According to Japanese media reports on June 13, although the external analysis believes that due to strict export controls, the Huawei incident will affect the revenue of American IC design software companies, but the performance of the three design software giants Synopsys, Cadence, MentorIC has not affected.
Take Cadence as an example. From January to March this year, the company's operating income from China reached 83.8 million US dollars, accounting for 13% of the overall. China's revenue has increased by more than 80% from January to March 2018, when information disclosure began.
Industry analysts analyze the above reasons because local governments in China are purchasing large quantities of electronic design automation software. These IC design companies with local capital backgrounds' demand for EDA software may make up for HiSilience's vacancy.