ARM is losing share in the IP market, says IPNest. From 47.8% market share in 2016, it slipped to 46.2% in 2017 and to 44.7% in 2018.

Companies ranked by semiconductor design IP revenue in 2018 (millions of dollars). Source: IPnest (April 2019).

Achronix was the fabulous success story of last year growing revenues 250% on the back of its Speedcore eFPGA IP.

Next best performers were the EDA companies Synopsys and Cadence.

The IP market was worth $3,602 million in 2018, up 6% y-o-y. In 2017 the market grew 11.7% over 2016.

Imagination’s revenues were down 5.7% for a market share of 3.3%.

RISC-V doesn’t show up in the rankings but this could be because the company’s private and it’s not public what they are,

Naveed Sherwani, RISC-V’s CEO, says this is the year that all the RISC-V companies combined win more design slots than ARM.

As well as the challenge from RISC-V, ARM is threatened by the move from general0purpose processor IP to proprietary architectures, specialised design and in-house processor development.