EDA design-automation tools and IP

Cadence Design Systems

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.

CDNS Updated Jun 21, 2026 1 AI consumers

Money in ▸NVIDIA●Market share 30 AMD●Broadcom●Samsung Electronics◐Apple◐Intel◐Qualcomm◐TSMC◐Arm Holdings◐

Cadence Design SystemsFY2024 revenue $4.64B

▸ Money outR&D 엔지니어·인건비 (비공개)◐클라우드·컴퓨팅 인프라 (비공개)○

Financials & Segments

Total revenue · FY2024 revenue $4.64B (~30% of EDA)
Customer concentration · EDA duopoly with Synopsys.
Segments · EDA tools and IP

Revenue from

NVIDIA High confidence· Market share 30 · 2024 · global EDA share
Supplies EDA tools and IP to NVIDIA.
Confirms KO Seoul Economic Daily Published Mar 1, 2025: "Cadence grows on AI-chip design."
Confirms EN SEC EDGAR Published Feb 24, 2025: "10-K: EDA tools/IP revenue."
Confirms EN SemiAnalysis Published Jun 1, 2024: "Cadence is No.2 in EDA at ~30%."
AMD High confidence
Supplies EDA tools and IP to AMD.
Confirms KO Seoul Economic Daily Published Mar 1, 2025: "Cadence grows on AI-chip design."
Confirms EN SEC EDGAR Published Feb 24, 2025: "10-K: EDA tools/IP revenue."
Confirms EN SemiAnalysis Published Jun 1, 2024: "Cadence is No.2 in EDA at ~30%."
Broadcom High confidence
Supplies EDA tools and IP to Broadcom.
Confirms KO Seoul Economic Daily Published Mar 1, 2025: "Cadence grows on AI-chip design."
Confirms EN SEC EDGAR Published Feb 24, 2025: "10-K: EDA tools/IP revenue."
Confirms EN SemiAnalysis Published Jun 1, 2024: "Cadence is No.2 in EDA at ~30%."
Samsung Electronics Medium confidence
Supplies EDA tools and IP to Samsung Electronics.
Confirms KO Seoul Economic Daily Published Mar 1, 2025: "Cadence grows on AI-chip design."
Confirms EN SEC EDGAR Published Feb 24, 2025: "10-K: EDA tools/IP revenue."
Confirms EN SemiAnalysis Published Jun 1, 2024: "Cadence is No.2 in EDA at ~30%."
Apple Medium confidence
Supplies EDA tools and IP to Apple.
Confirms KO Seoul Economic Daily Published Mar 1, 2025: "Cadence grows on AI-chip design."
Confirms EN SEC EDGAR Published Feb 24, 2025: "10-K: EDA tools/IP revenue."
Confirms EN SemiAnalysis Published Jun 1, 2024: "Cadence is No.2 in EDA at ~30%."
Intel Medium confidence
Supplies EDA tools and IP to Intel.
Confirms KO Seoul Economic Daily Published Mar 1, 2025: "Cadence grows on AI-chip design."
Confirms EN SEC EDGAR Published Feb 24, 2025: "10-K: EDA tools/IP revenue."
Confirms EN SemiAnalysis Published Jun 1, 2024: "Cadence is No.2 in EDA at ~30%."
Qualcomm Medium confidence
Supplies EDA design tools to Qualcomm.
Confirms KO Korea Economic Daily Published Jan 7, 2026: "Samsung in talks for 2nm foundry."
Confirms EN TrendForce Published Mar 26, 2025: "Leading-edge Snapdragon volume moved to TSMC."
Confirms EN SEC EDGAR Published Nov 6, 2024: "10-K: QCT chipsets and QTL licensing."
TSMC Medium confidence
Supplies EDA tools and IP to TSMC.
Confirms KO Seoul Economic Daily Published Mar 1, 2025: "Cadence grows on AI-chip design."
Confirms EN SEC EDGAR Published Feb 24, 2025: "10-K: EDA tools/IP revenue."
Confirms EN SemiAnalysis Published Jun 1, 2024: "Cadence is No.2 in EDA at ~30%."
Arm Holdings Medium confidence
Supplies EDA design tools to Arm Holdings.
Confirms EN Arm IR Published Jul 1, 2024: "Design R&D."
Confirms EN SemiAnalysis Published Jun 1, 2024: "Uses EDA for IP design."

Pays to

R&D 엔지니어·인건비 (비공개) Medium confidence
R&D headcount is the largest cost (undisclosed).
Mentions EN SEC EDGAR Published Feb 24, 2025: "10-K: R&D."
클라우드·컴퓨팅 인프라 (비공개) Low confidence
Compute for verification (undisclosed).
Mentions EN SEC EDGAR Published Feb 24, 2025: "10-K: infrastructure."

Value-chain ripple (tiers 2–3)

Following node-to-node links up to 3 tiers; each firm is shown once, at its nearest tier.

Leading firms (revenue chain)

T1 AMD, Broadcom, Samsung Electronics, NVIDIA, Apple, Intel, Qualcomm, TSMC, Arm Holdings
T2 Microsoft, Meta Platforms, Alphabet (Google), Arista Networks, Marvell, Amazon, Astera Labs

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