{"slug":"cadence","name":"Cadence Design Systems","name_en":"Cadence Design Systems","ticker":"CDNS","updated_at":"2026-06-21T08:11:13.952915+00:00","canonical":"https://valuechain.wiki/cadence","kicker":"EDA 반도체 설계 자동화 툴·IP","kicker_en":"EDA design-automation tools and IP","lead":"세계 2위 EDA 기업으로 점유율 약 30%, FY2024 매출 $4.64B(+13%). 시높시스와 양강 구도. NVIDIA·AMD·애플·인텔·TSMC·삼성 등이 설계 툴·IP를 사용하며, AI 칩 설계 수요로 성장.","lead_en":"The world’s No.2 EDA company (~30% share), FY2024 revenue $4.64B (+13%). A duopoly with Synopsys. NVIDIA, AMD, Apple, Intel, TSMC and Samsung use its tools and IP; growth is driven by AI-chip design.","segments":{"fy":2024,"parts":[{"name":"EDA 툴·IP"}],"total":"FY2024 매출 $4.64B (EDA 세계 ~30%)","concentration":"시높시스와 EDA 양강."},"segments_en":{"parts":[{"name":"EDA tools and IP"}],"total":"FY2024 revenue $4.64B (~30% of EDA)","concentration":"EDA duopoly with Synopsys."},"edges":[{"direction":"revenue","counterparty":"NVIDIA","counterparty_slug":"nvidia","confidence":"high","metric":{"type":"share","unit":"%","basis":"EDA 세계 점유율","value":30,"period":"2024","basis_en":"global EDA share"},"note":"NVIDIA에 EDA 설계 툴·IP 공급.","note_en":"Supplies EDA tools and IP to NVIDIA.","sources":[{"stance":"confirms","publisher":"서울경제","publisher_en":"Seoul Economic Daily","kind":"news","lang":"ko","published_at":"2025-03-01","url":"https://www.sedaily.com/article/14136879","title":"AI 반도체 설계 강자 케이던스, 성장엔진 재점화","title_en":"Cadence, an AI chip-design leader, reignites growth","excerpt":"AI 칩 설계로 케이던스 성장.","excerpt_en":"Cadence grows on AI-chip design."},{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-02-24","url":"https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=CDNS&type=10-K","title":"Cadence 연례보고서 (10-K)","title_en":"Cadence Form 10-K","excerpt":"10-K: EDA 툴·IP 매출.","excerpt_en":"10-K: EDA tools/IP revenue."},{"stance":"confirms","publisher":"SemiAnalysis","publisher_en":"SemiAnalysis","kind":"analysis","lang":"en","published_at":"2024-06-01","url":"https://newsletter.semianalysis.com/p/eda-market-primer","title":"EDA 시장 입문 (시높시스 31%·케이던스 30%)","title_en":"EDA Market Primer (Synopsys 31%, Cadence 30%)","excerpt":"케이던스 EDA 세계 ~30% 2위.","excerpt_en":"Cadence is No.2 in EDA at ~30%."}]},{"direction":"revenue","counterparty":"AMD","counterparty_slug":"amd","confidence":"high","metric":null,"note":"AMD에 EDA 설계 툴·IP 공급.","note_en":"Supplies EDA tools and IP to AMD.","sources":[{"stance":"confirms","publisher":"서울경제","publisher_en":"Seoul Economic Daily","kind":"news","lang":"ko","published_at":"2025-03-01","url":"https://www.sedaily.com/article/14136879","title":"AI 반도체 설계 강자 케이던스, 성장엔진 재점화","title_en":"Cadence, an AI chip-design leader, reignites growth","excerpt":"AI 칩 설계로 케이던스 성장.","excerpt_en":"Cadence grows on AI-chip design."},{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-02-24","url":"https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=CDNS&type=10-K","title":"Cadence 연례보고서 (10-K)","title_en":"Cadence Form 10-K","excerpt":"10-K: EDA 툴·IP 매출.","excerpt_en":"10-K: EDA tools/IP revenue."