A good Q1 for EDA; ARM takes further steps in IoT; OTP deal; Imagination’s results.
Numbers
EDA industry revenue increased 10.5% in Q1 2017 to $2.168 billion, the highest Q1 growth level since 2011, according to EDAC. The four quarters moving average increased by 10.6%. CAE, the biggest category, grew 14%, while IP—primarily macro cells and memory—grew 15%. The Americas and Asia-Pacific both reported double digit growth. The industry is hiring, too: tracked companies increased employment 7.8% compared to Q1 2016, and 2.2% compared to last quarter.
Preliminary attendance numbers for DAC 2017 have been released. Total attendance this year was 4987, a drop from last year’s 6076. By badge type, there were 1738 conference passes, 1434 I Love DAC passes, and 1815 exhibitor passes.
Imagination released full year 2017 financial results with revenue of £145.2m ($188.3m), up 19% from £121.6m ($157.7m) in 2016. The company’s earnings per share showed improvement at 10.1p loss per share ($0.131), up 66% from a loss of 29.8p ($0.387) per share the year before. Adjusted, the loss per share for 2017 was 0.9p ($0.117), up 90% from a 9.2p ($0.119) loss in 2016.
M&A
ARM acquired IoT company Simulity Labs, a provider of embedded operating system software and related server systems for embedded SIM cards, for £11.7 million ($15.2 million). Founded in 2009, the Welsh company was acquired by investment group Foresight in October of last year in a deal worth £4m (about $5m). This is ARM’s first acquisition since its sale to SoftBank.
Deals
Cista Design licensed Kilopass’ XPM one-time programmable (OTP), anti-fuse, NVM memory IP to be used in a new CMOS Image Sensor on SMIC’s 130nm back-side illumination technology platform. The OTP IP will store trimming data for the analog and mixed signal circuits in addition to pixel mapping data.
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