SAN JOSE, Calif. The latest statistics from the EDA Consortium show semiconductor and electronic design are continuing their gradual shift outside North America. The quarterly stats released Monday (Jan. 14) indicated modest single-digit growth overall for the sector that supplies chip and system design software.
The EDAC Consortium (EDAC) announced the sector grew by 7.2 percent in the third calendar quarter of 2007 to $1,412.1 million compared to $1,317.2 million in the same period a year earlier. The growth rate for the last four report quarters was 12.3 percent, up from the previous year, the group said. EDAC publishes figures three months after the close of a quarter.
"Overall revenue increased, as did employment in EDA," said Robert Gardner, executive director of EDAC, speaking in a prepared statement.
Companies tracked by EDAC employed 27,254 professionals in the third quarter of 2007, up 8.1 percent from 25,214 employed the same period in 2006.
However, most of the EDA revenue continues to come from outside North America, presumably in China and India, though EDAC did not break out figures by country.
North America, which buys the lion's share of EDA software, saw sales decrease by 1.9 percent in the quarter to $624 million, though they rose 14.2 percent for the last four quarters over the same period a year ago. But the rest-of-world category—presumably fueled by expansion in China and India--jumped 22.2 percent to $202 million for the quarter and 30.6 percent for the last four quarters—more than twice the annual rate of growth in North America.
Western Europe and Japan fell in between with quarterly sales at $284 million and $300 million respectively. Sales of EDA software in Western Europe was up 13 percent in the quarter and 8.5 percent in the last four quarters. Sales in Japan rose 14.2 percent for the quarter, but looking at the last four quarters sales were virtually flat, growing just 0.6 percent.
EDA's largest product category, Computer Aided Engineering, generated revenue of $564.6
million in the third quarter, a 13.4 percent increase over the same period in 2006. Growth was about the same—12.3 percent—for the category over the past four quarters.
The second largest product category--physical design and verification--saw sales grow just 5.4 percent in the quarter to $372 million. The category expanded 11.4 percent in the last year.
Similarly, semiconductor intellectual property sales inched up just 3.5 percent to $263 million in the quarter, though the category rose 13.2 percent over the year. Likewise sales of board-level design tools grew just 6.4 percent for the quarter to $127 million, but rose 13.3 percent over the year.
"The industry shows solid growth again this quarter, especially in Computer Aided
Engineering," said Aart de Geus, chairman EDAC and member company Synopsys, speaking in a prepared statement.