{"meta":{"product":"VLSI Market Semiconductor IP Monitor","publisher":"VLSI Korea","datasetId":"vlsi-semiconductor-ip-disclosures","version":"2026.08.05-ip-1","publishedAt":"2026-08-05","dataThrough":"Arm FY2026 · Synopsys and Cadence FY2025 · Siemens FY2025 availability review","comparisonPolicy":"Arm categories, Synopsys Design IP segment revenue, Cadence product-group share, and Siemens non-disclosure stay in distinct metric classes; no market share or unavailable dollar values are inferred.","methodology":"Only issuer-reported metric classes are published. Rounded percentages are not converted into dollars, and broad software context never fills a missing IP disclosure.","warning":"Arm, Synopsys, Cadence, and Siemens disclosures are not like-for-like market-share inputs."},"observations":[{"id":"synopsys-design-ip-fy2021","companyId":"synopsys","company":"Synopsys","fiscalYear":2021,"periodEnd":"2021-10-30","value":1055.672,"currency":"USD","unit":"USD million","metric":"Design IP segment revenue","metricClass":"design_ip_segment_revenue","sourceId":"synopsys-2023-sec","status":"reported","caveat":"FY2021 was retrospectively reclassified when Synopsys established Design IP as a reportable segment in FY2023; DesignWare alone is not separable."},{"id":"synopsys-design-ip-fy2022","companyId":"synopsys","company":"Synopsys","fiscalYear":2022,"periodEnd":"2022-10-29","value":1315.541,"currency":"USD","unit":"USD million","metric":"Design IP segment revenue","metricClass":"design_ip_segment_revenue","sourceId":"synopsys-2023-sec","status":"reported","caveat":"FY2022 was retrospectively reclassified when Synopsys established Design IP as a reportable segment in FY2023; DesignWare alone is not separable."},{"id":"synopsys-design-ip-fy2023","companyId":"synopsys","company":"Synopsys","fiscalYear":2023,"periodEnd":"2023-10-28","value":1542.726,"currency":"USD","unit":"USD million","metric":"Design IP segment revenue","metricClass":"design_ip_segment_revenue","sourceId":"synopsys-2025-sec","status":"reported","caveat":"Includes interface, foundation, security, embedded-processor IP, IP subsystems, and IP implementation services; not DesignWare standalone revenue."},{"id":"synopsys-design-ip-fy2024","companyId":"synopsys","company":"Synopsys","fiscalYear":2024,"periodEnd":"2024-11-02","value":1906.314,"currency":"USD","unit":"USD million","metric":"Design IP segment revenue","metricClass":"design_ip_segment_revenue","sourceId":"synopsys-2025-sec","status":"reported","caveat":"FY2024 contained 53 weeks; DesignWare alone is not separable."},{"id":"synopsys-design-ip-fy2025","companyId":"synopsys","company":"Synopsys","fiscalYear":2025,"periodEnd":"2025-10-31","value":1751.838,"currency":"USD","unit":"USD million","metric":"Design IP segment revenue","metricClass":"design_ip_segment_revenue","sourceId":"synopsys-2025-sec","status":"reported","caveat":"Includes interface, foundation, security, embedded-processor IP, IP subsystems, and IP implementation services; not DesignWare standalone revenue."},{"id":"arm-license-other-fy2024","companyId":"arm","company":"Arm","fiscalYear":2024,"periodEnd":"2024-03-31","value":1431,"currency":"USD","unit":"USD million","metric":"License and other revenue","metricClass":"license_and_other_revenue","sourceId":"arm-2026-sec","status":"reported","caveat":"Includes licensing, development tools, design services, training, support, and other non-royalty fees; not pure license revenue."},{"id":"arm-royalty-fy2024","companyId":"arm","company":"Arm","fiscalYear":2024,"periodEnd":"2024-03-31","value":1802,"currency":"USD","unit":"USD million","metric":"Royalty revenue","metricClass":"royalty_revenue","sourceId":"arm-2026-sec","status":"reported","caveat":"Reported royalty revenue; totals include external customers and related parties."},{"id":"arm-license-other-fy2025","companyId":"arm","company":"Arm","fiscalYear":2025,"periodEnd":"2025-03-31","value":1839,"currency":"USD","unit":"USD million","metric":"License and other revenue","metricClass":"license_and_other_revenue","sourceId":"arm-2026-sec","status":"reported","caveat":"Includes licensing, development tools, design services, training, support, and other non-royalty fees; not pure license revenue."