{"slug":"siemens-eda","name":"Siemens EDA","name_en":"Siemens EDA","ticker":null,"updated_at":"2026-06-21T15:34:59.305+00:00","canonical":"https://valuechain.wiki/siemens-eda","kicker":"EDA 3위 · 물리검증 Calibre","kicker_en":"#3 EDA · Calibre signoff","lead":"EDA 점유율 3위(~13%). 멘토그래픽스(2017 Siemens 인수 $4.5B) 기반. Calibre 물리검증(DRC/LVS) 사인오프가 TSMC·삼성·인텔 등 전 첨단 파운드리의 사실상 표준(85%+ 점유)이라, 시장 3위와 무관하게 모든 첨단 칩이 반드시 거쳐간다. Tessent(DFT)·Questa(검증)도 강세. Siemens Digital Industries Software 소속(비상장).","lead_en":"#3 in EDA share (~13%). Built on Mentor Graphics (acquired by Siemens 2017, $4.5B). Its Calibre physical-verification (DRC/LVS) signoff is the de-facto standard specified by TSMC, Samsung and Intel (85%+ share), so every advanced chip passes through it regardless of overall rank. Tessent (DFT) and Questa (verification) are also strong. Part of Siemens Digital Industries Software (not separately listed).","segments":{"parts":[{"name":"Calibre 물리검증"},{"name":"Tessent DFT"},{"name":"Questa 검증"}],"total":"EDA 시장 ~13%(3위)","private":true,"concentration":"Calibre 사인오프 85%+. 전 파운드리·설계사 고객."},"segments_en":{"parts":[{"name":"Calibre signoff"},{"name":"Tessent DFT"},{"name":"Questa verification"}],"total":"~13% of EDA (#3)","private":true,"concentration":"Calibre signoff 85%+; all foundries and designers."},"returns_yearly":null,"return_asof":null,"value_chain":{"leading":[{"slug":"sk-hynix","name":"SK하이닉스","name_en":"SK hynix","tier":3,"returns_yearly":{"2021":-0.4,"2022":-25.6,"2023":53.9,"2024":48.6,"2025":361.1,"2026":204.7}},{"slug":"samsung-electronics","name":"삼성전자","name_en":"Samsung 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Labs","name_en":"Astera Labs","tier":2,"returns_yearly":{"2025":25.6,"2026":150.7}},{"slug":"credo","name":"크레도","name_en":"Credo Technology","tier":2,"returns_yearly":{"2023":46.3,"2024":245.2,"2025":114.1,"2026":88.9}},{"slug":"texas-instruments","name":"텍사스인스트루먼트","name_en":"Texas Instruments","tier":2,"returns_yearly":{"2021":17.5,"2022":-9.9,"2023":6.4,"2024":13.1,"2025":-4.5,"2026":88.3}},{"slug":"global-unichip","name":"Global Unichip","name_en":"Global Unichip","tier":2,"returns_yearly":{"2021":21.4,"2022":67.6,"2023":99.4,"2024":-13.7,"2025":101.4,"2026":86.3}},{"slug":"renesas","name":"르네사스","name_en":"Renesas Electronics","tier":2,"returns_yearly":{"2021":8.2,"2022":2.4,"2023":88,"2024":-13.6,"2025":23.8,"2026":83.8}},{"slug":"nxp","name":"NXP반도체","name_en":"NXP Semiconductors","tier":2,"returns_yearly":{"2021":44.8,"2022":-29.4,"2023":48.4,"2024":-8,"2025":6.4,"2026":45.7}},{"slug":"alchip","name":"알칩","name_en":"Alchip Technologies","tier":2,"returns_yearly":{"2021":14.3,"2022":-8.7,"2023":365.1,"2024":-18.9,"2025":0.8,"2026":40.2}},{"slug":"qualcomm","name":"Qualcomm","name_en":"Qualcomm","tier":2,"returns_yearly":{"2021":22.3,"2022":-38.4,"2023":35.1,"2024":7.7,"2025":13.9,"2026":34.2}},{"slug":"broadcom","name":"Broadcom","name_en":"Broadcom","tier":2,"returns_yearly":{"2021":56.8,"2022":-13.4,"2023":104.9,"2024":110.9,"2025":50.7,"2026":19.3}},{"slug":"nvidia","name":"NVIDIA","name_en":"NVIDIA","tier":2,"returns_yearly":{"2021":125.5,"2022":-50.3,"2023":239,"2024":171.3,"2025":38.9,"2026":13.1}},{"slug":"apple","name":"Apple","name_en":"Apple","tier":2,"returns_yearly":{"2021":34.6,"2022":-26.4,"2023":49,"2024":30.7,"2025":9.1,"2026":9.8}},{"slug":"sony-semiconductor","name":"소니 