EDA Break Supply behind: Domestic chip is salary and courageous

Renzhong Daoyuan's domestic EDA rise

Source ｜ Beijing Business Daily

Author ｜ Jin Chaoli Wang Zhuli

Edit ｜ Zhang Runqi

The U.S. Department of Commerce issued a final provision last Friday to implement new export controls such as the EDA software such as the design of the GAaFET (full grid field effect transistor) structured circuit. Relevant ban officially took effect on August 15, 2022. This is another suppression of the Chinese chip industry since the "chip bill" in the United States. Relevant analysis believes that although a series of combined fists in the chip field have a certain impact on the short -term development of Chinese chips, it has also forced the domestic chip industry to accelerate iteration and independence, thus planning and breaking the situation comprehensively.

The industrial chain blocking step by step

"The US EDA disconnection is to let the mainland China have no tools to design 3nm and below high -end chips. The design stuck is dying at 5nm and the manufacturing card is killed at 7nm. Then pull the distance between China and the United States in high -speed operations and AI Hong Shibin told the Beijing Commercial Daily reporter.

It is understood that EDA is an indispensable and important part of chip IC design. It is a high -level form of widely used technology. It belongs to the upstream industry of chip manufacturing, covering all processes such as integrated circuit design, wiring, verification and simulation. EDA is called "the mother of chip" by the industry.

At present, the global EDA software is monopolized by three American companies: Cadence, SynopSys, and Mentor. The three giants firmly occupy more than 70%of the world's market share, which can provide complete EDA tools, covering the entire process of integrated circuit design and manufacturing or most processes.

According to Hong Shibin, the entire chip industry chain includes the initial design, manufacturing, seal testing, etc. Although domestic chip design companies, such as Huawei Hisilicon, ZTE Microelectronics, can reach the world's top standards, it has always been in EDA software. There are large shortcomings, even worse than domestic chip manufacturing, seal testing and other fields.

According to the data published by the EDA Industry Development Subsidiary Forum of the World Semiconductor Conference, taking 2019 data as an example, the global EDA software market is US $ 10.25 billion, while the Chinese EDA market size is US $ 580 million, accounting for only 5.6% of the global market. Among them, domestic EDA manufacturers revenue was only Poor's 420 million yuan, and the scale was only about 0.6%of the global market share.

Earlier, the U.S. government directly threw $ 52.7 billion and passed the "chip bill". The "Chip Act" lists some provisions that companies subsidized by the United States are prohibited from expanding production and investment in more advanced chips in mainland China. The deadline is 10 years. In addition, the US government will increase investment in relevant institutions and promote scientific research.

Renzhong Daoyuan's domestic EDA rise

The reporter from Beijing Commercial Daily checked the information and found that from the perspective of the development history of the domestic EDA software, since the 1980s and 1990s, Chinese companies have continued to enter the field of EDA software. Until 1993, Huada released the first domestic model in the nine days in China. EDA Software -Panda ICCAD system has achieved a breakthrough in domestic EDA from 0 to 1.

However, because the core technology of the entire chip industry chain has been monopolized by Western countries, the overseas EDA software giant is directly bound to chip design and manufacturers, resulting in foreign manufacturers do not adopt domestic EDA software, and domestic chip manufacturing levels still stay In the 14nm level, we cannot seek greater technological breakthroughs.

"If you design a 5nm chip product and use the world's top EDA software, the cost can be controlled at about $ 40 million, but if there is no EDA software support, then the cost to design a 5nm chip may be as high as $ 7.7 billion It is about 200 times the gap. "The relevant person in charge of a domestic CAD software company calculated a account to the Beijing Commercial Daily reporter.

"Once the United States is disconnected from EDA software, it will definitely affect the design capabilities of domestic chip companies in a short time, but domestic EDA software will rise completely." Kang Zhao, the person in charge of the operator Financial Network That is to quickly improve the level of domestic EDA software. This is not overcome, but that domestic companies must unite, and even Huawei Hisilicon and domestic universities have participated in to form alliances and develop together. This process will accelerate.

In the field of EDA software, domestic policy layout has also been fully launched. Like the "Fourteenth Five -Year Planning of the National Economic and Social Development of the People's Republic of China and the Outline of the 2035 Far View Target", it is clear that the integrated circuit is listed as the third place in the seven major technology frontier areas. The head of the circuit.

Chip free opportunities under pressure

At present, China is at a disadvantage in the three major fields of chips: logical chips, storage chips, and simulation chips. In the above three areas, American companies are undoubted leaders. If China wants to achieve self -sufficiency in the chip field, it is necessary to break through the US technical blockade and patented wall, and some dragons are inevitable.

But in the short term, the Chinese chip industry chain was under tremendous pressure. Comprehensive data from IC Insights and Chinese Customs, in 2020, the demand scale of the Chinese chip market is as high as US $ 143.4 billion; of which, all chip manufacturing companies (including foreign factories) in Mainland China can supply only 22.7 billion U.S. dollars. 15.9%. If the foreign chip factory is excluded, it only counts the production capacity of pure Chinese companies. In 2020, the capacity value of about 8.3 billion US dollars, the self -sufficient rate is only 5.9%. But under the pressure, China is not without a chance. Xu Yiqiang, an industrial observer, said that from a long -term development, the United States has maintained its sustainable advantage. The semiconductor industry requires a large number of talents, labor, energy, and logistics, but in these fields, the gap in the United States is large. In addition, China is the world's largest chip market. Each semiconductor manufacturer can make money in China. Because capital is profit -seeking, it is not easy for the United States to retrieve industrial dominance.

A study pointed out that if the United States wants to establish a complete industrial chain from upstream to downstream locally, the early investment requires at least $ 1 trillion. It has to be said that the $ 52.7 billion is only a spending of the entire industrial chain of the chip.

Since the ZTE and Huawei incidents, the domestic chip industry has been hot. For more than two years, there are more than 100,000 new chip companies in China. According to reports, in the past four quarters, 19 fastest -growing chip industry companies in the world have been from Mainland China.

In addition, the Yangtze River Delta region centered on Shanghai has become the largest chip base in China. All chip manufacturing processes from beginning to end will cover the market size of 100 billion yuan in 2025.

Xu Yiqiang said that the core of the chip's self -sufficiency lies in chip manufacturing and key equipment, cutting -edge materials and core processes. Only on the basis of the rise of the entire chip industry can China be self -sufficient to achieve thorough chip. The freedom of chip can not only make breakthroughs by point, and it needs to be planned and break through the situation.

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