ESD Alliance Reports Electronic System Design Industry Posts $5.5 Billion in Revenue in Q4 2025

Americas and APAC Region Reported Double-Digit Year-over-Year Revenue Increase

MILPITAS, Calif., April 13, 2026 /PRNewswire/ — Electronic System Design (ESD) industry revenue increased 10.3% to $5,466.3 million in the fourth quarter of 2025 from the $4,955.2 million registered in the fourth quarter of 2024, the ESD Alliance, a SEMI Technology Community, announced today in its latest Electronic Design Market Data (EDMD) report. The four-quarter moving average rose 10.1%, based on a comparison of the most recent four quarters to the prior four.

“The electronic design automation (EDA) industry continues to report strong year-over-year revenue growth in Q4 2025,” said Walden C. Rhines, Executive Sponsor of the SEMI Electronic Design Market Data report. “Product categories CAE, PCB and MCM, Semiconductor IP (SIP), and Services all reported gains. Geographic regions including Americas, EMEA, and APAC reported growth in Q4, with a double digit increase in Americas and APAC.”

The companies tracked in the EDMD report employed 71,517 people globally in Q4 2025, a 13.8% increase over the Q4 2024 headcount of 62,833 but down 2.3% compared to Q3 2025.

The quarterly EDMD report contains detailed revenue information within the following category and geographic breakdowns.

Revenue by Product and Application Category – Year-Over-Year Change

• Computer-Aided Engineering (CAE) revenue increased 5.0% to $1,887.4 million. The four-quarter CAE moving average increased 5.6%.

• IC Physical Design and Verification revenue decreased 2.6% to $777.2 million. The four-quarter moving average for the category decreased 5.1%.

• Printed Circuit Board and Multi-Chip Module (PCB and MCM) revenue rose 1.8% to $484.6 million. The four-quarter moving average for PCB and MCM rose 4.5%.

• Semiconductor Intellectual Property (SIP) revenue increased 18.3% to $2,083.2 million. The four-quarter SIP moving average rose 17.4%.

• Services revenue increased 19.6% to $233.9 million. The four-quarter Services moving average rose 15.6%.

Revenue by Region – Year-Over-Year Change

• The Americas, the largest reporting region by revenue, procured $2,473.5 million of electronic system design products and services in Q4 2025, a 13.9% increase. The four-quarter moving average for the Americas rose 10.6%.

• Europe, Middle East, and Africa (EMEA) procured $683.4 million of electronic system design products and services in Q4 2025, a 9.8% increase. The four-quarter moving average for EMEA grew 9.4%.

• Japan’s procurement of electronic system design products and services decreased 18.8% to $258.5 million in Q4 2025. The four-quarter moving average for Japan decreased 7.4%.

• Asia Pacific (APAC) procured $2,050.8 million of electronic system design products and services in Q4 2025, an 11.3% increase. The four-quarter moving average for APAC grew 12.6%.

About the EDMD Report
The ESD Alliance Electronic Design Market Data (formerly the Market Statistics Service) report presents Electronic Design Automation (EDA), SIP and Services industry revenue data quarterly. Both public and private companies contribute data to the report available from SEMI. Each quarterly report is published approximately three months after quarter close. EDMD report data is segmented as follows:

• Revenue by product category (CAE, IC Physical Design and Verification, SIP, PCB and MCM Layout, and Services) including numerous detailed sub-categories
• Revenue by geographic region (Americas, EMEA, Japan and APAC)
• Total employment at participating companies

For information about SEMI market research reports, visit the SEMI Market Research Reports and Databases Catalog.

About the Electronic System Design Alliance
The Electronic System Design (ESD) Alliance, a SEMI Technology Community, is the central voice to communicate and promote the value of the semiconductor design ecosystem as a vital component of the global electronics industry. As an international association of companies providing goods and services throughout the semiconductor design ecosystem, it is a forum to address technical, marketing, economic and legislative issues affecting the entire industry. For more information about the ESD Alliance, visit http://esd-alliance.org.

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About SEMI
SEMI^® is the global industry association connecting over 3,000 member companies and 1.5 million professionals worldwide across the semiconductor and electronics design and manufacturing supply chain. We accelerate member collaboration on solutions to top industry challenges through Advocacy, Workforce Development, Sustainability, Supply Chain Management and other programs. Our SEMICON^® expositions and events, technology communities, standards and market intelligence help advance our members’ business growth and innovations in design, devices, equipment, materials, services and software, enabling smarter, faster, more secure electronics. Visit www.semi.org, contact a regional office, and connect with SEMI on LinkedIn and X to learn more.

The information supplied by the ESD Alliance is believed to be accurate and reliable, but the ESD Alliance assumes no responsibility for any errors that may appear in this document. All trademarks and registered trademarks are the property of their respective owners.

Association Contacts

Paul Cohen
Phone: 508-769-2106 
Email: pcohen@semi.org

Stephanie Quinn/Kiterocket (Media Inquiries)
Phone: 1-480-316-8370
Email: squinn@kiterocket.com

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