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EDA revenue hits $5.71B in Q2 2026 with double-digit SIP, APAC growth: design-tool sourcing implications

ESD Alliance Q2 2026 EDMD shows EDA revenue up 12.2% YoY to $5.71B, with Semiconductor IP and APAC leading, and PCB/MCM still contracting.

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TL;DR — 세 문장

  • ESD industry revenue reached $5,710.8 million in Q2 2026, up 12.2% YoY from $5,089.4 million in Q2 2025, with a four-quarter moving average up 11.2%. (S1)
  • Semiconductor IP revenue grew 20.4% to $2,199.0 million and IC Physical Design and Verification grew 16.6% to $818.3 million, leading all categories except PCB/MCM. (S1)
  • APAC procurement jumped 22.4% to $2,298.7 million while Americas grew 7.1% to $2,443.5 million, signaling regional demand tilt toward Asia. (S1)

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EDA revenue hits $5.71B in Q2 2026 with double-digit SIP, APAC growth: design-tool sourcing implications — Semiconductor News news briefEditorial cover for a Semiconductor News brief. Chip motif; headline "EDA revenue hits $5.71B in Q2 2026 with double-digit SIP, APAC growth: design-tool sourcing implications". No reported key numbers on this brief, so no number strip is drawn. 1 cited source. Static cover (no animation).SEMICONDUCTOR NEWS · NEWS BRIEFEDA revenue hits $5.71B in Q2 2026 withdouble-digit SIP, APAC growth:design-tool sourcing implicationsXAIPART
Cover image generated from data already shown on this page: the category motif, the headline, and reported key numbers. No decorative illustration; no third-party image.

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Reported by Semiconductor Digest on 2026-10-20. Summarized and analyzed by XAIPART Editorial.

What happened

Electronic System Design (ESD) industry revenue rose 12.2% year-over-year to $5,710.8 million in Q2 2026, up from $5,089.4 million in Q2 2025, according to the ESD Alliance's Electronic Design Market Data (EDMD) report.S1 The four-quarter moving average climbed 11.2% on a rolling four-quarter comparison.S1

Walden C. Rhines, Executive Sponsor of the SEMI EDMD report and CEO of Silvaco Group, said the EDA industry "once again reported strong year-over-year revenue growth in Q2 2026," noting gains across every category except PCB and Multi-Chip Module, with IC Physical Design and Verification, Semiconductor IP, and Services all posting double-digit growth.S1 Companies tracked in the EDMD report employed 71,396 people globally in Q2 2026, a 1.6% decline from 72,529 in Q2 2025.S1

By product category, Computer-Aided Engineering (CAE) revenue increased 7.7% to $2,077.6 million; IC Physical Design and Verification revenue increased 16.6% to $818.3 million; PCB and Multi-Chip Module revenue dropped 15.4% to $364.2 million; Semiconductor Intellectual Property (SIP) revenue increased 20.4% to $2,199.0 million; and Services revenue increased 25.1% to $251.7 million.S1 By region, the Americas procured $2,443.5 million (up 7.1%), EMEA procured $665.6 million (up 2.3%), Japan procured $303.1 million (up 9.3%), and Asia Pacific procured $2,298.7 million (up 22.4%).S1

Key numbers from ESD Alliance Q2 2026 EDMD
MetricReported valueSource
Total Q2 2026 ESD revenue$5,710.8 million[S1]
YoY revenue change+12.2%[S1]
Four-quarter moving average change+11.2%[S1]
CAE revenue$2,077.6 million (+7.7%)[S1]
IC Physical Design and Verification revenue$818.3 million (+16.6%)[S1]
PCB and MCM revenue$364.2 million (-15.4%)[S1]
Semiconductor IP revenue$2,199.0 million (+20.4%)[S1]
Services revenue$251.7 million (+25.1%)[S1]
Americas procurement$2,443.5 million (+7.1%)[S1]
EMEA procurement$665.6 million (+2.3%)[S1]
Japan procurement$303.1 million (+9.3%)[S1]
APAC procurement$2,298.7 million (+22.4%)[S1]
Global headcount tracked71,396 (-1.6% YoY)[S1]

