EP2AGX65DF25C6G amasha&asekuqaleni ic chips amasekethe ahlanganisiwe izingxenye zikagesi intengo engcono indawo eyodwa thenga isevisi ye-BOM

Izimfanelo Zomkhiqizo

Umbiko Wokucwaninga we-Shanghai Fudan: Umholi we-FPGA Uyaqhubeka Nokukhula Okuphezulu, Ukuhola Kwezobuchwepheshe + Ukuhambisana Nokuthengisa

1. I-Shanghai Fudan: Inkampani yase-China ehamba phambili yokuklama i-IC ngokukhula okusheshayo okuqhubekayo kwama-FPGA

Yasungulwa ngo-1998, i-Shanghai Fudan ingumkhiqizi ohamba phambili e-China egxile ekwakhiweni kwe-chip yedijithali nokuhlolwa kwe-chip.Ngo-1998, inkampani yaqala ibhizinisi layo kumasekhethi akhethekile ezingcingo, amajeneretha okuthungela izithuthuthu, kanye nezimoto, kwathi ngo-1999, yethula ama-memory card chips angu-8K futhi yafakwa ngempumelelo ohlwini lwe-GEM Board yaseHong Kong ngo-2000. Eminyakeni emihlanu ngemva kwalokho ukufakwa kuhlu okuyimpumelelo e-Hong Kong, inkampani yethule ngokulandelana ama-smart card chips, ama-MCUs wamamitha wamandla, ama-RFID chips, nama-chips e-SoC omakhalekhukhwini, ingena ngempumelelo ezimakethe zezimali, ezokuthutha, kanye nezimakethe zabathengi;inkampani yethula ama-chips okulawula e-NFC ekhadi lezokuthutha zomphakathi ngo-2015. Ngo-2017, imikhiqizo yethu ye-SLC NAND Flash kanye ne-NOR Flash yazuza impumelelo ephindwe kabili ku-R&D nokuthengiswa kwevolumu.Ngo-2020, inkampani yethula i-chip yokuqala ye-28nm ye-PSoC yaseChina.Esikhathini esizayo sokushintshwa kwasekhaya kwama-chips e-FPGA, u-Shanghai Fudan kulindeleke ukuthi abe ngumholi e-China.

Isizinda se-Fudan sibalulekile, futhi isinxephezelo sokulingana siqinisekisa ukuzinza kwesikhathi eside kwabasebenzi abangochwepheshe bezobuchwepheshe.Usihlalo webhodi le-Shanghai Fudan, iphini likamongameli, unjiniyela omkhulu, kanye nesekela likanjiniyela omkhulu bonke basebenze e-Fudan University, kanti umqondisi womkhiqizo kanye nomqondisi welebhu yezokuphepha nabo basebenze e-Shanghai Fudan isikhathi eside.Ngakho-ke, ukuphathwa okuyisisekelo kwe-Shanghai Fudan kunesizinda esiqinile eFudan University.Amalungu eqembu anolwazi olucebile lwezimboni, izinga lokuphatha elihle kakhulu, kanye nezinga lobuchwepheshe elijulile.

I-Shanghai Fudan inamasheya ahlukaniswe ngokuqhathaniswa futhi isekelwa Ikhomishana Yokuphatha Izimpahla Ephethwe yi-Shanghai State-owned kanye ne-Fudan University.Kusukela mhla zingama-30 kuJuni 2022, umnikazi wamasheya omkhulu wenkampani yi-Shanghai Fudan Fudan Science and Technology Industry Holding Company Limited, ephethwe yi-Shanghai SASAC engu-70.2%, futhi ingeyesibili umnikazi wamasheya ngobukhulu e-Shanghai Fudan High Technology Company, ephethwe yi-100%. Inyuvesi yaseFudan.Inhloko-dolobha ezinzile futhi eqinile engaphansi kukahulumeni iye yabeka isisekelo sokuthuthukiswa kwenkampani emkhakheni wokuklama we-IC ngezithiyo zobuchwepheshe obuphezulu.Inkundla yobunikazi besitoko sabasebenzi ithuthukisa ukuzinza kwesikhathi eside kwabaphathi namaqembu ezobuchwepheshe.Ngokwesimemezelo sale nkampani, abaphathi bale nkampani njengamanje banamasheya angu-27.207 million, okubalelwa ku-3.34% wesamba semali yamasheya enkampani.Inkampani inezinkundla ezine zezabelo zabasebenzi, okuyi-Shanghai Shengteng, i-Shanghai Yutang, i-Shanghai Xuling, ne-Shanghai Trench, enabasebenzi abangu-150 ababambe iqhaza ekubambeni amasheya, okubalelwa ku-9.8% yenani eliphelele labasebenzi beNkampani, ebambe isamba esiyizigidi ezingama-35.172 amasheya, ebalelwa ku-4.32% wesamba semali enkulu yamasheya eNkampani.

