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CAD/CAM/CAE/GIS Market Share Table With OEM Revenue

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Accugraph

Softdesk

Straessle Informationssysteme

Formtek

Ziegler Informatics

Page 2 of 2

Application:

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12/30/96 10:56 AM

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11:31am EST 30-Dec-96 Josephthal Lyon & Ross, Inc. (JAY VLEESCHHOUWER (212) 90

ESTIMATED CURRENT EFFECTS ON DECEMBER QUARTER EARNINGS

Josephthal Lyon & Ross Incorporated

Institutional Research

200 Park Avenue

New York, New York 10166

(212) 907-4000 Fax: (212) 986-8121

Morning Note - December 30, 1996

********************************************************************************

ESTIMATED CURRENCY EFFECTS ON DECEMBER QUARTER EARNINGS

Conclusion: This note is our quarterly update on the estimated effects of sequential and annual currency changes on quarterly earnings. Our overall conclusion is that in spite of the obvious strength of the U.S. dollar against key trading partner currencies (especially the yen, +11.5%, and German mark, +7.4%), the estimated sequential and year/year earnings impact is likely to be modest—especially if European revenues, as measured in local currencies, is relatively weak. On the other hand, of course, that same relative softness, which a number of computer and software companies in our coverage have already alluded to, could put non-currency related pressure on reported earnings, subject to offsetting strength elsewhere in domestic and

Asia/Pacific markets.

AST Research ASTA-$4 9/16-Hold

Apple Computer AAPIi-$23 1/8-Hold

Compaq Computer CPQ-$75 1/4-Hold

Est. Est .

Annual 1 Effect

4Q96E ($1.39) NM

1Q97E ($0.01) NM

4Q96E $1.57 NM

NM

Fractal Design FRAC-$11 1/8-Buy

Gateway 2000 OATE-$56 1/4-Hold

MetaTools MniS-$13 1/2-Buy

Parametric Tech. PMTC-$52 1/2-Buy

Silicon Graphics SGI-$25 3/4-Buy

Sun Mircro. SUNW-$28 3/8-Buy

3Q97B $0.14

4Q96E $0.98

4Q96E $0.14*

1Q97E $0.36

2Q97E $0.21*

2Q97E $0.42

NM

NM

NM

NM

NM

NM

* excludes costs related to Real Time Geometry Corp. acquisition

** SGI estimate excludes one-time costs related to Cray acquisition. NM means less than $0.01 a share. Rate changes

reflect a weighted average of yen, German mark, French franc,

Swiss franc and British pound. Actual results may differ due to hedging activities, which we do not include in our estimates.

NM

NM

NM

NM

($0.01)

($0.01)

Analyst: Jay Vleeschhouwer Phone Number: 212-907-4427

********************************************************************************

Additional information is available upon request.

This report was prepared by Josephthal Lyon & Ross Incorporated and is for the exclusive use of our clients. Information contained herein has been compiled from sources we believe to be reliable, but we do not guarantee its accuracy or completeness.

This is not a solicitation of any order to buy or Sell.

Josephthal Lyon & Ross Incorporated, its affiliates, and/or its officers, directors, employees or stockholders may at times have a position in, including an arbitrage or option position in, the securities described herein, and may sell or buy them to or from customers. The company may from time to time act as a consultant to a company being reported on. Copyright, 1996 Josephthal Lyon

& Ross Incorporated, all rights reserved.

First Call Corporation - all rights reserved. 617/345-2500

END OF NOTE

Dataquest

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(408) 437-8000 Telex 171973 Fax (408) 437-0292

April 1995

Dear Dataquest Client,

Our clients have told us how important it is to receive Dataquest's published information and insight on a regular, timely schedule. To let you know exactly what you can expect from your subscription research program(s) this year, we are pleased to provide you with the attached detailed publication schedule.

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We hope that providing this publication schedule will help your market research planning process, as well as provide an audit trail of the documents received from Dataquest.

Please nq3b?,jthftt^f you subscribe to more than%ne .research program, you will receive each publication scBedltiilg s ^ ^ ^ J y os?ef |he r\fsjgi few weeks. If you Have qtte^dias or comments, please feel free to contact me at (408) 437-8293, or Pamela Bliss, Marketing

M a n n e r kf(i«») 43.7^8562. ,

Sincerely, : " . ~' '• '

^ ^

Jeffrey A. Byrne

Vide President, Worldwide Marketing

Encl.

1995

Publications Schedule

^

Perspective

Q hi

Market Analysis

User and Distribution

Studies

QQ

Competitive Dynamics

Focus Studies

Jan

D

Feb

Mflr Apr May /wn Jul Aug Sep Oct

Nov

0

D o a a a d D D

Newsletters published on an event-driven basis

Dec

O o

O

O

O o o o

• G B G B G H H

Newsletters published on an event-driven basis

D a a a o D D a

Newsletters published on an event-driven basis

O

a a D O D D D D

Newsletters published on an event-driven basis

D D D O D D a a

Newsletters published on an event-driven basis

o

• ^

Eiectronic Newsietters

AEC & GIS APPLICATIONS

WORLDWIDE

55

Guides

O

Published weekly

a o o o

DataQUCSt Program: A E C & GIS AppHcations Worldwide

Program Manager: Kathey Hale

1995 Publications Sciiedule

AEC & GIS Applications Worldwide

Complete Listing of 1995 Documents

Document Category Document Type Document Title

Perspective

Market Analysis

User and Distribution

Studies

Competitive Dynamics

Focus Studies

Electronic Newsletters

Dataquest Predicts

Market Statistics

Market Trends

Market Statistics

Market Statistics

Market Statistics

Market Analysis

Market Analysis

Market Trends

User Wants a n d

Needs Report

TBD

Market Share

GIS Market Trends

Market Forecast

Market Share Update

Market Forecast Update

GIS SubappHcations

AEC SubappHcations

GIS Market Trends

GIS Brand Satisfaction

User Wants a n d

Needs Report

TBD

Competitive Analysis Competitive Analysis

Emerging Markets Emerging Markets & Technologies

Online Newsletter

Fax Alerts

QuickTakes

DQ Alerts

Arrival on Client

Desk

December 1995

March 1995

March 1995

May 1995

July 1995

September 1995

October 1995

October 1995

November 1995

December 1995

December 1995

December 1995

December 1995

Weekly via Internet

Event-driven i q f

> i J - >

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DataQSJest

acompanyof

The Dtjii& Biadstreet Corporation

Boston Area

Nine Technology Dri\e

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I f j l The Dun &Bradstreet Corporation

1290 Ridder Park Drive, San Jose, CA 95131-2398

(408) 437-8000 Telex 171973 Fax (408) 437-0292

December 1994

Dear Dataquest Client,

For more than 23 years, Dataquest has helped clients grow and prosper by supplying top-quality market intelligence on the information technology industry. We are proud to be your information partner through providing market analysis, competitive assessments, end-user preferences, and strategic insight for making crucial business and planning decisions.

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Sincerely,

-A - ^ I V r l ' . w^ f ^ A . VI Jr-Mf

'^•'*-*rt; . *' • ''t'A'

Jeffrey A. Byrne

Vice FresiderKt

Worldvyide R ^ ^ e t i n g

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Dataquest Fax Back—408-437^0292

To:.

City:.

Kimberiie Edwards

San Jose, California

Co.:.

Country:.

Dataquest incorporated

U.S.A.

.Total Pages 1 of 1

Here's How to Order Your Electronic News Binder

Dataquest provides a separate binder called

Electronic News to help you organize your printouts of the electronic newsletters and

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Fax

Total number of Electronic News binders needed:

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Dataquest

1290 Ridder Park Drive, San Jose, CA 95131-2398

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1995 RESEARCH PROGRAMS

From semiconductors to systems, software to services, telecommunications to document management, Dataquest's scope of expertise provides clients with a clear view of the relationships between information technology segments - relationships that can have a profound impact on making strategic business decisions.

Computer Systems and Peripherals

Computer Systems

Qient/Server Computing Worldwide

Advanced Desktop, Workstation, and

Qient/Server E)istribution Channels

Computer and Qient/Server Systems Europe

PC and Low-End Computer Servers Europe

UNIX and Open Systems Europe

Computer Systems Japan

Workstations

Advanced Desktop and Workstation Computing

Worldwide

Advanced Desktop and Workstation Quarterly

Statistics Worldzcide

Workstations Europe

Workstation Quarterly Statistics Europe

Personal Computing

Personal Computers Worldwide

European PC Strategic Service

European (PC) Market Update

Personal Computers Asia/Pacific

Online, Multimedia, and Software

Emerging Technologies

Multimedia Worldwide

Ordine Strategies Worldmde

Business Productivity

Qient/Server Software Worldioide

Personal Computing Software Worldwide

European Personal Computing Software

European Personal Operating Sj^stems

Services

Customer Services

Customer ServiceTrends North America

European Customer Services

Professional Services

Professional ServiceTrends North America

• Systems Integration and Applications

Development

• Consulting and Education

• Systems Management

Professional ServiceTrends: Vertical Market

Opportunities North America

DataQuest

PCMCIA Systems and Peripherals Worldwide

Mobile Computing Worldwide

PC Quarterly Statistics United States

European (PC) Quarterly Statistics

PC Quarterly Statistics Japan

PC Distribution Channels Worldwide

PC Distribution Channels Europe

Network E)istribution Channels Europe-Upgrade

PC Distribution Channels Quarterly Statistics

PC Tracking Services Asia/Pacific

Computer Storage

Removable Storage Worldwide

Optical Disk Drives Worldwide

Optical Disk Drives Europe

Rigid Disk Drives Worldwide

Rigid Disk Drives Europe

Tape Drives Worldwide

Tape Drives Europe

Graphics

Graphics and Displays Worldwide

Workgroup Computing Worldwide

European Workgroup Computing

Technical Applications

AEC and GB Applications Worldwide

Electronic Design Automation Worldvnde

Mechanical CAD/CAM/CAE Worldwide

CAD/CAM/CAE/GB Europe

CAD/CAM/CAE/GIS Asia/Pacific

European Professional Services

Sector Programs

System Services North America

European Desktop Support Services

Network Integration and Support Services North

America

European Network Integration & Support Services

Software Services North America

Strategic Service Partnering North America

1 9 9 5 R E S E A R C H P R O G R A M S

Document

Management

Emerging Technologies

Digital Documents North America

Coloui Products Europe

Copiers

Copiers North America

Copiers Europe

Semiconductors

S*

' # • * , .

Regional Markets

Semiconductors Worldmde

• Semiconductor Industry Snapshot

Semiconductors Europe

Semiconductors Asia/Pacific

Semiconductors Japan

Strategic Tracking Services

• China/Hong Kong

• Taiwan

• Korea

• Singapore

"^Products

ASICs Worldwide

ASICs Product Kjjnning Europe , a.

MemoriesWbr^i^d^

Memory PKjiduct Planning Europe

W

Facsimile

Facsimile North America

Printers

Printers North America

Printers Europe

Printer Distribution Channels Europe

Printer Tracking Services Asia/Pacific

Microcomponent Product Planning Europe

Discretes Product Planning Europe

Application Markets

Semiconductor Application Markets Worldwide

Semiconductor Application Markets Europe

Semiconductor Application Markets Asia/Pacific

Communications Semiconductors & Applications

PC Semiconductors a n d Applications

PC Teardown Anal3rsis

PC Watch Europe

Electronic Equipment Production Monitor Europe

Manufacturing

Semiconductor Equipment, Manufacturing, a n d

Materials Worldwide

LCD Multi-client Study

Pricing Trends

Semiconductor Procurement Worldwide

^ ^ t v ^ ^

Telecommunications Networking -' •

n NetworkingiNOrtrt-Awmcfl

• Local Area Networks North America * '

• Digital WANs NoKf/i America' "

• ModemsNort/iAmerica - • . ts

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• Asynchronotis Transfer Mode (ATM) Europe

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• ISDN Europe

• Modems Europe . .* - , ^

• Local Area Networks Europe ..^, „ . , H

• Private Digital WAN Europe

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Network Disfributipn^ChannelsjE^rop§i bs.'^fi;

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-;}'>roq .•'•' ^'^- VjOfts PitkSas^hg ?ifor(fr AwSerica'' r^xis •

--if'-RiSfU •' ' ^ ' * ^ * s * i Calls Centers NoriJi America

;'~,-y,-'.i'i/^l i - o q i T ^ •

' .^ jAi, .-^r • Premise Switdiing Systems Norffi America a - j s B o JK?.y5't-v^- • . . , ,.,

, Voice GojqnipvuBcatiorts Europe

» Voice Frocessins Europe

• Call Centres Europe

• Telephones Europe

• PBX/KTSSysteiqs Europe

Public

?^.

Public Network Equipment & Services

Worldwide'•''^^'^

PubUc N e t t » i ^ £ ^ p m e n t & Services

North America

• Public Network Equipment North America

• Public Network Services Nortt America

Public Network Equipment & Services Europe

Public Network Equipment Europe

'' • Public Network Services Europe

[Personal

,' Personal Comrmuiications North America

Personal Commtmications Europe

• Infrastructure and Services Europe

• Terminals Europe

Wireless Communications Europe

g,i ;x«''o:>I'lB^dteJfciestCatalyst

P'rd§rams id:

Cross Technology Insight for:

• Financial ServicePxpyidfita^ • -—•• — ~ ~ "

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• IS and^urchasing,pH(anizations

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• i - x e i •'•

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Central.amd; Eastern Europearf Mbrket^. . . ,^ 0^7 Information Technology Market Opportunities

• Printers. < ^••^ ' " „ • C h i n a • Latin America

• PayfttetCdrnpu'ters :-tm.o^ UcM '»'''!*i. Asia/Pacific

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' Chinfttu, Tokyo 104 United Nngdcm TU.I

Phone': (44) l494-«!2722

Fax (44) 1494-42SS4a

Japan

PW*ie: (81)3-55660411

Fax (81)3-556&0425

Munich

KronstadterStfa^e '

81677 Munich 80

Germany

Phone: (49)89-930-9090

di:

Fax (49)89-930-3277

Asla/^adflc

1/II Caiina Hong Kong Tower

8-12 Hennessy Road

Hong Kong

Phone: (852)527-7881

Fax (852)52CK)079

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Taiwan

31=, No. 87 Sung Chiang Road

Taipei

Taiwan, RO.C.

Phone: (886)2-509-5390

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AEC/GISi60ftrware feffi^eitts, Jl£eaLQ£JW«Fki- i^"' ^—^ ^'"^^™»"T^fepse/military

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User Sbidifts

Market Analysis

User Wants and Needs—GIS Brand SattsfacAlon: Dataquest will survey GIS system users and IS managers in North America to determine buyer satisfaction with factors including

GIS software features, training and technical support, system costs, iiwtaUation and configuration support, productivity gain^ and software reliability.

A\^kibte in the seeorMf tiuarter 9f 1995

GIS Market Trends: This report includes detailed analysis itom several perspectives on the forces driving the GIS niarket Trends and issvies, changing end-user requirOTnents, regiortal differences, and computer industry technology changes are discussed in relation to tlreir impact on GIS market djmamics.

Availabk in tfie tliird quarter of 1^5

AEC ^ GIS Market Statistics: This report provides the most reliable and comprehensive set of market data on AEC and GIS markets available. It contains hardware, software, and service forecasts and market share for worldwide AEC and GIS coii^>anies and applications.

Market share and forecast data are avaih^le for each of the subapfdication categories. A total of four reports are published each year. Two r^x>rts presenting market share and forecasts are published dtiring the first half of die year; these are updated during the second half of the year.

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1995, we will begin to articulate the opportunity for design and management of the growijig information superhighway. New data on network design in AEC cjombined with AM/FM data in GIS allow us to provide clients with a clear understanding of the opportuitity in design software for telecommunications and networks.

• Research Briefs—Aimlysis of industry news, mergers, announcements, and shows

• 'I • • — • » I I — ' ' ^ — I I j i i I I I I — » . . .

CompetitivB D3mamics publications recap key competitive strategies in AEC and GIS markets. Topics that will be covered in individual reviews include:

• Regulatory requirements such as OSHA1910 are creating new markets in AEC worldwide. This study analyzes the vendor race to sdl new solutions to owner/operators in North America and Europe.

• Another study will analyze GIS customer satisfaction winners from our aniuial CIS user sxurv^.

QuicKTakeS QuickTakes provides weekly summaries of the top news in the software, multimedia, and online information industries, accompanied by the "Dataquest Take." These documents are delivered electronically every Nfonday morning to AEC/GIS service clients at any e-mail box accessible via the Internet (incluibcig AppleLink, cc:Mail, ConrqniSarve, IBM Mail, MCI

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Weetdy deiivery v6i tlw Intenwt

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(408) 437-8000 Telex 171973 Fax (408) 437-0292

March 27,1995

Dear Dataquest CAD/CAM/CAE/GIS Client,

With a new database for our CAD/CAM/CAE/GIS data, we have also instituted new formats for our market share tables. Each book contains three types of tables: A, B, and

C. The CIS market also has one D table.

O Type-A tables focus on software growth and present three years' software revenue for the top 30 vendors in any given market segment. o Type-B tables are an alphabetical Hst of aU software vendors in a given application/region and present three years' software revenue. o Type-C tables focus on the 1994 market and present both revenue and shipment data for the top 30 vendors based on total factory revenue in the given market segment. Using type-C tables requires a clear understanding of Dataquest definitions, but we believe this format presents information frequently requested by cHents. o Type-D tables, which exist only for the CIS market, present three years' software content revenue. While we now follow these data providers, we do not include their revenue in the total software revenue.

In past years we have published only end-user shipment and revenue data; OEM revenue and shipments were excluded from aU statistics books. For example, for workstation vendors we listed only revenue and shipments made directly to end users.

Where workstation vendors shipped to CAD vendors, we reported that shipnient only for the CAD vendor. As a result, it was always possible to add line items in any given table to reach the total at the bottom. This practice continues with the type-A and type-B tables.

The disadvantage of this methodology is that it does not directly indicate the relative influence of the various workstation vendors; that is, those with significant OEM business appear to have smaller revenue. The type-C tables adopt our new approach of including OEM software revenue, CPU revenue, and shipments in market share tables.

As a result, the sum of vendors appears greater than the total. In fact, we keep careful track of OEM versus end-user revenue, and we do not count shipment or revenue more than once when calculating any total. Thus, all total market statements are correct, while individual vendor's data may include OEM revenue and shipments.

We also caution that summing revenue columns across the page may calculate to less than total factory revenue. In addition to software, CPU, and service revenue, we coxmt

> #

revenue from host-dependent terminals and peripheral devices sold in a turnkey sale, neither of which are detailed in type-C tables.

We appreciate your patience as we evaluate table formats that serve you better. Please contact me at 408-437-8135 with any suggestion for improvements. As always, custom tables are available via inquiry by calling Suzanne Snygg at 408-437-8124.

Sincerely,

Linda Anderson

CAD/CAM/CAE/GIS Market Research Analyst

DatacQiest

Perspective

AEC and GIS Applications Worldwide

Market Analysis

AEC CAD: European Trends

Abstract: After several years of high growth, the market for AEC CAD software in Europe

has come to a halt. The market grew just 6 percent to $417 billion during 1995 and will drop

1 percent in 1996 (growth rates based on ECU). The German economy has been slowing in

1996in particular the German construction industry, which is the main consumer of AEC

software in the European region, has come to a complete standstill. Dataquest expects that software revenue for architecture applications in the German-speaking region will drop nearly 11 percent in 1996. Also affected by a drop in the construction industry are France, the

United Kingdom, and the Netherlands. Other regions such as Italy, Spain, and Scandinavia are actually growing well again.

By Petra Gartzen

The European AEC Market at a Glance

The following points characterize the European CAD/CAM/CAE/GIS '% market in 1995:

• Overall, the European CAD/CAM/CAE/GIS market grew 17 percent to

$6.3 billion in total factory revenue in 1995. Calculated in European currency units (ECU), the market grew 6.6 percent.

• CAD/CAM/CAE/GIS software revenue increased 22 percent to $2.1 billion. Based on ECU, software revenue grew 11 percent.

• The largest application sector in Europe is the mechanical segment, possessing some 51.6 percent of the total European CAD/CAM/CAE/GIS software market. It was also the fastest-growing sector with 17 percent growth in 1995 based on ECU.

Dataquest

Program: AEC and GIS Applications Worldwide

Product Code: CAEC-WW-DP-9605

Publication Date: October 28,1996

Filing: Online, Multimedia, and Software

(For Cross-Technology, file in the Online, Multimedia, and Software binder.)

a

AEC and GIS Applications Worldwide

• AEC software revenue increased 15 percent to $322 million. Based on *

ECU, software revenue grew only 6 percent.

• European-based vendors generated 55.3 percent of the AEC software revenue, compared with 44.7 percent revenue from American-based vendors. The AEC software market is the only segment of the CAD/CAM/

CAE/GIS software market where European vendors dominate.

• PC-based software dominates the market, accotmting for 53 percent of

AEC software sales in 1995.

• The largest regional AEC market in 1995 was Germany, with $199 million in software revenue, representing nearly 48 percent of the total

European AEC software market.

Figures 1 and 2 provide a snapshot of the European CAD/CAM/CAE and

GK market as a whole and the AEC market in particular.

Western European Economic Prospects

The economic downturn that began in the second half of 1995 continued in the first half of 1996 and has been much more severe than originally anticipated—particularly in Germany and France, two of the key economic engines of Western Europe. While it is dangerous to regard Western

Europe as a single economy, as each coimtry is structurally very different, there are two common factors which lie behind the fall in growtii in the past

12 months. These factors will have a strong irifluence on tiie rate of growth in the years up to the millennium and beyond.

Figure 1

European CAD/CAM/CAE/GIS Software Market Portfolio

Percentage Growth (Local Currency) 1994-1995

35

30.

( )

Italy

25-

20-

15.

10-

5-

0.

Mec nanicai i

1

1 j*^>>jGerm any

)

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G I S / ^

c

> v

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-0

)

j Kinador n

Fn inceV ) ^fm'

^mm....

—\L

-^AEC

( )

(

110 220 330 440 550 660 770 880 990 1100

Millions of Dollars (1995)

Average

Market

Growth

11.8%

967217

Source: Dataquest (October 1996)

©1996 Dataquest October 28,1996

CAEC-WW-DP-9605

AEC and CIS Applications Worldwide

Figure 2

European AEC Market Snapshot

Revenue Growth 1994/1995 (Local Currency)

Software

Total

Percent

Top Five Market Leaders

(Software Revenue)

Autodesk, Nemetschek, lEZ-Speedikon

Intergraph, Bentley Systems

European Software Market Share

Software Revenue

Total Revenue

Haredware Units Shipped

$416.8 Million

$1,073 Million

100,360

European Companies' Share: 55.3%

B67218

Source: Dataquest (October 1996)

The first is the European Monetary Union. Signatory countries of the

Maastricht Treaty will struggle to meet the economic criteria laid down in this agreement. The agreement requires budget deficits to not exceed more than 3 percent of GDP, national debt to not exceed more than 60 percent, and inflation to not be more than 1.5 percent above the average of the three lowest inflation rates. Germany and France will find it particularly difficult to meet these criteria and will need to impose stricter spending controls if they are to meet the 1999 deadline. As two of the key economies in Europe, any decrease in investment will be felt in these countries. While it is highly likely that criteria will be interpreted less strictly than at first envisaged,

(recentiy a prominent German minister stated that "all agreements are open to interpretation") the effect of the economic packages that will need to be put in place will depress investment for at least the next three years.

The second is the cost of reunification to the German economy. Forecasts of the cost of reunification now look very low. There is some evidence that

GDP growth in former Eastern Germany is falling behind that of Western

Germany, which will prolong the process of reunification and escalate the cost yet further. For the German economy this means higher taxes, which will drive down consumption.

CAEC-WW-DP-9605

©1996 Dataquest October 28,1996

AEC and GIS Applications Worldwide

The German economy is pivotal in the fortunes of European prosperity as it is a major trading partner for many covmtries, particularly those geographically adjacent to it.

Looking more closely at individual coimtries, conditions in the German economy in particular are continuing to surprise many forecasters by their weakness: The German government recently suggested growth would be a mere 0.75 per cent this year, half the rate forecast three months ago. Private consumption remained disappointing in the second quarter and industrial investment was an especially weak point in the economic picture, with low capacity utilization and high costs and taxes combining with business uncertainty to hold back spending.

In France, GDP growth has gone from a 1.2 percent spurt in the first three months of 1996 back to almost zero growth in the second quarter. Most analysts expect consumer expenditure to remain subdued for the foreseeable future, owing to high taxes, concerns about job security, and the high rate of unemplojmient. The May monthly industrial survey conducted by

Insee, the French national statistics agency, suggests the outlook of professional equipment suppliers has taken a turn for the worse, with order books falling.

In the United Kingdom, the situation is more positive. A recent OECD report gave a largely favorable forecast for the U.K. economy, saying it believed the country would soon rebound from the recent slowdown amid a "favorable" inflation outlook. The OECD's broader optimism stems largely from the United Kingdom's recent labor market reforms and competition policy. It has also benefited from the devaluation of the pound two years ago, which has brought a competitive edge to the economy almost overnight. Growth is estimated be about 2 percent in 1996. Much of this growth can be attributed to domestic demand. Recent tax cuts, higher employment, and the maturation of a niunber of tax-exempt saving schemes have increased disposable incomes.

Both the Spanish and Italian economies continue to underperform. A key economic burden for Spain is its high level of unemployment, which according to official statistics, accounted for 22.3 percent of the working population in second quarter 1996. In Italy, weak domestic demand output is expected to continue throughout 1996.

In the Nordic region, Sweden, the largest economy, has performed badly in the first six months of 1996 while its smaller neighbors, Finland, Denmark, and particularly Norway, have performed well. Once again this is related to

Sweden's desire to join the EMU and the economic measures that have been implemented to achieve the requirements.

See Figures 3,4,5, and 6 for illustrations of these economic trends. These forecasts are based on the average of more than 20 forecasting bodies in each country. The trend is positive in almost all cases, beginning in the second half of 1996. The year 1997 is forecast to be a better year economically than 1996. These forecasts should be treated with some caution as the numbers have been constantly revised downward in the last nine months. As previously discussed, the economic cost of achieving European Monetary

Union may be high in the run up to 1999, and this will dampen growth. The precise degree that this will affect the European economy as a whole is unknown.

CAEC-WW-DP-9605 ©1996 Dataquest October 28,1996

AEC and GIS Applications Worldwide

Figure 3

Size of GDP for Major European Economies

y,^\ Spain

X \ {7%)

/ Nordic \

/ v (6%) \

/ Benelux >v \

/ (8%) ^ v \

Germany \

(28%) \

\ Italy /

\ (15%) /

\ France m

\ (19%) M

\ y United Kingdom \ ^W

\ ^ (15%) \ ^ ^

^ ^ ^

Source: Consensus Forecasts (Septemt)er 1996)

Figure 4

GDP Growth Forecast for the Major European Economies

9B7219

Netherlands Sweden France Germany

Source: Consensus Forecasts/Dataquest (Septemtier 1996)

CAEC-WW-DP-9605

©1996Dataquest

United

Kingdom eersso

October 28,1996

Figures

Public Deficit as Percent of GDP

AEC and GIS Applications Worldwide

Source: Consensus Forecasts/Dataquest (September 1996)

Figure 6

European Business Investment Growth Forecast

Percent

12.

10

8

6

4

-2

2

0

:^ImJj

Germany France

UK

i

Italy Netherlands Spain Sweden

m

1994

1995

1996

s

D

1997

967222

Source: Consensus Forecasts (September 1996)

October 28,1996

CAEC-WW-DP-9605

©1996Dataquest

AEC and GIS Applications Worldwide

The Continuing Impact of Currency Sliift

Fluctuating exchange rates once again masked the true market performance in the 1995 CAD/CAM/CAE and GIS market. European CAD/CAM/CAE and GIS software grew 22 percent from 1994 to 1995 when measured in U.S. dollars. The dollar depreciated more than 8 percent against the ECU, so

European CAD/CAM/CAE and GIS software revenue grew 11.8 percent from 1994 to 1995 when measured in ECU. Table 1 shows the U.S. dollar's performance over the last three years against the individual European currencies. Table 2 highlights the effect that the fluctuations in the dollar exchange rate had on the results of the European CAD/CAM/CAE/GIS market performance.

Looking ahead, currency fluctuations will continue to be felt in all global markets. The dollar has appreciated slightly during the early months of this year, so if we were to assume a stable currency for the remainder of this year, 1996 will end with the dollar appreciating nearly 3 percent against the

ECU. Although Dataquest does not forecast currency exdiange rates, we do forecast with the best information available. The exchange rate is calculated as the simple arithmetic mean of the 12 monthly average rates for each country. For the purpose of this forecast, Dataquest assumes that the

August exchange rate will remain stable in the future.

AEC CAD IVIarlcet by Individual Region

The AEC CAD software market grew just 6 percent based on ECU to

$417 million in Europe in 1995, and is expected to drop 1 percent to

$403 million in 1996.

European fiscal policy is focused on reducing the budget deficits to meet the targets for European monetary imion. This has a major impact on any sector relying on any kind of public investment, including the construction industry. Europe's construction markets are suffering from an unprecedented squeeze in investment in both the public and private sectors. The medium-term European economic and business climate is expected to continue to be subdued over the next few years. And increases in construction industry output are likely to lag rises in GDP and general inflation.

German construction, accounting for 25 percent of the total European construction workforce and 30 percent of all western European building and dvil engineering output, is forecast to drop nearly 6 percent this year, following a 4 percent drop in 1995. Falls of 1 percent to 3 percent are forecast this year for France, the United Kingdom, the Netherlands,

Austria, and Switzerland. On a more positive note, in Spain the building sector grew 5 percent in 1995 and is expected to increase by another 3 percent in 1996. TTie largest growth was in the private housing sector. But also the business and industrial sector came out of its long recession. Also, Italy and Scandinavia are showing an improvement in construction industry output for 1996. See Figures 7 and 8 for workforce distribution by industry sector in the various European countries.

Following the bad results in the overall construction industry, the market for AEC tools in Germany has come to a standstill following several years of high growth, spurred by redevelopment in the East. The first half of 1995 actually saw continuing growth in AEC; however, the building volume began to decline rapidly toward the end of the year. Worst hit is the private

CAEC-WW-DP-9605 ©1996 Dataquest October 28,1996

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Table 1

U.S. Dollar Exchange Rates for European Currencies

Country

Austria

Belgium

Denmark

Finland

France

Germany

Italy

Netherlands

Norway

Spain

Sweden

Swritzerland

United Kingdom

Europe

Currency

Schilling

Franc

Krone

Markka

Franc

D-Mark

Lira

Guilder

Krone

Peseta

Krona

Franc

Pound

ECU

Source: Dataquest (September 1996)

1993

11.65

34.67

6.49

5.73

5.67

1.66

1,577.85

1.86

7.11

127.87

7.82

1.48

0.67

0.8566

1994

11.4

33.66

6.35

5.21

5.54

1.62

1,609.34

1.82

7.04

133.48

7.7

1.37

0.65

0.8436

1995

10.06

29.42

5.59

4.37

4.97

1.43

1,628.21

1.60

6.33

124.40

7.14

1.18

0.63

0.77

Preliminary

Average

1996*

10.49

30.68

5.77

4.56

5.08

1.49

1,541.06

1.67

6.45

125.78

6.69

1.21

0.65

0.80

Projected

Rate

1997*

10.44

30.55

5.73

4.48

5.06

1.48

1,516.62

1.66

6.42

125.72

6.62

1.20

0.65

0.79

U.S. Dollar

Appreciation (%)

1993-1994

-2.1

-2.9

-2.2

-9.1

-2.3

-2.4

2.0

-2.2

-1.0

4.4

-1.5

-7.4

-3.0

-1.5

1994-199

-11

-12

-11

-16

-10

-11

1

-11

-10

-6

-7

-13.

-2

-8.

o

S cr

CD ro

CO

CO o o

-V

I

<o a> o en

Table 2

Software Revenue History and Forecast, All Operating Systems

European Revenue in U.S.$M

Mechanical

AEC

GIS/Mapping

EDA

All Applications

1993

785

319

229

236

1,569

1994

1995

851

362

259

250

1,722

1,084

417

321

277

2,099

1996 1997 1998

1,204

403

350

304

2,261

1,294

416

394

335

2,438

1,376

455

447

366

2,644

1999

1,493

502

497

391

2,883

2000

Growth

Rate (%)

1994-1995

1,642

543

550

428

3,163

27

15

24

11

22

0.86 0.84 0.77 0.80 0.79 0.79

0.79

Exchange Rate, ECU/U.S. $

§ i

I

European Revenue in ECU M

Mechanical

AEC

GIS/Mappir^

EDA

All Applications

Source: Dataquest (September 1996)

672

274

196

202

1344

718

305

219

211

1,453

838

322

248

214

1,624

959

321

279

242

1,800

1,020

328

311

264

1,922

1,085

359

352

289

2,085

1,177

395

392

308

2,272

1,294

428

433

338

2,493

0.79

17

6

14

1

12

10

AEC and GIS Applications Worldwide

Figure 7

Percentage of Workforce by Industry Sector

Percentage of Workforce

100

I I 1 1 \ r

Germany UK France Italy Spain Benelux Nordic

m

others

m

Comnnunity, Social,

Personal Services

m

Finance, Insurance,

Business Services

Transport, Storage,

Communications

m

Wholesale/Retail,

Restaurants, Hotels

Construction

^

D

S

Electricity, Gas, Water

Manufacturing

^

Mining/Quarrying

Agriculture/Forestry

967223

Source: European Marketing Pocket Book 1996, NTC Publications Ltd

Figure 8

Construction Industry—Percentage of Workforce by Region

Source: European Marketing Pocket Book 1996, NTC Publications Ltd

CAEC-WW-DP-9605 ©1996Dataquest

October 28,1996

AEC and GIS Applications Worldwide

building sector in west Germany. The decline has a knock-on effect on sectors depending on this industry. It means that more building planners and contractors are bidding for fewer projects, which is driving prices for planning work down. So even companies that are successful in winning the few projects that are around generate less revenue from these projects. This in turn means there is less money available for FT projects, which are being either scaled down or put on hold. Austria and Switzerland, whose industries are quite closely linked to Germany's, are facing a very similar situation in the construction/building sector. Dataquest expects that solutions for architecture applications in ttie German-speaking region will show nearly 11 percent negative growth in 1996. As Germany plays such a dominant role in the AEC market—the country has a 48 percent share of the total

European AEC CAD software market—this will drag down the overall

European growth for AEC. See Figures 9 and 10 for performance of AEC

CAD software in the various European regions.

Contrary to the other technical applications, among the top 10 Europeem

AEC software vendors, six are European companies. This can partly be attributed to the fact that most architects started using CAD tools later than other industry sectors. By then, especially in Germany, a large number of local software houses were already specializing in this sector. A local vendor's product is optimized to the local design regulations and attitudes and it takes a while until foreign vendors can catch up on this front. And as local companies have developed special AEC solutions for AutoCAD, this trend has helped Autodesk to gain a dominant position in the AEC CAD software market also in Europe, and this position is solidifying. Currently the company holds 21 percent of the software revenue market, with Nemetschek well behind at nearly 16 percent market share. Intergraph's AEC revenue is made up of several product lines, while nearly all of Autodesk's market position is built on AutoCAD. Thus, the AutoCAD product holds an even stronger position than Autodesk's market share would indicate.

Figure 9

European AEC Software Market Portfolio

Percentage Growth (Local Currency) 1994-1995

(18 - ~

CJ"H

4 0 -

3 2 -

2 4 -

1 6 -

8 -

0 -

-fl_

m

other El irope

Gerrr any

h

s

Average

Market

Growth

11.8%

Millions of Dollars (1995)

987 225

Source: Dataquest (September 1996)

CAEC-WW-DP-9605 ©1996 Dataquest

October 28,1996

11

12

Figure 10

European AEC Software Revenue Forecast by Country

Millions of Dollars

250-

AEC and GIS Applications Worldwide

UK

Italy

Germany

France

50-

\ 1 1 1 1 1

1993 1994 1995 1996 1997 1998 1999 2000

Note: Percent growth is based on growth rates calculated in local currency,

Source: Dataquest (September 1996)

96722E

European AEC CAD by Component

The share of software revenue of the total revenue for AEC CAD applications has increased at the expense of hardware revenue. This trend is expected to continue in the future as the average selling prices (ASPs) of hardware decrease at a faster rate than those for software (see Figiure 11).

The drop in hardware ASPs can be attributed largely to a move from UNIXbased applications toward NT-based ones.

AEC CAD Market by Platform

The AEC market segment is dominated by PC-based solutions, not only in terms of unit shipments, which accoxinted for 86 percent of all seats shipped in Europe throughout 1995, but also in terms of software revenue, which accounted for 53 percent of the total European AEC software revenue (see

Figures 12 and 13). Of the 390,000 AEC seats installed in Europe at the end of 1995,323,000 of them were PCs—5.5 times more than the 58,000 UNIX seats installed. Process plant design is the only application with a substantial user base with UNIX seats.

The move from UNIX to Windows NT picked up steam in 1995, with AEC software revenue for the NT platform showing a 228 percent growth rate, while revenue for UNIX-based applications dropped 19 percent (growth based on ECU). The driving force behind the move toward NT in the AEC

CAD market sector is Intergraph. Intergraph's NT stance has forced its competitors to follow suit and now all Sie major AEC software companies support NT as well as Windows and/or UNIX. As happened in North

America, UNIX in AEC will decline and NT will take over.

CAEC-WW-DP-9605

©1996 Dataquest

October 28,1996

AEC and GiS Applications Woridwide

Figure 11

European AEC Revenue Comparison by Component

1993 1995

13

esTZf?

Source: Oataquest (September 1

Figure 12

European AEC Software Revenue Forecast by Platform

Millions of Dollars

600

200

1 0 0 -

1 1 1 1 1 1

1993 1994 1995 1996 1997 199S 1999 2000

Source: Dataquest (September 1996)

m

Host

s

1 3

PC

NT/Hybrid

UNIX

967228

October 28,1996

CAEC-WW-DP-9605

©1996 Dataquest

14

AEC and GIS Applications Worldwide

Figure 13

European AEC Hardware Seat Installed Base by Platform

Source: Dataquest (September 1996)

Dataquest Perspective

I The European AEC CAD industry is very much dependent on the situation

/ in the construction industry, which in turn is very dependent on public investment. This can vary greatly by country, but as Germany holds such a

\ dominant position in this industy, any problems tiffecting this market will

I influence Ihe performance of AEC CAD in Etirope as a whole. We expect to f see relatively low growth in Europe for AEC CAD tools from the public

I sector. Public sector spending in most European countries will remain subdued in order to diminish the large public deficits in preparation for Euro-

Y pean Monetary Union.

Dataquest

A Gartner Group Company

For More Information...

Petra Gartzen, Industry Analyst (Oil) 44-1494-422722

Internet address [email protected]

Via fax (Oil) 44-1494-422742

The content of this report represents our interpretation and analysis of information generally available to the public or released by responsible individuals in the subject companies, but is not guaranteed as to accuracy or completeness.

It does not contain material provided to us in confideitce by our clients. Reproduction or disclosure in whole or in part to other parties shall be made upon the written and express consent of Dataquest.

01996 Dataquest—Reproduction Prohibited

Dataquest is a registered trademark of A.C. Nielsen Con^ny

DataQuest

\

User and

Distribution

Studies

A E C and G I S Applications W o r l d w i d e

End-User Analysis

The European GIS Users: A Very Unhappy Lot

Abstract: Dataquest conducted an in-depth survey of European GIS end users during the

second and third quarters of 1995 to better understand the issues of this end-user environment. This document highlights some of the study's findings, identifying the best opportunities for GIS vendors and users. More detailed findings will be discussed in a forthcoming full

Dataquest report.

By Kathryn Hale

Key Findings

The initial findings of the survey include:

• Standards are key to successful implementation of a GIS. Companies that used the standards defined by the mapping agencies were the ones that showed the best progress on GIS.

• Users believe that the three most important considerations in choosing a

GIS vendor are:

Q Product features and functions

Q Reliable, bug-free software a Database and modeling capabihty

• Overall users' satisfaction on these three most important indicators falls considerably short of customer desire.

• The issue of unreliable, buggy software represents a key area requiring attention; the gap between what users want and what they are getting is largest on this indicator.

Dataoyest

Program: AEC and GIS Applications Worldwide

Product Code: CAEC-WW-UA-9501

Publication Date: December 18,1995

Filing: User and Distribution Studies

AEC and GIS Applications Worldwide

Methodology

Dataquest developed a survey that was mailed directly by Dataquest to the

GIS vendors and by Geolnformation International this summer.

Respondent Profiles

Figure 1 shows that 43 percent of the 924 respondents came from government and 17 percent from utilities and telcommunications. Both sectors represent bastions of traditional GIS and A M / F M development. Table 1 outlines the respondents by industry. Respondents reflect the typical installed base of each product. A R C / INFO enjoys a strong installed base in the government sector; FRAMME's and Smallworld's stronghold lies in utilities. The SICAD line is evenly distributed among government and utilities, while MicroStation dominates the services installations.

Germany and the United Kingdom lead the pack by far (see Figure 2). The strong bias toward U.K. users was partly generated by Geolnformation's mailing list of Mapping Awareness readers.

Standards Breed Success

Respondents use a variety of standards, and many organizations had multiple standards. In Figure 3 we compare their success with GIS (based on the statement "my organization's progress with GIS has been excellent") with their responses to standards used. The least successful group is organizations that have no standards, or cannot name them. Naming a specific vendor as the source of standard brought more success, and the highest level of success was earned by sites that mentioned specific national mapping standards. That is, the more specific the respondents were in terms of

Figure 1

R e s p o n d e n t s b y Industry

/

Telecoms (2%)-

CAEC-WW-UA-9501

Source: Dataquest (September 1995)

©1995 Dataquest Incorporated

3S0S24Z

December 18,1995

o

<l> o

CD

3 cr n>

oo

CO

CO

en o

> m o to

CXI

o

©

CO

CO

tn o

ft*

Table 1

Respondents' Primary Business, by Product Used (Percentage)

Govertimenl

(Central)

Government (Local)

Tola] Utilities

Services (Consulting/

E>£?sign/ Ser V ice

Bureau)

Total

Sample

(N = 883)

16

26

18

17

Education/ Research

Transportation

Chemicai/Petroleum

Map Publisher

Mining

11

2

2

1

1

Forestry

Other Private Sector

1

5

Source:Dataquest (September 1995)

ESRI

ARCyinfo.

(N = 189)

22

25

4

15

19

1

2

6

1

3

2

ARCCAD/

ARCView

PC-ARCyinfo.

N = (90)

Intergraph

MGE

(N = 80)

38 25

Micro-

Station

(N = 55)

20

Intergraph

FRAMME

(N = 22)

0

10

12

14

20

2

1

0

0

0

2

28

13

13

9

3

4

1

4

0

3

4

24

33

7

4

0

2

0

0

7

0

77

14

5

0

5

0

0

0

0

SNI-

SICAD

(N = 72)

24

Maplnfo

(N = 34)

35

AutoCAD

( N = 3 1 )

Smallworld

GIS

(N = 28)

23 14

Sysdec

G

(N = 2

6

26

28

19

3

0

0

0

0

0

0

9

6

18

0

3

6

0

0

0

24

3

29

26

10

3

3

3

0

0

0

14

50

11

0

0

0

0

0

0

11

—^

T3

O

cc

Q.

Figure 2

R e s p o n d e n t s b y Country

Others (2%)

Rest of Southern Europe (4%) •

Eastern Europe (1%)

Central Europe (6%)

Austria (3%)

Italy (3%)

Switzerland (3%)

AEC and 6IS Applications Worldwide

Source: Dataquest (September 1995) standards, the more successful they were (sites mentioning national mapping standards could also include n\entions of DXF, among others). Thus we conclude that "standards breed success."

Poor Maintenance

Maintenance is rarely interesting; most of us would rather create than clean u p . However, no user or vendor can afford to overlook the fact that successful sites have a working data maintenance program, and troubled sites do not. We suspect many systems have been sold with scant attention paid to early implementation of a maintenance program. The high ranking of maintenance in Figure 4 is a clear mandate to any site in trouble to allocate a higher portion of investment in maintenance.

We also found that users tend to blame the GIS software for the lack of success with GIS. Troubled sites were much more likely to replace their existing GIS software than successful sites (see Figure 5). Rather than address organizational problems that are typically at the root of failure, users are going for the easier option of trying to solve the problem with new software.

CAEC-WW-UA-9501 ©1995 Dataquest Incorporated

December 18,1995

AEC and GIS Applications Worldwide

Figures

Standards Breed Success

National Map Standards

ARC/1 nformatlon

^ ^ ^ ^ ^ ^ ^ ^ ^ ^ ^ ^

^ ^ ^ ^ ^

^

^ ^

^^^^^^^^^M^

- 1 1 1 r—

60 70 80 90 100

Percent

^ Strongly Agree ^ May or May Not Agree

Strongly Disagree

[~] Somewhat Agree B Somewhat Disagree

950S244

Source: Dataquest (September 1995)

Figure 4

Agreement with the Statement "We Have Figured Out How to Handle Maintenance"

Successes (N = 100)

Troubled (N = 242)

1 1 1 1 1 1 1 1—

10 20 30 40 50 60 70 80 90 100

Percentage of Respondents

Strongly Disagree ^ Strongly Agree ^ May or May Not Agree

I I Somewhat Agree ^ Somewhat Disagree

9505245

Source: Dataquest (September 1995)

CAEC-WW-UA-9501

©1995 Dataquest Incorporated December 18.1995

AEC and GIS Applications Worldwide

Figure 5

Likelihood of Changing Vendor

Successful (N = 101)

Troubled (N = 227)

^ Very Likely

1 r

30 40 50 60 70

Percentage ot Respondents r\] May or May Not

Not At All Likely

100

• Somewhat Likely I Not Very Likely

Source: Dataquest (September 1995)

Customer Satisfaction

We asked users to rate their satisfaction with their GIS in 14 key areas of product features and vendor services, and to rate the importance they place on those key indicators, using a five-point scale. Results are listed in

Table 2; this same data is illustrated in Figure 6.

Table 2

Ixaportance/Satisf action Gap Analysis (Mean Responses)

Importance Satisfaction Gap

Product Features and Functions

Reliable, Bug-Free Software

Database and Modeling Capability

Provides Access to the Data We Want to Use

Vendor Is Responsive to Our Needs

Product Is Easy to Learn and Use

Compatibility with Existing Computers

Integration with Other Software

Vendor Is Flexible

Product Performance in a Demanding Environment

Product Based on Open, Nonproprietary Database

Share Data Created for Different Purposes or Built on Different Systems

Vendor Offers Better Methodology and Expertise

Low Cost

4.10

4.04

4.03

3.98

3.94

3.94

3.75

3.59

Notes:

1. A negative gap number indicates a satisfaction deficit.

2 Ratings based on 5-point scale: 1 = not at all satisfied or important, 5=extremely satisfied/important

Source: Dataquest (September 1995)

4.54

4.50

4.33

4.25

4.24

4.12

3.65

3.25

3.44

3.53

3.26

3.13

3.54

3.11

3.18

3.30

3.36

3.19

3.35

2.84

-0.89

-1.25

-0.89

-0.72

-0.98

-0.99

-0.56

-0.93

-0.85

-0.68

-0.58

-0.75

-0.40

-0.75

CAEC-WW-UA-9501

©1995 Dataquest Incorporated

Deceniiber 18,1995

AEC and GIS Applications Worldwide

Figure 6

Importance verstis Satisfaction for A l l R e s p o n d e n t s

Better Methodology

Low Cost

Feature/Function

5 Bug-Free

Database/Modeling

Share Data Access to Data

Based on Open Database

Vendor Responsive

Performance

Ease of Use

Compatible with Existing Computers

Vendor Is Flexible

Integration with Other Software

Importance Satisfaction

9S052*'

Source; Dataquest (September 1995)

All users value product features and functions most highly (with an average importance of 4.54), followed by bug-free software. Users are not getting everything they want in product features (with an average satisfaction of 3.65, and an average gap of 0.89) and software quality, which showed by far the biggest gap with 1.25.

Unfortunately, overall user satisfaction in the three most important variables—product features and functions, bug-free software, and database modeling —fall short of customer desire. Combined with the low satisfaction scores of "vendor responsiveness" and "ease of use and learning," these results offer vendors plenty to work on. European GIS users appear much less satisfied than users in North America that we previously polled.

Recommendations

Dataquest's recoirunendations are as follows:

• Users should not try to build a GIS without also building a data maintenance program and data standards.

CAEC-WW-UA-9501 ©1995 Dataquest Incorporated

December 18,1995

AEC and GIS Applications Worldwide

Key features and services that matter to experienced users have been identified. New users can use these indicators to develop their guidelines for purchase; vendors can use them to make informed decisions regarding where to enhance their offerings.

Vendors should focus product enhancements on the important indicators where customers place high value and satisfaction falls short: product features and functions, software quality, and database and modeling capabilities.

For More Information...

Kathryn Hale, Senior Industry Analyst (408) 468-8407

Internet address [email protected]

Via fax (408) 954-1780

The content of this report represents our interpretation and analysis of information generally available to the public or released by responsible individuals in the subject companies, but is not guaranteed as to accuracy or completeness.

It does not contain material provided to us in confidence by our clients. Reproduction or disclosure in whole or in

U d l S Q U C S l part to other parties shall be made upon the written and express consent of Dataquest

, ©1995 Dataquest Incorporated—Reproduction Prohibited

B3 TheOun&BiadstreetCorpoiation Dataquest is a registered trademark of A.C. Nielsen Company

DataQuest

European CAD/CAM/CAE/GIS

Market Trends

Program: CAD/CAM/CAE/GIS Europe

Product Code: CCAM-EU-MT-9501

Publication Date: December 4,1995

Filing: Market Analysis

European CAD/CAM/CAE/GIS

Market Trends

Program: CAD/CAM/CAE/GIS Europe

Product Code: CCAM-EU-MT-9501

Publication Date: December 4,1995

Filing: Market Analysis

European CAD/CAM/CAE/GIS

Table of Contents

Page

1. Report Overview 1

Methodology 1

2. Executive Summary 3

Major Trends and Issues 3

The Market 3

3. Trends Analysis 5

European Economy 5

European End-User Industries 8

Eastern Europe 9

The Continuing Impact of Currency Shift 12

4. Market Analysis 15

The European C A D / C A M / C A E / G I S Market 15

C A D / C A M / C A E / G I S Major Global Trends 18

Technology 18

Indispensability 18

Late Buyers 18

Desktop Dominance 19

Unbundling of Software 19

Replacement Market 19

European Market Development by Component 19

Changing Distribution Models 20

Operating Systems 21

Major Market Segments 21

Mechanical 23

AEC 26

GIS 30

EDA 33

Appendix A—European C A D / C A M / C A E / G I S Market Statistics 37

Appendix B—Methodology 55

CCAM-ELI-MT-9501 ©1995 Dataquest Incorporated December 4,1995

CAD/CAM/CAE/GIS Europe

List of Figures

Figure Page

3-1 GDP Growth by European Country 6

3-2 Government Budget Balances 7

3-3 Industrial Production Growth by European Country 7

3-4 Business Investment Growth by European Country 8

3-5 European Car and Production Forecast 10

3-6 European New Car Sales Forecast 10

3-7 Building/Construction Industry Output 11

4-1 Worldwide C A D / C A M / C A E / G I S Software Market

Development by Region 15

4-2 European C A D / C A M / C A E / G I S Software Market Portfolio 16

4-3 European C A D / C A M / C A E / G I S Market Snapshot 17

4-4 Average C A D / C A M / C A E / G I S Market Development by

Component 19

4-5 European C A D / C A M / C A E / G I S Revenue: Direct versus Indirect

Sales Charmels 20

4-6 European C A D / C A M / C A E / G I S Software Revenue by Operating

System 22

4-7 European C A D / C A M / C A E / G I S Software Revenue Distribution by Application 22

4-8 European C A D / C A M / C A E / G I S Software Market Development by Application 23

4-9 1994 European Mechanical C A D / C A M / C A E Software Market

Portfolio 24

4-10 European Mechanical C A D / C A M / C A E Software Market

Development by Region 25

4-11 Mechanical C A D / C A M / C A E Software Market Development by Platform in Europe 26

4-12 European AEC Software Market Portfolio 28

4-13 European AEC Software Market Development by Region 29

4-14 AEC Software Revenue Forecast by Platform in Europe 29

4-15 1994 European GIS Software Market Portfolio 31

4-16 European GIS Software Market Development by Region 31

4-17 GIS Software Revenue Development by Platform in Europe 32

4-18 1994 European EDA Software Market Portfolio 33

4-19 European EDA Software Revenue Development by Region 35

4-20 EDA Software Revenue Forecast by Platform in Europe 35

4-21 European Electronics Production versus Design 36

B-1 C A D / C A M / C A E / G I S Market Database 55

B-2 C A D / C A M / C A E / G I S Forecasting Model 58

CCAM-EU-MT-9501 ©1995 Dataquest Incorporated December 4,1995

European CAD/CAM/CAE/GIS

List of Tables

Table Page

3-1 Dollar Exchange Rate Changes by European Country 13

4-1 Top 10 CAD/CAM/CAE and GIS Software Vendors' Size and

Growth in Europe 18

4-2 Top 10 Mechanical CAD/CAM/CAE Software Vendors' Size and Growth 24

4-3 Top 10 AEC Software Vendors' Size and Growth 27

4-4 Top 10 GIS Software Vendors' Size and Growth 32

4-5 Top 10 EDA Software Vendors Size and Growth 34

A-1 1994 CAD/CAM/CAE/GIS Total Vendor Market Share Update

Top 30 Revenue and Shipments Vendors, Europe, All

Operating Systems, All Applications 37

A-2 1994 CAD/CAM/CAE/GIS Total Vendor Market Share Update

Top 30 Revenue aind Shipments Vendors, Europe, UNIX, All

Applications 38

A-3 1994 CAD/CAM/CAE/GIS Total Vendor Market Share Update

Top Revenue and Shipments Vendors, Europe, Windows

NT/Hybrid, All Applications 39

A-4 1994 CAD/CAM/CAE/GIS Total Vendor Market Share Update

Top 30 Revenue and Shipments Vendors, Europe, Personal

Computer, All Applications 40

A-5 1994 CAD/CAM/CAE/GIS Total Vendor Market Share Update

Top Revenue and Shipments Vendors, Europe, Host/

Proprietary, All Applications 41

A-6 1994 CAD/CAM/CAE/GIS Total Vendor Market Share Update

Top 30 Mechanical CAD/CAM/CAE Companies, Europe, All

Operating Systems 42

A-7 1994 CAD/CAM/CAE/GIS Total Vendor Market Share Update

Top 30 AEC CAD Companies, Europe, All Operating Systems.... 43

A-8 1994 CAD/CAM/CAE/GIS Total Vendor Market Share Update

Top 30 GIS Companies, Europe, All Operating Systems 44

A-9 1994 CAD/CAM/CAE/GIS Total Vendor Market Share Update

Top 30 EDA Companies, Europe, All Operating Systems, EDA... 45

A-10 1994 CAD/CAM/CAE/GIS Total Vendor Market Share Update

Top 15 CAD/CAM/CAE/GIS Companies, Benelux, All

Operating Systems 46

A-11 1994 CAD/CAM/CAE/GIS Total Vendor Market Share Update

Top 15 CAD/CAM/CAE/GIS Companies, France, All Operating

Systems 47

A-12 1994 CAD/CAM/CAE/GIS Total Vendor Market Share Update

Top 15 CAD/CAM/CAE/GIS Companies, Germany, All

Operating Systems 48

A-13 1994 CAD/CAM/CAE/GIS Total Vendor Market Share Update

Top 15 CAD/CAM/CAE/GIS Companies, Italy, All Operating

Systems 49

CCAM-EU-MT-9501 ©1995 Dataquest Incorporated December 4,1995

iy CAD/CAM/CAE/GIS Europe

List of Tables (Continued)

Table Page

A-14 1994 C A D / C A M / C A E / G I S Total Vendor Market Share Update

Top 15 C A D / C A M / C A E / G I S Companies, Scandanavia, All

Operating Systems 50

A-15 1994 C A D / C A M / C A E / G I S Total Vendor Market Share Update

Top 15 C A D / C A M / C A M / G I S Companies, Spain, All Operating

Systems 51

A-16 1994 C A D / C A M / C A E / G I S Total Vendor Market Share Update

Top 15 C A D / C A M / C A E / G I S Companies, United Kingdom,

All Operating Systems 52

A-17 1994 C A D / C A M / C A E / G I S Total Vendor Market Share Update

Top 15 C A D / C A M / C A E / G I S Companies, Rest of Europe, All

Operating Systems 53

CCAM-EU-MT-9501 ©1995 Dalaquest Incorporated December 4,1995

Chapter 1

Report Overview,

The European C A D / C A M / C A E / G I S 1995 Market Trends book presents the results of Dataquest's research and analysis in the 1994 European

C A D / C A M / C A E / G I S market. The remainder of this report is divided into the following chapters:

• Chapter 2, "Executive Summary": An overview of the major findings of the report

• Chapter 3, "Trends Analysis": Definitions, discussions, and analyses of the major trends and issues driving the market

• Chapter 4, "Market Analysis": An analysis of Dataquest's 1994 European market survey results, by region and application

• Appendix A, "European C A D / C A M / C A E / G I S Market Statistics":

Tables from Source: Dataquest market share used in reference in the text of the document

• Appendix B, "Methodology": Market definitions

Methodology

The market and trends analysis is based upon many years of industry experience in the C A D / C A M / C A E / G I S group. We use the results of primary research to define, measure, and estimate the significant parameters of the market. Vendor- and user-based surveys are conducted to gain further insight into significant market dynamics. First-hand discussions with end users, investors, and vendors are used to verify assumptions and to check analysis results.

