Here's an interesting comparison between the hardware IP business and the much larger wireless IP business.
QCOM's TTM licensing revenue of $957M is already 26% larger than the 2002 licensing revenues of all hardware IP vendors combined!!!
IDCC is the second-leading wireless IP vendor with licensing revenue expected to go from a pre-settlement $88M in 2002 to an estimated baseline of around $150M-$200M in 2003.
If I'm not mistaken, Cambridge-based ARMHY (logic) and Mars-based RMBS (memory) are part of this hardware IP universe and account for 45% of industry revenues. Litigation-plagued RMBS has TTM revenue of $102M while litigation-proof ARMHY has TTM revenue of $242M.
In-Stat reports single-digit hardware IP growth in 2002
By Peter Clarke
Semiconductor Business News
(05/05/03 10:41 a.m. EST)
SCOTTSDALE, Arizona --- Worldwide revenue for independent providers of hardware intellectual property increased by 8.4% from 2001's $698.4 million to about $757 million in 2002, according to In-Stat/MDR.
The Scottsdale-based market research organization has forecasted that by the end of 2007 revenues for these companies would reach $1,503.3 million.
Of the three main functional categories of hardware IP -- logic, memory and analog --- the largest, on a revenue basis, is set to be logic which In-Stat expects to maintain more than 70 percent share of the market through to 2007.
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Geographically, licensing of IP will remain dominated by The Americas, with Europe and Japan, respectively, at a distant second and third place, with only a marginal difference between the two, In-Stat said.
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