Yesterday, the first domestic EDA stock of Guanglun Electronics landed on the Shanghai Stock Exchange Science and Technology Innovation Board at an issue price of 28.28 yuan / share, because EDA is too hot, but also received too much attention, so yesterday rose 50% +, the highest market value of more than 20 billion, there are currently more than 17 billion yuan or so.
Maybe more than 17 billion yuan does not seem like much, but consider that at the end of 2020, There are only 167 employees in Guilun Electronics, which is equivalent to 1 employee corresponding to a market value of more than 100 million.
In fact, not talking about market capitalization, only talking about business overview electronics is also very cattle, the most enjoyable at home is that the world's nine major fabs, three major storage giants are using his EDA software.
For example, TSMC, Samsung, SMIC, Lianxin these major wafer foundry giants all use the products of Universal Electronics, as well as Samsung, SK Hynix, Micron these three major memory chip giants also use its EDA software, you can imagine how good he really is, can do this, the current domestic EDA manufacturers are only this one, the world is also 4, the other three are Synopsys (Synopsys Technology), Cadence (Kaiden Electronics), Siemens EDA these three giants.
Also because of the EDA software of Ulun Electronics, it has entered the world's 9 major wafer foundry giants and 3 major memory chip giants, so the revenue of Ulun Electronics also mainly depends on overseas markets.
According to the data of 2020, the revenue of 2020 is 137 million yuan, of which the overseas revenue is 72.95 million yuan, accounting for 53%. In the first half of 2021, this proportion is as high as 70%, which is also the highest proportion of overseas revenue among all domestic EDA manufacturers, like Huawei's overseas income of only about 7%.
From the perspective of the EDA supported process, the relevant EDA technology independently developed by EILUN Electronics can support advanced process nodes such as 7nm/5nm/3nm and various semiconductor process routes such as FinFET and FD-SOI, and its links cover design, manufacturing, process platform development, etc.
From the perspective of process nodes, the technology of Qiulun Electronics has also reached the world's first-class level, and it is at the same level as the other three giants.
But to be honest, although the performance of ULUN Electronics is very powerful, but if in the global point of view, the market share is still quite small, basically can be ignored, because in 2020, the global EDA market size is 11.467 billion US dollars, and the annual revenue of Ulun Electronics is only 137 million, but with this listing, funds have been raised, plus the current products have been used by TSMC, Samsung and other manufacturers, with a certain foundation, the future prospects are still expected, do you think?