Project Analyst: Petra Gartzen

CCAM-EU-MT-9501 ©1995 Dataquest Incorporated

Chapter 2

Executive Summary

A big comeback story occurred in the European CAD/CAM/CAE/GIS market, with the region posting double-digit growth in 1994 after a few years of downturn. The market grew 12.1 percent to $1.8 billion during

1994 and it is poised for even higher growth in the near future. This is partly due to better economic output, but also due to the fact the European

CAD/CAM/CAE-user community began a major restructuring of its

CAD tool investment in 1994 that is set to continue into the near future.

The European CAD/CAM/CAE/GIS market, which represented the world's largest regional market for this segment in terms of total revenue and software revenue until the beginning of 1993, suffered a setback in

1993 and lost its leading position. During 1994 some of this loss in market share was recovered. Tlie region accounted for 34 percent of total CAD/

CAM/CAE/GIS product sales in 1994 and 33 percent of software revenue.

More details can be found in Chapters 3 and 4.

Major Trends and Issues

Major trends and issues include the following:

The broadening and strengthening of recovery in the European economies marked the end of the long and unusually severe downturn of recent years. All major European economies began a return to positive gross domestic product (GDP) growth in 1994.

Car production and sales figures in Europe are on the rise, and the outlook for the European industrial-machinery sector has improved sharply.

The major European end-user industries are undergoing significant changes that will affect CAD/CAM/CAE/GIS sales in the various industries in one way or another.

The coveted aerospace and automotive accounts continue to change hands at the expense of established players.

Dataquest believes central and eastern Europe are major growth areas for CAD/CAM/CAE/GIS tools. Privatization and the formation of new companies are key drivers in these regions.

The dollar depreciated slightly against European currencies in 1994; this had a positive impact on dollar revenue growth in the European countries.

The Market

The following bullet points characterize the European CAD/CAM/CAE/

GIS market in 1994:

• Overall, the European CAD/CAM/CAE/GIS market grew 9.1 percent to $5.6 billion in total factory revenue in 1994. Calculated in European

Currency Units (ECU), the m.arket grew 7.4 percent.

CCAM-EU-MT-9501 ©1995 Dataquest Incorporated

CAD/CAM/CAE/GIS Europe

C A D / C A M / C A E / G I S software revenue increased 12.1 percent to

$1.8 billion. Based on ECU, software revenue grew 10.4 percent.

U.S.-based vendors shipped 63.2 percent of the C A D / C A M / C A E / G I S software revenue, compared with 36.2 percent generated by European vendors; however, several leading products sold by U.S. vendors are being developed in Europe.

The top 10 European C A D / C A M / C A E / G I S software market share rankings remained fairly stable through 1994. The group accounted for

49 percent of the total in 1993 and 50 percent in 1994; this translates to a

$911.3 million gain in revenue.

UNIX-based software still dominates the market, accounting for 68 percent of C A D / C A M / C A E / G I S software sales in 1994.

The proportion of service revenue continues to increase.

The largest regional market in 1994 was Germany, with $685 million in software revenue, representing nearly 38 percent of the total European

C A D / C A M / C A E / G I S software market.

The largest application sector in Europe is the mechanical segment, having some 48 percent of the total European C A D / C A M / C A E / G I S software market.

The fastest-growing segment in 1994 was AEC, with 15 percent software revenue growth.

CCAM-EU-MT-9501 ©1995 Dataquest Incorporated December 4,1995

Chapters

Trends Analysis

European Economy

The big comeback in 1994 occurred in Europe. After several years of gloom in the European economies, we are finally seeing light at the end of tine tunnel. All major European economies began a return to positive gross domestic product (GDP) growth in 1994, and GDP is expected to remain stable for the foreseeable future. This growth will in turn likely lead to increased industrial production. Such improved economic indicators are instilling more confidence in industry sectors, and businesses are expected to substantially increase their investment in manufacturing for the remainder of 1995 and throughout 1996. In particular, car production and sales figures in Europe are on the rise and the outlook for the European industrial machinery sector has improved sharply.

After a low point toward the end of 1993, industrial output turned positive for the first time since early 1991. Revival of activities is feeding into property values, and they appear to be leveling out after their steep, severalyear decline. Also, tiie decline in manufacturing investment intentions across most of Europe came to a halt in 1994 after several down years.

Investment is expected to show good growth in 1995 and to continue improving in 1996. Although the outlook for the next few years is much better than it has been of late, the continuing high deficits in the public sectors of the industrialized nations have contributed to declining government investment in many countries. Unemployment, Europe's big problem, will drop only with fundamental labor market reforms. More liberalization of markets is needed. Exports will play an important role in a general economic recovery in Europe, and the signs for this are good as the Pacific Rim countries and China step u p their investment.

Looking at the emerging markets of central and eastern Europe, it becomes evident that those former communist countries (the Baltic states, the Czech Republic, Hungary, Poland, the Slovak Republic, and Slovenia) that implemented market reforms are now growing or appear on the threshold of recovery, and their prospects for continued growth are good.

But enormous difficulties must still be faced over structural reform in

Russia and the Ukraine, where output remains in severe decline, and it may well be several years before the decline in those countries bottoms out.

Following are a set of figures showing the major economic indicators for the various European countries (see Figures 3-1, 3-2, 3-3, and 3-4).

CCAM-EU-MT-9501 ©1995 Dataquest Incorporated

CAD/CAM/CAE/GIS Europe

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Trends Analysis

Figure 3-2

Government Budget Balances (Percentage of GDP)

Percentage of GDP

n

France

-2 J

Germany

-4-,

Italy

^ —

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- 8 -

\ ^'Sr^:-'''*^

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19

91 1992 1993 1994

1995 1996 1997

1998 1999 2000

Sweden

S506302

Source: Consensus Forecasts

Figure 3-3

Industrial Production Growth by European Country (Percent)

Percent Growth

1991

Germany

1992

United

Kingdom

Netherlands

H 1993 • 1994

Sweden

1995 [m 1996

Source: Consensus Forecasts

CCAM-EU-MT-9501 ©1995 Dataquest Incorporated December 4,1995

Figure 3-4

B u s i n e s s Investment G r o w t h b y European Country (Percent)

Percent Growth

CAD/CAM/CAE/GIS Europe

-20

France Germany Italy United Netherlands

Spain

Kingdom

1991 1992 H 1993 n 1994

Sweden

1995 Q]] 1996

96063W

Source: Consensus Forecasts

European End-User Industries

All the major European end-user industries have been undergoing profound changes for a number of years that have had a significant effect on the growth rates for the various applications of the C A D / C A M / C A E / G I S industry. The following bullet points and accompanying figures provide a snapshot of what has happened in these end-user industries:

CCA1\/I-EU-MT-9501

• Like the industry worldwide, the aerospace sector was hit by the coincidence of a sharp recession in civil aviation and drastic cuts in defense spending, as governments sought to reap the dividends of the end of the Cold War. Europe could lose its access to a vast area of vital high technology if it allows the aerospace sector to be marginalized. European governments must be prepared to back the industry with indirect support—through defense spending and subsidies for research and development—as the U.S. government does for its aerospace manufacturers.

• The electronics industry in Europe, from computers to semiconductors to consumer electronics, is troubled. The only highlight is the telecommunications sector. It is booming and investing in information technology (IT).

• Power-generating equipment producers are currently prospering from growing demand in the western world for new, cleaner generating methods. In eastern Europe, there is likely to be plenty of work for western companies retrofitting Soviet-designed nuclear power stations. The heavy capital investment required to rebuild eastern Europe's industries and businesses, along with tihe continuing investment need in western

Europe, should get the machinery sector moving.

©1995 Dataquest Incorporated December 4,1995

Trends Analysis

The transportation industry in Europe offers good growth potential for

C A D / C A M / C A E / G I S tools. The overstretched road network in most

European regions needs sorting out, and the railway industry in particular is undergoing a renaissance.

The automotive industry recovered from recession in Europe. Markets in countries such as Germany, France, Italy, and Spain were hit by plimging sales during 1993, and returned to growth in 1994. Figures for

1995 are expected to be even better (see Figures 3-5 and 3-6).

The building/construction industry in Europe is slowly coming out of a very deep recession that hit almost every country across the continent with the exception of Germany, where this industry benefited from the effects of reunification (see Figure 3-7). In 1994, we saw an upturn in some countries such as Spain, some parts of Scandinavia, and Italy.

Eastern Europe

Eastern Europe's conversion to capitalism has been immense, with the removal of communist regimes and the introduction of privatization, but political strife is smoldering everywhere. The eastern countries are heavily in debt, and this will take some time to correct and will cause instability.

The entire region is vulnerable to all of the international banking whims.

Also, the strength of the single market has caused nonmembers to conform to many of the de facto standards set u p by the members, and this enables nonmembers to trade with members. However, conforming is difficult for the central and eastern European countries at such an early stage in their metamorphosis from centralized planning to a market-driven econoray, and the varying economies of each European country also make unity difficult.

The situation in this part of Europe is turbulent and changing almost daily as these countries gradually open u p to international markets and competition. Infrastructure developments are given a very high priority, with telecommunications equipment receiving a greater emphasis than most other developments.

High-technology trade restrictions are no longer preventing the sale of satellite equipment, computers, chips, plant equipment, and so on. The dissolving of the Coordinating Committee for Multilateral Export Control

(CoCom) was the final step in an already accelerating process that stripped away virtually all remaining controlled exports. Trade restrictions were one of the major barriers for investment. Perhaps most important, these developments would have been impossible were it not for the speed at which organizations are maturing as businesses. Local companies are now taking on a greater degree of managerial and financial responsibility, making the organization of true joint ventures more realistic. This is partly because of the growing number of people w h o have experience in the west and who have some training in western-management styles.

There may be considerable economic problems in central and eastern

Europe, but there is certainly no shortage of optimism there. This is definitely one of the major future growth areas for C A D / C A M tools.

Privatization and the formation of new companies are key drivers in this region. Financing can be found, especially for public and large-scale

CCAM-EU-MT-9501 ©1995 Dataquest Incorporated December 4,1995

10

Figure 3-5

European Car and Production Forecast (Thousands of Units)

Thousands of Units

CAD/CAM/CAE/GIS Europe

1992 1993 1994

1995

^ Italy Spain ^ United Kingdom Q Eastern Europe

1996 1997

France Q]] Germany

Source: DRI World Automotive Forecast

Figure 3-6

European New Car Sales Forecast (Thousands of Units)

Thousands of Units

1992

Spain

1993 1994 1995

Eastern Europe ^ France [ ] United Kingdom

1996 1997

Italy [[]] Germany

3306306

Source: DRI World Automotive Forecast

CCAM-EU-MT-9501

©1995 Dataquest Incorporated December 4,1995

Trends Analysis

Figure 3-7

^ Building/Construction Industry Output (Percent)

United Kingdom

Netherlands

Switzerland

Sweden

Spain

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11

CCAM-EU-MT-9501 ©1995 Dataquest Incorporated December 4,1995

12 CAD/CAM/CAE/GIS Europe infrastructure projects. Telecom is a critical need in this part of the world, and the development of industry will follow. High-quality international and intercity telecommunications links already exist via high-speed digital optical fiber links. N o w only the cities themselves need to be modernized.

The region is very much a Windows-based market, but piracy has been a big problem. Many suppliers have preferred to supply customized software rather than packages to overcome piracy problems. Overall, some eight illegal copies of software exist for every legal copy, but this is changing now that a legal framework exists. There are now channels consisting of sophisticated distributors and value-added resellers (VARs).

Computer 2000 and Autodesk have pioneered market entry into some of these countries.

The size of these countries, measured both in square kilometers and in population, varies enormously, as does the time scale over which the country will become developed as a market for high-tech goods such as

C A D / C A M / C A E / G I S products.

Central European countries emerged first from the eastern bloc. These are the countries that offer the greatest short-term opportunities.

Sources used for this report include the following:

• Financial Times

• Consensus Forecasts

• EuroConstruct

• DRI World Automotive Forecast

• World Bank

• OECD

• IMF

• DTI

• Barclays Bank

• EBRD

The Continuing impact of Currency Siiift

Fluctuating exchange rates once again masked the true market performance in the 1994 C A D / C A M / C A E and GIS market. European C A D /

C A M / C A E and GIS software grew 12.3 percent from 1993 to 1994 when measured in U.S. dollars. However, the dollar depreciated 1.5 percent against the ECU, so European C A D / C A M / C A E and GIS software revenue grew 10.8 percent from 1993 to 1994 when measured in ECU. Table 3-1 highlights the effect the fluctuations in the dollar exchange rate had on the results of European C A D / C A M / C A E / G I S vendors. Most U.S.-based vendors report to us in dollars using their own internal conversion rate, which is fixed for several years.

Looking ahead, currency fluctuations will continue to be felt in all global markets. The dollar has continued to weaken during the early months of

CCAI\/1-EU-MT-9501 ©1995 Dataquest Incorporated December 4,1995

Trends Analysis

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CCAM-EU-MT-9501 ©1995 Dataquest Incorporated

December 4,1995

13

14 CAD/CAM/CAE/GIS Europe this year, so if we were to assume a stable currency for the remainder of this year, 1995 will end with the dollar depreciating nearly 8 percent against the ECU. Although Dataquest does not forecast currency exchange rates, we d o forecast with the best information available. The exchange rate is calculated as the simple arithmetic mean of the 12 monthly average rates for each country. For the purpose of this forecast, Dataquest assumes the August exchange rate will remain stable in the future.

CCAM-ELI-MT-9501 ©1995 Dataquest Incorporated December 4,1995

^

Chapter 4

Market Analysis

The European CAD/CAM/CAE/GIS Market

The European CAD/CAM/CAE/GIS market, representing the world's largest regional market for this segment in terms of total revenue and software revenue imtil the beginning of 1993, suffered a setback in 1993 and lost its leading position. In 1994 some of this loss in market share was recovered. The region accoimted for 34 percent of total CAD/CAM/

CAE/GIS product sales in 1994 and 33 percent of software revenue (see

Figure 4-1).

Europe comprises many countries, each with unique market characteristics. Europe accounted for 34 percent of the world's total CAD/CAM/

CAE/GIS product sales and 33 percent of software sales for 1994. Overall, the European CAD/CAM/CAE/GIS market grew 9.1 percent in 1994 to

$5.8 billion in total factory revenue. Software revenue increased 12.3 percent to $1.8 billion. Currency fluctuations are complicating the picture. The dollar depreciated slightly against European currencies in 1994, which had a positive impact on growth in the European countries (see Table 3-1).

Calculating the European revenue in ECU, the market grew 7.4 percent in terms of total revenue and 10.4 percent in software revenue.

Figure 4-1

Worldwide CAD/CAM/CAE/GIS Software Market Development by Region

Millions of Dcllare

6,000-

^

North America

5,000-

^

Europe

4,000-

3,000-

2.000-

s

Japan

Asia/Pacific

1,000

n

Rest of World

1994

9KM339

Source: Dataquest (October 1995)

15

CCAM-EU-MT-9501 ©1995 Dataquest Incorporatecf

16 CAD/CAM/CAE/GIS Europe

Each European country represents a different market, requirements, languages, and so on. This makes it more difficult, slower, and more expensive for vendors to sell products in Europe and that means these markets mature more slowly in Europe. Figures 4-2 and 4-3 provide a look at the activities in the European C A D / C A M / C A E / G I S software industry, indicating market size and market growth rate for each segment and each

European region. In Figure 4-2, as well as the remaining software-market portfolios throughout this document, the heavy horizontal line indicates the industry average for software revenue growth; the positions of the bubbles indicate their segment or regional growth rates (x-axis) and segment or regional sizes (y-axis) for 1994. Growth is shown in local currency terms for C A D / C A M / C A E / G I S in Europe by region and application,

To enable comparison between the regions, the actual market sizes in

Figure 4-2, as well as the remaining software-market portfolios, are given in U.S. dollars.

Of the total European C A D / C A M / C A E / G I S software revenue, U.S.based vendors had 63 percent and European vendors 36 percent in 1994.

This indicates a gain of market share for U.S.-based vendor over 1993, when the distribution was 62 percent for U.S.-based vendors versus

37 percent for European vendors; the Asian vendors' share was negligible.

However, when looking at this distribution, we must remember that several of the products sold by U.S.-based vendors are actually developed in

Europe, The leading example of this is the CATIA system, developed by

Dassault Systemes, for which IBM has the sole distribution rights. Other examples include Computervision's Medusa product, Hewlett-Packard's

Precision Engineering products, GDS, and the solid modelers Acis and

Parasolids.

Figure 4-2

European C A D / C A M / C A E / G I S Software Market Portfolio

Percent Growth, 1993-1994 (Local Currency)

90 1B0 270 360 450 540 630 720 810 900

Millions of Dollars (1994)

Source: Dataquest (October 1995)

CCAM-EU-MT-9501 ©1995 Dataquest Incorporated December 4,1995

Market Analysis

Figure 4-3

European C A D / C A M / C A E / G I S Market S n a p s h o t

Revenue Growth, 1993 to 1994 (Local Currency)

Total

Software 10.4

10 12

Top Five Market Leaders

(Software Revenue)

IBM, Autodesk, Intergraph

Computervision, Siemens Nixdorf

European Software Market Share

17

Software Revenue

Total Revenue

Hardware Units Shipped

$1,864 Million

$5,750 Million

258,500

34 Companies with Software

Revenue of More than $10 Million

Source: Dataquest (October 1995)

CCAM-EU-MT-9501

The share of European vendors is decliaing for many reasons. First, it is much more difficult to find venture capital or other start-up funding in many countries of Europe than it is in North America. Much of the C A D /

C A M / C A E / G I S industry in the United States is driven by people leaving one company and starting a new company w^ith new ideas. These startups often include veterans of the vendor and user companies. This happens to a greater extent in the United States because of the critical mass and partnership situation existing there. Marketing is another issue, and many European companies are extremely reluctant to invest in the right kinds of marketing organizations. Marketing, market research, and press relations all cost money, and companies must be prepared to pay for these things. A third factor is that many European vendors operate only in their country of origin and one or two other countries. As a result, these vendors have suffered. Operating in a comparatively small region does not generate enough revenue to keep u p the R&D investment necessary to continue to produce competitive products.

In terms of market share, the position of the top 10 C A D / C A M / C A E / G I S software vendors changed only slightly from 1993. As a group, these top vendors increased market share and accounted for 50 percent of the total

European software revenue, compared with 49 percent in 1993. The new entrant among the top 10 was ESRI, which replaced EDS Unigraphics (see

Table 4-1). Parametric Technology as usual was the growth leader among the top 10. The companies that showed good growth in 1994 were the companies that managed to successfully sell into the small and

©1995 Dataquest Incorporated December 4,1995

CAD/CAM/CAE/GIS Europe

Table 4-1

Top 10 CAD/CAM/CAE and GIS Software Vendors' Size and Growth in Europe

Company

IBM

Autodesk

Intergraph

Computervision

Siemens Nixdorf Informationssysteme

Parametric Technology

Matra Datavision

Nemetschek

ESRI

Hewlett-Packard

Top 10 Companies

All Companies

Top 10 Companies (ECU)

All Companies (ECU)

Source: Dataquest (October 1995)

1994 ($M)

184.8

149.9

109.1

98.0

83.0

69.7

63.4

58.1

48.4

46.9

911.3

1,824.2

768.8

1,538.9

Growth (%)

21.3

14.0

4.6

-4.4

0.5

72.4

19.7

30.1

34.7

-0.7

14.5

12.1

12.7

10.4

1993 Ranking

1

2

3

4

5

9

6

8

12

7

medium-size businesses. During 1994 we still observed that in many cases the large accounts deferred purchases. The companies that tended to focus on these key accounts faced problems. During 1995 we are also seeing an upturn in investment in the large end-user companies with news of several very large orders across Europe.

CAD/CAM/CAE/GIS Major Global Trends

The following is a list of trends we observed that impacted the overall growth figures for the CAD/CAM/CAE/GIS market on a global scale.

Technology

Computing performance is continuing to improve at an exponential rate.

The resulting technological improvements drive further demand for improved software solutions.

Indispensability

As complexity increases in both the design and the design process, the benefits of automation improve dramatically. This, coupled with market pressures to produce higher quality products and to reduce cycle time, is making CAD/CAM/CAE/GIS a necessity.

Late Buyers

A significant pool of imtapped users still exists in mechanical, AEC, and

GIS applications, driving additional growth. These conservative buyers will favor market leaders and installed systems for compatibility. For vendors, therefore, the value of high market share and customer satisfaction will increase.

CCAM-EU-MT-9501 ©1995 Dataquest Incorporated

December 4,1995

Market Analysis

19

Desktop Dominance

The turf war for desktop dominance has been building steam since the introduction of the Pentium chip and Windows NT, which will fight to take market share from the higher-priced, multiple UNIX operating systems with RISC technology. The decline of host-dependent systems is also continuing, with replacements going to networked, desktop systems.

Vendors whose business models depend on high-priced workstations are threatened by these powerful new PCs. At the same time, the replacement of host systems provides them with opportunity for growth.

Unbundling of Software

Software vendors have ported to multiple platforms. The market is quickly moving from proprietary to open systems, resulting in a shift from bundled to unbundled software.

Replacement Market

The replacement market is gaining importance, as illustrated by the fact that over 50 percent of all seats sold in 1994 were replacement seats. Over the next five years, owing to the aging installed base of these technical markets, replacements will dominate sales at over 60 percent. Except for the CIS/mapping market, early adoptions are complete.

European Market Development by Component

We have seen, as in some other parts of the world, an increase in service revenue. This can partly be attributed to the fact we now include consulting revenue and other professional services in this figure. As expected, the share of hardware continued to decline (see Figure 4-4).

Figure 4-4

Average CAD/CAM/CAE/GIS Market Development by Component

Millions of Dollars

P nnn

5,000 -

4,000 -

3,000 -

^ ^ ^ ^ ^

2,000 -

1,000-

^ ^ H i J S ^ ^ n —

19

pH^^H^H^nm-

1

89 1990

1991

Source: Dataquest (October 1995)

1

1992

1

1993

^

19 94

[\3 Hardware

1 1 Software

1 Service

CCAM-EU-MT-9501 ©1995 Dataquest Incorporated December 4,1995

20

CAD/CAM/CAE/GIS Europe

Changing Distribution IVIodels

Because Europe comprises a number of separate countries, each with its own language and culture, distribution and support become key issues. It is not possible to emulate a typical U.S. situation and install a single tollfree number as a support hotline for the whole of Europe. Support must be closer to the customer. Each country needs its own sales and support office staffed with people speaking the local language. For that reason, it costs more to do business in Europe.

In general, most vendors (certainly the larger ones) use a direct salesforce to reach large companies within the larger markets, and indirect channels

(dealers and distributors) to reach smaller companies in more distributed, fragmented markets.

These distribution efforts resulted in a shift of market share from 84 percent for direct channel revenue in 1990 to a 68 percent share for the direct channel in 1994 (see Figure 4-5). It is true that direct channels offer greater margins when the business is available, but they are also where the greatest costs can be found.

This slowdown of the direct channel reflects the relative saturation and retrenchment of large companies.

Figure 4-5

European CAD/CAM/CAE/GIS Revenue: Direct versus Indirect Sales Channels

Millions of Dollars

6,000 •

5,000-

4,000-

3,000-

2,000-

1,000 • m Direct

IXI Indirect

1990

Source: Dataquest (October 1995)

mm

1994 asoe.343

CCAM-EU-MT-9501

©1995 Dataquest Incorporated

December 4,1995

Market Analysis 21

Quite a number of small VARs have been making good business out of combining in-house software with tools from several sources and selling the solutions to small and medium-size companies.

A myriad of small companies in Europe are involved in mechanical, electronic, and architectural design. These companies do not have big budgets and they represent a very fragmented market that is expensive to penetrate. The cost of sales as a percentage of the sale value is much higher than selling to a big company.

The requirements of many small companies are quite different than those of large companies. Small companies do not have internal CAD/CAM/

CAE support groups, so they need good local support. They often provide subassemblies to larger companies and therefore need to demonstrate compatibility with the lairger companies' CAD/CAM/CAE tools.

These small companies offer advantages to the CAD/CAM/CAE vendor.

The small-company sector is less penetrated than the large-company sector, so the market is wide open for all kinds of tool sales. And many of the larger companies have been hit the hardest by recession. These large companies have more tools than they know what to do with, and they are cutting costs, laying off employees, and restructuring.

Also, small companies may have difficulty finding money, but there is much less bureaucracy involved in getting them to spend that money. If it makes sense for the business, the company will find the money. Large companies are much less flexible in their financing.

Operating Systems

The CAD/CAM/CAE/GIS market in Europe remains predominantly

UNIX-based in terms of software revenue, hi 1994, UNIX-based software sales made up 68 percent of the market, while DOS/Windows software made up 26 percent of the market. Host-based systems declined to just

4 percent of the market, and Windows NT-based sales accounted for the remaining 2 percent (see Figure 4-6).

Major Market Segments

Following is a brief analysis of the CAD/CAM/CAE/GIS market in

Europe by application. Because the drivers for each of these applications differ depending on regional, economic, and cultural differences, it is also important to analyze these drivers on a regional level. (Appendix A highlights the leading vendors in the various European regions in terms of total revenue and software revenue.)

The proportional split of software revenue by application changed in distribution from 1993 to 1994, with actual percentages varying by only

1 percentage point or less from last year's picture or from the general worldwide pattern. Mechanical and EDA both lost 1 percentage point. GIS and AEC software gained 1 percentage point over 1993 (see Figures 4-7 and 4-8). In terms of actual software revenue growth based on ECU for the various applications in 1994, the AEC sector showed a 13 percent gain over 1993, followed by GIS applications with 12 percent growth. Mechanical CAD/CAM/CAE software revenue grew nearly 10 percent, and EDA applications increased by 6 percent (see Figure 4-1).

CCAM-EU-MT-9501 ©1995 Dataquest Incorporated December 4,1995

22

CAD/CAM/CAE/GIS Europe

Figure 4-6

European CAD/CAM/CAE/GIS Software Revenue by Operating Syst, em

Millions of Dollars

2,000

UNIX

[ ^ Personal

' ^ Computer

|—] Host/

Proprietary

Windows

NT/Hybrid

1989

1990

1991

1992

1993

1994

Source: Dataquest (October 1995)

Figure 4-7

European CAD/CAM/CAE/GIS Software Revenue Distribution by Application

9506344

Source: Dataquest (October 1995)

CCAM-EU-MT-9501

©1995 Dataquest Incorporated

December 4,1995

Market Analysis

Figure 4-8

European CAD/CAM/CAE/GIS Software Market Development by Application

Millions of Dollars

2,000

EDA

s

GIS

n

AEC

Mechanical

23

1989 199G

1991

1992

1993 1994

9506346

Source: Dataquest (October 1995)

Mechanical

The market for mechanical CAD/CAM/CAE software recovered during

1994 following the overall economic situation in the manufacturing industry in Europe. The German, French, and United Kingdom manufacturing industries in particular—by far the largest consumers of mechanical

CAD/CAM/CAE products in Europe—returned to good growth, and this pulled up the growth rate of the overall European mechanical CAD/

CAM/CAE software market (see Figure 4-9).

Mechanical applications, which totaled $884 million, had a 48 percent share of the total European CAD/CAM/CAE/GIS software market in

1994 (compared with 49 percent in 1993 and 51 percent in 1992) and increased by nearly 10 percent in software revenue based on ECU in 1994.

The top 10 vendors actually grew nearly 13 percent and now control 69 percent of this market, compared with 67 percent in 1993 (see Table 4-2).

There were no new entrants but a little reshuffle of positions among the top 10, with PTC as growth leader reaching the third position. Among the

European companies, Matra Datavision stands out as the only European company that has made it among the top 10 on a worldwide level in a market that is heavily dominated by U.S.-based vendors. U.S.-based vendors had a 70 percent share of the mechanical CAD/CAM/CAE software market, with European vendors holding the rest. Over the last few years, we have seen the share of European vendors decline in favor of U.S.-based vendors. This trend is caused by several factors: U.S. vendors' acquisitions of several European companies (Norsk Data, Isykon product line), local mergers and acquisitions (Straessle acquired Nestler and Fides and, most recently Siemens Nixdorf's product line, Matra Datavision acquired Cisigraph), and the fact companies have simply pulled out of this market.

CCAM-EU-MT-9501

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24

CAD/CAM/CAE/GIS Europe

Figure 4-9

1994 European Mechanical CAD/CAM/CAE Software Market Portfolio

Percent Growth, 1993-1994 (Local Currency)

24

1

Benelux

20

France

Scandinavia

16

12

United Kingdom

8

4

Spain j e i m a n y ^ ^ " " ^

Average

Market

Grovrth

9.9%

Italy

35 70 105 140 175 210 245

Millions of Dollars (1994)

280 315

350

Source: Dataquest (October 1995)

Table 4-2

Top 10 Mechanical CAD/CAM/CAE Software Vendors' Size and Growth

Company

IBM

Computervision

Parametric Technology

Matra Datavision

Autodesk

EDS Unigraphics

Hewlett-Packard

SDRC

MacNeal-Schwendler

Siemei^s Nixdorf

Top 10 Companies

All Companies

Top 10 Companies (ECU)

All Companies (ECU)

Source: Dataquest (October 1995)

1994 ($M)

163.3

91.4

69.7

63.4

60.1

44.1

37.3

27.8

27.7

24.2

609.0

884.4

513.8

746.1

Growth (%)

23.0

-1.0

72.4

20.7

14.3

17.2

-2.7

12.2

-19.1

-5.8

14.6

11.6

12.9 •

9.9

1993 Ranking

1

2

5

4

3

7

6

10

8

9

CCAM-EU-MT-9501

©1995 Dataquest Incorporated December 4,1995

Market Analysis

25

The decline also it makes sense when looking at the history of the mechanical C A D / C A M / C A E market. The large accounts started investing in

CAD when there were mostly U.S.-based software vendors operating in this market. With very few exceptions (that is, Matra Datavision and Dassault Systemes), European companieis entered the market later, when the major accounts were already penetrated with U.S.-based products. The best opportunities for European companies now are in industry sectors dominated by small and medium-size companies such as the industrial machinery industry. Companies such as Strassle are very successful in this sector. However, in order to reach a leading position in this market sector, the company will have to become more international. Figure 4-10 shows the European mechanical C A D / C A M / C A E software market development by region.

The mechanical C A D / C A M / C A E market remains predominantly UNIXbased. In 1994, UNIX software sales made u p 75 percent of the market, while DOS/Windows software made u p 17 percent of the market. Hostbased systems declined to 6 percent of the market, and Windows NTbased sales accounted for the remaining 2 percent (see Figure 4-11).

An irutiative that has the potential to transform the European manufacturing industry came to life at the end of 1993. Advanced Information Technology in Design and Manufacturing (AIT), headed u p by Daimler Benz, is intended to strengthen the competitiveness of Europe's key manufacturing industries (automotive, aerospace, component supplier, machinetools/equipment, and so on). It aims to achieve this goal via two consecutive actions initiated by industry with support of the European Commission. The first action is a consensus among the European users and

Figure 4-10

European Mechanical C A D / C A M / C A E Software Market D e v e l o p m e n t b y R e g i o n

Millions of Dollars

900-

m

Benelux

a

France

Gernnany

^

• s n

Italy

Scandinavia

Spain

United

Kingdom

1989 1990

Source: Dataquest (October 1995)

CCAM-EU-MT-9501

1991 1992 1993

©1995 Dataquest Incorporated

1994

9506348

December 4,1995

26

CAD/CAM/CAE/GIS Europe

Figure 4-11

Mechanical CAD/CAM/CAE Software Market Development by Platform in Europe

I •

Millions of Dollars

900

B

UNIX

D

HosV

Proprietary

S

Windows

NT/Hybrid

Personal

Computer

1994

95DB349

Source: Dataquest (October 1995) suppliers of information technology (IT) for the most important future requirements on design and manufacturing practice; the second action is an IT R&D initiative to support these commonly defined requirements.

These trends give a clear indication that the European manufacturing industry is going through a major transformation to remain competitive in a more and more global economy.

AEC

The European construction industry, like the economy of the region, recovered during 1994, Except in the United Kingdom and France, investment in AEC software improved again in 1994. In the United Kingdom and

France, the building sector is stiU weak, although the overall economy has improved. In these two countries, the situation has not been helped by the overdevelopment of offices in the late 1980s; many office buildings stiU remain empty. In Germany, investment in AEC software has been booming ever since reunification fueled a major restructuring of infrastructure, from underground stations to roads to new parliament buildings.

Apart from economic trends, there are more general trends affecting the

AEC sector worldwide.

Large design firms are grovdng at the expense of smaller firms. These large end users increasingly require their employees and suppliers to adopt automation tools in the design and construction process. Smaller design firms must increasingly buy CAD systems or risk being dropped from consideration as a partner

CCAM-EU-MT-9501

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December 4,1995

Market Analysis

27

CAD purchases are increasingly justified as competitive advantages in both sales and design reviews. Electronic design data is also required downstream by the designer's clients, from central government down to the small commercial dev eloper. Also, a significant pool of untapped users still exists.

Better, lower-cost visualization tools are in increasing demand as sales and communications tools. Data and database functions (versus graphics functions) are increasing in importance in AEC design systems, creating opportunities to sell users significant new functionality. Some vendors will create products that foster commtmication in the entire design, construction, and maintenance process. These products will increase the payoff in

CAD investments.

The European AEC software market reached $375 million in software revenue in 1994. Based on ECU, AEC software revenue in Europe increased by 13 percent. This growth was driven by the top 10 vendors' 19 percent aggregate growth. TTiese top 10 vendors, seven of which are European companies, control 72 percent of this market segment (see Table 4-3). In the

AEC segment, European vendors keep gaining market share and now control 60 percent of the market; U.S.-based vendors control the rest in terms of software revenue. This compares with a 58 percent share for European vendors in 1993 and 55 percent in 1992.

Table 4-3

Top 10 AEC Software Vendors' Size and Growth

Company

Autodesk

Nemetschek

Intergraph lEZ

IBM

RIB/Bausoftware

Soft-Tech

ZIEGLER Informatics

Han Dataport

Graphisoft Group

Top 10 Companies

AU Companies

Top 10 Companies (ECU)

All Companies (ECU)

Source: Dataquest (October 1995)

1994 ($M)

65.4

58.1

40.8

36.2

16.7

15.7

13.3

8.3

8.2

7.8

270.5

375.0

228.2

316.4

Growth (%)

15.6

30.1

6.6

30.1

15.5

46.8

16.8

244.3

26.6

62.7

20.7

15.0

18.7

13.2

1993 Ranking

1

2

3

4

5

7

6

25

9

13

CCAM-EU-MT-9501 ©1995 Dataquest Incorporated

December 4,1995

28 CAD/CAM/CAE/GIS Europe

The largest regional market for AEC software is Germany, which absolutely dominates this market segment in Europe with a 49 percent share of the total European AEC software revenue (see Figures 4-12 and 4-13).

Contrary to the other technical applications, among the top 10 European

AEC software vendors, seven are European companies (see Table 4-3).

This can partly be attributed to the fact most architects started using CAD tools later than other industry sectors. By then—especially in Germany— already a large number of local software houses were already specializing in this sector. Moreover, the AEC sector consists of many small businesses or one-man bands that require more individual support. Obviously, a local supplier can satisfy this need much better than a foreign supplier. Moreover, a local vendor is more able to customize his product to the local design regulations and attitudes.

The AEC market segment is dominated by PC-based solutions, not only in terms of unit shipments, which accounted for 86 percent of all seats shipped in Europe in 1994, but also in terms of software revenue, which accounted for 53 percent of the total European AEC software revenue (see

Figure 4-14).

Figure 4-12

European AEC Software Market Portfolio

Percent Growth, 1993-1994 (Local Currency)

Germany

Average

Marl<et

Growtli

13.2%

Source: Dataquest (October 1995)

United Kingdom

60 80 100 120 140

160

Millions of Dollars (1994)

180 200

CCAM-EU-MT-9501 ©1995 Dataquest Incorporated December 4,1995

Market Analysis

Figure 4-13

European AEC Software Market Development by Region

Millions of Dollars

350-

m

Benelux

a

France

Germany

^

^ a

Italy

s

D

Scandinavia

Spain

United

Kingdom

1989

1990

1991 1992

1993

Source: Dataquest (October 1995)

Figure 4-14

AEC Software Revenue Forecast by Platform in Europe

Millions of Dollars

200

1994

UNIX

Personal

Computer

Host/

Proprietary

Windows NT/

Hybrid

29

1989

1990

Source: Dataquest (October 1995)

CCAM-EU-MT-9501

1991

1992 1993

©1995 Dataquest Incorporated

1994

$£0E35S

December 4,1995

30 CAD/CAM/CAE/GIS Europe

A similar initiative to AIT in the discrete manufacturing industry was established in 1995 for the European process industry. The Process Industries Manufacturing Advantage through IT (PRIMA) project aims to set up a network of process industries companies in Europe to establish the midand long-term requirements for IT (including standards) of the industries using continuous or batch processes for manufacturing or for the provision of services. The project will establish a dialogue between these process sectors, the IT vendors, and the relevant European R&D programs. Its output will be a description of how key business requirements for the future can be translated into projects and systems using the mechanisms of EU R&D programs.

GIS

There is a tendency around Europe to make the public sector smaller. In countries where, for example, the utility sector was privatized, we have seen a surge in GIS spending almost as a direct result. Also, the telecommunications sector is becoming increasingly deregulated, and in order for telecommunications companies to have a competitive edge, they have had to become more efficient in managing territories. This trend has resulted in large orders for GIS from German Telekom and France Telecom, among others.

In Europe, GIS software revenue in 1994 increased 12 percent based on the

ECU, reaching $284 million in revenue. Germany is again the largest region in terms of software revenue size, but its lead in this market is not as large as in the other applications (see Figure 4-15). In this market sector, the United Kingdom plays a major role, both in the use of GIS and in GIS software development. The United Kingdom's position in this sector can be attributed to the fact that although prices for digital map data are among the highest in Europe, the Ordnance Survey in the United Kingdom has been aggressive in developing very detailed and reliable data.

The top 10 vendors, which control 74 percent of this market segment, increased their software revenue by 13 percent in aggregate (see Table 4-4).

European vendors held a 47 percent share of the European GIS software market in 1992; in 1994, U.S.-based vendors held 57 percent of the market despite the fact there are five European vendors among the top 10 (see

Figure 4-16).

In terms of software revenue, the European GIS market is very much dominated by UNIX-based solutions. PC-based solutions are constantly gaining more ground, and host-based solutions have almost become extinct

(see Figure 4-17).

All of this means there is plenty of scope for the European GIS market to exhibit strong growth over the next decades; however, some projects in

Europe are stuck because of nonavailability of data. Cadastral and utility applications need high-precision data that in some cases does not exist and where it does exist, the cost of good topological data is prohibitive.

There are some European initiatives to address the data problems. One is the EC's IMPACT initiative that tries to encourage cross-border development of new geographical information sources aimed at strategic business applications. The European Umbrella Organization for Geographical

Information (EUROGI) was formed to encourage various groups within the European geographic information community to start working together. It will consider topics such as standards in GIS, cost-benefit studies, teaching, and training.

CCAM-EU-I\/IT-9501 ©1995 Dataquest Incorporated December 4,1995

31

Market Analysis

Figure 4-15

1994 European GIS Software Market Portfolio

Percent Growth, 1993-1994 (Local Currency)

25

18 27 36 45 54 63

72 81

Millions of Dollars (1994)

Source: Dataquest (October 1995)

Figure 4-16

European GIS Software Market Development by Region

Millions of Dollars

250

2 0 0 -

150-

1 0 0 -

^

m

Benelux

a

France

Germany

• s n

Italy

Scandinavia

Spain

United

Kingdom

1989

199P

Source: Dataquest (October 1995)

1991

CCAM-EU-MT-9501

1992 199.3

©1995 Dataquest Incorporated

1994

950635'!

December 4,1995

32

CAD/CAM/CAE/GIS Europe

Table 4-4

Top 10 GIS Software Vendors' Size and Growth

Company

Siemens Nixdorf

ESRI

Intergraph

Smallworld Systems

Autodesk

Sysdeco

ICL strassle Irvformationssysteme

APIC Systemes

UNISYS

Top 10 Companies

All Companies

Top 10 Companies (ECU)

All Companies (ECU)

1994 ($M)

49.6

48.4

41.6

18.7

16.6

8.8

8.7

7.4

4.9

4.7

209.4

283.7

176.7

239.3

Figure 4-17

GIS Software Revenue Development by Platform in Europe

Millions of Dollars

300-

Growth (%)

3.1

34.7

9.4

35.9

15.0

5.5

-3.1

13.3

21.7

33.1

14.5

14.1

12.8

12.3

2 5 0 -

2 0 0 -

150-

100-

UNIX

s

Host/

Proprietary

D

Windows

NT/Hybrid

Personal

Computer

1993 Ranking

1

4

7

6

8

11

3

2

5

13

1983

1990

_

Source: Dataquest (October 1995)

1991

1992

1993

1994

.9506355

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December 4,1995

Market Analysis

33

The European end-user market is fragmented and differs by country depending on the level of privatization of government sectors and how the various sectors are structured. In several of the countries, such as Belgium, the public authority is responsible for roads and wastewater but not for utilities such as gas, electricity, and drinking water. Because there is usually no coordination between the public autihority and the utility sector in countries where these sectors are independent of each other, it is impossible to create a single good database. In most cases, these two sectors do not share costs for political reasons.

EDA

The European EDA software market showed better growth in 1994. Overall EDA software revenue growth in Europe was 6.2 percent based on

ECU. In U.S. dollars, the market reached $281 million. Figure 4-18 shows the size of the country markets in millions of dollars: Germany, as with the other technical applications discussed in this report, is by far the biggest market. However, the margin of Germany's lead is much smaller. Since

1990, Germany's share of the EDA market has been decreasing whereas

France and the United Kingdom have gained market share.

This improved growth for EDA software in Europe can be attributed to an overall improvement in the European economy and the fact many user companies that deferred investments during the years of recession are replacing outdated systems.

Figure 4-18

1994 European E D A Software Market Portfolio

Percent Growth, 1993-1994 (Local Currency)

20

Benelux

Scandinavia

e o

France

-8

10 20 30 40 50 60 70

80

Millions of Dollars (1994)

GerTTiany

100

Average

Marltet

Growth

6,2%

Source: Dataquest (October 1995)

CCAM-EU-MT-9501 ©1995 Dataquest Incorporated December 4,1995

34

CAD/CAM/CAE/GIS Europe

The top 10 vendors had a 64 percent share of the total EDA software market. The positions of these vendors changed significantly in 1994 compared w^ith 1993 (see Table 4-5). When compared with the other application sectors, these top 10 vendors had a lower growth rate—5 percent in

ECU—than the average EDA software growth rate. The EDA market is heavily dominated by U.S.-based vendors that held an 80 percent share of the overall European EDA software market in 1994. In 1992, this share was

71 percent. U.S.-based vendors have been steadily increasing their hold on the European EDA market, and now that Racal-Redac has become a Japanese company, the European vendors' share plunged even further in 1994.

Other acquisitions of European vendors include Cadis by Synopsys and

Anacad by Mentor Graphics. See Figure 4-19 for EDA software development by region.

The EDA market, more than any other segment of the European C A D /

CAM/CAE/GIS software industry, is dominated by UNIX-based solutions. See Figure 4-20 for the EDA market development by platform in

Europe.

As in other industries, a lot of equipment is produced in Europe but is not necessarily designed in Europe. Much of it is produced by Japanese or

North American companies that tend to design their products at their home bases. Major differences therefore exist between what is produced and what is designed in Europe. In particular, telecommunications, which is third in production, is way ahead when it comes to design investment.

The main investment in EDA software revenue in Europe during 1994

Table 4-5

Top 10 E D A Software Vendors Size and G r o w t h

Company

Mentor Graphics

Cadence

Synopsys

Viewlogic Systems

Quickturn Design Systems

COMPASS Design Automation

Zuken-Redac

Hewlett-Packard

Autodesk

Zycad

Top 10 Companies

All Companies

Top 10 Companies (ECU)

All Companies (ECU)

Source: Dataquest (October 1995)

1994 ($M)

42.0

40.3

20.0

18.7

11.8

11.3

10.3

9.6

7.8

6.8

178.6

281.1

150.7

237.1

Growth (%)

20.9

6.9

-248

31.2

165.0

-3.0

-23.2

7.9

-1.2

58.5

6.2

7.8

4 6

6.2

1993 Ranking

2

1

3

4

13

6

5

7

8

14

CCAM-EU-MT-9501 ©1995 Dataquest Incorporated

December 4,1995

Market Analysis

Figure 4-19

European EDA Software Revenue Development by Region

Millions of Dollars

300-

2 5 0 -

200'

150-

1 0 0 -

Germany

^

^

a

France

United

Kingdom

m

s

Scandinavia

Italy

n

Benelux

Spain

35

1989

1990

1991

1992

1993

Source: Dataquest (October 1995)

Figure 4-20

EDA Software Revenue Forecast by Platform in Europe

Millions of Dollars

300-

250-

200-

150-

100-

1994

H

UNIX

S

Host/

Proprietary

D

Windows

NT/Hybrid

Personal

Computer

9606357

1989 ISdO

Source: Dataquest (October 1995)

1991

CCAM-EU-I\/IT-9501

1992

1993

©1995 Dataquest Incorporated

1994

December 4,1995

36

CAD/CAM/CAE/GIS Europe came from the telecommunications sector, which continues to dominate electronic design in Europe. Thirty-eight percent of the EDA software generated in Europe came from the telecommunications sector (see

Figure 4-21). Of the top 13 worldwide telecommunications companies, eight are headquartered in Europe, including the top two. In addition to this sector, the semiconductor and defense industries in Europe increased their investment in EDA software tools.

Figure 4-21

European Electronics Production versus D e s i g n

1994 Production Ex-Factory Revenue

Transportation (6%)

1994 EDA Software Revenue

Military/

Aerospace"

Total = $157 Billion

Source: Dataquest (October 1995)

Total = $281 Million

CCAM-EU-MT-9501

©1995 Dataquest Incorporated

December 4,1995

Appendix A

European CAD/CAM/CAE/GIS Market Statistics

Table A-1

1994 CAD/CAM/CAE/GIS Total Vendor Market Share Update (Millions of U.S. Dollars)

Top 30 Revenue and Shipments Vendors, Europe, All Operating Systems, All

Applications

3

4

5

6

7

Rank

1

2

25

26

27

28

29

30

19

20

21

22

23

24

13

14

15

16

17

18

8

9

10

11

12

Company Name

IBM

Hewlett-Packard

Digital Equipment

Sun Microsystems

Intergraph

Computervision

Siemens Nixdorf Informationssysteme

Silicon Graphics

Autodesk

Matra Datavision

Nemetschek

Parametric Technology

Mentor Graphics

EDS Unigraphics

Cadence lEZ

ESRI

Landmark Graphics

SDRC

ASCAD

MacNeal-Schwendler strassle Informationssysteme

Wiechers Datentechnik

ICL

Applicon

Sysdeco Innovation

Synopsys

Smallworld Systems

Han Dataport

RIB/ Bausof tware

Other Companies

All North American Companies

All European Companies

All Asian Companies

All Companies

CPU

Shipments

(Units)

34,760

27,632

40,161

22,843

11,924

-

4,863

4,721

-

-

-

-

2,254

2,295

-'

174

1,276

1,187

-

171

537

240

548

1,020

364

307

43

346

125

116,272

118,517

23,421

228

258,438

Software

Revenue

184.8

46.9

^ • •

109.1

98.0

83.0

-

149.9

63.4

58.1

69.7

42.0

44.9

40.8

36.2

48.4

23.2

27.8

12.1

30.1

23.3

21.5

12.1

14.2

8.8

20.0

18.7

17.7

20.7

-

1,153.6

660.3

10.3

1,824.2

CPU

Revenue

545.9

484.7

510.8

373.6

107.7

-

58.8

Service

Revenue

182.3

112.2

77.3

72.7

102.5

133.0

58.8

Total

Factory

Revenue

968.9

643.8

588.1

446.2

343.3

231.0

206.4

29.4

28.3

28.3

26.3

419.0

4,000.4

37.0

34.4

33.7

33.6

33.2

32.1

159.8

149.9

113.4

92.1

89.4

84.8

79.6

75.1

66.8

57.5

53.2

41.9

37.2

1,220.3

22.6

5,662.4

9.4

8.8

3.9

3.1

6.0

938.4

14.0

3.8

6.9

7.7

6.1

2.6

9.2

9.1

19.3

-

10.3

8.0

19.7

37.8

16.6

34.3

11.1

9.1

20.8

220.4

7.2

1,171.9

18.9

5.9

8.5

-

0.6

5.0

2.1

326.7

1,817.3

280.7

4.3

2,429.0

-

16.8

-

4.9

-

15.8

-

3.2

6.0

140.5

-

32.9

21.4

-

5.0

18.1

Note: Because vendor data includes OEM revenue and shipments, the sum of vendors is greater than the total.

Source: Dataquest (August 1995)

1994

Share of

Market (%)

17.1

11.4

10.4

7.9

6.1

4.1

3.6

0.5

7.4

70.6

21.6

0.4

100.0

0.6

0.6

0.6

0.6

0.6

0.5

0.5

0.5

1.3

1.2

1.0

0.9

0.7

0.7

0.7

2.8

2.6

2.0

1.6

1.6

1.5

1.4

CCAM-EU-MT-9501

©1995 Dataquest Incorporated

37

38 CAD/CAM/CAE/GIS Europe

Table A-2

1994 CAD/CAM/CAE/GIS Total Vendor Market Share Update (Millions of U.S. Dollars)

Top 30 Revenue and Shipments Vendors, Europe, UNIX, All Applications

7

8

9

4

5

6

Rank

1

2

3

10

11

12

25

26

27

28

21

22

23

24

29

30

17

18

19

20

13

14

15

16

Company Name

IBM

Hewlett-Packard

Sun Microsystems

Digital Equipment

Computervision

Siemens Nixdorf Informationssysteme

Intergraph

Silicon Graphics

Matra Datavision

Mentor Graphics

Parametric Technology

EDS Unigraphics

Cadence lEZ

Landmark Graphics

ESRI

SDRC

Nemetschek

ASCAD strassle Informationssysteme

ICL

AppKcon

Sysdeco Innovation

Synopsys

Smallworld Systems

Han Dataport

MacNeal-Schwendler

Zuken-Redac

PROCAD G m b H

Dele am Intemational

AU North American Companies

All European Companies

All Asian Companies

All Companies

CPU

Shipments

(Units)

13,381

18,896

22,843

9,500

-

2,129

2,026

4,721

2,022

174

^

1,276

-

1,187

171

Software

Revenue

133.2

43.5

-

-

93.1

63.2

55.8

7

62.0

41.1

62.7

44.9

40.8

34.3

23.2

33.6

27.8

26.2

CPU

Revenue

404.6

454.2

373.6

195.6

-

45.7

41.6

140.5

32.1

5.0

-

18.1

-

16.8

4.9

• - : •

-

Service

Revenue

132.9

108.8

72.7

33.6

133.0

52.1

53.7

19.3

10.3

37.8

17.7

16.6

34.3

11.0

20.8

8.4

14.0

Total

Factory

Revenue

703.1

606.4

446.2

229.2

226.1

164.3

163.3

159.8

111.2

83.9

80.4

-

-

725

514

240

1,020

364

307

!-:

43

346

-

228

152

301

58,726

12,308

228

71,262

11.5

23.3

12.1

13.7

8.8

20.0

18.7

17.7

20.6

10.1

13.6

5.6

803.0

427.1

10.1

1,240.1

9.6

15.6

3.2

18.9

5.9

8.5

0.6

5.0

-

4.3

2.8

7.7

1,384.2

219.4

4.3

1,607.8

3.6

3.7

7.7

2.6

9.2

9.1

9.4

8.8

3.9

4.7

7.0

5.0

5.5

780.2

177.2

7.0

964.3

29.4

28.3

28.3

25.3

22.2

21.6

20.0

3,022.4

860.5

22.2

3,905.1

Note: Because vendor data includes OEM revenue and shipments, the sum of vendors is greater than the total.

