Iimpawu zeMveliso

Njengenye yamasebe e-logic chips, ii-chips zeFPGA (Field-Programmable Gate Array) zisekelwe kwizixhobo ezicwangcisiweyo (PAL, GAL) kwaye ziyi-semi-customized, i-programmable integrated circuits, eyaziwa ngokuba yi "chips jikelele".Ii-FPGAs zineenzuzo zokucwangcisa intsimi (ukuguquguquka okuphezulu), ixesha elifutshane ukuya kwintengiso (yonga kwimijikelo yokuhamba), ixabiso eliphantsi kune-ASICs ezilungiselelwe ngokupheleleyo (ukugcina iindleko zokuhamba), kunye nokuhambelana okukhulu kuneemveliso zenjongo jikelele.

Ii-FPGA zisetyenziswa kuluhlu olubanzi lwezicelo ezisezantsi kwaye imfuno ikhula ngokuthe ngcembe, ikakhulu igubungela unxibelelwano lwenethiwekhi (5G), i-IoT yeshishini, i-elektroniki yabathengi, amaziko edatha, i-automotive electronics (ukuqhuba ngokuzimeleyo), ubukrelekrele bokwenziwa (AI), kunye nezinye iinkalo.Phakathi kwazo, unxibelelwano lwenethiwekhi, i-electronics yabathengi, kunye ne-automotive electronics zezona meko ziphambili zesicelo, ezenza ngaphezu kwe-80% yemfuno epheleleyo.Kwixesha elizayo, eliqhutywa yimfuno yamandla aphezulu ekhompyuter kwi-5G, i-AI, amaziko edatha kunye nokuqhuba ngokuzimeleyo, ukukhula kwemfuno yemakethe ye-chip ye-FPGA kuqinisekile.Ukongeza, njenge-Intel, i-AMD kunye nezinye iinkampani ngokuthe ngcembe zidibanisa ii-CPU kunye nee-FPGAs kwiimeko eziphezulu ze-calculus kunye nokwandisa utyalo-mali lwabo kwi-heterogeneous computing, imakethi ye-FPGA yehlabathi iya kuvuleka ngakumbi.NgokukaFrost & Sullivan, imakethi ye-FPGA yehlabathi kulindeleke ukuba ifikelele kwi-12.58 yeebhiliyoni zeedola ngo-2025, kunye nomndilili we-CAGR we-11% kwiminyaka eyi-16-25.

Xa kuthelekiswa nee-CPU, ii-GPU, ii-ASIC, kunye nezinye iimveliso, iitshiphusi zeFPGA zinengeniso ephezulu.Kuxelwe ukuba umda wenzuzo wenqanaba lesango lesango elisezantsi kunye neliphakathi kunye ne-10-million yesango inqanaba le-FPGA chip R&D amashishini asondele kwi-50%, kwaye umda wenzuzo yenqanaba lesango lesango le-FPGA chip R&D liphantse libe ngama-70. %.Njengoko kuboniswe kwitshathi engezantsi, i-Xilinx 'yomda we-gross kwiikota ezilishumi ezidlulileyo ihlale ingaphezulu kwe-65%, iphezulu kunemida ye-Nvidia kunye ne-AMD ngexesha elifanayo.

I-FPGA inemiqobo ephezulu yokungena kwaye ifuna i-hardware yentsebenziswano kunye nophuhliso lwesofthiwe: ii-FPGA zinemiqobo ephezulu yobugcisa kwi-software ye-EDA ezinikeleyo, izakhiwo ze-hardware ezintsonkothileyo, kunye nezivuno eziphantsi, ngoko ke i-FPGA yemarike yehlabathi isoloko ikwipateni yokhuphiswano lwe-duopoly, kunye nezigebenga ezine eziphezulu. ekubeni Xilinx, Intel (Altera), Lattice kunye Microchip, kunye CR4 ≥ 90%.Phakathi kwabo, isabelo semarike ye-Xilinx kwimarike ye-FPGA yehlabathi isoloko ingaphezulu kwe-50%, i-concentration ye-Top1 yeyesibini kuphela kwi-PC CPU kunye ne-GPU yemakethe, kunye ne-Intel (Altera) i-akhawunti engaphezulu kwe-80% yesabelo semakethe ye-FPGA, ifuthe lamandla oshishino liyabonakala.

Iimpawu ezimbini ezibalulekileyo zeFPGAs: inkqubo yetekhnoloji kunye noxinaniso lwesango lokuqiqa

Ubume bemfuno yee-FPGA zisalawulwa yi-28nm okanye iinkqubo eziphezulu kunye ne-100K okanye iiseli ze-logic ezimbalwa.

Ngokwenkqubo, i-28-90nm ye-FPGA chips zihamba phambili ngenxa yokusebenza kwazo kweendleko eziphezulu kunye nesivuno.Inkqubo ephuculweyo inokusetyenziswa kwamandla aphantsi kunye nokusebenza okuphezulu, kwaye kulindeleke ukuba iichips zeFPGA ezinenkqubo engaphantsi kwe-28nm ziya kungena kwixesha lophuhliso olukhawulezayo.Ngokubhekiselele kwi-logic gate density, imfuno ye-FPGA chips engaphantsi kwe-100K iiseli ze-logic okwangoku inkulu, ilandelwa yi-100K-500K logic cell segment.

Njengeyona marike inkulu ye-Xilinx, i-Asia Pacific (ingakumbi i-China) inempembelelo enkulu kwingeniso yenkampani.Ngokutsho kweFrost & Sullivan, i-China FPGA imakethi ngokwemiqathango yokuthengisa ngo-2019 yi-63.3% kunye ne-20.9% yenkqubo ye-28-90nm, kunye ne-20.9% ye-sub-28nm inkqubo ye-FPGAs, ngokulandelanayo;kunye ne-38.2% kunye ne-31.7% yeeseli ze-logic ezingaphantsi kwe-100K, kunye neeseli ze-logic ze-100K-500K, ngokulandelanayo.

Ukuzuza kwi-evolution ye-teknoloji efana ne-5G, i-AI, kunye nokuqhuba ngokuzimeleyo, kunye nophuhliso lwamaziko edatha, ukuqhuba ukwanda kweemarike, inkokeli ye-FPGA u-Xilinx uye wafumana ukuguqulwa kwengeniso ye-V kwiminyaka emibini edlulileyo.Ingeniso ye-Celeris FY22Q2 inyuke nge-22.1% unyaka nonyaka ukuya kwi-US $936 yezigidi;ingeniso epheleleyo inyuke nge-16.7% unyaka nonyaka yaya kutsho kwi-US$632 yezigidi;ingeniso yonyuka nge-21% unyaka nonyaka ukuya kwi-US $235 yezigidi.

Ukususela ekupheleni kwe-11/1/22, i-Xilinx inyuke nge-49.84% kwi-Y21 kunye ne-5.43% kwi-Y22 ukuza kuthi ga ngoku, isebenze ngaphantsi kwe-S & P 500 ETF (SPY: -1.1%), i-Philadelphia Semiconductor Index (SOXX: -2.04%). kunye ne-Nifty 100 ETF (QQQ: -3.02%) ngexesha elifanayo.