5. Analysis of the competitiveness of Chinese EDA enterprises: Full process coverage and market opportunities

Toolchain coverage

IS2020RKPSG2A In China’s EDA industry, the comprehensive coverage of tool chain is one of the key indicators to measure the competitiveness of enterprises. The full process coverage of EDA tools provides greater consistency and convenience than a single point tool, which not only improves the customer experience, but also increases the profitability of EDA vendors. Specifically, customers using full-process tools can avoid the hassle of frequently switching between different software during the design process, reducing work disruptions due to compatibility issues between tools, resulting in significant design efficiency and lower operating costs. Customer stickiness in this mode is high, which has long-term strategic significance for manufacturers.

However, despite the obvious advantages of full-process tools, China’s EDA enterprises still have some room for development in this area. At present, many domestic EDA enterprises still mainly provide point tool products, and the development of the whole chain tool is relatively lagging behind. In terms of the ability to supply full-process tools for analog IC design, Huada Jiutian is one of the few companies with full-process tools. In the key areas of high-end digital chip design, Siercore has the ability to complete the digital front-end EDA process, while Guowei Core is one of the few local EDA enterprises focusing on the digital back-end and manufacturing end. There are also some basic tool areas such as logic synthesis and layout, and companies such as Hongxin Micro Na are actively attacking.

IS2020RKPSG2A

In the context of the global EDA three giants – Synopsys, Cadence, Siemens EDA – have stabilized the market position of the whole process tool, domestic enterprises if they can accelerate the completion of the whole process tool and product expansion, it is possible to become a new giant in the industry in the future. This requires not only the continuous investment of enterprises in IS2020RKPSG2A technology development, but also the strong support of policies and market environment to promote the overall competitiveness of the domestic EDA industry.

These trends and challenges indicate that the future of China’s EDA industry will be a double-edged sword full of opportunities and challenges. In today’s increasingly fierce competition in the global semiconductor industry, how to grasp the market opportunities quickly and effectively and improve the full process coverage of the tool chain will be the key issues that domestic EDA enterprises need to face and solve.