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Face-to-Face: Danuta Gray, CEO O2 Ireland On the job for 18 months, Danuta Gray has presided over Digifone's transformation into O2 Ireland, with the brand celebrating its first birthday this month. But that challenge was miniscule compared to future trials, which include 3G, adding customers in a maturing market and even wireless LANS. Matthew Clark spoke face-to-face with Gray to get the inside story on her and on O2 Ireland.
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Semiconductor IP market grows 25 percent
Tuesday, April 30 2002
by Paula Mythen
Although the overall semiconductor market struggled throughout 2001, the worldwide semiconductor intellectual property (IP) market continued to grow.
According to Gartner Dataquest the semiconductor IP market achieved revenue of USD892 million in 2001, a 25 percent increase from the USD714 million in 2000.
ARM still leads the vendor race with USD179 million in revenue and a 20.1 percent share of the market, followed by Rambus who reported USD107.3 million in revenues and a 12 percent market share. Third in the top 10 was MIPS Technologies who had revenues of USD70.3 million and 7.9 percent of the market. Together the top three firms control 40 percent of the market. Significantly market share drops off after the big three and just two percent separates the fourth ranked Synopsys and the tenth ranked DSP Group.
Dublin-based Parthus ranks eighth on the list with USD30 million in revenue and 3.4 percent market share, while tenth ranked DSP Technologies, the Israeli-US company set to merge its IP licensing business with Parthus, has a three percent market share with revenues of USD26.6 million.
"The reduction in market concentration is a demonstration of IP market immaturity," said Jim Tully, chief analyst for Gartner Dataquest's semiconductor industry worldwide group. "There was relatively little merger and acquisition activity among market leaders, so new market entrants have tended to dilute the market. This will change as the market matures."
Led by ARM and MIPS Technology, microprocessor blocks dominated worldwide IP revenue, reaching USD292 million in 2001. Bus interface is the second largest category, reaching USD140 million.
Gartner Dataquest said business models for IP vendors are an important factor in this market. There is a large amount of experimentation taking place which is to be expected in view of the relative newness of the market.
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