$

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


High-End Interconnect IP Forecast 2022 to 2026

High-End Interconnect IP Forecast 2022 to 2026
by Eric Esteve on 12-04-2022 at 10:00 am

TSMC Revenue by Platform 1Q22 1

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


Stop-For-Top IP Model to Replace One-Stop-Shop by 2025

Stop-For-Top IP Model to Replace One-Stop-Shop by 2025
by Eric Esteve on 06-17-2022 at 6:00 am

ALL Interface 2021 2026

…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


How SerDes Became Key IP for Semiconductor Systems

How SerDes Became Key IP for Semiconductor Systems
by Eric Esteve on 02-14-2021 at 10:00 am

Ethernet bandwidth

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


EDA Appears to Have COVID Immunity – ESD Alliance Reports Strong Q2 2020

EDA Appears to Have COVID Immunity – ESD Alliance Reports Strong Q2 2020
by Daniel Nenni on 10-05-2020 at 10:00 am

EDA Appears to Have COVID Immunity – ESD Alliance Reports Strong Q2 2020

The ESD Alliance tracks revenue growth for a large number of EDA companies. Their recent report paints a positive picture in a landscape dotted with challenges and not-so-good news. The report cites 12.6% overall revenue growth for Q2 2020 vs. Q2 2019. Furthermore, the overall most recent four quarter revenue average has increased… Read More


Interface IP Category to Overtake CPU IP by 2025?

Interface IP Category to Overtake CPU IP by 2025?
by Eric Esteve on 07-09-2020 at 6:00 am

Top 5 Forecast 2020 2024

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

Design IP Revenue Grew 5.2% in 2019, Good News in Declining Semi Market
by Eric Esteve on 04-20-2020 at 6:00 am

IP Category 2018 2019

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


#56thDAC SerDes, Analog and RISC-V sessions

#56thDAC SerDes, Analog and RISC-V sessions
by Eric Esteve on 06-14-2019 at 5:00 am

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


Monday DAC IP Session “PAM 4 Enable 112G SerDes”

Monday DAC IP Session “PAM 4 Enable 112G SerDes”
by Eric Esteve on 05-24-2019 at 1:00 pm

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