1.EDASoftware Industry Overview

1、EDASoftware Definition and Classification

EDA is an electronic design automation (Electronic Design Automation) short for software, refers to the use of computer-aided design (CADetc.) software to complete VLSI (VLSI) The design method of the chip's functional design, synthesis, verification, physical design (including layout, wiring, layout, design rule checking, etc.) and other processes.

EDA tools include hardware and software. Software is the core of the tool, divided into simulation tools, design tools, verification tools three types; hardware is used to accelerate the simulation, verification speed of the server and special tools.

2、EDAAnalysis of Software Industry Chain

The EDA industry connects the design, manufacture and sealing of integrated circuits, which has an important impact on the production efficiency and product technology level of the integrated circuit industry. From the perspective of integrated circuit design, designers must useEDAThe tool designs complex integrated circuits with hundreds of thousands to billions of transistors to reduce design variation, improve the success rate of the chip, and save the cost of the chip. From the perspective of integrated circuit manufacturing, the chip manufacturing process is constantly evolving, and new materials, new processes related to the next generation of manufacturing seal testing.EDATechnology will bring new development opportunities for integrated circuit performance improvement and size reduction.

EDA tools run through all processes of integrated circuit design and manufacturing.EDAThe upstream of the industry mainly includes suppliers of hardware equipment, operating systems, development tools and other auxiliary software.EDAIndustry midstreamEDAEnterprise.EDAThe downstream of the industry mainly includes integrated circuit design, manufacturing, sealing and testing enterprises.

EDA industry upstream hardware equipment representative enterprises are Apple, HP, Dell, etc.; operating system representative enterprises are Microsoft, Apple, etc.; development tools representative enterprises are Microsoft, Oracle, etc.; auxiliary software representative enterprises areIBM, Kingdee International Software Group, etc.

The middle reaches of the EDA industryEDARepresentative companies haveSynopsys、Cadence、Siemens EDA;, Huada Nine Days, General Lun Electronics, etc.

The downstream chip design enterprises in the EDA industry include Intel, Samsung, Huawei Haisi, Ziguang Group, etc. Representative wafer manufacturing enterprises include TSMC, SMIC, Samsung, etc,nepesWait.

2.EDASoftware Industry Development History

Our countryEDAIndustry from20Century80It really began in the middle and late years, more globally.EDAThe development of the industry is ten years late, and since1986Domestic Integrated Circuit Computer Aided Design System in“Panda System”After the birth of the second decade, domesticEDAThe industry has not had substantial success. Until21At the beginning of the century, with the support of national policy, domesticEDAIt is only then that the industry is showing new vitality.

Since 2015, the country has vigorously promoted the development of the semiconductor and integrated circuit industries,EDAThe industry should develop.

3.EDASoftware Industry Policy Background

The level of development of EDA represents a country's“soft power”. In order to speed up the process of drawing closer to developed countriesEDAgap in R & D level, China actively promotes ChinaEDAIn recent years, a number of encouraging and supporting policies have been issued. In the latest "Several Policies to Promote the High-quality Development of the Integrated Circuit Industry and Software Industry in the New Era", the state has adopted fiscal and taxation policies, investment and financing policies, research and development policies, import and export policies, talent policies, intellectual property policies, market application policies, Eight aspects of international cooperation policy are domesticEDAIndustry cheer.

4.EDADevelopment Status of Software Industry

1. GlobalEDASoftware market size

Global 2021EDAThe market size is132.75Billion US dollars, year-on-year growth15.77%. Among them, digital design and analog design tools account for the overallEDAThe proportion of the market in the top two, market share reached.65.0%and17.1%。2022Global YearEDAMarket size reaches134.37Billion US dollars, year-on-year growth1.22%. Expected2023Year-round reached146.6Billion US dollars, year-on-year growth9.1%。

2. ChinaEDASoftware market size

Driven by downstream integrated circuit market demand,2016-2021Year of ChinaEDAThe size of the industry market is growing year by year,2020Year of ChinaEDAIndustry market size reached93.1billion yuan,2021Year of ChinaEDAMarket scale breakthrough100Billions of dollars.2022Year of ChinaEDAMarket size reaches160Billions of dollars, accounting for globalEDAof the market16%。2023Year2030Year, ChinaEDAThe industry will maintain a good growth trend, benefiting from national policy support and demand for integrated circuit industry.

