Synopsys' faster growing areas are: simulation, verification and physical design. Expectation is for VCS to see 20% growth this year. (I don't know if that equals $75M.) I don't know what this means in terms of market growth or market share.
Cadence is doing well in their license growth. Their last quarter earnings surprise was helped by a license growth of 50%.
Their strenght is in one of the fastest growing EDA segment; place and route. Plus they are pushing into the wireless market.
Their design verification and ALTA group posted year-over-year declines of 10 and 5% respectively. They have some new products that could re-energize these areas but that remains to been seen.
Sounds like simulation is what they classify as design verification. What do you think? Can you get more information out of your source? Does your source have a reason to be bias? Does Synopsys success mean that Cadence has given up?