Inkampani inamabhizinisi amakhulu ama-5 kanye nemigqa yemikhiqizo emikhulu emi-4.Le nkampani inemigqa emine yomkhiqizo: ama-chips okuphepha nawokuhlonza, inkumbulo engaguquguquki, ama-smart meter chips, kanye nezinhlelo zesango ezihlelekayo (ama-FPGA).Inkampani yakhe ubudlelwano besikhathi eside nobuqinile bokubambisana nabakhiqizi abakhuphuka nomfula kanye nabaphansi ochungechungeni lwemboni.Imikhiqizo yale nkampani yethulwe ngempumelelo kwa-Samsung, LG, VIVO, Haier, Hisense, Lenovo, nabanye abakhiqizi abaziwayo ngaphandle kwaseShayina, futhi imikhiqizo yayo ethembeke kakhulu efana nama-FPGA aqashelwa kakhulu ngamakhasimende.

Imali engenayo yenkampani izokhula kancane isuka ku-RMB 1.424 billion iye ku-RMB 2.577 billion ngo-2018-2021, kanti inzuzo iyonke izoba ngu-RMB 105 million, RMB 163 Million, RMB 133 million, kanye ne-RMB 514 million kusukela ngo-2018-2021, ngokulandelana.Ngo-2019, ukwanda kokuncintisana emakethe ye-semiconductor kwaholela ekwehleni kwamanani entengo yemikhiqizo yenkampani, ikakhulukazi imikhiqizo yokugcina impahla, kanye nokwehla kwesamba semali kuhlanganiswe nokutshalwa kwezimali okuphezulu ocwaningweni nasekuthuthukisweni kuholele ekulahlekelweni.Ngokwesimemezelo senkampani, kusukela ekwethulweni kwama-chips we-FPGA wesango eliyizigidi eziyizinkulungwane ezingama-28 ngo-2018, isilinganiso sonyaka senkampani sokuthunyelwa kwe-chip esihlobene ne-FPGA sidlula izigidi ezingama-60.Ngokukhula kwemboni kanye nesidingo esinamandla ngo-2021, imigqa yemikhiqizo emine emikhulu yenkampani ithengiswa kahle, futhi imali engenayo ikhula ngo-52% unyaka nonyaka.

Imali engenayo ye-FPGA ne-smart meter ye-MCU ibalwe ukwanda kwengxube yomkhiqizo.Ngokwesimemezelo senkampani, ngo-2021, imali yenkampani ye-FPGA chip kanye ne-smart meter MCU chip izoba ngama-yuan ayizigidi ezingama-427 kanye nama-yuan ayizigidi ezingama-295 ngokulandelana, okuzoba ngu-12% no-17% wemali yonke yenkampani, ukukhuphuka ngamaphesenti ama-4 futhi Amaphesenti angu-6 ngokulandelana kusukela ngo-2018. Inkampani ibimatasa ithuthukisa imikhiqizo ye-chip ye-FPGA, futhi isabelo sayo semali engenayo siyaqhubeka nokukhula.

Inzuzo ithuthukiswa kakhulu, futhi ama-FPGA chips anikela ngenzuzo enkulu.Ngokwesimemezelo sale nkampani, ukwehla kwesilinganiso senzuzo enkulu ngo-2019 kudalwe ikakhulukazi ukwehla kwesilinganiso senzuzo enkulu yama-chips ezokuphepha nawokuhlonza kanye nemikhiqizo yenkumbulo engaguquki, okuholele ekutheni, kanye ne-R&D ephezulu yenkampani kanye nezindleko zokuphatha. ekulahlekelweni enzuzweni yonke yonyaka.Ngo-2021, i-gross yafinyelela ku-58.91%, okuwukunyuka cishe ngamaphuzu ayi-13 unyaka nonyaka.Imiphumela yakamuva yenkampani ye-2022H1 ikhombisa ukuthi imajini iyonke ikhuphuke yafinyelela ku-65.00%.Ngomkhiqizo, i-FPGA nama-chips ahlobene anesilinganiso esiphezulu se-gross, enezinga elizinzile le-gross elingaphezu kuka-80% eminyakeni emibili edlule.Ngokuhlomula ekukhuleni okuphezulu kwemboni ye-semiconductor, amamajini aphelele weminye imigqa emithathu yemikhiqizo emikhulu izokhuphuka ngamaphuzu ayi-10 kuye kwangama-20 ngo-2021 uma kuqhathaniswa no-2020.