Who is Responsible for SIP Revenue Decline in Q2 2018?

According with ESDA, EDA revenues have grown YoY by 16.2% in Q2 2018, and this is the good news for our industry. The bad news is the decline of SIP (Design IP) revenues, by (3.1%) at the same time. As far as I am concerned, this figure looks weird, so I will try to understand the reason why SIP category can go wrong in a healthy EDA market, indicating a growing design starts number.

At first, ESDA split SIP revenues into “Reporting” and “Non-reporting SIP Companies”. Again, good news, and bad news: reporting companies have posted SIP revenues of $350.7 million in Q2’18 (+21.5%) when non-reporting has been credited of revenues of $417.9 million (-17.2%). Reporting companies certainly includes the top 3 EDA vendors and other IP vendors...

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