I would say that yes, all addons are considered “derivative works” (under the meaning defined in the GPL). Or to be more precise, all addons that import bpy
(or any GPL-licensed library) must adhere to the terms of the GPL, which means they themselves must be licensed under a GPL-compatible license. I base this interpretation on the Software Freedom Law Center Guide to GPL Compliance 2nd Edition (Eben Moglen & Mishi Choudhary):
When two software components are joined together to make one work (whether a main and some library subroutines, two objects with their respective methods, or a program and a “plugin”) the combination infringes the copyright on the components if the combination required copyright permission from the component copyright holders, and such permission was either not available or was available on terms that were not observed.
That doesn’t mean the addon can’t be commercialized. You have the right to change Blender in any way you see fit. You can integrate your proprietary engine to your heart’s content. However, if you then “distribute” your modified work you must comply with the terms of the license You must give your customers the same freedoms you had when developing your product by adopting a GPL-compatible license.
This is summarized by the Free Software Foundation thusly:
“Free software” means software that respects users’ freedom and community. Roughly, it means that the users have the freedom to run, copy, distribute, study, change and improve the software. Thus, “free software” is a matter of liberty, not price. To understand the concept, you should think of “free” as in “free speech,” not as in “free beer.” We sometimes call it “libre software,” borrowing the French or Spanish word for “free” as in freedom, to show we do not mean the software is gratis.
You may have paid money to get copies of a free program, or you may have obtained copies at no charge. But regardless of how you got your copies, you always have the freedom to copy and change the software, even to sell copies.
As an aside: I would shy away from using the term “Intellectual Property” as it is at best ambiguous and at worst meaningless. There is copyright, there are patents and there are trademarks.
Just my opinion on the matter.