半导体产业批量“上新”：新凯来之外，汇川、润鹏等集中亮相

Core Insights - The 2025 Bay Area Semiconductor Industry Ecosystem Expo showcased numerous new technologies and products from semiconductor companies, highlighting Shenzhen's innovation and competitiveness in the integrated circuit and semiconductor sectors [1][9]. Product Launches - New products were prominently featured, including a new generation of ultra-high-speed real-time oscilloscopes with a bandwidth exceeding 90GHz from Wanlian, which is a significant advancement compared to previous domestic offerings that ranged from 8GHz to 18GHz [1][2]. - Qiyunfang, a subsidiary of Xinkailai, launched two domestically developed EDA software products, which have been adopted by over 20,000 engineers, showing a 30% performance improvement over industry benchmarks and a 40% reduction in hardware development cycles [3]. - Huichuan Technology introduced the "Yuwu" intelligent electrical design software platform, which integrates IT and OT layers, achieving a 50% reduction in mechanical design costs and a 60% reduction in electrical debugging time [4]. Industry Growth and Trends - The rapid development of the semiconductor industry in Shenzhen is reflected in the significant number of new product launches at the expo, indicating a dual leap in scale and quality within the industry [9]. - Shenzhen's semiconductor and integrated circuit industry is projected to reach a scale of 256.4 billion yuan in 2024, marking a year-on-year growth of 26.8%, with the first half of 2025 showing a scale of 142.4 billion yuan, up 16.9% year-on-year [11]. - The industry structure is becoming more balanced, with significant growth in manufacturing, packaging, and equipment sectors, all doubling in scale compared to 2020 [11]. Policy and Support - Shenzhen has implemented strong support measures for the semiconductor and integrated circuit industry, including a 5 billion yuan investment fund and various policies aimed at enhancing core competitiveness and promoting innovation [11][12]. - The establishment of a public service platform for semiconductor micro-nano processing and testing fills a gap in the upstream chip service platform in Shenzhen, enhancing the region's capabilities in the semiconductor field [12].