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The United States has imposed a blockade on Huawei in many technical fields, and Huawei is not allowed to obtain advanced software and hardware technology products in the United States. Therefore, Huawei can only rely on independent research and development and cooperate with domestic manufacturers to break the situation together.
For example, in the field of chip design, Huawei announced that EDA companies in the United Nations will jointly build the required EDA tools above 14nm. It seems that the US blockade of Huawei's EDA has failed, and the "backers" behind Huawei seem to have surfaced.
The chip industry is roughly divided into three links, namely chip design, manufacturing, packaging and testing. Among them, chip design is the most upstream industry, which can be said to be the source of the industry.
If there is no chip design, there will be no follow-up manufacturing, packaging and testing. Compared with manufacturing, the difficulty of chip design will be lower, so most domestic manufacturers have laid out the design link. But it is not easy to gain a foothold and achieve something, the most important thing is to solve the problem of EDA industrial software.
EDA is known as the "mother of chips", as an industrial software for electronic design automation, every chip design company is inseparable from EDA. However, the domestic EDA market share has long been monopolized by Synopsys, Kaideng Electronics, and Siemens, and whether it can obtain advanced technology support depends on the will of the other party.
The United States has blocked Huawei's access to EDA technology from U.S. companies, and high-end EDA technology for 3nm GAA architecture has also been restricted.
The purpose of the United States is self-evident, that is, to blockade from the source. Without the support of EDA software, the chip cannot be designed.
Huawei's HiSilicon semiconductor division is the world's leading chip design department, so it is urgent to solve the problem of EDA. Fortunately, Huawei has made a key breakthrough and taken an important step.
According to Xu Zhijun, Huawei's rotating chairman, "Huawei's chip design EDA tool team and EDA companies in the United Nations have jointly created the required EDA processes for 14nm and above, which have basically achieved localization and will be fully verified this year. ”
Although 14nm is not the most advanced process, it can meet more than 80% of the chip design needs for the current domestic demand, and there is not much problem in maintaining most of the business needs of Huawei and domestic manufacturers.
Moreover, the EDA industrial software of the 14nm process is estimated to be just the beginning, and in the future, as Huawei invests more scientific research strength, and the United Nations enterprises make progress together, it is also possible to break through higher processes.
Huawei's ability to conquer 14nm EDA actually depends not only on its own strength, Xu Zhijun's "EDA enterprises in the United Nations" may be the backer to break through the blockade, and this backer seems to have surfaced.
The official did not announce which companies are jointly conquering EDA with Huawei, but some people have set their sights on Huada Jiutian.
Asked on the investor interactive platform whether it has conducted joint development with Huawei, BGI Jiutian said: "It has established good business cooperation with major domestic integrated circuit design enterprises and wafer manufacturing enterprises. ”
Similarly, BGI did not announce specific cooperative companies and did not answer investors' questions positively. In fact, it can also be understood that the enterprises involved in joint development generally have special nature, and will not easily disclose the identity of collaborators, which is a normal thing in the industrial chain.
But what needs to be known is that BGI Jiutian is the largest EDA company in China and the first EDA stock in China. BGI has one-stop wafer manufacturing service capabilities, which can provide customized EDA platforms for integrated circuit designers and manufacturers. Among them, the performance of layout and mask data processing software ranks first in the world.
BGI's main products include EDA tool systems such as analog circuits, digital circuits and flat panel display circuits, of course, the most important thing is the integrated circuits that everyone pays more attention to. If Huawei conquers 14nm EDA industrial software in the United Nations, BGI Nine Days is very likely to participate in it.
Since Huawei and BGI Jiutian have not disclosed whether they have cooperated, it is not convenient to speculate too much. Before the official announcement, it is necessary to have a rigorous, objective and realistic attitude.
However, it can be confirmed that Huawei and BGI Jiutian are continuously contributing to the domestic EDA industry, consolidating the industry foundation, enriching the ecological field, and bringing more help to domestic chip design manufacturers.
Huawei's role in the software industry has shifted from consumer to supplier, and it has developed 11 product development tools with partners, including PCBs, CAD, and other products, to deeply lay out the underlying root technologies of the software industry.
So far, 203 companies are willing to pay to use Huawei's tools, and 200,000 software developers have benefited from this. EDA industrial software is only part of it, and on a larger level, Huawei is helping the rise of the domestic software ecosystem.
Just like creating the Hongmeng operating system, it is not only for their own use, but also to help the domestic operating system make greater progress.
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