新凯来“C位出道”，子公司重大突破！国产半导体设备集体突围

Core Insights - New Kylin's subsidiaries showcased significant advancements in high-speed oscilloscopes and domestic EDA software at the 2025 Bay Area Semiconductor Industry Expo, rather than presenting new lithography machines [1][2][3] - The domestic semiconductor equipment market is experiencing a "group-style breakthrough," with companies adopting multi-product line strategies to enhance market share and accelerate the localization of semiconductor equipment [1][6] Product Highlights - New Kylin's subsidiary Wanliyan introduced a new generation of high-speed real-time oscilloscopes with a bandwidth exceeding 90GHz, marking a major breakthrough in the industry [3][4] - The oscilloscope is crucial for performance evaluation in semiconductor manufacturing, particularly after chip packaging [4][5] - Another subsidiary, Qiyunfang, launched two domestically developed EDA design software products, filling a gap in high-end electronic design software technology in China [5][6] Market Dynamics - The domestic oscilloscope market is currently dominated by international brands, with imports accounting for over 85% from 2020 to 2024, but this is expected to decrease as domestic production increases [3][5] - The EDA market in China has a low localization rate of 17.61% in 2023, projected to rise to 18.52% in 2024, indicating growth potential for domestic EDA solutions [5][6] Industry Trends - The semiconductor industry is witnessing a collaborative approach among companies to break the "systemic monopoly" of foreign equipment by promoting the compatibility of domestically produced devices [7][9] - Cities like Shenzhen are investing heavily in semiconductor manufacturing projects, enhancing local capabilities and attracting design companies back to the region [8][9] - The global semiconductor market is projected to reach $343.25 billion in the first half of 2025, with a year-on-year growth of 19.4%, driven by increasing domestic demand and government support [9]