Source: Dataquest (August 1995)

79.6

75.1

64.8

53.2

42.0

41.9

41.5

36.1

34.4

33.6

32.7

32.1

1994

Share of

Market (%)

18.0

15.5

11.4

5.9

5.8

4.2

4.2

4.1

2.8

0.8

0.8

0.8

0.7

1.1

0.9

0.9

0.9

1.7

1.4

1.1

1.1

2.1

2.1

2.0

1.9

0.7

0.6

0.6

0.6

0.5

77.4

22.0

0.6

100.0

CCAM-EU-MT-9501

©1995 Dataquest Incorporated December 4,1995

European CAD/CAM/CAE/GIS Market Statistics

39

Table A-3

1994 CAD/CAM/CAE/GIS Total Vendor Market Share Update (Millions of U.S. Dollars)

Top Revenue and Shipments Vendors, Europe, Windows NT/Hybrid, All Applications

8

,9

10

11

12

13

4

5

6

7

Rank

1

2

3

14

15

16

17

Company Name

Intergraph

Parametric Technology

Digital Equipment

Hewlett-Packard

ESRI

PROCAD G m b H lEZ

SPATIAL Technology

Rasna Corporation

Mentor Graphics

EA Systems

CAD Distribution

PCI Remote Sensing

Corporation

Intusoft

PADS Software

Autometric

InterHDL

Other Companies

All North American Companies

All European Companies

AU Asian Companies

AU Companies

CPU

Shipments

(Units)

1,725

-

358

283

20

.-

'-

• '

-

^ •

^

-

-

1

> •

28

2,367

20

-

2,414

Software

Revenue

24.3

7.0

2.2

1.5

-

-

1.9

0.6

0.3

0.3

0.1

0.2

0.1

0.1

0.1

0

0

-

34.4

3.6

-

38.0

CPU

Revenue

22.8

-

4.5

2.8

-

0.2

-

-

-

-

-

-

-

-

-

0

-

0.3

30.1

0.2

-

30.6

Service

Revenue

21.3

2.0

1.3

0.3

0.1

0.3

0.1

0.1

0.1

-

0.1

0

-

-

0

0

'

^

25.4

0.4

25.8

Total

Factory

Revenue

73.0

8.9

5.7

Note: Because vendor data includes OEM revenue and shipments, the sum of vendors is greater than the total.

Source: Dataquest (August 1995)

0.1

0.1

0.1

0

0.3

94.4

4.2

99.0

3.1

2.3

2.0

2.0

0.7

0.4

0.3

0.2

0.2

0.1

1994

Share of

Market (%)

73.7

9.0

5.8

3.2

2.3

2.0

2.0

0.7

0.4

0.3

0.2

0.2

0.1

0.3

95.4

4.3

'

100.0

0.1

0.1

0.1

0

CCAM-EU-MT-9501 ©1995 Dataquest Incorporated December 4,1995

40

CAD/CAM/CAE/GIS Europe

Table A-4

1994 CAD/CAM/CAE/GIS Total Vendor Market Share Update (Millions of U.S. Dollars)

Top 30 Revenue and Shipments Vendors, Europe, Personal Computer, All Applications

Rank

1

2

3

4

5

6

7

24

25

26

27

28

29

20

21

22

23

16

17

18

19

12

13

14

15

8

9

10

11

30

Company Name

Autodesk

Intergraph

IBM

Digital Equipment

Nemetschek

Hewlett-Packard

Siemens Nixdorf Informationssysteme

Investronica SA

Wiechers Datentechnik

Soft-Tech Software Technologies

Ziegler Informatics

RIB/Bausoftware

Tebis

Viewlogic Systems

ESRI

Hochtief

CAD Distribution

Ground Modelling Systems

Serbi

Graphisoft Group

RoboCAD Solutions

ACA Ltd.

CAD Lab

Norlinvest Ltd.

Technische Computer Systeme

Cimatron

Computervision mb Programme

Aucotec

Computer Services Consultants

Other Companies

All North American Companies

All European Companies

All Asian Companies

All Companies

CPU

Shipments

(Units)

-

8,172

21,107

27,487

1,570

8,452

2,558

806

433

1,156

-

-

-

-

-

'

126

125

891

640

163

-

256

41

180

278

-

95

168

-

116,126

55,588

10,846

-

182,560

Software

Revenue

140.9

29.0

8.1

-

32.0

3.4

14.8

7.9

6.3

6.4

4.2

4.4

8.2

3.7

6.8

6.2

14.5

13.3

16.6

15.0

5.7

11.9

10.4

7.1

4.5

3.2

4.9

2.3

2.2

4.4

-

256.7

221.2

0.2

478.1

CPU

Revenue

-

43.3

76.0

81.3

11.7

27.7

9.1

6.2

4.4

-

-

-

-

1.7

:T

1.7

-

2.8

2.0

0.5

^

-^

1.7

0.1

1.0

1.4

-

1.5

1.0

-

303.4

203.1

55.2

-

561.7

Service

Revenue

-

20.7

0.4

2.9

4.4

3.1

1.0

2.5

3.3

1.6

1.3

3.5

0.5

3.1

0.9

0.6

-

-

-^

0.1

1.9

1.6

2.0

0.2

0.3

0.5

-

0.9

1.2

-

-

33.5

35.5

0.2

69.2

Note: Because vendor data includes OEM revenue and shipments, the sum of vendors is greater than the total.

Source: Dataquest (August 1995)

Total

Factory

Revenue

140.9

100.3

84.5

84.2

50.7

34.2

26.0

22.7

22.2

8.6

8.2

8.1

7.8

7.4

9.2

9.1

9.0

8.8

4.7

4.4

303.4

500.7

5.8

5.6

4.9

4.9

331.4

0.4

1,135.8

17.0

16.6

16.3

12.0

11.9

10.9

1994

Share of

Market (%)

12.4

8.8

7.4

7.4

4.5

3.0

2.3

0.4

0.4

26.7

44.1

0.5

0.5

0.4

0.4

29.2

0

100.0

0.8

0.8

0.7

0.7

0.7

0.7

1.4

1.1

1.0

1.0

2.0

2.0

1.5

1.5

0.8

0.8

0.8

CCAM-EU-MT-9501 ©1995 Dataquest Incorporated December 4,1995

European CAD/CAM/CAE/GIS Market Statistics 41

Table A-5

1994 CAD/CAM/CAE/GIS Total Vendor Market Share Update (Millions of U.S. Dollars)

Top Revenue and Shipments Vendors, Europe, Host/Proprietary, All Applications

Rank

1

2

Company Name

Digital Equipment

IBM

CPU

Shipments

(Units)

2,816

271

Software

Revenue

-

43.5

5.0

CPU

Revenue

229.5

65.3

Service

Revenue

39.5

49.0

3

4

5

6

7

8

9

Siemens Nixdorf Informationssysteme

MacNeal-Schwendler

Intergraph

Exapt

176

*

70

9.5

-

2.0

4.0

• • - •

-

1.7

5.7

2.3

6.7

1.0

10

11

12

GDS

ESRI

Ansys

Framasoft

Mechanical Dynamics

Aspen Technology

40

-

^

^.

" •

-

1

-

1

2.5

2.2

0.8

0.4

0.4

0.4

1.4

-:

-

-.

^

-

0.1

• ^

0.1

0.8

0.1

0

0.4

0.4

0.3

0.1

13

14

15

16

17

18

19

20 deb is Systemhaus

Whessoe Computing Systems

Cimtel

0.4

0.4

0

• :

0.2

21

22

23

24

25

26

27

28

Computational Mechanics

EA Systems

NOVASOFT Systems

Analogy

PCI Remote Sensing

Corporation

Dynamic Graphics

GRAFTEK

Harris EDA

Assigraph

Meta-Software

Access Corporation

Rasna Corporation

Accugraph

Other Companies

All North American Companies

All European Companies

All Asian Companies

AH Companies

• ^

• ^

-

-

'

1

1

-:

^

--

-

119

1,835

248

^

-.

2,202

0.2

0.1

0.1

0.1

0.1

0

0

0.1

0

0

0

0

0

-

59.6

8.4

--

68.0

• ^

-

-

-

-^

-

0

5.9

^ •

-

• ^ •

23.0

200.0

.-...

228.9

-

0.1

0.1

0

• • •

0

0

-

0

0

0

0

0

6.0

99.3

7.3

112.5

Note: Because vendor data includes OEM revenue and shipments, the sum of vendors is greater than the total.

Source: Dataquest (August 1995)

Total

Factory

Revenue

269.0

181.3

16.2

11.8

6.7

5.9

5.3

2.3

0.9

0.8

0.8

0.7

0.1

0

0

522.4

0.1

0.1

0

0

0

115.3

382.9

24.2

0.2

0.1

0.1

0.1

0.5

0.4

0.3

0.2

1994

Share of

Market (%)

51.5

34.7

3.1

22.1

73.3

4.6

0

0

0

0

0

0

0

0

-

100.0

0.1

0.1

0.1

0

0

0

0

0

2.3

1.3

1.1

1.0

0.4

0.2

0.2

0.1

0.1

CCAM-EU-MT-9501 ©1995 Dataquest Incorporated December 4,1995

42

CAD/CAM/CAE/GIS Europe

Table A-6

1994 CAD/CAM/CAE/GIS Total Vendor Market Share Update (Millions of U.S. Dollars)

Top 30 Mechanical CAD/CAM/CAE Companies, Europe, All Operating Systems

4

5

6

7

8

9

10

11

12

Rank

1

2

3

Company Name

IBM

Digital Equipment

Hewlett-Packard

Computervision

Sun Microsystems

Silicon Graphics

Matra Datavision

Parametric Technology

EDS Unigraphics

Intergraph

Autodesk

Siemens Nixdorf Informationssysteme

SDRC

ASCAD

MacNeal-Schwendler

Applicon

CAD Lab

CPU

Shipments

(Units)

18,252

25,983

14,315

-

8,136

3,510

2,254

-

1,276

1,577

-

1,290

Software

Revenue

163.3

-

-

-

37.3

91.4

63.4

69.7

44.9

21.2

60.1

24.2

CPU

Revenue

367.2

369.1

283.4

-

-

-

137.4

105.6

32.9

18.1

16.2

17.1

Service

Revenue

155.3

50.9

71.9

123.6

19.8

14.5

10.3

19.7

16.6

20.8

-

17.3

Total

Factory

Revenue

735.4

420.0

392.6

215.0

157.2

120.1

113.4

89.4

79.6

62.0

60.1

60.0

13

14

15

16

17

22

23

24

25

18

19

20

21

26

17

28

29

30 strassle Informationssysteme

Investronica SA

PROCAD GmbH

ISD Software

Delcam International

ICEM Technologies

Radan Computational

Wiechers Datentechnik

Tebis

Cimatron

Han Dataport

Sherpa Corporation

ICL

Other Companies

All North American Companies

All European Companies

All Asian Companies

All Companies

-

537

-

364

539

164

806

164

349

339

272

321

255

134

444

138

-.-.

274

30,809

57,281

9,704

-

97,794

27.8

12.1

27.7

14.2

12.9

15.8

6.2

14.3

13.2

5.9

6.2

8.1

8.9

6.4

5.4

7.1

6.8

3.2

-

619.4

265.0

-

884.4

-

15.8

^

5.9

7.0

2.2

6.2

2.9

4.3

7.9

5.7

4.2

2.7

1.9

4.2

2.0

*

5.1

99.4

1,040.6

134.4

-

1,274.4

14.0

3.8

6.3

9.2

6.2

5.5

2.5

5.0

3.4

5.5

5.6

2.5

2.2

3.9

1.1

1.6

4.5

0.7

4.9

547.0

92.4

644.4

15.4

13.8

13.3

11.4

11.3

11.3

9.0

176.0

2,265.0

522.4

2,963.4

Note: Because vendor data includes OEM revenue and shipments, the sum of vendors is greater than the total.

Source: Dataquest (August 1995)

41.9

37.2

34.0

33.2

26.1

23.8

22.7

22.4

21.7

20.6

17.9

1994

Share of

Market (%)

24.8

14.2

13.2

7.3

5.3

4.1

3.8

3.0

2.7

2.1

2.0

2.0

0.4

0.3

5.9

76.4

17.6

-

100.0

0.5

0.5

0.5

0.4

0.4

0.8

0.8

0.8

0.7

0.7

0.6

1.4

1.3

1.1

1.1

0.9

CCA1\/I-EU-MT-9501 ©1995 Dataquest Incorporated December 4,1995

European CAD/CAM/CAE/GIS Market Statistics

43

Table A-7

1994 CAD/CAM/CAE/GIS Total Vendor Market Share Update (Millions of U.S. Dollars)

Top 30 AEC CAD Companies, Europe, All Operating Systems

7

8

9

3

4

5

6

Rank

1

2

Company Name

IBM

Intergraph

Nemetschek lEZ

Autodesk

Hewlett-Packard

Digital Equipment

Sun Microsystems

Siemens Nixdorf Informationssysteme

CPU

Shipments

(Units)

9,436

5,138

2,295

1,187

-

4,242

6,715

1,855

442

Software

Revenue

16.7

40.8

58.1

36.2

65.4

-

• •

-

8.3

CPU

Revenue

89.7

40.3

21.4

16.8

-

47.2

37.5

27.1

5.9

Service

Revenue

18.0

37.9

8.0

11.1

-

6.8

4.0

1.8

5.9

Total

Factory

Revenue

129.4

127.4

92.1

66.8

65.4

54.0

41.5

28.9

20.6

10

11

12

25

26

27

28

21

22

23

24

29

30

17

18

19

20

13

14

15

16

RIB/Bausoftware

Soft-Tech Software Technologies

Han Dataport

Computervision

Silicon Graphics

Hochtief

CAD Centre

Technische Computer Systeme

Graphisoft Group

Ziegler Informatics

ACA Ltd.

MOSS Systems Group

M.O.C.

Complansoft CAD mb Programme

Star Informatic

Ground Modelling Systems

Kockums Computer Systems

Triplan

Computer Services Consultants

CAD Distribution

• 99

1,156

208

-

361

125

15

168

160

-

-

28

94

166

95

102

477

381

16.1

13.3

10.6

6.3

1.8

1.6

2.3

4.4

3.9

1.9

3.4

2.3

3.0

7.8

8.3

6.5

3.7

-

4.4

7.5

6.3

1.6

-

3.0

-

9.7

1.7

0.5

1.5

0.5

2.5

1.5

0.8

1.5

0.5

3.2

-

-

1.9

1.7

2.4

1.6

2.3

in

1.2

3.1

1.0

0.9

0.1

-

1.6

3.6

0.9

-

0.9

0.6

0.2

Other Companies

All North American Companies

All European Companies

All Asian Companies

All Companies

70

-

-

57,295

23,064

7,795

• r -

88,153

-

149.3

225.7

-

375.0

^

-

150.3

203.2

70.8

'

424.3

1.0

0.5

-

0.4

0.1

82.9

49.0

131.9

Note: Because vendor data includes OEM revenue and shipments, the sum of vendors is greater than the total.

Source: Dataquest (August 1995)

8.4

8.3

8.1

152.0

449.4

361.0

962.5

20.5

17.0

17.0

14.0

10.9

9.2

9.0

8.7

4.5

4.5

4.5

4.5

7.9

6.7

6.6

4.9

4.4

4.3

1994

Share of

Market (%)

13.4

13.2

9.6

6.9

6.8

5.6

4.3

3.0

2.1

0.9

0.8

0.8

0.7

0.7

1.1

1.0

0.9

0.9

0.9

2.1

1.8

1.8

1.5

0.5

0.5

0.5

15.8

46.7

0.5

0.5

0.5

0.5

37.5

-

100.0

CCAM-EU-MT-9501 ©1995 Dataquest Incorporated

December 4,1995

44 CAD/CAM/CAE/GIS Europe

Table A-8

1994 CAD/CAM/CAE/GIS Total Vendor Market Share Update (Millions of U.S. Dollars)

Top 30 GIS Companies, Europe, All Operating Systems

Rank

1

2

25

26

27

28

29

30

18

19

20

21

22

23

24

14

15

16

17

10

11

12

13

6

7

8

9

3

4

5

Company Name

Intergraph

Siemens Nixdorf Informationssysteme

Digital Equipment

ESRI

Landmark Graphics

IBM

Hewlett-Packard

Sun Microsystems

Sysdeco Innovation

Smallworld Systems

ICL

Autodesk

UNISYS strassle Informationssysteme

Laser-Scan

Genasys II

APIC Systemes

Star Informatic

Poppenhaeger Grips

GDS

RIB/Bausof tware

SHL VISION Solutions

Silicon Graphics

Ground Modelling Systems

Maplnfo

Clemessy Geocity

Geometria GIS Systems House

PAFEC

Ziegler Informatics

PCI Remote Sensing

Corporation

CPU

Shipments

(Units)

5,069

3,080

5,756

-

130

76

60

74

-

91

105

61

-

171

2,559

2,902

1,884

307

43

733

25

7

156

414

-

28

20

40

-

7-

Software

Revenue

41.6

49.6

_

48.4

23.2

3.0

-

-

8.8

18.7

8.7

16.6

4.7

7.4

4.4

4.6

4.9

4.3

2.7

3.2

4.6

3.6

-

1.9

3.6

1.0

0.2

1.5

2.7

2.1

CPU

Revenue

49.1

35.2

74.6

1.3

-

1.0

2.4

1.4

-

2.1

1.0

1.6

-

4.9

40.7

43.4

34.6

8.5

0.6

13.6

0.4

0.2

4.9

1.3

-

0.8

0.2

0.9

-

--

Service

Revenue

40.5

34.8

0.9

0.7

1.9

0.7

1.5

1.8

1.1

0.9

0.4

0.4

1.2

2.4

0.4

15.3

9.1

20.8

5.8

6.8

7.0

9.1

8.8

1.8

-

5.0

2.2

2.5

t^

Total

Factory

Revenue

142.5

123.5

Other Companies

All North American Companies

All European Companies

All Asian Companies

All Companies

10,016

15,547

5,066

'

30,628

. i ,

160.7

123.0

-

283.7

27.6

207.4

68.0

-

303.1

0.4

117.5

68.7

186.5

Note: Because vendor data includes OEM revenue and shipments, the sum of vendors is greater than the total.

Source: Dataquest (August 1995)

33.4

504.1

271.9

809.5

5.8

5.7

5.6

4.4

4.0

3.1

2.8

2.8

2.7

2.1

89.9

57.5

53.2

50.9

50.2

41.5

32.1

28.3

24.2

16.6

12.4

10.6

9.4

7.7

6.7

6.7

6.2

5.9

1994

Share of

Market (%)

17.6

15.3

4.1

62.3

33.6

-

100.0

11.1

7.1

6.6

6.3

6.2

5.1

4.0

3.5

3.0

2.1

1.5

1.3

1.2

0.7

0.7

0.7

0.7

1.0

0.8

0.8

0.8

0.5

0.5

0.4

0.3

0.3

0.3

0.3

CCAM-EU-MT-9501

©1995 Dataquest Incorporated December 4,1995

European CAD/CAM/CAE/GIS Market Statistics

45

Table A-9

1994 CAD/CAM/CAE/GIS Total Vendor Market Share Update (Millions of U.S. Dollars)

Top 30 EDA Companies, Europe, All Operating Systems, EDA

22

23

24

25

18

19

20

21

26

17

28

29

30

11

12

13

14

7

8

9

10

15

16

17

4

5

6

Rank

1

2

3

Company Name

Sun Microsystems

Hewlett-Packard

Mentor Graphics

Cadence

IBM

Digital Equipment

Synopsys

Viewlogic Systems

Silicon Graphics

Zuken-Redac

Wiechers Datentechnik

COMPASS Design Automation

Quicktum Design Systems

Intergraph

Harris EDA

Zycad

Autodesk

Norlinvest Ltd.

Aucotec

Sagantec

Analogy

LSI Logic

ALTERA debis Systemhaus

VEDA

MacNeal-Schwendler

IKOS Systems

ALS Design

Microsim

XILINX

Other Companies

All North American Companies

All European Companies

AU Asian Companies

AU Companies

CPU

Shipments

(Units)

10,968

6,173

174

-

4,512

1.707

-

-

694

228

268

- .

^

141

61

T-

18,152

22,625

857

228

41,862

• •

41

209

• ^

i

30

21

-

'

-:

f;

13

Software

Revenue

-

9.6

42.0

40.8

1.7

-

20.0

20.5

2.4

2.4

2.3

2.6

2.2

4.6

3.5

3.4

2.6

1.9

7.8

7.1

3.4

5.6

*

10.3

11.5

11.4

11.8

5.5

6.5

6.8

224.2

46.6

10.3

281.1

Total

Factory

Revenue

218.6

147.1

18.2

14.1

13.1

11.5

10.3

8.6

7.8

7.4

84.8

75.1

53.3

36.7

29.4

24.3

23.2

22.6

4.0

3.5

3.2

3.0

7.0

6.1

5.6

4.4

3.0

2.8

2.8

2.7

57.5

781.9

65.0

22.6

927.1

CPU

Revenue

174.6

110.8

5.0

-

48.3

29.6

49.4

366.1

7.5

4.3

427.2

-

0.2

-

-

-

-

20.3

4.3

3.1

-

-

-

-

2.1

0.8

•^

0.1

1.3

-

-

0.2

-

0.4

1.0

0.6

0.6

0.4

-

0.2

2.0

0.6

1.3

0.6

0.6

0.2

Service

Revenue

44.1

26.7

37.8

34.3

3.2

7.1

3.5

2.6

1.3

3.4

9.4

3.8

2.9

7.2

3.0

1.8

0.1

0.5

0.5

191.0

10.4

7.2

209.1

Note: Because vendor data includes OEM revenue and shipments, the sum of vendors is greater than the total.

Source: Dataquest (August 1995)

1994

Share of

Market (%)

23.6

15.9

9.1

8.1

5.8

4.0

2.0

1.5

1.4

1.2

3.2

2.6

2.5;

2.4

1.1

0.9

0.8

0.8

0.8

0.7

0.6

0.5

0.4

6.2

84.3

7.0

2.4

100.0

0.4

0.3

0.3

0.3

0.3

0.3

0.3

CCAM-EU-MT-9501 ©1995 Dataquest Incorporated December 4,1995

46

CAD/CAM/CAE/GIS Europe

Table A-10

1994 CAD/CAM/CAE/GIS Total Vendor Market Share Update (Millions of U.S. Dollars)

Top 15 CAD/CAM/CAE/GIS Companies, Benelux, All Operating Systems

4

5

6

7

Rank

1

2

3

8

9

10

11

12

13

14

15

Company Name

Digital Equipment

IBM

Hewlett-Packard

Intergraph

Sun Microsystems

EDS Unigraphics

Silicon Graphics

Autodesk

Parametric Technology

Siemens Nixdorf Informationssysteme

Star Informatic

ESRI lEZ

Hochtief

Synopsys

Other Companies

All North American Companies

CPU

Shipments

(Units)

4,233

1,584

1,819

999

838

255

378

-

-

165

97

-

80

44

-

6,165

8,011

Software

Revenue

-

7.2

0.7

9.0

-

9.0

-

12.0

7.2

2.7

3.5

3.9

2.5

1.5

1.4

21.7

CPU

Revenue

53.5

23.7

32.2

8.8

13.7

3.6

11.2

-

"

1.9

0.9

-

1.1

0.6

-

19.8

116.8

Service

Revenue

8.3

7.1

6.7

8.4

2.7

3.3

1.5

-

2.0

1.9

0.8

0.7

0.8

1.1

0.7

9.4

47.4

All European Companies

All Asian Companies

All Companies

695

15

14,699

63.0

23.1

0.7

94.2

8.3

0.3

142.4

8.6

0.5

59.3

Note: Because vendor data includes OEIVI revenue and shipments, the sum of vendors is greater than the total.

Source: Dataquest (August 1995)

Total

Factory

Revenue

61.8

40.3

39.6

28.1

16.4

15.9

12.8

12.0

9.3

6.8

2.1

56.4

231.6

41.8

5.4

4.6

4.5

3.2

1.5

306.8

1994

Share of

Market (%)

20.1

13.1

12.9

9.2

5.3

5.2

4.2

3.9

3.0

2.2

0.7

18.4

75.5

13.6

1.7

1.5

1.5

1.0

0.5

100.0

CCAM-EU-MT-9501

©1995 Dataquest Incorporated' December 4,1995

European CAD/CAM/CAE/GIS Market Statistics

47

Table A-11

1994 CAD/CAM/CAE/GIS Total Vendor Market Share Update (Millions of U.S. Dollars)

Top 15 CAD/CAM/CAE/GIS Companies, France, All Operating Systems

Rank

1

2

7

8

9

10

3

4

5

6

11

12

13

14

15

Company Name

IBM

Digital Equipment

Sun Microsystems

Hewlett-Packard

Matra Datavision

Computervision

Intergraph

Silicon Graphics

Autodesk

Parametric Technology

Cadence

Mentor Graphics

Serbi

EDS Unigraphics

SDRC

Other Companies

All North American Companies

AU European Companies

All Asian Companies

All Companies

CPU

Shipments

(Units)

4,723

6,260

4,344

3,190

1,234

-

1,842

850

-

'-

32

640

137

-

13,708

17,401

2,537

30

33,300

Software

Revenue

37.5

5.3

34.7

-

-

23.3

16.3

' i , : .

22.5

15.9

9.4

7.6

6.8

4.8

5.3

67.6

184.0

70.6

1.4

277.6

CPU

Revenue

84.1

79.6

71.9

56.7

18.0

-

17.1

25.3

-

-.

r

0.9

2.0

2.0

-

44.8

278.8

28.4

0.6

347.2

Service

Revenue

35.4

11.7

1.8

2.6

24.1

159.1

4.5

7.9

6.9

-

14.4

13.2

5.7

31.3

15.4

3.5

-

16.3

1.0

185.8

Total

Factory

Revenue

168.4

91.3

86.3

75.1

62.1

Note: Because vendor data includes OEM revenue and shipments, the sum of vendors is greater than the total.

Source: Dataquest (August 1995)

8.6

7.9

151.1

637.8

120.5

3.0

845.0

54.6

52.6

28.8

22.5

20.4

17.3

15.4

8.8

1994

Share of

Market (%)

19.9

10.8

10.2

8.9

7.4

1.0

0.9

17.9

75.5

14.3

0.4

100.0

2.4

2.0

1.8

1.0

6.5

6.2

3.4

2.7

CCAM-EU-MT-9501 ©1995 Dataquest Incorporated December 4,1995

48

CAD/CAM/CAE/GIS Europe

Table A-12

1994 CAD/CAM/CAE/GIS Total Vendor Market Share Update (Millions of U.S. Dollars)

Top 15 CAD/CAM/CAE/GIS Companies, Germany, All Operating Systems

Rank

1

2

3

4

5

10

11

12

13

6

7

8

9

14

15

Company Name

IBM

Hewlett-Packard

Digital Equipment

Sun Microsystems

Siemens Nixdorf Informationssysteme

Intergraph

Nemetschek

Computervision

Autodesk lEZ

Silicon Graphics

ASCAD strassle Informationssysteme

Matra Datavision

Mentor Graphics

Other Companies

All North American Companies

All European Companies

AU Asian Companies

All Companies

CPU

Shipments

(Units)

14,142

10,604

10,985

7,478

3,265

2,768

1,974

-

-

699

1,039

500

211

563

51

48,742

39,976

11,136

91

97,671

Software

Revenue

79.0

28.4

-

-

-

57.0

26.7

50.0

22.8

42.0

21.3

11.3

20.5

15.8

12.2

199.9

310.6

332.4

4.1

685.0

CPU

Revenue

224.0

186.2

139.3

120.7

40.3

24.5

18.4

-

-

9.9

30.9

14.7

2.8

8.2

1.5

159.7

620.4

140.0

1.7

895.7

Service

Revenue

77.6

46.4

20.3

24.4

40.5

24.9

6.9

31.3

-

6.5

4.2

3.5

6.5

2.6

11.0

72.6

281.5

109.3

2.9

412.5

Note: Because vendor data includes OEM revenue and shipments, the sum of vendors is greater than the total.

Source: Dataquest (August 1995)

Total

Factory

Revenue

404.6

261.0

159.6

145.1

141.6

28.4

24.6

479.3

1,244.3

608.4

9.0

2,093.9

81.5

79.2

54.1

42.0

39.3

35.1

34.6

29.9

1994

Share of

Market (%)

19.3

12.5

7.6

6.9

6.8

1.4

1.4

1.2

22.9

59.4

29.1

0.4

100.0

3.9

3.8

2.6

2.0

1.9

1.7

1.7

CCAM-EU-MT-9501 ©1995 Dataquest Incorporated

December 4,1995

European CAD/CAM/CAE/GIS Market Statistics

49

Table A-13

1994 CAD/CAM/CAE/GIS Total Vendor Market Share Update (Millions of U.S. Dollars)

Top 15 CAD/CAM/CAE/GIS Companies, Italy, All Operating Systems

4

5

6

7

Rank

1

2

3

8

9

Company Name

IBM

Digital Equipment

Hewlett-Packard

Sun Microsystems

CAD Lab

Computervision

Intergraph

Autodesk

Siemens Nixdorf Informationssysteme

CPU

Shipments

(Units)

3,324

4,289

2,648

1,897

496

-

486

-

310

Software

Revenue

15.7

-

3.7

-.

11.9

9.7

4.6

13.5

5.1

CPU

Revenue

51.3

54.3

46.8

31.4

6.5

-

4.5

-

3.6

Service

Revenue

15.7

8.4

10.7

5.9

5.7

13.0

4.4

-

3.6

Total

Factory

Revenue

87.4

62.7

61.1

37.2

24.0

22.6

14.4

13.5

12.6

10

11

12

13

14

' l 5

Silicon Graphics

Matra Datavision

ESRI

Parametric Technology

Cadence lEZ

330

188

-

-.

92

-

5.3

6.8

5.9

3.3

2.8

9.8

2.7

-

-^

^

1.3

1.4

0.9

1.3

1.7

2.7

0.9

Other Companies

All North American Companies

7,829

10,394

48.3

78.5

30.8

160.4

21.8

72.1

110.9

317.0

AO European Companies

All Asian Companies

All Companies

1,950

15

19,169

39.6

0.7

128.1

20.1

0.3

200.4

15.2

0.5

92.2

Note: Because vendor data includes OEM revenue and shipments, the sum of vendors is greater than the total.

Source: Dataquest (August 1995)

78.6

1.5

436.2

11.2

9.5

8.1

7.5

6.0

5.2

1994

Share of

Market (%)

20.0

14.4

14.0

8.5

5.5

5.2

3.3

3.1

2.9

2.6

2.2

1.8

1.7

1.4

1.2

25.4

72.7

18.0

0.3

100.0

CCAM-EU-MT-9501 ©1995 Dataquest Incorporated

December 4,1995

50 CAD/CAM/CAE/GIS Europe

Table A-14

1994 CAD/CAM/CAE/GIS Total Vendor Market Share Update (Millions of U.S. Dollars)

Top 15 CAD/CAM/CAE/GIS Companies, Scandanavia, All Operating Systems

8

9

10

11

4

5

6

7

Rank

1

2

3

Company Name

IBM

Digital Equipment

Intergraph

Hewlett-Packard

Sun Microsystems

Mentor Graphics

Autodesk

Computervision

Silicon Graphics

Parametric Technology

ESRI

CPU

Shipments

(Units)

2,708

3,765

1,615

1,846

1,241

33

-

Software

Revenue

14.2

14.4

0.7

8.0

13.5

4.2

CPU

Revenue

42.6

47.4

14.5

32.6

20.3

1.0

-

Service

Revenue

14.1

7.0

13.6

6.8

3.7

7.2

-

5.5

1.0

1.7

1.1

236

;

6.1

5.8

7.0

-

12

13

14

15

Cadence

Sysdeco Innovation

Siemens Nixdorf Infoimationssysteme

SDRC

Other Companies

All North American Companies

AU European Companies

All Asian Companies

• - • •

59

103

6,641

9,371

466

15

16,291

3.1

1.6

1.7

2.3

27.6

87.5

14.0

0.7

— •

1.8

1.2

20.8

135.2

6.1

0.3

160.0

2.6

1.8

1.2

1.2

9.9

70.5

5.5

0.5

80.6 All Companies

112.3

Note: Because vendor data includes OEM revenue and shipments, the sum of vendors is greater than the total.

Source: Dataquest (August 1995)

5.6

5.5

4.1

3.5

63.4

300.9

27.2

1.5

366.4

Total

Factory

Revenue

75.2

54.4

45.7

40.1

24.0

16.1

13.5

9.7

8.0

7.9

6.9

1994

Share of

Market (%)

20.5

14.8

12.5

10.9

6.6

4.4

3.7

2.7

2.2

2.1

1.9

1.5

1.5

1.1

1.0

17.3

82.1

7.4

0.4

100.0

CCAM-EU-MT-9501 ©1995 Dataquest Incorporated December 4,1995

European CAD/CAM/CAE/GIS Market Statistics

51

Table A-15

1994 CAD/CAM/CAE/GIS Total Vendor Market Share Update (Millions of U.S. Dollars)

Top 15 CAD/CAM/CAM/GIS Companies, Spain, All Operating Systems

4

5

6

Rank

1

2

3

11

12

13

14

15

7

8

9

10

Company Name

Hewlett-Packard

IBM

Intergraph

Sun Microsystems

Digital Equipment

Siemens Nixdorf Informationssysteme

Computervision

Autodesk

Silicon Graphics

Softronics

ESRI

EDS Unigraphics

Parametric Technology

Genasys II

Investronica SA

Other Companies

All North American Companies

All European Companies

All Asian Companies

All Companies

CPU

Shipments

(Units)

1,695

1,069

674

652

722

171

-

-

142

269

-;.

49

-

18

56

3,952

4,222

684

-

8,707

Software

Revenue

0.5

4.0

6.2

-

-

2.8

2.7

6.0

-

3.0

2.9

1.7

2.2

1.1

0.4

12.7

33.3

12.8

-

50.0

CPU

Revenue

30.1

15.4

6.2

10.6

9.0

2.0

• ^ • • •

-

4.2

0.3

-

0.7

-

0.3

0.4

12.7

63.8

4.8

-

79.4

Service

Revenue

6.2

4.2

5.8

1.6

1.6

1.9

3.6

-

0.6

'

0.5

0.6

0.6

0.4

0.3

6.4

28.7

4.9

35.4

Note: Because vendor data includes OEM revenue and shipments, the sum of vendors is greater than the total.

Source: Dataquest (August 1995)

Total

Factory

Revenue

36.9

24.8

19.6

12.2

10.5

6.9

34.9

128.7

24.1

171.9

3.5

3.1

2.9

1.9

1.7

6.3

6.0

4.8

3.7

1994

Share of

Market (%)

21.4

14.4

11.4

7.1

6.1

4.0

20.3

74.9

14.0

-

100.0

2.0

1.8

1.7

1.1

1.0

3.7

3.5

2.8

2.2

CCAM-EU-MT-9501 ©1995 Dataquest Incorporated December 4,1995

52

CAD/CAM/CAE/GIS Europe

Table A-16

1994 CAD/CAM/CAE/GIS Total Vendor Market Share Update (Millions of U.S. Dollars)

Top 15 CAD/CAM/CAE/GIS Companies, United Kingdom, All Operating Systems

12

13

14

15

8

9

10

11

4

5

6

7

Rank

1

2

3

Company Name

Digital Equipment

Sun Microsystems

IBM

Hewlett-Packard

Computervision

Intergraph

Silicon Graphics

ICL

Sysdeco Irmovation

Autodesk

Parametric Technology

EDS Unigraphics

Radan Computational

Mentor Graphics

Cadence

Other Companies

All North American Companies

All European Companies

All Asian Companies

All Companies

CPU

Shipments

(Units)

7,718

4,630

4,143

3,209

-

2,101

944

829

212

-

-

270

333

30

-

17,154

18,292

Software

Revenue

6.6

31.7

9.5

8.4

7.1

7.1

83.2

183.1

80.1

2.7

287.6

-

9.9

6.2

22.5

14.2

-

-

13.6

19.3

CPU

Revenue

98.3

76.2

57.5

55.4

-

18.9

28.1

15.4

5.6

-

3,272

61

37,479

-

60.6

269.8

44.4

-

3.8

4.3

0.9

1.1

361.1

Note: Because vendor data includes OEM revenue and shipments, the sum of vendors is greater than the total.

Source: Dataquest (August 1995)

Total

Factory

Revenue

113.5

90.6

89.4

75.1

74.7

60.6

32.0

27.3

23.2

22.5

18.2

16.8

16.0

14.4

13.1

192.4

622.0

166.4

6.0

882.2

Service

Revenue

15.2

14.4

14.4

13.1

43.1

18.1

3.9

34.2

159.6

30.5

1.9

201.7

3.5

2.6

6.4

6.0

2.1

6.3

-

4.0

1994

Share of

Market (%)

12.9

10.3

10.1

8.5

8.5

6.9

2.1

1.9

1.8

1.6

3.6

3.1

2.6

2.5

1.5

21.8

70.5

18.9

0.7

100.0

CCAM-EU-MT-9501 ©1995 Dataquest Incorporated December 4,1995

European CAD/CAM/CAE/GIS Market Statistics

53

Table A-17

1994 CAD/CAM/CAE/GIS Total Vendor Market Share Update (Millions of U.S. Dollars)

Top 15 CAD/CAM/CAE/GIS Companies, Rest of Europe, All Operating Systems

Rank

1

2

3

4

5

6

7

Company Name

Hewlett-Packard

Sun Microsystems

Silicon Graphics

IBM

Autodesk lEZ

CPU

Shipments

(Units)

1,824

1,762

614

1,032

-

276

358

Software

Revenue

0.5

-

-

2.0

18.0

8.4

5.9

CPU

Revenue

30.1

28.7

18.3

14.2

-

3.9

4.2

Service

Revenue

6.0

5.6

2.5

2.4

-

2.6

4.2

Total

Factory

Revenue

36.6

34.3

20.8

19.1

18.0

15.5

14.7

8

9

10

11

12

Siemens Nixdorf Infonnatioiissysteme

Intergraph

Applicon

Cadence

Parametric Technology

Digital Equipment

376

69

i :

-

393

3.3

2.7

3.3

4.5

-

3.4

1.1

-

-

4.7

3.2

1.8

2.7

1.3

0.8

13

14

15

RIB/Bausoftware

MacNeal-Schwendler

Matra Datavision

25

^ •

4.2

3.5

2.3

0.4

-

1.2

0.6

0.9

0.4

5.4

4.4

4.1 80

Other Companies

All North American Companies

All European Companies

All Asian Companies

All Companies

13,162

5,163

1,729

-

19,310

27.6

49.6

46.8

• :

102.4

39.9

85.5

16.9

^ •

137.5

10.5

32.6

16.2

51.3

Note: Because vendor data includes OEM revenue and shipments, the sum of vendors is greater than the totai.

Source: Dataquest (August 1995)

88.8

170.1

84.7

306.3

10.7

6.3

6.0

5.7

5.4

1994

Share of

Market (%)

11.9

11.2

6.8

6.2

5.9

5.1

4.8

1.7

1.4

1.3

29.0

55.5

27.6

-

100.0

3.5

2.1

2.0

1.9

1.8

CCAM-EU-MT-9501 ©1995 Dataquest Incorporated December 4,1995

Appendix B

Methodology

To provide a comprehensive view of the CAD/CAM/CAE/GIS industry,

Dataquest's CAD/CAM/CAE/GIS group maintains a large database of industry information. The type of information contained in the database is depicted in Figure B-1.

Market Share Methodology

Dataquest uses both primary and secondary sources to produce our market-share data. In the fourth quarter of each year and second quarter of the subsequent year, we survey all participants in each industry. Each vendor is offered the opportimity to report the information required. Although there is a primary contact for each company, large companies are surveyed across product lines and geographic regions. Thus, there is a corresponding increase in the number of contacts at large companies. (Dataquest maintains a large contact database on all sources of information.)

Figure B-1

CAD/CAM/CAE/GIS Market Database

• More than 300 Active Compani

• Over 100 Subapplications

• 27 Industries

• 27 Operating Systems

• 18 Countries/Regions

• History from 1989

Applications

Source: Dataquest (October 1995)

CCAM-EU-MT-9501 ©1995 Dataquest Iticorporated

9504551

55

56 CAD/CAM/CAE/GIS Europe

Examples of the job titles of people contacted for information include the following:

• President and CEO

• Vice president and general manager

• Vice president of marketing

• Vice president, strategic product planning

• Director of strategic planning

• Director of marketing

• Director of market development

• Manager, C A D / C A M / C A E / G I S marketing programs

• Market research analyst

The Audit Process

Data supplied by vendors is evaluated against information drawn from many sources, including the following:

• Revenue published by major industry participants

• Estimates made by knowledgeable and reliable industry spokespersons

• Government or trade association data

• Published product literature and price lists

• Interviews with knowledgeable manufacturers, distributors, and users

• Relevant economic data

• Information and data from online data bariks

• Articles in the general and trade presses

• Annual reports, SEC documents, and credit reports

• Company publications and pres^ releases

• Reports from financial analysts

• User studies

• Reseller and supplier reports and reports from vendors' competitors

Dataquest also sums vendor revenue across other industries covered by

Dataquest to make sure revenue is not credited twice. We also check with multiple sources at companies to cross-check data.

Dataquest analysts have many years of experience in applying the tools described to get the most accurate information possible on a particular company (such as what to use when and what industry averages are). We believe the estimates presented in this report are the most accurate and meaningful generally available today It is the C A D / C A M / C A E / G I S group's policy to continually update its market information based on new data received, in order to arrive at the most accurate market representation possible.

CCAM-EL)-I\/IT-9501 ©1995 Dataquest Incorporated " December 4,1995

Methodology 57

Dataquest's C A D / C A M / C A E / G I S market numbers are often higher than those reported by other sources. We survey worldwide, which involves more vendors, higher total market revenue, lower market share per vendor, and a more accurate market picture. This is particularly useful when comparing regions or applications.

Forecast Methodology

Fundamental to the way Dataquest conducts its research is the underlying philosophy that the best data and analyses come from a well-balanced program. This program includes the following: balance between primary and secondary collection techniques; balance between supply-side and demand-side analysis; balance between focused, industry-specific research and coordinated, big-picture analysis aided by integration of data from more than 25 separate high-technology industries Dataquest covers; and balance between the perspectives of experienced industry professionals and rigorous, disciplined techniques of seasoned market researchers.

Dataquest also analyzes trends in the macro environment that can have major influences on both supply-side and demand-side forecasting. In addition to demographics, analysts look at gross domestic product (GDP) growth, interest rate fluctuation, business expectations, and capital spending plans. In the geopolitical arena, the group looks at trade issues, political stability or lack thereof, tariffs, nontariff barriers, and such factors as the effect on Europe of the year's events.

Figure B-2 shows the C A D / C A M / C A E / G I S forecasting model. The overall forecasting process uses a combination of forecasting techniques such as time series and technological modeling.

Market estimates and forecasts are derived using the following research techniques: a Segment forecasting: Individual forecasts are derived for each application segment tracked by the C A D / C A M / C A E / G I S group. Specifically, each application, segmented by product, region, and platform, is forecast and rolled up. In this way, each application segment incorporates its ovim set of unique assumptions. a Demand-based analysis: Market growth is tracked and forecast in terms of the present and anticipated demand of current and future users. This requires the development of a total available market model and a satisfied available market figure to assess the levels of penetration accurately. Dataquest analysts also factor in the acceptance or ability for users to consume new technology. a Capacity-based analysis: This method involves identifying future shipment volume constraints. These constraints, or ceilings, can be the result of component availability, manufacturing capacity, or distribution capacity. In any case, capacity limitations are capable of keeping shipments below the demand level.

CCAM-EU-MT-9501 ©1995 Dataquest Incorporated December 4,1995

CAD/CAM/CAE/GIS Europe 58

Figure B-2

C A D / C A M / C A E / G I S Forecasting M o d e l

User/Demand-Side Data

• Projected Budget Growth and Allocations

• Business and System Requirements

• Purcliasing Procedures

• Criteria for Selection

• Regular Application End-User Surveys

1

Vendor/Supply-Side Data

• Product Shipment Projections

• Factory Revenue

• Strategic Alliances

• Marketing Strategies

1

Market Sizing and

•Market Projection

1

Technology Assessments

• Technology Developments

• Standards Development

• Price/Performance Development

Environmental Analysis

• Economic Forecasts

• Industry/Competitive Climate

9SOE:

BS.l

Source: Dataquest (October 1995)

Segmentation Definitions

This section lists the definitions specific to this document. The following paragraphs define the segments.

Applications

Mechanical

The mechanical segment refers to computer-aided tools used by engineers, designers, analysts, technicians, and draftspeople working predominantly in the discrete manufacturing industries, but includes government and education. Users of mechanical C A D / C A M / C A E tools work in all departments across the typical organization, with a majority found in product design, advanced engineering, and manufacturing engineering. Common design applications include conceptual design, industrial design, structural or thermal analysis, detail design, and electromechanical design (the mechanical part of design with electrical or electronic components and mechanisms). Common manufacturing applications include tools and fixture design, numerical control part programming, offline robotics programming, and interface to quality-control systems. Management tools for database control and distribution are included in this segment, as well as user-defined application programming.

CCAM-EU-MT-9501 ©1995 Dataquest Incorporated

December 4,1995

Methodology 59

Architecture, Engineering, and Construction (AEC)

The AEC segment covers the use of computer-aided tools by architects, contractors, plant engineers, civil engineers, and other people associated with these disciplines to aid in designing and managing buildings, industrial plants, ships, and other types of nondiscrete entities.

Geographic Information Systems/Mapping (GIS/Mapping)

GIS is computer-based technology, and the segment comprises of hardware, software, and data used to capture, edit, display, and analyze spatial

(tagged by location) information.

Electronic Design Automation (EDA)

The EDA segment covers computer-based tools used to automate the process of designing an electronic product, including printed circuit boards,

ICs, and systems. EDA includes ECAE, IC layout, and P C B / h y b r i d / M C M as follows:

• Electronic computer-aided engineering (ECAE): These are computeraided tools used in the engineering or design phase of electronic products (as opposed to the physical layout phase of the product). Examples of ECAE applications are schematic capture and simulation.

• IC layout: This is a software application tool that is used to create and validate the physical implementation of an IC. The IC layout category comprises polygon editors, symbolic editors, placement and routing

(gate array, cell, and block), design verification tools (DRC/ERC/ logic-to-layout).

• PCB/hybrid/MCM: This segment covers products used to create the placement and routing of the traces and components laid out on a printed circuit board. Also included in this category are thermal analysis tools.

Regions

The regions covered in the service database are defined as follows:

North America

North America includes the United States, Mexico, and Canada.

Europe

Europe includes Benelux (Belgium, the Netherlands, and Luxembourg),

France, Germany, Italy, Scandinavia (Denmark, Finland, Norway, and

Sweden), Spain, the United Kingdom, and the Rest of Europe (Austria,

Switzerland, and central and eastern Europe [including Russia and all other European countries/principalities]).

Japan

Asia/Pacific

Asia/Pacific includes China, Hong Kong, Korea, Singapore, and Taiwan.

CCAM-EU-MT-9501 ©1995 Dataquest Incorporated December 4,1995

60 CAD/CAM/CAE/GIS Europe

Rest of World

Rest of World comprises all other countries including Africa, Australia,

Caribbean Islands, Central America, India, Middle East, New Zealand, and South America

Operating Systems

• Dataquest defines the operating systems as follows:

• UNIX: This includes all UNIX variants and older workstation operating systems.

• Host: Host includes mirucomputer and mainframe operating systems in which the functions of external workstations are dependent on a host computer.

• Windows NT: Windows NT is the Microsoft operating system. We understand codes for Windows NT and Windows will be merged within three years. The probability is high that Microsoft will develop a client environment and a server environment. In our forecast, the future client environment is included in PC operating systems, and the future server environment is referenced as NT. Also included in NT is potential for an additional, new, high-end operating environment that could be developed by any vendor.

• PC: PC includes DOS, V^ndows, Windows 95, and Apple operating systems.

Metrics

The following paragraphs define measurements:

• Total factory revenue is defined as the amount of money received by a manufacturer for its goods and services measured in U.S. dollars. Total factory revenue does not include revenue a company may receive from products sold to another company for resale (OEM revenue). Total factory revenue is the sum of software revenue, hardware revenue, and service revenue.

• Unit shipment is defined as the number of seats delivered (number of possible simultaneous users of product delivered) excluding OEM shipments.

• Hardware revenue is revenue derived from sales of CPUs (including operating systems), terminals (for host-dependent systems), and peripherals.

• Software revenue is derived from the sale of application software that exists on a company's standard price list.

• Service revenue is defined as all revenue derived from the service and support of C A D / C A M / C A E / G I S systems. Service revenue can be calculated in the tables by subtracting hardware and software revenue from total revenue. A split by hardware service and software service is available through inquiry to clients of Dataquest's C A D / C A M / C A E /

GIS service programs. a Maintenance fees are for hardware and software.

CCAM-EU-MT-9501 ©1995 Dataquest Incorporated December 4,1995

Methodology 61

• Management and operations services include help desk, education and training, disaster recovery, vaulting, and configuration management. o Service bureau includes project work such as construction of database, data conversion, product design, analysis, or manufacturing. d Application development includes design and development of customized software applications, the modification and/or enhancement of customization of existing software applications, and adding new functionality. a Consulting revenue is the assessment of CAD/CAM/CAE/GIS business and information technology needs as well as the formulation of a plan based on needs identification.

• Implementation and integration services are the planning, implementation, migration, and integration of software products (software network support and integration, account integration management, data center design, and construction).

CCAM-EU-I\/IT-9501 ©1995 Dataquest Incorporated December4,1995

For More Information...

Petra Gartzen, Industry Analyst (+44) 1494-422722

Internet address [email protected]

Via fax (+44)1494-422742

The content of this report represents our interpretation and analysis of information generally available to the public or released by responsible individuals in the subject companies, but is not guaranteed as to accuracy or completeness

It does not contain material provided to us in confidence by our clients. Reproduction or disclosure in whole or in

UdlSQUCSl part to other parties shall be made upon the written and express consent of Dataquest.

MMMB ThcOun&Bnadsticet Corporation Dataquest is a registered trademark of A.C. Nielsen Company

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a company of

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©1995 Dataquest Incorporated

CCAM-EU-MT-9501

Mr. Hiep Luong

Dataquest Incorporated

1-8500

—INTERNAL DIST.--

Qty:

DataQuest

Architecture, Engineering, and

Construction CAD

Market Trends

Program: AEC and GIS Applications Worldwide

Product Code: CAEC-WW-MT-9501

Publication Date: March 27,1995

Filing: Market Analysis

Architecture, Engineering, and

Construction CAD

Market Trends

Program: AEC and GIS Applications Worldwide

Product Code: CAEC-WW-I\/IT-9501

Publication Date: March 27,1995

Filing: Market Analysis

Architecture, Engineering, and Construction CAD

Table of Contents

Page

1. The State of the Industry 1

AEC CAD Market by AppUcation 2

AEC CAD Market by Region 5

AEC CAD Market by Platform 6

AEC CAD Market by Industry 6

AEC CAD Market by Operating System 7

AEC CAD Market Structure 8

Competition 8

Barriers to Entry 9

Buyers 15

Substitutes for AEC CAD 17

Market Suppliers 17

New Market Entrants 17

Market Trends 18

Fewer New Projects 18

Lower Tolerance for Risk 18

Consolidation in AutoCAD Add-On Software 19

Key Success Factors 20

2. AEC CAD Market Forecast, 1991 to 1998 21

AEC CAD Market Forecast Assumptions 21

Where Are the Best Opportunities? 22

Forecast Overview 22

Architectural Apphcations 22

Civil and Structural Applications 27

Facilities Design and Management Apphcations 27

Process Plant Design Applications 28

The Future for All Apphcations 29

CAEC-WW-MT-9501 ©1995 Dataquest Incorporated IVIarch 27,1995

AEC and GIS Applications Worldwide

List of Figures

Figure Page

1-1 Top Six AEC Software Companies by Revenue 2

1-2 AEC CAD Software Revenue by Application 3

1-3 Top Six Architectural Software Companies by Revenue 4

1-4 Top Eight Process Plant Design Software Companies by

Revenue 6

1-5 Top Six Civil/Structural Software Companies by Revenue 8

1-6 Top Five Facilities Design/Management Software Companies by

Revenue 10

1-7 AEC Software Revenue by Region, 1993 10

1-8 Vendor AEC CAD Software Revenue History by Region 11

1-9 AEC Software Revenue by Platform, 1993 15

2-1 AEC Software Revenue Forecast by Region 23

2-2 AEC Software Revenue Forecast by Platform 24

CAEC-WW-MT-9501 ©1995 Dataquest Incorporated March 27,1995

Architecture, Engineering, and Construction CAD ii[

List of Tables ^ ^ ^ ^ — ^ ^ ^ ^ - ^ . . ^ ^ ^ ^ . ^ ^ . . »

Table Page

1-1 Worldwide AEC Software Revenue by Company 1

1-2 Architectural Software Revenue Worldwide by Company 3

1-3 Process Plant Design Software Revenue by Company 5

1-4 Civil/Structural Software Revenue by Company 7

1-5 Facilities Design/Management Software Revenue by Company 9

1-6 North American AEC Software Revenue by Application 12

1-7 European AEC Software Revenue by AppHcation 13

1-8 Asian AEC Software Revenue by Application 14

1-9 AEC CAD Software Revenue by Buyers' Industry 15

1-10 AEC CAD Software Revenue by Operating System 16

2-1 AEC Software Revenue Forecast by Region 25

2-2 AEC Software Revenue Forecast by Platform 26

CAEC-WW-I\/IT-9501 ©1995 Dataquest Incorporated March 27,1995

Chapter 1

The State of the Industry

The AEC CAD software market reached $794.1 million worldwide in 1993 and is expected to hit $867 million in 1994 —an increase of 9.2 percent, somewhat down from the double-digit growth of previous years. The entire AEC CAD market—software, hardware, and service revenue combined—reached $2.44 biUion in 1993 and is expected to grow 5.7 percent, to $2.58 billion, in 1994. This lower growth in the total market is primarily due to falling computer prices.

Autodesk's dominant position in the AEC CAD software market is soHdifying. The company holds nearly 22 percent of the software market based on revenue; No. 2 Intergraph is well behind with just under 14 percent market share (see Table 1-1 and Figure 1-1). Intergraph's AEC revenue is made up of several product lines, while nearly all of Autodesk's market position is built on AutoCAD. Thus the AutoCAD product holds an even stronger position than Autodesk's market share would indicate.

