EP4CGX75CF23C8N iitshiphusi ezintsha ze-ic ezidityanisiweyo iisekethe zombane amacandelo exabiso elingcono indawo enye thenga inkonzo yeBOM

Iimpawu zeMveliso

2.1 Iichips zeFPGA zijolise kwizicelo ezithembeke kakhulu kwaye kulindeleke ukuba ziqhubeke nokukhula okuphezulu

Iimveliso ze-FPGA zeShanghai Fudan zisetyenziswa ikakhulu kwintsimi yokuthembeka okuphezulu.Iimveliso eziqhelekileyo zeFPGA zasekuhlaleni zibeka phambili ukusebenza, ukusetyenziswa kwamandla, kunye neendleko, kwaye ubukhulu becala ziveliswa ngobuninzi.Iimeko zesicelo eziphambili ze-FPGA ezithembekileyo zifuna kakhulu kwaye ngokuqhelekileyo azifuni iteknoloji yenkqubo ephezulu kakhulu, kwaye iimfuno zokuthembeka kwemveliso kunye nokuzinza zibalaseleyo.Ngo-2018, i-Shanghai Fudan yakhupha isizukulwana esitsha seemveliso ze-FPGA zebhiliyoni ezinamalungelo epropathi enomgangatho ophezulu wokuqonda, ibe yindlu yokuqala yoyilo yaseTshayina ukuphehlelela iimveliso zeFPGA ze-Ultra-enkulu-ezinkulu.Okwangoku, i-Shanghai Fudan igxile kwii-FPGA zohlobo lwe-SRAM, ngakumbi kubandakanya i-10 yezigidi zamasango, iibhiliyoni zamasango e-FPGA chips, kunye nezixhobo ezicwangcisiweyo ezifakwe kwi-PSoC iindidi ezintathu, inkqubo yokuvelisa ubuninzi igubungela i-65nm-28nm.I-14nm yeebhiliyoni zamasango I-FPGA chip kulindeleke ukuba igqibe ukuhamba kwee-chips ekupheleni kwe-2022 kwaye kulindeleke ukuba ingene kwinqanaba lokuvelisa ngobuninzi kwi-2023-2024.

Inqanaba letekhnoloji ye-28nm FPGA likhokela eTshayina.I-Shanghai Fudan ikhuphe imveliso ye-FPGA yeebhiliyoni zeebhiliyoni ngenkqubo ye-28nm ngo-2018, equlethe malunga ne-700k yeeseli ze-logic ezinezinga le-SerDes ukuya kuthi ga kwi-13.1Gbps, kwaye iiparitha zobugcisa ezingundoqo zingcono kunezo zabathengisi abakhulu baseTshayina.Idatha ebhengezwe kwiprospectus yenkampani ibonisa ukuba ngo-2019 kunye no-2020, ingeniso ye-chip ye-FPGA yenkampani iya kuba yi-0.84 yeebhiliyoni zeeyuan kunye ne-153 yezigidi zeeyuan, inyuke ngeepesenti ezingama-22.2 kunye ne-82.7% unyaka nonyaka, kunye nomda opheleleyo we-97.22% kunye ne-9% ngokulandelelanayo.Ngokwesibhengezo semivuzo yenkampani ka-2022H1, inkampani ifikelele kuninzi lweentlobo zeemveliso zeFPGA kwaye ibonelele ngenqanaba eliphezulu lokuthembeka kweemveliso zeFPGA kubathengi abangaphezu kwama-500.Ukukhula okuphezulu kwengeniso yeshishini leFPGA.Ngokwesaziso senkampani, ingeniso ye-Shanghai Fudan evela kwi-FPGA kunye nezinye iitshiphusi ngo-2021 iya kuba yi-RMB 427 yezigidi, ukuya kwi-109% unyaka nonyaka.Ingeniso ye-2022H1 iya kuba yi-RMB 378 yezigidi, inyuke nge-121% unyaka nonyaka, kufutshane nengeniso yonyaka ngo-2020, kwaye ingeniso ye-Shanghai Fudan enxulumene ne-FPGA chips kulindeleke ukuba idlule kwi-RMB 800 yezigidi ngo-2022, igcine i-100% izinga lokukhula ngonyaka. .Ngo-2023-2024, iitshiphusi ze-FPGA ze-14nm zeebhiliyoni zenkampani kulindeleke ukuba zibe kwimveliso eninzi, kwaye inkampani kulindeleke ukuba igcine inzuzo yayo yetekhnoloji kwicandelo le-FPGAs ethembeke kakhulu, iqhuba ingeniso enxulumene nenkampani ukuqhubeka nokukhula.Silindele ukuba ingeniso yeshishini le-FPGA ibe yi-1.658 yeebhiliyoni zeeyuan ngo-2024, ibala i-35% yengeniso kunye ne-45% yenzuzo enkulu, kunye ne-CAGR yengeniso kunye nenzuzo enkulu yeshishini le-FPGA iya kuba yi-57% kunye ne-62%, ngokulandelanayo, ukusuka. I-2021 ukuya kwi-2024, eya kuba ngumqhubi ongundoqo wokunyusa ukusebenza ngokubanzi kwe-Shanghai Fudan.

