The programmable logic market first hit $3 billion in 2000, and it didn’t make $4 billion until 2010, according to Ed Lepkowski of L-Mar Associates.
Throughout the $3 billion niche decade it looked as if the glory growth years of the programmable industry had been replaced by a mature, stagnant market.
Last year, it leapt $1.4 billion from $3.38 billion to $4.78 billion.
Altera had a banner year, increasing its share from 35.3% to 40.7% – the first time it has held a 40%+ share in a decade.
Xilinx, in the throes of transitioning its product line to a unified architecture, slipped below 50% market share for the first time since 2002.
Xilinx lost 4.5 points of market share last year dropping from 2009’s 52.8% to 2010’s 48.3%.
The surge in sales of programmables seems due more to general market exuberance and, maybe, a growing disinclination to go to the expense of ASIC, than anything the programmable companies have actually done.
Unless I’ve missed some major innovation.