반도체","name_en":"Sony Semiconductor Solutions","tier":2,"returns_yearly":{"2021":27.2,"2022":-8.4,"2023":27.8,"2024":17.9,"2025":1,"2026":-8.7}},{"slug":"arm","name":"Arm Holdings","name_en":"Arm Holdings","tier":1,"returns_yearly":{"2024":64.2,"2025":-11.4,"2026":302}},{"slug":"umc","name":"UMC","name_en":"United Microelectronics (UMC)","tier":1,"returns_yearly":{"2021":43.2,"2022":-40.3,"2023":39.2,"2024":-19,"2025":28.8,"2026":206.4}},{"slug":"globalfoundries","name":"글로벌파운드리","name_en":"GlobalFoundries","tier":1,"returns_yearly":{"2022":-17.1,"2023":12.5,"2024":-29.2,"2025":-18.6,"2026":145.8}},{"slug":"tsmc","name":"TSMC","name_en":"TSMC","tier":1,"returns_yearly":{"2021":12.1,"2022":-36.8,"2023":42.5,"2024":92.9,"2025":56,"2026":53.3}},{"slug":"smic","name":"SMIC","name_en":"SMIC","tier":1,"returns_yearly":{"2021":-29.6,"2022":-7.4,"2023":-18.3,"2024":169.9,"2025":98.4,"2026":1.5}}],"benefiting":[],"analysis":"지멘스 EDA는 비상장(Siemens 소속)이라 독립 주가는 없지만, 시놉시스·케이던스와 함께 EDA 과점 3축이다. 특히 Calibre 물리검증은 TSMC·삼성·인텔이 테이프아웃 사인오프로 지정하는 사실상 표준(85%+)이라, 점유율 3위(~13%)와 무관하게 모든 첨단 칩이 반드시 거쳐가는 길목이다. 수익률로 직접 검증할 순 없으나, 구독·필수재라 사이클에 둔감한 구조는 시놉시스·케이던스 주가 패턴과 동일하다.","analysis_en":"Siemens EDA is not separately listed (part of Siemens), so it has no standalone stock return, but with Synopsys and Cadence it is the third pillar of the EDA oligopoly. Its Calibre physical verification is the de-facto tape-out signoff standard at TSMC, Samsung and Intel (85%+), so every advanced chip must pass through it regardless of its #3 overall share. It cannot be validated via returns directly, but its subscription/essential-good structure, insensitive to the cycle, matches the Synopsys and Cadence share-price pattern.","analysis_asof":null},"edges":[{"direction":"revenue","counterparty":"TSMC","counterparty_slug":"tsmc","confidence":"high","metric":null,"note":"TSMC에 EDA 툴 공급.","note_en":"Supplies EDA tools to tsmc.","sources":[{"stance":"confirms","publisher":"SemiWiki","publisher_en":"SemiWiki","kind":"research","lang":"en","published_at":"2025-06-01","url":"https://semiwiki.com/wikis/company-wikis/mentor-graphics-wiki/","title":"Siemens EDA(멘토그래픽스) 위키","title_en":"Siemens EDA (Mentor Graphics) wiki","excerpt":"TSMC가 Calibre 물리검증을 테이프아웃 사인오프로 지정·라이선스.","excerpt_en":"tsmc specifies and licenses Calibre physical verification for tape-out signoff."},{"stance":"confirms","publisher":"Siemens","publisher_en":"Siemens","kind":"ir","lang":"en","published_at":"2025-01-01","url":"https://eda.sw.siemens.com/en-US/ic/calibre-design/physical-verification/","title":"Siemens Calibre 물리검증","title_en":"Siemens Calibre physical verification","excerpt":"TSMC가 Calibre 물리검증을 테이프아웃 사인오프로 지정·라이선스.","excerpt_en":"tsmc specifies and licenses Calibre physical verification for tape-out signoff."}]},{"direction":"revenue","counterparty":"삼성전자","counterparty_slug":"samsung-electronics","confidence":"high","metric":null,"note":"삼성전자에 EDA 툴 공급.","note_en":"Supplies EDA tools to samsung-electronics.","sources":[{"stance":"confirms","publisher":"SemiWiki","publisher_en":"SemiWiki","kind":"research","lang":"en","published_at":"2025-06-01","url":"https://semiwiki.com/wikis/company-wikis/mentor-graphics-wiki/","title":"Siemens EDA(멘토그래픽스) 위키","title_en":"Siemens EDA (Mentor Graphics) wiki","excerpt":"삼성전자가 Calibre 물리검증을 테이프아웃 사인오프로 지정·라이선스.","excerpt_en":"samsung-electronics specifies and licenses Calibre physical verification for tape-out signoff."