Break the market monopoly pattern! EDA leader Company Wanlun Electronics is about to land on the Science and Technology Innovation Board

Jiwei Network reported that EDA is known as the "pyramid tip" technology of the semiconductor industry and is an indispensable support tool for the integrated circuit industry, but for a long time, the market has been monopolized by three international giant enterprises of Synopsys Technology, Sonorous Electronics and Siemens, resulting in EDA becoming the most dependent part of the domestic semiconductor industry.

In the case of increasingly complex international trade environment, the domestic EDA independent controllable voice is high, domestic manufacturers usher in great development opportunities, along with the semiconductor industry continues to develop new processes and new applications, the domestic EDA manufacturers represented by Wanlun Electronics have gradually broken through in their respective advantageous fields and won market recognition.

As a leading enterprise of domestic EDA, Unilun Electronics officially launched the IPO process on December 8, and is expected to become the "first EDA share" in the A-share capital market.

The core technology builds a "moat" and grows together with top customers

Jiwei network learned from the industry that unlike most markets, in the EDA market, price is not the main consideration, customers have very strict requirements for technology and products, only with absolute technical advantages, the product to the forefront of the industry, it is possible to get especially the recognition of high-end customers.

In the face of a highly monopolistic and demanding market, since its inception in 2010, the founding team of Weilun Electronics has carried out forward-looking technology research and development and product layout under the guidance of the concept of "Yield-Oriented Design (DFY) to Enhance the Competitiveness of Integrated Circuit Design and Manufacturing", and has further evolved into a new "Design-Process Collaborative Optimization (DTCO)" methodology after years of accumulation.

Focusing on the DTCO methodology, Quanlun Electronics first made key breakthroughs in the key aspects of device modeling and circuit simulation and verification of the manufacturing and design of two major integrated circuits, mastered the core technology of EDA with international market competitiveness and independent control, formed a key tool, and can support advanced process nodes such as 7nm/5nm/3nm and various semiconductor process routes such as FinFET and FD-SOI, and built a high technical barrier. And developed into one of the few domestic EDA enterprises with strong competitiveness in the international market.

In terms of manufacturing EDA tools, The device modeling EDA tools of Universal Electronics have become internationally renowned EDA tools, which have formed a relatively stable market position in the world and have also won the luxury customer camp, including TSMC, Samsung Electronics, UMC, GF, SMIC and other top ten wafer foundries in the world.

As a core key tool in the field of integrated circuit manufacturing, The device modeling EDA tool of Universal Electronics can support the world's top foundries to continue to develop advanced process nodes for many years, and promote the continuous evolution of Moore's Law to 7nm/5nm/3nm, which is enough to prove its technical strength.

In terms of designing EDA tools, EDA tools for circuit simulation and verification have achieved strong competitive advantages in the field of global memory chips, and have successfully broken the monopoly pattern of the market, and have been widely used by the world's top three memory chip manufacturers, including Samsung Electronics, SK Hynix, and Micron Technology.

As the core key tool in the field of integrated circuit design, The circuit simulation and verification EDA tool of Qiulun Electronics can support leading memory manufacturers at home and abroad such as Samsung Electronics, SK Hynix, Micron Technology, Changxin Storage and other leading memory manufacturers at home and abroad for many years to continue to develop advanced memory chips, and promote DRAM to 1xnm (16-19nm), 1ynm (14-16nm), 1znm (12-14nm) and other advanced process node evolution and NAND Flash continues to evolve to stack processes such as 64L, 92L, 136L and even more advanced 176L with higher density and higher speed.

The above-mentioned head customers have strict requirements for technology leadership, product performance and quality, and can grow together with the world's top semiconductor manufacturers, for ULUN Electronics, it can not only promote the company's technology iteration to maintain technological advancement, provide a window for the company's new technologies and new products to land, but also provide a continuous guarantee for the future performance of Ulun Electronics.

Independent research and development + investment and mergers and acquisitions, to create EDA leader enterprises

In recent years, driven by the demand for emerging applications such as 5G, Internet of Things, artificial intelligence, cloud computing, and automotive electronics, the global integrated circuit industry market size has continued to expand. As an indispensable support tool for the design and manufacture of integrated circuits, EDA has also expanded its market capacity. According to SEMI statistics, the global EDA market size in 2020 was 11.467 billion US dollars, an increase of 11.63% year-on-year.

Obviously, as a leader in the EDA industry, Company Electronics will also fully benefit from this.

In order to consolidate its position in the industry and continue to promote the speech of advanced technology nodes, Shulun Electronics intends to raise 1.210 billion yuan in public offerings for investment in modeling and simulation system upgrade construction projects, design process collaborative optimization and storage EDA process solution construction projects, R&D center construction projects, strategic investment and M&A integration projects, and supplementary working capital.

Among them, the investment modeling and simulation system upgrade construction project is to upgrade and iterate on the basis of the company's existing technologies and products, in order to continue to maintain the company's leading edge in the field of device modeling and circuit simulation, and further improve international competitiveness.

On the basis of the existing DTCO methodology and process innovation exploration results, the EDA process solution construction project of EILUN Electronics will further improve the research and development of DTCO platform construction and related EDA tools, and add key EDA tools for other process platforms to develop EDA tools, circuit analysis EDA tools and other key links.

At the same time, Welun Electronics will continue to strengthen the depth and breadth of cooperation with leading customers in the field of memory chips, and research and develop the whole process design platform for memory chips and its related EDA tools for the design and manufacturing requirements of complex memory chips.

In order to continue to expand the market scale that the company can cover, According to its own strategic layout, Welun Electronics will also prospectively develop other types of circuit simulation and verification engines, semiconductor device characteristic test core modules and other EDA basic technologies, so as to create a solid foundation for the company's subsequent technology development, new EDA tool development and EDA process.

In addition to independent research and development, Qiulun Electronics will also carry out epitaxial development through mergers and acquisitions at home and abroad, accelerate its own technological upgrading, continuously enrich core technologies, and expand the company's coverage.

As early as 2019, Company Electronics completed the acquisition and successful integration of Boda micro, and acquired a 100% stake in South Korean EDA company Entrasys in June 2021. Subsequently, Through strategic investment, mergers and acquisitions, etc., Welun Electronics intends to integrate high-quality targets in the industry, integrate domestic and foreign professional technology and talent resources, accelerate industrial layout, extend the industrial chain, promote the effective coordination of industrial resources, and create a complete industry ecosystem.

Driven by the broad market demand, With its highly innovative EDA tools, Welun Electronics helps the industry's top customers to continuously evolve to more advanced process nodes, and continues to expand the company's coverage through epitaxial development, which will surely seize the opportunities of the development of the semiconductor industry and expand the company's market share.

Regarding the future development strategy, Company Electronics will focus on the strategic layout of technology and products around the collaborative optimization of process and design, and provide customers with EDA products and solutions that have been widely verified and used by the world's leading integrated circuit design and manufacturing enterprises for a long time for accelerating the development of advanced process nodes in the integrated circuit industry and the potential of mature process nodes.