},{"stance":"confirms","publisher":"SemiAnalysis","publisher_en":"SemiAnalysis","kind":"analysis","lang":"en","published_at":"2024-06-01","url":"https://newsletter.semianalysis.com/p/eda-market-primer","title":"EDA 시장 입문 (시높시스 31%·케이던스 30%)","title_en":"EDA Market Primer (Synopsys 31%, Cadence 30%)","excerpt":"케이던스 EDA 세계 ~30% 2위.","excerpt_en":"Cadence is No.2 in EDA at ~30%."}]},{"direction":"revenue","counterparty":"Broadcom","counterparty_slug":"broadcom","confidence":"high","metric":null,"note":"Broadcom에 EDA 설계 툴·IP 공급.","note_en":"Supplies EDA tools and IP to Broadcom.","sources":[{"stance":"confirms","publisher":"서울경제","publisher_en":"Seoul Economic Daily","kind":"news","lang":"ko","published_at":"2025-03-01","url":"https://www.sedaily.com/article/14136879","title":"AI 반도체 설계 강자 케이던스, 성장엔진 재점화","title_en":"Cadence, an AI chip-design leader, reignites growth","excerpt":"AI 칩 설계로 케이던스 성장.","excerpt_en":"Cadence grows on AI-chip design."},{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-02-24","url":"https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=CDNS&type=10-K","title":"Cadence 연례보고서 (10-K)","title_en":"Cadence Form 10-K","excerpt":"10-K: EDA 툴·IP 매출.","excerpt_en":"10-K: EDA tools/IP revenue."},{"stance":"confirms","publisher":"SemiAnalysis","publisher_en":"SemiAnalysis","kind":"analysis","lang":"en","published_at":"2024-06-01","url":"https://newsletter.semianalysis.com/p/eda-market-primer","title":"EDA 시장 입문 (시높시스 31%·케이던스 30%)","title_en":"EDA Market Primer (Synopsys 31%, Cadence 30%)","excerpt":"케이던스 EDA 세계 ~30% 2위.","excerpt_en":"Cadence is No.2 in EDA at ~30%."}]},{"direction":"revenue","counterparty":"삼성전자","counterparty_slug":"samsung-electronics","confidence":"mid","metric":null,"note":"Samsung Electronics에 EDA 설계 툴·IP 공급.","note_en":"Supplies EDA tools and IP to Samsung Electronics.","sources":[{"stance":"confirms","publisher":"서울경제","publisher_en":"Seoul Economic Daily","kind":"news","lang":"ko","published_at":"2025-03-01","url":"https://www.sedaily.com/article/14136879","title":"AI 반도체 설계 강자 케이던스, 성장엔진 재점화","title_en":"Cadence, an AI chip-design leader, reignites growth","excerpt":"AI 칩 설계로 케이던스 성장.","excerpt_en":"Cadence grows on AI-chip design."},{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-02-24","url":"https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=CDNS&type=10-K","title":"Cadence 연례보고서 (10-K)","title_en":"Cadence Form 10-K","excerpt":"10-K: EDA 툴·IP 매출.","excerpt_en":"10-K: EDA tools/IP revenue."},{"stance":"confirms","publisher":"SemiAnalysis","publisher_en":"SemiAnalysis","kind":"analysis","lang":"en","published_at":"2024-06-01","url":"https://newsletter.semianalysis.com/p/eda-market-primer","title":"EDA 시장 입문 (시높시스 31%·케이던스 30%)","title_en":"EDA Market Primer (Synopsys 31%, Cadence 30%)","excerpt":"케이던스 EDA 세계 ~30% 2위.","excerpt_en":"Cadence is No.2 in EDA at ~30%."}]},{"direction":"revenue","counterparty":"Apple","counterparty_slug":"apple","confidence":"mid","metric":null,"note":"Apple에 EDA 설계 툴·IP 공급.","note_en":"Supplies EDA tools and IP to Apple.","sources":[{"stance":"confirms","publisher":"서울경제","publisher_en":"Seoul Economic Daily","kind":"news","lang":"ko","published_at":"2025-03-01","url":"https://www.sedaily.com/article/14136879","title":"AI 반도체 설계 강자 케이던스, 성장엔진 재점화","title_en":"Cadence, an AI chip-design leader, reignites growth","excerpt":"AI 칩 설계로 케이던스 성장.","excerpt_en":"Cadence grows on AI-chip design."