2 1 Shi Ji Jing Ji Bao Dao·2025-11-15 10:09Core Insights - The semiconductor and integrated circuit industry is focusing on collaborative innovation across the entire supply chain to enhance self-innovation capabilities and core competitiveness in the global technology competition [1][7][8] - Shenzhen is positioning itself as a leader in the semiconductor market, leveraging its complete electronic information ecosystem and AI industry foundation to drive chip innovation and industrial upgrades [1][9][10] Industry Overview - The rise of the semiconductor industry is characterized by collaborative innovation across key areas such as design, manufacturing, materials, and equipment, as showcased at the recent high-tech fair [2] - The EDA (Electronic Design Automation) tools market, valued at over $10 billion, is crucial for the semiconductor manufacturing industry, which is worth hundreds of billions [2] - Domestic EDA market share is currently below 3%, dominated by international giants like Synopsys, Cadence, and Siemens EDA [2][3] Company Developments - Huada Jiutian has become the fourth largest EDA tool provider in China, with a comprehensive product line covering 80% of mainstream EDA design tools and achieving over 50% of the domestic EDA market [3] - The company has developed a full-custom design platform for EDA tools, with around 70 commercialized products [2][3] AI and Material Innovation - AI is being utilized to enhance advanced packaging materials, with efforts to create a closed-loop AI-driven platform for material design and testing [5] - The automotive sector presents significant opportunities for domestic chips, but also imposes high entry barriers due to stringent performance requirements [5][6] Market Trends - The domestic integrated circuit industry is entering a critical phase of breakthroughs and harvests, with strong performance in domestic equipment and materials [7][8] - The semiconductor industry is experiencing a shift in global competition dynamics, driven by advancements in AI technology [8][9] Future Projections - Shenzhen's semiconductor and integrated circuit industry is projected to reach a scale of 256.4 billion yuan in 2024, reflecting a year-on-year growth of 26.8% [10] - Continued rapid growth is expected in the first half of 2025, with an anticipated scale of 142.4 billion yuan, marking a 16.9% increase year-on-year [10]