Semiconductor IP Forecast 2014 - 2020

Given that the majority of my 30+ years in Silicon Valley has revolved around semiconductor IP it should be of no surprise that IP is a big part of SemiWiki and our first book “Fabless: The Transformation of the Semiconductor Industry”. That is also why one of my first round blogger draft choices was IP expert Dr. Eric Esteve. Eric has written 211 IP blogs on SemiWiki thus far garnering close to one million views. Eric had not blogged before SemiWiki but he is the author of the industry standard Interface IP Market Survey which was just updated last month.

According to Eric, Design IP is a niche market worth less than 1% of the semiconductor market but its significance in regards to design enablement is unprecedented. Eric started working in the Interface IP segment in 2005 as marketing director for PLDA. At the same time PLDA was launching the PCI Express gen-1 controller IP and within three years the company revenue multiplied by 3 (PLDA was already 10 years old). Next he worked for Snowbush, the IP division of Gennum, building a five year business plan which required deep knowledge of all protocols (PCI Express, SATA, SuperSpeed USB, HDMI and DDRn). In 2009 Eric started IPnest to better use his IP expertise which was pretty unique at that time. Eric released the first annual “Interface IP Survey and Forecast” in Q2 2009.

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