Table 1-1

Worldwide AEC Software Revenue by Company (Millions of Dollars)

Company

Autodesk

Intergraph

Fujitsu

Nemetschek

IBM lEZ

Computervision

NEC

Softdesk^

Kozo Keikaku Engineering

CDS

Nihon Unisys

Soft-Tech Software Technologies

CAD Centre

Dassault^

Eagle Point

CPU

Altium

IsiCAD

T o s h i b a - N o OEM

Graphisoft Software

H a n Dataport

Other Companies

All Companies

1991

3.6

7.5

8.5

10.1

3.8

8.6

7.3

18.5

6.7

4.6

8.5

184.5

670.2

128.2

105.1

30.2

24.7

38.7

19.8

22.7

16.8

8.4

0

13.5

Note: Columns may not add to totals shown because of rounding

Includes ASG acquisition

^May include OEM revenue

Source: Dataquest (March 1995)

1992

12.0

12.7

7.2

5J

6.5

194.1

746.9

6.2

10.4

10.3

11.0

7.1

7.1

146.7

113.2

35.4

32.5

41.5

26.6

26.3

13.4

10.3

11.3

10.3

CAEC-WW-MT-9501 ©1995 Dataquest Incorporated

1993

11.6

11.4

11.3

11.1

10.9

9.6

8.3

172.3

110.5

47.3

44.7

40.2

29.6

20.0

15.6

14.5

12.8

12.4

8.2

7.8

6.7

6.5

182.0

794.1

Percentage

Change,

1992 to 1993

0.6

53.3

35.8

-30.8

-35.8

8.5

17.6

0.5

-6.3

6.3

40.8

13.6

20.2

87.7

9.8

9.7

17.4

-2.4

33.3

37.6

-3.1

11.6

-23.8

15.8

1993 Market

Share (%)

2.0

1.8

1.6

1.6

1.5

1.4

1.4

21.7

13.9

6.0

5.6

5.1

3.7

2.5

1.4

1.4

1.2

1.0

1.0

1.0

0.8

0.8

22.9

100.0

AEC and GIS Applications Worldwide

Figure 1-1

Top Six AEC Softw^are Companies by Revenue (Millions of Dollars)

Millions of Dollars

180-

1 6 0 -

1 4 0 -

1 2 0 -

1 0 0 -

8 0 -

6 0 -

40

20

Autodesk

Intergraph

Fujitsu

Nemetschek

IBM lEZ

1991

Source: Dataquest (March 1995)

1992 1993

9S00963

No. 3 Fujitsu and No. 4 Nemetschek grew faster than Autodesk in 1993, but a good part of Fujitsu's growth is a result of changes in currency conversion. Nemetschek has experienced several years of stunning growth and is expected to continue the pattern in 1994, with growth shghtly above

25 percent. Nemetschek dominates the German market and has been expanding in Europe. The company's success is attributable in part to the fact that German buyers are more willing to pay a higher price for a more sophisticated product than are buyers in other European countries. However, the company's primary advantage derives from the fact that it begctn as an engineering office for the building industry and is still owned by the f oimder. Nemetschek enjoys both an inbred tmderstanding of customer requirements and the drive and coherence that is sometimes fostered when the original visionary is still at the helm.

AEC CAD Market by Application

Architectural CAD, defined as software used in the design and drafting of buildings and grounds, is the largest and fastest-growing AEC CAD application and now accounts for 41.6 percent of all AEC CAD software revenue (see Figure 1-2). Autodesk particularly dominates this territory: Sales of PC-based AutoCAD to architects and building engineers represent one of the company's strongholds (see Table 1-2 and Figure 1-3).

Process plant design software includes CAD systems used in design, anedysis, drajfting, and management of process manufacturing and power plants; this application also includes ship and oil-rig design. This market is led by Intergraph, whose success is based on its well-established PDS product and on MicroStation sales into plant design. However, plant design is the most competitive of AEC apphcation because users represent

CAEC-WW-MT-9501 ©1995 Dataquest Incorporated March 27,1995

The State of the Industry

Figure 1-2

AEC CAD Software Revenue by Application

Facilities Design/

Management (11%)

1993 Revenue = $794 Million

Source: Dataquest (March 1995)

%00964

Table 1-2

Architectural Software Revenue Worldwide by Company (Millions of Dollars)

Company

Autodesk

Nemetschek

Intergraph lEZ

Fujitsu

NEC

Nihon Unisys

CPU

Soft-Tech Software Technologies

IBM

Kozo Keikaku Engineering

Graphisof t Software

Softdesk

Micrografx

T o s h i b a - N o OEM

IsiCAD

CDS

RIB/ Bausof tware

RoboCAD Solutions

Microway

Mutoh Industries—No OEM

Other Companies

All Companies

Note: Columns may not add to totals shown because of rounding.

Source: Dataquest (March 1995)

1992

3.7

5.9

3.1

3.2

3.0

8.3

6.3

5.1

4.1

4.2

3.0

4.2

53.3

291.4

73.7

19.5

29.0

15.9

11.7

12.7

6.2

7.1

8.3

1991

1.6

2.8

2.5

51.1

254.6

8.6

6.0

7.7

0

4.1

3.3

4.0

2.0

8.6

4.1

3.1

69.3

14.8

25.6

11.9

10.0

10.1

3.6

1993

3.7

3.7

3.2

3.2

2.7

50.7

330.0

9.1

8.1

7.2

6.7

5.8

4.9

4.0

3.9

86.5

31.3

25.3

17.8

15.6

15.6

11.6

9.6

Percentage

Change,

1992 to 1993

9.8

-3.0

13.6

30.7

41.5

17.3

8.4

-33.7

17.4

60.5

-12.9

11.6

33.3

22.5

87.7

35.8

20.2

13.8

5.6

6.8

-36.4

-4.7

13.2

1993 Market

Share (%)

2.9

2.8

2.4

2.2

2.0

1.8

1.5

1.2

1.2

1.1

1.1

1.0

1.0

0.8

15.4

100.0

26.2

9.5

7.7

5.4

4.7

4.7

3.5

CAEC-WW-MT-9501 ©1995 Dataquest Incorporated

March 27,1995

AEC and GIS Applications Worldwide

Figure 1-3

Top Six Architectural Software Companies by Revenue (Millions of Dollars)

Millions of Dollars

90-

Autodesk

80 H

70

6 0 -

5 0 -

4 0 -

30

20

10

Nemetschek

^— Intergraph lEZ

Fujitsu

•«••• NEC

1991 1992

1993

95009S5

Source: Dataquest (March 1995) a more attractive customer base (see Table 1-3 and Figure 1-4). Most plant design is done by larger companies with relatively larger budgets—that is, companies willing to consider purchasing more sophisticated and thus more expensive CAD systems. Computervision suffered in plant design in particular in 1993, when the company's Dimension 111 product began to suffer from a lack of investment; Computervision's 1994 performance may also suffer in plant design. However, the company enters 1995 with a clearer direction, a result of its new partnership with the software arm of French nuclear plant designer Framatome. Framatome will develop and Computervision will sell a plant design product based on Computervision's new Pelorus development system.

The civil and structural engineering CAD market includes systems used for both site and structural engineering, typically for design and drafting of sites for buildings, roads, bridges, and airports; and for design of steel and concrete structures. Civil engineers design large structures that do not change location; structures that are typically designed to meet the needs of the citizenry.

Autodesk has taken over the lead in civil engineering design software, pulling ahead of Intergraph (see Table 1-4 and Figure 1-5). We believe

Intergraph's revenue drop is mostly caused by the company's being forced to move to the lower-cost solutions that civil engineering design users demand. Eagle Point and Softdesk, both PC-based AutoCAD add-ons, also are showing strong growth in the civil market. We expect the competition between these companies to intensify in the civil segment, particularly in Hght of Eagle Point's recent acquisition of LandCADD, the third largest AutoCAD add-on civil engineering product.

CAEC-WW-I\/1T-9501 ©1995 Dataquest Incorporated March 27,1995

The State of the Industry

Table 1-3

Process Plant Design Software Revenue by Company (Millions of Dollars)

Company 1991

1992

Intergraph

Autodesk

Fujitsu

Computervision

IBM

CAD Centre

Dassault*

EDAADev

H a n Dataport

International Software Systems

Aspen Technology

Kockums Computer Systems

Complansof t CAD

Altium

Assigraph

T o s h i b a - N o OEM

EA Systems

Autotrol

Siemens Nixdorf Info systeme

Soft-Tech Software Technologies

Mutoh Industries—No OEM

Triplan

Other Companies

All Companies

30.0

16.6

149.9

Note; Columns may not add to totals shown because of rounding.

*May include software revenue

Source: Dataquest (March 1995)

5.2

1.0

1.2

1.7

9.6

171.7

2.3

2.0

3.7

1.6

5.1

5.6

0.1

3.6

12.1

21.2

12.5

10.3

11.0

4.7

5.9

4.7

0.1

2.9

2.2

3.4

7.7

4.5

4.9

6.8

27.3

10.3

10.3

16.5

11.6

8.5

10.1

3.5

7.8

2.6

3.2

0.7

2.2

1.5

1.1

1993

5.9

5.6

4.8

4.0

3.1

2.5

2.3

2.2

33.4

19.5

16.1

16.0

12.1

11.3

11.1

6.2

0.9

0.7

9.1

172.7

2.2

1.6

1.3

1.1

Percentage

Change,

1992 to 1993

0.5

20.0

-5.9

-29.0

2,404.0

-30.8

-0.9

8.5

-41.9

11.3

17.4

33.3

-24.7

-3.1

9.7

0.6

31.9

-1.7

-76.0

9.8

-27.1

-59.1

-5.3

0.6

1993 Market

Share (%)

0.9

0.7

0.7

0.5

0.4

5.2

100.0

1.8

1.4

1.3

1.3

1.2

3.4

3.3

2.8

2.3

19.3

11.3

9.3

9.3

7.0

6.5

6.4

3.6

Facilities design and management software includes CAD products used to lay out, inventory, asx6. manage assets (such as personnel, space, equipment, and utilities) within a building or geographic service area. The smallest AEC market segment, this market actually declined in 1993 (see

Table 1-5 and Figure 1-6). The future for this market is relatively bright, however; see Chapter 2 for a complete forecast.

AEC CAD Market by Region

Europe is the largest region for AEC CAD sales, boosted particularly by the relatively heavy investnient in architectural software (see Figure 1-7).

While U.S.-based Autodesk, Intergraph, and IBM have established a good presence in Europe emd Asia, local vendors play heavily in each region.

Thus, competition in North America is primarily between the two strongest companies, Autodesk and Intergraph, while the top five players in

Europe and Asia compete more closely (see Figure 1-8). Details of leading vendor performance by application in each region are provided in

CAEC-WW-MT-9501 ©1995 Dataquest Incorporated March 27,1995

AEC and GIS Applications Worldwide

Figure 1-4

Top Eight Process Plant Design Software Companies by Revenue (Millions of Dollars)

Millions of Dollars

35-

Intergraph

Autodesk

- ^

- ^ -

Fujitsu

5 -

i , i » i . * . ^ . • • • " • • • •

A

w

- ^

Computervision

IBM

........

CAD Centre

- D -

Dassault*

1992

1993 1991

*May include OEM revenue

Source; Dataquest (March 1995)

9500966

Tables 1-6,1-7, and 1-8. We do caution against analysis that attempts to associate design and construction projects with AEC CAD software sales on a regional basis, because much AEC design takes place on a continent other than the one on which the construction actually occurs.

AEC CAD Market by Platform

The AEC market is dominated by the PC platform, particularly among architectural applications (see Figure 1-9). Although PC software revenue is only slightly higher than revenue for workstations and servers, PC seats still dominate the market because PC software costs less per seat. Of the

760,000 AEC seats installed worldwide at the end of 1993, 636,000 were

PCs, more than six times the 91,000 workstations installed. Process plant design is the only appHcation with a substantial user base in technical workstations.

AEC CAD Market by Industry

User investment is heavily concentrated in the service, design, and consulting industries and in construction and building; discrete manufacturing is a suprisingly strong No. 3 (see Table 1-9). However, most sales to discrete manufacturing are to relatively small departments in the enterprise that focus on faciHty management and plant floor layout. Thus, most

AEC vendors find better rewards focusing on process industries, such as chemical, offshore rigs, and pipelines, where AEC CAD tools play a more integral role in the work to be done.

CAEC-WW-MT-9501

©1995 Dataquest Incorporated March 27,1995

The State of the Industry

Table 1-4

Civil/Stractural Software Revenue by Company (Millions of Dollars)

Company

Autodesk

Intergraph

Fujitsu

Nemetschek

Eagle Point

Softdesk

Kozo Keikaku Engineering lEZ

IBM

Computer Services Consultants

CDS

Moss Systems

1991

38.5

42.7

10.0

9.9

3.8

4.5

0

3.0

3.9

3.8

1992

42.6

44.9

11.7

13.0

7.1

5.5

5.0

4.0

Autotrol

Computervision

Research Engineers—Civilsoft

Hochtief

RIB/Bausoftware

T o s h i b a - N o OEM m b Programme

ECOM Associates

4.1

9.7

3.8

3.1

1.6

1.5

1.5

0.7

1.2

0.6

Sigma Designs

Soft-Tech Software Technologies

Other Companies

All Companies

1.7

0.7

19.8

170.0

Note; Columns may not add to totals shown because of rounding.

NA = Not applicable

Source: Dataquest (March 1995)

1.7

1.0

22.2

188.3

4.2

4.0

3.1

5.3

2.4

3.1

1.7

1.7

1.6

1.4

1.2

0

1993

50.0

42.9

15.6

13.4

10.9

in

1.2

1.1

19.7

202.5

2.1

1.8

1.8

1.6

1.5

1.2

3.7

3.6

2.3

2.3

5.7

4.4

4.0

4.0

Percentage

Change,

1992 to 1993

17.4

-4.6

33.3

3.1

53.3

40.0

13.7

11.6

-3.1

1.0

20.2

-32.1

-1.6

-27.2

21.8

7.0

13.8

8.7

22.5

NA

-32.1

9.8

-11.3

73

It is worth noting that users in the shipbuilding industry buy both AEC and mechanical software for similar design problems in approximately equal dollar amounts. Thus, of the $40.6 million in AEC software sold to the shipbuilding industry, an equivalent amotmt of mechanical CAD software is also sold to that industry. Shipbuilding overlaps AEC and mechanical, and it is very difficult to force all shipbuilding revenue to be reported in one application or the other. As a result, we recommend that readers evaluate the shipbuilding opportunity as approximately twice the revenue Hsted in Table 1-9, keeping in mind ttiat half the revenue is generated by products normally sold in mechanical markets.

AEC CAD Market by Operating System

The move to Windows picked up steam in 1993, showing a 66.5 percent growth rate, while workstation-based applications were approximately flat (see Table 1-10). Even though Autodesk is now clearly riding the

1993 Market

Share (%)

24.7

21.2

7.7

6.6

5.4

3.8

2.8

2.2

2.0

2.0

1.8

1.8

1.2

0.8

0.6

0.6

0.6

1.1

1.0

0.9

0.9

0.8

9.7

100.0

CAEC-WW-MT-9501 ©1995 Dataquest Incorporated

March 27,1995

AEC and 6IS Applications Worldwide

Figure 1-5

Top Six CiviyStructural Software Companies by Revenue (Millions of Dollars)

Millions of Dollars

Autodesk

45 H

40

3 5 -

3 0 -

2 5 -

2 0 -

1 5 -

10

5

Intergraph

Fujitsu

Nemetschek

Eagle Point

Softdesk

1991

Source: Dataquest (March 1995)

1992 1993

9500967

Windows bandwagon, 75 percent of the AutoCAD installed base is still on

DOS. For fuUy trained users, software performance is far more important than having a graphical user interface. Moving existing users out of DOS is a challenge for aU PC CAD vendors. This will only happen when users can see that they suffer no performance degradation under new operating environments. Several vendors plan to start shipping software on "Intelcompatible" CD-ROMs, so that the user can at any time choose to run under DOS, DOS with Windows, or Windows NT.

AEC CAD Market Structure

AEC CAD is the use of computer software by architects, contractors, plant engineers, civil engineers, and other professionals associated with these disciplines to aid in designing and managing buildings, industrial plants, ships, and other types of nondiscrete entities.

The AEC design process differs from mechanical and electronic design in that only one product (such as a highway) is built from each design but the product must be maintained for many years.

Competition

The AEC CAD industry can be divided by price point; the high end, led by workstation-based plant design systems often sold direct, and the low end, dominated by Autodesk's AutoCAD, which is sold through dealers.

Autodesk dominates the AEC CAD meirket in terms of software revenue and number of users. Autodesk's DXF file format serves as the industry's de facto file transfer standard and as a constant reminder of the product's pervasiveness. Autodesk has propelled itself to leadership on a low-cost

CAEC-WW-MT-9501 ©1995 Dataquest Incorporated March 27,1995

The State of the Industry

Table 1-5

Facilities Desigi^Management Software Revenue by Company (Millions of Dollars)

Company

Autodesk

IBM

Intergraph lEZ

CDS

IsiCAD

Allium

Accugraph

Sweet's Electronic Publishing

Autotrcl

Siemens Nixdorf Info systeme

ItalCAD

Sigma Designs

Foresight Resources

CADWorks

Computervision

Integrated Computer Graphics

Datagraphic

RIB/Bausoftware

American Small Business Comp.

Softdesk

Star Informatic

Other Companies

All Companies

Note: Columns may not add to totals shown because of rounding.

NA = Not applicable

Source: Dataquest (March 1995)

1.8

0

9.9

95.6

0.9

0.7

0.5

0.3

1.8

0.2

0.8

1.5

1991

10.3

15.5

9.5

4.8

2.5

3.9

3.5

5.0

5.4

9.9

2.2

4.8

1.8

0.5

1.2

1.0

2.3

1.7

1.6

6.2

4.3

1992

13.9

16.6

9.3

6.6

4.1

6.8

4.8

0.2

0

9.8

95.4

1.0

0.7

0.5

0.3

1.1

1.1

1.1

0.9

3.0

2.2

1.5

1.5

1.4

1993

16.4

16.1

9.0

7.4

5.0

4.2

3.3

0.5

0.5

10.1

88.9

0.8

0.7

0.6

0.5

Percentage

Change,

1992 to 1993

17.4

-3.1

-3.7

11.6

20.2

-37.7

-30.8

31.9

30.0

-2.0

-76.0

-66.2

-38.2

146.8

-9.2

-8.3

-20.2

0

13.8

50.3

88.3

NA

3.0

-6.8

1993 Market

Share (%)

18.4

18.1

10.1

8.3

5.6

1.7

1.7

1.6

1.3

4.8

3.7

3.4

2.5

0.6

0.5

0.5

11.3

100.0

1.3

1.2

1.0

0.9

0.8

0.7 drafting software product, while No. 2 Intergraph has defended its oncelarger AEC turf by emphasizing a full range of AEC products and support.

Both strategies have succeeded in creating profitable businesses for the companies. The remaining successful players compete in smaller regional or application niches.

Barriers to Entry

Barriers to entry are steadily rising in the CAD industry. Existing users resist changing CAD vendors because of high costs, in both training and conversion of design data, associated with the switch. Buyers and resellers favor suppliers with existing market strength. Successful market entrants must offer compelling, innovative products to overcome buyer preference for estabhshed vendors. Unfortunately, the structure of the user community nnakes it hard for these buyers to adopt niany promising software capabiUties.

CAEC-WW-MT-9501 ©1995 Dataquest Incorporated March 27,1995

10

AEC and GIS Applications Worldwide

Figure 1-6

Top Five Facilities DesigiVM anagement Software Companies by Revenue

(Millions of Dollars)

Millions of Dollars

Autodesk

IBM

I— Intergraph

- • — lEZ

GDS

— 1 —

1992

1993

1991

Source; Dataquest (March 1995)

Figure 1-7

AEC Software Revenue by Region, 1993 (Millions of Dollars)

Millions of Dollars

350-

3 0 0 -

2 5 0 -

D

Process Plant

Design r-^ Facilities D e s i g n /

' ^ M a n a g e m e n t

esoo9Ba

Civil

Architectural

North America Europe Asia

Source: Dataquest (March 1995)

Rest of World

9S00969

CAEC-WW-MT-9501

©1995 Dataquest Incorporated

March 27,1995

The State of the Industry

FigTire 1-8

Vendor AEC CAD Software Revenue History by Region (Millions of Dollars)

North America

Millions of Dollars

90

Autodesk

Intergraph

5 0 -

4 0 -

3 0 -

2 0 -

10-:

0

1991

— I —

1992 1993

IBM

Softdesk

Computervision

Europe

Millions of Dollars

60

- • — Autodesk

-•— Nemetschek

•TA— Intergraph

- • — lEZ

" * - « IBM

Soft-Tech

•«••• Software

Technologies

1991 1992 1993

Asia

Millions of Dollars

50

Fujitsu

Autodesk

NEC

IBM

Kozo Keikaku

Engineering

Nihon Unisys

1991

Source: Dataquest (March 1995)

1992

1993 ssoogro

11

CAEC-WW-MT-9501

©1995 Dataquest Incorporated

March 27,1995

12

AEC and GIS Applications Worldwide

Table 1-6

Norfh American AEC Software Revenue by Application (Millions of Dollars)

1993

Percentage

Change,

1992 to 1993

Company

AEC Total

Autodesk

Intergraph

IBM

Softdesk

Computervision

Autotrol

Other Companies

All Companies

Architectural

Autodesk

Intergraph

Softdesk

Micrografx

IBM

Other Companies

All Companies

Process Plant Design

Intergraph

Autodesk

Computervision

EDAADev

CAD Centre

IBM

Other Companies

All Companies

Civil/Structural

Intergraph

Autodesk

Eagle Point

Softdesk

Research Engineers—Civilsoft

Other Companies

All Companies

Facilities Design/Management

Autodesk

IBM

Intergraph

Accugraph

IsiCAD

Other Companies

All Companies

1991

56.5

59.6

8.1

6.8

12.6

8.4

70.1

222.1

30.5

15.2

2.7

2.2

1.6

23.0

75.2

11.7

4.5

9.1

3.0

1.4

2.4

15.3

47.4

27.5

17.0

3.8

3.6

1.6

13.2

66.7

4.5

3.2

5.2

4.4

5.1

15.7

38.1

1992

67.2

59.5

12.4

8.3

5.4

5.2

67.7

225.7

33.7

15.2

3.3

2.3

2.5

19.3

76.3

13.8

7.6

4.3

3.8

1.7

3.7

14.7

49.6

25.6

19.5

7.1

4.4

1.7

9.7

68.0

6.4

4.9

4.9

2.1

3.7

9.9

31.9

Note: Columns may not add to totals shown because of rounding.

Source: Dataquest (March 1995)

7.7

5.3

4.7

2.8

2.3

10.3

33.1

81.0

58.0

13.1

11.7

5.8

5.2

75.1

249.9

14.5

9.1

4.7

4.3

4.2

3.9

11.7

52.4

25.5

23.5

10.9

6.3

2.1

10.6

78.9

40.6

13.3

4.7

2.8

2.6

21.5

85.5

5.5

20.5

7.9

14.2

149.7

6.3

-20.4

5.6

20.5

-13.0

41.0

21.8

6.5

11.6

12.2

20.5

-2.5

6.4

40.8

9.2

-0.8

10.9

10.7

20.5

6.5

-3.7

32.7

-37.8

4.0

3.8

-0.4

20.5

53.3

41.0

21.8

10.2

16.0

1993 Market

Share (%)

27.7

17.5

8.9

8.3

8.1

7.5

22.3

100.0

23.2

15.9

14.2

8.5

6.9

31.1

100.0

47.5

15.5

5.5

3.3

3.1

25.2

100.0

32.4

23.2

5.3

4.7

2.3

2.1

30.1

100.0

32.3

29.8

13.9

7.9

2.6

13.5

100.0

CAEC-WW-IVIT-9501 ©1995 Dataquest Incorporated March 27,1995

The State of the Industry 13

Table 1-7

European AEC Software Revenue by Application (Millions of Dollars)

s

1993

Percentage

Change,

1992 to 1993

1991

1992

AEC Total

Autodesk

Nemetschek

Intergraph lEZ

IBM

Soft-Tech Software Technologies

Other Companies

All Companies

Architectural

Nemetschek

Autodesk lEZ

Intergraph

Soft-Tech Software Technologies

Graphisoft Software

Other Companies

All Companies

Process Plant Design

Intergraph

Dassault*

Autodesk

Compute rvision

H a n Dataport

CAD Centre

Other Companies

All Companies

Civil/Structural

Autodesk

Intergraph

Nemetschek lEZ

Computer Services Consultants

Moss Systems

Other Companies

All Companies

49.3

24.7

30.6

19.8

16.3

7.5

129.1

277.3

14.8

26.6

11.9

7.8

6.0

3.4

41.5

112.0

9.8

5.9

3.9

4.8

7.7

5.0

20.8

57.9

14.8

10.3

9.9

3.0

3.8

8.4

7.7

57.9

Facilities Design/Management lEZ

Autodesk

IBM

Intergraph

Other Companies

All Companies

5.0

3.9

6.5

2.7

21.9

40.0

Note: Columns may not add to totals shown because of rounding.

*May include OEM revenue

Source: Dataquest (March 1995)

6.6

5.2

6.0

3.6

23.3

44.7

15.9

15.2

13.0

3.9

4.0

4.4

19.5

75.9

19.5

27.5

15.8

11.1

8.3

3.8

46.3

132.3

13.5

6.1

6.2

14.7

5.9

6.0

23.5

75.9

54.7

32.5

43.4

26.3

14.9

10.4

149.2

331.4

7.0

5.4

5.2

3.5

14.1

35.2

16.5

13.6

13.4

4.2

4.0

2.9

10.8

65.4

15.9

6.9

6.4

6.1

5.9

5.3

18.9

65.4

31.3

28.5

16.7

9.8

9.1

4.9

40.5

140.8

56.9

44.7

42.7

27.8

13.0

11.4

116.9

313.4

18.0

14.0

3.8

-58.6

0.5

-12.0

-19.6

-13.9

3.9

37.6

-1.5

5.9

-13.1

9.8

-21.6

-5.4

60.5

3.9

5.9

-12.2

9.8

28.8

-12.5

6.4

3.9

-10.8

3.1

5.9

1.0

-34.8

-44.6

-13.9

5.9

3.8

-13.1

-2.8

-39.5

-21.4

CAEC-WW-MT-9501 ©1995 Dataquest Incorporated

March 27,1995

1993 Market

Share (%)

18.1

14.3

13.6

8.9

4.1

3.6

37.3

100.0

24.3

10.6

9.8

9.3

9.0

8.1

28.9

100.0

22.2

20.3

11.9

6.9

6.5

3.5

28.8

100.0

22.9

18.8

18.6

5.8

5.5

4.0

16.5

100.0

19.8

15.4

14.8

9.9

40.1

100.0

14

AEC and GIS Applications Worldwide

Table 1-8

Asian AEC Software Revenue by Application (Millions of Dollars)

1993

Percentage

Change,

1992 to 1993 1991

1992

AEC Total

Fujitsu

Autodesk

NEC

IBM

Kozo Keikaku Engineering

Nihon Unisys

Other Companies

All Companies

Architectural

Fujitsu

NEC

Autodesk

Nihon Unisys

CPU

Kozo Keikaku Engineering

Other Companies

All Companies

Process Plant Design

Fujitsu

Compute rvision

IBM

Autodesk

Intergraph

Other Companies

All Companies

Civil/Structural

Fujitsu

Autodesk

Kozo Keikaku Engineering

Intergraph

CDS

Other Companies

All Companies

Facilities Design/Management

IBM

Autodesk

CDS

Allium

Other Companies

All Companies

30.2

21.2

16.8

14

0

3.6

67.4

153.2

10

10.1

11.4

3.6

8.6

0

20.4

64.1

10.3

2.4

4.2

1.7

1.9

18.7

39.2

10

6.3

0

3.4

0.2

13.9

33.8

5.6

1.7

0.3

1.7

6.8

16.1

Note: Columns may not add to totals shown because of rounding.

Source: Dataquest (March 1995)

35.4

21.9

13.4

13.5

11.3

6.2

71.2

172.9

12

1.3

4.1

2.5

1.5

17.4

38.8

11.7

6.3

5

2.3

0.7

12.0

38

5.4

2.1

1

3.4

5.1

17

11.7

12.7

11

6.2

7.1

6.3

24.1

79.1

47.3

27.6

15.6

13.4

12.8

11.6

85.9

214.2

5.4

2.6

2.5

2.2

6.2

18.9

15.6

8

5.1

2.8

1.9

13.6

47.6

16.1

4.9

4

3.1

2.2

19.2

49.5

15.6

15.6

13.8

11.6

9.6

7.2

24.8

98.2

33.4

22.5

26.1

87.7

35.8

13.6

2.9

24.1

33.4

290.5

-1.00

26.1

44.4

10.3

27.6

33.4

26.1

13.7

23.0

151.2

13.3

25.3

-1.0

26.0

151.2

-35.9

21.6

11.1

33.4

26.1

15.8

-1.0

13.6

87.70

20.6

23.9

1993 Market

Share (%)

32.8

16.8

11.9

5.9

3.9

28.6

100.0

32.50

9.90

8.10

6.3

4.5

38.8

100.0

15.9

15.8

14.1

11.8

9.8

7.3

25.3

100.0

22.1

12.9

7.3

6.3

6.0

5.4

40.1

100.0

28.3

13.8

13.2

11.4

32.8

100.0

CAEC-WW-MT-9501 ©1995 Dataquest Incorporated March 27,1995

The State of the Industry

Figure 1-9

AEC Software Revenue by Platform, 1993 (Millions of Dollars)

Personal

Computer

1

m

^ ^ ^ ^ ^ — — K ^

Technical

Workstation and Server

m

^^MmKmmm^^

Host

Dependent

Q Process Plant Design Q| Civil

^ Facilities Design/Management ^ Architectural

50 100 150 200 250

300

Millions of Dollars

Source; Dataquest (March 1995)

350 400

9500971

Table 1-9

AEC CAD Software Revenue by Buyers' Industry (Millions of Dollars)

Services, Design Services, Consulting

Construction, Contracting, Building

Discrete Manufacturing

Total Government

Chemical, Petroleum

Shipbuilding, Offshore Rigs

Education

Utilities, Pipelines

Transportation, Rail, Public Transit

Others

Total

Note: Columns may not add to totals shown iDecause of rounding.

Source; Dataquest (March 1995)

1993 Revenue

236.7

153.6

128.0

81.5

57.1

40.6

16.8

16.7

10.3

52.7

794.1

Percentage of Market

29.8

19.3

16.1

10.3

7.2

5.1

2.1

2.1

1.3

6.6

100.0

Buyers

The AEC industry is a collection of independent companies working on what is essentially a prototype build: the first (and only) entity built following initial design. There is a corresponding tolerance of some level of design change during construction smd a corresponding difficulty in obtaining accurate records of the product as actually built. The "onedesign/one-build" model makes the design and manufacture of a building or highway inherently less financially rewarding to automate than a high-volume mantifacturing environment. Buyers who employ fast-track construction add a layer of complexity, because they begin site work and

15

CAEC-WW-IVIT-9501 ©1995 Dataquest Incorporated March 27,1995

16

AEC and GIS Applications Worldwide

Table 1-10

A E C C A D Software R e v e n u e b y Operating S y s t e m ( M i l l i o n s of Dollars)

1993 Revenue

Percentage Change,

1992 to 1993 Operating System

Personal Computers

DOS

DOS with Windows

OS2

Windows NT

Apple Macintosh/OS

O t h e r - P C

Total PC

Workstations

Sun UNIX and Solaris

H P UNIX/AEGIS/DOMAIN

IBMAIX

SGI UNIX

DECULTRIX/VMS

Intergraph UNIX

O t h e r - U N I X

Total UNIX

Host Systems

DEC VMS (VAX)

IBM VM/MVS

Other—Proprietary Host

Total Host

274.4

82.1

2.8

0

16.2

22.8

398.3

67.8

72.5

43.0

14.8

30.4

96.6

29.7

354.8

3.5

14.8

22.8

41.1

-5.9

-7.3

20.5

25.7

-10.5

9.2

-38.4

-3.7

0.8

66.5

-25.3

NA

14.6

63.8

12.7

-57.6

2.9

8.1

-6.0

All Operating Systems 794.1

Note: Columns may not add to totals shown because of rounding.

NA = Not applicable

Source: Dataquest (March 1995)

3.8

100.0 structural construction before the design is complete. CAD products were never designed to support this methodology, so users invest instead in creating their own solutions. In fact, AEC is as much like moviemaking as it is like mantifacturing, and moviemaking makes limited use of computer automation tools.

The independent players in the design/build process — owners, designers, the multiple tiers of contractors, and facilities managers—have competing interests, which have inhibited development of comprehensive design automation programs. AutoCAD has been enormously successful in this environment. It has been a good general drafting tool, has been widely used, and is readily able to exchange files with other systems. The product offers wide but shallow communication of design data, which exactly corresponds to users' roles and capabilities.

Percentage of Market

34.6

10.3

0.4

0

2.0

2.9

50.2

8.5

9.1

5.4

1.9

3.8

12.2

3.7

44.7

0.4

1.9

2.9

5.2

CAEC-WW-MT9501 ©1995 Dataquest Incorporated March 27,1995

The State of the Industry 17

The Big Customers Keep Getting Bigger

CAD use is most sophisticated where one entity serves several functions — such as engineering constructor (EC) companies (for instance. Stone &

Webster Engineering Corp. of Boston, Massachusetts), or owner/ operators of large faciUties (the U.S. government is a prime example).

Some ECs are teiking ownership positions in completed projects, giving them a personal stake in using design data for plant management.

On top of the many mergers and acquisitions already occurring among the

EC companies, agreements to jointly pursue new business appear regularly—examples are GE Nuclear and Black & Veatch in plant services,

Fluor Daniel and Envirogen in heizardous waste prevention, and Bechtel and CRSS in pulp and paper markets. Power continues to consolidate among AEC CAD buyers. If these joint ventures do not work, we would expect to see a new round of mergers and acquisitions. The future points only to increased growth among the ECs — directly at the expense of standalone engineering or architectural firms. The ECs will use their new power to demand — and get — comprehensive design software that actually meets their needs. Historically, the dispersed, disorganized buyers of

AEC CAD have neither expected nor demanded much from their vendors.

That is about to change, and the CAD vendors who survive this change will be those who produce software that removes some of the enormous risks xmdertaken in large design-and-construction projects.

Substitutes for AEC CAD

Each year, pencils become less effective as substitutes for CAD. Consolidations and alliances within the AEC design community are already driving noncomputing small companies down or out; those that can communicate electronic design data across disciphnes have an advantage over those that cannot. Even though many architects stiU refuse to use CAD tools, most of them recognize that they represent the end of an era.

FaciHties management (FM) is the only application that competes with effective substitute software. A graphical presentation is not necessary to manage many faciHties; spreadsheets and database software can often do the work. Effective substitute software is an important cause of slow growth in FM.

Market Suppliers

Suppliers to the AEC CAD industry include computer hardware and software designers. Continued improvements in price/performance of computers, plotters, and printers will make AEC CAD products appear continually more attractive to prospective users in this drawing-intensive

CAD application.

Software design, on the other hand, remains a craft that is difficult to manage and hard to push toward progress. Many outstanding product ideas that could create considerable market growth are not implemented because of the challenge of producing the software. AEC CAD growth depends on progress in software development tools.

New IVIarket Entrants

The next two years will reveal whether two new entrants to the AEC market can steal market share from their primary competitors. Bentley

CAEC-WW-MT-9501 ©1995 Dataquest Incorporated March 27,1995

18 AEC and GIS Applications Worldwide

Systems will begin seUing MicroStation directly in 1995, head-on against

AutoCAD. While Intergraph has helped Bentley build a substantial installed base for MicroStation, Bentley beHeves it can sell more independently. In a market where Autodesk continually gains market share,

Bentley Systems wiU have to hit the grotmd running in order to succeed.

IBM should also be gearing u p for substantial 1995 sales of AEC products based on Catia. IBM has considerable background in the AEC market, but this new product suite represents a significant development effort. For

IBM, the primary target is Intergraph's plant design product. Intergraph in particular needs to keep a close eye on both newcomers, because each is actually targeting a piece of Intergraph's business.

Market Trends

Buyers of AEC CAD tools face two important trends in their markets, and these trends in turn present challenges and opportimities for CAD vendors.

Fewer New Projects

The AEC market is increasingly based on rework and retrofit instead of new projects, a condition that intensifies focus on aU data associated with design. Opportunities are growing for design data management software and in applying technology to new ways of capturing 3-D data on existing faciHties, ranging from laser range finders to close range photogrammetry.

Lower Tolerance for Risk

Users and owners worldwide are working on reducing the waste and risk inherent in the one-design/one-build industry structure, a structure that requires cooperation among essentially competing designers, builders, and owners. Three approaches to this challenge are evident: standards, integration, and project-specific partnering.

Standards

One reason the many participants in a building project struggle to exchange design data is that existing standards are inadequate to describe a project. The Standard for the Exchange of Product Data (STEP) could alleviate some of the stumbling blocks of data exchange by providing a worldwide standard for storing, sharing, and exchanging product information among different CAD systems. PlantSTEP, a consortium focused on plant information interchange via STEP, is the most vigorous group working on STEP protocols in AEC. Much of the development and deployment of STEP is centered in Europe, where standards are often incorporated into local laws. In Japan, government-sponsored agencies lend support to standardization efforts. In the United States, standards are mostly developed by industry user groups, such as the relatively new

Petrotechnical Open Software Corporation (POSC). On the whole, U.S. users are less inclined to push standards than are users in Europe. For large building projects, we may expect to see U.S.-based vendors show continued strength both in the CAD market and among design-build companies. The customers, however, are better organized and more demanding in Europe.

CAEC-WW-MT-9501 ©1995 Dataquest Incorporated March 27,1995

The State of the Industry 19

Integration

Integration has been a strong theme at virtually every A / E / C Systems show that we recall. That is, there is a trend to focus on workflow in design and construction projects. Success, however, has been elusive off the showroom floor.

The AEC business model inhibits integrated design and production. It does little good to send perfect design data to a job site if workers are regularly idle because the right materials are not available. Engineering constructors often estimate that of the total installed cost of a plant, only

15 percent can be attributed to engineering, with 25 percent going to construction, and the remainder to equipment and materials. Of the construction cost, almost one-third of time is lost to waiting, primarily for the right materials — and this dismal figure is better than that at projects where the designer has even less control over construction. The environment is complex, and it is difficult to determine which parts of the entire process are the most important to optimize. This does not indicate that anyone involved is going to give up, however. There is no technical reason that construction considerations cannot drive design, or that materials cannot be accurately placed based on information drawn from a design database.

Project-Specific Partnering

Conflicts among architects, engineers, contractors, and project owners often result in disputes (particularly in North America), and these conflicts contribute to projects being late, over budget, and in court.

Efforts to eliminate this waste seem to finally be taking hold, in the form of alternatives to lawsuits and binding arbitration and preventive measures such as project-specific partnering. Partnering involves no more than forcing the parties to spend time commtmicating with each other; this might sound like a touchy-feely group encoimter, but it seems to be working.

Facilitators are typically fostered and paid by the exasperated construction insurance companies. State departments of transportation and the U.S.

Army Corps of Engineers are primary users, partly because these owners are better able to structure insurance into project funding.

Construction insurance compamies and government facility owners are leading this charge because they both abhor risk, and by doing so they are inadvertently helping to grow the AEC CAD market: by making AEC projects more like a discrete nianufacturing environment, although conflicts exist, we at least do not have the design department stiing the manufacturing department. In an improved AEC environment, all users can extract better value from existing CAD tools emd can more readily move to more sophisticated (and potentially more expensive) software.

Consolidation in AutoCAD Add-On Software

A third and less important trend in the industry is the consolidation occurring among AutoCAD add-on vendors. In the past, hundreds of small independent software vendors eked out a living selling specialized software for AutoCAD users. Gradually, this software became more widely used, and today approximately half of AutoCAD dealer sales include addon software. As add-on sales become the norm, a few of the successful vendors, Softdesk in particular, have begun a more ambitious approach to the market, primarily through acquisitions. If this consolidation continues, Autodesk will be faced with a smaller number of increasingly powerful software suppliers.

CAEC-WW-MT-9501 ©1995 Dataquest Incorporated March 27,1995

20 AEC and GIS Applications Worldwide

Key Success Factors

Key steps to success in the AEC CAD market include the following:

• Provide products that are easy to learn and use. The AEC segment has a significant number of potential users with anticomputer viewpoints.

• Provide low- and moderate-cost solutions. The AEC industry is more price sensitive than other CAD appHcations.

• Become the specified design product. Many design projects require use of a specific CAD product, generally listed as AutoCAD, Intergraph, or

MicroStation. If your product is not specified, change the rules: a Be compatible with the ubiquitous AutoCAD. Products should read and write AutoCAD's .dwg files.

Q Drive appropriate standards that point specifications away from brand names. The STEP initiative is an ideal organizing arena for this task.

• Avoid competing head-on with AutoCAD; it is impossible to compete with the product's key feature: it is everywhere. Focus instead on a specific application or environment, on changing the rules, or on a more comprehensive, integrated solution. The CAD vendor that primarily positions its product as "better than AutoCAD" is creating the same uphill battle for itself that IBM does in positioning O S / 2 as "better than

Windows."

CAEC-WW-MT-9501 ©1995 Dataquest Incorporated March 27,1995

Chapter 2

AEC CAD Market Forecast, 1991 to 1998

Dataquest forecasts that the AEC CAD software market wiU experience a

9.7 percent compound annual growth rate (CAGR) between 1993 cmd

1998, when it is forecast to reach 1.3 bilHon.

AEC CAD Market Forecast Assumptions

Factors that should contribute to the long-term expansion of the AEC

CAD market are as follows, in decreasing order of importance:

• A significant pool of vmtapped users still exists. The relatively low market penetration of AEC CAD systems should allow steady worldwide growth during the next five years, despite constant volatility in demand for the building and iiifrastructure products to be designed.

• Electronic design data is increasingly required by the designer's client, from the federal government down to the small commercial developer.

• Large design firms are growing at the expense of smaller firms. These large end users will increasingly require their employees and suppliers to adopt automation tools in the design and construction process.

• Designers in the AEC industry are finding themselves in markets that are more regionally and globally competitive, markets that favor partnering across design disciplines. Smaller design firms will increasingly buy CAD systems or risk being dropped from consideration as a partner.

• CAD purchases are increasingly justified as a competitive advantage in both sales and design reviews. The architect who cannot produce the fourth iteration of a proposed design before signing up a client will lose out to the group that can use changes in a proposal to gradually ratchet a prospect toward closure.

• AEC CAD vendors can fuel upgrade revenue among sophisticated users by leveraging software advances first developed in mechanical design, such as faster structural analysis tools or incorporation of design rules.

• Data and database functions (versus graphics functions) will increase in importance in AEC design systems, creating opportunities to sell users significant new functionality. Where engineers were once able to offload most drawing to drafters, and later began to use CAD systems themselves for both design and drafting, those same engineers are now expected to also add information about materied and equipment attributes to the CAD database during the course of the design.

The following trends will inhibit growth in the AEC CAD industry:

• AEC's one-design/one-build structure n:ieans that CAD provides fewer economic benefits to these users than does the one-design/build-many structure of manufacturing. Construction, which is essentially a prototype build, is fraught with uncertainties and delays that are hard to control using design systems as they exist today.

CAEC-WW-MT-9501 ©1995 Dataquest Incorporated 21

22 AEC and GIS Applications Worldwide

• Designs are often spht among several companies representing different aspects of the design process. User companies often have different CAD systems that do not communicate well, and alliances and consolidations in user organizations will only highlight the issue.

• Because most AEC design is focused on drafting, which requires relatively Httle computing power, PC-based growth will be strong for the foreseeable future, and PC-based solutions produce less revenue than other platforms.

• Attitudes of potential users inhibit market growth. Many experienced architects resist change in both the design and construction processes.

As this self-destructive mode erodes the viability of the profession, the

CAD market is also impacted because many architects w h o were once prospects for CAD systems are now simply unemployed.

Where Are the Best Opportunities?

Forecast Overview

Application forecasts by region and platform are presented in Figures 2-1 and 2-2 and Tables 2-1 and 2-2 and are discussed in the following sections.

Architectural Appiications

Architectural appHcations are expected to remain the largest appUcation worldwide and are forecast to grow to $493.2 million by 1998. Tliis appUcation is expected to have the slowest growth rate, however, partly because of expected slow growth in Europe and North America until 1998.

At that point we expect users to have learned to make more effective use of CAD tools, and thus to purchase more. Architectural appUcations will continue to dominate in Europe, particularly Germany, while this apphcation competes with civil applications for dominance in North America.

Compared to other appHcations, architectural users favor PCs; that is, building designers are particularly accustomed to low-cost solutions and can be expected to continue that preference in the future. Architectural appUcations include aU the engineering disciplines that contribute to building design, but this appUcation also includes virtually aU revenue from architects. We expect the role of the architect to diminish in the future, eclipsed by project participants who are more willing to take responsibility for deUvering projects at a specified time and price. Eventually, the role of the architect is Ukely to evolve closer to that of the industrial designer in product design —responsible more for form than for substance. That is, architects represent a large but paradoxicaUy the least powerful constituency in AEC.

We beUeve that opportunities exist for CAD products that enhance the architect's ability to compete for business — for example, by better developing CAD systems as interactive selling tools. Walk-through and rendering capabiUties can help the architect make a design real both for cUents and for influencers such as planning commissioners. Product enhancements in this area must be easier and less expensive to use or better than competing technologies associated with pubUshing and graphic arts.

CAEC-WW-MT-9501 ©1995 Dataquest Incorporated March 27,1995

5

Figure 2-1

AEC Software Revenue Forecast by Region (Millions of Dollars)

North America

Millions of Dollars

140

Millions of Dollars

160

Asia

1 1 1 1 1 1 1

1990 1991 1992 1993 1994 1995 1996 1997 1998

1 1 1 1 1 1 1

1990 1991 1992 1993 1994 1995 1996 1997

i of Dollars

Architectural

Europe

Civil i~ Facilities DesignAflanagement

Process Plant Design

Millions of Dollars

14

Rest of World

<o

CO tn

1 [ 1 1 1 1 1

1990 1991 1992 1993 1994 1995 1996 1997 1998 1990

— I 1 1 1 1 1 1

1991 1992 1993 1994 1995 1996 1997

Source: Dataquest (iVIarch 1995)

o

> m

o

<o

O i o

Figure 2-2

AEC Software Revenue Forecast by Platform (Millions of Dollars)

Millions of Dollars

500

All Platforms Technical Workstations and Servers

Millions of Dollars

250-

O

O

O

f-H

(D

CX

©

<o

CD

O l o

Si

03

.a

<D

CO

• — A — •

1 1 1 1 1 1 1

1990 1991 1992 1993 1994 1995 1996 1997 1998

1 1 1 1 1

\

1

1990 1991 1992 1993 1994 1995 1996 1997

Architectural

Civil k— Facilities Design/Management Process Plant Design

Millions of Dollars

350-

Personal Computers

Millions of Dollars

30

Host Dependent

I T

^^

CO

CO

en

1 1 1 1 1 1 1

1990 1991 1992 1993 1994 1995 1996 1997 1998

— A —

1 1 ( 1 1

\

1

1990 1991 1992 1993 1994 1995 1996 1997

Source; Dataquest (March 1995)

AEC CAD Market Forecast, 1991 to 1998

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CAEC-WW-MT-9501

AEC CAD Market Forecast, 1991 to 1998 27

Civil and Structural Applications

Civil applications are expected to grow at just above 8 percent in North

America and Europe but to enjoy nearly 13 percent growth in Asia — primarily because of extremely high growth in the Asia/Pacific countries combined with lower growth in Japan. While most civil applications are sold on PCs, civil represents the second-highest revenue source for workstation-based products.

Structural analysis is still in the early development state among AEC CAD users and is used sporadically in the design process. Considering that the structural integrity of bridges and buildings involves significant public safety and liability issues, we see considerable opportunity for growth in this area during the next 10 years.

Much of the future of this market involves the fate of public sector spending on infrastructure development around the world. It can be argued that the civil engineering community has neglected to develop the necessary demonstrations of the vedue and payoff of infrastructure spending in pubhc works, highways and bridges, mass transit, rail lines, airports and airways, and ports and waterways.

Growth for CAD in this sector depends on the future of support for infrastructure spending—and much of that spending will be affected by political priorities rather than by market factors. Accordingly, the forecast for this market segment contains a wider vmcertainty band than the forecast for the other AEC CAD appUcations.

Facilities Design and Management Applications

FM is the smallest AEC market segment. It is forecast to reach $161.8 million in 1998, growing at a 12.7 CAGR, higher than any other AEC application. This market is made up of two sectors.

Traditional FM

Sales to traditional building and real estate facility managers actually suffered a net decline in 1993, and we see little cause for future optimism.

This market will continue to be limited by natural organizational impediments—facilities management cuts across typical organizational boundaries, requiring directives from management for interdepartmental cooperation. Facilities managers also have low computer budgets and literacy relative to the rest of their organizations. In addition, faciHties design and management lacks established methodologies to automate, in contrast to the obvious automation potential in drafting environments. No established conceptual approach explains what should be done or how to do it, and the wide range of product approaches reflects the problem.

Many workable computer solutions are entirely alphanumeric, falling outside the CAD industry. In addition, the principal selling point of many facility design and management products has centered on the idea that the high dollar value of corporate assets mandates a computer management investment —a rather theoretical sales approach. Succeeding in this traditional market niche requires developing more meaningful benefits to sell.

Tlie Reguiation-Driven FIVI IVIarlcet

FM market growth will focus almost exclusively on managing industrial plants, primarily in process industries such as chemical, petroleum, and

CAEC-WW-MT-9501 ©1995 Dataquest Incorporated March 27,1995

2& AEC and GIS Applications Worldwide

pulp and paper. We expect double-digit growth in North America,

Europe, and Japan between 1994 and 1996, followed by slower growth.

This growth is almost entirely driven by increased government regulation of potentially hazardous processes.

For example, in the United States, the Occupational Safety and Health

Administration (OSHA) Regulation 1910 requires that owners in process manufacturing, storage, and transportation facilities where hazardous or toxic substances are used develop complete worksite documentation by

May 1997. In an audit, OSHA wiU require current information on operating procedures and process safety to be produced within 15 minutes — or owners will face stiff fines or even jail. In total, about 28,000 plants will be affected by OSHA 1910. Because many process plants do not even maintain correct as-built drawings, these requirements offer an excellent opportunity to CAD vendors. Computervision was the first one out the gate, with an official program announcement in June 1994.

A CAD-centric system is not mandated by these regulations, so CAD vendors face competition from vendors in industries such as document management. However, w e expect CAD vendors to extract a good share of this new market. These regulations will imdoubtedly avoid hazardous incidents. In the best cases, they will also provoke owners to more seriously evaluate the potential for design data to be reused in maintenance. Ideally, these regulations will provide a reason for owner-operators and CAD vendors to engage in substantive and long-overdue discussions of how CAD vendors might adapt and add to their software to better serve facility and plant owners.

Process Plant Design Applications

Process plant design is forecast to grow to $282.6 million in 1998, an overall 10.4 percent CAGR. Relatively few new plants are being built worldwide, which negatively impacts CAD opportunities. However, design autoniation tools are nonelective in this application. Design errors are costly to correct, and projects are often too complex to construct based only on plastic models and paper design.

The complexity of design requirements means that workstation users will continue to dominate plant design, working in relatively tight tolerances in networked design teams. In contrast to other AEC CAD applications, buyers in this segment are more driven by product performance and less concerned with widespread vendor popularity. Vendor viability is a consideration, and the smallest vendors are increasingly being dropped from consideration. Interference detection has been the business case justrfier for 3-D CAD ruiming on workstations. Users report that they typically have been able to reduce rework costs from an existing 6 percent to 2 percent.

However, this market also has a lot of 2-D drafting users working on plain

AutoCAD. Among Intergraph's user base, where the company has a dominant position with its PDS software and opportvmities to sell the lower-cost MicroStation, w e estimate that for every PDS seat there are

10 MicroStation seats in plant design. Simple 2-D drafting is alive and well in plant design.

CAEC-WW-MT-9501 ©1995 Dataquest Incorporated March 27,1995

AEC CAD Market Forecast, 1991 to 1998 29

A few ECs, such as Stone & Webster and Bechtel, have tried to sell internally developed plant design software on the commercial market, but they aU seem to suffer internal conflicts about releasing their best software to competitors. In other cases, these ECs have partnered with CAD software vendors to produce enhanced products. Here again the ECs struggle with the idea of potentially sharing competitive weapons with competitors.

Even though new plant construction is down, this market could grow more rapidly than forecast if ECs are able to see that they must build their own competitive advantages into the use of design software and carmot expect that advantage to exist in the software itself.

The Future for All Applications

ECs aspire to evolve their focus from electronic paper to system modeling and design optimization. Sophisticated owners want to integrate design, buHd, and medntenance activity. They are all held back in a fragmented industry structure that positions the players as adversaries. The safest route for AEC CAD vendors is to plan for etnd help facilitate a future where industry owners have more power, where small design and construction entities have less power, and where design and construction are better integrated. This is not to suggest that smaU design entities are doomed, but that only the most sophisticated will survive.

On-time and within budget projects are inevitable in AEC. It is unreasonable that a company can order a fleet of cars and a roomful of computers and have some idea what will arrive and when, while that same customer can order a building and know for certain that something will go wrong. It is unreasonable that consumers expect to be able to successfully customorder a car but have been taught to expect heartache should they commission a simple addition to their home. Eventually, project owners will realize that there is no real justification for the degree of risk involved in commissioning buildings, roads, and plants. This is beginning to happen among government buyers. When owners demand change in the structure of how projects are designed and built, the CAD vendors that have been pushing users toward that direction will reap the biggest rewards.

CAEC-WW-MT-9501 ©1995 Dataquest Incorporated March 27,1995

For More Information...

Kathryn Hale, Senior Industry Analyst (408) 437-8407

Internet address [email protected]

Via fax (408) 437-0292

The content of this report represents our interpretation and analysis of information generally available to the public or released by responsible individuals in the subject companies, but is not guaranteed as to accuracy or completeness.

It does not contain material provided to us in confidence by our clients. Reproduction or disclosure in whole or in

LXu[X3QUCSl pait to other parties shall be made upon the written and express consent of DataquesL

_ _ _ , ©1995 Dataquest Incorporated—Reproduction Prohibited w n aoHnpanyoi ^ '^ '^

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©1995 Dataquest Incorporated

DataQuest

1994 CAD/CAM/CAE/GIS AEC and GIS

Market Share

Market Statistics

Program: AEC and &IS Applications Worldwide

Product Code: CAEC-WW-MS-9501

Publication Date: March 27,1995

Fiiing: Market Analysis

1994 CAD/CAM/CAE/GIS AEC and GIS

Market Share

Market Statistics

Program: AEC and GIS Applications Worldwide

Product Code: CAEC-WW-MS-9501

Publication Date: March 27,1995

Fiiing: Market Analysis

1994 CAD/CAM/CAE/GIS AEC and GIS Market Share

Table of Contents

Page

Introduction 1

About This Document 3

Segmentation Definitions 5

Applications 5

Mechanical 5

Architecture, Engineering, and Construction (AEC) 6

Geographic Information Systems (GIS)/Mapping 6

Electronic Design Automation (EDA) 6

Regions 6

North America 6

Europe 6

Japan 6

Asia/Pacific 6

Rest of World 6

Platforms 7

Technical Workstation 7

Host-Dependent 7

Personal Computer 7

Metrics 7

Market Share Methodology 8

The Audit Process 8

Publishing Schediile 9

CAEC-WW-MS-9501 ©1995 Dataquest Incorporated March 27,1995

AEC and GIS Applications Woridwide

List of Figures

Figure Page

1 CAD/CAM/CAE/GIS Market Database 1

CAEC-WW-MS-9501 ©1995 Dataquest Incorporated March 27,1995

1994 CAD/CAM/CAE/GIS AEC and GIS Market Share

List of Tables

Table Page

1 CAD/CAM/CAE/GIS Market Summary, 1993 to 1994 2

2 Companies Renamed 3

3 Companies (or CAD Portions of Companies) Sold/Merged 4

4 Companies Deleted from Database 4

5 Comparues Added to Database 5

GIS

Top 30 Software Companies

Worldwide

A-1 All Platforms 10

A-2 Technical Workstation 11

A-3 Host Dependent 12

A-4 Personal Computer 13

North America

A-5 All Platforms 14

A-6 Technical Workstation 15

A-7 Host Dependent 16

A-8 Personal Computer 17

Europe

A-9 All Platforms 18

A-10 Technical Workstation 19

A-11 Host Dependent 20

A-12 Personal Computer 21

Japan

A-13 All Platforms 22

A-14 Technical Workstation 23

A-15 Host Dependent 24

A-16 Personal Computer 25

Asia/Pacific

A-17 All Platforms 26

A-18 Technical Workstation 27

A-19 Host Dependent 28

A-20 Personal Computer 29

Rest of World

A-21 All Platforms 30

A-22 Techiucal Workstation 31

A-23 Host Dependent 32

A-24 Personal Computer ; 33

Note: All tables show estimated data.

