EP2AGX65DF25C6G iitshiphusi ezintsha&zemveli ze-ic ezidityanisiweyo iisekethe zezixhobo ze-elektroniki ngexabiso elingcono indawo enye thenga inkonzo ye-BOM

Iimpawu zeMveliso

Ingxelo yoPhando lwe-Shanghai Fudan: iNkokeli yeFPGA iQhuba nokuKhula okuPhezulu, iTekhnoloji eKhokelayo + iThengiso lokuThengisa

1. IShanghai Fudan: Inkampani yoyilo ye-IC ehamba phambili yaseTshayina ngokukhula okukhawulezileyo kweFPGAs

Yasekwa ngo-1998, iShanghai Fudan ngumvelisi ophambili eTshayina egxile kuyilo lwetshiphu yedijithali kunye novavanyo lwetshiphu.Ngo-1998, inkampani yaqala ishishini layo kwiisekethe ezikhethekileyo zeefowuni, iijenereyitha zokuvutha isithuthuthu, kunye neemoto, kwaye ngo-1999, yasungula iitshiphusi zememori khadi ye-8K kwaye yadweliswa ngempumelelo kwiBhodi ye-GEM yaseHong Kong ngo-2000. Kwiminyaka emihlanu emva koko. uluhlu oluyimpumelelo eHong Kong, inkampani ngokulandelelanayo yazisa iitshiphusi zekhadi elihlakaniphileyo, ii-MCU zemitha yamandla, iitshiphusi zeRFID, kunye neetshiphusi zeselfowuni ze-SoC, zingena ngempumelelo kwiimarike zemali, ezothutho, kunye nee-elektroniki zabathengi;inkampani iqalise iitshiphusi zokulawula ze-NFC zekhadi lezothutho zikawonke-wonke ngo-2015. Ngo-2017, i-SLC yethu ye-NAND Flash kunye ne-NOR Flash iimveliso zizuze ukuphumelela kabini kwi-R & D kunye nokuthengiswa kwevolumu.Ngo-2020, inkampani yazisa i-chip yokuqala ye-28nm yePSoC yaseTshayina.Kwixesha elizayo lokutshintshwa kweetshiphusi zeFPGA, iShanghai Fudan kulindeleke ukuba ibe yinkokeli eTshayina.

Imvelaphi kaFudan ibalulekile, kwaye inkuthazo ye-equity iqinisekisa uzinzo lwexesha elide lwabasebenzi abaphambili bobugcisa.Usihlalo webhodi yeShanghai Fudan, usekela mongameli, injineli eyintloko, kunye nesekela lenjineli eyintloko bonke basebenze kwiYunivesithi yaseFudan, kwaye umlawuli wemveliso kunye nomlawuli walebhu yokhuseleko nabo basebenze eShanghai Fudan ixesha elide.Ke ngoko, ulawulo oluphambili lweShanghai Fudan lunemvelaphi eyomeleleyo kwiYunivesithi yaseFudan.Amalungu eqela anamava oshishino atyebileyo, inqanaba lolawulo eligqwesileyo, kunye nenqanaba lobuchwephesha elinzulu.

I-Shanghai Fudan inobunini-zabelo obunatyisiweyo kwaye ixhaswa yiKomishoni yoLawulo lwee-Asethi noLawulo lwe-Shanghai kunye neYunivesithi yaseFudan.Ukusukela nge-30 kaJuni, ngo-2022, oyena mnini sabelo mkhulu kule nkampani yiShanghai Fudan Fudan Science and Technology Industry Holding Company Limited, eyi-70.2% ephethwe yiShanghai SASAC, kunye nomnini wesabelo esikhulu seShanghai Fudan High Technology Company, eyi-100% yabanini-zabelo. IYunivesithi yaseFudan.Inkunzi karhulumente ezinzileyo kwaye eyomeleleyo iye yabeka isiseko sophuhliso lwenkampani kwintsimi yoyilo lwe-IC kunye nemiqobo ephezulu yobuchwepheshe.Iqonga lobunini besitokhwe sabasebenzi liphucula uzinzo lwexesha elide lolawulo kunye namaqela obugcisa.Ngokwesaziso senkampani, abaphathi benkampani baphethe izabelo ezizigidi ezingama-27.207, ezibalelwa kwi-3.34% yesabelo esipheleleyo senkampani.Inkampani inamaqonga ama-4 okuba nezabelo zabasebenzi, ezizezi, iShanghai Shengteng, iShanghai Yutang, iShanghai Xuling, kunye neShanghai Trench, inabasebenzi abangama-150 abathatha inxaxheba kwisabelo-mali, i-9.8% yenani lilonke labasebenzi beNkampani, ebambe i-35.172 yezigidi zizonke. izabelo, ezibalelwa kwi-4.32% yetotali yesabelo esiyinkunzi yeNkampani.

