EDA Grows by Solving New Problems Walden C. Rhines CEO and Chairman of the Board Mentor Graphics June 2014 Total EDA Revenue as a Percent of Semiconductor Revenue Is Nearly Constant 4% Total EDA/Semiconductor Revenue (%) 3% 2% 1% 0% 1996 1998 2000 2002 Source: IC Insights, EDA Consortium Market Statistics Service, Mentor Graphics Analysis 2 WCR, DAC June 2014 2004 2006 2008 2010 2012 Emergence of Semiconductor IP 2,500 2,000 Total Revenue ($ Millions) CAGR 2001 – 2013 … 13.0% Reporting Companies 1,500 1,000 NonReporting 500 0 2001 2003 2005 Source: EDA Consortium Market Statistics Service & Mentor Graphics Analysis 3 WCR, DAC June 2014 2007 2009 2011 2013 Semiconductor Industry Market Size & Growth 400 Total Revenue ($ Millions) 300 200 100 0 1996 1998 2000 Source: EDA Consortium Market Statistics Service & Mentor Graphics Analysis 4 WCR, DAC June 2014 2002 2004 2006 2008 2010 2012 EDA Industry Market Size & Growth 8,000 Total Revenue ($ Millions) 6,000 4,000 2,000 0 1996 1998 2000 Source: EDA Consortium Market Statistics Service & Mentor Graphics Analysis 5 WCR, DAC June 2014 2002 2004 2006 2008 2010 2012 DAC 2004 Keynote Major Generations of Design Methodology that Come from Automating Something New 6 WCR, DAC June 2014 DAC 2004 Keynote 7 WCR, DAC June 2014 Traditional EDA Revenue Is Stagnant 5,000 CAGR 2001 - 2013 Total Revenue ($ Millions) 4,000 3,000 2,000 Traditional EDA 1,000 0 2001 2003 2005 2007 Source: EDAC Market Statistics Services and Mentor Graphics Analysis & Estimate (2013) 8 WCR, DAC June 2014 2009 2011 2013 -0.4% New Methodologies Drive EDA Revenue Growth 5,000 CAGR 2001 - 2013 Total Revenue ($ Millions) DFM* 27% ESL 11% Formal Verification 10% IC Power, SI, Timing 7% 4,000 Emulation** PCB Analysis Cable/Harness*** 3,000 6% 2,000 Traditional EDA -0.4% 1,000 Notes: *DFM = DFY, RET, MDP & TCAD **Emulation = Rapid Prototyping *** Cable Harness = Library Mgmt Tools 0 2001 2003 2005 2007 Source: EDAC Market Statistics Services and Mentor Graphics Analysis & Estimate (2013) 9 WCR, DAC June 2014 2009 2011 2013 PCB Design: Trend Continues — Flat (Includes License & Maintenance) 700 600 Total Revenue ($ Millions) CAGR 2001 – 2013 … -0.9% 500 400 300 200 Traditional PCB* 100 0 2001 2003 2005 2007 2009 2011 *Includes schematic capture, PCB layout, package design and other Source: EDA Consortium Market Statistics Service & Mentor Graphics Analysis 10 WCR, DAC June 2014 2013 PCB Design: Notable Improvement (Includes License & Maintenance) 700 600 Total Revenue ($ Millions) Cable Harness CAGR 2001 – 2013 … 2.8% PCB Analysis Tools 500 400 300 200 Traditional PCB* 100 0 2001 2003 2005 2007 2009 2011 *Includes schematic capture, PCB layout, package design and other Source: EDA Consortium Market Statistics Service & Mentor Graphics Analysis 11 WCR, DAC June 2014 2013 Traditional Front-End IC Design (Includes License & Maintenance) 3000 2500 Total Revenue ($ Millions) CAGR 2001 – 2013 … 0.5% 2000 1500 1000 Traditional IC Front-End* 500 0 2001 2003 2005 2007 2009 2011 2013 *Includes IC design entry, synthesis, RTL simulation, DFT, analog/mixed signal Source: EDAC Market Statistics Services and Mentor Graphics Analysis & Estimate (2013) 12 WCR, DAC June 2014 Traditional Front-End IC Design — Even Better (Includes License & Maintenance) 3000 2500 Total Revenue ($ Millions) CAGR 2001 – 2013 … 3.1% 2000 ESL Formal Verification Power, SI & Timing Emulation 1500 1000 Traditional IC Front-End* 500 0 2001 2003 2005 2007 2009 2011 2013 *Includes IC design entry, synthesis, RTL simulation, DFT, analog/mixed signal Source: EDAC Market Statistics Services and Mentor Graphics Analysis & Estimate (2013) 13 WCR, DAC June 2014 Customer Owned Tooling Place & Route, Physical Verification & Extraction 2,000 1,600 Total Revenue ($ Millions) CAGR 2001 – 2013 … 0.5% 1,200 800 Traditional COT* 400 0 2000 2002 2004 2006 2008 2010 2012 *Includes parasitic extraction, physical verification and ASIC layout Source: EDA Consortium Market Statistics Service & Mentor Graphics Analysis 14 WCR, DAC June 2014 Customer Owned Tooling Accelerates Place & Route, Physical Verification & Extraction + DFM/RET 2,000 1,600 Total Revenue ($ Millions) CAGR 2001 – 2013 … 3.3% 1,200 DFM*/RET 800 Traditional COT 400 0 2000 2002 2004 2006 2008 2010 *Includes DFY, RET, MDP & TCAD Source: EDA Consortium Market Statistics Service & Mentor Graphics Analysis 15 WCR, DAC June 2014 2012 10nm/7nm/5nm Challenges FinFet Process Lithography Challenges complexity parasitic extraction EUV Accurate Directed Thermal Double Stress self alignment & triple patterning Density balancing 16 WCR, DAC June 2014 Additional Semiconductor Challenges Electromigration Self Testing & Repair Semiconductor IP & IP Platforms 3D-IC Restricted Design Rules Analog Verification & Test 17 WCR, DAC June 2014 Enterprise-level Verification EDA Cost per Transistor and Total IC Revenue per Transistor Both Decrease ~30% per Year 1.E-04 Revenue (U.S. $) 1.E-05 1.E-06 IC Revenue per Transistor 1.E-07 1.E-08 EDA Revenue per Transistor 1.E-09 1.E-10 1.E-11 1E+16 1E+17 Source: VLSI Research, EDAC Market Statistics Service, Federal Reserve Note: Revenue adjusted for Inflation… 1991-2012 18 WCR, DAC June 2014 1E+18 1E+19 Cumulative Transistors 1E+20 1E+21 EDA Growth from Existing EDA Budgets 19 NEW METHODOLOGIES BUDGETS IP IC/ASIC/COT Formal ASIC/COT ESL ASIC/COT WCR, DAC June 2014 Existing Additional Growth from New Sources 20 BUDGETS NEW METHODOLOGIES Existing IP IC/ASIC/COT Formal ASIC/COT ESL ASIC/COT RET/DFM COT Foundries Emulation ASIC/COT Software WCR, DAC June 2014 Mixed Old/New RET & DFM Accounts for ~ 29% of License & Maintenance Growth 500 400 Total Revenue ($ Millions) CAGR 2001 – 2013 … 27% 300 200 100 0 2001 2003 2005 2007 2009 Includes DFY, RET, MDP & TCAD Source: EDAC Market Statistics Service and Mentor Graphics Analysis 21 WCR, DAC June 2014 2011 2013 Hardware Assisted Verification Market Trends 400 350 Total Revenue ($ Millions) Average $335M 3-YR: CAGR (10-13) … 23% 300 250 200 Average $152M 150 100 50 0 $173 2001 $130 $128 2003 $130 $121 $156 2005 Source: EDAC Market Statistics Services and Mentor Graphics Analysis & Estimate (2013) 22 WCR, DAC June 2014 $178 2007 $154 $163 2009 $188 $293 2011 $363 $350 2013 Additional Growth from New Sources 23 BUDGETS NEW METHODOLOGIES Existing IP IC/ASIC/COT Formal ASIC/COT ESL ASIC/COT RET/DFM COT Foundries Emulation ASIC/COT Software WCR, DAC June 2014 Mixed Old/New Growth from Entirely New Market Budgets 24 BUDGETS NEW METHODOLOGIES Existing IP IC/ASIC/COT Formal ASIC/COT ESL ASIC/COT RET/DFM COT Foundries Emulation ASIC/COT Software Embedded Software ASIC WCR, DAC June 2014 Mixed Old/New New New Growth from Entirely New Market Budgets Existing IP IC/ASIC/COT Formal ASIC/COT ESL ASIC/COT RET/DFM COT Foundries Emulation ASIC/COT Software Embedded Software ASIC Systems 25 BUDGETS NEW METHODOLOGIES WCR, DAC June 2014 Mixed Old/New New New Auto/Aero Growth from Entirely New Market Budgets 26 BUDGETS NEW METHODOLOGIES Existing IP IC/ASIC/COT Formal ASIC/COT ESL ASIC/COT RET/DFM COT Foundries Emulation ASIC/COT Software Embedded Software ASIC Mixed Old/New New New Systems Auto/Aero Hardware Cyber Security New WCR, DAC June 2014 Growth from Entirely New Market Budgets Hardware Cyber Security Embedded Software Development and Verification INTERNET OF THINGS Automotive and Aerospace Systems 27 WCR, DAC June 2014 28 WCR, DAC June 2014
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