},{"id":"arm-royalty-fy2025","companyId":"arm","company":"Arm","fiscalYear":2025,"periodEnd":"2025-03-31","value":2168,"currency":"USD","unit":"USD million","metric":"Royalty revenue","metricClass":"royalty_revenue","sourceId":"arm-2026-sec","status":"reported","caveat":"Reported royalty revenue; totals include external customers and related parties."},{"id":"arm-license-other-fy2026","companyId":"arm","company":"Arm","fiscalYear":2026,"periodEnd":"2026-03-31","value":2307,"currency":"USD","unit":"USD million","metric":"License and other revenue","metricClass":"license_and_other_revenue","sourceId":"arm-2026-sec","status":"reported","caveat":"Includes licensing, development tools, design services, training, support, and other non-royalty fees; FY2026 AGI silicon revenue was not material."},{"id":"arm-royalty-fy2026","companyId":"arm","company":"Arm","fiscalYear":2026,"periodEnd":"2026-03-31","value":2613,"currency":"USD","unit":"USD million","metric":"Royalty revenue","metricClass":"royalty_revenue","sourceId":"arm-2026-sec","status":"reported","caveat":"Reported royalty revenue; totals include external customers and related parties."},{"id":"cadence-semiconductor-ip-share-fy2023","companyId":"cadence","company":"Cadence","fiscalYear":2023,"periodEnd":"2023-12-31","value":12,"currency":"not_applicable","unit":"percent of total company revenue","metric":"Semiconductor IP share of total revenue","metricClass":"semiconductor_ip_revenue_share","sourceId":"cadence-2025-sec","status":"reported","caveat":"Rounded issuer product-group share; Cadence estimates product-category allocation for remix contracts. No IP dollar revenue is derived."},{"id":"cadence-semiconductor-ip-share-fy2024","companyId":"cadence","company":"Cadence","fiscalYear":2024,"periodEnd":"2024-12-31","value":13,"currency":"not_applicable","unit":"percent of total company revenue","metric":"Semiconductor IP share of total revenue","metricClass":"semiconductor_ip_revenue_share","sourceId":"cadence-2025-sec","status":"reported","caveat":"Rounded issuer product-group share; Cadence estimates product-category allocation for remix contracts. No IP dollar revenue is derived."},{"id":"cadence-semiconductor-ip-share-fy2025","companyId":"cadence","company":"Cadence","fiscalYear":2025,"periodEnd":"2025-12-31","value":14,"currency":"not_applicable","unit":"percent of total company revenue","metric":"Semiconductor IP share of total revenue","metricClass":"semiconductor_ip_revenue_share","sourceId":"cadence-2025-sec","status":"reported","caveat":"Rounded issuer product-group share; Cadence estimates product-category allocation for remix contracts. No IP dollar revenue is derived."}],"availability":[{"companyId":"arm","company":"Arm","status":"reported","disclosedMetric":"License and other revenue; royalty revenue","unavailableMetric":"Pure license-only revenue","sourceId":"arm-2026-sec","note":"Company-wide IP economics; license and other includes services, support, and tools."},{"companyId":"synopsys","company":"Synopsys","status":"reported","disclosedMetric":"Design IP segment revenue","unavailableMetric":"DesignWare standalone revenue","sourceId":"synopsys-2025-sec","note":"Segment includes multiple IP families, subsystems, and implementation services."},{"companyId":"cadence","company":"Cadence","status":"partial","disclosedMetric":"Rounded Semiconductor IP share of total revenue","unavailableMetric":"Standalone IP dollar revenue","sourceId":"cadence-2025-sec","note":"Reported percentage is preserved; no dollar value is derived from a rounded share."},{"companyId":"siemens","company":"Siemens","status":"not_disclosed","disclosedMetric":"None at standalone EDA/IP scope","unavailableMetric":"Siemens EDA and semiconductor-IP revenue","sourceId":"siemens-2025-annual","note":"Digital Industries software is broader context and is not substituted into this IP dataset."