Inkampani inamashishini amakhulu ama-5 kunye nemigca emi-4 yeemveliso ezinkulu.Inkampani inemigca emine yeemveliso: iitshiphusi zokhuseleko kunye nokuchonga, imemori engaguquguqukiyo, iitshiphusi zeemitha ezihlakaniphile, kunye noluhlu lwesango olunocwangciso (FPGAs).Inkampani yakhe ubudlelwane bexesha elide kunye noluqilima lwentsebenziswano kunye nabavelisi abaphezulu nabasezantsi kwikhonkco loshishino.Iimveliso zenkampani ziye zaziswa ngempumelelo kwi-Samsung, i-LG, i-VIVO, i-Haier, i-Hisense, i-Lenovo, kunye nabanye abavelisi abaziwayo abangaphandle kwe-China, kwaye iimveliso zayo ezithembekileyo ezifana ne-FPGAs zamkelwa kakhulu ngabathengi.

Ingeniso yenkampani iya kunyuka ngokuthe ngcembe ukusuka kwi-RMB 1.424 yezigidigidi ukuya kwi-RMB 2.577 yezigidigidi kwi-2018-2021, kwaye inzuzo eseleyo iya kuba yi-RMB 105 yezigidi, i-RMB 163 yezigidi, i-RMB 133 yezigidi, kunye ne-RMB 514 yezigidi ukusuka kwi-2018-2021, ngokulandelanayo.Ngo-2019, ukonyuka kokhuphiswano kwimakethi ye-semiconductor kukhokelele ekwehleni kwamaxabiso eemveliso zenkampani, ngakumbi iimveliso zogcino, kunye nokwehla kwemida enkulu edityaniswe notyalo-mali oluphezulu kuphando kunye nophuhliso olukhokelele kwilahleko.Ngokwesaziso senkampani, ukusukela ekusungulweni kwe-28nm yeebhiliyoni zeebhiliyoni zesango le-FPGA chips ngo-2018, umndilili wonyaka wenkampani we-FPGA wokuhanjiswa kwe-chip udlula izigidi ezingama-60.Ngokukhula kweshishini kunye nemfuno eyomeleleyo ngo-2021, imigca emine yemveliso yenkampani ithengisa kakuhle, kwaye ingeniso ikhula ngama-52% unyaka nonyaka.

I-FPGA kunye ne-smart meter yengeniso ye-MCU ibalwa ngokunyuka komxube wemveliso.Ngokwesibhengezo senkampani, ngo-2021, i-chip ye-FPGA yenkampani kunye ne-smart meter ye-MCU yengeniso ye-chip iya kuba yi-427 yezigidi zeeyuan kunye ne-295 yezigidi zeeyuan ngokulandelelanayo, ibalwa kwi-12% kunye ne-17% yengeniso yenkampani, ukunyuka kweepesenti ezi-4 kunye Ipesenti ze-6 ngokulandelanayo ukusuka kwi-2018. Inkampani ibisoloko ivelisa iimveliso ze-chip ye-FPGA, kwaye isabelo sayo sengeniso siyaqhubeka sikhula.

Inzuzo iphuculwe kakhulu, kwaye iitshiphusi zeFPGA zinegalelo kwingeniso ephezulu.Ngokwesibhengezo senkampani, ukuhla komda wengeniso enkulu ngo-2019 kubangelwa ikakhulu kukuncipha kwengeniso yokhuseleko kunye neetshiphusi zokuchongwa kunye neemveliso zememori ezingaguquguqukiyo, ezithi, kunye neR&D ephezulu yenkampani kunye neendleko zolawulo, zibe neziphumo. kwilahleko kwingeniso eyintsalela yonyaka.Ngo-2021, umyinge we-gross wafikelela kuma-58.91%, ukwanda kwamanqaku ali-13 unyaka nonyaka.Iziphumo zenkampani zamva nje ze-2022H1 zibonisa ukuba umyinge we-gross unyuke ngakumbi ukuya kuma-65.00%.Ngemveliso, i-FPGA kunye neetshiphusi eziyeleleneyo zinowona mda uphezulu we-gross, kunye nenqanaba lomda elizinzileyo elingaphezulu kwe-80% kwiminyaka emibini edlulileyo.Ukuzuza kwi-boom ephezulu yeshishini le-semiconductor, imida eyongezelelweyo yeminye imigca yemveliso emithathu yenkampani iya kunyuka ngamanqaku ali-10 ukuya kwangama-20 ngo-2021 xa kuthelekiswa no-2020.