Yam khoom

Raws li ib tug ntawm cov ceg ntawm logic chips, FPGA (Field-Programmable Gate Array) chips yog raws li programmable li (PAL, GAL) thiab yog semi-customized, programmable integrated circuits, hu ua "universal chips".FPGAs muaj qhov zoo ntawm kev ua haujlwm ntawm kev ua haujlwm (siab yooj yim), lub sijhawm luv luv-rau-kev ua lag luam (txuag ntawm cov voj voog ntws), tus nqi qis dua li kev kho kom haum ASICs (txuag cov nqi ntws), thiab ntau dua qhov sib piv dua li cov khoom siv dav dav.

FPGAs yog siv nyob rau hauv ib tug ntau yam ntawm downstream daim ntaub ntawv thiab kev thov yog loj hlob tsis tu ncua, feem ntau yog npog kev sib txuas lus network (5G), industrial IoT, neeg siv khoom electronics, cov ntaub ntawv chaw, automotive electronics (autonomous tsav), txawj ntse txawj ntse (AI), thiab lwm yam.Ntawm lawv, kev sib txuas lus hauv network, cov neeg siv khoom siv hluav taws xob, thiab cov khoom siv hluav taws xob hauv tsheb yog nws qhov kev thov tseem ceeb, suav txog ntau dua 80% ntawm tag nrho cov kev xav tau.Nyob rau hauv lub neej yav tom ntej, uas tau tsav los ntawm qhov kev thov rau siab xam hwj chim nyob rau hauv 5G, AI, cov ntaub ntawv chaw zov me nyuam thiab autonomous tsav tsheb, kev loj hlob ntawm FPGA nti kev lag luam xav tau yog ib yam.Tsis tas li ntawd, raws li Intel, AMD thiab lwm lub tuam txhab maj mam muab cov CPUs nrog FPGAs hauv cov xwm txheej siab thiab nce lawv cov peev txheej hauv kev suav ntau, lub ntiaj teb FPGA kev lag luam yuav qhib ntxiv.Raws li Frost & Sullivan, lub ntiaj teb FPGA kev ua lag luam xav tias yuav ncav cuag US $ 12.58 nphom los ntawm 2025, nrog qhov nruab nrab CAGR ntawm 11% tshaj 16-25 xyoo.

Piv rau CPUs, GPUs, ASICs, thiab lwm yam khoom, FPGA chips muaj cov txiaj ntsig ntau dua.Nws tau tshaj tawm tias cov nyiaj tau los ntawm qhov qis thiab nruab nrab-nruab nrab lab lub rooj vag theem thiab 10-million rooj vag theem FPGA nti R & D cov lag luam nyob ze rau 50%, thiab cov nyiaj tau los ntawm high-density billion gate level FPGA chip R&D cov lag luam yog ze li ntawm 70. %.Raws li pom nyob rau hauv daim ntawv qhia hauv qab no, Xilinx 'tag nrho cov paj tau paj nyob rau hauv kaum lub hlis dhau los tau tseem nyob saum 65%, siab dua cov paj laum tag nrho ntawm Nvidia thiab AMD nyob rau tib lub sijhawm.

FPGAs muaj kev cuam tshuam loj rau kev nkag mus thiab xav tau kev sib koom tes kho vajtse thiab software tsim: FPGAs muaj cov txheej txheem siab rau kev mob siab rau EDA software, cov khoom siv kho vajtse nyuaj, thiab cov txiaj ntsig qis, yog li lub ntiaj teb FPGA kev ua lag luam yog ib txwm nyob rau hauv kev sib tw duopoly, nrog rau sab saum toj plaub loj loj. yog Xilinx, Intel (Altera), Lattice thiab Microchip, nrog CR4 ≥ 90%.Ntawm lawv, Xilinx kev lag luam sib koom hauv lub ntiaj teb FPGA kev ua lag luam yog ib txwm siab dua 50%, Top1 concentration yog thib ob tsuas yog rau PC CPU thiab GPU kev lag luam, thiab ua ke nrog Intel (Altera) account rau ntau dua 80% ntawm FPGA kev lag luam, kev lag luam horsepower nyhuv yog pom tseeb.

Ob qhov ntsuas tseem ceeb rau FPGAs: txheej txheem thev naus laus zis thiab logic qhov rooj ntom ntom

Cov qauv kev thov rau FPGAs tseem yog cov txheej txheem 28nm lossis siab dua thiab 100K lossis tsawg dua logic hlwb.

Hais txog cov txheej txheem, 28-90nm FPGA chips yog qhov tseem ceeb vim lawv cov nqi siab thiab cov txiaj ntsig.Cov txheej txheem qib siab tau qis dua kev siv hluav taws xob thiab kev ua haujlwm siab dua, thiab nws xav tias FPGA chips nrog cov txheej txheem sub-28nm yuav nkag mus rau lub sijhawm ntawm kev loj hlob sai.Nyob rau hauv cov nqe lus ntawm logic qhov rooj ntom ntom, qhov kev thov rau FPGA chips nrog tsawg dua 100K logic hlwb tam sim no yog qhov loj tshaj plaws, ua raws li 100K-500K logic cell ntu.

Raws li lub lag luam loj tshaj plaws rau Xilinx, Asia Pacific (tshwj xeeb yog Tuam Tshoj) muaj kev cuam tshuam loj rau lub tuam txhab cov nyiaj tau los.Raws li Frost & Sullivan, Tuam Tshoj FPGA kev lag luam hais txog kev muag khoom hauv 2019 yog 63.3% thiab 20.9% rau 28-90nm txheej txheem, thiab 20.9% rau sub-28nm txheej txheem FPGAs, feem;thiab 38.2% thiab 31.7% rau sub-100K logic hlwb, thiab 100K-500K logic hlwb, feem.

Tau txais txiaj ntsig los ntawm kev hloov pauv ntawm cov thev naus laus zis xws li 5G, AI, thiab kev tsav tsheb tsis muaj zog, nrog rau kev txhim kho cov chaw khaws ntaub ntawv, txhawm rau tsav kev nthuav dav kev lag luam, FPGA tus thawj coj Xilinx tau ua tiav V-zoo li cov nyiaj tau los thim rov qab hauv ob xyoos dhau los.Celeris FY22Q2 cov nyiaj tau los nce 22.1% xyoo-rau-xyoo rau US $ 936 lab;Cov nyiaj tau los tag nrho tau nce 16.7% xyoo-rau-xyoo rau US $ 632 lab;net profit nce 21% xyoo-rau-xyoo rau US $ 235 lab.

Raws li qhov ze ntawm 11/1/22, Xilinx nce 49.84% hauv Y21 thiab -5.43% hauv Y22 txog tam sim no, ua tsis tau zoo ntawm S&P 500 ETF (SPY: -1.1%), Philadelphia Semiconductor Index (SOXX: -2.04%) thiab Nifty 100 ETF (QQQ: -3.02%) nyob rau tib lub sijhawm.