电子行业周报：EDA限制升级，国产替代加速-20250610

Investment Rating - The report rates the electronic industry as "stronger than the market" [1] Core Insights - The EDA (Electronic Design Automation) sector is experiencing accelerated domestic substitution due to U.S. restrictions on EDA exports to China, which is seen as a bottleneck for the rapid development of China's technology industry [5][8] - The global EDA market is projected to grow steadily, with a compound annual growth rate (CAGR) of 8.87% from 2019 to 2024, reaching a market size of approximately $15.71 billion in 2024, reflecting a year-on-year increase of 8.1% [3][10] - Domestic EDA companies are rapidly increasing their market share, with a growth rate of 13.3% in China, indicating significant potential for domestic substitution [3][10] Summary by Sections EDA Market Overview - The global EDA market is expected to reach $15.71 billion in 2024, with a CAGR of 8.87% from 2019 to 2024 [3][10] - The top three EDA companies (Synopsys, Cadence, Siemens) hold a combined market share of 74% [10][23] - The Chinese EDA market is projected to grow to 135.9 billion yuan in 2024, with a market growth rate of 13.3% [10][26] Domestic EDA Development - Domestic EDA companies like Huada Jiutian, Gai Lun Electronics, and Guangli Microelectronics are focusing on full-process EDA tool development, indicating a shift towards self-sufficiency [5][35] - The domestic EDA market is characterized by a significant growth rate of 20.4% for local companies, compared to 8.4% for international counterparts [11][32] Industry Dynamics - The EDA sector is crucial for the semiconductor industry, with increasing demand for precision and functionality in chip design tools [11][32] - The report highlights the importance of advanced packaging technology and efficient design tools, which dominate the EDA market structure [10][28] Recent Developments - Broadcom reported a record revenue of $15 billion in Q2 2025, driven by strong demand for AI-related products, indicating a robust market for semiconductor solutions [41] - AMD's acquisition of Untether AI's team is expected to enhance its capabilities in AI chip technology, reflecting ongoing innovation in the semiconductor space [43][44]