Yes but I do not think it is wise for EDA companies to move aggressively to the IP segment. There will be a back clash. Cadence have not been as aggressive as Synopsis so far (Mentor even less). They should not go any further IMO. It will pay off for them with a larger EDA market share.
Well, the recent acquistions of cosmic circuits and tensillica are the testimony that EDA companies are going high on increasing IP portfolio. With the EDA market getting saturated, IP market provides one way to increase their revenue options....
Nevertheless, in the coming time, it would be interesting to see how the dynamics of IP market and EDA companies (especially CDNS and SNPS) would shape up!!!
As we unveil EE Times’ 2015 Silicon 60 list, journalist & Silicon 60 researcher Peter Clarke hosts a conversation on startups in the electronics industry. Panelists Dan Armbrust (investment firm Silicon Catalyst), Andrew Kau (venture capital firm Walden International), and Stan Boland (successful serial entrepreneur, former CEO of Neul, Icera) join in the live debate.