Inkampani inezixhobo zayo zophuhliso, kunye noyilo lweFPGA aluthintelwanga yi-EDA yangaphandle kunye neenkampani ze-IP.Kwinkqubo ye-FPGA yesizwe, i-Shanghai Fudan inamandla okubonelela ngenkqubo yoyilo yesicelo ezimeleyo nepheleleyo yeFPGA (kubandakanywa noyilo lwe-IC, i-IP, kunye ne-EDA), eye yavula amakhonkco abalulekileyo kuyilo lweFPGA.Iinkampani eziphambili zehlabathi zeFPGA zibonelela ngezixhobo zazo ze-EDA kubathengi.I-Celeris okwangoku ityhala i-Vivado software suite, eyasungulwa ngaphambili, inesiseko esikhulu somsebenzisi, iye yaqulunqa i-ecology efanelekileyo, inokufikelela ngexesha elifanelekileyo lokuphindaphinda imveliso, i-software kunye ne-hardware ye-teknoloji yokubambisana ikhulile, kwaye ilayibrari ye-IP ekhoyo inobutyebi.I-Shanghai Fudan isungule isizukulwana esitsha seebhiliyoni zesango le-FPGA isixhobo sophuhliso lwe-Procise ngo-2019, eziphuhliswayo yinkampani kwaye inokubonelela ngeenkonzo zoyilo oluzenzekelayo oluzenzekelayo kwii-FPGA ze-ultra-enkulu kunye nokudibanisa inani elikhulu lezixhobo ze-IP ukunceda. abasebenzisi baqonda ngokukhawuleza uphuhliso lwezisombululo zesicelo.Nangona kunjalo, iProcise ifike kade xa ithelekiswa ne-Ceres' Vivado kunye ne-Altera's Quartus Prime, inani lenguqulelo ephindaphindwayo lincinci ngokwentelekiso, kwaye imisebenzi ye-EDA kunye nezixhobo zethala leencwadi le-IP zifuna ukuphuculwa okungakumbi.

2.2 Okuphela komnikezeli wasekhaya we-28nm PSoC, ekhulisa ngokusebenzayo abathengi abaninzi boshishino

Ngokutsho kwedatha ye-Frost & Sullivan, ubungakanani beemarike zeFPGA kwintsimi yobuntlola baseTshayina buya kugcina izinga lokukhula kwe-12% -20% kwixesha elizayo kwaye kulindeleke ukuba lifike kwi-yuan eyi-1.25 yebhiliyoni ngo-2025. Inkampani ibeka i-PSoC ukwandisa isithuba sengeniso yeFPGA.Iimeko zesicelo ngakumbi nangakumbi zifuna iitshiphusi ukwenza imisebenzi yolawulo entsonkothileyo ukongeza kwi-algorithmic processing yedatha eninzi kunye ne-high-speed co-processors, eya kuba yinto eqhelekileyo kwixesha elizayo kwiinkalo zobukrelekrele bokwenziwa kunye nokuthembeka okuphezulu.Ke ngoko, i-PSoC enoyilo lwe-fusion iya kuba lisikhokelo esibalulekileyo sophuhliso.Iimveliso ze-Qinglong eziphuhlisiwe zenkampani ziye zathunyelwa ngokuthe ngcembe, kwaye zimveliso zokuqala ezicwangcisiweyo ze-PSoC ezifakwe kwintengiso e-China, kunye nenkqubo ye-28nm, efakwe kwimodyuli ye-eFPGA yomthamo omkhulu, kwaye ixhotyiswe ngee-APU kunye nokukhawuleza kwe-AI. iinjini, ikakhulu zonxibelelwano, ukusetyenzwa komqondiso, ukusetyenzwa kwemifanekiso, ulawulo lwamashishini, kunye nezinye izicelo.Okwangoku, iShanghai Fudan kuphela komthengisi wasekhaya we-28nm PSoC eTshayina, kwaye iimveliso zayo zamkelwa kakuhle kwimarike.Ngokwesibhengezo semivuzo yenkampani ka-2022Q1, uthotho lwe-Qinglong PSoCs (ingakumbi kubandakanya i-FMQL45T kunye ne-FMQL45AIT) bazuze i-10 yezigidi zeentengiso.

(1) I-FMQL45T ine-on-chip edibeneyo yokusebenza okuphezulu kwe-SoC processor kunye neebhiliyoni zeengcango zeyunithi yeprogram, enokufikelela kwi-1TOPS ye-algorithm yokuphela ukuya ekupheleni kwe-AI kunye ne-"Fuyu Microchips" yokukhawuleza i-softcore.(2) Ukongeza kwiprosesa ye-SoC ephezulu yokusebenza kunye neebhiliyoni zeebhiliyoni zeeyunithi ezicwangcisiweyo, i-chip ye-FMQL45AIT iphinda idibanise i-injini yokunyusa i-AI esekelwe kwi-architecture ye-"Fotomicro Tendon Cloud", enokubonelela nge-2TOPS ye-AI amandla ekhompyutheni kuphela.Iimveliso ze-PSoC zinceda umbono wemizi-mveliso, ukucupha ngobukrelekrele, kunye nezinye izicelo zeqonga ezisekupheleni.Inkampani ibambisene ne-Shanghai Shentong Metro Group kunye ne-Shanghai Gaojing Inspection Technology Co. Inkqubo ephuculweyo inokugqiba ukuqondwa komfanekiso ngokuchanekileyo ngaphakathi kwe-0.1 kwaye ifakwe kwilingo kwizikhululo ze-metro ze-11 e-Shanghai.