根据IPnest的市场研究，在2018年，领先的知识产权许可商ARM有限公司与其同行Imagination Technologies和MIPS的所有者Wave Computing一起失去了市场份额。
在市场领导者ARM的案例中，这是它已经失去市场份额的第二年（看到ARM在快速增长的粉丝中失去了IP市场份额 ）。 市场上的获胜者是EDA公司Synopsys和Cadence以及前十大新人Achronix。
“我们开始在2018年看到从通用IP（如CPU，DSP，基础IP）转向更多特定应用的IP，”IPnest的负责人Eric Esteve在电子邮件通信中表示。 “对于CPU或DSP来说尤其如此 - Synopsys和Cadence与ARM和安第斯山脉相比。” 值得注意的是，处理器和物理IP收入占总数的比例下降，而其他数字IP和互连IP也在增长。
更详细地说，这可能反映出ARM，Imagination和MIPS正在受到挤压。 在高端，许可证持有者正在转向架构许可证，甚至将其处理器置于家中以最大限度地降低许可费用，而在底端，RISC-V开源处理器许可正在获得牵引力。 同时在中间地带，机器学习和其他来源提供的其他专业架构越来越受欢迎。
In 2018, leading intellectual property licensor ARM Ltd. lost market share along with its peers Imagination Technologies and Wave Computing, the owner of MIPS, according to market research from IPnest.
What the market statistics may reflect is the impact on ARM and others of a combination of factors ranging from vertical integration at the top end of the market and the impact of RISC-V at the bottom end.
Companies ranked by semiconductor design IP revenue in 2018 (millions of dollars). Source: IPnest (April 2019).
In market leader ARM's case this was the second year running that it had lost market share (see ARM loses IP market share to fast-growing followers ). The winners in the market were EDA companies Synopsys and Cadence and top-ten newcomer Achronix.
The IP market was worth $3,602 million in 2018, up by 6 percent from 2017 and representing slower growth than in previous years. In 2017 the global IP market grew by 11.7 percent.
"We start to see in 2018 a shift from general purpose IP – such as CPU, DSP, foundation IP – to more application-specific IP," said Eric Esteve, the principal at IPnest, in email correspondence. "This is especially true for CPU or DSP – Synopsys and Cadence versus ARM and Andes." It is also notable that processor and physical IP revenues have declined as a proportion of the total while other digital IP and interconnect IP has grown.
In more detail this may reflect that ARM, Imagination and MIPS are getting squeezed. At the top end licensees are moving to architectural licenses or even home-rolling their processors to minimize license fees while at the bottom end RISC-V open-source processor licensing is gaining traction. At the same time in the middle ground machine-learning and other specialized architectures available from other sources are gaining in popularity.
ARM's global IP market share has now dropped from about 50 percent to 44 percent although it is expected to retain its lead for some time. ARM became part of Japan's SoftBank Group in 2016.