3. ChinaEDACompetition Pattern of Software Industry

(1) Enterprise competition pattern

ChinaEDAIndustry enterprises are roughly divided into three echelons. The first echelon of enterprises is based on new thinking technology.(Synopsys), Kai Deng Electronics(Cadence), SiemensEDA (Siemens EDA)represented abroad.EDAindustry; the second tier is a relatively high domestic market shareEDALocal enterprises, including Huada Nine Days, General Lun Electronics, Guangli Micro, etc.;EDAEnterprises with financing events on the track, these enterprises are all for ChinaEDAContributions to industry development.

At present, the Chinese market is mainlyEDASoftware supply enterprises include Huada Nine Days, Core Wo Technology, Guangli Micro, Nine Tongfang Micro, Boda Micro, General Lun Electronics, Chuanglian Smart Soft and so on. Although there is still a big gap between these enterprises and overseas giants in the whole process products, they have their own strengths in specific business.

(2) Regional competition pattern

Currently ChinaEDAEnterprises are mainly distributed in Guangdong Province, Jiangsu Province, Zhejiang Province, Beijing and Shanghai. As2022Year9In January, Guangdong hasEDAThe number of industry-related enterprises exceeds50Home, ranked first, representing companies such as Bion Core, Bescole, Hongxin Micro-Na, Hess Semiconductor, ZTE Microelectronics, etc., Zhejiang Province.EDAEnterprises have Guangli micro, core origin, etc.; Jiangsu ProvinceEDAIndustry enterprises have Hongtai software, core Huazhang technology, etc.;EDAIndustry enterprises have Huada Nine Days, Core Vision, etc.; ShanghaiEDAIndustry representative enterprises have a general Lun electronics, Li core software, Si Erxin and so on.

5.EDASoftware Industry Development Trend

1. The rapid development of integrated circuit industry drivenEDADemand growth

The integrated circuit industry is one of the national strategic emerging industries, and it is the foundation and core of information construction. With5GWith the commercialization of communication technology and the popularization of Internet of Things technology, the integrated circuit industry will usher in greater development space and demand growth. As a tool for the design and manufacture of integrated circuitsEDAsoftware, will benefit from the rapid development of the integrated circuit industry. With the increase in the complexity of integrated circuit design and the upgrading of manufacturing processes,EDAThe performance and function of the software put forward higher requirements. In the next few years, ChinaEDAThe software industry will maintain a high growth rate.

2. National policy support and independent innovation to promote domesticEDASoftware Development

In recent years, due to Sino-US trade frictions and US sanctions against Huawei and other Chinese high-tech enterprises, our country's weak links in the field of integrated circuits have been exposed. among them,EDAAs an integrated circuit design and manufacturing tool, software is one of the weakest links in China's integrated circuit industry chain. Our current foreignEDAThe degree of dependence on software is very high, and foreign countries provide our country.EDAThere is a lot of uncertainty and risk in software.

In order to break the foreign control and blockade of China's integrated circuit industry chain, the state has issued a series of policies to support and encourage China's independent innovation and localization substitution. For example, the "Several Policies to Promote the High-Quality Development of the Integrated Circuit Industry and Software Industry in the New Era" clearly proposes to strengthen investment in research and development of independent and controllable core technologies, and provide policy support such as tax incentives and financial subsidies.

Benefiting from national policy support and the promotion of independent innovation, China's domesticEDASoftware will usher in greater development opportunities. At present, China has a number of independent intellectual property rights and core competitiveness of the localEDAEnterprises, in the field of segmentation and overseas markets continue to make breakthroughs. In the next few years, our domesticEDASoftware will gradually increase market share and influence.

3. EDA software to the cloud and intelligent direction

With the continuous progress and popularization of cloud computing technology and artificial intelligence technology, the traditional desktop-based or server-sideEDASoftware will change. In the next few years, cloud and intelligence will becomeEDAImportant trends in the development of the software industry.

Cloud can provide users with a more flexible, more convenient and lower cost service model. Users can access the deployed cloud server through the networkEDAsoftware, and use the powerful computing resources in the cloud for design and simulation. This saves users the cost of purchasing hardware devices and installing and maintaining software, and improves the efficiency of collaboration between users.

Intelligence can provide users with more efficient, accurate and optimized design solutions. By using artificial intelligence technologies such as machine learning and deep learning, automatic learning and analysis of design data and rules can be realized, and the best design scheme can be generated according to user needs. This reduces user design difficulty and time, and improves design quality and performance.