The first share of "Mother of Chips" will be listed. How to solve the difficulty of localization?

You may not know about EDA technology, but if I tell you that it was once called "the sword that restricts Huawei's throat in the United States", maybe you can feel the importance of this technology.

EDA, the full name of electronic design automation tool, is an indispensable and important tool in chip design. Recently, Huada, a leading EDA company in China, submitted a prospectus in Shenzhen Stock Exchange for 9 days and launched a sprint to GEM.

This time, can Huada Jiutian lead domestic EDA to find a solution to the short board problem of the chip industry chain?

Present situation of EDA in China

According to public data, the market size of China WDA 20 19 was about 540 million, accounting for only 5.3% of the global 1025 million USD. The products of overseas EDA giants account for more than 85% of the domestic market share, and the production and sales of domestic EDA software account for less than 10%.

At present, domestic EDA software companies mainly include Huada Jiutian, Zhang Xinhua, Boda Microelectronics, Xinhe Technology, etc. And the number and scale are very rare. In the final analysis, this situation is mainly due to the high technical threshold, high cost elasticity and high concentration of EDA industry, which leads to the slow development of domestic technology and the lack of talents, and cannot form a complete industrial chain.

But in history, China's EDA software technology has also experienced a glorious period. During the Cold War, China developed the first integrated circuit CAD tool-Panda System, which successfully broke the foreign EDA blockade on China.

However, after 1995, the big three EDA companies entered the China market on a large scale, and overseas EDA technology with mature technology and low price quickly gained market share in China. The strategy of "making is better than buying" has plunged domestic EDA into decades of silence.

Now, in the semiconductor industry in China, the Big Three EDA still occupy the mainstream, and the technical shortcomings have not been solved, so it is difficult for customers to easily replace software. The future of domestic EDA imagined by entrepreneurs has not yet arrived.

Future opportunities of EDA in China

Although the EDA market has been occupied by the Big Three for a long time, it does not mean that there is no opportunity for domestic EDA to develop.

Compared with the technical monopoly of international enterprises in the field of analog/digital mixed/digital chip EDA, almost more EDA in China is based on point tools and gradually develops from point to surface.

This burden was clearly handed over to Huada for nine days. In 2009, Huada Jiutian was formally established, which inherited the core technology of Panda System and undertook two related topics of "Advanced EDA Tool Platform Development" and "EDA Tool System Development and Application" in major national scientific research projects. At present, Huada Jiutian is also the most powerful EDA enterprise in China.

In recent years, the government has increased its support for the company. From 2065 438+08-2020, Huada received a number of high government subsidies in nine days, and also enjoyed corporate income tax "two exemptions and three reductions", high-tech enterprise income tax concessions and other policy dividends.

However, compared with the three international giants, there is still a big gap in brand influence and technology research and development level. It may be the only way for Huada to explore the road of domestic EDA for nine days, make a single breakthrough and make some distinctive products.