},{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-02-24","url":"https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=CDNS&type=10-K","title":"Cadence 연례보고서 (10-K)","title_en":"Cadence Form 10-K","excerpt":"10-K: EDA 툴·IP 매출.","excerpt_en":"10-K: EDA tools/IP revenue."},{"stance":"confirms","publisher":"SemiAnalysis","publisher_en":"SemiAnalysis","kind":"analysis","lang":"en","published_at":"2024-06-01","url":"https://newsletter.semianalysis.com/p/eda-market-primer","title":"EDA 시장 입문 (시높시스 31%·케이던스 30%)","title_en":"EDA Market Primer (Synopsys 31%, Cadence 30%)","excerpt":"케이던스 EDA 세계 ~30% 2위.","excerpt_en":"Cadence is No.2 in EDA at ~30%."}]},{"direction":"revenue","counterparty":"Intel","counterparty_slug":"intel","confidence":"mid","metric":null,"note":"Intel에 EDA 설계 툴·IP 공급.","note_en":"Supplies EDA tools and IP to Intel.","sources":[{"stance":"confirms","publisher":"서울경제","publisher_en":"Seoul Economic Daily","kind":"news","lang":"ko","published_at":"2025-03-01","url":"https://www.sedaily.com/article/14136879","title":"AI 반도체 설계 강자 케이던스, 성장엔진 재점화","title_en":"Cadence, an AI chip-design leader, reignites growth","excerpt":"AI 칩 설계로 케이던스 성장.","excerpt_en":"Cadence grows on AI-chip design."},{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-02-24","url":"https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=CDNS&type=10-K","title":"Cadence 연례보고서 (10-K)","title_en":"Cadence Form 10-K","excerpt":"10-K: EDA 툴·IP 매출.","excerpt_en":"10-K: EDA tools/IP revenue."},{"stance":"confirms","publisher":"SemiAnalysis","publisher_en":"SemiAnalysis","kind":"analysis","lang":"en","published_at":"2024-06-01","url":"https://newsletter.semianalysis.com/p/eda-market-primer","title":"EDA 시장 입문 (시높시스 31%·케이던스 30%)","title_en":"EDA Market Primer (Synopsys 31%, Cadence 30%)","excerpt":"케이던스 EDA 세계 ~30% 2위.","excerpt_en":"Cadence is No.2 in EDA at ~30%."}]},{"direction":"cost","counterparty":"R&D 엔지니어·인건비 (비공개)","counterparty_slug":null,"confidence":"mid","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"설계 SW R&D 인력이 최대 원가(비공개).","note_en":"R&D headcount is the largest cost (undisclosed).","sources":[{"stance":"mentions","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-02-24","url":"https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=CDNS&type=10-K","title":"Cadence 연례보고서 (10-K)","title_en":"Cadence Form 10-K","excerpt":"10-K: R&D.","excerpt_en":"10-K: R&D."}]},{"direction":"revenue","counterparty":"Qualcomm","counterparty_slug":"qualcomm","confidence":"mid","metric":null,"note":"Qualcomm에 EDA 설계 툴 공급.","note_en":"Supplies EDA design tools to Qualcomm.","sources":[{"stance":"confirms","publisher":"한국경제","publisher_en":"Korea Economic Daily","kind":"news","lang":"ko","published_at":"2026-01-07","url":"https://www.hankyung.com/article/2026010776221","title":"삼성 파운드리, 퀄컴 물량 따내고 TSMC 추격","title_en":"Samsung Foundry wins Qualcomm orders, chases TSMC","excerpt":"삼성과 2나노 파운드리 재논의.","excerpt_en":"Samsung in talks for 2nm foundry."