}],"charts":{"armIpEconomics":[{"fiscalYear":2024,"licenseAndOtherMn":1431,"royaltyMn":1802,"totalMn":3233},{"fiscalYear":2025,"licenseAndOtherMn":1839,"royaltyMn":2168,"totalMn":4007},{"fiscalYear":2026,"licenseAndOtherMn":2307,"royaltyMn":2613,"totalMn":4920}],"synopsysDesignIp":[{"fiscalYear":2021,"valueMn":1055.672},{"fiscalYear":2022,"valueMn":1315.541},{"fiscalYear":2023,"valueMn":1542.726},{"fiscalYear":2024,"valueMn":1906.314},{"fiscalYear":2025,"valueMn":1751.838}],"cadenceSemiconductorIpShare":[{"fiscalYear":2023,"sharePct":12},{"fiscalYear":2024,"sharePct":13},{"fiscalYear":2025,"sharePct":14}]},"operations":{"sourceCadence":"Annual audited filings; quarterly filings remain outside these annual series unless the same metric scope is disclosed","platformCheck":"Daily official-filing watch during reporting windows","publishRule":"Promote only after company, period end, currency, unit, metric class, scope, and source table reconcile","nullPolicy":"Undisclosed values remain availability records and never become zero or derived dollars"},"sources":[{"id":"arm-2026-sec","label":"Arm Fiscal 2026 Form 20-F","publisher":"Arm Holdings / U.S. SEC","url":"https://www.sec.gov/Archives/edgar/data/1973239/000197323926000097/arm-20260331.htm","sourceKind":"company IR","geography":"Global company reporting","coverage":"Audited FY2024–FY2026 license-and-other, royalty, and total revenue","granularity":"Revenue category × fiscal year ended 31 March","sourceCadence":"Annual filing","access":"Official public SEC filing","redistribution":"Retain Arm category definitions, related-party inclusion, fiscal period, USD unit, and direct-filing attribution","dataClasses":["reported_sales"],"status":"ready"},{"id":"synopsys-2023-sec","label":"Synopsys 2023 Form 10-K","publisher":"Synopsys / U.S. SEC","url":"https://www.sec.gov/Archives/edgar/data/883241/000088324123000019/snps-20231031.htm","sourceKind":"company IR","geography":"Global company reporting","coverage":"Audited FY2021–FY2023 Design Automation and Design IP segment revenue, including retrospectively reclassified Design IP periods","granularity":"Reportable segment × fiscal year","sourceCadence":"Annual filing","access":"Official public SEC filing","redistribution":"Retain issuer segment definition, fiscal-year length, unit, and direct-filing attribution","dataClasses":["reported_sales"],"status":"ready"},{"id":"synopsys-2025-sec","label":"Synopsys 2025 Form 10-K","publisher":"Synopsys / U.S. SEC","url":"https://www.sec.gov/Archives/edgar/data/883241/000088324125000028/snps-20251031.htm","sourceKind":"company IR","geography":"Global company reporting","coverage":"Audited FY2023–FY2025 Design Automation and Design IP segment revenue and Ansys acquisition perimeter","granularity":"Reportable segment × fiscal year","sourceCadence":"Annual filing","access":"Official public SEC filing","redistribution":"Retain issuer segment definition, fiscal-year length, acquisition perimeter, unit, and direct-filing attribution","dataClasses":["reported_sales"],"status":"ready"},{"id":"cadence-2025-sec","label":"Cadence 2025 Form 10-K","publisher":"Cadence Design Systems / U.S. SEC","url":"https://www.sec.gov/Archives/edgar/data/813672/000081367226000016/cdns-20251231.htm","sourceKind":"company IR","geography":"Global company reporting","coverage":"Audited FY2023–FY2025 company revenue, rounded product-group revenue shares, and one-operating-segment disclosure","granularity":"Company × fiscal year","sourceCadence":"Annual filing","access":"Official public SEC filing","redistribution":"Retain consolidated scope, fiscal period, unit, and direct-filing attribution","dataClasses":["reported_sales"],"status":"ready"},{"id":"siemens-2025-annual","label":"Siemens Annual Report 2025","publisher":"Siemens AG","url":"https://assets.new.siemens.com/siemens/assets/api/uuid%3A428ea18a-e7ab-4f93-a160-33908f1c3540/Siemens-Annual-Report-2025.pdf","sourceKind":"company IR","geography":"Global company reporting","coverage":"FY2024–FY2025 Digital Industries software-business revenue and acquisition perimeter","granularity":"Business scope × fiscal year","sourceCadence":"Annual report","access":"Official public annual report","redistribution":"Never relabel the Digital Industries software business as Siemens EDA revenue; retain native EUR and acquisition perimeter","dataClasses":["reported_sales"],"status":"ready"}]}