Industry Expert Blogs
The IP Paradox: Sales are growing despite Semi ConsolidationSemiWiki - Eric EsteveOct. 31, 2016 |
IPnest is launching the “Interface IP Survey” since 2009, and we did it last September again. To build the survey as accurately as possible, I have followed the “divide and conquer” strategy. Interface protocols are varied, ranging from PCI Express, USB, or Ethernet, to memory controller (DDR3, DDR4, LPDDR3, LPDDR4 and more) and HDMI, DisplayPort, SATA, SAS, or MIPI specifications (CSI, DSI, I3C, M-PHY, D-PHY, C-PHY…).
Some protocols are ubiquitous like USB or memory controller while certain protocols are application specific like SATA, HDMI or DisplayPort. In other words, for a specific protocol, the adoption dynamic and the related IP sales behavior will follow a certain model, and this model will be different for another protocol. In order to “conquer” (understand the adoption behavior, the sales evolution and build a forecast), you have to “divide” the overall interface IP market, or segment it by protocol. As a consequence, you have to define different values for the same parameter (like adoption rate, externalization rate, etc.) whether it will be used to model the PCI Express IP market or the HDMI IP market.