A chip is only the size of a fingernail, but even such a small chip can integrate transistor with billions or even tens of billions of transistors, and can also achieve stable work and ensure that there will be no quality problems for many years. There is no doubt that the chip industry is very complex.
only roughly subdivides the chip industry, and can also be divided into chip design tool suppliers, chip design companies, chip manufacturing companies, packaging companies, equipment suppliers, material suppliers, etc. Among them, if you want to talk about the upstream of the chip industry, now it is a chip design tool supplier, that is, EDA tool provider. Without EDA tools, the chip design cannot be completed under the current circumstances, because the current chips are all extremely large-scale integrated circuits, and the circuit structure is very complex and cannot be completed through manpower. It must be completed with the help of software. Moreover, there is still a lot of verification work in chip design, which makes manpower even more difficult to be competent.
Recently, my country's EDA R&D company Huada Jiutian announced that it has achieved full process coverage in analog circuits and flat panel display circuit designs. I have to say that this is a good news for our domestic chips, because although EDA tools were fighting each other in the initial stage, that is, they all provided single-point tools, with the development of the chip industry, the entire process has become the common development direction of the industry. At present, the three major EDA tool providers in the world, namely, Synopsy and other companies, all provide full-process services.
However, it should be pointed out that in terms of chip design, digital chip design and wafer manufacturing, Huada Jiutian has not yet achieved full process coverage, and these aspects also require EDA tools. However, we are not without any achievements. In fact, Huawei Jiutian also has related tools in these two aspects, which are the single-point tools we mentioned above, while other single-point tools have actually already had solutions.
First of all, what is gratifying is that our Chinese companies actually have a huge lineup in EDA tools. Although Huada Jiutian has not achieved full process coverage in the above two aspects, there are many other Chinese companies that are missing. Therefore, in fact, our domestic EDA tools have begun to enter the stage of "long separation and longevity" and that is, integrating the strengths of each company into a platform system. For example, the American Enterprise Xinsip Technology has also experienced this stage, and not all tools are developed by themselves.
In addition, in some single-point tools, we have achieved relatively advanced levels. For example, in the circuit simulation tool, Huada Jiutian has achieved 5-nanometer process support. In addition, such as Huada Jiutian and Jialun Electronics, they have already entered the Samsung supply chain before. In other words, not only domestic companies are actively adopting our domestic EDA tools, but also chip foundry manufacturers like Samsung are highly recognized.
In EDA tools, the main market is occupied by American companies such as Synopsystem. Just a while ago, the United States also banned Synopsystem and others from providing us with relevant EDA tools. However, soon, EDA providers such as Synopsystem said that they had launched a special version for Chinese enterprises, which means that they could continue to supply.
is actually understandable for the move of major EDA tool manufacturers such as Synopsys Technology to launch a special version of China Enterprises. On the one hand, the Chinese market has brought it considerable revenue, and on the other hand, the growth rate of the Chinese market is gratifying. For example, taking Synopsys Technology as an example, revenue from the Chinese market in 2021 accounted for about 13% of its total revenue, and its revenue share increased by about 14% compared with 2020, so it is difficult for the Chinese market to be abandoned.
In addition, as we mentioned above, our domestic EDA tools are also developing rapidly, and EDA tools have a significant feature, that is, it often takes a long time to be adopted by customers. That is to say, it is difficult for customers to replace other EDA tools, but if suppliers experience instability, this feature will be broken. Therefore, if our domestic EDA tools are closed and form stable full coverage, it will be difficult for American EDA tools to return to this market.
So we see that the chip industry must ultimately master core technology. Academician Ni Guangnan said that core technology cannot be bought or requested. If you think it is reasonable, thank you for giving it a thumbs up and reading it.
