对话新凯来子公司：国产高端示波器如何突破西方封锁？

Core Viewpoint - The launch of the 90GHz ultra-high-speed real-time oscilloscope by Wanliyan marks a significant breakthrough in China's high-end electronic measurement instruments, breaking the long-standing technological blockade by foreign countries and providing crucial support for the development of next-generation communication, artificial intelligence, and aerospace technologies [1][3]. Group 1: Product Significance - The oscilloscope is described as the "crown jewel" of the electronic industry, essential for semiconductor research and development across the entire chain, including IP development, chip design, and packaging testing [3][4]. - The 90GHz bandwidth of the new oscilloscope represents a 500% improvement over previous domestic models, significantly narrowing the gap with the leading international oscilloscope, which has a bandwidth of 110GHz [5][8]. Group 2: Market Context and Challenges - The high-end oscilloscope market in China has been constrained by Western export controls, with devices over 60GHz being banned from entering China, leading to a significant performance gap between domestic and foreign products [4][7]. - The development of high-end ADC chips, crucial for the oscilloscope's performance, has been dominated by a few American companies, and strict export controls have hindered China's ability to produce competitive high-end measurement instruments [8][9]. Group 3: Company Background and Strategy - Wanliyan, established in September 2023, is a subsidiary of Xinkailai, with a focus on addressing the "bottleneck" issues in high-end electronic measurement instruments [11][12]. - The company has a strong R&D team, with approximately 80% of its over 600 employees dedicated to research and development, aiming to solve critical technological challenges [11][12]. Group 4: Customer Adoption and Future Outlook - Wanliyan has already secured clients such as Huawei and Shanghai Jiao Tong University, indicating a growing acceptance of its products in the market [13][14]. - The company aims to not only replace foreign products but also to innovate and advance the technology in the measurement instrument market, which is projected to grow to $660 million by 2025 [14].