公众号记得加星标⭐️，第一时间看推送不会错过。 电子系统设计（ESD）行业在2025年第三季度保持了增长势头，尽管区域市场表现不一，但仍实现了 稳健的同比增长。ESD联盟的最新数据显示，各产品类别和大多数地区均呈现全面强劲的增长势头。 这些数据清晰地展现了全球 EDA 及相关设计支出的发展趋势，以及哪些细分市场正在推动增长。此 外，这些数据还突显了对欧洲供应商、工具用户和生态系统合作伙伴至关重要的区域趋势，这些合作 伙伴正在规划 2026 年及以后的投资。 https://www.eenewseurope.com/en/esd-alliance-reports-eda-market-reaches-5-6bn-in-q3-2025/ （来源 ： 编译自 eenews ） 并非所有类别都以相同的速度增长。集成电路物理设计和验证的销售额仅增长了1.3%，达到8.654亿 美元，而印刷电路板和多芯片模块工具的销售额增长了3.4%，达到4.662亿美元。 从区域角度来看，亚太地区无疑是增长引擎。亚太地区营收同比增长20.5%至22.2亿美元，过去四个 季度的移动平均增长率为12.8%。这一业绩反映了中国、韩国、台湾和 ...

Core Insights - The semiconductor industry is experiencing growth in EDA and silicon IP revenues, with a projected increase of 8.6% in Q2 2025, reaching $5.089 billion, compared to $4.685 billion in Q2 2024 [2] - The growth in EDA revenue is primarily driven by the CAE category, which saw a significant increase of 17.2% [2][4] - Despite a recovery in the Chinese market after five quarters of decline, growth remains modest, while India and Taiwan show strong performance in the IP sector [2][3] EDA Revenue Breakdown - Total EDA revenue for Q2 2025 reached $3.0614 billion, up 8.4% from $2.825 billion in Q2 2024 [3] - CAE revenue increased to $1.929 billion, reflecting a 17.2% growth [4] - PCB & MCM revenue grew by 7.8% to $430.5 million, while IC Physical Design & Verification revenue decreased by 9.9% to $701.9 million [4] Regional Performance - The Americas experienced a growth rate of 14.1%, while EMEA and Japan saw increases of 10.7% and 11.8%, respectively [3][5] - The Asia-Pacific region, primarily driven by China, had a lower growth rate of 7.2% [5] Employment Trends - The total number of employees in the tracked companies rose to 72,529 in Q2 2025, marking a 14.8% increase from 63,188 in Q2 2024 [5] Challenges in Semiconductor IP Sales - The semiconductor IP market faces challenges, particularly in the analog IP sector, which lacks standardization and requires custom design and verification [6][8] - Documentation and support for semiconductor IP are often inadequate, leading to integration difficulties for customers [7][8] - Successful semiconductor IP sales require a collaborative approach, focusing on high-quality, well-documented solutions rather than merely increasing the quantity of offerings [9]