EDA增长势头持续

Core Insights - The Electronic System Design (ESD) industry maintained growth momentum in Q3 2025, achieving a year-on-year revenue increase of 8.8% to $5.6 billion, up from $5.1 billion in the same period of 2024 [1] - The EDA (Electronic Design Automation) sector showed strong growth across all product categories, with notable double-digit increases in semiconductor IP (SIP) and services [2] - The Asia-Pacific region emerged as a significant growth driver, with revenues increasing by 20.5% to $2.22 billion, reflecting robust semiconductor and system design activities in China, South Korea, Taiwan, and Southeast Asia [3] Revenue Growth - The EDA industry reported a revenue increase of 8.8% in Q3 2025, reaching $5.6 billion compared to $5.1 billion in Q3 2024 [1] - The moving average growth rate over the past four quarters was even higher at 10.4%, indicating sustained growth rather than a one-time spike [1] - The semiconductor IP business saw a revenue increase of 13.6% to $1.92 billion, with a four-quarter moving average growth rate of 14.8% [2] Regional Performance - The Americas remained the largest market with Q3 revenues of $2.4 billion, growing by 3.4% [3] - EMEA (Europe, Middle East, and Africa) revenues grew by 4.6% to $675.1 million, with a four-quarter moving average growth of 7.6% [3] - Japan was the only region to experience a decline, with revenues falling by 11.5% to $264 million, although the moving average still showed mild growth [3] Employment Trends - The total global workforce tracked by the EDMD report exceeded 73,000 employees in Q3 2025, marking a 17.3% increase year-on-year [3] - This growth in employment reflects the industry's confidence and the ongoing demand for EDA services despite some regional market weaknesses [3]