October 5, 2012 / 8:20 AM / by Paul McLellan
Last week EDAC announced the Q2 results for the EDA industry (from their market statistics service). Revenue increased 10.8% to $1.593B compared to Q2 2011. Sequentially, revenue increased 3.2% compared to Q1. The four month rolling average (that compares the last four quarters to the four quarters before that) increased by 12%. EDA is growing healthily with double digit growth.
All regions were positive but North America and Asia (excluding Japan which is tracked separately) drove the growth.
The Americas remains EDA’s largest region, purchasing $707.2 million of EDA products and services in Q2 2012, an increase of 13.0 percent compared to Q2 2011. The four-quarters moving average for the Americas increased 14.7 percent.
Revenue in Europe, the Middle East, and Africa (EMEA) was up 6.0 percent in Q2 2012 compared to Q2 2011 on revenues of $261.2 million. The EMEA four-quarters moving average increased 10.4 percent.
Second quarter 2012 revenue from Japan increased 1.8 percent to $258.6 million compared to Q2 2011. The four-quarters moving average for Japan deceased 3.1 percent.
The Asia/Pacific (APAC) region revenue increased to $366.0 million in Q2 2012, an increase of 17.5 percent compared to the second quarter in 2011. The four-quarters moving average increased 20.9 percent.
All product categories except PCB grew, most notably IC physical design and verification which increased 17.6%:
- The largest category, Computer Aided Engineering (CAE), generated revenue of $618.4 million in Q2 2012, which represents a 12.5 percent increase over Q2 2011. The four-quarters moving average for CAE increased 10.7 percent.
- IC Physical Design & Verification revenue increased to $327.9 million in Q2 2012, a 14.3 percent increase compared to Q2 2011. The four-quarters moving average increased 17.6 percent.
- Printed Circuit Board and Multi-Chip Module (PCB & MCM) revenue of $141.0 million represents a decrease of 2.7 percent compared to Q2 2011. The four-quarters moving average for PCB & MCM decreased 1.4 percent.
- Semiconductor Intellectual Property (SIP) revenue totaled $420.5 million in Q2 2012, a 14.4 percent increase compared to Q2 2011. The four-quarters moving average increased 16.6 percent.
- Services revenue was $85.1 million in Q2 2012, a decrease of 4.1 percent compared to Q2 2011. The four-quarters moving average increased 3.4 percent.