Core Viewpoint - The U.S. government's restrictions on EDA tools from major suppliers like Siemens, Synopsys, and Cadence pose significant challenges for China's high-end chip design industry, particularly for advanced processes below 3nm [2][3]. Group 1: EDA Market Overview - EDA (Electronic Design Automation) is essential for chip design, covering the entire process from logic simulation to physical verification and layout design [3]. - The global EDA market is dominated by three major players: Synopsys, Cadence, and Siemens EDA, which together hold over 80% market share, while China's domestic market penetration is less than 12% [3]. - The cost of designing a 5nm chip using international tools is approximately $40 million, but without these tools, costs could soar to $7.7 billion, highlighting the critical role of EDA tools in chip design [3]. Group 2: Domestic EDA Companies - Huada Jiutian (301269.SZ) is a leader in analog circuit design, achieving a revenue of 1.01 billion yuan in 2023, a 26.6% year-on-year increase, and holds the largest market share among domestic companies [4][5]. - Gekun Electronics (688206.SH) specializes in device modeling and simulation, achieving international standards in SPICE simulation, with a revenue share of 30% from design-related EDA in 2023 [6]. - Guangli Micro (301095.SZ) focuses on yield analysis and manufacturing EDA, with over 80% of its business in testing equipment and a 34.3% year-on-year growth in software development and licensing in 2023 [7][8]. Group 3: Paths for Domestic EDA Breakthrough - Domestic EDA companies are pursuing three main strategies to overcome external restrictions: integrating AI with EDA tools, advancing Chiplet and packaging technologies, and fostering open-source ecosystems and international collaborations [10][11]. - Huada Jiutian has launched a 3DIC Chiplet design platform and is collaborating with Changjiang Electronics to develop domestic packaging EDA solutions [10]. - Companies like Gekun Electronics and Xinhua Zhang are working with international firms like Samsung and SK Hynix to mitigate technology isolation risks [12]. Group 4: Industry Outlook - The domestic EDA market is expected to exceed 20 billion yuan in the next three years, with an annual growth rate of 18.7%, potentially increasing the domestic market share to 25% by 2025 [13]. - Key technical focuses include integrating full-process platforms and developing independent PDKs in collaboration with major foundries like SMIC and Changjiang Storage [14][15]. - The education sector is responding to industry needs by establishing new "Integrated Circuit EDA" programs, aiming to train over 5,000 professionals annually [16].