实探｜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 Viewpoint - New Kylin's recent exhibition at the 2025 Bay Area Semiconductor Industry Eco-Expo showcased its subsidiaries' innovations, particularly in high-speed oscilloscopes and domestic EDA software, rather than the anticipated lithography machines [1][2]. Group 1: New Product Launches - New Kylin's subsidiary Wanliyan introduced a new generation of high-speed real-time oscilloscopes with a bandwidth exceeding 90GHz, marking a significant breakthrough in the industry [3]. - The oscilloscope is positioned as a critical tool in semiconductor, 6G communication, optical communication, and intelligent driving sectors, with a projected domestic market size of $650 million by 2025 [3][4]. - Another subsidiary, Qiyunfang, launched two domestically developed EDA design software products, filling a gap in high-end electronic design software technology in China [4][5]. Group 2: Market Dynamics - The Chinese semiconductor equipment market is experiencing a "group-style breakthrough," with companies adopting multi-product line strategies to enhance market share and accelerate domestic substitution of foreign equipment [1][6]. - The domestic EDA market has historically been dominated by foreign companies, but the introduction of domestic solutions is expected to increase the domestic EDA market share from 17.61% in 2023 to 18.52% in 2024 [5]. Group 3: Industry Trends - The semiconductor industry is witnessing a shift towards domestic equipment as companies aim to break the "systemic monopoly" of foreign devices by ensuring compatibility among various domestic equipment [7][9]. - The overall semiconductor market is projected to reach $343.25 billion in the first half of 2025, reflecting a year-on-year growth of 19.4%, driven by increased government support and investment in the semiconductor sector [9].