Report: PCB, EDA rose during Q1.

SAN JOSE -- The EDA Consortium's Market Statistics Service (MSS) reported EDA industry revenue for the first quarter of 2004 was $995 million, a 6% increase over Q1 2003. Revenue from PCB and MCM Layout totaled $85 million in Q1 2004, 5% more than in the year-ago quarter.

Revenue from EDA services hit $76 million, a 31% increase over first quarter of last year. And semiconductor intellectual property (SIP) showed a 15% increase over the same quarter last year, reaching $78 million.

"The growth in services and SIP revenue is a good indicator of renewed design activity," said Walden C. Rhines, chairman of the EDA Consortium and chairman and CEO of Mentor Graphics Corp. "This should point to further tools revenue down the road."

EDA License and Maintenance revenue was $840 million in Q1 2004, a 3% increase over Q1 2003, and 84% of the total reported revenue. CAE, EDNs largest tool category, generated revenue of $470 million in the first quarter of 2004, 6% more than the same period last year. IC Physical Design and Verification revenue at $285 million was down slightly from $288 million in the same period last year.

North America revenues increased by 5% to $461 million, while Europe revenues of $181 million showed a 4% rise. But Japan dropped 2% to $236 million. Major growth occurred in the rest of the world, which showed total revenues of $116 million, up 36% from Q1 2003.

Reporting EDA companies showed 19,700 employees in Q1 2004, 3% more than Q1 2003. This marks the highest employment figure ever recorded by the MSS since it began tracking employment data in Q1 2000.