CAEC-WW-MS-9501 ©1995 Dataquest Incorporated March 27,1995

iv AEC and GIS Applications Woridwide

List of Tables (Continued)

Table Page

All Software Companies

Worldwide

B-1 All Platforms 34

Top 30 Vendors

Worldwide

C-1 All Platforms 37

C-2 Technical Workstation 38

C-3 Host Dependent 39

C-4 Personal Computer 40

Software Content Companies

Worldwide

D-1 All Platforms 41

AEC

Top 30 Software Companies

Worldwide

A-25 All Platforms 42

A-26 Tectmical Workstation 43

A-27 Host Dependent 44

A-28 Personal Computer 45

North America

A-29 All Platforms 46

A-30 Technical Workstation 47

A-31 Host Dependent 48

A-32 Personal Computer 49

Europe

A-33 All Platforms 50

A-34 Technical Workstation 51

A-35 Host Dependent 52

A-36 Personal Computer 53

Japan

A-37 All Platforms 54

A-38 Technical Workstation 55

A-39 Host Dependent 56

A-40 Personal Computer 57

Asia/Pacific

A-41 All Platforms 58

A-42 Technical Workstation 59

A-43 Host Dependent 60

A-44 Personal Computer 61

Note: All tables show estimated data.

CAEC-WW-MS-9501 ©1995 Dataquest Incorporated March 27,1995

1994 CAD/CAM/CAE/GIS AEC and GIS Market Share

List of Tables (Continued)

Table Page

Rest of World

A-45 AU Platforms 62

A-46 Technical Workstation 63

A-47 Host Dependent 64

A-48 Personal Computer 65

All Software Companies

Worldwide

B-2 All Platforms 66

Top 30 Vendors

Worldwide

C-5 All Platforms 69

C-6 Technical Workstation 70

C-7 Personal Computer 71

C-8 Host Dependent 72

Note: All tables show estimated data.

CAEC-WW-MS-9501 ©1995 Dataquest Incorporated March 27,1995

1994 CAD/CAM/CAE/GIS AEC and CIS Market Share

Introduction

CAD/CAM/CAE/GIS systems have dramatically changed the methods by which designers and production managers originate and implement products. CAD and CAE systems allow designers to create, draft, analyze, test, and manipulate products on a screen in two and three dimensions. As CAD/CAM/CAE/GIS systems continue to decrease in cost, they become more available and cost justifiable to new users.

In order to provide a comprehensive view of the CAD/CAM/CAE/GIS industry, Dataquest's CAD/CAM/CAE/GIS group maintains a large database of industry information. The type of information cofitained in the database is depicted in Figure 1.

A companion article detailing the results of 1994 market share was published in ovir Dataquest Alert dated March 14,1995.

Table 1 summarizes the performance in various segments of the CAD/

CAM/CAE/GIS markets in 1994 versus 1993.

Figure 1

CAD/CAM/CAE/GIS Market Database

More than 300 Active Companies

Over 100 Subapplications vi

27 Industries ^ J ^

• 27 Operating Systems

• 18 Countries/Regions

y^

• History from 1989

Source: Dataquest (Aprii 1995)

CAEC-WW-MS-9501

Applications

©1995 Dataquest Incorporated

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Table 1

CAD/CAM/CAE/GIS Market Summary, 1993 to 1994

Software Revenue

1993-1994

1993

1994 Growth (%)

Applications

9.2

Mechanical

AEC

GIS/Mapping

Electronic CAE

2,213.2

777.2

651.9

814.2

2,417.4

865.2

727.1

910.4

11.3

11.5

11.8

204.0

264.3

4,924.8

240.7

269.5

5,430.2

18.0

2.0

10.3

IC Layout

P C B / M C M / H y b r i d

All Applications

Regions

North America

Europe

Japan

Asia/Pacific

Rest of World

Worldwide

Platforms

Technical Workstation

Host Dependent

Personal Computer

All Platforms

1,755.7

1,606.3

1,288.0

153.6

121.2

4,924.8

3,428.2

354.1

1,142.4

4,924.8

1,973.8

1,738.9

1,398.6

178.2

140.7

5,430.2

3,884.3

254.0

1,292.0

5,430.2

12.4

8.3

8.6

16.0

16.1

10.3

13.3

-28.3

13.1

10.3

Source: Dataquest (March 1995)

Total Factory

Revenue

1993

1994

1993-1994

Growth (%)

7,424.4

2,306.8

1,982.0

2,302.0

630.0

827.3

15,472.5

5,545.6

5,193.5

4,031.8

375.2

326.3

15,472.5

10,866.2

1,795.2

2,811.1

15,472.5

7,917.0

2,506.6

2,160.9

2,586.8

741.7

818.8

16,731.9

6,219.2

5,460.8

4,258.6

449.6

343.7

16,731.9

12,064.9

1,529.5

3,137.5

16,731.9

12.1

5.1

5.6

19.8

5.3

8.1

6.6

8.7

9.0

12.4

17.7

-1.0

8.1

11.0

-14.8

11.6

8.1

Seat

1993

284,051

195,941

83,384

92,437

10,760

32,955

699,528

313,278

226,778

133,425

14,849

11,198

699,528

196,310

35,804

467,414

699,528

rv3

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en

1994 CAD/CAM/CAE/GIS AEC and GIS Market Share

About This Document

This document contains Dataquest's detailed market share information on the CAD/CAM/CAE/GIS industry. The following list contains descriptions of the com.panies included in the Market Share books. See

Tables 2, 3, 4, and 5 for changes from our 1993 report.

• Mechanical applications—All companies in database with mechanical revenue

• GIS and AEC applications—All companies in database with GIS revenue and aU companies in database with AEC revenue. Additionally, we have added GIS data com,panies.

• Electronic design automation applications—All companies in database with EDA (electronic CAE, IC layout, PCB/hybrid/MCM) revenue

• Europe Overview—^AU companies with European revenue

• Asia—All companies with Asian revenue

We no longer publish top-level market statistics for the entire CAD/

CAM/CAE/GIS industry. This data is available by calling Suzanne

Snygg at (408) 437-8124. More detailed data on these markets may be requested through our client inquiry service.

We recognize that final bookeeping is not yet complete for all companies. This document represents our best effort to get early, accurate information to our subscribers. We will follow up with primary and secondary research through April 30 to verify and cross-tabulate and refine, producing our market share update by Jime 30.

Dataquest's policy is to continually update its market information, for current and past years, with any new data received in order to arrive at the most accurate market representation possible.

Table 2

C o m p a n i e s R e n a m e d

Original Company Name

ACDS Graphic System

Genrad

Geo Vision

Graphisoft Software Dev

Kohns & Poppenhaeger

Microway

Scientific & Engineering Software

Silvar-Iisco

Smallworld Systems

Swanson Analysis

Tactics International

Source: Dataquest (March 1995)

New Company Name

Geomax International

VEDA

SHL Systemhouse

Graphisoft Group

Poppenhaeger Grips GmbH

M.O.C.

SES Inc.

SVRI (Silicon Valley Research Inc.)

SmallworldMde

Ansys

Tactician Corporation

CAEC-WW-MS-9501 ©1995 Dataquest Incorporated March 27,1995

CAEC-WW-MS-9501

AEC and GIS Applications Worldwide

Table 3

Companies (or CAD Portions oi Companies) Sold/Merged

Company Name Acquired by/Merged with

Aries Technology

ANACAD-EES

Betronex & Visionics

Digital—Mechanical Software

Chronological Simulation

Computervision—GIS

Control Data—^Mechanical Software

Foresight Resources

Generation 5 Technology

Kork Systems

LandCadd

Logic Modeling Corp

Model Technology

PDA Engineering

Point Control

Racal-Redac

Sunrise

Syscan

MacNeal-Schwendler

Mentor Graphics

Norlinvest Ltd.

PROCAD GmbH

Viewlogic

Unisys

ICEM Technologies

Softdesk

Geo/SQL Corporation

Autometric

Eagle Point

Synopsys

Mentor Graphics

MacNeal-Sciiwendler

CAMAX Manufacturing

Zuken-Redac

Viewlogic

Sysdeco Innovation

Source: Dataquest (March 1995)

Table 4

Companies Deleted from Database

Regio n/Company

American

A.I. Systems

Aura CAD/CAM Systems

CAE-link

Claris

Control Data—Hardware

Data General

ECOM Associates

Georgia Tech Research

GEOVISION Inc.

Innovative Data Design

Intrinsix

Land Innovation

Maptech

Massteck

MC2 Engineering Software

Phase Three Logic

Synercom

Teradyne

Understanding Systems

Asian

Kanematsu Semiconductor*

European

Aplein*

Aucos elektronische

BATISOFT

CAD-Capture

CAD TECH Iberica*

CAMTEK

Caroline Informatique

Contract Data Research

Data Technology/DATECH*

Datagraphic

DELTA CAD*

EME

PEA

PEGS

ItalCad

Kreon

Lamp Software

Logic Systems Designers*

Macao Systems

MEDESIGN

Mucke Software

S.T.L.D.s.r.l.

Soft*

•Distributors

Source: Dataquest (March 1995)

©1995 Dataquest Incorporated March 27,1995

1994 CAD/CAM/CAE/GIS AEC and GIS Market Share

Table 5

Companies Added to Database

Region/Co mpany

American

3Soft

ArcSys

Qironology

Claritas/NPDC

Design Acceleration

Eagle Point

EOSAT

Equifax/NDS

Fintronic

Geographic Data Technology

Integrity Engineering

InterHDL

Intusoft

Nextwave DA

OEA International

Optem Engineering

Simulation Technology

Rebis (merger of EDA and ADev)

T D Technology

Veritools

VISTA Environmental Inf.

•Distributors

Source: Dataquest (March 1995)

European

Abstract Hardware

ACA Ltd.

Speed

Spot Image Corp.

UUIimate Technology

Segmentation Definitions

This section lists the definitions specific to this document. The following paragraphs define the segments.

Applications

Mechanical

The mechanical segment refers to computer-aided tools used by engineers, designers, analysts, technicians, and draftspeople working predominantly in the discrete manufacturing industries, but includes government and education. Users of mechanical CAD/CAM/CAE tools work in all departments across the typical organization, with a majority found in product design, advanced engineering, and manufacturing engineering. Common design applications include conceptual design, industrial design, structural or thermal analysis, detail design, and electromechanical design (the mechanical part of design with electrical or electronic components and mechanisms). Common manufacturing applications include tool and fixture design, numerical control part programming, off-line robotics programming, and interface to quality control systems. Management tools for database control and distribution

CAEC-WW-MS-9501 ©1995 Dataquest Incorporated March 27,1995

AEC and GiS Applications Worldwide are included in this segment, as well as user-defined application progranvming.

Architecture, Engineering, and Construction (AEC)

The AEC segment covers the use of computer-aided tools by architects, contractors, plant engineers, dvil engineers, and other people associated with these disciplines to aid in designing and managing buildings, industrial plants, ships, and other types of nondiscrete entities.

Geograpliic Information Systems (GIS)/IVIapping

GIS is computer-based technology, and the segment is composed of hardware, software, and data used to capture, edit, display, and analyze spatial (tagged by location) information.

Electronic Design Automation (EDA)

The EDA segment covers computer-based tools used to automate the process of designing an electronic product, including printed circuit boards, ICs, and systems. EDA includes ECAE, IC layout, and PCB/ hybrid/MCM, as follows:

• Electronic Computer-Aided Engineering (ECAE)—^These are computer-aided tools used in the engineering or design phase of electronic products (as opposed to the physical layout phase of the product). Examples of electronic CAE applications are schematic capture and simulation.

• IC Layout—^This is a software application tool used to create and validate ttie physical implementation of an IC. The IC layout category comprises polygon editors, symbolic editors, placement and routing

(gate array, cell, and block), design verification tools (DRC/ERC/ logic-to-layout).

• PCB/Hybrid/MCM—^This segment covers products used to create the placement and routing of the traces and components laid out on a printed circuit board. Also included in this category are thermal analysis tools.

Regions

The following paragraphs define the regions.

Nortti America

North America includes United States, Mexico, and Canada.

Europe

Europe includes the United Kingdom, Scandinavia, Benelux, France,

Germany, Italy, Spain, and Rest of Europe.

Japan

Asia/Pacific

Asia includes Singapore, Taiwan, Korea, China, and Hong Kong.

Rest of World

Rest of World includes all other countries induding Australia, New

Zealand, India, Africa, Central America, South America, and the Middle

East.

CAEC-WW-MS-9501 ©1995 Dataquest Incorporated March 27,1995

1994 CAD/CAM/CAE/GIS AEC and GIS Martet Share

Platforms

The following paragraphs define the platforms.

Technical Workstation

A technical workstation is a single-user computer distinguished from a personal computer by its features and by the user's potential range of expansion on the platform. Features include a virtual, multitasking operating system (UNIX, VMS, or Domain); the computer is designed by the manufacturer to run high-performance graphics applications in a multiuser/multitasking envirorunent.

Host-Dependent

Host-dependent is a shared logic system in which the external workstations' fvmctions are dependent on a host computer.

Personal Computer

A personal computer is a single-user computer distinguished from a technical workstation by its features and by the user's potential range of expansion on the platform. Features found in technical workstations

(such as a virtual operating system, networking, high-performance graphics, multiuser/multitasking capability) are optional rather than integrated by the manufacturer.

Metrics

The following paragraphs define measurements.

• Total factory revenue is defined as the amoimt of money received by a manufacturer for its goods and services measured in U.S. dollars.

Total factory revenue does not include revenue that a company may receive from products that are sold to another company for resale

(OEM revenue). Total factory revenue is the sum of software revenue, hardware revenue, and service revenue.

• Unit shipment is defined as the number of seats delivered (number of possible simultaneous users of product delivered) excluding OEM shipments.

• Hardware revenue is revenue derived from sales of CPUs (including operating systems), terminals (for host-dependent systems), and peripherals.

• Software revenue is revenue derived from the sale of application software that exists on a company's standard price list.

• Service revenue is defined as all revenue derived from the service and support of CAD/CAM/CAE/GIS systems. Service revenue can be calculated in the tables by subtracting hardware and software revenue from total revenue. o Maintenance fees for hardware and software

a Management and operations services—help desk, education and training, disaster recovery, vaulting, and configuration management.

GAEC-WW-MS-9501 ©1995 Dataquest Incorporated March 27,1995

AEC and GIS Applications Worldwide

a Service bureau—^project work, including construction of database, data conversion, product design, analysis, or manufacturing. o Application development—design and development of customized software applications or the modification, enhancement of customization of existing software applications, adding new functionality.

• Consulting revenue—assessment of CAD/CAM/CAE/GIS business and information technology needs and the formulation of a plan based on needs identification.

D Implementation and integration services—planning, implementation, migration, and integration of software products (software network support and integration, account integration management, data center design, and construction).

Market Share Methodology

Dataquest uses both primary and secondary sources to produce our market share data. In the fourth quarter of each year and second quarter of the subsequent year, we survey aU participants in each industry. Each vendor is offered the opportunity to self-report the information required.

Although there is a primary contact for ead\ company, large companies are surveyed across product lines and across geographic regions. Thus, there is a corresponding increase in the number of contacts at large companies. (Dataquest maintains a large contact database on all sources of information). Examples of the job titles of people contacted for information are the following:

• President and CEO

• Vice president and general manager

• Vice president of marketing

• Vice president, strategic product planning

• Director of strategic plarming

• Director of marketing

• Director of market development

• Manager, CAD/CAM/CAE/GIS Marketing Programs

• Market research analyst

The Audit Process

Data supplied by vendors are evaluated against information drawn from many sources, including the following:

• Revenue published by major industry participants

• Estimates made by knowledgeable and reliable industry spokespersons

• Government data or trade association data

• Published product literature and price lists

CAEC-WW-MS-9501 ©1995 Dataquest Incorporated March 27,1995

1994 CAD/CAM/CAE/GIS AEC and GIS Market Share

• Interviews with knowledgeable manufacturers, distributors, and users

• Relevant economic data

• Information and data from online data banks

• Articles in both the general and trade press

• Annual reports, SEC documents, credit reports

• Company publications and press releases

• Reports from financial analysts

• User studies

• Reseller and supplier reports and reports from a vendor's competitors

In addition, Dataquest simis vendor revenue across other industries covered by Dataquest to make sure that revenue is not credited twice and checks with multiple sources at one company to cross-check data on that company.

Dataquest analysts have many years of experience in how to apply the above tools to get the most accurate information possible on a particular company (such as what to use when and what industry averages are).

We believe that the estimates presented here are the most accurate and meaningful generally available today. It is the CAD/CAM/CAE/GIS group's policy to continually update our market information for any year, based on any new data received, in order to arrive at the most accurate market representation possible.

Dataquest's CAD/CAM/CAE/GIS market numbers are often higher than those reported by other sources. We survey worldwide, which involves more vendors, higher total market revenue, lower market share per vendor, and a more accurate market picture—^particularly useful when comparing regions or applications.

Publishing Sciieduie

We publish market share and forecasting, twice each year for each, allowing for both timely distribution of data and thorough analysis and forecasting. Our annual delivery schedule is as follows:

• Market will be published and distributed to clients by March 31.

• Forecasting from the market share tables provides a five-year forecast period, available after April 30. The books will be shipped by May 31.

• Final updated market share tables, based on additional data collection and analysis, will be completed by June 30. At this point, the market share database is frozen and will not be changed until the end of the year. For the next six months, supplementary market data will be based on this final market data. Books will be shipped by Jvdy 31.

• We provide complete final forecast tables by July 31. These tables take into consideration changes in the market share during the previous six months. Books will be shipped by September 31.

CAEC-WW-MS-9501 ©1995 Dataquest Incorporated March 27,1995

10

AEC and GIS Applications Worldwide

Table A-1

1994 CAD/CAM/CAE/GIS Software Market Share Table (Revenue in $M)

Top 30 GIS Software Companies, Worldwide, All Platforms

22

23

24

25

26

27

28

29

30

14

15

16

17

18

10

11

12

13

19

20

21

Rank

1

2

6

7

8

9

3

4

5

Company Name

ESRI

Intergraph

Landmark Graphics

Siemens Nixdorf Info systeme

Autodesk

Maplnfo

Smallworldwide

Fujitsu

GDS

Genasys II

Strategic Mapping

PCI Remote Sensing Corp

Uchida Yoko

Sysdeco Innovation

Hitachi

ICL

Enghouse Systems Ltd.

SHL Vision Solutions

Toshiba—No OEM

ERDAS

Straessle Informationssysteme

UNISYS

Laser-Scan

Radian Corporation

IBM

APIC Systemes

Autometric

RIB/Bausoftware

INS Engineering

TYDAC Technology

5.5

7.9

4.4

7.3

8.1

6.2

14.0

6.0

6.4

2.7

3.5

4.7

4.8

5.7

3.4

2.3

1.3

3.7

3.2

9.2

5.8

12.6

24.1

12.9

9.0

1992

91.9

95.0

29.8

53.4

39.1

26.0

22.8

21.4

16.9

14.4

10.2

9.2

9.1

8.8

8.7

8.7

8.0

7.3

7.0

6.9

6.9

6.4

5.6

5.3

5.2

5.0

4.6

4.5

4.5

1994

128.3

119.1

56.8

50.2

48.7

29.8

7.3

6.5

6.2

6.5

4.7

6.1

4.7

5.5

4.2

3.7

2.7

4.0

3.8

1993

108.8

115.0

50.9

47.9

44.4

16.4

15.0

23.2

26.3

15.0

12.2

9.0

8.2

8.6

8.1

9.0

7.4

1993-94

Growth

(%)

17.9

3.5

11.6

4.7

9.7

81.2

73.6

-2.0

-18.6

12.5

18.8

13.3

11.4

5.8

8.5

-3.1

17.8

8.7

12.1

14.5

6.0

47.6

4.4

18.9

-2.8

21.8

34.4

70.6

12.2

16.5

1994 Share of Market

(%)

17.7

16.4

7.8

6.9

67

4.1

1.0

1.0

1.0

1.0

1.2

1.2

1.2

1.1

0.9

0.8

0.7

0.7

0.7

2.0

1.4

1.3

1.3

3.6

3.1

2.9

2.3

0.6

0.6

0.6

All N.A. Companies

AU European Companies

All Asian Companies

396.8

106.4

48.4

472.4

119.1

60.4

525.0

138.0

64.1

11.1

15.9

6.1

72.2

19.0

8.8

727.1 11.5 100.0 All Companies

OEM revenue removed to prevent double-counting the market

Source: Dataquest (March 1995)

551.6

651.9

CAEC-WW-MS-9501 ©1995 Dataquest Incorporated March 27,1995

1994 CAD/CAM/CAE/GIS AEC and GIS Market Share

11

Table A-2

1994 CAD/CAM/CAE/GIS Software Market Share Table (Revenue in $M)

Top 30 GIS Software Companies, Worldwide, Technical Workstation

22

23

24

25

18

19

20

21

26

27

28

29

30

14

15

16

17

8

9

10

11

12

13

Rank

1

2

3

4

5

6

7

Company Name

Intergraph

ESRI

Laiidmark Graphics

Siemens Nixdorf Info systeme

Smallworldwide

Fujitsu

Genasys II

Sysdeco Innovation

ICL

Uchida Yoko

GDS

Toshiba—No OEM

SHL \^sion Solutions

PCI Remote Sensing Corp

Hitachi

Straessle Informationssysteme

UNISYS

Laser-Scan

ERDAS

APIC Systemes

ENS Engineering

Star Iriformatic

Earth Resource Mapping

E>)mamic Graphics

Radian Corporation

Autometric

Mitsui Engineering

Autodesk

Poppenhaeger Grips

NEC

1993-94

Growth

(%)

-3.3

22.8

11.6

4.4

73.6

14.4

12.7

12.1

6.0

49.0

4.4

12.9

21.8

12.2

13.6

5.8

-3.1

12.2

19.5

12.1

15.3

11.7

15.6

12.9

18.1

111.5

12.0

9.7

3.3

12.0

7.0

6.9

6.6

6.4

8.2

7.3

7.2

7.0

1994

95.7

95.5

56.8

32.7

26.0

16.7

15.4

9.1

8.7

8.2

4.3

3.8

3.6

3.2

5.6

5.2

4.5

4.3

3.1

2.9

2.7

2.4

3.2

1.3

0.6

3.2

2.3

1.9

1.8

4.5

5.3

3.4

3.7

4.1

1.8

1992

82.6

75.8

29.8

46.7

5.8

6.9

11.7

3.5

8.1

6.9

5.7

6.0

9.8

4.9

5.3

2.7

3.2

6.8

6.5

6.2

6.3

6.2

6.5

4.5

1993

99.0

77.8

50.9

31.4

15.0

14.6

13.7

8.6

9.0

7.3

6.1

5.0

4.2

4.0

3.8

3.7

3.4

3.0

1.5

2.8

2.7

2.6

2.2

1994 Share of Market

(%)

19.6

19.5

11.6

6.7

0.8

0.7

0.6

0.6

1.1

0.9

0.9

0.9

0.6

0.5

0.5

1.4

1.4

1.3

1.1

1.5

1.5

1.4

1.4

5.3

3.4

3.1

1.9

1.8

1.7

1.7

All N.A. Companies

All European Companies

All Asian Companies

252.9

88.6

38.5

299.0

91.5

48.5

327.7

106.8

54.7

9.6

16.6

12.8

67.0

21.8

11.2

All Companies

OEM revenue removed to prevent double-cxjunting the market

Source: Dataquest (March 1995)

380.0 439.1 489.2 11.4 100.0

CAEC-WW-MS-9501 ©1995 Dataquest Incorporated

March 27,1995

12

AEC and GIS Applications Woridwide

Table A-3

1994 CAD/CAM/CAE/GIS Software Market Share Table (Revenue in $M)

Top 30 GIS Software Companies, Worldwide, Host Dependent

Rank

1

2

3

4

5

6

7

8

9

10

11

12

13

Company Name

GDS

Siemens Nixdorf Info systeme

Fujitsu

IBM

ESRI

Autometric

SHL Vision Solutions

Hitachi

Dynamic Graphics

Radian Corporation

PROCAD G m b H

Synercom

Accugraph

4.2

0.7

0.9

2.0

0

-

-

1992

18.4

6.7

3.8

5.7

0.5

0.6

1993

19.5

11.1

8.6

5.3

5.4

1.5

1.1

0.5

0.2

0.1

0

1.1

0

0.8

0.3

0.1

0.1

0

-

1994

10.5

6.8

6.0

5.1

2.6

1.4

^

1993-94

Growth

(%)

-46.0

-39.0

-29.8

-2.4

-52.7

-5.9

-27.4

-29.2

-27.8

-25.0

-

-100.0

-100.0

All N.A. Companies

All European Companies

All Asian Companies

34.9

8.0

4.5

34.2

11.1

9.1

20.6

6.8

6.4

-39.6

-38.9

-29.8

1994 Share of Market

(%)

31.1

20.1

17.8

15.2

7.5

4.2

2.4

1.0

0.4

0.2

0

-

-

61.1

20.1

18.8

47.3 54.4 33.8

-37.8 100.0 AH Compaities

OEM revenue removed to prevent double-counting the market

Source: Dataquest (March 1995)

CAEC-WW-MS-9501 ©1995 Dataquest Incorporated March 27,1995

1994 CAD/CAM/CAE/GIS AEC and GIS Market Share

13

Table A-4

1994 CAD/CAM/CAE/GIS Software Market Share Table (Revenue in $M)

Top 30 GIS Software Companies, Worldwide, Personal Computer

Rank

1

2

3

4

5

6

7

8

9

10

11

12

13

14

26

17

28

29

30

22

23

24

25

15

16

17

18

19

20

21

Company Name

Autodesk

ESRI

Maplnfo

Intergraph

Strategic Mapping

Siemens Nixdorf Info systeme

Enghouse Systems Ltd.

Tactician

GeoGraphix

RIB/Bausoftware

Softdesk

PCI Remote Sensing Corp

CDS

Ziegler Informatics

TYDAC Technology

Terra Sciences

Ground Modelling Systems

Radian Corporation

Facility Mapping Systems

Genasys n

Hitachi

ERDAS

PACSOFT

Geo/SQL Corp.

Eagle Point

Uchida Yoko

Terr-Mar Resource Info Svs

Softronics

Autometric

RoboCAD Solutions

3.2

2.7

2.7

2.4

2.3

2.2

2.0

1.9

1.5

1.5

1.4

1.3

1994

45.8

30.3

28.3

23.3

13.0

10.6

6.7

4.2

3.6

3.5

3.2

1.0

1.0

0.9

0.6

0.5

0.4

0.4

2.2

0.8

0.9

0.3

1.2

1.3

1.1

1.0

1.5

1.7

3.5

1.4

0.6

-

1.7

1.6

1992

36.8

15.6

8.8

11.3

9.0

-

5.2

3.0

2.4

1.1

1.2

0.3

1.1

0.4

1993-94

Growth

(%)

9.7

18.0

78.1

45.4

16.2

95.2

23.2

23.0

41.2

22.5

9.5

10.2

5.6

21.2

18.4

21.7

23.0

62.0

145.0

17.1

NA

32.8

22.9

23.2

22.0

5.6

18.0

7.0

-39.6

18.9

3.5

3.0

2.1

1.3

2.7

-

2.0

1993

41.7

25.7

15.9

16.0

11.2

5.5

5.7

2.0

1.8

1.5

1.6

1.7

1.4

1.4

1.2

1.1

0.8

0.8

0.9

0.5

0.4

0.7

0.4

1994 Share of Market

(%)

22.4

14.8

13.9

11.4

6.4

5.2

0.9

0.7

0.7

0.7

1.2

1.1

1.1

1.0

3.3

2.1

1.8

1.7

1.6

1.5

1.3

1.3

0.3

0.2

0.2

0.2

0.6

0.5

0.5

0.5

All N.A. Companies

All European Companies

All Asian Companies

109.0

9.8

5.5

AH Companies

OEM revenue removed to prevent double-counting the market

NA = Not applicable

Source: Dataquest (March 1995)

124.3

139.2

16.4

2.8

176.6

24.5

3.0

158.4 204.1

26.9

49.1

5.7

28.8

86.5

12.0

1.5

100.0

CAEC-WW-MS-9501 ©1995 Dataquest Incorporated

March 27,1995

14

AEC and GIS Applications Worldwide

Table A-5

1994 CAD/CAM/CAE/GIS Software Market Share Table (Revenue in $M)

Top 30 GIS Software Companies, North America, All Platforms

24

25

26

27

28

29

30

20

21

22

23

16

17

18

19

12

13

14

15

8

9

10

11

Rank

1

2

3

4

5

6

7

Company Name

Intergraph

ESRI

Landmark Graphics

Autodesk

Maplnfo

Strategic Mapping

Enghouse Systems Ltd.

Smallworldwide

Autometric

ERDAS

PCI Remote Sensing Corp

TYDAC Technology

Genasys II

Tactician

GeoGraphix

GDS

Softdesk

SHL Vision Solutions

Radian Corporation

Terra Sciences

Dynamic Graphics

Facility Mapping Systems

Earth Resource Mapping

UNISYS

PACSOFT

Laser-Scan

Terr-Mar Resource Info Svs

IBM

Geo/SQL Corp.

GEOMAX Intl.

-

1.0

0.9

0.7

1.7

2.0

10.8

1.2

6.0

2.4

1.8

2.4

1.4

0.8

3.2

2.6

3.0

2.4

-

1.8

4.3

5.5

1992

49.7

51.3

12.0

17.9

7.8

7.4

4.4

1.5

143.9

3.0

13.1

20.5

7.4

11.2

9.6

101.4

22.5

4.9

41.6

12.7

-49.0

16.5

28.1

21.7

23.0

-43.0

1993-94

Growth

(%)

7.1

12.6

17.2

7.3

50.5

18.8

18.9

333.7

11.9

2.1

22.2

-8.9

2.6

2.3

2.0

1.8

3.6

3.4

3.1

2.7

1.4

1.4

1.3

1.2

4.5

4.3

4.2

3.6

5.2

4.8

4.6

4.6

1994

61.3

53.9

25.5

22.4

22.0

13.7

5.5

1.1

1.0

1.0

1993

57.3

47.9

21.8

20.9

14.6

11.5

4.6

1.2

3.4

4.1

9.0

1.7

0.7

L I

1.2

2.4

2.2

2.2

1.8

3.8

3.3

3.5

3.0

6.3

1.4

3.0

1.1

1.0

0.8

1.1

1994 Share of Market

(%)

22.5

19.8

9.4

8.2

8.1

5.0

2.0

1.6

1.6

1.5

1.3

1.9

1.8

1.7

1.7

1.0

0.8

0.7

0.7

1.3

1.2

1.1

1.0

0.5

0.5

0.5

0.4

0.4

0.4

0.4

All N.A. Companies

All European Companies

All Asian Companies

214.7

4.1

~

239.6

6.2

261.4

11.0

~

9.1

78.4

N A

95.9

4.1

~

All Companies

OEM revenue removed to prevent double-counting the market

NA = Not applicable

Source: Dataquest (March 1995)

218.8 245.8 272.5 10.9 100.0

CAEC-WW-MS-9501 ©1995 Dataquest Incorporated March 27,1995

1994 CAD/CAM/CAE/GIS AEC and GIS Market Share

15

Table A-6

1994 CAD/CAM/CAE/GIS Software Market Share Table (Revenue in $M)

Top 30 GIS Software Companies, North America, Technical Workstation

Rank

1

2

22

23

24

25

18

19

20

21

26

27

28

29

30

14

15

16

17

10

11

12

13

6

7

8

9

3

4

5

Company Name

Intergraph

ESRI

Landmark Graphics

Smallworldwide

Genasys II

ERDAS

PCI Remote Sensing Corp

Autometric

SHL Vision Solutions

Dynamic Graphics

TYDAC Technology

Earth Resource Mapping

Radian Corporation

UNISYS

Strategic Mapping

GDS

Autodesk

Laser-Scan

Enghouse Systems Ltd.

Maplnfo

GEOMAX Intl.

Terr-Mar Resource Info Svs

Auto-Trol

Terra Sciences

Sigma Design

Accugraph

Softdesk

Facility Mapping Systems

IBM

PROCAD GmbH

2.0

1.8

1.7

1.4

3.2

3.0

2.8

2.2

1.4

1.4

1.3

1.3

1.1

1.1

1994

48.1

40.1

25.5

5.2

3.8

3.3

0.2

0.2

0.2

0.1

1.0

0.7

0.6

0.4

0.1

0.1

1.2

1.0

0.4

1.1

0.6

0.5

0.4

0.2

0.1

0.1

0.1

0.1

0.1

1.5

2.5

2.0

1.8.

1.7

1.5

0.7

0.9

1.6

1.3

1993

49.7

34.2

21.8

1.2

3.0

3.0

6.3

1992

42.9

41.7

-

2.5

1.1

0.8

0.6

0.4

1.6

0.8

0.6

-

12.0

-

2.4

3.3

4.9

0.6

4.2

1.9

1.5

0.4

0.7

0.3

0.2

0.1

0.1

0

-

1993-94

Growth

(%)

-3.4

17.2

17.2

333.7

28.1

9.6

-49.7

101.0

9.1

9.3

9.2

9.6

9.2

106.0

48.5

-16.3

7.3

4.9

8.7

150.2

-8.9

7.9

5.8

8.3

11.8

80.2

124.7

39.6

-2.0

14.3

0.3

0.1

0.1

0.1

0.1

0.1

0.1

0.8

0.7

0.7

0.6

0.4

0.4

1994 Share of Market

(%)

30.9

25.8

16.4

3.4

2.5

2.1

2.0

1.9

1.1

0.9

0.9

0.9

0.9

1.8

1.4

1.3

1.2

All N.A. Companies

AU European Companies

All Asian Companies

AU Companies

OEM revenue removed to prevent double-counting the market

NA = Not applicable

Source: Dataquest (March 1995)

129.5

0.8

~

141.7

2.5

""

148.7

6.6

• • ^

130.3 144.2 155.3

5.0

163.6

N A

7.7

95.8

4.2

"

100.0

CAEC-WW-MS-9501 ©1995 Dataquest Incorporated March 27,1995

16 AEC and GIS Applications Wortdwide

Table A-7

1994 CAD/CAM/CAE/GIS Software Market Share Table (Revenue in $M)

Top 30 GIS Software Companies, North America, Host Dependent

Rank

Company Name

1 GDS

2

3

4

Autometric

ESRI

IBM

SHL Vision Solutions 5

6

7

Dynamic Graphics

Radian Corporation

8

9

10

PROCAD GmbH

Synercom

Accugraph

1992

8.2

0.6

0.3

1.7

1.8

0.5

-

-

1.2

0

1993

0.5

0.1

0

0

4.7

1.5

2.4

0.9

0.7

0

1994

0.3

0.1

0

0

-

1.8

1.3

1.1

1.0

-

1993-94

Growth

(%)

-62.2

-10.6

-54.8

2.6

-29.8

-27.3

-25.0

-

-100.0

-100.0

1994 Share of Market

(%)

31.5

24.2

19.2

17.1

5.9

1.4

0.5

0.2

All N.A. Companies

AU European Companies

All Asian Companies

16.2

0

16.2

10.8

0

10.8

5.6

0

5.6

-48.3

-

NA

-48.3

99.8

0.2

100.0

All Companies

OEM revenue removed to prevent double-counting the market

NA = Not applicable

Source: Dataquest (March 1995)

CAEC-WW-MS-9501 ©1995 Dataquest Incorporated March 27,1995

1994 CAD/CAM/CAE/GIS AEC and GIS Market Share

17

23

24

25

26

17

28

29

30

Rank

1

2

3

4

5

18

19

20

21

22

14

15

16

17

10

11

12

13

6

7

8

9

Table A-8

1994 CAD/CAM/CAE/GIS Software Market Share Table (Revenue in $M)

Top 30 GIS Software Companies, North America, Personal Computer

Company Name

Autodesk

Maplnfo

Intergraph

ESRI

Strategic Mapping

Enghouse Systems Ltd.

Tactician

GeoGraphix

Softdesk

TYDAC Technology

Terra Sciences

Fadlity Mapping Systems

PCI Remote Sensing Corp

ERDAS

PACSOFT

Radian Corporation

Geo/SQL Corp.

Eagle Point

Terr-Mar Resource Info Svs

GDS

Autometric

Genasys n

Groimd Modelling Systems

American Small Business Comp.

GRAPHSOFT

UNISYS

Sigma Design

Accugraph

PROCAD GmbH

Maptech

1992

16.8

7.4

5.9

9.3

7.4

1.0

1.0

1.8

2.0

0.7

0.3

-

0.5

0.3

3.8

3.0

2.4

1.2

1.6

1.5

1.4

0.6

0.1

-

-

0.9

0.2

0.2

-

-

1.1

1.1

0.8

0.8

0.7

0.5

-

0.4

2.0

1.8

1.7

2.7

3.6

3.5

3.0

1.3

1993

19.6

14.2

7.5

11.3

10.6

0.3

0.2

0.2

0.1

0

0

-

0

1.2

1994

21.1

20.9

13.3

12.7

12.3

0.9

0.5

0.5

0.4

0.4

1.3

1.3

1.0

0.9

4.4

4.2

3.6

3.2

2.4

2.3

1.9

1.4

0

0

0

-

0.3

0.2

0.1

0.1

1993-94

Growth

(%)

7.3

47.4

76.3

12.7

16.2

21.5

22.9

22.5

22.7

22.5

17.4

NA

15.6

28.1

21.8

21.7

23.0

145.0

23.2

23.0

9.6

-47.3

13.0

12.0

-27.1

25.0

-

NA

-

-100.0

1994 Share

of Market

(%)

18.9

18.7

11.9

11.4

11.1

3.9

3.8

3.3

2.9

2.2

2.0

1.7

1.3

1.2

1.2

0.9

0.8

0.8

0.5

0.4

0.4

0.4

0.2

0.2

0.1

0

0

0

0

-

All N.A. Companies

All European Companies

AU Asian Companies

All Companies

OEM revenue removed to prevent double-counting the market

NA = Not applicable

Source: Dataquest (March 1995)

69.1

3.2

72.3

87.1

3.7

~

107.1

4.5

" •

90.8 111.6

23.0

21.1

NA

22.9

96.0

4.0

~

100.0

CAEC-WW-MS-9501

©1995 Dataquest Incorporated March 27,1995

18

AEC and GIS Applications Worldwide

Table A-9

1994 CAD/CAM/CAE/GIS Software Market Share Table (Revenue in $M)

Top 30 GIS Software Companies, Europe, All Platforms

18

19

20

21

22

23

24

11

12

13

14

15

16

17

7

8

9

10

3

4

5

6

Rank Company Name

1

2

Siemens Nixdorf Info systeme

ESRI

Intergraph

SniaUworldwide

Landmark Graphics

Autodesk

Sysdeco Innovation

ICL

Straessle Informationssysteme

APIC Systemes

UNISYS

Genasys II

RIB/Bausoftware

Laser-Scan

Star Informatic

Maplivfo

PCI Remote Sensing Corp

25

26

27

IBM

Poppenhaeger Grips

Ziegler Irvformatics

GDS

SHL Vision Solutions

Grovmd Modelling Systems

Enghouse Systems Ltd.

PAFEC

ERDAS

Dynamic Graphics

28

29

30

Clemessy Geocity

Earth Resource Mapping

Softronics

1.4

1.6

1.2

1.0

0.8

0.3

0.3

1.7

6.2

3.5

1.5

0.6

-

3.0

1.9

3.9

1.3

3.4

4.1

8.1

2.7

3.2

3.2

1992

50.3

23.4

35.8

5.8

10.6

14.6

4.4

1993-94

Growth

(%)

0.3

25.0

-5.4

41.5

6.2

2.6

13.6

5850.1

N A

-5.8

3.3

33.5

13.7

9.0

46.2

13.0

5.5

-3.1

6.0

21.7

38.5

4.9

70.6

11.5

2.3

14.0

13.5

9.7

14.3

7.0

3.0

2.6

2.0

2.1

1.8

1.3

1.7

1.3

1.1

0.9

0.9

0.6

0.4

4.4

2.7

4.3

3.8

0.1

-

9.0

6.5

4.0

3.5

1993

44.8

35.9

41.2

13.8

17.4

14.7

8.4

16.6

8.8

8.7

6.9

4.9

4.9

4.6

4.6

4.4

4.3

3.6

3.1

2.8

2.7

2.7

1994

45.0

44.9

38.9

19.5

18.5

2.4

1.9

1.9

1.8

1.4

1.3

1.0

1.0

0.6

0.5

1.0

1.0

0.9

0.7

0.7

1.6

1.3

1.1

1.0

0.7

0.5

0.5

0.4

0.4

0.2

0.2

1994 Share of Market

(%)

16.8

16.8

14.6

7.3

6.9

6.2

3.3

3.3

2.6

1.8

1.8

1.7

1.7

1.7

All N.A. Companies

All European Companies

AU Asian Companies

111.9

98.4

-

130.7

108.6

-

148.1

119.1

-

13.3

9.7

N A

All Companies

OEM revenue removed to prevent double-counting the market

NA = Not applicable

Source: Dataquest (March 1995)

210.3 239.3 267.2 11.7

55.4

44.6

-

100.0

CAEC-WW-I\/IS-9501 ©1995 Dataquest Incorporated IVIarch 27,1995

1994 CAD/CAM/CAE/GIS AEC and GIS Market Share

19

Rank

1

2

3

4

5

6

7

8

9

10

11

12

13

14

27

28

29

30

23

24

25

26

19

20

21

22

15

16

17

18

Table A-10

1994 CAD/CAM/CAE/GIS Software Market Share Table (Revenue in $M)

Top 30 GIS Software Companies, Europe, Technical Workstation

Company Name

ESRI

Intergraph

Siemens Nixdorf Info systeme

SmaUworldwide

Landmark Graphics

Sysdeco Innovation

ICL

Straessle Informationssysteme

APIC Systemes

UNISYS

Laser-Scan

Star Informatic

Genasys 11

Poppenhaeger Grips

PCI Remote Sensing Corp

SHL Vision Solutions

PAFEC

ERDAS

RIB/Bausoftware

Clemessy Geocity

Autodesk

Dynamic Graphics

GDS

Earth Resource Mapping

Enghouse Systems Ltd.

Triplan

DAPCO

GEOMAX Intl.

Maplnfo

Terr-Mar Resoiirce Info Svs

1.3

1.1

0.6

0.9

4.0

2.6

-

1.5

8.4

9.0

6.5

4.0

3.3

4.3

3.8

0.4

0.4

0.3

0.3

0.9

0.9

0.5

0.6

0.1

0.1

1993

25.7

35.7

29.4

13.8

17.4

0.9

0.8

1.5

0.3

1.6

1.2

0.3

0.7

3.5

1.9

-

2.5

3.2

2.9

3.3

4.1

0.2

0.4

0.7

0.3

0

0.1

1992

18.9

31.5

44.0

5.8

10.6

3.5

8.1

2.7

1993-94

Growth

(%)

30.2

-7.1

39.3

2.6

13.6

4.9

3.3

N A

14.7

2.3

4.8

41.5

6.2

5.5

-3.1

6.0

21.7

14.0

104.0

9.7

13.0

15.3

69.5

14.3

28.9

-

13.8

13.9

197.5

7.7

1994

33.4

33.2

30.8

19.5

18.5

8.8

8.7

6.9

4.9

4.6

4.4

0.6

0.5

0.4

0.3

1.0

1.0

1.0

0.9

1.7

1.4

1.3

1.1

4.3

4.2

2.7

2.1

0.3

0.2

0.1

1994 Share of Market

(%)

16.8

16.6

15.4

9.8

9.3

4.4

4.4

3.5

2.5

1.3

LI

0.9

0.7

2.3

2.2

2.2

2.1

0.7

0.6

0.5

0.5

0.5

0.5

0.3

0.2

0.2

0.2

0.1

0.1

0.1

All N.A. Companies

All European Companies

All Asian Companies

77.5

84.4

~

All Companies

OEM revenue removed to prevent double-counting the market

NA = Not applicable

Source: Dataquest (March 1995)

161.8

93.9

85.9

~

104.0

95.6

*

179.8 199.5

10.7

11.3

N A

11.0

52.1

47.9

100.0

CAEC-WW-MS-9501 ©1995 Dataquest Incorporated March 27,1995

20

AEC and GIS Applications Woridwide

Table A-11

1994 CAD/CAM/CAE/GIS Software Market Share Table (Revenue in $M)

Top 30 GIS Software Companies, Europe, Host Dependent

Rank

1

2

3

4

5

6

7

8

Company Name

Siemens Nixdorf Info systeme

IBM

GDS

ESRI

SHL Vision Solutions

Dynamic Graphics

Autometric

Synercom

1992

6.3

3.0

4.8

0.2

1.1

0.2

-

0.4

1993

10.4

3.0

1.6

1.8

0.3

0

-

0.2

1994

6.0

2.8

1.2

0.9

0.2

0

0

-

1993-94

Growth

(%)

-42.4

-5.8

-25.0

-49.9

-22.2

-25.0

N A

-100.0

1994 Share of Market

(%)

53.8

25.1

10.6

8.0

1.9

0.3

0.3

. 1 -

All N.A. Companies

All European Companies

All Asian Companies

AU Companies

OEM revenue removed to prevent double-counting the market

NA = Not applicable

Source: Dataquest (March 1995)

10.0

7.5

~

17.5

6.8

10.4

^

17.2

5.1

6.0

^

11.1

-25.0

-42.4

N A

-35.5

46.2

53.8

~

100.0

CAEC-WW-MS-9501 ©1995 Dataquest Incorporated March 27,1995

1994 CAD/CAM/CAE/GIS AEC and GIS Market Share

21

Table A-12

1994 CAD/CAM/CAE/GIS Software Market Share Table (Revenue in $M)

Top 30 GIS Software Companies, Europe, Personal Computer

12

13

14

15

8

9

10

11

16

17

18

Rank

1

2

3

4

5

6

7

19

20

21

22

Company Name

Autodesk

ESRI

Siemens Nixdorf Info systeme

Intergraph

RIB/Bausoftware

Maplnfo

Ziegler Informatics

Ground Modelling Systems

Enghouse Systems Ltd.

PCI Remote Sensing Corp

Genasys n

Softronics

RoboCAD Solutions

Strategic Mapping

CAD Distribution

GDS

UNISYS

Geometria GIS Systems House

Contract Data Research

EME

CAD-Capture

Lamp Software

1993

13.8

-

0.4

0.4

0.4

0.3

0.2

-

-

2.0

1.3

1.3

8.5

5.1

5.4

2.1

0.2

0.1

0.3

0.3

0.1

0.1

1992

13.7

-

0.4

0.3

0.4

-

0.1

-

0.5

1.7

1.5

1.2

4.3

-

4.3

1.1

-

0.4

0.6

0.2

0.2

0.1

1994

15.6

10.6

8.2

5.8

3.5

3.4

2.7

1.9

1.4

0.9

0.5

0.5

0.4

0.4

0.4

0.3

0.2

0.1

-

-

-

-

1993-94

Growth

(%)

13.0

25.0

62.0

6.0

62.0

NA

33.5

46.2

6.3

NA

4.9

7.0

18.9

16.2

75.7

NA

22.2

-3.3

-100.0

-100.0

-100.0

-100.0

1994 Share of Market

(%)

27.5

18.7

14.5

10.2

6.1

6.0

4.7

3.4

2.4

1.7

0.8

0.8

0.8

0.7

0.7

0.5

0.4

0.1

-

-

-

-

All N.A. Companies

All European Companies

All Asian Companies

All Companies

OEM revenue removed to prevent double-counting the market

NA = Not applicable

Source: Dataquest (March 1995)

24.4

6.6

~

31.0

29.9

12.3

• "

42.2

39.0

17.6

~

56.6

30.4

42.7

N A

34.0

68.9

31.1

" •

100.0

CAEC-WW-MS-9501 ©1995 Dataquest Incorporated March 27,1995

22

AEC and GIS Applications Worldwide

Table A-13

1994 CAD/CAM/CAE/GIS Software Market Share Table (Revenue in $M)

Top 30 GIS Software Companies, Japan, All Platforms

Rank

1

2

15

16

17

18

11

12

13

14

7

8

9

10

3

4

5

6

Company Name

Fujitsu

Uchida Yoko

Hitachi

GDS

Toshiba—No OEM

Autodesk

INS Engineering

Intergraph

ESRI

Mitsui Engineering

NEC

CADIX

Century Research Center

Maplnfo

Mutoh Industries—No OEM

IBM

PCI Remote Sensing Corp

PROCAD G m b H

Other Companies

• .

1.9

0.8

-

-

16.5

3.5

2.0

1.8

1.8

-

1992

12.6

7.9

7.3

5.6

6.0

5.8

3.7

5.3

1.3

0.9

-

0

8.9

3.1

3.0

2.3

2.0

1.8

0.3

1993

23.2

8.2

8.1

6.2

6.5

4.7

4.0

4.2

1993-94

Growth

(%)

-2.0

11.4

11.8

12.3

11.9

515.5

11.5

-1.1

N A

50.0

9.5

8.5

34.5

12.1

9.7

12.2

5.5

23.7

11.3

2.3

2.0

1.8

1.5

0.9

0.5

0

9.7

1994

22.8

9.2

8.8

8.4

7.3

5.1

4.5

4.4

3.8

3.4

2.6

1994 Share

of Market

(%)

23.0

9.3

8.9

8.5

7.3

5.2

4.6

0.9

0.5

0

9.8

2.3

2.0

1.8

1.5

4.5

3.8

3.4

2.6

AU N.A. Companies

AH European Companies

All Asian Companies

AU Companies

OEM revenue removed to prevent double-counting the market

NA = Not applicable

Source: Dataquest (March 1995)

17.4

-

48.4

82.4

19.4

0

60.4

88.7

24.9

0

64.1

98.7

28.6

50.0

6.1

11.4

25.2

0

64.9

100.0

CAEC-WW-MS-9501 ©1995 Dataquest Incorporated March 27,1995

1994 CAD/CAM/CAE/GIS AEC and GIS Market Share

23

Table A-14

1994 CAD/CAM/CAE/GIS Software Market Share Table (Revenue in $M)

Top 30 GIS Software Companies, Japan, Technical Workstation

Rank

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

Company Name

Fujitsu

Uchida Yoko

Toshiba—No OEM

Hitachi

INS Engineering

GDS

Mitsui Engineering

Intergraph

ESRI

NEC

CADIX

Century Research Center

Mutoh Industries—^No OEM

PCI Remote Sensing Corp

Autodesk

Maplnfo

IBM

PROCAD G m b H

Other Companies

1992

6.9

6.9

6.0

5.3

3.7

1.3

3.2

4.6

-

1.8

1.8

1.8

1.0

-

0.3

-

-

13.9

28.8

12.0

12.3

11.9

11.8

N A

9.7

792.5

-24.2

50.0

12.9

1993-94

Growth

(%)

14.4

12.2

12.1

12.1

12.2

97.2

12.0

4.7

1994

16.7

8.2

7.3

7.0

4.5

3.2

3.1

3.0

2.8

2.4

2.3

2.0

1.3

0.4

0.3

0.1

0.1

0

8.0

1993

14.6

7.3

6.5

6.2

4.0

1.6

2.8

2.9

2.2

2.2

2.0

1.8

1.2

-

0.3

0

0.1

0

7.1

1994 Share of Market

(%)

23.0

11.3

10.0

9.6

6.2

4.4

4.3

4.2

3.9

3.3

3.1

2.7

1.8

0.5

0.4

0.1

0.1

0

11.0

All N.A. Companies

All European Companies

All Asian Companies

^*2

-

3o«0

7.1

0

48.5

9.9

0

54.7

39.2

50.0

12.8

13.6

0

75.3

All Compaiues

OEM revenue removed to prevent double-counting the market

NA = Not applicable

Source: Dataquest (March 1995)

58.6 62.7 72.6 15.8 100.0

CAEC-WW-MS-9501

©1995 Dataquest Incorporated March 27,1995

24 AEC and GIS Applications Worldwide

Table A-15

1994 CAD/CAM/CAE/GIS Software Market Share Table (Revenue in $M)

Top 30 GIS Software Companies, Japan, Host Dependent

Rank Company Name

1 Fujitsu

2 GDS

3 IBM

4 Hitachi

5 ESRI

Other Companies

1992

3.8

4.2

0.8

0.7

-

1.3

1993

8.6

4.6

0.9

0.5

0.2

0.4

1994

6.0

4.1

0.9

0.3

0.1

0.2

1993-94

Growth

(%)

-29.8

-10.8

1.1

-29.2

-50.0

-55.0

1994 Share of Market

(%)

51.9

35.4

7.4

2.9

0.6

1.7

All N.A. Companies

All European Companies

All Asian Companies

5.1

-

4.5

5.6

-

9.1

5.0

-

6.4

-10.0

NA

-29.8

43.5

-

54.8

10.9 15.1 11.6

-23.2

100.0 All Companies

OEM revenue removed to prevent double-counting the market

NA = Not applicable

Source: Dataquest (March 1995)

CAEC-WW-MS-9501

©1995 Dataquest Incorporated March 27,1995

1994 CAD/CAM/CAE/GIS AEC and GIS Market Share

25

Table A-16

1994 CAD/CAM/CAE/GIS Software Market Share Table (Revenue in $M)

Top 30 GIS Software Companies, Japan, Personal Computer

Rank

1

2

3

4

5

6

7

8

9

10

11

Company Name

Autodesk

Maplnfo

Hitachi

Intergraph

GDS

Uchida Yoko

ESRI

Mitsui Engineering

PCI Remote Sensing Corp

Mutoh Industries—^No OEM

NEC

Other Companies

1992

5.4

-

1.3

0.6

-

0.9

-

0.3

-

0.9

0.1

-

1993

4.4

0.3

1.4

1.3

-

0.9

0.7

0.3

-

0.1

0.1

-

1994

4.8

1.7

1.5

1.4

1.1

0.9

0.9

0.3

0.2

0.1

0.1

-

1993-94

Growth

(%)

9.7

505.6

5.6

7.3

NA

5.6

23.7

4.0

NA

8.3

8.3

NA

1994 Share of Market

(%)

37.2

13.1

11.6

10.5

8.3

7.2

6.9

2.0

1.2

1.0

1.0

-

AH N.A. Companies

All European Companies

AU Asian Companies

6.1

-

5.5

6.7

-

2.8

10.0

-

3.0

50.0

NA

5.7

77.1

-

22.9

All Companies

OEM revenue removed to prevent double-counting the market

NA = Not applicable

Source: Dataquest (March 1995)

11.5

9.5

13.0 36.9 100.0

CAEC-WW-MS-9501

©1995 Dataquest Incorporated

March 27,1995

26

AEC and GIS Applications Worldwide

Table A-17

1994 CAD/CAM/CAE/GIS Software Market Share Table (Revenue in $M)

Top 30 GIS Software Companies, Asia/Pacific, All Platforms

Rank

1

2

3

4

5

6

7

Company Name

ESRI

Siemens Nixdorf Info systeme

Autodesk

Intergraph

PCI Remote Sensing Corp

IBM

UNISYS

Other Companies

1992

-

3.1

0.1

1.4

-

0.1

0.1

2.0

1993

7.8

2.9

2.4

1.1

-

0.3

0.1

5.9

1994

9.7

5.0

2.6

1.2

0.8

0.3

0.2

6.3

1993-94

Growth

(%)

24.2

72.1

9.7

5.6

NA

-1.1

50.0

7.6

1994 Share of Market

(%)

37.1

19.1

10.1

4.5

2.9

1.3

0.8

24.2

All N.A. Companies

AU European Companies

All Asian Companies

AU Companies

OEM revenue removed to prevent double-counting the market

NA = Not applicable

Source: Dataquest (March 1995)

1.9

3.1

~

7.0

11.8

2.9

-^

20.6

14.8

5.0

^

26.1

25.6

72.1

N A

27.0

56.7

19.1

^'

100.0

CAEC-WW-MS-9501 ©1995 Dataquest Incorporated March 27,1995

1994 CAD/CAM/CAE/GIS AEC and GIS Market Share

27

Table A-18

1994 CAD/CAM/CAE/GIS Software Market Share Table (Revenue in $M)

Top 30 GIS Software Companies, Asia/Pacific, Technical Workstation

Rank

1

2

3

4

5

6

7

Company Name

ESRI

Siemens Nixdorf Info systeme

Intergraph

PCI Remote Sensing Corp

UNISYS

Autodesk

IBM

Other Companies

1992

-

2.7

1.2

-

0.1

0

-

3.3

1993

5.6

1.9

0.8

-

0.1

0.1

0

7.1

1994

7.2

1.9

0.8

0.5

0.2

0.2

0

7.8

1993-94

Growth

(%)

29.4

-1.6

5.2

NA

50.0

9.7

-24.2

9.2

1994 Share of Market

(%)

38.7

10.1

4.3

2.8

1.1

0.9

0.1

41.8

AU N.A. Companies

AH European Companies

All Asian Companies

All Companies

OEM revenue removed to prevent double-counting the market

NA = Not applicable

Source: Dataquest (March 1995)

1.4

2.7

~

7.3

6.7

1.9

~

15.7

8.9

1.9

~

18.6

34.3

-1.6

NA

18.5

48.0

10.1

'^

100.0

CAEC-WW-MS-9501 ©1995 Dataquest Incorporated March 27,1995

28

AEC and GIS Applications Worldwide

Table A-19

1994 CAD/CAM/CAE/GIS Software Market Share Table (Revenue in $M)

Top 30 GIS Software Companies, Asia/Pacific, Host Dependent

Rank

1

2

3

Company Name

Siemens Nixdorf Info systeme

IBM

ESRI

Other Con\paiues

1992

0.4

0.1

-

0.1

1993

0.7

0.3

0.4

0.1

1994

0.8

0.3

0.2

0

1993-94

Growth

(%)

13.6

1.1

-50.6

-63.9

1994 Share of Market

(%)

58.8

24.5

15.1

1.6

AU N.A. Companies

All European Companies

AU Asian Companies

All Companies

OEM revenue removed to prevent double-counting the market

NA = Not applicable

Source: Dataquest (March 1995)

0.3

0.4

• = ^

0.8

0.7

0.7

~

1.4

0.5

0.8

~

1.3

-27.7

13.6

N A

-9.8

39.6

58.8

~

100.0

CAEC-WW-MS-9501

©1995 Dataquest Incorporated March 27,1995

1994 CAD/CAM/CAE/GIS AEC and GIS Market Share

29

Table A-20

1994 CAD/CAM/CAE/GIS Software Market Share Table (Revenue in $M)

Top 30 GIS Software Companies, Asia/Pacific, Personal Computer

Rank Company Name

1 Autodesk

2 Siemens Nixdorf Info systeme

3 ESRI

4 Intergraph

5 PCI Remote Sensing Corp

Other Companies

1992

0.1

0.2

1993

2.3

0.3

1.8

0.3

-

-

1994

2.5

2.4

2.3

0.4

0.2

-

1993-94

Growth

(%)

9.7

634.4

24.4

6.6

N A

NA

1994 Share of Market

(%)

32.2

30.4

29.6

4.7

3.1

-

All N.A. Companies

All European Companies

AU Asian Companies

0.2

4.5

0.3

.

