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Electronic system design posts
record $3.8 billion for Q2 2022
MILPITAS, Calif. — Electronic System
Design (ESD) industry revenue in-
creased 17.5% from $3,191.4 million
in Q2 2021 to $3,748.7 million in Q2
2022, the ESD Alliance, announced its
latest Electronic Design Market Data
(EDMD) report.
Moving average increased
The four-quarter moving average, which
compares the most recent four quarters to
the prior four, rose 15.3%.
“The electronic design automation (EDA)
industry in Q2 2022 posted the highest
year-over-year (YOY) increase in over a
decade,” said Walden C. Rhines, Execu-
tive Sponsor of the SEMI Electronic Design
Market Data report.
“Quarterly revenue reached a record
$3,748.7 million. All product categories
300mm wafers (from 38)
to 7% during the same period on the
strength of European CHIPS Act invest-
ments and incentives. Southeast Asia
is expected to maintain its 5% share of
300mm front-end fab capacity during the
forecast period.
Product Type
From 2021 to 2025, the 300mm Fab Out-
look to 2025 shows power-related capacity
with the strongest growth at a 39% CAGR,
followed by Analog at 37%, Foundry at
14%, Opto at 7% and Memory at 5%.
The latest update of the SEMI 300mm Fab
Outlook to 2025 report tracks 356 current
and future fabs.
NOVEMBER 2022
and geographic regions recorded growth in
the quarter.”
Employment numbers also up
The companies tracked in the EDMD report
employed 54,408 people globally in Q2
2022, an 8.9% increase over the Q2 2021
headcount of 49,964 and up 6% compared
to Q1 2022.
The quarterly EDMD report contains de-
tailed revenue information with the follow-
ing category and geographic breakdowns.
Revenue by Product and Application
Category – Year-Over-Year Change
- Computer-Aided Engineering (CAE) rev-
enue increased 12.1% to $1,137.3 mil-
lion. The four-quarter CAE moving average
increased 12.9%.
- IC Physical Design and Verification rev-
enue increased 13% to $657 million. The
four-quarter moving average for the cat-
egory increased 0.6%.
- Printed Circuit Board and Multi-Chip
Module (PCB and MCM) revenue increased
22% to $347.1 million. The four-quarter
moving average for PCB and MCM rose
12.9%.
- Semiconductor Intellectual Property
(SIP) revenue jumped 22.6% to $1,476.7
million. The four-quarter SIP moving aver-
age grew 25.3%.
- Services revenue increased 23.2% to
$130.7 million. The four-quarter Services
moving average increased 24.8%.
The Americas posted the largest revenue
for Q2 2022 with $1.643 billion. Europe,
Middle East and Africa (EMEA) was second
with $472 million.
semi.org