“How do you measure what happens on the market,” I asked Jay Vleeschhouwer, research analyst at Griffin Sercurities. “Our published reports on the CAD business consider two metrics: new commercial licenses, both upfront and subscription; and active commercial bases, both under subscription and maintenance,” he said, explaining that with respect to the new business and among the “classic” products, in the 2020 calendar year Creo outperformed CATIA, Inventor and SOLIDWORKS (each of which appear to have had double-digit declines from 2019).
“When we include the newer brands, Onshape had the fastest growth, but on the smallest base. Fusion 360 also had strong growth y/o/y and became the highest volume product last year, surpassing SOLIDWORKS.
With respect to the active bases, Vleeschhouwer, claimed that among the classic products, Creo had the most rapid growth (6%) in 2020. This meant that they surpassed the active base growth for Inventor and SW, he said.
“This is one of the most interesting new dynamics in the market, as prior to 2019 the Creo base growth had lagged that of Inventor and SW,” he added.
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