CompetitionWhere we win, and where we are behindvc-coveragePIC LAYOUTDRIVER ASICFIRMWARECARRIER BOARDCHIPLETVERIFICATIONIncumbent EDAbroad and mature, digital-firstPhotonic point toolsislands — one domain eachLumiculeone project, one record, five domainsWhere we are behind: maturity and a support organisation — the gap this round closes.Incumbents broad, point tools single-domain; ours the only continuous band — maturity on the drawing, because it is the gap.Incumbents: agents bolted onto legacy tools — Synopsys Autopilot, Siemens Fuse, Cadence's autonomous engineer.Startups: islands in one painful step — Silimate, Astrus, Agentrys, Ricursive, ChipAgents, Tattvam, Cognichip.We take the whole flow and verify across it; maturity and a support org are what we lack.Incumbent EDAPhotonic point toolsLumiculeDomain coverageDigital and analogue, weak photonicsOne domain eachPIC, EIC, FPGA, PCB, chipletAI roleAgents on legacy toolsNone or plottingAgents propose, engines verifyVerificationStrong in digitalLimitedMulti-gate, vacuity-gatedMeasurement loopRarePer toolCalibrated per componentOpennessLocked formatsMixedStandard exports, no lock-inMaturity / support orgFar aheadAhead in nicheBehind — this is our gapLumicule