EP4CGX50CF23C8N amasha&original ic chips amasekethe ahlanganisiwe izingxenye zikagesi intengo engcono indawo eyodwa thenga isevisi ye-BOM

Izimfanelo Zomkhiqizo

Isilinganiso sezindleko zokuthengisa sizinzile, kuyilapho isilinganiso sezindleko ze-R&D kanye nesilinganiso sezindleko zokuphatha siyehla.Isilinganiso sezindleko zokuthengisa sango-2021, isilinganiso sezindleko zokuphatha, nesilinganiso sezindleko zezimali singu-6.66%, 4.35%, no-0.05% ngokulandelana, kanti isilinganiso sezindleko zokuphatha sehle ngamaphesenti angu-1.7 kanye nesilinganiso sezindleko ze-R&D sehle ngamaphesenti angu-2.2 uma kuqhathaniswa no-2020.

Isilinganiso sezindleko ze-R&D se-Shanghai Fudan siphezulu kunezinga elimaphakathi lomkhakha.Nakuba isilinganiso sezindleko ze-R&D sehlile eminyakeni emibili edlule, inkampani igcine izinga eliphezulu lezindleko ze-R&D futhi isezingeni eliphezulu embonini.Ukutshalwa kwezimali okuqhubekayo nokuzinzile kwe-R&D kulungele ukuthuthukisa ukuncintisana okuyinhloko kwenkampani kanye nokuvikela isikhundla sayo sokuhola ezimakethe endaweni ye-niche.Izinga lezindleko ze-R&D ze-Shanghai Fudan liphezulu kakhulu kunelabanye abakhiqizi embonini, ngaphandle kwesilinganiso esincane semali engenayo se-Anlu Technology, esisesigabeni sokuqala sokumakethwa kwemikhiqizo esezingeni eliphezulu futhi enenani eliphakeme lezindleko ze-R&D. kunenkampani.Emkhakheni womklamo we-IC, onezithiyo eziphezulu zobuchwepheshe, uhla olubanzi lwenkampani lwemikhiqizo ye-semiconductor kulindeleke ukuthi luhlale lusesikhathini samanje futhi luphindaphindeka, futhi lungahlangabezana ngokuqhubekayo nezidingo ezihlukene zemakethe.

Ithimba le-R&D le-Shanghai Fudan lizinzile uma kuqhathaniswa.Ngo-2020 nango-2021, abasebenzi be-R&D benkampani bazoba ngaphezu kwengxenye yenani eliphelele labasebenzi;ngo-2021, kuzoba nokwehla kancane kwabasebenzi be-R&D, okubangelwa ikakhulukazi ukulahlekelwa abasebenzi be-R&D ngenxa yamaholo aphezulu kakhulu ezinkampani ezithile zontanga.Phakathi kwezinkampani zontanga, inani labasebenzi be-R&D be-Zigong SMiT kanye ne-OnLu Technology lizokhuphuka ngo-19.5% kanye no-24.9% unyaka nonyaka ngo-2021. Uma kubhekwa ukuthi i-Advan Technology igxile kuma-chips e-FPGA, i-Shanghai Fudan kulindeleke ukuthi ibhekane nengcindezi yokuncintisana evela. I-Ziguang SMiT ne-Advan Technology emkhakheni we-FPGA neminye imikhiqizo yokuvimbela ubuchwepheshe obuphezulu esikhathini esizayo.

Isilinganiso sezindleko zokuthengisa ze-Shanghai Fudan sisendaweni ehamba phambili embonini, kodwa kusenomehluko ezindlekweni zokuthengisa uma kuqhathaniswa nabanye abathengisi abafana ne-Ziguang SMi.Isilinganiso sezindleko zokuthengisa sango-2021 singu-6.66%, okungamaphesenti okungenani ama-2 amaphuzu aphezulu kunomkhakha.Kodwa-ke, inani lezindleko zokuthengisa liyi-172 million RMB, okuseyigebe elithile uma kuqhathaniswa nezigidi ezingama-244 zama-RMB ze-ZTE kanye nezigidi ezingama-221 zamaRMB ze-ZTE.Ekupheleni kuka-2021, iShanghai Fudan yayinabasebenzi abangu-270 abathengisayo, ababalelwa ku-17.64% wabasebenzi benkampani, iqembu elikhulu kunoontanga bayo baseShayina.

2. Isidingo esiqinile semakethe sama-FPGA enziwe eChina, futhi inkampani inenzuzo yobuholi kwezobuchwepheshe

Ama-chips e-FPGA (Field-Programmable Gate Array) angelinye lamagatsha abalulekile ama-logic chips, asekelwe kumadivayisi ahlelekayo (PAL, GAL) futhi athathe indawo ku-chip boom eminyakeni yamuva nje ngezici zawo ezihlukile zokwenza ngokwezifiso. nokuhleleka, futhi abizwa ngokuthi “ama-chips ajwayelekile”.“Ama-FPGA anezinzuzo zokuhleleka kwenkundla, isikhathi esifushane sokuya emakethe, izindleko eziphansi kunama-ASIC enziwe ngokwezifiso ngokugcwele, nokufana okukhulu kunemikhiqizo yenhloso evamile (isb, ama-CPU).Ezimeni zohlelo lokusebenza ezifana nokuxhumana kwe-5G kanye nobuhlakani bokwenziwa, lapho indlela yobuchwepheshe ingakachazwa ngokugcwele futhi kudingeka ukuthuthukiswa okuphindaphindayo okusheshayo, ama-FPGA angakwazi ukuhambisana nama-CPU ukuze anikeze izixazululo zesistimu ezifanele.

(1) Uma kuqhathaniswa ne-CPU, i-chip ye-FPGA inenzuzo esobala yekhompuyutha efanayo, futhi isivinini sokucubungula isithombe singcono kune-CPU, futhi uma siqhathaniswa ne-GPU, i-FPGA ingahlelwa kabusha futhi ibe nenzuzo esobala ekusetshenzisweni kwamandla.(2) Uma kuqhathaniswa nama-ASIC, ama-FPGA chips anemijikelezo emifushane yokuthuthuka kanye nemijikelezo emifushane yokugeleza kwe-chip, engasiza izinkampani ukuba zifinyeze isikhathi sazo sokuya emakethe;Izixazululo ze-ASIC zinezindleko ezigxilile kuyilapho ama-FPGA cishe engenazo, kodwa njengoba ukusetshenziswa kunyuka, izixazululo ze-ASIC zinezinzuzo eziningi zezindleko ngenxa yomnotho wesilinganiso.Ngaphezu kwalokho, amabhulokhi okunengqondo nokuxhumana ngaphakathi kwama-FPGA angaklanywa izikhathi eziningi ukuze enze imisebenzi enengqondo ehlukene, futhi imvelo ehlelwa kabusha isiza onjiniyela balungise kalula imisebenzi ye-chip ukuze banike amandla ukushintshwa komkhiqizo okusheshayo futhi bazivumelanise kangcono ne-5G, AI, nezinye izidingo zohlelo lokusebenza.Ngokusho kwedatha kaFrost & Sullivan, imakethe yaseChina FPGA izokhula isuka ku-$6.56 billion ngo-2016 iye ku-$15.03 billion ngo-2020, ku-CAGR yama-23.1%.Imakethe ye-FPGA yaseChina kulindeleke ukuthi ifinyelele ku- $ 33.22 billion ngo-2025, ne-CAGR engaba ngu-17% ukusuka ngo-2020 kuya ku-2025.