High-end MCAD market
CIMdata considers the high-end MCAD market to include only those few CAD solution providers that deliver very comprehensive computer-aided design and analysis capabilities that are also tightly integrated with an enterprise-capable cPDm solution from the same supplier. Within the last few years, the tight integration with cPDm capabilities has become an essential differentiator for the high-end systems, and is typically required to support some of the most complex design capabilities such as assembly modelling, digital mockup, etc. These solutions are used in a broad PLM context aimed at the mechanical manufacturing and related markets (ie, excluding Architecture, Engineering, and Construction (AEC), and Electronic CAD). By this definition, the primary High-End MCAD solution providers are:
* Dassault Systèmes with Catia and either
* Smarteam or Enovia.
* PTC with Pro/E Wildfire and Windchill.
* UGS with NX (including I-deas and Uni-graphics) and either or both Teamcenter Enterprise and Teamcenter Engineering.
High-end MCAD supplier revenues
The high-end MCAD suppliers provide their products and services worldwide, either through direct sales or through their partners. Note that IBM+DS is used in the charts to indicate the effective market results for the 'IBM + Dassault Systèmes' operation. In this partnership, IBM is the primary marketing and salesforce behind the worldwide sales of Dassault Systèmes' products. IBM also provides many services associated with those sales. This is a unique relationship in the MCAD market (indeed, in the overall PLM market as well), with IBM providing marketing and services in support of Dassault Systèmes' products, whereas PTC and UGS provide the majority of their own high-end MCAD marketing and services directly. Also, note that revenues shown for UGS in years prior to 2004 represent the revenues for the UGS business unit that was then a part of the EDS Corporation.
For UGS, the high-end MCAD revenue numbers primarily include their NX line including I-deas and Unigraphics, but do not include any of their Solid Edge, E-factory, or Teamcenter revenues. For IBM+DS, the high-end MCAD revenues primarily include their CATIA offerings, and do not include revenue from SolidWorks, Enovia, Smarteam or Delmia. For PTC, high-end MCAD revenues are primarily Pro/-Engineer (including Wildfire) although some CADDS revenue is still included, but do not include any Windchill-based revenues.
Please note that the revenues shown in Figure 1, and in all subsequent figures in this report that depict revenues from various suppliers, include all relevant revenue from each supplier, including software, software maintenance, and services. If considering software-only revenues, the revenues would be lower. Also note that from 2002 to 2003, currency fluctuations were substantial and did have an impact on the reported revenues from the various suppliers.
Figure 1 – high-end MCAD supplier revenues – 2002 through 2004. Revenues include software + maintenance + services. Revenues presented are CIMdata estimates
The revenue split for the major high-end MCAD suppliers by geographic region for 2004 is shown in Figure 2. Note that IBM+DS has a relatively heavy portion of their revenues generated from Europe. This can be attributed to the fact that Dassault Systèmes was founded in Europe, is headquartered in Europe, and has a very long history of selling into the European market space along with IBM. Both UGS and PTC have experienced more even revenue levels between Europe and North America, even though both were founded and are headquartered in North America. All three of these suppliers generate considerable revenues from Asia-Pacific as well, although none of them are headquartered in that region.
Figure 2 – high-end MCAD supplier revenues by geographic region in 2004. Revenues include software + maintenance + services. Revenues presented are CIMdata estimates
The high-end MCAD suppliers are all active in a number of different markets. Their revenue split by industrial segment for 2004 is shown in Figure 3. One notable observation on the industrial segments is IBM+DS' High-End MCAD revenue leadership in fabrication and assembly and in automotive.
Figure 3 – High-end MCAD suppliers revenues by Industry Segment in 2004. Revenues include software + maintenance + services. Revenues presented are CIMdata estimates
CIMdata, a leading and independent worldwide strategic consultancy, is dedicated to maximising an enterprise's ability to design and deliver innovative products and services through the application of PLM solutions. CIMdata works with both industrial organisations and suppliers of technologies and services seeking competitive advantage in the global economy. http://www.CIMdata.com