5.4

2.4

-

20.9

634.4

N A

69.6

30.4

.

All Companies

OEM revenue removed to prevent double-counting the market

NA = Not applicable

Source: Dataquest (March 1995)

0.2 4.8

in

62.0

100.0

CAEC-WW-MS-9501 ©1995 Dataquest Incorporated

March 27,1995

30 AEC and GIS Applications Worldwide

Table A-21

1994 CAD/CAM/CAE/GIS Software Market Share Table (Revenue in $M)

Top 30 GIS Software Companies, Rest of World, All Platforms

24

25

26

27

28

29

30

20

21

22

23

16

17

18

19

12

13

14

15

8

9

10

11

Rank

1

2

3

4

5

6

7

Company Name

ESRI

Intergraph

GDS

Genasys II

Landmark Graphics

Radian Corporation

Maplrvfo

Autodesk

Smallworldwide

Enghouse Systems Ltd.

PCI Remote Sensing Corp

SHL Vision Solutions

ERDAS

Earth Resource Mapping

Laser-Scan

UNISYS

Strategic Mapping

Djmamic Graphics

APIC Systemes

GEOMAX Intl.

IBM

Siemens Nixdorf Info systeme

Autometric

Eagle Point

Terr-Mar Resource Info Svs

Clemessy Geocity

Geo/SQL Corp.

Facility Mapping Systems

Accugraph

Synercom

T

0.2

0.2

1.7

0.4

0.2 r

0.2

-

0.5

0.1

0.1

0

0.3

-

1.4

0.4

0.2

0.2

0

-

0.1

1992

11.2

2.9

1.3

5.2

2.0

2.4

0.8

0.8

0.3

0.2

0.2

0.2

-

0.7

0.4

0.4

0.4

0.1

0.1

0.1

0

0.2

0.2

0.4

0.1

-

0

1993

14.1

11.3

11.7

6.1

3.6

2.4

1.4

1.8

-

1.1

-

0.1

0.1

0.1

0.1

0

0

-

0.2

0.2

0.2

0.2

0.4

0.3

0.3

0.3

0.8

0.5

0.5

0.4

1.9

1.3

1.3

1.3

1994

16.0

13.2

7.1

6.3

3.9

2.9

2.4

1993-94

Growth

(%)

13.5

17.1

-39.6

4.3

9.4

24.6

65.3

9.7

NA

22.9

NA

17.6

24.4

27.0

18.9

28.1

18.8

23.8

22.6

NA

4.6

-

-58.1

16.7

20.0

9.7

25.0

12.4

N A

-100.0

1994 Share of Market

(%)

25.7

21.2

11.3

10.1

6.3

4.7

3.8

3.1

2.1

2.1

2.0

1.3

0.8

0.8

0.7

0.7

0.5

0.4

0.4

0.4

0.4

0.3

0.2

0.2

0.2

0.2

0.2

0.1

0

-

All N.A. Companies

All European Companies

All Asian Companies

32.6

0.5

*?

33.1

56.7

0.9

"

57.6

60.2

2.3

-

62.5

6.3

153.6

NA

8.6

96.3

3.7

~

100.0 All Companies

OEM revenue removed to prevent double-counting the market

NA = Not applicable

Source: Dataquest (March 1995)

CAEC-WW-MS-9501 ©1995 Dataquest Incorporated March 27,1995

1994 CAD/CAM/CAE/GIS AEC and GIS Market Share

31

Rank

15

16

17

18

11

12

13

14

7

8

9

10

1

2

3

4

5

6

19

20

21

22

23

24

25

26

17

28

29

30

Table A-22

1994 CAD/CAM/CAE/GIS Software Market Share Table (Revenue in $M)

Top 30 GIS Software Companies, Rest of World, Technical Workstation

Company Name

ESRI

Intergraph

Genasys II

Landmark Graphics

GDS

Radian Corporation

SmaUworldwide

PCI Remote Sensing Corp

SHL Vision Solutions

Earth Resource Mapping

Laser-Scan

UNISYS

ERDAS

Enghouse Systems Ltd.

APIC Systemes

Dynamic Graphics

GEOMAX Intl.

Maplnfo

Autodesk

Clemessy Geocity

Autometric

Siemens Nixdorf Info systeme

Terr-Mar Resotirce Info Svs

Strategic Mapping

Eagle Point

Geo/SQL Corp.

Accugraph

Facility Mapping Systems

Synercom

Computervision

-

0

0.1

-

-

-

0

0

-

-

0

0

0.2

0.3

-

0

0

-

1.0

0.2

0.2

0.2

0.3

1992

9.1

2.5

4.7

2.0

0.3

0.6

-

0.1

0.1

0.1

0.1

0.3

0.3

0.3

0.2

1.3

0.9

0.7

0.5

0.4

0.4

0.4

0

0

0

-

-

0.1

0.1

0

0

1994

11.9

10.6

5.7

3.9

2.7

1.9

0.1

-

0.1

0.1

0.2

-

0

0.1

-

0.6

0.4

0.4

0.3

0.3

0.2

0.2

-

0

0

0

0

0

-

1993

10.1

9.8

5.5

3.6

3.1

1.5

-

1993-94

Growth

(%)

18.1

8.4

4.3

9.4

-11.6

27.0

NA

NA

25.9

27.0

18.9

29.0

26.7

25.0

22.6

25.0

NA

197.5

9.7

9.7

NA

12.5

16.7

48.5

-

~ •

1994 Share of Market

(%)

27.7

24.7

13.2

9.1

6.3

4.5

3.0

NA

NA

-100.0

-100.0

0.1

0

0

0

0

-

-

0.3

0.2

0.2

0.2

0.6

0.6

0.3

0.3

0.9

0.9

0.7

0.6

2.0

1.7

1.1

1.0

All N.A. Companies

All European Companies

All Asian Companies

All Companies

OEM revenue removed to prevent double-counting the market

NA = Not applicable

Source: Dataquest (March 1995)

21.5

0.4

~

21.9

35.8

0.8

"

36.6

40.9

2.2

~

43.1

14.2

189.1

NA

17.8

94.9

5.1

~

100.0

CAEC-WW-MS-9501 ©1995 Dataquest Incorporated March 27,1995

32

AEC and GIS Applications Worldwide

Table A-23

1994 CAD/CAM/CAE/GIS Software Market Share Table (Revenue in $M)

Top 30 GIS Software Companies, Rest of World, Host Dependent

Rank

1

2

3

4

5

6

7

8

9

Company Name

GDS

ESRI ffiM

SHL Vision Solutions

Siemens Nixdorf Info systeme

Autometric

Radian Corporation

Dynamic Graphics

Synercom

1992

1.0

0.1

0.2

0.4

-

:T

-

0.1

0

1993

8.7

0.7

0.2

0.1

0.1

-

0

0

0

1994

3.5

0.3

0.2

0.1

0.1

0

0

0

-

1993-94

Growth

(%)

-59.9

-54.5

4.6

-30.0

-28.6

NA

-25.0

-

-100.0

1994 Share of Market

(%)

82.3

7.6

5.4

1.7

1.2

1.0

0.7

0.2

-

All N.A. Companies

All European Companies

All Asian Companies

AU Companies

OEM revenue removed to prevent double-counting the market

NA = Not applicable

Source: Dataquest (March 1995)

1.9

0

~

1.9

9.7

0.1

""

9.8

4.2

0.1

~

4.2

-57.2

-28.6

N A

-57.0

98.8

1.2

"

100.0

CAEC-WW-MS-9501 ©1995 Dataquest incorporated March 27,1995

1994 CAD/CAM/CAE/GIS AEC and GIS Market Share

33

Table A-24

1994 CAD/CAM/CAE/GIS Software Market Share Table (Revenue in $M)

Top 30 GIS Software Companies, Rest of World, Personal Computer

14

15

16

17

18

19

20

21

Rank

1

2

3

4

5

6

7

8

9

10

11

12

13

Company Name

ESRI

Intergraph

Maplnfo

Autodesk

Enghouse Systems Ltd.

Radian Corporation

CDS

Genasys II

PCI Remote Sensing Corp

Strategic Mapping

Eagle Point

ERDAS

Geo/SQL Corp.

Siemens Nixdorf Irifo systeme

Terr-Mar Resource Info Svs

Facility Mapping Systems

Autometric

UNISYS

Understanding Systems

Contract Data Research

Ziegler Informatics

-

0

0

0.5

-

0

-

0

1992

2.0

0.3

0.8

0.7

0.2

1.8

-

0.5

-

1.7

0.1

0.1

0.2

1994

3.8

2.6

2.3

1.8

1.0

1.0

0.9

0.6

0.4

0.3

0.1

0.1

0.1

0.1

0.1

0

0

0

-

-

-

0.6

-

0.2

0.1

0.1

0.1

0.1

0

0

1993

3.3

1.5

1.4

1.7

0.8

0.8

-

0.4

0

0

0

0

1993-94

Growth

(%)

13.7

74.9

61.5

9.7

22.2

22.5

NA

4.3

NA

16.2

18.2

18.2

28.6

20.0

25.0

5.3

-96.2

-

-100.0

-100.0

-100.0

1994 Share of Market

(%)

25.0

17.1

14.9

12.1

6.5

6.5

6.0

4.2

2.6

1.7

0.9

0.9

0.6

0.4

0.3

0.3

0.1

0.1

-

-

All N.A. Companies

AU European Companies

All Asian Companies

All Companies

OEM revenue removed to prevent double-counting the market

NA = Not applicable

Source: Dataquest (March 1995)

9.2

0

i ^ -

9.2

11.1

0.1

~

11.2

15.1

0.1

-

15.2

36.2

-25.0

NA

35.8

99.6

0.4

"

100.0

CAEC-WW-MS-9501

©1995 Dataquest Incorporated March 27,1995

34

AEC and GIS Applications Worldwide

30

31

32

33

26

27

28

29

34

35

22

23

24

25

18

19

20

21

12

13

14

15

16

17

8

9

10

11

Rank

1

2

3

4

5

6

7

36

37

38

39

Table B-1

1994 CAD/CAM/CAE/GIS Software Market Share Table (Revenue in $M)

All GIS Software Companies, Worldwide, All Platforms

Company Name

A.I. Systems

Accugraph

American Small Business Comp.

APIC Systemes

Auto-Trol

Autodesk

Autometric

CAD Distribution

CAD-Capture

CADIX

Century Research Center

C l a r i t a s / N P D C -

Clemessy Geocity

Computervision

Contract Data Research

DAPCO

Dynamic Graphics

Eagle Point

Earth Resource Mapping

EME

Enghouse Systems Ltd.

EOSAT C o -

Equifax/NDS-

ERDAS

ESRI

ETAK~.

Facility Mapping Systems

Fujitsu

GDS

Genasys II

Geo/SQL Corp.

Geographic Data Technology~

GeoGraphix

GEOMAX Intl.

Geometria GIS Systems House

GEOVISION Inc.

GRAPHSOFT

Groimd Modelling Systems

Hitachi

-2.0

-18.6

12.5

22.2

16.7

23.0

13.8

-3.3

-100.0

-27.1

41.2

8.5

1993-94

Growth

(%)

-100.0

96.2

12.0

21.8

5.8

9.7

34.4

74.7

-100.0

12.3

11.9

23.0

9.7

-100.0

-100.0

13.8

10.9

20.5

15.6

-100.0

17.8

11.1

22.5

14.5

17.9

14.9

11.4

1992

0.1

0.1

0.2

3.4

0.7

4.1

0.8

1.8

0.2

0.9

2.8

0.6

0.7

39.1

2.3

0.1

0.2

1.8

1.8

19.1

6.2

35.7

0.6

6.4

91.9

8.6

1.4

12.6

24.1

12.9

2.2

7.2

2.4

1.9

0.4

0.3

-

1.7

7.3

41.0

0.8

6.2

108.8

9.2

1.8

23.2

26.3

15.0

0.9

6.0

3.0

1.4

0.2

0.2

0.1

1.5

8.1

1993

0

0.1

0.2

4.2

0.5

44.4

3.7

0.2

0.1

2.0

1.8

22.0

1.0

1.3

0.4

0.3

3.6

0.9

3.7

0.3

7.4

16.9

1.1

7.0

3.6

1.6

0.2

-

0.1

2.2

8.8

45.6

1.0

7.0

128.3

10.5

2.0

22.8

21.4

1994

-

0.2

0.2

5.2

0.6

48.7

-

0.3

4.0

1.1

4.3

-

8.7

2.0

27.1

1.1

-

5.0

0.4

-

2.3

1994 Share of Market

(%)

-

0

0

0.6

0.1

5.6

0.5

-

1.0

5.2

-

0

0.5

0.1

0.2

3.1

0.1

-

0.6

0

-

0.3

0.1

0.8

14.6

1.2

0.2

2.6

2.4

1.9

0.1

0.8

0.4

0.2

0

-

0

0.2

1.0

(Continued)

CAEC-WW-MS-9501 ©1995 Dat

)orated

March 27,1995

1994 CAD/CAM/CAE/GIS AEC and GIS Market Share

35

60

61

62

63

64

56

57

58

59

52

53

54

55

48

49

50

51

Rank

40

41

42

43

44

45

46

47

69

70

71

72

65

66

67

68

73

74

75

76

77

78

Table B-1 (Continued)

1994 CAD/CAM/CAE/GIS Software Market Share Table (Revenue in $M)

All GIS Software Companies, Worldwide, All Platforms

Company N a m e

IBM

ICL

Innovative Data Design

INS Engineering

Intergraph

ItalCad

Lamp Software

Land Iimovation

Landmark Graphics

Laser-Scan

M.O.C.

Maplnfo

Maptech

Mitsui Engineering

Mutoh Industries—^No OEM

NEC

PACSOFT

PAFEC

PCI Remote Sensing Corp

Poppenhaeger Grips

PROCAD GmbH

Radian Corporation

RIB/Bausoftware

RoboCAD Solutions

SHL Vision Solutions

Siemens Nixdorf Info systeme

Sigma Design

Smallworldwide

Softdesk

Softronics

Spot I m a g e -

Star Informatic

Straessle Informationssysteme

Strategic Mapping

Strategic Mapping/Software C o n t e n t -

Synercom

Sysdeco Innovation

Tactician

Terr-Mar Resource Info Svs

0.3

5.8

1.3

0.3

27.7

5.4

4.4

3.0

1.1

4.1

2.7

9.0

-

1.0

1.7

5.5

1.9

0.9

3.5

1.9

2.0

-

4.8-

1.3

0.4

14.0

53.4

1992

5.7

8.1

0

3.7

95.0

1.0

0.1

0.8

29.8

4.7

0.2

9.2

1993-94

Growth

(%)

-2.8

-3.1

-100.0

12.2

3.5

-100.0

11.5

11.8

22.5

2.3

13.3

3.3

18.2

18.9

70.6

18.9

8.7

4.7

-100.0

-100.0

11.6

4.4

-53.7

81.2

-100.0

11.3

10.5

73.6

143.2

7.0

4.4

13.6

6.0

18.8

18.8

-100.0

5.8

21.7

13.1

2.7

0.4

7.3

47.9

0.2

15.0

1.4

0.4

33.2

3.8

6.5

12.2

12.2

4.4

8.6

3.5

1.6

1993

5.5

9.0

0

4.0

115.0

0.2

0.1

0.5

50.9

6.1

0.2

16.4

1.2

1.3

9.0

2.6

0.1

4.7

3.0

1.3

2.3

1.1

1994

5.3

8.7

-

4.5

119.1

-

-

-

56.8

6.4

0.1

29.8

-

3.4

1.5

2.6

1.4

1.4

10.2

0.2

26.0

3.4

0.5

34.6

4.3

6.9

14.4

14.4

-

9.1

4.2

1.8

2.7

0.1

5.6

4.6

0.4

8.0

50.2

1994 Share of Market

(%)

0.6

1.0

-

0.5

13.6

-

6.5

-

-

0.7

0

3.4

-

0.4

0.2

0.3

0.2

0.2

1.2

3.9

0.5

0.8

1.6

0

3.0

0.4

0.1

1.6

-

1.0

0.5

0.2

0.3

0

0.6

0.5

0.1

0.9

5.7

(Continued)

CAEC-WW-MS-9501 ©1995 Dat

}orated

March 27,1995

36 AEC and GIS Applications Woridwide

Table B-1 (Continued)

1994 CAD/CAM/CAE/GIS Software Market Share Table (Revenue in $M)

All GIS Software Companies, Worldwide, All Platforms

ilifMnlc

79

80

81

82

83

84

85

86

Company Name

Terra Sciences

Toshiba—No OEM

Triplan

TYDAC Technology

Uchida Yoko

Understanding Systems

UNISYS

Ziegler Informatics

VISTA Enviromnental Inf.-

1992

1.9

6.0

0.4

3.2

7.9

0.6

3.5

1.7

7.4

1993

2.3

6.5

0.4

3.8

8.2

0.6

4.7

2.0

8.2

1994

2.8

7.3

0.4

4.5

9.2

-

6.9

2.7

10.1

1993-94

Growth

(%)

20.3

12.1

-

16.5

11.4

-100.0

47.6

32.8

23.0

1994 Share of Market

(%)

0.3

0.8

0

0.5

1.0

-

0.8

0.3

1.2

All N.A. Companies

AH European Companies

AU Asian Companies

Companies

-Software Content Companies

Source: Dataquest (March 1995)

396.8

106.4

48.4

657.9

472.4

119.1

60.4

784.4

525.0

138.0

64.1

877.4

11.1

15.9

6.1

11.9

59.8

15.7

7.3

100.0

CAEC-WW-MS-9501 ©1995 Dataquest Incorporated March 27,1995

1994 CAD/CAM/CAE/GIS AEC and GIS Market Share

37

Table C-1

1994 CAD/CAM/CAE/GIS Total Vendor Market Share Table

(Revenue in $M, Actual Units)

Top 30 GIS Vendors, Worldwide, All Platforms

Rank

1

2

3

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

Company Name

Intergraph

Sun Microsystems

ESRI

4 Digital Equipment

• 5

Siemens Nixdorf Info systeme

IBM

Hewlett-Packard

Landmark Graphics

Fujitsu

GDS

Silicon Graphics

Autodesk

SmaUworldwide

Sysdeco Innovation

Maplnfo

Autometric

Genasys II

ICL

Uchida Yoko

Apple Computer

Hitachi

UNISYS

Toshiba—No OEM

Strategic Mapping

CPU Software CPU

Shipments Revenue Revenue Revenue

Total

Service Distribution

Revenue

8,207

9,527

-

11,181

5,343

9,812

8,895

413

1,733

707

1,566

-

60

315

423

271

733

700

5,946

556

199

208

-

-

119.1

-

128.3

-

50.2

5.3

-

56.8

22.8

23.3

-

48.7

26.0

9.1

29.8

9.9

16.9

8.7

9.2

-

8.8

6.9

7.3

14.4

141.8

167.3

-

133.5

47.0

108.8

112.0

15.3

35.8

16.7

46.0

-

0.9

8.8

-

9.3

4.8

13.6

9.3

18.4

7.1

3.3

6.7

-

98.8

30.5

31.1

21.2

32.7

12.7

17.5

40.2

9.0

8.9

6.3

-

12.2

9.4

3.0

10.5

5.5

1.8

1.2

-

2.1

7.5

1.9

2.5

407.0

197.8

159.4

154.7

135.9

129.6

129.5

125.1

73.5

53.0

52.3

48.7

39.3

33.0

32.8

32.0

28.4

24.2

24.1

23.0

20.0

18.7

17.5

17.0

1994 Share of Market

(%)

18.8

9.2

7.4

7.2

6.3

6.0

6.0

5.8

3.4

2.5

2.4

2.3

1.8

1.5

1.5

1.5

1.3

1.1

1.1

1.1

0.9

0.9

0.8

25

26

17

28

29

30

Mitsui Engineering

SHL Vision Solutions

Laser-Scan

Straessle Informationssysteme

PCI Remote Sensing Corp

Enghouse Systems Ltd.

Other Companies

134

28

85

80

-

46

45,202

3.4

8.0

6.4

6.9

10.2

8.7

-

4.2

0.9

2.3

1.2

-

0.3

103.3

1.8

5.4

3.7

2.5

-

1.1

0.7

15.6

14.3

13.6

10.7

10.2

10.2

117.6

0.8

0.7

0.7

0.6

0.5

0.5

0.5

5.4

AU N.A. Companies

AU European Companies

AU Asian Companies

48,272

7,444

3,792

525.0

138.0

64.1

640.6

81.4

72.5

313.2

72.0

18.1

AU Companies 104,709 727.1 897.9 404.0

Vendor data includes OEM revenue and shipments so that sum of vendors is greater than total.

Source: Dataquest (March 1995)

1,556.3

306.6

180.5

2,160.9

72.0

14.2

8.4

100.0

CAEC-WW-MS-9501

©1995 Dataquest Incorporated March 27,1995

38

AEC and GIS Applications Worldwide

22

23

24

25

18

19

20

21

26

27

28

29

30

12

13

14

15

16

17

8

9

10

11

Rank

1

2

3

4

5

6

7

Table C-2

1994 CAD/CAM/CAE/GIS Total Vendor Market Share Table

(Revenue in $M, Actual Units)

Top 30 GIS Vendors, Worldwide, Technical Workstation

Company Name

Intergraph

Sun Microsystems

Landmark Graphics

ESRI

Hewlett-Packard

IBM

Siemens Nixdorf Info systeme

Digital Equipment

Fujitsu

Silicon Graphics

Smallworldwide

Sysdeco Irmovation

Genasys II

ICL

Uchida Yoko

Autometric

UNISYS

Toshiba—No OEM

GDS

Hitachi

Mitsui Engineering

Laser-Scan

SHL Vision Solutions

Straessle Irtformationssysteme

INS Engineering

NEC

ERDAS

APIC Systemes

PCI Remote Sensing Corp

Star Informatic

CPU Software CPU

Shipments Revenue Revenue Revenue

Total

Service Distribution

Revenue

1994 Share of Market

(%)

5,812 95.7 132.1 90.0 363.0 23.5

9,527

413

-

4,133

2,536

1,288

3,064

1,487

1,566

60

315

141

733

575

320

176

208

227

323

105

85

26

80

25

238

46

-

-

91

-

56.8

95.5

-

0.2

32.7

-

16.7

-

26.0

9.1

15.4

8.7

8.2

7.8

6.6

7.3

8.8

7.0

3.1

6.4

7.2

6.9

4.5

2.4

5.6

5.2

7.0

4.3

167.3

15.3

-

97.9

77.4

24.0

59.0

30.1

46.0

0.9

8.8

4.4

13.6

8.4

6.6

3.2

6.7

4.7

5.5

3.9

2.3

0.8

1.2

2.4

2.8

0.9

-

-

1.0

30.5

40.2

28.8

15.9

6.9

23.6

10.6

6.7

6.3

12.2

9.4

5.0

1.8

1.2

4.1

7.3

1.9

2.6

1.7

1.6

3.7

4.8

2.5

-

0.8

0.6

1.9

-

1.1

197.8

125.1

124.3

113.9

84.5

82.0

69.6

57.7

52.3

39.3

33.0

25.8

24.2

21.8

19.2

18.1

17.5

16.4

15.6

14.3

13.6

12.8

10.7

8.5

8.0

7.9

7.1

7.0

6.7

12.8

8.1

8.1

7.4

5.5

5.3

4.5

3.7

3.4

2.5

2.1

1.7

1.6

1.4

1.2

1.2

1.1

1.1

1.0

0.9

0.9

0.8

0.7

0.6

0.5

0.5

0.5

0.5

0.4

All N.A. Companies

All European Companies

All Asian Companies

21,834

2,873

3,068

327.7

106.8

54.7

503.9

56.8

63.6

260.2

61.2

15.1

All Companies 27,775

489.2

624.4 336.5

Vendor data includes OEM revenue and shipments so that sum of vendors is greater than total.

Source: Dataquest (March 1995)

1,154.0

234.5

156.0

1,544.5

74.7

15.2

10.1

100.0

CAEC-WW-MS-9501 ©1995 Dataquest Incorporated

March 27,1995

1994 CAD/CAM/CAE/GIS AEC and GIS Market Share 39

Table C-3

1994 CAD/CAM/CAE/GIS Total Vendor Market Share Table

(Revenue in $M, Actual Units)

Top 30 GIS Vendors, Worldwide, Host Dependent

Rank

1

2

3

4

5

6

7

8

9

10

11

12

Company Name

Digital Equipment

GDS

Siemens Nixdorf Info systeme ffiM

CPU Software CPU

Shipments Revenue Revenue Revenue

Total

Service Distribution

Revenue

1994 Share of Market

(%)

755 55.1

9.9

65.0 37.3

270

126

32

11.7

6.8

5.1

10.5

8.8

7.7

5.4

8.0

5.8

31.3

26.8

21.4

18.0

15.4

12.3

Fujitsu

Autometric

ESRI

SHL Vision Solutions

Hitachi

Dynamic Graphics

Radian Corporation

PROCAD GmbH

Other Companies

246

76

-

1

51

-

• : • - •

-

18

6.0

1.4

2.6

0.8

0.3

0.2

0.1

0

-

5.7

2.6

-

0.1

0.3

-

-

-

3.9

2.2

6.3

0.6

0.6

0.1

0.1

0

-

0.7

15.8

11.8

3.2

1.5

0.8

0.2

0.1

0

18.2

9.1

6.8

1.8

0.9

0.5

0.1

0.1

0

10.4

All N.A. Companies

AU European Companies

AU Asian Companies

821

126

297

20.6

6.8

6.4

55.2

8.8

6.0

28.7

8.0

2.3

All Companies 1,263 33.8 74.0

Vendor data includes OEM revenue and shipments so that sum of vendors is greater than total.

Source: Dataquest (March 1995)

39.7

112.5

26.8

16.6

174.1

64.6

15.4

9.6

100.0

CAEC-WW-MS-9501 ©1995 Dataquest Incorporated March 27,1995

40

AEC and GIS Applications Worldwide

Table C-4

1994 CAD/CAM/CAE/GIS Total Vendor Market Share Table

(Revenue in $M, Actual Units)

Top 30 GIS Vendors, Worldwide, Personal Computer

Rank

1

2

3

4

8

9

10

11

5

6

7

12

13

14

15

16

17

22

23

24

25

18

19

20

21

26

27

28

29

30

Company Name

Autodesk

Intergraph

ESRI

Maplnfo

Siemens Nixdorf Info systeme

IBM

Apple Computer

Digital Equipment

Hewlett-Packard

Strategic Mapping

Enghouse Systems Ltd.

CDS

Grotmd Modelling Systems

GeoGraphix

Tactician

RIB /Bausoftware

Hitachi

Softdesk

PCI Remote Sensing Corp

Ziegler Informatics

Genasys II

Radian Corporation

TYDAC Technology

Facility Mapping Systems

Uchida Yoko

Terra Sciences

Geo/SQL Corp.

ERDAS

Mitsui Engineering

PACSOFT

Other Companies

CPU Software

:-

182

-

-

-

131

-

r

-

124

-

-

97

29

-

45,183

-

2,395

-

-

3,928

7,244

5,946

7,363

4,761

-

30

210

472

-

• ^

-

13.0

6.7

-

-

2.7

2.2

3.6

4.2

3.5

45.8

23.3

30.3

28.3

10.6

-

1.9

0.9

2.3

1.0

1.4

0.3

1.3

-

1.5

3.2

3.2

2.7

1.5

2.0

2.4

CPU

23.6

18.4

19.4

14.1

-

0.1

1.6

1.5

.-

-

9.7

-

-

14.2

*

• •

0.4

-

-

-

1.3

-

-

-

0.9

-

-

0.1

0.4

-

99.4

Total

Service Distribution

Revenue

1994 Share of Market

(%)

-

45.8

10.3

8.8 44.0

10.0

1.6

2.9

1.1

-

-

0.7

1.6

2.3

0.8

31.9

31.1

27.1

23.6

23.0

20.1

15.6

15.3

7.7

7.2

7.0

6.1

5.3

5.2

4.5

3.5

3.5

1.7

0.9

0.5

1.3

-

5.3

5.1,

5.0

4.2

1.2

0.2

0.4

0.2

-

-

0.5

0.5

-

0.5

-

-

1.0

0.1

0.2

-

-

3.8

3.5

3.4

3.2

2.7

2.6

2.5

2.4

2.4

2.3

2.3

2.0

1.9

1.3

1.3

99.4

1 4

1.1

0.9

0.8

0.8

0.8

0.7

0.6

0.6

0.6

0.6

0.5

0.5

0.5

0.5

0.4

0.3

0.3

22.5

AU N.A. Companies

All European Comparues

All Asian Companies

25,617

4,444

427

176.6

24.5

3.0

81.5

15.8

2.9

24.3

2.9

0.7

All Companies 75,671 204.1 199.6

Vendor data includes OEM revenue and shipments so that sum of vendors is greater than total.

Source: Dataquest (March 1995)

27.8

289.8

45.3

7.9

442.4

65.5

10.2

1.8

100.0

CAEC-WW-MS-9501 ©1995 Dataquest Incorporated March 27,1995

1994 CAD/CAM/CAE/GIS AEC and GIS Market Share 41

Table D-1

1994 CAD/CAM/CAE/GIS Software Market Share Table (Revenue in $M)

All GIS Software Companies, Worldwide, All Platforms

Rank

1

2

3

4

5

6

7

8

Company Name

EOSAT C o -

Spot I m a g e -

C l a r i t a s / N P D C -

Strategic Mapping/Software Content-

ETAK-

VISTA Environmental Info.-

Geographic Data Technology-

Eqioifax/NDS-

1992

35.7

27.7

19.1

-

8.6

7.4

7.2

0.6

1993

41.0

33.2

22.0

12.2

9.2

8.2

6.0

0.8

1994

45.6

34.6

27.1

14.4

10.5

10.1

7.0

1.0

1993-94

Growth

(%)

11.1

4.4

23.0

18.8

14.9

23.0

16.7

22.5

1994 Share of Market

(%)

30.3

23.0

18.0

9.6

7.0

6.7

4.7

0.7

Software Content Companies

-Software Content Companies

Source: Dataquest (March 1995)

106.3 132.5 150.3

13.4 100.0

CAEC-WW-MS-9501 ©1995 Dataquest Incorporated March 27,1995

42 AEC and GIS Applications Worldwide

Table A-25

1994 CAD/CAM/CAE/GIS Software Market Share Table (Revenue in $M)

Top 30 AEC Software Companies, Worldwide, All Platforms

24

25

26

27

28

29

30

20

21

22

23

16

17

18

19

12

13

14

15

8

9

10

11

Rank

1

2

3

4

5

6

7

Company Name

Autodesk

Intergraph

Nemetschek

Fujitsu

IBM lEZ

Eagle Point

Softdesk

Computervision

NEC

RIB/Bausoftware

CAD Centre

Soft-Tech Software Technologies

Nihon Unisys

Aspen Technology

Graphisoft Group

CPU

Accugraph

GDS

Isicad C A D / C A M Systeme

Hitachi

Toshiba—No OEM

H a n Dataport

ACA Ltd.

Technische Computer Systeme

Mutoh Industries—^No OEM

Auto-Trol

Moss Systems Group

Sigma Design

Rebis

6.4

4.7

5.8

6.2

5.3

6.5

4.9

5.5

7.1

3.8

10.3

12.7

7.3

7.2

8.0

8.3

26.2

13.4

5.4

10.3

10.4

6.2

5.1

1992

153.0

113.3

32.5

35.4

42.0

26.6

7.1

13.1

12.5

8.9

2.1

67.2

9.9

3.6

64.4

11.2

81.5

-25.5

6.5

8.9

10.6

26.7

1993-94

Growth

(%)

9.7

6.9

30.1

0.8

4.7

35.9

83.0

43.2

1.4

10.4

49.1

27.4

16.8

7.2

3.2

6.7

9.6

5.6

12.4

8.2

7.9

7.8

6.5

7.0

6.6

5.8

6.1

3.6

13.5

19.0

17.1

10.7

11.3

11.4

11.5

11.0

1993

173.6

110.5

44.7

49.7

43.2

29.6

10.9

5.0

5.0

11.0

10.7

10.2

9.2

8.7

8.6

8.6

8.2

7.9

7.4

6.4

6.3

6.0

19.4

19.2

18.9

16.0

14.4

13.3

12.3

11.4

1994

190.4

118.0

58.1

50.1

45.2

40.3

20.0

5.5

5.2

0.9

0.9

0.7

0.7

0.7

0.6

0.6

1.0

1.0

1.0

1.0

1.3

1.2

1.2

1.1

1994 Share of Market

(%)

22.0

13.6

6.7

5.8

5.2

4.7

2.3

1.7

1.5

1.4

1.3

2.2

2.2

2.2

1.8

All N.A. Companies

All European Companies

All Asian Companies

421.5

207.8

97.8

446.0

206.5

124.7

AU Companies

OEM revenue removed to prevent double-counting the market

Source: Dataquest (March 1995)

727.0

777.2

485.7

248.5

131.0

865.2

8.9

20.3

5.1

11.3

56.1

28.7

15.1

100.0

CAEC-WW-IVIS-9501 ©1995 Dataquest Incorporated

March 27,1995

1994 CAD/CAM/CAE/GIS AEC and GIS Market Share

43

Table A-26

1994 CAD/CAM/CAE/GIS Software Market Share Table

(Revenue in $M)

Top 30 AEC Software Companies, Worldwide, Technical

Workstation

25

26

27

28

21

22

23

24

29

30

17

18

19

20

13

14

15

16

Rank

1

2

3

4

9

10

11

12

5

6

7

8

Company Name

Intergraph ffiZ

Fujitsu

Nemetschek

IBM

Computervision

NEC

CAD Centre

Autodesk

Nihon Unisys

Aspen Technology

Accugraph

H a n Dataport

Toshiba—No OEM

Hitachi

Auto-Trol

Moss Systems Group

Sigma Design

RIB/Baxisoftware

Kockiuns Computer Systems

Century Research Center

Technische Computer Systeme

INS Engineering

CDS

Isicad C A D / C A M Systeme

Siemens Nixdorf Info systeme

Complansoft CAD

Mutoh Industries—^No OEM

Sener Inginiera y Sistemaus

Star Informatic

1992

83.0

6.7

5.7

5.3

6.2

9.2

1.4

3.6

3.4

26.6

19.5

14.9

18.9

25.7

7.4

10.3

4.0

3.3

3.2

2.4

6.7

5.3

4.2

1.6

5.6

11.9

2.5

4.1

3.0

6.8

1993

78.3

10.4

9.3

8.3

5.2

5.4

6.2

6.0

6.1

3.4

4.2

2.2

4.0

3.7

3.7

29.6

26.0

9.4

23.9

18.4

13.5

11.3

3.1

3.0

3.2

2.8

3.5

3.2

3.8

3.2

1993-94

Growth

(%)

-9.6

28.7

12.4

75.7

53.0

12.2

12.2

2.1

62.3

8.1

103.3

10.0

12.2

9.4

12.3

178.8

4.2

-0.9

12.3

27.4

9.7

12.2

12.4

18.0

-2.7

8.7

9.9

12.1

-8.1

3.6

3.9

3.8

3.7

3.5

3.4

3.3

3.0

2.9

14.4

11.4

10.5

9.3

9.2

8.2

7.0

6.7

1994

70.8

38.1

29.2

26.2

24.9

18.2

15.1

6.3

5.6

4.5

4.4

4.4

4.2

4.1

1994 Share of Market

(%)

18.8

10.1

7.7

6.9

6.6

4.8

4.0

2.4

2.2

1.9

1.8

1.7

3.8

3.0

2.8

2.5

1.5

1.2

1.2

1.2

1.1

1.1

1.0

1.0

1.0

0.9

0.9

0.9

0.8

0.8

All N A . Companies

AU European Companies

All Asian Companies

164.3

125.2

55.9

161.9

98.6

76.7

337.2

161.4

131.3

84.0

376.7

All Companies

OEM revenue removed to prevent double-counting the marl<et

Source: Dataquest (March 1995)

345.3

-0.3

33.1

9.6

11.7

42.8

34.9

22.3

100.0

CAEC-WW-MS-9501 ©1995 Datiquest Incorporated March 27,1995

44

AEC and GIS Applications Worldwide

Table A-27

1994 CAD/CAM/CAE/GIS Software Market Share Table (Revenue in $M)

Top 30 AEC Software Companies, Worldwide, Host Dependent

RatUc

1

2

10

11

12

6

7

8

9

3

4

5

13

14

15

16

Company Name

Fujitsu

IBM

GDS

Aspen Technology

Nihon Unisys

EA Systems

ACA Ltd.

Hitachi

Toyo Information Systems-No OEM

Accugraph

Assigraph

PROCAD GmbH

Han Dataport

Georgia Tech Research Corp.

Macao Systems

Lamp Software

0.2

0.5

1.1

-

0.6

0.5

0.3

0

1992

10.6

11.1

7.9

1.5

4.8

3.7

1.3

0.7

0

0.5

0.4

0.1

0.1

0.6

0.2

0.4

0.2

1993

19.9

11.0

9.2

2.8

2.2

1.5

0.7

1994

17.0

10.8

5.4

2.1

1.8

1.3

0.5

0.5

0.1

0.1

0

0

-

• ^ '

-

-

1993-94

Growth

(%)

-14.7

-1.3

-40.7

-24.6

-14.9

-15.2

-33.3

-14.5

-18.8

-75.6

-93.3

-

-100.0

-100.0

-100.0

-100.0

1994 Share of Market

(%)

42.8

27.3

13.7

5.2

4.6

3.2

1.2

1.2

0.3

0.3

0

0

-

:.r.

-

• •

AH N.A. Comparues

AH European Companies

AH Asian Companies

28.2

3.4

16.4

25.3

1.7

22.8

19.7

0.5

19.4

-21.8

-69.9

-14.8

49.8

1.3

48.9

AU Companies

OEM revenue removed to prevent double-counting the market

Source: Oataquest (March 1995)

48.0

49.7

39.6

-20.2 100.0

CAEC-WW-I\/IS-9501 ©1995 Dataquest Incorporated March 27,1995

1994 CAD/CAM/CAE/GIS AEC and GIS Market Share

45

Table A-28

1994 CAD/CAM/CAE/GIS Software Market Share Table (Revenue in $M)

Top 30 AEC Software Companies, Worldwide, Personal Computer

Raiik

1

2

3

4

5

6

7

8

9

10

11

12

25

26

27

28

21

22

23

24

29

30

17

18

19

20

13

14

15

16

Company Name

Autodesk

Intergraph

Nemetschek

Eagle Point

Softdesk

Soft-Tech Software Technologies

RIB/Bausoftware

Graphisoft Group

CPU

IBM

ACA Ltd.

Isicad CAD/CAM Systeme

Hochtief

Computer Services Consultants

Rebis

CAD Distribution

Fujitsu

NEC

RoboCAD Solutions

Sweet's Electronic Publishing

Technische Computer Systeme

Micrografx

Mutoh Industries—^No OEM

Ziegler Informatics

CADKEY

Design Automation

MSI mb Progrcunme

American Small Business Comp. lEZ

1993

163.2

32.2

35.3

10.9

12.8

11.4

8.5

6.7

9.6

8.3

6.2

4.4

3.6

4.2

5.0

2.4

1.8

1.8

1.7

2.2

2.0

2.8

3.9

3.6

3.2

3.0

2.9

2.8

2.9

-

1994

179.0

47.3

32.0

20.0

18.4

13.3

11.5

11.0

10.7

9.5

7.4

3.6

3.3

3.3

3.2

3.0

2.8

2.7

2.4

5.0

4.5

4.4

4.4

4.2

4.0

3.7

2.4

2.3

2.2

2.1

2.3

1.7

2.0

1.0

1.9

1.4

4.9

1.9

5.3

6.0

3.0

2.2

1.4

1.8

1.3

-

1992

143.8

29.2

17.5

7.1

7.9

10.4

3.8

5.5

7.1

12.0

5.1

6.0

3.4

4.2

1993-94

Growth

(%)

9.7

46.9

-9.4

83.0

43.5

16.8

35.2

64.4

11.2

14.0

18.5

14.3

16.5

12.9

5.6

16.1

44.2

37.9

39.5

7.3

11.3

NA

23.8

5.2

-12.6

49.9

3.6

3.6

13.8

12.8

1994 Share of Market

(%)

39.9

10.5

7.1

4.5

4.1

3.0

2.6

2.5

2.4

2.1

1.6

1.1

0.6

0.5

0.5

0.5

0.7

0.7

0.7

0.6

0.5

0.5

0.9

0.8

0.8

0.7

1.0

1.0

1.0

0.9

All N.A. Companies

All European Companies

All Asian Companies

229.0

79.3

25.4

258.9

106.2

25.3

304.6

116.7

27.6

17.7

9.9

9.1

67.9

26.0

6.1

All Companies

OEM revenue removed to prevent double-counting the market

NA = Not applicable

Source: Dataquest (March 1995)

333.7 390.4 448.9 15.0 100.0

CAEC-WW-MS-9501 ©1995 Dataquest Incorporated

March 27,1995

46

AEC and GIS Applications Worldwide

Table A-29

1994 CAD/CAM/CAE/GIS Software Market Share Table (Revenue in $M)

Top 30 AEC Software Companies, North America, All Platforms

24

25

26

17

28

29

30

20

21

22

23

16

17

18

19

12

13

14

15

8

9

10

11

Rank

1

2

3

4

5

6

7

Company Name

Autodesk

Intergraph

Eagle Point

Softdesk

IBM

Computervision

Accugraph

Aspen Technology

Auto-Trol

Rebis

Isicad C A D / C A M Systeme

Sigma Design

Sweet's Electronic Publishing

Micrografx

CADKEY

CAD Centre

IMSI

Research Engineers—Civilsoft

American Small Business Comp.

Graphisoft Group lEZ

GDS

EA Systems

Carrier Corporation

GRAPHSOFT

Technische Computer Systeme

Moda CAD

CADWORKS

Engineered Software

International Software Systems

1993-94

Growth

(%)

7.3

18.0

-2.9

4.8

8.6

12.8

12.9

37.0

-42.0

39.5

83.0

40.5

6.5

57.6

82.2

2.4

1.4

11.1

11.0

25.6

436.8

-45.1

-12.3

13.0

-27.0

11.1

13.4

12.9

12.3

16.7

1.0

1.5

1.0

1.0

0.9

0.7

1.4

0.3

2.8

1.3

4.2

1.7

2.1

1.9

3.6

3.0

2.8

1.9

5.5

5.2

5.0

4.4

1993

81.6

58.0

10.9

12.8

13.2

6.0

5.2

0.6

1.3

1.0

0.3

4.6

1.1

1.9

1.4

1.7

2.9

1.1

0.8

0.7

0.8

3.5

2.6

5.2

4.9

6.9

5.0

2.2

2.3

1992

70.1

59.5

7.1

7.9

12.7

5.3

0.6

0.9

0.5

1994

87.6

68.4

4.6

3.9

3.3

3.2

2.7

2.4

2.4

2.3

20.0

18.0

14.0

9.5

9.5

5.7

5.2

4.8

1.1

1.1

1.1

1.1

1.1

2.1

1.8

1.6

1.5

1.0

0.7

0.7

0.4

0.4

0.4

0.4

0.4

0.3

0.6

0.6

0.5

0.4

0.9

0.8

0.8

0.7

1994 Share of Market

(%)

30.8

24.0

7.0

6.3

4.9

3.3

3.3

1.4

1.2

1.1

0.9

2.0

1.8

1.7

1.6

0.3

AU N.A. Compaiues

AU European Compaiues

AU Asian Companies

219.8

11.9

~

237.3

12.6

249.9

271.9

12.7

284.6 All Companies

OEM revenue removed to prevent double-counting the market

NA = Not applicable

Source: Dataquest (March 1995)

231.7

14.6

0.5

NA

13.9

95.5

4.5

" • •

100.0

CAEC-WW-MS-9501 ©1995 Dataquest Incorporated March 27,1995

1994 CAD/CAM/CAE/GIS AEC and GIS Market Share

47

Table A-30

1994 CAD/CAM/CAE/GIS Software Market Share

Table (Revenue in $M)

Top 30 AEC Software Companies, North America,

Technical Workstation

Rank

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

25

26

27

28

29

30

18

19

20

21

22

23

24

Company Name

Intergraph

IBM

Computervision

Accugraph

Autodesk

Auto-Trol

Aspen Technology

Sigma Design

CAD Centre

Isicad C A D / C A M Systeme lEZ

Softdesk

Kocktuns Computer Systems

CDS

Technische Computer Systeme

Rebis

EA Systems

Research Engineers—Civilsoft

ERDAS

Star Informatic

GEOMAX Intl.

Matra Datavision

PROCAD GmbH

Moss Systems Group

Complansoft CAD

Land Innovation

Georgia Tech Research Corp.

CADKEY

MEDesign

ECOM Associates

-

0.2

-

0.1

0

1.8

0.1

0

0.2

0.3

0.6

0.1

0.1

0

1992

43.0

6.9

4.8

3.1

4.2

5.2

1.8

2.9

1.9

3.6

0.3

0.3

0.5

1.1

0.5

0.1

0.1

0.1

0.1

0.4

0.2

0.1

0.1

0.7

0.6

0.6

0.5

2.4

1.9

1.5

0.8

-

-

0

-

-

-

1994

41.4

9.0

9.0

8.4

5.3

5.2

4.6

2.9

in

9.1

11.5

17.2

14.3

-38.3

-

-100.0

-100.0

-100.0

-100.0

-100.0

1993-94

Growth

(%)

-6.7

6.6

65.1

75.1

7.3

1.4

9.9

5.4

-42.0

-4.9

408.6

27.6

-

-13.3

5.4

NA

5.2

3.5

0.4

0.1

0.1

0

0.1

0.1

0

1.1

0.6

-

0.4

0.2

0.1

0.1

0.1

0.1

2.0

0.3

0.6

0.7

0.7

1993

44.4

8.5

5.5

4.8

4.9

5.2

4.1

2.8

4.2

1994 Share of Market

(%)

43.1

9.4

9.4

8.8

5.5

5.4

4.7

0.8

0.7

0.7

0.6

3.0

2.5

2.0

1.6

0.1

0.1

0.1

0.1

0.5

0.4

0.2

0.1

0.1

0

-

-

• •

-

—.-

All N.A. Companies

All European Companies

AU Asian Companies

All Companies

OEM revenue removed to prevent double-counting the market

NA = Not applicable

Source: Dataquest (March 1995)

79.5

7.3

~

86.8

83.8

8.2

~

92.0

88.6

7.5

~

96.1

5.7

-8.6

NA

4.4

91.2

7.8

~

100.0

CAEC-WW-MS-9501 ©1995 Dataquest Incorporated March 27,1995

48

AEC and GIS Applications Worldwide

Table A-31

1994 CAD/CAM/CAE/GIS Software Market Share Table (Revenue in $M)

Top 30 AEC Software Companies, North America, Host Dependent

Rank

1

2

3

4

5

6

7

Company Name

IBM

Aspen Technology

GDS

EA Systems

Accugraph

PROCAD G m b H

Georgia Tech Research Corp.

1992

4.6

0.8

3.5

2.9

0.4

.-..

0.3

1993

4.4

1.4

2.1

0.9

0.4

0

0.2

1994

4.8

1.1

0.9

0.7

0.1

0

-

1993-94

Growth

(%)

9.3

-20.3

-56.3

-19.8

-75.2

-

-100.0

1994 Share of Market

(%)

62.6

14.5

12.0

9.6

1.2

0.1

-

AH N.A. Companies

All European Companies

All Asian Companies

15.1

-

• "

9.3

0

7.6

0

~

-18.4

-

NA

99.9

0.1

**

All Companies

OEM revenue removed to prevent double-counting the market

NA = Not applicable

Source: Dataquest (March 1995)

15.1

9.3 7.6

-18.4 100.0

CAEC-WW-MS-9501 ©1995 Dataquest Incorporated March 27,1995

1994 CAD/CAM/CAE/GIS AEC and GIS Market Share

49

Table A-32

1994 CAD/CAM/CAE/GIS Software Market Share

Table (Revenue in $M)

Top 30 AEC Software Companies, North America,

Personal Computer

24

25

26

27

20

21

22

23

28

29

30

10

11

12

13

14

15

16

17

18

19

Rank

1

2

3

4

5

6

7

8

9

Company Name

Autodesk

Intergraph

Eagle Point

Softdesk

Rebis

Sweet's Electronic Publishing

Micrografx

Isicad C A D / C A M Systeme

CADKEY

IMSI

American Small Business Comp.

Research Engineers—Civilsoft

Graphisoft Group

Carrier Corporation

GRAPHSOFT

Moda CAD

CADWORKS

Sigma Design

Accugraph

Engineered Software

International Software Systems

Evolution Computing

Technische Computer Systeme

Computervision

IBM lEZ

Ground Modelling Systems

ERDAS

PROCAD GmbH

Star Informatic

1993-94

Growth

(%)

7.3

98.9

83.0

41.1

-12.6

12.8

12.9

13.0

44.2

39.5

NA

12.3

16.7

-33.7

18.6

-13.1

-34.5

NA

11.0

11.9

25.6

13.0

-27.0

13.4

12.9

19.3

20.0

25.0

-

-

1.1

1.1

1.1

1.0

1.0

0.9

2.4

2.1

2.1

1.8

0.7

0.7

0.5

1994

82.3

27.0

20.0

17.3

4.4

3.3

3.2

2.7

2.7

0.5

0.5

0.2

0.1

0.1

0.1

0

0

1993

76.7

13.6

10.9

12.2

5.0

3.0

2.8

2.4

1.8

1.7

1.9

1.9

1.4

1.0

1.5

0.4

0.6

0.3

-

0.1

0

1.0

0.9

0.8

-

0.7

0.6

0.8

0

0

1992

65.8

15.5

7.1

7.6

4.9

2.2

2.3

3.3

1.0

1.4

1.3

1.5

1.0

1.0

0.8

0.8

0.6

2.2

0.2

0.5

1.2

-

-

0.9

0.5

0.6

0.1

0

-

-

1994 Share of Market

(%)

45.5

14.9

11.1

9.5

2.4

1.8

1.7

1.2

1.0

0.6

0.6

0.6

1.5

1.5

1.3

1.2

0.1

0

0

0

0

0

0.6

0.5

0.5

0.4

0.4

0.3

0.3

0.3

All N.A. Companies

AU European Companies

AU Asian Companies

125.2

4.6

~

144.2

4.4

~

175.8

5.1

~

148.6 180.9 All Companies

OEM revenue removed to prevent double-counting the market

NA = Not applicable

Source: Dataquest (March 1995)

129.9

21.9

17.6

NA

21.7

97.2

2.8

~

100.0

CAEC-WW-MS-9501 ©1995 Dataquest Incorporated March 27,1995

50

AEC and GIS Applications Worldwide

Table A-33

1994 CAD/CAM/CAE/GIS Software Market Share Table (Revenue in $M)

Top 30 AEC Software Companies, Europe, All Platforms

20

21

22

23

16

17

18

19

12

13

14

15

8

9

10

11

24

25

26

27

28

29

30

Rank

1

2

3

4

5

6

7

Company Name

Autodesk

Nemetschek

Intergraph lEZ

RIB/Bausoftware reM

Soft-Tech Software Technologies

Han Dataport

Graphisoft Group

ACA Ltd.

