So what is going on?
- Does this foretell a slowing in the market growth so the smart people are getting out now?
- Is this the start of the long prophesied market maturation?
- Are we finally seeing the so-called market consolidation down to 4 IP vendors?
I can’t tell you how many times I have heard these questions over the last 10 years. It seems like anyone with an opinion on these issues usually speaks up when certain activities occur – like one IP vendor being acquired by another IP vendor. Or people see the acquisitions as a sign that the IP market can’t keep growing at the same rate as the last 3-4 years, which by the way was really quite good. In fact much better than the overall semiconductor market.
Let’s start by looking at the 3rd Party IP market growth over the last several years.