Skip to content
SEMICONDUCTOR IP MONITOR

IP economics, without blending unlike disclosures

Arm monetization categories, Synopsys Design IP segment revenue, Cadence's rounded product-group share, and Siemens non-disclosure remain separate evidence classes.

FY2026 · REPORTED COMPONENTS
$4.920B

Arm IP business

$2.307B license and other + $2.613B royalty. Includes related parties; license and other is not pure license revenue.

FY2025 · REPORTED SEGMENT
$1.752B

Synopsys Design IP

Segment revenue. DesignWare alone is not separately disclosed.

FY2025 · REPORTED SHARE
14%

Cadence Semiconductor IP

Rounded share of total company revenue. No standalone IP dollar value is derived.

STANDALONE IP REVENUE
Not disclosed

Siemens

Digital Industries software is broader context and is not substituted for EDA or semiconductor-IP revenue.

Arm IP monetization mix

Issuer-reported categories, fiscal years ended 31 March.

USD MILLION
External + related-party revenueLicense and other includes services, support, and tools

Synopsys Design IP segment

Issuer reportable segment; not DesignWare standalone.

USD MILLION
FY2021–FY2022 retrospectively reclassifiedFY2024 contained 53 weeks

Cadence Semiconductor IP share

Rounded percentage of total company revenue; dollar conversion is intentionally absent.

REPORTED %
Issuer product-group percentageNo derived dollars · no market-share claim

Disclosure matrix

Unavailable granularity remains visible.

ArmLicense and other revenue; royalty revenue

Company-wide IP economics; license and other includes services, support, and tools. Unavailable: Pure license-only revenue.

SynopsysDesign IP segment revenue

Segment includes multiple IP families, subsystems, and implementation services. Unavailable: DesignWare standalone revenue.

CadenceRounded Semiconductor IP share of total revenue

Reported percentage is preserved; no dollar value is derived from a rounded share. Unavailable: Standalone IP dollar revenue.

SiemensNone at standalone EDA/IP scope

Digital Industries software is broader context and is not substituted into this IP dataset. Unavailable: Siemens EDA and semiconductor-IP revenue.

These disclosures do not form a like-for-like IP market-share denominator. Each chart uses only one issuer-defined metric class.

Annual audited filings; quarterly filings remain outside these annual series unless the same metric scope is disclosedPromote only after company, period end, currency, unit, metric class, scope, and source table reconcile. Undisclosed values remain availability records and never become zero or derived dollars.
CompanyPeriodReported valueMetricMetric classScope guardrailSource
ArmreportedFY2026Ended 2026-03-31$2.307BUSD millionLicense and other revenuelicense and other revenueIncludes licensing, development tools, design services, training, support, and other non-royalty fees; FY2026 AGI silicon revenue was not material.Primary filing
ArmreportedFY2026Ended 2026-03-31$2.613BUSD millionRoyalty revenueroyalty revenueReported royalty revenue; totals include external customers and related parties.Primary filing
ArmreportedFY2025Ended 2025-03-31$1.839BUSD millionLicense and other revenuelicense and other revenueIncludes licensing, development tools, design services, training, support, and other non-royalty fees; not pure license revenue.Primary filing
ArmreportedFY2025Ended 2025-03-31$2.168BUSD millionRoyalty revenueroyalty revenueReported royalty revenue; totals include external customers and related parties.Primary filing
CadencereportedFY2025Ended 2025-12-3114%percent of total company revenueSemiconductor IP share of total revenuesemiconductor ip revenue shareRounded issuer product-group share; Cadence estimates product-category allocation for remix contracts. No IP dollar revenue is derived.Primary filing
SynopsysreportedFY2025Ended 2025-10-31$1.752BUSD millionDesign IP segment revenuedesign ip segment revenueIncludes interface, foundation, security, embedded-processor IP, IP subsystems, and IP implementation services; not DesignWare standalone revenue.Primary filing
ArmreportedFY2024Ended 2024-03-31$1.431BUSD millionLicense and other revenuelicense and other revenueIncludes licensing, development tools, design services, training, support, and other non-royalty fees; not pure license revenue.Primary filing
ArmreportedFY2024Ended 2024-03-31$1.802BUSD millionRoyalty revenueroyalty revenueReported royalty revenue; totals include external customers and related parties.Primary filing
CadencereportedFY2024Ended 2024-12-3113%percent of total company revenueSemiconductor IP share of total revenuesemiconductor ip revenue shareRounded issuer product-group share; Cadence estimates product-category allocation for remix contracts. No IP dollar revenue is derived.Primary filing
SynopsysreportedFY2024Ended 2024-11-02$1.906BUSD millionDesign IP segment revenuedesign ip segment revenueFY2024 contained 53 weeks; DesignWare alone is not separable.Primary filing
CadencereportedFY2023Ended 2023-12-3112%percent of total company revenueSemiconductor IP share of total revenuesemiconductor ip revenue shareRounded issuer product-group share; Cadence estimates product-category allocation for remix contracts. No IP dollar revenue is derived.Primary filing
SynopsysreportedFY2023Ended 2023-10-28$1.543BUSD millionDesign IP segment revenuedesign ip segment revenueIncludes interface, foundation, security, embedded-processor IP, IP subsystems, and IP implementation services; not DesignWare standalone revenue.Primary filing
SynopsysreportedFY2022Ended 2022-10-29$1.316BUSD millionDesign IP segment revenuedesign ip segment revenueFY2022 was retrospectively reclassified when Synopsys established Design IP as a reportable segment in FY2023; DesignWare alone is not separable.Primary filing
SynopsysreportedFY2021Ended 2021-10-30$1.056BUSD millionDesign IP segment revenuedesign ip segment revenueFY2021 was retrospectively reclassified when Synopsys established Design IP as a reportable segment in FY2023; DesignWare alone is not separable.Primary filing