CAD Centre

Computervision

Technische Computer Systeme

Moss Systems Group

Computer Services Consultants

CAD Distribution

Hochtief

Siemens Nixdorf Info systeme

RoboCAD Solutions

Isicad C A D / C A M Systeme

Complansoft CAD

Star Informatic

Sener Inginiera y Sistemaus

Ziegler Informatics

Aspen Technology mb Programme

Assigraph

M.O.C.

Triplan

Ground Modelling Systems

2.4

2.8

2.2

2.3

3.8

1.7

2.9

3.5

4.0

3.2

3.3

3.1

2.7

3.2

7.7

5.6

2.9

4.2

6.5

4.9

6.8

5.3

1993

57.3

44.7

42.7

27.8

10.7

14.6

11.4

0.9

2.8

2.7

2.3

2.2

1.9

1.9

3.6

3.4

3.0

3.0

4.3

4.3

4.2

3.6

6.5

6.3

5.4

4.4

8.2

8.0

7.7

7.6

1994

64.7

58.1

40.3

36.2

16.0

13.8

13.3

1.8

2.0

1.3

1.8

2.3

3.6

1.7

1.0

1.9

3.3

11.6

3.0

5.2

2.5

6.7

3.0

8.0

4.2

6.1

5.4

18.2

4.0

4.4

4.2

1992

57.1

32.5

43.4

26.3

5.4

14.9

10.4

9.9

-8.1

16.6

-2.5

7.3

-2.2

-48.9

9.8

91.4

89.3

5.2

48.1

21.9

4.3

13.8

7.5

10.0

1993-94

Growth

(%)

13.0

30.1

-5.5

30.1

49.1

-5.6

16.8

26.7

64.3

13.8

44.5

-14.7

12.7

0.8

0.8

0.7

0.6

0.5

0.5

1.0

1.0

0.8

0.8

1.2

1.2

1.2

1.0

1994 Share of Market

(%)

18.2

16.3

11.3

10.2

4.5

3.9

3.7

1.8

1.8

1.5

1.2

2.3

2.3

2.2

2.1

0.5

AU N.A. Companies

All European Companies

AU Asian Companies

140.4

189.7

" •

130.4

186.8

131.6

224.2

~

1.0

20.1

N A

37.0

63.0

~

12.2 100.0 All Companies

OEM revenue removed to prevent double-counting the marlcet

NA = Not applicable

Source: Dataquest (March 1995)

330.2 317.1 355.9

CAEC-WW-MS-9501 ©1995 Dataquest Incorporated March 27,1995

1994 CAD/CAM/CAE/GIS AEC and GIS Market Share

51

Rank

1

6

7

8

9

2

3

4

5

10

11

12

13

14

19

20

21

22

23

15

16

17

18

24

25

26

27

28

29

30

Table A-34

1994 CAD/CAM/CAE/GIS Software Market Share Table (Revenue in $M)

Top 30 AEC Software Companies, Europe, Technical Workstation

Company Name

lEZ

Nemetschek

Intergraph ffiM

Han Dataport

CAD Centre

Computervision

Moss Systems Group

RIB/Bausoftware

Autodesk

Siemens Nixdorf Info systeme

Technische Computer Systeme

Complansoft CAD

Sener Inginiera y Sistemaus

Star Infonnatic

Aspen Technology

Assigraph

Triplan

Kockums Computer Systems

Isicad CAD/CAM Systeme

M.O.C.

Radan Computational

Sigma Design

Auto-Trol

Gable CAD Systems

Sinus Software

VN^echers Datentechiuk

Matra Datavision

CDS

Accugraph

2.3

2.2

1.9

1.6

1.5

1.4

0.8

0.8

0.8

0.7

0.7

5.1

4.4

3.9

3.5

3.5

3.4

3.0

2.6

1994

34.3

26.2

23.5

10.0

8.2

7.6

6.2

0.6

0.5

0.4

0.4

4.4

1.6

3.4

11.6

2.8

2.5

3.0

6.7

1992

26.3

14.9

32.3

9.6

6.7

5.4

18.2

0.9

1.1

1.7

4.4

2.7

2.1

0.9

0.7

0.8

0.6

0.8

4.4

0.7

0.6

0.1

-48.9

-10.1

9.6

4.1

-

10.2

10.1

10.0

-8.1

3.2

10.1

4.3

9.8

11.1

-1.3

1993-94

Growth

(%)

23.3

178.8

-12.7

3.1

53.0

44.5

-19.2

85.1

103.3

13.0

8.7

5.8

5.7

-44.2

83.1

2.5

2.1

2.1

1.7

1.4

1.5

2.7

0.9

0.7

0.7

0.7

0.6

0.6

0.4

0.8

0.2

1.7

2.2

3.4

3.2

3.2

3.1

3.2

1993

27.8

9.4

26.9

9.7

5.4

5.3

7.7

0.8

0.5

0.5

0.5

0.4

0.4

0.4

2.1

1.8

1.6

1.4

1.4

1.2

1.0

0.9

0.3

0.3

0.2

1994 Share of Market

(%)

21.1

16.1

14.4

6.2

5.1

4.7

3.8

3.1

2.7

2.4

2.1

2.1

All N.A. Compaiues

All European Companies

All Asian Companies

All Companies

OEM revenue removed to prevent double-counting the market

NA = Not applicable

Source: Dataquest (March 1995)

67.3

112.7

~

179.9

52.6

84.2

~

48.6

114.1

"*

136.8 162.7

-7.5

35.5

NA

19.0

29.9

70.1

~

100.0

CAEC-WW-MS-9501

©1995 Dataquest Incorporated March 27,1995

52

AEC and GIS Applications Worldwide

Table A-35

1994 CAD/CAM/CAE/GIS Software Market Share Table (Revenue in $M)

Top 30 AEC Software Companies, Europe, Host Dependent

Rank

1

2

6

7

8

9

3

4

5

10

11

Company Name

IBM

GDS

Aspen Technology

ACA Ltd.

EA Systems

Assigraph

Accugraph

Han Dataport

Macao Systems

Lamp Software

Georgia Tech Research Corp.

1992

3.1

2.0

0.4

1.1

0.5

L I

0

0.6

0.3

0

0.1

1993

3.2

2.2

0.7

0.6

0.2

0.2

0

0.5

0.1

0.1

0.1

1994

3.1

0.6

0.4

0.4

0.1

0

-

-

0

-

-

1993-94

Growth

(%)

-3.8

-72.4

-40.6

-36.8

-23.2

-93.3

-79.5

-100.0

-100.0

-100.0

-100.0

1994 Share of Market

(%)

67.4

13.2

8.9

7.8

2.5

0.2

0.1

-

-

.-

-

All N.A. Companies

All European Companies

All Asian Companies

All Companies

OEM revenue removed to prevent double-counting the market

NA = Not applicable

Source: Dataquest (March 1995)

6.2

3.1

~

9.3

6.4

1.5

~

7.9

4.3

0.4

"

4.6

-33.5

-75.3

NA

-41.4

92.0

8.0

* •

100.0

CAEC-WW-MS-9501 ©1995 Dataquest incorporated

March 27,1995

1994 CAD/CAM/CAE/GIS AEC and GIS Market Share

53

Table A-36

1994 CAD/CAM/CAE/GIS Software Market Share Table (Revenue in $M)

Top 30 AEC Software Companies, Europe, Personal Computer

23

24

25

26

19

20

21

22

27

28

29

30

15

16

17

18

11

12

13

14

Rank

1

2

3

8

9

10

4

5

6

7

Company Name

Autodesk

Nemetschek

Intergraph

Soft-Tec±i Software Technologies

RIB/Bausoftware

Graphisoft Group

ACA Ltd.

Computer Services Consultants

Hochtief

CAD Distribution

RoboCAD Solutions

Ziegler Informatics

Technische Computer Systeme mb Programme

Isicad CAD/CAM Systeme lEZ

Groxmd Modelling Systems

Softronics

Elstree Computing

ARKTEC

Serbi

Siemens Nixdorf Info systeme

IBM

M.O.C.

Wiechers Datentechruk

Star Informatic

Moss Systems Group

Computervision

ISD Software

Radan Computational

• •

0.5

0.2

0.1

-

0.8

0.8

1.7

1.1

0.2

0

0.4

0.3

0.2

0

1.2

1.1

1.0

0.7

0.7

0.6

0.5

0.4

3.6

2.8

2.8

2.3

2.1

1.9

1.8

1.4

1994

60.9

32.0

16.9

13.3

11.5

8.0

7.4

4.4

4.3

4.2

1992

53.6

17.5

11.0

10.4

3.8

4.2

5.1

4.2

1.2

1.8

2.5

-

3.3

1.9

3.0

2.0

1.0

0.8

1.2

0.8

1.0

-

2.3

1.4

-

-

0.2

-

-

0

1.8

-

0.9

1.4

1.1

3.2

2.4

2.4

2.2

1993

53.8

35.3

15.8

11.4

8.5

4.9

6.2

4.2

3.5

2.8

1993-94

Growth

(%)

13.0

-9.4

6.6

16.8

35.2

16.1

7.3

15.0

NA

91.4

-

4.5

NA

64.3

18.5

5.2

23.6

49.9

13.8

16.6

14.3

-13.8

-60.1

-49.1

5.9

95.0

171.6

NA

-5.6

200.0

1994 Share of Market

(%)

32.3

17.0

9.0

7.1

6.1

4.3

3.9

2.3

2.3

2.2

1.9

1.5

1.5

1.2

1.1

1.0

0.9

0.7

0.6

0.6

0.5

0.4

0.4

0.3

0.3

0.2

0.2

0.2

0.1

0

AH N.A. Companies

All European Companies

All Asian Companies

66.9

73.9

"

71.4

101.1

"

78.7

109.8

-

10.4

8.6

NA

41.8

58.2

~

9.3 100.0 All Companies

OEM revenue removed to prevent double-counting the market

NA = Not applicable

Source: Dataquest (March 1995)

140.9 172.4 188.5

CAEC-WW-MS-9501

©1995 Dataquest Incorporated March 27,1995

54 AEC and GIS Applications Worldwide

Table A-37

1994 CAD/CAM/CAE/GIS Software Market Share Table (Revenue in $M)

Top 30 AEC Software Companies, Japan, All Platforms

20

21

22

23

16

17

18

19

24

25

26

12

13

14

15

8

9

10

11

Rank

1

2

3

4

5

6

7

Company N a m e

Fujitsu

Autodesk

NEC

IBM

Nihon Unisys

CPU

Hitachi

Toshiba—No OEM

Mutoh Industries—No OEM

Intergraph

INS Engineering

Century Research Center

CDS

Uchida Yoko

Design Automation

Computervision

CAD Centre

Toyo Information Systems-No OEM

Hitachi Zosen Info Systems

Mitsui Engineering

Isicad C A D / C A M Systeme

Star Informatic

Moss Systems Group

Graphisoft Group

PROCAD G m b H

Adam Net

Other Companies

4.0

2.4

1.9

1.9

7.2

5.8

4.5

3.6

1992

35.4

22.6

13.4

12.7

6.2

7.1

7.3

1.3

0.8

1.2

0.5

0.4

0.5

-'

~:

-

^ •

0.8

4.1

0.4

0.4

0.2

0.1

1.8

1.6

1.6

0.5

0.1

0

-

4.7

4.2

3.6

2.1

1.8

8.6

6.4

5.1

4.3

1994

50.1

20.1

18.9

15.1

12.3

10.7

8.6

3.5

1.2

1.4

0.4

0.4

0.3

0.2

-.

0

0

1.8

4.7

3.7

6.2

1.9

1.5

7.8

5.8

5.6

3.8

1993

49.7

18.3

17.1

13.3

11.5

9.6

7.9

32.0

9.0

12.2

10.5

18.2

6.7

N A

156.7

-

-100.0

-0.4

1993-94

Growth

(%)

0.8

9.7

10.4

14.1

7.2

11.2

8.9

10.6

8.9

-9.0

11.5

12.2

-42.0

11.5

18.4

-49.2

1.0

1.0

0.9

0.1

0

0

0

0.9

0.3

0.2

0.2

-

2.6

1994 Share of Market

(%)

27.4

11.0

10.3

8.3

6.7

5.9

4.7

4.7

3.5

2.8

2.3

2.3

2.0

1.2

All N.A. Companies

All European Companies

AH Asian Companies

43.4

1.3

97.7

47.0

1.7

124.4

177.9 All Companies

OEM revenue removed to prevent double-counting the market

NA = Not applicable

Source: Dataquest (March 1995)

146.5

45.8

2.3

130.3

183.1

-2.6

34.1

4.8

3.0

25.0

1.3

71.2

100.0

CAEC-WW-MS-9501 ©1995 Dataquest Incotporated March 27,1995

1994 CAD/CAM/CAE/GIS AEC and GIS Market Share 55

Table A-38

1994 CAD/CAM/CAE/GIS Software Market Share Table (Revenue in $M)

Top 30 AEC Software Companies, Japan, Technical Workstation

Rank

1

2

3

4

5

10

11

12

13

6

7

8

9

14

15

16

17

18

19

20

21

22

23

Company Name

Fujitsu

NEC

Nihon Unisys

Toshiba—No OEM

Hitachi

IBM

Century Research Center

INS Engineering

Mutoh Industries—^No OEM

Intergraph

Uchida Yoko

Computervision

CAD Centre

CDS

Toyo Information Systems-No OEM

Autodesk

Hitachi Zosen Info Systems

Mitsui Engineering

Isicad CAD/CAM Systeme

Star Informatic

Moss Systems Group

PROCAD GmbH

Adam Net

Other Companies

1993

26.0

13.5

9.3

6.2

6.0

4.7

3.7

3.5

3.0

3.9

1.7

3.5

1.2

1.6

1.3

1.1

0.4

0.4

0.2

0.1

-

0

1.8

3.7

0.4

0.3

-

0.8

-

-

2.8

3.2

4.1

3.3

1.7

1.3

0.8

0.6

1992

19.5

7.4

1.4

5.7

5.3

1.9

4.0

1.0

1.4

0.5

0.5

0.4

0.2

0.2

0.1

0

-

4.1

3.9

3.3

3.3

1.9

1.7

1.6

1.5

1.4

1.2

1994

29.2

15.1

10.5

7.0

6.7

4.7

4.2

1993-94

Growth

(%)

12.3

12.3

12.2

12.2

12.2

0.5

12.2

12.4

12.1

-16.2

12.3

-51.9

32.0

-8.5

12.5

9.7

12.2

11.4

13.3

7.1

NA

-

-100.0

9.4

1994 Share of Market

(%)

28.5

14.7

10.2

6.8

6.5

4.6

4.0

3.8

3.2

3.2

1.9

1.7

1.5

1.4

1.4

1.2

0.4

0.4

0.2

0.1

0.1

0

-

4.0

All N.A. Companies

All European Companies

All Asian Companies

8.4

1.1

55.9

14.9

1.5

76.7

12.4

2.0

84.0

-16.6

32.9

9.6

12.1

2.0

82.0

68.1 96.8 102.5

5.9

100.0 All Companies

OEM revenue removed to prevent double-counting the market

NA = Not applicable

Source: Dataquest (March 1995)

CAEC-WW-MS-9501

©1995 Dataquest Incorporated March 27,1995

56 AEC and GIS Applications Worldwide

Table A-39

1994 CAD/CAM/CAE/GIS Software Market Share Table (Revenue in $M)

Top 30 AEC Software Companies, Japan, Host Dependent

Rank

1

2

3

4

5

6

Company Name

Fujitsu

IBM

GDS

Nihon Unisys

Hitachi

Toyo Information Systems-No OEM

Other Companies

1992

10.6

3.0

1.8

4.8

0.7

0.2

0.8

1993

19.9

2.8

4.6

2.2

0.6

0.2

1.2

1994

17.0

2.5

2.1

1.8

0.5

0.1

0.9

1993-94

Growth

(%)

-14.7

-10.0

-53.8

-14.9

-14.5

-18.8

-20.3

1994 Share of Market

(%)

68.0

10.0

8.5

7.3

1.9

0.5

3.8

All N.A. Companies

All European Companies

All Asian Companies

All Companies

OEM revenue removed to prevent double-counting the market

NA = Not applicable

Source: Dataquest (March 1995)

4.9

-

16.4

22.1

7.4

-

22.8

31.3

4.6

-

19.4

25.0

-37.4

NA

-14.8

-20.3

18.5

-

77.7

100.0

CAEC-WW-MS-9501

©1995 Dataquest Incorporated

March 27,1995

1994 CAD/CAM/CAE/GIS AEC and GIS Market Share

57

Table A-40

1994 CAD/CAM/CAE/GIS Software Market Share Table (Revenue in $M)

Top 30 AEC Software Companies, Japan, Personal Computer

Rank

1

2

3

4

12

13

14

15

8

9

10

11

16

17

18

5

6

7

Company Name

Autodesk

CPU

IBM

Fujitsu

NEC

Mutoh Industries—^No OEM

Intergraph

Design Automation

Toshiba—No OEM

Hitachi

INS Engineering

Isicad CAD/CAM Systeme

Uchida Yoko

Computervision

Graphisoft Group

Mitsui Engineering

Star Informatic

Moss Systems Group

Other Companies

1993

17.2

9.6

5.8

3.9

3.6

2.9

1.7

1.5

1.6

1.4

0.4

0.2

0.2

-

0

0

0

-

1992

21.2

7.1

7.8

5.3

6.0

1.7

1.1

0.2

0.2

-

-

1.9

1.4

1.3

0.3

-

-

0

-

1.8

1.6

1.4

0.4

0.2

0.2

0.1

0.1

0

0

0

-

1994

18.9

10.7

7.9

4.0

3.7

3.0

1.9

1993-94

Growth

(%)

9.7

11.2

36.8

3.6

3.6

5.6

7.0

18.4

3.9

3.6

2.8

22.2

5.0

NA

156.7

-

-

NA

NA

1994 Share of Market

(%)

33.8

19.1

14.1

7.1

6.7

0.7

0.4

0.4

0.2

0.1

0.1

0

0

-

5.4

3.3

3.2

2.9

2.5

AH N.A. Companies

AU European Companies

AU Asian Companies

All Companies

OEM revenue removed to prevent double-counting the market

NA = Not applicable

Source: Dataquest (March 1995)

30.1

0.2

25.4

55.7

24.7

0.2

25.0

50.0

28.8

0.3

26.9

56.0

16.2

42.4

7.7

12.1

51.4

0.6

48.1

100.0

CAEC-WW-MS-9501

©1995 Dataquest Incorporated March 27,1995

58

AEC and GIS Applications Worldwide

Table A-41

1994 CAD/CAM/CAE/GIS Software Market Share Table (Revenue in $M)

Top 30 AEC Software Companies, Asia/Pacific, All Platforms

Rank Company Name

1 Autodesk

2

3 lEZ

CAD Centre

4

5

6

7

8

9

Intergraph

IBM

Computervision

Design Automation

Graphisoft Group

Moss Systems Group

Other Companies

1992

0.2

-

0.4

1.3

1.0

0.3

0

-

-

0.5

1993

9.4

1.5

0.6

1.7

1.4

1.4

0.3

0

-

2.5

1994

10.4

2.0

1.6

1.5

1.5

0.7

0.6

0.4

0.1

1.7

1993-94

Growth

(%)

9.7

35.1

164.0

-9.1

10.3

-49.2

156.0

1146.7

NA

9.1

1994 Share of Market

(%)

48.1

9.3

7.4

7.1

7.0

3.2

3.0

1.7

0.7

12.4

All N.A. Companies

All European Companies

All Asian Companies

2.9

0.4

0

13.9

2.1

0.3

14.1

4.1

0.6

1.6

94.3

156.0

65.5

19.1

3.0

All Companies

OEM revenue removed to prevent double-counting the market

NA = Not applicable

Source: Dataquest (March 1995)

3.9 18.7

21.5 15.2

100.0

CAEC-WW-MS-9501

©1995 Dataquest Incorporated

March 27,1995

1994 CAD/CAM/CAE/GIS AEC and GIS Market Share

59

Table A-42

1994 CAD/CAM/CAE/GIS Software Market Share Table (Revenue in $M)

Top 30 AEC Software Companies, Asia/Pacific, Technical Workstation

Rank Company Name

1

2 lEZ

CAD Centre

Intergraph

3

4

5

6

7

Computervision

Autodesk

IBM

Moss Systems Group

Other Companies

1992

-

0.4

1.0

0.3

0

0.1

-

0.7

1993 1994

1.5

0.6

1.2

1.4

0.6

0.6

-

2.1

1.9

1.6

1.0

0.7

0.6

0.6

0.1

2.2

1993-94

Growth

(%)

28.0

164.0

-15.3

-51.9

9.7

0.5

NA

5.6

1994 Share of Market

(%)

22.1

18.3

11.3

7.7

7.1

6.6

1.6

25.2

All N.A. Companies

All European Companies

All Asian Companies

1.4

0.4

-

3.7

2.1

.

2.8

3.6

.

-22.7

73.7

NA

32.8

42.1

-

2.5 7.8

8.6 10.5 100.0 All Companies

OEM revenue removed to prevent double-counting the market

NA = Not applicable

Source: Dataquest (March 1995)

CAEC-WW-MS-9501 ©1995 Dataquest Incorporated March 27,1995

60 AEC and GIS Applications Worldwide

Table A-43

1994 CAD/CAM/CAE/GIS Software Market Share Table (Revenue in $M)

Top 30 AEC Software Companies, Asia/Pacific, Host Dependent

Rank Company Name

IBM

Other Companies

1992

0.2

0.1

1993

0.3

0.1

1994

0.3

0.1

1993-94

Growth

(%)

-10.0

14.6

1994 Share of Market

(%)

83.0

17.0

All N.A. Companies

AU European Companies

All Asian Companies

0.3

-

-

0.3

-

_

0.3

-

.

-10.0

N A

N A

83.0

-

_

All Companies 0.4 0.4 0.4 -6^6 100.0

OEM revenue removed to prevent double-counting the market

NA = Not applicable

Source: Dataquest (March 1995)

CAEC-WW-MS-9501 ©1995 Dataquest Incorporated March 27,1995

1994 CAD/CAM/CAE/GIS AEC and GIS Market Share

61

Table A-44

1994 CAD/CAM/CAE/GIS Software Market Share Table (Revenue in $M)

Top 30 AEC Software Companies, Asia/Pacific, Personal Computer

Rank Company Name

1 Autodesk

2

3

IBM

Design Automation

4

5

6

7

8

Intergraph

Graphisoft Group lEZ

Computervision

Moss Systems Group

Other Companies

1992

0.2

0.7

0

0.3

-

-

-

• ^ r

-

1993

8.9

0.5

0.3

0.5

0

-

-

-

-

1994

9.7

0.6

0.6

0.6

0.4

0.1

0

0

-

1993-94

Growth

(%)

9.7

36.8

156.0

4.3

1146.7

NA

NA

NA

NA

1994 Share of Market

(%)

80.5

5.3

5.3

4.6

3.1

0.9

0.3

0.1

-

All N.A. Companies

All European Companies

All Asian Companies

1.2

-

0

9.9

0

0.3

11.0

0.5

0.6

11.1

1533.9

156.0

90.7

4.1

5.3

1.2 10.2 12.1 19.1

100.0

All Companies

OEM revenue removed to prevent double-counting the market

NA = Not applicable

Source: Dataquest (March 1995)

CAEC-WW-MS-9501 ©1995 Dataquest Incorporated March 27,1995

62 AEC and GIS Applications Worldwide

Table A-45

1994 CAD/CAM/CAE/GIS Software Market Share Table (Revenue in $M)

Top 30 AEC Software Companies, Rest of World, All Platforms

12

13

14

15

8

9

10

11

Rank

1

2

3

4

5

6

7

16

17

18

19

20

21

22

23

24

25

26

Company Name

Autodesk

GDS

Intergraph

Softdesk

CAD Centre

Graphisoft Group

IBM

International Software Systems

Computervision lEZ

Moss Systems Group

Accugraph

Hochtief

Sigma Design

Carrier Corporation

Isicad C A D / C A M Systeme

American Small Business Comp.

Engineered Software

Star Informatic

ERDAS

Moda CAD

Georgia Tech Research Corp.

MC2 Engineering Software

CAE-link

Innovative Data Design

Ziegler Informatics

0.1

0.1

0

0

0

-

-

-

-

-:

1994

7.6

3.0

2.6

1.2

1.2

0.8

0.7

0.7

0.7

0.4

0.2

0.2

0.2

0.2

0.1

0.1

1993

6.9

0.4

2.5

0.6

-

0.3

0.7

0.6

0.3

-

0.1

0.1

0

0

0

0

0

0.1

0.1

0.1

0.1

0

0.2

0.1

0.1

0.1

-

0.1

0

0

0.3

0.1

0.1

0.2

0

0

0

0.2

1992

3.1

0.6

4.6

0.3

1.8

0.2

0.7

0.5

1.2

-

0.1

0.1

0

0

1993-94

Growth

(%)

9.7

702.0

6.4

94.0

N A

123.2

-2.9

16.7

97.9

N A

32.7

86.9

28.0

7.1

30.0

12.5

19.8

25.0

-

-

-

-100.0

-100.0

-100.0

-100.0

-100.0

1.0

0.9

0.7

0.6

0.4

0.4

0.2

0

0

0

-

-

-

-

-

1994 Share of Market

(%)

38.0

15.2

13.2

6.0

5.7

3.8

3.6

3.4

3.4

2.0

1.2

AU N.A. Companies

All European Companies

All Asian Companies

All Comparues

OEM revenue removed to prevent double-counting the market

NA = Not applicable

Source: Dataquest (March 1995)

11.8

3.0

-

14.8

12.8

0.8

-

13.5

17.2

2.8

-

20.0

34.6

272.6

N A

48.0

85.9

14.1

"

100.0

CAEC-WW-IVIS-9501 ©1995 Dataquest incorporated March 27,1995

1994 CAD/CAM/CAE/GIS AEC and GIS Market Share

63

Table A-46

1994 CAD/CAM/CAE/GIS Software Market Share Table (Revenue in $M)

Top 30 AEC Software Companies, Rest of World, Technical Workstation

12

13

14

15

8

9

10

11

Rank

1

2

3

4

5

6

7

Company Name

Intergraph

GDS

CAD Centre

Computervision reM

Autodesk lEZ

Moss Systems Group

Accugraph

Sigma Design

Softdesk

Isicad C A D / C A M Systeme

Star Informatic

ERDAS

Georgia Tech Research Corp.

0.3

0.1

0.1

0

0.1

0

0

0.1

1992

3.4

0.1

1.8

1.2

0.3

0.2

-

0

0

0

0

0.2

0.1

0.1

0

1993

2.0

0.1

-

0.3

0.4

0.4

-

0

0

0

-

0.2

0.2

0.1

0.1

1994

1.7

1.3

1.2

0.6

0.5

0.5

0.4

1993-94

Growth

(%)

-16.3

1150.5

N A

97.8

30.1

9.7

N A

30.6

83.1

7.7

93.8

-

-

-

-100.0

1994 Share of Market

(%)

24.9

2.1

0.9

0.6

0.1

0.1

-

18.6

17.1

9.5

7.5

6.8

5.7

3.3

2.7

All N.A. Companies

All European Companies

All Asian Companies

All Companies

OEM revenue removed to prevent double-counting the market

NA = Not applicable

Source: Dataquest (March 1995)

5.5

2.5

~

8.0

3.5

0.2

"

3.8

4.9

1.8

6.7

39.0

720.6

N A

78.9

73.1

26.9

^

100.0

CAEC-WW-MS-9501 ©1995 Dataquest Incorporated March 27,1995

64

AEC and GIS Applications Worldwide

Table A-47

1994 CAD/CAM/CAE/GIS Software Market Share Table (Revenue in $M)

Top 30 AEC Software Companies, Rest of World, Host Dependent

Rank Company Name

1

2

GDS

IBM

3

4

Accugraph

Georgia Tech Research Corp.

1992 1993 1994

0.4

0.2

0

0.1

0.3

0.3

0

0

1.8

0.2

0

-

1993-94

Growth

(%)

541.8

-43.6

-79.5

-100.0

1994 Share of Market

(%)

91.9

8.0

0.1

-

All N.A. Companies

All European Companies

All Asian Companies

0.8

-

-

0.8

0.6

-

-

0.6

2.0

-

-

2.0

233.0

NA

NA

233.0

100.0

-

-

100.0 All Companies

OEM revenue removed to prevent double-counting the market

NA = Not applicable

Source: Dataquest (March 1995)

CAEC-WW-I\/IS-9501 ©1995 Dataquest Incorporated

March 27,1995

1994 CAD/CAM/CAE/GIS AEC and GIS Market Share

65

Table A-48

1994 CAD/CAM/CAE/GIS Software Market Share Table (Revenue in $M)

Top 30 AEC Software Companies, Rest of World, Personal Computer

Rank

1

2

3

4

5

6

7

8

9

10

15

16

17

18

11

12

13

14

19

20

21

22

Company Name

Autodesk

Softdesk

Intergraph

Graphisoft Group

International Software Systems

Hochtief

Carrier Corporation

American Small Business Comp.

IBM

Isicad CAD/CAM Systeme

Engineered Software

Computervision

mz

Accugraph

Moss Systems Group

Sigma Design

Moda CAD

MC2 Engineering Software

CAE-link

Irmovative Data Design

Georgia Tech Research Corp.

Ziegler Informatics

1992

2.9

0.3

1.2

0.2

0.1

0

0

0

^

0.1

0

0.1

-

-

0

0

0.5

0.1

-

0

0.1

0.1

1994

7.2

1.1

1.0

0.8

0.1

0

0

0

0

0

0

-

-

-

-

0.7

0.2

0.1

0.1

0.1

0.1

~-

1993

6.5

0.6

0.5

0.3

0.1

0

0

0

0

0

0

0.1

-

-

0

0

0.6

0.1

0.1

0.1

0.1

0

1993-94

Growth

(%)

9.7

94.0

101.0

123.2

16.7

28.0

30.0

19.8

-20.2

25.0

25.0

98.6

NA

NA

67.2

-

-

-100.0

-100.0

-100.0

-100.0

-100.0

1994 Share of Market

(%)

62.9

10.1

8.5

6.7

0.4

0.3

0.2

0.2

0.1

0.1

0.1

-

-

-

-

^

6.0

1.6

1.1

0.6

0.6

0.4

AU N.A. Companies

AU European Companies

All Asian Companies

5.5

0.4

~

8.7

0.5

~

10.3

1.0

~

19.4

90.0

NA

91.0

9.0

*

All Companies

OEM revenue removed to prevent double-counting the market

NA = Not applicable

Source: Dataquest (March 1995)

5.9 9.2

11.4

23.6 100.0

CAEC-WW-MS-9501

©1995 Dataquest Incorporated March 27,1995

66

AEC and GIS Applications Worldwide

Table B-2

1994 CAD/CAM/CAE/GIS Software Market Share Table (Revenue in $M)

All AEC Software Companies, Worldwide, All Platforms

16

17

18

19

20

21

22

12

13

14

15

8

9

10

11

Rank

1

2

3

4

5

6

7

23

24

25

34

35

36

37

38

39

30

31

32

33

26

27

28

29

Company N a m e

A.I. Systems

ACA Ltd.

Accugraph

Adam Net

American Small Busmess Comp.

ARKTEC

Aspen Technology

Assigraph

Aura C A D / C A M Systems

Auto-Trol

Autodesk

BATISOFT

CAD Centre

CAD Distribution

CAD-Capture

CADKEY

CADWORKS

CAE-link

Carrier Corporation

Century Research Center

CLARIS

Complansoft CAD

Computer Services Consultants

Computervision

CPU

DAPCO

Datagraphic

Design Automation

EA Systems

Eagle Point

ECOM Associates

Elstree Computing

Engineered Software

ERDAS

Evolution Computing

Fujitsu

Gable CAD Systems

CDS

GEOMAX Intl.

1.1

0.7

0.3

0.8

49.7

0.7

12.4

19.0

9.6

0.1

1.4

1.8

2.2

10.9

1.4

0.1

2.0

0.9

1.2

1.1

3.7

0.5

3.1

4.2

2.3

0.3

6.1

173.6

1.5

11.3

2.9

0.1

1993

0.1

7.0

5.6

1.8

2.0

-

11.0

1.3

4.2

-

3.4

4.4

19.2

10.7

190.4

-

14.4

4.3

-

2.7

1.0

-

50.1

0.7

9.2

0.1

1.2

0.8

0.3

0.5

0.1

-

2.4

2.0

20.0

-

1994

-

7.9

10.2

-

2.2

1.1

11.4

2.2

-

6.3

7.1

1.0

1.2

1.0

0.2

1.4

1.9

3.7

0.3

0.6

35.4

0.6

10.3

0.2

2.3

0.3

6.2

153.0

3.1

10.3

1.9

0.2

1992

0.1

6.4

3.8

0.8

1.3

0.9

5.1

4.0

1.2

2.5

4.2

26.2

7.1

1.2

0.7

1.0

1.1

-100.0

27.4

48.1

-100.0

32.6

12.9

-100.0

14.5

12.2

-100.0

9.9

5.2

1.4

11.2

71.4

-100.0

37.9

-7.0

83.0

-100.0

4.5

13.0

12.0

-33.7

0.8

-

-25.5

5.8

1993-94

Growth

(%)

-100.0

13.1

81.5

-100.0

11.3

NA

3.2

-2.2

-100.0

2.1

9.7

1994 Share of Market

(%)

-

0.9

1.2

"

0.3

0.1

1.3

0.3

•r-

0.1

0.1

0

0.1

0

-

0.3

0.2

2.3

-

5.8

0.1

1.1

0

0.7

22.0

-

1.7

0.5

0.1

0.5

-

0.4

-

0.3

0.1

-

0.5

2.2

1.2

(Continued)

CAEC-WW-MS-9501 ©1995 Da

rporated

I\/Iarch27,1995

1994 CAD/CAM/CAE/GIS AEC and GIS Mattet Share

67

Table B-2 (Continued)

1994 CAD/CAM/CAE/GIS Software Market Share Table (Revenue in $M)

All AEC Software Companies, Worldwide, All Platforms

Rank

40

41

42

43

44

45

46

47

. 48

49

50

51

52

53

54

55

56

57

58

59

60

61

66

67

68

69

62

63

64

65

70

71

72

73

74

75

76

77

78

Company Name

Georgia Tech Research Corp.

Graphisoft Group

GRAPHSOFT

Ground Modelling Systems

Han Dataport

Hitachi

Hitachi Zosen Info Systems

Hochtief

IBM lEZ

IMSI

Innovative Data Design

INS Engineering

Intergraph

International Software Systems

ISD Software

Isicad CAD/CAM Systeme

ItalCad

Kockums Computer Systems

Lamp Software

Land Irmovation

M.O.C.

Macao Systems

Matra Datavision mb Programme

MC2 Engineering Software

MEDesign

Micrografx

Mitsui Engineering

Moda CAD

Moss Systems Group

Mucke Software

Mutoh Industries—No OEM

NEC

Nemetschek

Nihon Unisys

PAFEC

PRCXZAD GmbH

Radan Computational

1993

1.3

6.7

1.7

0.7

3.8

110.5

4.0

1.6

1.1

3.8

1.2

0.2

8.2

1.6

1.5

1.0

6.5

7.9

0.4

3.7

43.2

29.6

0.6

0.5

2.2

0.4

0.7

2.8

0.4

1.0

3.6

0.5

5.8

17.1

44.7

11.5

0.3

0.1

1.0

1994

-

11.0

1.1

1.8

8.2

1.1

6.0

-

6.4

18.9

58.1

3.2

0.4

-

-

1.9

-

0.5

2.3

118.0

1.4

0.2

8.7

-

4.4

-

-

8.6

0.5

4.5

45.2

40.3

2.4

-

4.3

12.3

0.3

0.1

0.9

2.3

0.4

0.9

5.3

0.4

5.8

13.4

32.5

6.2

0.4

-

0.9

0.6

1.0

1.8

0.4

0.7

1992

1.6

5.5

0.8

1.1

8.0

113.3

1.0

0.2

12.7

4.7

5.6

1.3

1.8

3.6

7.3

0.5

3.4

42.0

26.6

1.4

0.7

3.6

1993-94

Growth

(%)

-100.0

64.4

39.5

-100.0

11.5

6.9

16.7

-5.6

6.5

-100.0

10.0

-100.0

-100.0

-48.9

-27.0

87.8

26.7

8.9

12.2

22.1

4.7

35.9

-100.0

7.3

7.3

-100.0

-100.0

12.9

10.5

13.3

67.2

-100.0

8.9

10.4

30.1

7.2

-14.7

9.1

-6.2

0.2

-

-

-

0.1

0.3

-

-

0.4

0

0.1

0.7

-

0.7

2.2

6.7

1.4

0

0

0.1

1994 Share of Market

(%)

-

1.3

0.1

0.2

1.0

1.0

0.1

0.5

5.2

4.7

0.3

-

0.5

13.6

0.2

0

1.0

-

0.5

(Continued)

March 27,1995

68 AEC and GIS Applications Worldwide

Rank

79

80

81

82

83

84

85

86

87

88

89

90

91

92

93

94

95

96

97

98

99

Table B-2 (Continued)

1994 CAD/CAM/CAE/GIS Software Market Share Table (Revenue in $M)

All AEC Software Companies, Worldwide, All Platforms

Company Name

Rebis

Research Engineers—Civilsoft

RIB/Bausoftware

RoboCAD Solutions

Sener Inginiera y Sistemaus

Serbi

Siemens Nixdorf Info systeme

Sigma Design

Sinus Software

Soft-Tech Software Technologies

Softdesk

Softrorucs

Star Informatic

Sweet's Electronic Publishing

Technische Computer Systeme

Toshiba—No OEM

Toyo Information Systems-No OEM

Triplan

Uchida Yoko

Wiechers Datentechnik

Ziegler Informatics

6.6

7.8

1.4

1.7

1.9

1.0

2.4

4.0

5.0

0.6

11.4

13.5

1.4

3.0

3.0

1993

5.0

2.1

10.7

3.2

3.2

0.8

1992

4.9

1.7

5.4

3.0

3.0

1.0

11.9

6.5

0.8

10.4

8.3

0.8

6.8

2.2

4.7

72

1.2

1.7

1.9

4.4

2.0

1.4

3.3

3.3

7.4

8.6

1.6

1.9

2.1

1.1

2.8

1994

5.2

2.3

16.0

3.6

3.0

1.0

4.2

5.5

0.7

13.3

19.4

1993-94

Growth

(%)

3.6

11.1

49.1

13.8

-8.1

14.3

4.3

9.9

10.2

16.8

43.2

-

9.6

12.8

12.5

10.6

9.0

9.8

11.5

5.8

16.1

1994 Share of Market

(%)

0.6

0.3

1.8

0.4

0.3

0.1

0.5

0.6

0.1-

1.5

2.2

0.2

0.4

0.4

0.9

1.0

0.2

0.2

0.2

0.1

0.3

All N.A. Companies

AU European Companies

All Asian Companies

421.5

207.8

97.8

446.0

206.5

124.7

485.7

248.5

131.0

8.9

20.3

5.1

56.1

28.7

15.1

All Companies

OEM revenue removed to prevent double-counting the market

NA = Not applicable

Source: Dataquest (March 1995)

727.0

777.2

865.2 11.3 100.0

CAEC-WW-MS-9501 ©1995 Dataquest Incorporated March 27,1995

1994 CAD/CAM/CAE/GIS AEC and GIS Market Share

69

12

13

14

15

16

17

18

19

20

21

22

23

24

R a n k

3

4

1

2

5

6

7

8

9

10

11

Table C-5

1994 CAD/CAM/CAE/GIS Total Vendor Market Share Table

(Revenue in $M, Actual Units)

Top 30 AEC Vendors, Worldwide, All Platforms

25

26

17

28

29

30

Company Name

Intergraph ffiM

Fujitsu

Autodesk

Hewlett-Packard

Stan Microsystems

Apple Computer

Digital Equipment

Nemetschek lEZ

NEC

Nihon Unisys

Silicon Graphics

Computervision

GDS

Accugraph

Toshiba—No OEM

Siemens Nixdorf Info systeme

RIB/Bausoftware

Softdesk

Eagle Point

Total

CPU Software CPU

Service Distribution

Shipments Revenue Revenue Revenue Revenue

1994 Share of Market

(%)

8,831 118.0 107.9 114.8 364.0 14.5

"

22,628

11,655

-

14,310

7,444

26,713

17,854

1,874

1,320

3,952

404

1,476

-

245

647

514

528

99

-

45.2

50.1

190.4

-

-

58.1

40.3

18.9

12.3

-

~

19.2

10.2

10.2

8.6

4.2

16.4

19.4

20.0

180.8

125.6

-

139.8

108.2

85.9

90.6

21.4

18.7

27.8

25.7

42.8

-

7.6

9.0

8.1

8.4

1.6

-•^:

-

39.6

17.7

-

19.9

7.3

-

8.1

8.0

12.3

6.3

9.5

3.7

14.7

4.0

2.3

2.1

7.5

2.2

1.1

-

277.5

207.3

190.4

159.7

115.5

107.5

98.7

92.1

74.2

68.3

49.7

46.5

34.0

23.8

23.2

20.8

20.6

20.5

20.5

20.0

11.1

8.3

7.6

6.4

4.6

4.3

3.9

3.7

3.0

1.7

2.0

1.9

1.4

0.9

0.9

0.8

0.8

0.8

0.8

0.8

Hitachi

CAD Centre

Soft-Tech Software

Technologies

Aspen Technology

Han Dataport

Sony

CPU

Auto-Trol

Moss Systems Group

Other Companies

559

37

1,156

-

207

852

362

185

77

115,706

8.6

14.4

13.3

11.4

10.6

-

10.7

6.3

6.0

-

7.0

1.0

-

-

3.0

7.1

4.8

3.5

0.8

256.7

2.0

1.9

1.6

5.6

2.3

-

-

3.9

7.0

0.6

19.5

17.3

17.0

17.0

17.0

16.5

15.5

14.8

14.1

265.4

0.8

0.7

0.7

0.7

0.7

0.7

0.6

0.6

0.6

10.6

All N.A. Companies

All European Companies

All Asian Companies

84,982

7,945

19,245

485.7

248.5

131.0

605.9

80.3

226.7

229.8

57.5

41.9

All Companies 227,877 865.2 1,169.5 329.7

Vendor data includes OEM revenue and shipments so that sum of vendors is greater than total.

Source: Dataquest (March 1995)

1,383.7

403.0

454.5

2,506.6

55.2

16.1

18.1

100.0

CAEC-WW-MS-9501

©1995 Dataquest Incorporated

March 27,1995

70

AEC and GIS Applications Worldwide

22

23

24

25

26

27

28

29

30

Rank

1

2

15

16

17

18

11

12

13

14

19

20

21

7

8

9

10

3

4

5

6

Table C-6

1994 CAD/CAM/CAE/GIS Total Vendor Market Share Table

(Revenue in $M, Actual Units)

Top 30 AEC Vendors, Worldwide, Technical Workstation

Company Name

Intergraph

IBM

Hewlett-Packard

Sun Microsystems

Fujitsu lEZ

NEC

Silicon Graphics

Nemetschek

Nihon Unisys

Computervision

Digital Equipment

Accugraph

Siemens Nixdorf Info systeme

CAD Centre

CPU Software CPU

Total

Service Distribution

Shipments Revenue Revenue Revenue Revenue

1994 Share of Market

(%)

4,041 70.8 88.2 97.0 274.8 22.2

3,693

6,165

24.9

-

99.6

115.4

26.9

17.2

157.4

132.7

12.7

10.7

7,444

2,533

1,320

1,492

-

29.2

38.1

15.1

108.2

50.5

18.7

17.5

7.3

11.3

12.2

4.5

115.5

98.4

72.0

49.8

9.3

8.0

5.8

4.0

1,476

533

388

-

1,360

548

293

37

-

26.2

10.5

18.2

-

9.2

3.5

14.4

42.8

9.6

18.0

-

20.7

8.7

7.7

1.0

3.7

3.6

6.7

14.7

2.0

2.2

7.4

1.9

46.5

41.5

37.0

32.9

22.7

21.8

18.9

17.3

1.8

1.8

1.5

1.4

3.8

3.3

3.0

2.7

Han Dataport

Toshiba—No OEM

Sony

Hitachi

Auto-Trol

Aspen Technology

Moss Systems Group

Autodesk

Century Research Center

Isicad C A D / C A M Systeme

Kockums Computer Systems

Hitachi Zosen Info Systems

RIB/Bausoftware

GDS

INS Engineering

207

201

852

314

185

-

72

-

79

165

587

92

99

105

22

10.6

7.0

-

6.7

6.3

9.3

5.6

11.4

4.2

3.7

4.4

0.5

' 4.6

4.1

3.9

3.0

6.5

7.1

5.4

3.5

-

0.8

-

3.0

2.6

3.0

5.4

1.6

2.2

2.1

2.3

1.7

-

1.5

3.9

4.4

6.5

-

1.2

2.3

1.5

0.9

1.5

1.2

-

17.0

16.8

16.5

15.1

14.8

13.8

13.1

11.4

10.7

8.9

8.9

8.5

8.0

7.6

7.4 0.6

0.9

0.7

0.7

0.7

0.6

0.6

1.2

1.1

1.1

0.9

1.4

1.4

1.3

1.2

AH N.A. Companies

All European Companies

All Asian Companies

15,421

3,872

6,357

161.4

131.3

84.0

343.1

58.8

123.3

182.1

43.5

29.4

714.8

243.4

279.4

57.8

19.7

22.6

All Companies 25,649 376.7 525.3 255.0

Vendor data Includes OEM revenue and shipments so that sum of vendors is greater than total.

Source: Dataquest (March 1995)

1,237.6 100.0

CAEC-WW-MS-9501 ©1995 Dataquest Incorporated March 27,1995

1994 CAD/CAM/CAE/GIS AEC and GIS Market Share

71

Table C-7

1994 CAD/CAM/CAE/GIS Total Vendor Market Share Table

(Revenue in $M, Actual Units)

Top 30 AEC Vendors, Worldwide, Personal Computer

Rank

1

2

3

4

5

18

19

20

21

22

14

15

16

17

10

11

12

13

6

7

8

9

23

24

25

26

27

28

29

30

Company Name

Autodesk

Apple Computer

Intergraph

IBM

Fujitsu

Nemetschek

Digital Equipment

Hewlett-Packard

Eagle Point

Softdesk

NEC

Soft-Tech Software Technologies

CPU

RIB/Bausoftware

Graphisoft Group

Hochtief

ACA Ltd.

Isicad C A D / C A M Systeme

Mutoh Industries~NO OEM m b Programme

RoboCAD Solutions

Grovmd Modelling Systems

Rebis

Computer Services Consultants

Sweet's Electronic Publishing

Technische Computer Systeme

CAD Distribution

Toshiba-NO OEM

Design Automation

Elstree Computing

Other Companies

CPU Software

-

26,713

4,791

18,865

8,409

1,340

16,127

8,144

-

-

2,460

1,156

362

126

-

-

-

-

175

95

-

493

-

-

-

134

-

314

145

160

115,695

179.0

-

47.3

9.5

4.0

11.8

11.0

4.5

7.4

5.0

3.0

2.3

3.6

32.0

-

-

20.0

18.4

3.7

13.3

10.7

3.3

4.2

1.6

3.1

1.8

4.4

4.4

3.3

1.2

-

1.6

0.1

1.8

254.5

1.5

-

-

-

0.7

-

-

10.2

-

-

-

4.8

-

-

1.7

-

85.9

19.6

65.0

58.2

11.7

42.9

24.3

-

0.8

1.5

-

CPU

Service

-

-

0.7

-

3.2

-

1.1

1.8

1.6

-

17.8

0.5

-

4.4

1.5

2.7

1.1

0.3

0.2

-

0.4

-

0.4

0.9

1.0

0.2

-

0.4

0.1

-

-

Total

Factory

20.0

19.5

18.5

17.0

15.5

12.5

11.0

9.3

179.0

107.5

89.2

75.0

63.3

50.7

44.4

27.0

7.8

5.0

5.0

4.9

4.8

4.7

1994 Share

of Market

(%)

16.1

9.7

8.0

6.8

1.8

1.8

1.7

1.5

5.7

4.6

4.0

2.4

0.7

0.5

0.5

0.4

0.4

1.4

1.1

1.0

0.8

4.6

4.4

4.4

0.4

0.4

0.4

0.4

4.3

4.2

4.0

4.0

3.3

254.5

0.4

0.4

0.4

0.4

0.3

23.0

All N.A. Companies

All European Companies

All Asian Companies

69,144

4,073

12,083

304.6

116.7

27.6

224.7

21.5

77.4

25.3

13.9

3.1

581.1

158.9

114.3

AU Companies 200,995 448.9 578.1

Vendor data includes OEM revenue and shipments so that sum of vendors is greater than total.

Source: Dataquest (March 1995)

42.3

1,108.8

52.4

14.3

10.3

100.0

CAEC-WW-MS-9501 ©1995 Dataquest Incorporated March 27,1995

72

AEC and GIS Applications Worldwide

Rank

1

2

3

4

5

6

7

8

9

10

11

Table C-8

1994 CAD/CAM/CAE/GIS Total Vendor Market Share Table

(Revenue in $M, Actual Units)

Top 30 AEC Vendors, Worldwide, Host Dependent

12

13

14

Company Name

Fujitsu

IBM

Digital Equipment

GDS

Nihon Unisys

Aspen Technology

EA Systems

Hitachi

Hitachi Zosen Info Systems

ACA Ltd.

Toyo Information Systems-No

OEM

Accugraph

Assigraph

PROCAD GmbH

Other Companies

CPU Software CPU

Shipments Revenue Revenue Revenue

Total

Service Distribution

Revenue

1994 Share of Market

(%)

713 17.0 16.9 6.4 45.6 28.5

70

367

140

16

-

74

-

-

^-.

10.8

-

6.1

1.8

2.1

1.3

0.5

-

0.5

16.3

27.0

5.4

7.7

-

-

0.4

0.6

-

12.2

4.6

2.8

2.7

1.2

1.6

0.1

0.1

0.1

45.1

31.6

16.2

12.6

3.2

2.9

1.2

1.0

0.6

28.2

19.7

10.1

7.9

2.0

1.8

0.7

0.6

0.4

3

-

-

-

11

0.1

0.1

0

0

-

0.2

-

-

-

2.2

0.1

0

0

-

0.6

0.5

0.1

0

0

10.8

0.3

0.1

0

0

6.8

AH N.A. Companies

All European Companies

AU Asian Companies

417

-

805

19.7

0.5

19.4

38.0

-

26.0

22.3

0.2

9.4

AU Companies 1,233 39.6 66.1

Vendor data includes OEM revenue and shipments so that sum of vendors is greater than total.

Source: Dataquest (March 1995)

32.5

87.8

0.7

60.9

160.2

54.8

0.4

38.0

100.0

CAEC-WW-MS-9501 ©1995 Dataquest Incorporated March 27,1995

Dataoyest®

n n acompanvof ireetCocpocaUon

For More Information...

Suzanne Snygg, Industry Analyst (408) 437-8124

Internet address [email protected]

Via fax (408)437-0292

The content of this report represents our interpretation and analysis of information generally available to the public or released by responsible individuals in the subject companies, but is not guaranteed as to accuracy or completeness. It does not contain material provided to us in confidence by our clients. Individual companies reported on and analyzed by Dataquest may be clients of this and/or other Dataquest services. This information is not furnished in cormection with a sale or offer to sell securities or in connection with the solicitation of an offer to buy securities. This firm and its parent and/or their officers, stockholders, or members of their families m^y, £rom time to time, have a long or short position in the securities mentioned and may sell or buy such securities.

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®1995 Dataquest Incorpcn^d

DataQuest

Architecture, Engineering, and

Construction CAD

Market Trends

Program: AEC and GIS Applications Worldwide

Product Code: CAEC-WW-MT-9501

Publication Date: March 27,1995

Filing: Market Analysis

Architecture, Engineering, and

Construction CAD

Market Trends

Program: AEC and GIS Applications Worldwide

Product Code: CAEC-WW-MT-9501

Publication Date: March 27,1995

Filing: Market Analysis

Architecture, Engineering, and Construction CAD

Table of Contents

Page

1. The State of the Industry 1

AEC CAD Market by Application 2

AEC CAD Market by Region 5

AEC CAD Market by Platform 6

AEC CAD Market by Industry 6

AEC CAD Market by Operating System 7

AEC CAD Market Structure 8

Competition 8

Barriers to Entry 9

Buyers 15

Substitutes for AEC CAD 17

Market Suppliers 17

New Market Entrants 17

Market Trends 18

Fewer New Projects 18

Lower Tolerance for Risk 18

Consolidation in AutoCAD Add-On Software 19

Key Success Factors 20

2. AEC CAD Market Forecast, 1991 to 1998 21

AEC CAD Market Forecast Assumptions 21

Where Are the Best Opportunities? 22

Forecast Overview 22

Architectural Applications 22

Civil and Structural Applications 27

Facilities Design and Management Applications 27

Process Plant Design Applications 28

The Future for All Applications 29

CAEC-WW-I\/IT-9501 ©1995 Dataquest Incorporated IVIarch 27,1995

AEC and GIS Applications Worldwide

List of Figures

Figure Page

1-1 Top Six AEC Software Companies by Revenue 2

1-2 AEC CAD Software Revenue by Application 3

1-3 Top Six Architectural Software Companies by Revenue 4

1-4 Top Eight Process Plant Design Software Companies by

Revenue 6

1-5 Top Six Civil/Structural Software Companies by Revenue 8

1-6 Top Five Facilities Design/ Management Software Companies by

Revenue 10

1-7 AEC Software Revenue by Region, 1993 10

1-8 Vendor AEC CAD Software Revenue History by Region 11

1-9 AEC Software Revenue by Platform, 1993 15

2-1 AEC Software Revenue Forecast by Region 23

2-2 AEC Software Revenue Forecast by Platform 24

CAEC-WW-MT-9501 ©1995 Dataquest Incorporated March 27,1995

Architecture, Engineering, and Construction CAD Ni

List of Tables —^.i.^—......i^-i-.-.iii—..^.-i—1-..1.