},{"stance":"confirms","publisher":"Siemens","publisher_en":"Siemens","kind":"ir","lang":"en","published_at":"2025-01-01","url":"https://eda.sw.siemens.com/en-US/ic/calibre-design/physical-verification/","title":"Siemens Calibre 물리검증","title_en":"Siemens Calibre physical verification","excerpt":"삼성전자가 Calibre 물리검증을 테이프아웃 사인오프로 지정·라이선스.","excerpt_en":"samsung-electronics specifies and licenses Calibre physical verification for tape-out signoff."}]},{"direction":"revenue","counterparty":"Intel","counterparty_slug":"intel","confidence":"high","metric":null,"note":"Intel에 EDA 툴 공급.","note_en":"Supplies EDA tools to intel.","sources":[{"stance":"confirms","publisher":"SemiWiki","publisher_en":"SemiWiki","kind":"research","lang":"en","published_at":"2025-06-01","url":"https://semiwiki.com/wikis/company-wikis/mentor-graphics-wiki/","title":"Siemens EDA(멘토그래픽스) 위키","title_en":"Siemens EDA (Mentor Graphics) wiki","excerpt":"Intel가 Calibre 물리검증을 테이프아웃 사인오프로 지정·라이선스.","excerpt_en":"intel specifies and licenses Calibre physical verification for tape-out signoff."},{"stance":"confirms","publisher":"Siemens","publisher_en":"Siemens","kind":"ir","lang":"en","published_at":"2025-01-01","url":"https://eda.sw.siemens.com/en-US/ic/calibre-design/physical-verification/","title":"Siemens Calibre 물리검증","title_en":"Siemens Calibre physical verification","excerpt":"Intel가 Calibre 물리검증을 테이프아웃 사인오프로 지정·라이선스.","excerpt_en":"intel specifies and licenses Calibre physical verification for tape-out signoff."}]},{"direction":"revenue","counterparty":"SMIC","counterparty_slug":"smic","confidence":"mid","metric":null,"note":"SMIC에 EDA 툴 공급.","note_en":"Supplies EDA tools to smic.","sources":[{"stance":"confirms","publisher":"SemiWiki","publisher_en":"SemiWiki","kind":"research","lang":"en","published_at":"2025-06-01","url":"https://semiwiki.com/wikis/company-wikis/mentor-graphics-wiki/","title":"Siemens EDA(멘토그래픽스) 위키","title_en":"Siemens EDA (Mentor Graphics) wiki","excerpt":"SMIC가 Calibre 물리검증을 테이프아웃 사인오프로 지정·라이선스.","excerpt_en":"smic specifies and licenses Calibre physical verification for tape-out signoff."},{"stance":"confirms","publisher":"Siemens","publisher_en":"Siemens","kind":"ir","lang":"en","published_at":"2025-01-01","url":"https://eda.sw.siemens.com/en-US/ic/calibre-design/physical-verification/","title":"Siemens Calibre 물리검증","title_en":"Siemens Calibre physical verification","excerpt":"SMIC가 Calibre 물리검증을 테이프아웃 사인오프로 지정·라이선스.","excerpt_en":"smic specifies and licenses Calibre physical verification for tape-out signoff."}]},{"direction":"revenue","counterparty":"미디어텍","counterparty_slug":"mediatek","confidence":"mid","metric":null,"note":"미디어텍에 EDA 툴 공급.","note_en":"Supplies EDA tools to mediatek.","sources":[{"stance":"confirms","publisher":"위키백과","publisher_en":"Wikipedia","kind":"news","lang":"ko","published_at":"2026-01-01","url":"https://ko.wikipedia.org/wiki/멘토_그래픽스","title":"멘토 그래픽스(지멘스 EDA)","title_en":"Mentor Graphics (Siemens EDA)","excerpt":"미디어텍가 지멘스 EDA(Calibre·Tessent·Questa) 라이선스로 칩 설계.","excerpt_en":"mediatek designs chips on Siemens EDA (Calibre/Tessent/Questa)."