{"slug":"siemens-eda","name":"Siemens EDA","name_en":"Siemens EDA","ticker":null,"updated_at":"2026-07-12T08:20:36.059799+00:00","canonical":"https://valuechain.wiki/siemens-eda","citable":"밸류체인 그래프 기준 Siemens EDA의 직접 연결 기업은 15곳(관계 기준 공급 0·매출 14·투자 1)이고, 사슬을 2차까지 넓히면 38곳에 닿는다. 링크의 근거 출처는 5건이며 그중 1차공시가 1건이다 (valuechain.wiki, 2026-07-12 기준).","citable_en":"Per the valuechain.wiki graph, Siemens EDA is directly linked to 15 companies (0 supply, 14 revenue, 1 investment relationships) and reaches 38 companies within two hops; the links are backed by 5 dated sources, 1 of them primary filings (as of 2026-07-12).","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":[{"desc":"DRC/LVS 사인오프 — 전 첨단 파운드리(TSMC·삼성·인텔) 표준(85%+), 필수 톨게이트.","name":"Calibre 물리검증"},{"desc":"설계용이성 테스트(DFT) — 수율·검증 스택.","name":"Tessent DFT"},{"desc":"기능 검증 — 설계 복잡도 상승 수혜.","name":"Questa 검증"}],"total":"EDA 시장 ~13%(3위)","private":true,"concentration":"Calibre 사인오프 85%+. 전 파운드리·설계사 고객."},"segments_en":{"parts":[{"desc":"DRC/LVS signoff — the standard at every advanced foundry (TSMC, Samsung, Intel; 85%+), an essential tollgate.","name":"Calibre signoff"},{"desc":"Design-for-test (DFT) — part of the yield/verification stack.","name":"Tessent DFT"},{"desc":"Functional verification — a beneficiary of rising design complexity.","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":"dell","name":"Dell","name_en":"Dell 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첨단 칩이 반드시 거쳐가는 필수 톨게이트다. 설계 복잡도가 높아질수록 사인오프 툴 의존이 커지는 구독형 매출 구조로, Tessent(DFT)·Questa(검증)까지 스택을 넓혀 시놉시스·케이던스와 함께 EDA 과점을 이룬다. 지멘스 AG 100% 자회사(비상장)라 독립 주가는 없고, 지멘스에겐 자동화 사이클과 분리된 고마진 반도체 설계 SW 축이다. 그래프상 이 노드는 거의 모든 칩 설계·파운드리의 공통 사인오프 상류에 위치해, AI 설계 활동 전체의 파급이 수렴한다.","analysis_en":"Though #3 in EDA share (~13%), its Calibre physical-verification (DRC/LVS) signoff is the de-facto standard at every advanced foundry — TSMC, Samsung, Intel (85%+) — so every advanced chip passes through it regardless of overall rank, an essential tollgate. Its subscription revenue grows as design complexity rises and dependence on signoff tools deepens, and by extending the stack into Tessent (DFT) and Questa (verification) it forms an EDA oligopoly with Synopsys and Cadence. As a wholly owned (unlisted) Siemens AG subsidiary it has no standalone share price, and for Siemens it is a high-margin chip-design-software axis decoupled from the automation cycle. On the graph, this node sits upstream of nearly all chip designers and foundries as a common signoff gate where AI design activity converges.","analysis_asof":"2026-06-23"},"edges":[{"direction":"investor","counterparty":"Siemens AG (모회사·100% 지분)","counterparty_slug":"siemens-ag","confidence":"high","metric":{"type":"share","unit":"%","basis":"모회사 지분(100%)","value":100,"basis_en":"parent stake (100%)"},"note":"지멘스 AG의 100% 자회사로 디지털 인더스트리 소프트웨어에 속한다 — EDA 사업의 자본·연구개발·판매망을 모회사에 의존하며, 지멘스에겐 자동화 사이클과 분리된 고마진 반도체 설계 SW 축이다.","note_en":"A wholly owned subsidiary of Siemens AG within Digital Industries Software — its capital, R&D and go-to-market lean on the parent, and for Siemens it is a high-margin chip-design-software axis decoupled from the automation cycle.","sources":[{"stance":"confirms","publisher":"Siemens AG","publisher_en":"Siemens AG","kind":"filing","lang":"en","published_at":"2025-11-13","url":"https://assets.new.siemens.com/siemens/assets/api/uuid:7fdd21fb-c248-43a3-b475-f2e618fbae88/2025-q4-earnings-release-en.pdf","title":"지멘스 FY2025 실적 발표(2025년 9월기, IFRS)","title_en":"Siemens Earnings Release Q4 FY2025 (year ended Sep 30, 2025)","excerpt":"EDA sits within Siemens' Digital Industries software business.","excerpt_en":"EDA sits within Siemens' Digital Industries software business."},{"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":"지멘스가 멘토그래픽스를 2017년 $45억에 인수, 100% 모회사.","excerpt_en":"Siemens acquired Mentor Graphics in 2017 for $4.5B; 100% parent."}]},{"direction":"revenue","counterparty":"TSMC","counterparty_slug":"tsmc","confidence":"high","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"TSMC에 EDA 툴 공급.","note_en":"Supplies EDA tools to tsmc.","sources":[{"stance":"confirms","publisher":"SemiAnalysis","publisher_en":"SemiAnalysis","kind":"research","lang":"en","published_at":"2025-09-01","url":"https://newsletter.semianalysis.com/p/eda-market-primer","title":"EDA 시장 프라이머: 과점·고객·ASIC하우스","title_en":"EDA Market Primer","excerpt":"지멘스 EDA는 EDA 빅3 중 3위, Calibre 물리검증(DRC/LVS)이 TSMC 등 파운드리 사인오프 표준.","excerpt_en":"Siemens EDA is #3 of the EDA big three; its Calibre physical verification (DRC/LVS) is a signoff standard at TSMC and other foundries."},{"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) 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