EDA需求强劲，Synopsys营收超预期

半导体产业纵横2025-12-11

本文由半导体产业纵横（ID：ICVIEWS）综合展望未来，新思科技对下一季的表现保持乐观预期。芯片设计软件提供商Synopsys周三公布的第四季度营收超出分析师预期，这主要得益于其芯片设计工具的强劲需求，推动其股价在盘后交易中上涨 5%。Synopsys 的软件被半导体公司用于设计和验证芯片，该公司受益于人工智能和先进计算领域投资的激增，而这些领域需要越来越复杂的芯片架构。该公司也受益于与英伟达的...

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Cadence存在竞争关系。西门子在电子设计自动化市场预计将会增长，因为芯片制造商竞相开发人工智能和高性能计算处理器。Synopsys公布的季度营收为22.6亿美元，高于伦敦证券交易所集团(LSEG)汇总的数据显示的22.5亿美元的预期。经调整后，Synopsys 公布的每股收益为 2.90 美元，高于此前预期的 2.78 美元。展望未来，新思科技对下一季的表现保持乐观预期。公司预计第一财季的营收将落在23.6 亿美元至24.2 亿美元的范围内，此区间与分析师预计的23.8 亿美元中值相符。新思总裁Sassine Ghazi表示：“新思团队为今年画下漂亮的句点，也重新奠定我们从硅晶到系统工程解决方案领导者的地位。”财务长Shelagh Glaser说，新思全年积压订单达114亿美元，预料2026年将再创营收新高，同时完成对Ansys的全面整合，进一步提升营运效率，并掌握更大的市场机会。”国内EDA业绩分化国内EDA（电子设计自动化）行业三家主要上市公司——华大九天、概伦电子、广立微的业绩报告相继浮出水面。从营收来看，2025年三季度EDA行业上市公司普遍实现增长，但利润表现差异显著。行业龙头华大九天凭借在模拟EDA领域的传统优势，前三季度实现营收8.05亿元，同比增长8.24%。其中第三季度单季营收2.86亿元，环比增长12.3%，增长主要受益于国内模拟芯片设计公司的订单放量。然而其利润端出现大幅下滑，归母净利润同比骤降84.52%至906.03万元，扣非归母净利润更是亏损2215.63万元。值得注意的是，上半年华大九天股权激励费用达1.04亿元，是拖累表观利润的重要因素之一。此外，各项费用持续增长也对利润形成挤压：前三季度销售费用同比增长23.99%，管理费用增长8.69%，研发费用增长2.7%，财务费用增长25.23%。广立微前三季度主营收入4.28亿元，同比增长48.86%；归母净利润3701.72万元，同比大幅增长380.14%。公司期间费用为2.89亿元，同比增长约6346万元，但期间费用率同比下降10.91个百分点至67.54%，显示其规模效应初步显现。概伦电子前三季度营业收入3.15亿元，同比增长12.71%；归母净利润4199.07万元，同比增长173.46%。公司费用等成本为3.06亿元，同比增长5.77%。费用端的普遍增长，反映出国产EDA企业为攻克先进工艺、拓展市场份额所必须承担的高额投入。*声明：本文系原作者创作。文章内容系其个人观点，我方转载仅为分享与讨论，不代表我方赞成或认同，如有异议，请联系后台。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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