},{"stance":"confirms","publisher":"SemiWiki","publisher_en":"SemiWiki","kind":"research","lang":"en","published_at":"2025-06-01","url":"https://semiwiki.com/wikis/company-wikis/mentor-graphics-wiki/","title":"Siemens EDA(멘토그래픽스) 위키","title_en":"Siemens EDA (Mentor Graphics) wiki","excerpt":"미디어텍가 지멘스 EDA(Calibre·Tessent·Questa) 라이선스로 칩 설계.","excerpt_en":"mediatek designs chips on Siemens EDA (Calibre/Tessent/Questa)."}]},{"direction":"revenue","counterparty":"UMC","counterparty_slug":"umc","confidence":"mid","metric":null,"note":"UMC에 EDA 툴 공급.","note_en":"Supplies EDA tools to umc.","sources":[{"stance":"confirms","publisher":"SemiWiki","publisher_en":"SemiWiki","kind":"research","lang":"en","published_at":"2025-06-01","url":"https://semiwiki.com/wikis/company-wikis/mentor-graphics-wiki/","title":"Siemens EDA(멘토그래픽스) 위키","title_en":"Siemens EDA (Mentor Graphics) wiki","excerpt":"UMC가 Calibre 물리검증을 테이프아웃 사인오프로 지정·라이선스.","excerpt_en":"umc specifies and licenses Calibre physical verification for tape-out signoff."},{"stance":"confirms","publisher":"Siemens","publisher_en":"Siemens","kind":"ir","lang":"en","published_at":"2025-01-01","url":"https://eda.sw.siemens.com/en-US/ic/calibre-design/physical-verification/","title":"Siemens Calibre 물리검증","title_en":"Siemens Calibre physical verification","excerpt":"UMC가 Calibre 물리검증을 테이프아웃 사인오프로 지정·라이선스.","excerpt_en":"umc specifies and licenses Calibre physical verification for tape-out signoff."}]},{"direction":"revenue","counterparty":"Qualcomm","counterparty_slug":"qualcomm","confidence":"mid","metric":null,"note":"Qualcomm에 EDA 툴 공급.","note_en":"Supplies EDA tools to qualcomm.","sources":[{"stance":"confirms","publisher":"위키백과","publisher_en":"Wikipedia","kind":"news","lang":"ko","published_at":"2026-01-01","url":"https://ko.wikipedia.org/wiki/멘토_그래픽스","title":"멘토 그래픽스(지멘스 EDA)","title_en":"Mentor Graphics (Siemens EDA)","excerpt":"Qualcomm가 지멘스 EDA(Calibre·Tessent·Questa) 라이선스로 칩 설계.","excerpt_en":"qualcomm designs chips on Siemens EDA (Calibre/Tessent/Questa)."},{"stance":"confirms","publisher":"SemiWiki","publisher_en":"SemiWiki","kind":"research","lang":"en","published_at":"2025-06-01","url":"https://semiwiki.com/wikis/company-wikis/mentor-graphics-wiki/","title":"Siemens EDA(멘토그래픽스) 위키","title_en":"Siemens EDA (Mentor Graphics) wiki","excerpt":"Qualcomm가 지멘스 EDA(Calibre·Tessent·Questa) 라이선스로 칩 설계.","excerpt_en":"qualcomm designs chips on Siemens EDA (Calibre/Tessent/Questa)."}]},{"direction":"cost","counterparty":"R&D·엔지니어 인건비 (비공개)","counterparty_slug":null,"confidence":"mid","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"EDA는 매출 대부분이 R&D 인력.","note_en":"EDA cost base is mostly R&D engineers.","sources":[{"stance":"confirms","publisher":"SemiWiki","publisher_en":"SemiWiki","kind":"research","lang":"en","published_at":"2025-06-01","url":"https://semiwiki.com/wikis/company-wikis/mentor-graphics-wiki/","title":"Siemens EDA(멘토그래픽스) 위키","title_en":"Siemens EDA (Mentor Graphics) wiki","excerpt":"EDA 원가의 핵심은 고급 SW 엔지니어 인건비.","excerpt_en":"EDA cost is mostly senior software engineers."}]},{"direction":"revenue","counterparty":"NVIDIA","counterparty_slug":"nvidia","confidence":"mid","metric":null,"note":"NVIDIA에 EDA 툴 공급.","note_en":"Supplies EDA tools to 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