Table Page

1-1 Worldwide AEC Software Revenue by Company 1

1-2 Architectural Software Revenue Worldwide by Company 3

1-3 Process Plant Design Software Revenue by Company 5

1-4 Civil/Structural Software Revenue by Company 7

1-5 Facilities Design/Management Software Revenue by Company 9

1-6 North American AEC Software Revenue by Application 12

1-7 European AEC Software Revenue by Apphcation 13

1-8 Asian AEC Software Revenue by Application 14

1-9 AEC CAD Software Revenue by Buyers' Industry 15

1-10 AEC CAD Software Revenue by Operating System 16

2-1 AEC Software Revenue Forecast by Region 25

2-2 AEC Software Revenue Forecast by Platform 26

CAEC-WW-MT-9501 ©1995 Dataquest Incorporated March 27,1995

Chapter 1

The State of the Industry

The AEC CAD software market reached $794.1 million worldwide in 1993 and is expected to hit $867 million in 1994—an increase of 9.2 percent, somewhat down from the double-digit growth of previous years. The entire AEC CAD market—software, hardware, and service revenue combined-reached $2.44 biUion in 1993 and is expected to grow 5.7 percent, to $2.58 biUion, in 1994. This lower growth in the total market is primarily due to falling computer prices.

Autodesk's dominant position in the AEC CAD software market is solidifying. The company holds nearly 22 percent of the software market based on revenue; No. 2 Intergraph is well behind with just under 14 percent market share (see Table 1-1 and Figure 1-1). Intergraph's AEC revenue is made up of several product lines, while nearly all of Autodesk's market position is built on AutoCAD. Thus the AutoCAD product holds an even stronger position than Autodesk's market share would indicate.

Table 1-1

Worldwide AEC Software Revenue by Company (Millions of Dollars)

Company

Autodesk

Intergraph

Fujitsu

Nemetschek

IBM lEZ

Computervision

NEC

Softdesk^

Kozo Keikaku Engineering

GDS

Nihon Unisys

Soft-Tech Software Technologies

CAD Centre

Dassault^

Eagle Point

CPU

Altium

IsiCAD

T o s h i b a - N o OEM

Graphisof t Software

H a n Dataport

Other Companies

All Companies

1991

Note: Columns may not add to totals shown because of rounding.

^Includes ASG acquisition

^May include OEM revenue

Source: Dataquest (March 1995)

128.2

105.1

30.2

24.7

38.7

19.8

22.7

16.8

8.4

0

13.5

3.6

7.5

8.5

10.1

3.8

8.6

7.3

18.5

6.7

4.6

8.5

184.5

670.2

1992

10.3

6.2

10.4

10.3

11.0

7.1

7.1

12.0

12.7

7.2

5.7

6.5

194.1

746.9

146.7

113.2

35.4

32.5

41.5

26.6

26.3

13.4

10.3

11.3

CAEC-WW-MT-9501 ©1995 Dataquest Incorporated

1993

172.3

110.5

47.3

44.7

40.2

29.6

20.0

15.6

14.5

12.8

12.4

11.6

11.4

11.3

11.1

10.9

9.6

• 8.3

8.2

7.8

6.7

6.5

182.0

794.1

Percentage

Change,

1992 to 1993

9.7

0.6

53.3

35.8

-30.8

-35.8

8.5

17.6

0.5

-6.3

6.3

17.4

-2.4

33.3

37.6

-3.1

11.6

-23.8

15.8

40.8

13.6

20.2

87.7

9.8

1993 Market

Share (%)

1.0

0.8

0.8

22.9

100.0

1.8

1.6

1.6

1.5

1.4

1.4

1.4

1.4

1.2

1.0

1.0

21.7

13.9

6.0

5.6

5.1

3.7

2.5

2.0

AEC and GI5 Applications Worldwide

Figure 1-1

Top Six AEC Software Companies by Revenue (Millions of Dollars)

Millions of Dollars

180

Autodesk

Intergraph

Fujitsu

Nemetschek

IBM lEZ

1991

Source: Dataquest (March 1995)

1992 1993

9500963

No. 3 Fujitsu and No. 4 Nemetschek grew faster than Autodesk in 1993, but a good part of Fujitsu's growth is a result of changes in currency conversion. Nemetschek has experienced several years of sttmning growth and is expected to continue the pattern in 1994, with growth sUghtly above

25 percent. Nemetschek dominates the German market and has been expanding in Europe. The company's success is attributable in part to the fact that German buyers are more willing to pay a higher price for a more sophisticated product than are buyers in other European countries. However, the company's primary advjmtage derives from the fact that it began as an engineering office for the building industry and is still owned by the founder. Nemetschek enjoys both an inbred understanding of customer requirements and the drive and coherence that is sometimes fostered when the original visionary is still at the hekn.

AEC CAD Market by Application

Architectural CAD, defined as software used in the design emd drafting of buildings and grotinds, is the largest and fastest-growing AEC CAD appUcation and now accounts for 41.6 percent of all AEC CAD software revenue (see Figure 1-2). Autodesk particularly dominates this territory: Sales of PC-based AutoCAD to architects and building engineers represent one of the company's strongholds (see Table 1-2 and Figure 1-3).

Process plant design software includes CAD systems used in design, analysis, draJfting, and management of process manufacturing and power plants; this application also includes ship and oil-rig design. This market is led by Intergraph, whose success is based on its well-established PDS product and on MicroStation sales into plant design. However, plant design is the most competitive of AEC application because users represent

CAEC-WW-I\/IT-9501 ©1995 Dataquest Incorporated

March 27,1995

The State of the Industry

Figure 1-2

AEC CAD Software Revenue by Application

Facilities Design/

IVIanagement (11%)

1993 Revenue = $794 Million

Source: Dataquest (March 1995)

9500964

Table 1-2

Architectural Software Revenue Worldwide by Company (Millions of Dollars)

Company

Autodesk

Nemetschek

Intergraph lEZ

Fujitsu

NEC

Nihon Unisys

CPU

Soft-Tech Software Technologies

IBM

Kozo Keikaku Engineering

Graphisof t Software

Softdesk

Micrografx

T o s h i b a - N o OEM

IsiCAD

CDS

RIB/Bausoftware

RoboCAD Solutions

Microway

Mutoh Industries — No OEM

Other Companies

All Companies

1991

Note: Columns may not add to totals shown because of rounding.

Source: Dataquest (March 1995)

1992

3.0

3.0

4.2

53.3

291.4

4.2

3.7

5.9

3.1

3.2

73.7

19.5

29.0

15.9

11.7

12.7

6.2

7.1

8.3

8.3

6.3

5.1

4.1

69.3

14.8

25.6

11.9

10.0

10.1

3.6

8.6

6.0

in

0

4.1

3.3

4.0

2.0

8.6

4.1

3.1

1.6

2.8

2.5

51.1

254.6

1993

86.5

31.3

25.3

17.8

15.6

15.6

11.6

9.6

9.1

8.1

7.2

6.7

5.8

4.9

4.0

3.9

3.7

3.7

3.2

3.2

2.7

50.7

330.0

Percentage

Change,

1992 to 1993

35.8

9.8

-3.0

13.6

30.7

41.5

17.3

8.4

-33.7

20.2

13.8

5.6

6.8

-36.4

-4.7

13.2

17.4

60.5

-12.9

11.6

33.3

22.5

Z7n

1993 Market

Share (%)

1.0

1.0

0.8

15.4

100.0

2.9

2.8

2.4

2.2

2.0

1.8

1.5

1.2

1.2

1.1

1.1

26.2

9.5

77

5.4

4.7

4.7

3.5

CAEC-WW-MT-9501

©1995 Dataquest Incorporated March 27,1995

AEC and GIS Applications Worldwide

Figure 1-3

Top Six Architectural Software Companies by Revenue (Millions of Dollars)

Millions of Dollars

8 0 -

70-1

6 0 -

5 0 -

Autodesk

Nemetschek

Intergraph

4 0 -

lEZ

3 0 -

2 0 -

10-1

, *"~Z:=^^^^

(

Fujitsu

* • I l i a -

NEC

1991

1

1992 1993

35009ES

Source: Dataquest (March 1995)

CAEC-WW-MT-9501

a more attractive customer base (see Table 1-3 and Figure 1-4). Most plant design is done by larger companies with relatively larger budgets—that is, companies willing to consider purchasing more sophisticated and thus more expensive CAD systems. Computervision suffered in plant design in particular in 1993, when the company's Dimension III product began to suffer from a lack of investment; Computervision's 1994 performance may also suffer in plant design. However, the company enters 1995 with a clearer direction, a result of its new partnership with the software arm of French nuclear plant designer Framatome. Framatome wiU develop and Computervision wiU sell a plant design product based on Computervision's new Pelorus development system.

The civil and structural engineering CAD market includes systems used for both site cind structural engineering, typically for design and drafting of sites for buildings, roads, bridges, and airports; and for design of steel and concrete structures. Civil engineers design large structures that do not change location; structures that are typically designed to meet the needs of the citizenry.

Autodesk has taken over the lead in civil engineering design software, puUing ahead of Intergraph (see Table 1-4 and Figure 1-5). We believe

Intergraph's revenue drop is mostly caused by the company's being forced to move to the lower-cost solutions that civil engineering design users demand. Eagle Point and Softdesk, both PC-based AutoCAD add-ons, also are showing strong growth in the civil market. We expect the competition between these companies to intensify in the civil segment, particularly in light of Eagle Point's recent acquisition of LandCADD, the third largest AutoCAD add-on civil engineering product.

©1995 Dataquest Incorporated

March 27,1995

The State ot the Industry

Table 1-3

Process Plant Design Software Revenue by Company (Millions of Dollars)

Company

Intergraph

Autodesk

Fujitsu

Computervision

IBM

CAD Centre

Dassault*

EDAADev

Han Dataport

International Software Systems

Aspen Technology

Kockums Computer Systems

Complansof t CAD

Altium

Assigraph

T o s h i b a - N o OEM

EA Systems

Autotrol

Siemens Nixdorf Info systeme

Soft-Tech Software Technologies

Mutoh Industries— No OEM

Triplan

Other Companies

All Companies

1992

0.1

3.6

2.3

2.0

5.9

4.7

5.1

5.6

30.0

16.6

12.1

21.2

12.5

10.3

11.0

4.7

3.7

1.6

5.2

1.0

1.2

1.7

9.6

171.7

Note: Columns may not add to totals shown because of rounding.

*May include software revenue

Source; Dataquest (March 1995)

1991

27.3

10.3

10.3

16.5

11.6

8.5

10.1

3.5

7n

4.5

0.7

2.2

1.5

1.1

149.9

3.4

7.8

2.6

3.2

4.9

6.8

0.1

2.9

2.2

1993

3.1

2.5

2.3

2.2

5.9

5.6

4.8

4.0

33.4

19.5

16.1

16.0

12.1

11.3

11.1

6.2

2.2

1.6

1.3

1.1

0.9

0.7

9.1

172.7

Percentage

Change,

1992 to 1993

0.5

20.0

-5.9

-29.0

2,404.0

-30.8

-0.9

8.5

11.3

17.4

33.3

-24.7

-3.1

9.7

0.6

31.9

-41.9

-1.7

-76.0

9.8

-27.1

-59.1

-5.3

0.6

1993 Market

Share (%)

3.4

3.3

2.8

2.3

1.8

1.4

1.3

19.3

11.3

9.3

9.3

7.0

6.5

6.4

3.6

0.7

0.5

0.4

5.2

100.0

1.3

1.2

0.9

0.7

Facilities design and management software includes CAD products used to lay out, inventory, and manage assets (such as personnel, space, equipment, and utilities) within a building or geographic service area. The smallest AEC market segment, this market actually declined in 1993 (see

Table 1-5 and Figure 1-6). The future for this market is relatively bright, however; see Chapter 2 for a complete forecast.

AEC CAD Market by Region

Europe is the largest region for AEC CAD sales, boosted particularly by the relatively heavy investment in architectural software (see Figure 1-7).

While U.S.-based Autodesk, Intergraph, and IBM have established a good presence in Europe and Asia, local vendors play heavily in each region.

Thus, competition in North America is primarily between the two strongest companies, Autodesk and Intergraph, while the top five players in

Europe and Asia compete more closely (see Figure 1-8). Details of leading vendor performance by application in each region are provided in

CAEC-WW-MT-9501 ©1995 Dataquest Incorporated March 27,1995

AEC and GIS Applications Worldwide

Figure 1-4

Top Eight Process Plant Design Software Companies by Revenue (Millions of Dollars)

Millions of Dollars

35-

3 0 -

2 5 -

- * -

Intergraph

- ^

Autodesk

- ^ _ Fujitsu

2 0 -

A

Computervision

^ ^ , _ _ . lifTTT'Sr^r :g>uy..n»Mi i j i - ^ J ^ . i . .. FlWrr.-.!-..!—»»,..^.^ .,|„„„

asaaaffumst

IBM

5 -

...^t....

CAD Centre

- a -

Dassault*

1991

•May include OEM revenue

Source; Dataquest (March 1995)

1992 1993

9500WS

Tables 1-6,1-7, and 1-8. We do caution against analysis that attempts to associate design and construction projects with AEC CAD software sales on a regional basis, because much AEC design takes place on a continent other than the one on which the construction actually occurs.

AEC CAD Market by Platform

The AEC market is dominated by the PC platform, particularly among architectural applications (see Figure 1-9). Although PC software revenue is only slightly higher than revenue for workstations and servers, PC seats stiU dominate the market because PC software costs less per seat. Of the

760,000 AEC seats installed worldwide at the end of 1993, 636,000 were

PCs, more than six times the 91,000 workstations installed. Process plant design is the only application with a substantial user base in technical workstations.

AEC CAD Market by Industry

User investment is heavily concentrated in the service, design, and consulting industries emd in construction and building; discrete manufacturing is a suprisingly strong No. 3 (see Table 1-9). However, most sales to discrete manufacturing are to relatively small departments in the enterprise that focus on facility management and plant floor layout. Thus, most

AEC vendors find better rewards focusing on process industries, such as chemical, offshore rigs, and pipelines, where AEC CAD tools play a more integral role in the work to be done.

CAEC-WW-MT-9501

©1995 Dataquest Incorporated March 27,1995

The State of the Industry

Table 1-4

Civil/Structural Software Revenue by Company (Millions of Dollars)

Company

Autodesk

Intergraph

Fujitsu

Nemetschek

Eagle Point

Softdesk

Kozo Keikaku Engineering lEZ

IBM

Computer Services Consultants

CDS

Moss Systems

Autotrol

Compute rvision

Research Engineers — Civilsoft

Hochtief

RIB/Bausoftware

T o s h i b a - N o OEM mb Programme

ECOM Associates

Sigma Designs

Soft-Tech Software Technologies

Other Companies

All Companies

Note: Columns may not add to totals shown because of rounding.

NA = Not applicable

Source: Dataquest (March 1995)

1.7

0.7

19.8

170.0

3.1

1.6

1.5

1.5

0.7

1.2

0.6

0

3.0

3.9

3.8

4.1

9.7

3.8

1991

38.5

42.7

10.0

9.9

3.8

4.5

5.5

5.0

4.0

4.2

4.0

3.1

5.3

2.4

3.1

1.7

1992

42.6

44.9

11.7

13.0

7.1

1.7

1.6

1.4

1.2

0

1.7

1.0

22.2

188.3

3.7

3.6

2.3

2.3

2.1

5.7

4.4

4.0

4.0

1993

50.0

42.9

15.6

13.4

10.9

7.7

1.8

1.8

1.6

1.5

1.2

1.2

1.1

19.7

202.5

Percentage

Change,

1992 to 1993

17.4

-4.6

33.3

3.1

53.3

40.0

13.7

11.6

-3.1

1.0

20.2

-32.1

-1.6

-27.2

21.8

7.0

13.8

8.7

22.5

NA

-32.1

9.8

-11.3

7.5

It is worth noting that users in the shipbuilding industry buy both AEC and mechanical software for similar design problems in approximately equal doUar amounts. Thus, of the $40.6 million in AEC software sold to the shipbuilding industry, an equivalent amount of mechanical CAD software is also sold to that industry. Shipbuilding overlaps AEC and mechanical, and it is very difficult to force all shipbuilding revenue to be reported in one appUcation or the other. As a result, we recommend that readers evaluate the shipbuilding opportunity as approximately twice the revenue listed in Table 1-9, keeping in mind that half the revenue is generated by products normally sold in mechanical markets.

1993 Market

Share (%)

24.7

21.2

7.7

6.6

5.4

3.8

2.8

2.2

2.0

2.0

1.8

1.8

1.2

0.6

0.6

9.7

100.0

1.1

1.0

0.9

0.9

0.8

0.8

0.6

AEC CAO Market by Operating System

The move to Windows picked up steam in 1993, showing a 66.5 percent growth rate, while workstation-based applications were approximately flat (see Table 1-10). Even though Autodesk is now clearly riding the

CAEC-WW-MT-9501 ©1995 Dataquest incorporated March 27,1995

AEC and GIS Applications Worldwide

Figure 1-5

Top Six CiviyStructural Software Companies by Revenue (Millions of Dollars)

Millions of Dollars

50

45-

40-

35-

30-

25-

20-

15-

10

5

- ! - - -

- * -

— A —

Fujitsu

W

...4t....

Autodesk

Intergraph

Nemetschek

Eagle Point

Softdesk

1991 1992

1993

9S009S7

Source: Dataquest (March 1995)

Windows bandwagon, 75 percent of the AutoCAD installed base is still on

DOS. For fully trained users, software performance is far more important than having a graphical user interface. Moving existing users out of DOS is a challenge for aU PC CAD vendors. This wiU only happen when users can see that they suffer no performance degradation under new operating environments. Several vendors plan to start shipping software on "Intelcompatible" CD-ROMs, so that the user can at any time choose to run imder DOS, DOS with Windows, or Windows NT.

AEC CAD Market Structure

AEC CAD is the use of computer software by architects, contractors, plant engineers, civil engineers, and other professionals associated with these disciplines to aid in designing and managing buildings, industrial plants, ships, and other types of nondiscrete entities.

The AEC design process differs from mechanical and electronic design in that only one product (such as a highway) is built from each design but the product must be maintained for many years.

Competition

The AEC CAD industry can be divided by price point; the high end, led by workstation-based plant design systems often sold direct, and the low end, dominated by Autodesk's AutoCAD, which is sold through dealers.

Autodesk dominates the AEC CAD market in terms of software revenue and number of users. Autodesk's DXF file format serves as the industry's de facto file transfer standard and as a constant reminder of the product's pervasiveness. Autodesk has propelled itself to leadership on a low-cost

CAEC-WW-MT-9501 ©1995 Dataquest Incorporated March 27,1995

The State of the Industry

Table 1-5

Facilities DesigivManagement Software Revenue by Company (Millions of Dollars)

Company

Autodesk

IBM

Intergraph lEZ

GDS

IsiCAD

1991

10.3

15.5

9.5

5.0

Altium

Accugraph

Sweet's Electronic Publishing

5.4

9.9

2.2

4.8

4.8

2.5

Autotrol

Siemens Nixdorf Info systeme

ItalCAD

Sigma Designs

Foresight Resources

3.9

3.5

1.8

0.2

CADWorks

Computervision

Integrated Computer Graphics

0.8

1.5

0.9

0.7

1.2

1.0

1.0

0.7

Datagraphic

RIB/Bausoftware

American Small Business Comp.

Softdesk

Star Inform atic

0.5

0.3

1.8

0

Other Comp2inies

All Companies

9.9

95.6

9.8

95.4

Note: Columns may not add to totals shown because of rounding.

NA = Not applicable

Source; Dataquest (March 1995)

0.5

0.3

0.2

0

2.3

1.7

1.6

6.2

4.3

1.8

0.5

1992

13.9

16.6

9.3

6.6

4.1

6.8

4.8

1.4

1.1

1.1

1.1

0.9

0.8

0.7

0.6

0.5

0.5

0.5

10.1

88.9

1993

16.4

16.1

9.0

7.4

5.0

4.2

3.3

3.0

2.2

1.5

1.5

Percentage

Change,

1992 to 1993

17.4

-3.1

-3.7

11.6

20.2

-37.7

-30.8

31.9

30.0

-2.0

-76.0

-66.2

-38.2

146.8

-9.2

-8.3

-20.2

0

13.8

50.3

88.3

NA

3.0

-6.8

1993 Market

Share {%)

18.4

18.1

10.1

8.3

5.6

4.8

3.7

1.3

1.3

1.2

1.0

3.4

2.5

1.7

1.7

1.6

0.9

0.8

0.7

0.6

0.5

0.5

11.3

100.0 drafting software product, while No. 2 Intergraph has defended its oncelarger AEC turf by emphasizing a full range of AEC products and support.

Both strategies have succeeded in creating profitable businesses for the companies. The remaining successful players compete in smaller regional or application niches.

Barriers to Entry

Barriers to entry are steadily rising in the CAD industry. Existing users resist changing CAD vendors because of high costs, in both training and conversion of design data, associated with the switch. Buyers and resellers favor suppliers with existing market strength. Successful market entrants must offer compeUitig, innovative products to overcome buyer preference for estabhshed vendors. Unfortunately, the structure of the user community makes it hard for these buyers to adopt many promising software capabilities.

CAEC-WW-MT-9501 ©1995 Dataquest Incorporated March 27,1995

10

AEC and GIS Applications Worldwide

Figure 1-6

Top Five Facilities Design/Management Software Companies by Revenue

(MiUions of Dollars)

Millions of Dollars

18-

Autodesk

IBM

Intergraph lEZ

GDS

1991

Source: Dataquest (March 1995)

1992

1993

Figure 1-7

AEC Software Revenue by Region^ 1993 (Millions of Dollars)

Millions of Dollars

350-ff

D

Process Plant

Design f ^ Facilities Design/

" ^ Management

Civil

Architectural

North America

Source: Dataquest (March 1995)

Europe

Asia

Rest of World

9S00969

CAEC-WW-MT-9501

©1995 Dataquest Incorporated

March 27,1995

The state of the Industry

11

Figure 1-8

Vendor AEC CAD Soffware Revenue History by Region (Millions of Dollars)

North America

Millions of Dollars

8 0 -

7 0 -

60-j

5 0 -

4 0 -

3 0 -

2 0 -

in-J

1991

Millions of Dollars

60-

Autodesk

Intergraph

- ^ IBM

W

Softdesk

Computervision

™~™-.-«B«.„; 1 : :,,

1

1992 1993

Europe

Autodesk

Nemetschek

Intergraph lEZ

IBM

Soft-Tech

Software

Technologies

1991

1992 1993

Asia

Millions of Dollars

4 5 -

4 0 -

3 5 -

30-1

2 5 -

2 0 -

1 5 T

1 0 -

5 -

1991

Source: Dataquest (March 1995)

1

1992 1993

Fujitsu

Autodesk

NEC

IBM

Kozo Keikaku

Engineering

Nihon Unisys

95(XS70

CAEC-WW-MT-9501 ©1995 Dataquest Incorporated March 27,1995

12

AEC and GIS Applications Worldwide

Table 1-6

North American AEC Software Revenue by Application (Millions of Dollars)

1993

Percentage

Change,

1992 to 1993

Company

1991 1992

AEC Total

Autodesk

Intergraph

IBM

Softdesk

Computervision

Autotrol

Other Companies

All Companies

Architectural

Autodesk

Intergraph

Softdesk

Micrografx

IBM

Other Companies

All Companies

Process Plant Design

Intergraph

Autodesk

Computervision

EDAADev

CAD Centre

IBM

Other Companies

All Companies

Civil/ Structural

Intergraph

Autodesk

Eagle Point

Softdesk

Research Engineers — Civilsof t

Other Companies

All Companies

Facilities Design/Management

Autodesk

IBM

Intergraph

Accugraph

IsiCAD

Other Companies

All Companies

56.5

59.6

8.1

6.8

12.6

8.4

70.1

222.1

30.5

15.2

2.7

2.2

1.6

23.0

75.2

11.7

4.5

9.1

3.0

1.4

2.4

15.3

47.4

27.5

17.0

3.8

3.6

1.6

13.2

66.7

4.5

3.2

5.2

4.4

5.1

15.7

38.1

67.2

59.5

12.4

8.3

5.4

5.2

67.7

225.7

13.8

7.6

4.3

3.8

1.7

3.7

14.7

49.6

Note: Columns may not add to totals shown because of rounding.

Source: Dataquest (March 1995)

25.6

19.5

7.1

4.4

1.7

9.7

68.0

6.4

4.9

4.9

2.1

3.7

9.9

31.9

33.7

15.2

3.3

2.3

2.5

19.3

76.3

81.0

58.0

13.1

11.7

5.8

5.2

75.1

249.9

7.7

5.3

4.7

2.8

2.3

10.3

33.1

40.6

13.3

4.7

2.8

2.6

21.5

85.5

25.5

23.5

10.9

6.3

2.1

10.6

78.9

14.5

9.1

4.7

4.3

4.2

3.9

11.7

52.4

20.5

-2.5

6.4

40.8

9.2

-0.8

10.9

10.7

5.5

20.5

7.9

14.2

149.7

. 6.3

-20.4

5.6

20.5

6.5

-3.7

32.7

-37.8

4.0

3.8

20.5

-13.0

41.0

21.8

6.5

11.6

12.2

-0.4

20.5

53.3

41.0

21.8

10.2

16.0

1993 Market

Share (%)

23.2

15.9

14.2

8.5

6.9

31.1

100.0

32.4

23.2

5.3

4.7.

2.3

2.1

30.1

100.0

47.5

15.5

5.5

3.3

3.1

25.2

100.0

27.7

17.5

8.9

8.3

8.1

7.5

22.3

100.0

32.3

29.8

13.9

7.9

2.6

13.5

100.0

CAEC-WW-MT-9501 ©1995 Dataquest Incorporated March 27,1995

The state of the Industry

13

Table 1-7

European AEC Software Revenue by Application (Millions of Dollars)

1993

Percentage

Change,

1992 to 1993

1991

1992

AEC Total

Autodesk

Nemetschek

Intergraph lEZ

IBM

Soft-Tech Software Technologies

Other Companies

All Companies

Architectural

Nemetschek

Autodesk lEZ

Intergraph

Soft-Tech Software Technologies

Graphisoft Software

Other Companies

All Companies

Process Plant Design

Intergraph

Dassault*

Autodesk

Computervision

H a n Dataport

CAD Centre

Other Companies

All Companies

Civil/Structural

Autodesk

Intergraph

Nemetschek lEZ

Computer Services Consultants

Moss Systems

Other Companies

All Companies

Facilities Design/Management lEZ

Autodesk

IBM

Intergraph

Other Companies

All Companies

49.3

24.7

30.6

19.8

16.3

7.5

129.1

277.3

14.8

26.6

11.9

7.8

6.0

3.4

41.5

112.0

9.8

5.9

3.9

4.8

7.7

5.0

20.8

57.9

14.8

10.3

9.9

3.0

3.8

8.4

7.7

57.9

5.0

3.9

6.5

2.7

21.9

40.0

Note: Columns may not add to totals shown because of rounding.

*May include OEM revenue

Source: Dataquest (March 1995)

54.7

32.5

43.4

26.3

14.9

10.4

149.2

331.4

13.5

6.1

6.2

14.7

5.9

6.0

23.5

75.9

19.5

27.5

15.8

11.1

8.3

3.8

46.3

132.3

6.6

5.2

6.0

3.6

23.3

44.7

15.9

15.2

13.0

3.9

4.0

4.4

19.5

75.9

16.5

13.6

13.4

4.2

4.0

2.9

10.8

65.4

31.3

28.5

16.7

9.8

9.1

4.9

40.5

140.8

56.9

44.7

42.7

27.8

13.0

11.4

116.9

313.4

7.0

5.4

5.2

3.5

14.1

35.2

15.9

6.9

6.4

6.1

5.9

5.3

18.9

65.4

3.9

37.6

-1.5

5.9

-13.1

9.8

-21.6

-5.4

18.0

14.0

3.8

-58.6

0.5

-12.0

-19.6

-13.9

60.5

3.9

5.9

-12.2

9.8

28.8

-12.5

6.4

5.9

3.8

-13.1

-2.8

-39.5

-21.4

3.9

-10.8

3.1

5.9

1.0

-34.8

-44.6

-13.9

CAEC-WW-MT-9501 ©1995 Dataquest Incorporated

March 27,1995

1993 Market

Share (%)

18.1

14.3

13.6

8.9

4.1

3.6

37.3

100.0

24.3

10.6

9.8

9.3

9.0

8.1

28.9

100.0

22.2

20.3

11.9

6.9

6.5

3.5

28.8

100.0

22.9

18.8

18.6

5.8

5.5

4.0

16.5

100.0

19.8

15.4

14.8

9.9

40.1

100.0

14 AEC and GIS Applications Worldwide

Table 1-8

Asian AEC Software Revenue by Application (Millions of Dollars)

1993

Percentage

Change,

1992 to 1993 1991 1992

AEC Total

Fujitsu

Autodesk

NEC

IBM

Kozo Keikaku Engineering

Nihon Unisys

Other Companies

All Companies

Architectural

Fujitsu

NEC

Autodesk

Nihon Unisys

CPU

Kozo Keikaku Engineering

Other Companies

All Companies

Process Plant Design

Fujitsu

Compute rvision

IBM

Autodesk

Intergraph

Other Companies

All Companies

Civil/Structural

Fujitsu

Autodesk

Kozo Keikaku Engineering

Intergraph

CDS

Other Companies

All Companies

Facilities Design/Management

IBM

Autodesk

CDS

Altium

Other Companies

All Companies

30.2

21.2

16.8

14

0

3.6

67.4

153.2

10

10.1

11.4

3.6

8.6

0

20.4

64.1

10.3

2.4

4.2

1.7

1.9

18.7

39.2

10

6.3

0

3.4

0.2

13.9

33.8

5.6

1.7

0.3

1.7

6.8

16.1

Note: Columns may not add to totals shown because of rounding.

Source: Dataquest (March 1995)

35.4

21.9

13.4

13.5

11.3

6.2

71.2

172.9

11.7

12.7

11

6.2

7.1

6.3

24.1

79.1

12

1.3

4.1

2.5

1.5

17.4

38.8

11.7

6.3

5

2.3

0.7

12.0

38

5.4

2.1

1

3.4

5.1

17

15.6

8

5.7

2.8

1.9

13.6

47.6

47.3

27.6

15.6

13.4

12.8

11.6

85.9

214.2

5.4

2.6

2.5

2.2

6.2

18.9

16.1

4.9

4

3.1

2.2

19.2

49.5

15.6

15.6

13.8

11.6

9.6

7.2

24.8

98.2

33.4

26.1

15.8

-1.0

13.6

87.70

20.6

23.9

33.4

22.5

26.1

87.7

35.8

13.6

2.9

24.1

33.4

290.5

-1.00

26.1

44.4

10.3

27.6

33.4

26.1

13.7

23.0

151.2

13.3

25.3

-1.0

26.0

151.2

-35.9

21.6

11.1

1993 Market

Share (%)

32.8

16.8

11.9

5.9

3.9

28.6

100.0

28.3

13.8

13.2

11.4

32.8

100.0

15.9

15.8

14.1

11.8

9.8:

7.3

25.3

100.0

22.1

12.9

7.3

6.3

6.0

5.4

40.1

100.0

32.50

9.90

8.10

6.3

4.5

38.8

100.0

CAEC-WW-MT-9501 ©1995 Dataquest Incorporated March 27,1995

The State of the Industry

Figure 1-9

AEC Software Revenue by Platform, 1993 (Millions of Dollars)

15

Personal

Computer

Technical

Workstation and Server

Host

Dependent

50

—r

100

I I Process Plant Design

^ Facilities Design/Management

1

" 1 —

150 2O0

250

Millions of Dollars

~nr-

300

Civil

Architectural i

350

400

9500971

Source: Dataquest (March 1995)

Table 1-9

AEC CAD Software Revenue by Buyers' Industry (Millions of Dollars)

Services, Design Services, Consulting

Construction, Contracting, Building

Discrete Manufacturing

Total Government

Chemical, Petroleum

Shipbuilding, Offshore Rigs

Education

Utilities, Pipelines

Transportation, Rail, Public Transit

Others

Total

Note: Columns may not add to totals shown because of rounding.

Source: Dataquest (March 1995)

1993 Revenue

236.7

153.6

128.0

81.5

57.1

40.6

16.8

16.7

10.3

52.7

794.1

Percentage of Market

29.8

19.3

16.1

10.3

7.2

5.1

2.1

2.1

1.3

6.6

100.0

Buyers

The AEC industry is a collection of independent companies working on what is essentially a prototype build: the first (and only) entity built following initial design. There is a corresponding tolerance of some level of design change during construction and a corresponding difficulty in obtaining accurate records of the product as actually buHt. The "onedesign/one-buHd" model makes the design and manufacture of a building or highway inherently less financially rewarding to automate than a high-volume manufacturing environment. Buyers who employ fast-track construction add a layer of complexity, because they begin site work and

CAEC-WW-MT-9501

©1995 Dataquest Incorporated March 27,1995

16 AEC and GIS Applications Worldwide

Table 1-10

AEC CAD Software Revenue by Operating System (Millions of Dollars)

1993 Revenue

Percentage Change,

1992 to 1993

Operating System

Personal Computers

DOS

DOS with Windows

OS2

Windows NT

Apple Macintosh/OS

O t h e r - P C

Total PC

Workstations

Sun UNIX and Solaris

HP UNIX/AEGIS/DOMAIN

IBMAIX

SGI UNIX

DECULTRIX/VMS

Intergraph UNIX

O t h e r - U N I X

Total UNIX

Host Systems

DEC VMS (VAX)

IBM V M / M V S

Other—Proprietary Host

Total Host

*

274.4

82.1

2.8

0

16.2

22.8

398.3

67.8

72.5

43.0

14.8

30.4

96.6

29.7

354.8

3.5

14.8

22.8

41.1

-5.9

-7.3

20.5

25.7

-10.5

9.2

-38.4

-3.7

0.8

66.5

-25.3

NA

14.6

63.8

12.7

-57.6

2.9

8.1

-6.0

AH Operating Systems 794.1

Note: Columns may not add to totals shown because of rounding.

NA = Not applicable

Source: Dataquest (March 1995)

3.8 100.0 structural construction before the design is complete. CAD products were never designed to support this methodology, so users invest instead in creating their own solutions. In fact, AEC is as much like moviemaking as it is like manrifacturing, and moviemaking makes limited use of computer automation tools.

The independent players in the design/build process — owners, designers, the multiple tiers of contractors, and facilities managers — have competing interests, which have inhibited development of comprehensive design automation programs. AutoCAD has been enormously successful in this environment. It has been a good general drafting tool, has been widely used, and is readily able to exchange files with other systems. The product offers wide but shallow communication of design data, which exactly corresponds to users' roles and capabilities.

Percentage of Market

34.6

10.3

0.4

0

2.0

2.9

50.2

8.5

9.1

5.4

1.9

3.8

12.2

3.7

44.7

0.4

1.9

2.9

5.2

CAEC-WW-MT-9501 ©1995 Dataquest Incorporated March 27,1995

The State of the Industry 17

The Big Customers Keep Getting Bigger

CAD use is most sophisticated where one entity serves several functions — such as engineering constructor (EC) companies (for instance. Stone &

Webster Engineering Corp. of Boston, Massachusetts), or owner/ operators of large facilities (the U.S. government is a prime example).

Some ECs are taking ownership positions in completed projects, giving them a personal stake in using design data for plant management.

On top of the meiny mergers and acquisitions already occurring among the

EC companies, agreements to jointly pursue new business appear regularly—examples are GE Nuclear and Black & Veatch in plant services,

Fluor Daniel and Envirogen in hazardous waste prevention, and Bechtel and CRSS in pulp and paper markets. Power continues to consolidate among AEC CAD buyers. If these joint ventures do not work, we would expect to see a new round of mergers and acquisitions. The future points only to increased growth among the ECs —directly at the expense of standalone engineering or architectural firms. The ECs will use their new power to demand — and get—comprehensive design software that actually meets their needs. Historically, the dispersed, disorganized buyers of

AEC CAD have neither expected nor demanded much from their vendors.

That is about to change, and the CAD vendors who survive this change will be those who produce software that removes some of the enormous risks tmdertaken in large design-and-construction projects.

Substitutes for AEC CAD

Each year, pencils become less effective as substitutes for CAD. Consolidations and aUiances within the AEC design community are already driving noncomputing small companies down or out; those that can communicate electronic design data across disciplines have an advantage over those that cannot. Even though many architects still refuse to use CAD tools, most of them recognize that they represent the end of an era.

Facilities management (FM) is the only application that competes with effective substitute software. A graphical presentation is not necessary to manage many facilities; spreadsheets and database software can often do the work. Effective substitute software is an important cause of slow growth in FM.

Market Suppliers

Suppliers to the AEC CAD industry include computer hardware and software designers. Continued improvements in price/performance of computers, plotters, and printers will make AEC CAD products appear continually more attractive to prospective users in this drawing-intensive

CAD application.

Software design, on the other hand, remains a craft that is difficult to manage and hard to push toward progress. Many outstanding product ideas that could create considerable market growth are not implemented because of the challenge of producing the software. AEC CAD growth depends on progress in software development tools.

New IVIarlcet Entrants

The next two years will reveal whether two new entrants to the AEC market can steal market share from their primary competitors. Bentley

CAEC-WW-MT-9501 ©1995 Dataquest Incorporated March 27,1995

18 AEC and GIS Applications Worldwide

Systems will begin selling MicroStation directly in 1995, head-on against

AutoCAD. While Intergraph has helped Bentley build a substantial installed base for MicroStation, Bentley believes it can sell more independently. In a market where Autodesk continually gains market share,

Bentley Systems will have to hit the ground running in order to succeed.

IBM should also be gearing u p for substantial 1995 sales of AEC products based on Catia. IBM has considerable background in the AEC market, but this new product suite represents a significant development effort. For

IBM, the primary target is Intergraph's plant design product. Intergraph in particular needs to keep a close eye on both newcomers, because each is actually targeting a piece of Intergraph's business.

Market Trends

Buyers of AEC CAD tools face two important trends in their markets, and these trends in turn present challenges and opportunities for CAD vendors.

Fewer New Projects

The AEC market is increasingly based on rework and retrofit instead of new projects, a condition that intensifies focus on all data associated with design. Opportunities are growing for design data management software and in applying technology to new ways of capturing 3-D data on existing facihties, ranging from laser range finders to close range photogrammetry.

Lower Tolerance for Risk

Users and owners worldwide are working on reducing the waste and risk inherent in the one-design/one-build industry structure, a structure that requires cooperation among essentially competing designers, builders, and owners. Three approaches to this challenge are evident: standards, integration, and project-specific partnering.

Standards

One reason the many participants in a building project struggle to exchange design data is that existing standards are inadequate to describe a project. The Standard for the Exchange of Product Data (STEP) could alleviate some of the stumbling blocks of data exchange by providing a worldwide standard for storing, sharing, and exchanging product information among different CAD systems. PlantSTEP, a consortium focused on plant information interchange via STEP, is the most vigorous group working on STEP protocols in AEC. Much of the development and deployment of STEP is centered in Europe, where standards are often incorporated into local laws. In Japan, government-sponsored agencies lend support to standardization efforts. In the United States, standards are mostly developed by industry user groups, such as the relatively new

Petrotecknical Open Software Corporation (POSC). On the whole, U.S. users are less inclined to push standards than are users in Europe. For large building projects, we may expect to see U.S.-based vendors show continued strength both in the CAD market and among design-build companies. The customers, however, are better organized and more demanding in Europe.

CAEC-WW-MT-9501 ©1995 Dataquest Incorporated March 27,1995

The State of the Industry

Integration

Integration has been a strong theme at virtually every A / E / C Systems show that we recall. That is, there is a trend to focus on workflow in design and construction projects. Success, however, has been elusive off the showroom floor.

The AEC business model inhibits integrated design and production. It does little good to send perfect design data to a job site if workers are regularly idle because the right materials eire not available. Engineering constructors often estimate that of the total installed cost of a plant, only

15 percent can be attributed to engineering, with 25 percent going to construction, and the remainder to equipment and materials. Of the construction cost, almost one-third of time is lost to waiting, primarily for the right materials — and this dismal figure is better than that at projects where the designer has even less control over construction. The environment is complex, and it is difficult to determine which parts of the entire process are the most important to optimize. This does not indicate that anyone involved is going to give up, however. There is no technical reason that construction considerations cannot drive design, or that m.aterials caimot be accurately placed based on information drawn from a design database.

Project-Specific Partnering

Conflicts among architects, engineers, contractors, and project owners often result in disputes (particularly in North America), and these confhcts contribute to projects being late, over budget, and in court.

Efforts to eUminate this waste seem to finally be taking hold, in the form of alternatives to lawsuits and binding arbitration emd preventive measures such as project-specific partnering. Partnering involves no more than forcing the parties to spend time communicating with each other; this might sound like a touchy-feely group encounter, but it seems to be working.

Facilitators are typically fostered and paid by the exasperated construction insurance compemies. State departments of transportation and the U.S.

Army Corps of Engineers are primary users, partly because these owners are better able to structure insurance into project funding.

Construction insurance companies and government faciUty owners are leading this charge because they both abhor risk, and by doing so they are inadvertently helping to grow the AEC CAD market: by making AEC projects more like a discrete manufacturing environment, although conflicts exist, we at least do not have the design department suing the manufacturing department. In an im.proved AEC environment, all users can extract better value from existing CAD tools and can more readily move to more sophisticated (and potentially more expensive) software.

Consolidation in AutoCAD Add-On Software

A third and less important trend in the industry is the consolidation occurring among AutoCAD add-on vendors. In the past, hundreds of small independent software vendors eked out a Hving selling speciaUzed software for AutoCAD users. Gradually, this software became more widely used, and today approximately half of AutoCAD dealer sales include addon software. As add-on sales become the norm, a few of the successful vendors, Softdesk in particular, have begun a more ambitious approach to the niarket, primarily through acquisitions. If this consolidation continues, Autodesk will be faced with a smaller number of increasingly powerful softwztre suppliers.

CAEC-WW-MT-9501 ©1995 Dataquest Incorporated March 27,1995

20 AEC and GIS Applications Worldwide

Key Success Factors

Key steps to success in the AEC CAD market include the following:

• Provide products that are easy to learn and use. The AEC segment has a significant number of potential users with anticomputer viewpoints.

• Provide low- and moderate-cost solutions. The AEC industry is more price sensitive than other CAD applications.

• Become the specified design product. Many design projects require use of a specific CAD product, generally listed as AutoCAD, Intergraph, or

MicroStation. If your product is not specified, change the rules: a Be compatible with the ubiquitous AutoCAD. Products should read and write AutoCAD's .dwg files.

Q Drive appropriate standards that point specifications away from brand names. The STEP initiative is an ideal organizing arena for this task.

• Avoid competing head-on with AutoCAD; it is impossible to compete with the product's key feature: it is everywhere. Focus instead on a specific application or environment, on changing the rules, or on a more comprehensive, integrated solution. The CAD vendor that primarily positions its product as "better than AutoCAD" is creating the same uphill battle for itself that IBM does in positioning O S / 2 as "better than

Windows."

CAEC-WW-MT-9501 ©1995 Dataquest Incorporated March 27,1995

Chapter 2

AEC CAD Market Forecast, 1991 to 1998

Dataquest forecasts that the AEC CAD software market will experience a

9.7 percent compound annual growth rate (CAGR) between 1993 and

1998, when it is forecast to reach 1.3 bilUon.

AEC CAD Market Forecast Assumptions

Factors that should contribute to the long-term expansion of the AEC

CAD market are as follows, in decreasing order of importance:

• A significant pool oi untapped users stiU exists. The relatively low market penetration of AEC CAD systems should allow steady worldwide growth during the next five years, despite constant volatility in demand for the building and infrastructure products to be designed.

• Electronic design data is increasingly required by the designer's client, from the federal government down to the small commercial developer.

• Large design firms are growing at the expense of smaller firms. These large end users will increasingly require their employees and suppliers to adopt automation tools in the design and construction process.

• Designers in the AEC industry are finding themselves in markets that are more regionally and globeiUy competitive, markets that favor partnering across design disciplines. Smaller design firms wiU increasingly buy CAD systems or risk being dropped from consideration as a partner.

• CAD purchases are increasingly justified as a competitive advantage in both sales and design reviews. The architect who cannot produce the fourth iteration of a proposed design before signing u p a client will lose out to the group that can use changes in a proposal to gradually ratchet a prospect toward closure.

• AEC CAD vendors can fuel upgrade revenue among sophisticated users by leveraging software advances first developed in mechanical design, such as faster structural analysis tools or incorporation of design rules.

• Data and database functions (versus graphics functions) will increase in importance in AEC design systems, creating opportunities to sell users significant new ftmctionahty. Where engineers were once able to offload most drawing to drafters, and later began to use CAD systems themselves for both design and drafting, those same engineers are now expected to also add information about material and equipment attributes to the CAD database during the course of the design.

The following trends will inhibit growth in the AEC CAD industry:

• AEC's one-design/one-build structure means that CAD provides fewer economic benefits to these users than does the one-design/build-many structure of manufacturing. Construction, which is essentially a prototype build, is fraught with uncertainties and delays that are hard to control using design systems as they exist today.

CAEC-WW-MT-9501 ©1995 Dataquest Incorporated 21

22 AEC and GIS Applications Worldwide

• Designs are often spUt among several companies representing different aspects of the design process. User companies often have different CAD systems that do not communicate well, and alliances and consolidations in user organizations wiU only highHght the issue.

• Because most AEC design is focused on drafting, which requires relatively Uttle computing power, PC-based growth wiU be strong for the foreseeable future, and PC-based solutions produce less revenue than other platforms.

• Attitudes of potential users inhibit market growth. Many experienced architects resist change in both the design and construction processes.

As this self-destructive m o d e erodes the viability of the profession, the

CAD market is also impacted because many architects w h o were once prospects for CAD systems are now simply unemployed.

Where Are the Best Opportunities?

Forecast Overview

Application forecasts by region and platform are presented in Figures 2-1 and 2-2 and Tables 2-1 and 2-2 and are discussed in the following sections.

Architectural Applications

Architectural appHcations are expected to remain the largest appUcation worldwide eind are forecast to grow to $493.2 miUion by 1998. TTiis appUcation is expected to have the slowest growth rate, however, partly because of expected slow growth in Europe and North America until 1998.

At that point w e expect users to have learned to make more effective use of CAD tools, and thus to purchase more. Architectural appUcations wiQ continue to dominate in Europe, particularly Germany, while this appHcation competes with civil applications for dominance in North America.

Compared to other appHcations, architectural users favor PCs; that is, building designers are particularly accustomed to low-cost solutions and can be expected to continue that preference in the future. Architectural applications include all the engineering disciplines that contribute to building design, but this appHcation also includes virtually aU revenue from architects. We expect the role of the architect to diminish in the future, eclipsed by project participants who are more wHLLng to take responsibility for dehvering projects at a specified time and price. Eventually, the role of the architect is Hkely to evolve closer to that of the industrial designer in product design —responsible more for form than for substance. That is, architects represent a large but paradoxically the least powerful constituency in AEC.

We beHeve that opporttmities exist for CAD products that enhance the architect's ability to compete for business —for example, by better developing CAD systems as interactive selling tools. Walk-through and rendering capabilities can help the architect make a design real both for cUents and for influencers such as planning commissioners. Product enhancements in this area must be easier and less expensive to use or better than competing technologies associated with publishing and graphic arts.

CAEC-WW-MT-9501 ©1995 Dataquest Incorporated March 27,1995

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CAEC-WW-MT-9501 ©1995 Dataquest Incorporated March 27,1995

AEC CAD Market Forecast, 1991 to 1998 27

Civil and Structural Applications ^

Civil applications are expected to grow at just above 8 percent in North

America and Europe but to enjoy nearly 13 percent growth in Asia — primarily because of extremely high growth in the Asia/Pacific countries combined with lower growth in Japan. While most civil applications are sold on PCs, civil represents the second-highest revenue source for workstation-based products.

Structural analysis is still in the early development state among AEC CAD users and is used sporadically in the design process. Considering that the structural integrity of bridges and buildings involves significant public safety and liability issues, we see considerable opportunity for growth in this area during the next 10 years.

Much of the future of this market involves the fate of public sector spending on infrastructure development around the world. It can be argued that the civil engineering community has neglected to develop the necessary demonstrations of the value and payoff of infrastructure spending in public works, highways and bridges, mass transit, rail lines, airports and airways, and ports and waterways.

Growth for CAD in this sector depends on the future of support for infrastructure spending—and much of that spending will be affected by political priorities rather than by market factors. Accordingly, the forecast for this market segment contains a wider uncertainty band than the forecast for the other AEC CAD applications.

Facilities Design and Management Applications

FM is the smallest AEC market segment. It is forecast to reach $161.8 mil-

Uon in 1998, growing at a 12.7 CAGR, higher than any other AEC application. This market is made up of two sectors.

Traditional FM

Sales to traditional building and real estate facility managers actually suffered a net decline in 1993, and we see httle cause for future optimism.

This market will continue to be limited by natural organizational impediments—facilities management cuts across typical organizational boundaries, requiring directives from management for interdepartmental cooperation. FaciHties managers also have low computer budgets and

Uteracy relative to the rest of their organizations. In addition, facilities design and management lacks established methodologies to automate, in contrast to the obvious automation potential in drafting environments. No established conceptual approach explains what should be done or how to do it, and the wide reinge of product approaches reflects the problem.

Many workable computer solutions are entirely alphanumeric, falling outside the CAD industry. In addition, the principal selling point of many faciHty design and management products has centered on the idea that the high dollar value of corporate assets mandates a computer management investment —a rather theoretical sales approach. Succeeding in this traditional market niche requires developing more meaningful benefits to sell.

Tlie Regulation-Driven FM Market

FM market growth will focus almost exclusively on managing industrial plants, primarily in process industries such as chemical, petroleum, and

CAEC-WW-MT-9501 ©1995 Dataquest Incorporated March 27,1995

28 AEC and 6IS Applications Worldwide

pulp and paper. We expect double-digit growth in North America,

Europe, and Japan between 1994 and 1996, followed by slower growth.

This growth is almost entirely driven by increased government regulation of potentially hazardous processes.

For example, in the United States, the Occupational Safety and Health

Administration (OSHA) Regulation 1910 requires that owners in process manufacturing, storage, and transportation facihties where hazardous or toxic substances are used develop complete worksite documentation by

May 1997. In an audit, OSHA wiU require current information on operating procedures and process safety to be produced within 15 minutes —or owners will face stiff fines or even jail. In total, about 28,000 plants will be affected by OSHA 1910. Because many process plants do not even maintain correct as-buHt drawings, these requirements offer an excellent opportunity to CAD vendors. Computervision was the first one out the gate, with an official program aimouncement in June 1994.

A CAD-centric system is not mandated by these regulations, so CAD vendors face competition from vendors in industries such as document management. However, we expect CAD vendors to extract a good share of this new market. These regulations will undoubtedly avoid hazardous incidents. In the best cases, they wiU also provoke owners to more seriously evaluate the potential for design data to be reused in maintenance. Ideally, these regulations will provide a reason for owner-operators and CAD vendors to engage in substantive and long-overdue discussions of how CAD vendors might adapt and add to their software to better serve facility and plant owners.

Process Plant Design Applications

Process plant design is forecast to grow to $282.6 million in 1998, an overall 10.4 percent CAGR. Relatively few new plants are being built worldwide, which negatively impacts CAD opportunities. However, design automation tools are nonelective in this application. Design errors are costly to correct, and projects are often too complex to construct based only on plastic models and paper design.

The complexity of design requirements means that workstation users will continue to dominate plant design, working in relatively tight tolerances in networked design teams. In contrast to other AEC CAD applications, buyers in this segment are more driven by product performance and less concerned with widespread vendor popularity. Vendor viability is a consideration, and the smallest vendors are increasingly being dropped from consideration. Interference detection has been the business case justifier for 3-D CAD running on workstations. Users report that they typically have been able to reduce rework costs from an existing 6 percent to 2 percent.

However, this market also has a lot of 2-D drafting users working on plain

AutoCAD. Among Intergraph's user base, where the company has a dominant position with its PDS software and opportunities to sell the lower-cost MicroStation, we estimate that for every PDS seat there are

10 MicroStation seats in plant design. Simple 2-D drafting is alive and well in plant design.

CAEC-WW-MT-9501 ©1995 Dataquest Incorporated March 27,1995

AEC CAD Market Forecast, 1991 to 1998 29

A few ECs, such as Stone & Webster and Bechtel, have tried to sell internally developed plant design software on the commercial market, but they all seem to suffer internal coitflicts about releasing their best software to competitors. In other cases, these ECs have partnered with CAD software vendors to produce enhanced products. Here again the ECs struggle with the idea of potentially sharing competitive weapons with competitors.

Even though new plant construction is down, this market could grow more rapidly than forecast if ECs are able to see that they must build their own competitive advantages into the use of design software and cannot expect that advantage to exist in the software itself.

The Future for All Applications

ECs aspire to evolve their focus from electronic paper to system, modeling and design optimization. Sophisticated owners want to integrate design, build, and maintenance activity. They are all held back in a fragmented industry structure that positions the players as adversaries. The safest route for AEC CAD vendors is to plan for and help facilitate a future where industry owners have more power, where small design and construction entities have less power, and where design and construction are better integrated. This is not to suggest that small design entities are doomed, but that only the most sophisticated will survive.

On-time and within budget projects are inevitable in AEC. It is imreasonable that a company can order a fleet of cars and a roomful of computers and have some idea what wiQ arrive and when, while that same customer can order a building and know for certain that something will go wrong. It is unreasonable that consumers expect to be able to successfully customorder a car but have been taught to expect heeirtache should they commission a simple addition to their home. Eventually, project owners will realize that there is no real justification for the degree of risk involved in commissioning buildings, roads, and plants. This is beginning to happen among government buyers. When owners demand change in the structure of how projects are designed and built, the CAD vendors that have been pushing users toward that direction will reap the biggest reweirds.

CAEC-WW-MT-9501 ©1995 Dataquest Incorporated March 27,1995

For More information...

Kathryn Hale, Senior Industry Analyst (408) 437-8407

Internet address [email protected]

Via fax (408) 437-0292

Dataquest

a company of

The Dun&Biadstiecl Corporation

The content of this report represents our interpretation and analysis of information generally available to the public or released by responsible individuals in the subject companies, but is not guaranteed as to accuracy or completeness.

It does not contain material provided to us in confidence by our clients. Reproduction or disclosure in whole or in part to other parties shall be made upon the written and express consent of Dataquest

©1995 Dataquest Incorporated—Reproduction Prohibited

Dataquest is a registered trademark of A.C. Nielsen Company

Dataquest

a company of

TheDun& Bradstreet Qxporation

Corporate Headquarters

Dataquest Incorporated

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Phone: 1-408-437-8000

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Phone: 1-508-370-5555

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CAEC-WW-MT-9501

Ms. Linda Anderson

Dataquest Incorporated

1-8500

• /

—INTERNAL DIST.—

JapEm Headquarters

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Shinkawa Sanko Building, 6th Floor

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Other research offices in Beijing,

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Sales agents in Australia, Belgium,

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Qty:

y

©1995 Dataquest Incorporated

DataQuest

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