EMPYREAN(SZ:301269)2023-05-12 12:16Group 1: Company Overview and Product Development - The company has developed over 60 types of EDA core tools, with more than 30 types commercialized, covering mainstream EDA tools [1] - Future development plans focus on three areas: completing the product line, enhancing support for advanced processes (5nm and 7nm), and driving product innovation and optimization [1] Group 2: Market Demand and Performance - The domestic EDA market is experiencing growth, with increasing adoption of domestic EDA products by integrated circuit design companies and wafer manufacturers [2] - In Q1 2023, the company achieved revenue of approximately 160 million, a year-on-year increase of about 65%, and a net profit of approximately 21.15 million, up about 102% [2] Group 3: Industry Collaboration and Talent Development - The company emphasizes collaboration with upstream and downstream partners in the industry chain to promote EDA ecosystem development [3] - In 2022, the company focused on talent cultivation through joint training programs and participation in industry competitions [3] Group 4: R&D Investment and Future Growth - The company maintains a high level of R&D investment, with expenses of approximately 304.55 million in 2021 and 486.65 million in 2022, representing about 53% and 61% of revenue, respectively [3] - As of December 31, 2022, the company had 552 R&D personnel, accounting for 76% of total employees, primarily with graduate degrees [3] Group 5: Competitive Advantages of Full-Process Tools - Full-process tool systems enhance market competitiveness and provide better data compatibility and cost efficiency compared to using point tools from multiple EDA vendors [3]