分析一下全球芯片产业链，看看中国到底厉不厉害？

Core Insights - The article discusses the current state of the semiconductor industry in China, highlighting its strengths and weaknesses across the entire supply chain [1][18]. Upstream Sector - The EDA/IP segment is dominated by American companies, which hold over 80% of the global market share, while China's share is less than 10% [3][5]. - In the EDA field, the top three companies (Synopsys, Cadence, Siemens EDA) account for over 80% of the market, indicating a significant gap for China [5]. - Semiconductor materials, crucial for chip manufacturing, are primarily controlled by Japan, which holds around 60% of the market, with China accounting for less than 20% [7]. - The semiconductor equipment market is also dominated by the US, Japan, and the Netherlands, with only one Chinese company, North Huachuang, ranking seventh globally [7][10]. Midstream Sector - In the design segment, American companies dominate, with six out of the top ten IC design firms being American, while only one Chinese company, OmniVision, holds a mere 1% market share [10][12]. - China's semiconductor manufacturing capacity is relatively high at over 20%, which is more than double that of the US, but the technology is several generations behind [13]. - In the packaging and testing segment, China performs well, with four out of the top ten global packaging and testing companies being Chinese, capturing over 25% of the market [16]. Downstream Sector - The overall chip market share for China is only 4.5%, while the US holds a dominant 50.4% share, indicating a heavy reliance on imported chips [15][18].