},{"stance":"confirms","publisher":"TrendForce","publisher_en":"TrendForce","kind":"news","lang":"en","published_at":"2025-03-26","url":"https://www.trendforce.com/news/2025/03/26/news-qualcomm-reportedly-skips-samsung-taps-tsmcs-4nm-for-latest-snapdragon-8s-gen-4/","title":"퀄컴, 스냅드래곤 8s Gen4를 TSMC 4nm로","title_en":"Qualcomm taps TSMC 4nm for Snapdragon 8s Gen 4","excerpt":"스냅드래곤 최첨단 물량 TSMC로.","excerpt_en":"Leading-edge Snapdragon volume moved to TSMC."},{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2024-11-06","url":"https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=QCOM&type=10-K","title":"Qualcomm 연례보고서 (10-K)","title_en":"Qualcomm Form 10-K","excerpt":"10-K: QCT 칩셋·QTL 라이선스.","excerpt_en":"10-K: QCT chipsets and QTL licensing."}]},{"direction":"revenue","counterparty":"TSMC","counterparty_slug":"tsmc","confidence":"mid","metric":null,"note":"TSMC에 EDA 설계 툴·IP 공급.","note_en":"Supplies EDA tools and IP to TSMC.","sources":[{"stance":"confirms","publisher":"서울경제","publisher_en":"Seoul Economic Daily","kind":"news","lang":"ko","published_at":"2025-03-01","url":"https://www.sedaily.com/article/14136879","title":"AI 반도체 설계 강자 케이던스, 성장엔진 재점화","title_en":"Cadence, an AI chip-design leader, reignites growth","excerpt":"AI 칩 설계로 케이던스 성장.","excerpt_en":"Cadence grows on AI-chip design."},{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-02-24","url":"https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=CDNS&type=10-K","title":"Cadence 연례보고서 (10-K)","title_en":"Cadence Form 10-K","excerpt":"10-K: EDA 툴·IP 매출.","excerpt_en":"10-K: EDA tools/IP revenue."},{"stance":"confirms","publisher":"SemiAnalysis","publisher_en":"SemiAnalysis","kind":"analysis","lang":"en","published_at":"2024-06-01","url":"https://newsletter.semianalysis.com/p/eda-market-primer","title":"EDA 시장 입문 (시높시스 31%·케이던스 30%)","title_en":"EDA Market Primer (Synopsys 31%, Cadence 30%)","excerpt":"케이던스 EDA 세계 ~30% 2위.","excerpt_en":"Cadence is No.2 in EDA at ~30%."}]},{"direction":"revenue","counterparty":"Arm Holdings","counterparty_slug":"arm","confidence":"mid","metric":null,"note":"Arm Holdings에 EDA 설계 툴 공급.","note_en":"Supplies EDA design tools to Arm Holdings.","sources":[{"stance":"confirms","publisher":"Arm IR","publisher_en":"Arm IR","kind":"ir","lang":"en","published_at":"2024-07-01","url":"https://investors.arm.com/static-files/219a3b28-f209-4d74-8bc6-f9e026d55a95","title":"Arm 연차보고서 FY2024","title_en":"Arm Annual Report FY2024","excerpt":"설계 R&D.","excerpt_en":"Design R&D."},{"stance":"confirms","publisher":"SemiAnalysis","publisher_en":"SemiAnalysis","kind":"analysis","lang":"en","published_at":"2024-06-01","url":"https://newsletter.semianalysis.com/p/eda-market-primer","title":"EDA 시장 입문 (시높시스 31%·케이던스 30%)","title_en":"EDA Market Primer (Synopsys 31%, Cadence 30%)","excerpt":"IP 설계에 EDA 사용.","excerpt_en":"Uses EDA for IP design."}]},{"direction":"cost","counterparty":"클라우드·컴퓨팅 인프라 (비공개)","counterparty_slug":null,"confidence":"low","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"검증용 컴퓨팅(비공개).","note_en":"Compute for verification (undisclosed).","sources":[{"stance":"mentions","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-02-24","url":"https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=CDNS&type=10-K","title":"Cadence 연례보고서 (10-K)","title_en":"Cadence Form 10-K","excerpt":"10-K: 인프라.","excerpt_en":"10-K: infrastructure."}]}]}