Breaking the EDA software is the "opportunity" of the rise of domestic EDA software
Author:Connected dog Time:2022.08.21
Chip is widely used in important areas such as electronic products, new energy vehicles, communications, and artificial intelligence. Regarding development and data security. Moreover, chips are known as "grain of modern industry" and are the core technology of manufacturing. Whoever can take advantage of the global chip industry, whoever has the initiative.
To this end, Midea does not hesitate to destroy the foundation of the foundation of Western society, and launch a variety of malicious competition to us, and wants to block the rising channels of our industrial upgrading. It is true that in recent years, our semiconductor industry has developed rapidly and has formulated chip independent plans.
But we have always adhered to market rules, breaking through technology by our own efforts, and contributing to our own strength to the global chip industry. With this original intention, Huawei Hisilicon has become one of the top ten semiconductors in the world, and chip design has reached the world's top level. Excellent semiconductor companies such as SMIC, Ziguang, and Yangtze River have also sprung up.
However, under the blockade of the United States, the development of these semiconductor companies is more or less affected. For example, Hisilicon's unable to produce a Kirin chip, which leads to a significant reduction in revenue, has to rely on Huawei to transflate; the EUV photocront machine purchased by SMIC is deducted, resulting in a high -end process into a source of water and difficult to break through.
Objectively speaking, the impact of Midea's confession on us is still very great, so that many people have pessimistic emotions, thinking that we to break through semiconductor blockade may be a "impossible task". Now, Midea has introduced a new blockade plan to break our EDA software.
EDA software is known as the mother of the chip. It is a software specifically used to design chips. Although its share in the chip industry is not high, the importance is self -evident. It can leverage about $ 550 billion in market scale with a market size of 10 billion US dollars. Essence
If we can't even use EDA software, it will definitely be a fatal blow. Fortunately, Midea was lost. Its plan to limit us by disconnecting EDA software, but did not expect that such a confession did not have any impact on us. Moreover, this disconnection is still an excellent opportunity, and domestic EDA software will take the opportunity to rise.
First of all, the EDA software of the United States ban is mainly used in 3nm chip design. However, there is no high -end process technology in China that has not yet entered 7nm, and naturally there is no development of 3nm chips, which is imminent. Therefore, this time, beauty is still a furnishings in the short term.
Secondly, this blockade of Midea will only stimulate domestic manufacturers' determination to do EDA software. In the market, demand is determined. Now domestic chip design manufacturers are in danger because they have not disconnected supply, and the spring of domestic EDA software comes. For example, Jianjian Gong softly received 1.1 billion yuan in investment in June, and Xinhua Zhang has received an investment of over 1.2 billion yuan in the past few months. It can be seen that the market is very optimistic about the national EDA software market.
Finally, because of the US blockade EDA software, the long EDA software will usher in a period of rapid development. We say that EDA software, like the mobile phone operating system, requires a good ecology to survive and continue to develop high -quality development. However, in the past, domestic design manufacturers were accustomed to using overseas EDA software, which caused domestic production to do not play, let alone ecology.
But now, everything is gone. Many domestic semiconductor design companies have begun to use domestic EDA software. The connection between up and downstream is becoming more and more precise, which is conducive to creating good soil and keeping the EDA software ecology to continuously grow and improve.
Summary: Many high -tech fields, we urgently need to achieve breakthroughs and autonomy. But compared to smashing money, it is more important and more difficult to create a good industrial ecology. And the blockade of beauty is like applying pressure to the outside, forcing us to continue to move forward and take the initiative to build an ecology.
From this perspective, as long as we can be stable, the old beauty is undoubtedly moving the stones to smash our feet.
What you think about this, welcome to comment.
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