Investment Rating - The report indicates a positive outlook for the semiconductor manufacturing EDA market, driven by the recovery of downstream demand and technological advancements [3][15]. Core Insights - The EDA industry is a critical foundation for integrated circuits and the global digital economy, with a strong push towards intelligent and efficient development due to technological revolutions [3][16]. - The semiconductor manufacturing EDA market is expected to grow significantly, particularly in China, where the growth rate is projected to exceed the global average due to geopolitical factors and emerging technologies [15][14]. - The establishment of virtual foundries and the adoption of digital twin technology are recognized as key trends for future development in the semiconductor industry [5][3]. Summary by Sections Part 1: Global and Chinese Semiconductor Manufacturing Status and Key Issues - The global semiconductor market is projected to rebound, with China's market growth expected to outpace global growth due to geopolitical influences and technological advancements [3][15]. - The semiconductor industry faces challenges such as reliance on imported high-end equipment and materials, insufficient R&D investment, and a lack of core technologies [4][25]. Part 2: Global and Chinese Manufacturing EDA Market Development Status - The global EDA software market was valued at approximately 3.37 billion by 2028 [45][42]. - The Chinese manufacturing EDA market is projected to grow at a CAGR of 21.2%, reaching approximately 4.22 billion yuan by 2028, driven by increasing domestic demand for semiconductors [49][46]. Part 3: Global and Chinese Virtual Foundry Development Status and Trends - The concept of virtual foundries, which utilize computer simulations and digital twin technology, is gaining traction as a means to optimize semiconductor manufacturing processes [5][3]. - The integration of digital twin technology is expected to significantly reduce trial-and-error costs in design and process optimization, making it a consensus for industry development [5][3]. Additional Insights - The EDA tools are categorized into manufacturing EDA and design EDA, with manufacturing EDA becoming increasingly important due to the complexity of semiconductor processes [27][32]. - The TCAD and OPC tools are critical for enhancing production efficiency and product yield, with TCAD expected to reach a market size of $570 million by 2028 [54][55]. - The report highlights the importance of local EDA firms in China to innovate and reduce dependency on foreign technologies, especially in light of recent export controls [49][60].
全球半导体制造类EDA行业白皮书
2024-10-10 23:23