Background timeline

  1. - ESD industry revenue registered $5,089.4 million; tracked companies employed 72,529 people. [S1]
  2. - Prior quarter to the reported Q2 2026 figures; specific Q1 2026 totals not disclosed. [S1]
  3. - ESD industry revenue rises to $5,710.8 million, up 12.2% YoY; SIP, IC Physical Design and Verification, and Services each post double-digit growth; PCB and MCM decline 15.4%; APAC grows 22.4%. [S1]

XAIPART take

Technical impact

Semiconductor IP, the largest single line at $2,199.0 million and up 20.4% year-over-year, signals continued heavy design spend on pre-verified blocks rather than full RTL authorship, which tilts procurement toward licensed cores over tool-seat expansion.XAIPART analysis

The 16.6% jump in IC Physical Design and Verification against a 7.7% CAE rise suggests verification and place-and-route workloads are scaling faster than front-end simulation, a pattern consistent with advanced-node designs that carry more checks per gate.XAIPART analysis

Market impact

APAC procurement growing 22.4% to $2,298.7 million while the Americas grew only 7.1% indicates regional demand is shifting toward Asia-based design teams; EDA license negotiations and support renewals for APAC-domiciled programs should expect faster vendor expansion pressure and tighter seat-allocation reviews.XAIPART analysis

The 15.4% drop in PCB and MCM revenue, against gains everywhere else, is a single-source data point worth flagging rather than treating as a trend, since PCB tool spend is lumpy and tied to specific system-design program cycles.XAIPART analysis

Action

For new BOM lines, prioritize Semiconductor IP and IC Physical Design and Verification licenses during tool-selection reviews, since these segments are expanding fastest and vendors are likelier to invest in capacity and roadmap.XAIPART analysis

For PCB-heavy programs, lock in multi-year terms now while PCB/MCM vendor revenue is contracting, as weaker top-line often precedes pricing or maintenance concessions during renewals.XAIPART analysis

XAIPART Forecast

XAIPART expects that if the four-quarter moving average for Semiconductor IP stays above +15% through the Q1 2027 EDMD report, with the next published SIP revenue figure above $2,150 million, then SIP will remain the single largest EDA category by spend; if the moving average slips below +10% in the same window, growth is normalizing toward the broader ESD rate near +11%. XAIPART analysis

Facts are as reported by the cited source. The design-in, sourcing and forward-looking statements above are XAIPART's analysis, not the source's claims. Headcount data covers only companies tracked in the EDMD report; company-level figures and individual vendor license terms were not disclosed.

Corrections: none at publication. This brief will be updated with a timestamp if the source corrects its report.

Dated developments, extracted from this page's timeline (curated milestones = hollow markers).
Timeline of dated developmentsDated entries: 2025-07-01 2025 - ESD industry revenue regist…; 2026-04-01 2026 - Prior quarter to the report…; 2026-07-01 2026 - ESD industry revenue rises ….2025-07-012025 - ESD industry revenue regist…2026-04-012026 - Prior quarter to the report…2026-07-012026 - ESD industry revenue rises …

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Cost pressure by dimension — composite stateDiverging bars for three dimensions around a zero midpoint. Input Cost has no reading; Supply Demand z -1.4711, notable; Fx Energy z 0.4541, neutral. Composite index -7.6, band neutral.0Input costno readingSupply/demandz −1.4711 · notable46 dFX & energyz +0.4541 · neutral6 dcomposite −7.6 · neutral−100 · −40 · −15 · 0 · +15 · +40 · +100
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출처

  1. Electronic System Design Industry Posts $5.7 Billion in Revenue in Q2 2026, ESD Alliance Reports — https://www.semiconductor-digest.com/electronic-system-design-industry-posts-5-7-billion-in-revenue-in-q2-2026-esd-alliance-reports/ · rss · 조회일

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