MILPITAS, CA — Sales of software for printed circuit board and multichip module design rose increased 16.8% year-over-year to $284.4 million for the period ended Jun. 30, the ESD Alliance announced today.

The four-quarter moving average, which compares the most recent four quarters to the prior four, increased 9.4%.

Overall electronic system design revenue increased 14.6% year-over-year to $3.19 billion in the period. The four-quarter moving average rose 15.5%, the highest annual growth since 2011.

“The industry reported double-digit year-over-year revenue growth for the second quarter 2021,” said Walden C. Rhines, executive sponsor, SEMI Electronic Design Market Data report. “Product categories computer-aided engineering, printed circuit board and multichip module, semiconductor IP, and services all reported double-digit growth. Geographically, all regions reported growth on a rolling four-quarter basis, with the Americas; Asia Pacific (APAC); and Europe, Middle East, and Africa (EMEA) showing a substantial year-over-year increase.”

CAE revenue increased 10.1% to $1 billion, and the four-quarter moving average increased 11%. IC physical design and verification revenue fell 0.4% to $581.5 million. The four-quarter moving average for the category rose 18.6%. SIP revenue rose 27.1% to $1.2 billion. and the four-quarter moving average grew 20.5%. Services revenue increased 23.1% to $106.1 million. The four-quarter Services moving average increased 8.8%. 

"Over the past five years PCB design software has (generally) been a 10 to 15% grower (annually)," Rhines noted to PCD&F. "If this rate continues, this will be a record year."

The Americas, the largest reporting region by revenue, purchased $1.37 billion worth of electronic system design products and services, an 18.3% increase. Europe, Middle East, and Africa revenue increased 9.9% to $415 million. Japan revenue decreased 1% to $237.9 million. Asia Pacific revenue increased 15.9% to $1,171.2 million.

Still, in PCB, Japan reversed a lagging trend, outpacing the other major regions with 18% growth for the period in PCB and MCM ECAD sales.

"The Japan economy is very strong on the systems side: cars, consumer, cameras. Whereas it used to dominate memory and had a strong ASIC sector, it has lost a lot of that, which would explain why it has fallen in IC but is still strong in systems," Rhines said.

Rhines added that the current supply chain issues weren't a factor in second quarter ECAD sales. "We are talking about the second calendar quarter, where we are in the design phase, not the fulfillment phase. Nothing really causes a clog in the new design phase."

Employment among the reporting and tracked companies rose 7.3% over last year and 1.9% sequentially to 49,964 globally.

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