从新凯来看“中国芯”突围，深圳如何构建“芯”生态？

Core Insights - The 2025 Bay Area Semiconductor Industry Ecological Expo showcased significant advancements by the company New Kailai, particularly in domestic electronic design automation (EDA) software and high-speed oscilloscopes, marking a pivotal moment for China's semiconductor industry [1][2][4]. Group 1: Product Innovations - New Kailai's subsidiary, Qiyunfang, launched a domestic EDA design software that enhances performance by approximately 30% compared to industry benchmarks, reduces hardware development cycles by 40%, and increases the success rate of intelligent design by 30% [2][3]. - Another subsidiary, Wanliyan, introduced a new 90GHz high-speed real-time oscilloscope, which is the highest bandwidth oscilloscope available in China, achieving a performance increase of 500% over previous domestic models [3][4]. Group 2: Market Context - The launch of these products signifies a critical shift in the semiconductor equipment landscape, as New Kailai's innovations address long-standing dependencies on foreign technology, particularly in high-end testing and design software [2][4]. - The domestic product replacement rate is currently between 70% and 80%, indicating a strong trend towards self-sufficiency in the semiconductor sector, although challenges remain in high-end equipment like lithography machines [5][8]. Group 3: Ecosystem Development - Shenzhen's government plays a crucial role in fostering a supportive environment for semiconductor innovation through substantial financial investments and policy measures aimed at enhancing core competitiveness [7][8]. - The expo highlighted a collaborative ecosystem where companies are increasingly focusing on partnerships and integrated solutions, moving away from isolated development to a more interconnected approach [6][7]. Group 4: Future Outlook - The semiconductor industry in Shenzhen is projected to reach a scale of 2,564 billion yuan by 2024, with a year-on-year growth of 26.8%, reflecting the rapid expansion and maturation of the sector [8]. - The emphasis on building a comprehensive ecosystem, including research, validation, and production, is expected to drive further advancements in China's semiconductor capabilities [8].