EP4CGX50CF23C8N tshiab & qub ic chips kev sib txuas hluav taws xob cov khoom siv hluav taws xob zoo tshaj tus nqi ib qho chaw yuav BOM kev pabcuam

Yam khoom

Tus nqi muag khoom yog qhov ruaj khov, thaum R & D tus nqi siv nyiaj thiab kev tswj hwm tus nqi qis dua.2021 kev muag khoom tus nqi piv, kev tswj tus nqi siv nyiaj, thiab kev siv nyiaj txiag sib piv yog 6.66%, 4.35%, thiab -0.05% feem, nrog rau kev tswj hwm tus nqi qis dua 1.7 feem pua ​​​​thiab R & D tus nqi piv tau txo qis 2.2 feem pua ​​​​cov ntsiab lus piv nrog 2020.

Shanghai Fudan tus nqi R & D piv yog siab dua qhov nruab nrab ntawm kev lag luam.Txawm hais tias lub tuam txhab tus nqi R & D tus nqi sib piv tau txo qis hauv ob xyoos dhau los, lub tuam txhab tau tuav cov kev siv nyiaj R & D siab thiab yog nyob rau qib siab ntawm kev lag luam.Kev lag luam txuas ntxiv thiab ruaj khov R & D yog qhov tsim nyog rau kev txhim kho lub tuam txhab kev sib tw tseem ceeb thiab ua kom nws txoj kev ua lag luam ua thawj coj hauv cheeb tsam niche.Tus nqi R & D tus nqi ntawm Shanghai Fudan yog qhov siab dua li ntawm lwm cov tuam txhab hauv kev lag luam, tshwj tsis yog cov nyiaj tau los me me ntawm Anlu Technology, uas tseem nyob rau theem pib ntawm kev lag luam ntawm cov khoom lag luam siab thiab muaj tus nqi R & D ntau dua. tshaj lub tuam txhab.Nyob rau hauv lub tshav pob ntawm IC tsim, uas muaj siab technical barriers, lub tuam txhab ntau yam ntawm semiconductor khoom yuav tsum nyob twj ywm tshiab thiab terative, thiab tsis tu ncua ua tau raws li cov kev xav tau ntawm kev ua lag luam.

Shanghai Fudan pab pawg R & D yog qhov ruaj khov.Hauv 2020 thiab 2021, lub tuam txhab R&D cov neeg ua haujlwm yuav muaj ntau tshaj li ib nrab ntawm tag nrho cov neeg ua haujlwm;Xyoo 2021, yuav muaj kev txo qis me ntsis ntawm cov neeg ua haujlwm R & D, uas feem ntau yog vim cov neeg ua haujlwm R&D poob vim cov nyiaj hli ntau dua ntawm qee cov tuam txhab sib koom ua ke.Ntawm cov tuam txhab sib koom ua ke, tus naj npawb ntawm R & D cov neeg ua haujlwm ntawm Zigong SMiT thiab OnLu Technology yuav nce 19.5% thiab 24.9% xyoo-rau-xyoo xyoo 2021. Xav tias Advan Technology tsom rau FPGA chips, Shanghai Fudan xav tias yuav ntsib kev sib tw los ntawm kev sib tw. Ziguang SMiT thiab Advan Technology nyob rau hauv lub tshav pob ntawm FPGA thiab lwm yam high-tech barrier khoom nyob rau hauv lub neej yav tom ntej.

Shanghai Fudan tus nqi muag khoom yog nyob rau hauv txoj haujlwm tseem ceeb hauv kev lag luam, tab sis tseem muaj qhov sib txawv ntawm cov nqi muag khoom piv rau lwm tus neeg muag khoom xws li Ziguang SMi.2021 tus nqi muag khoom yog 6.66%, uas yog tsawg kawg yog 2 feem pua ​​​​cov ntsiab lus siab dua qhov kev lag luam.Txawm li cas los xij, tus nqi muag khoom yog 172 lab RMB, uas tseem yog qhov txawv txav piv rau 244 lab RMB ntawm ZTE thiab 221 lab RMB ntawm ZTE.Raws li qhov kawg ntawm 2021, Shanghai Fudan muaj 270 tus neeg ua haujlwm muag, suav txog 17.64% ntawm lub tuam txhab cov neeg ua haujlwm, pab pawg loj dua li nws cov phooj ywg Suav.

2. Muaj zog ua lag luam xav tau rau Tuam Tshoj ua FPGAs, thiab lub tuam txhab muaj kev coj noj coj ua kom zoo dua

FPGA (Field-Programmable Gate Array) chips yog ib qho ntawm cov ceg tseem ceeb ntawm cov logic chips, uas yog ua raws li cov khoom siv programmable (PAL, GAL) thiab tau coj qhov chaw nyob rau hauv lub chip boom nyob rau hauv xyoo tas los no nrog lawv cov yam ntxwv tshwj xeeb ntawm ib nrab kev cai. thiab programmability, thiab hu ua "universal chips"."FPGAs muaj qhov zoo ntawm kev ua haujlwm ntawm kev ua haujlwm, lub sijhawm luv luv-rau-kev ua lag luam, tus nqi qis dua li kev hloov kho ASICs tag nrho, thiab kev sib piv ntau dua li cov khoom siv dav dav (xws li CPUs).Hauv daim ntawv thov scenarios xws li 5G kev sib txuas lus thiab kev txawj ntse txawj ntse, qhov twg txoj kev thev naus laus zis tseem tsis tau txhais tag nrho thiab yuav tsum tau hloov kho sai sai, FPGAs tuaj yeem ntxiv CPUs los muab cov kev daws teeb meem zoo tshaj plaws.

(1) Muab piv nrog CPU, FPGA nti muaj qhov pom tseeb thaum sib piv cov txiaj ntsig zoo, thiab cov duab ua haujlwm nrawm dua li CPU, thiab piv nrog GPU, FPGA tuaj yeem rov ua dua thiab muaj txiaj ntsig zoo hauv kev siv zog.(2) Piv nrog rau ASICs, FPGA chips muaj luv luv txoj kev loj hlob thiab luv luv nti ntws mus, uas tuaj yeem pab cov tuam txhab luv luv lawv lub sijhawm-rau-kev ua lag luam;ASIC cov kev daws teeb meem tau kho cov nqi thaum FPGAs yuav luag tsis muaj, tab sis raws li kev siv nce ntxiv, ASIC cov kev daws teeb meem muaj txiaj ntsig zoo dua vim kev lag luam ntawm cov nplai.Tsis tas li ntawd, cov logic blocks thiab kev sib txuas hauv FPGAs tuaj yeem tsim tau ntau lub sijhawm los ua cov haujlwm sib txawv, thiab cov txheej txheem reprogrammable pab cov neeg tsim khoom hloov kho cov haujlwm ua haujlwm kom hloov cov khoom lag luam sai thiab hloov tau zoo rau 5G, AI, thiab lwm yam kev thov.Raws li cov ntaub ntawv Frost & Sullivan, Tuam Tshoj FPGA kev lag luam yuav loj hlob los ntawm $ 6.56 nphom hauv 2016 txog $ 15.03 nphom hauv 2020, ntawm CAGR ntawm 23.1%.Tuam Tshoj txoj kev lag luam FPGA xav kom ncav cuag $ 33.22 nphom los ntawm 2025, nrog CAGR li ntawm 17% txij xyoo 2020 txog 2025.