EP4CGX75CF23C8N amasha&original ic chips amasekethe ahlanganisiwe izingxenye zikagesi intengo engcono indawo eyodwa thenga isevisi ye-BOM

Izimfanelo Zomkhiqizo

2.1 Ama-FPGA chips agxila ezinhlelweni ezithembeke kakhulu futhi kulindeleke ukuthi aqhubeke nokukhula okuphezulu

Imikhiqizo ye-FPGA ye-Shanghai Fudan isetshenziswa kakhulu emkhakheni wokuthembeka okuphezulu.Imikhiqizo ejwayelekile ye-FPGA yomphakathi ibeka phambili ukusebenza, ukusetshenziswa kwamandla, kanye nezindleko, futhi ikhiqizwa ngobuningi.Izimo eziyinhloko zokusetshenziswa kwama-FPGA athembeke kakhulu zidingeka kakhulu futhi ngokuvamile azidingi ubuchwepheshe benqubo obuphambili kakhulu, futhi izidingo zokuthembeka nokuqina komkhiqizo zivelele kakhulu.Ngo-2018, i-Shanghai Fudan yakhipha isizukulwane esisha semikhiqizo ye-FPGA enamasango ezigidigidi enamalungelo empahla yengqondo ezimele ngokugcwele, yaba indlu yokuqala yaseShayina yokuklama ukwethula imikhiqizo ye-FPGA yamasango amakhulu amakhulu.Njengamanje, i-Shanghai Fudan igxile kuma-FPGA ohlobo lwe-SRAM, ikakhulukazi afaka amasango ayizigidi eziyi-10, amasango ayizigidi eziyizinkulungwane ze-FPGA chips, namadivayisi ashumekiwe ahlelekayo i-PSoC izigaba ezintathu, inqubo yokukhiqiza ngobuningi ihlanganisa i-65nm-28nm.Amasango ayizigidi eziyizinkulungwane eziyi-14 I-FPGA chip kulindeleke ukuthi iqedele ukuhamba kwama-chips ekupheleni kuka-2022 futhi kulindeleke ukuthi ingene esigabeni sokukhiqiza ngobuningi ngo-2023-2024.

Izinga lobuchwepheshe le-28nm FPGA liyahola eChina.I-Shanghai Fudan ikhiphe umkhiqizo we-FPGA wamasango ayizigidi eziyizinkulungwane ezinenqubo engu-28nm ngo-2018, equkethe cishe amaseli anengqondo angu-700k anenani le-SerDes elifika ku-13.1Gbps, futhi amapharamitha angumongo wezobuchwepheshe angcono kunalawo abathengisi abakhulu baseShayina.Idatha edalulwe ku-prospectus yenkampani ikhombisa ukuthi ngonyaka ka-2019 nango-2020, imali engenayo yenkampani ye-FPGA chip izoba ngu-0.84 billion yuan kanye ne-153 million yuan, ikhuphuke ngo-22.2% kanye no-82.7% unyaka nonyaka, nesamba semali engu-97.22% no-9% ngokulandelana.Ngokwesimemezelo semali esitholwa yinkampani sika-2022H1, inkampani isifinyelele inqwaba yezinhlobo zemikhiqizo ye-FPGA futhi inikeze imikhiqizo ye-FPGA esezingeni eliphezulu emakhasimendeni angaphezu kuka-500.Ukukhula okuphezulu kwemali engenayo yebhizinisi le-FPGA.Ngokwesimemezelo senkampani, imali engenayo ye-Shanghai Fudan evela ku-FPGA namanye ama-chips ngo-2021 izoba ngu-RMB 427 million, ikhuphuke ngo-109% unyaka nonyaka.Imali engena ngo-2022H1 izoba izigidi ezingu-RMB 378, ikhuphuke ngo-121% unyaka nonyaka, eduze nenzuzo yonyaka ngo-2020, kanti imali engenayo ye-Shanghai Fudan ehlobene nama-chips e-FPGA kulindeleke ukuthi idlule i-RMB 800 million ngo-2022, igcine izinga lokukhula lonyaka elingu-100%. .Ngo-2023-2024, ama-chips enkampani we-FPGA angamabhiliyoni ayi-14nm kulindeleke ukuthi akhiqize ngobuningi, futhi inkampani kulindeleke ukuthi igcine inzuzo yayo yezobuchwepheshe emkhakheni wama-FPGA athembeke kakhulu, okuqhubeza imali engenayo ehlobene nenkampani ukuthi iqhubeke nokukhula.Silindele ukuthi imali engenayo yebhizinisi le-FPGA ibe ngama-yuan ayizigidi eziyizinkulungwane eziyi-1.658 ngo-2024, ibalwa ku-35% wemali engenayo kanye no-45% wenzuzo yonke, kanti i-CAGR yemali engenayo kanye nesamba senzuzo yebhizinisi le-FPGA izoba ngu-57% no-62%, ngokulandelana, kusukela 2021 kuya ku-2024, okuzoba umshayeli oyinhloko wokuthuthukisa ukusebenza okuphelele kwe-Shanghai Fudan.

Inkampani inamathuluzi ayo okuthuthukisa, futhi idizayini ye-FPGA ayikhawulelwe yizinkampani zangaphandle ze-EDA ne-IP.Enqubweni yokwenziwa kwe-FPGA kuzwelonke, i-Shanghai Fudan inamandla okuhlinzeka ngohlelo lokuklama lohlelo lokusebenza oluzimele noluphelele lwe-FPGA (okuhlanganisa nomklamo we-IC, i-IP, ne-EDA), oluvule izixhumanisi ezibalulekile ekwakhiweni kwe-FPGA.Izinkampani ezihamba phambili emhlabeni ze-FPGA zihlinzeka ngamathuluzi azo e-EDA kumakhasimende.I-Celeris okwamanje iphusha i-Vivado software suite, eyethulwe ngaphambili, inesizinda esikhulu somsebenzisi, isungule i-ecology enhle, ingakwazi ukufeza ukuphindaphinda komkhiqizo okufika ngesikhathi, ubuchwepheshe bokubambisana kwesofthiwe ne-hardware buvuthwe kakhulu, futhi umtapo wezincwadi we-IP otholakalayo ucebile.I-Shanghai Fudan yethule isizukulwane esisha sezigidigidi zesango le-FPGA ithuluzi lokuthuthukisa i-Procise ngo-2019, elizithuthukisile yinkampani futhi elingahlinzeka ngezinsizakalo zokudizayina okuzenzakalelayo ezigeleza ngokugcwele zama-FPGA amakhulu kakhulu futhi lihlanganise inani elikhulu lezinsiza ze-IP ukusiza. abasebenzisi bayaqaphela ngokushesha ukuthuthukiswa kwezixazululo zohlelo lokusebenza.Nokho, i-Procise iphuzile uma iqhathaniswa ne-Ceres' Vivado kanye ne-Altera's Quartus Prime, inani lezinguqulo eziphindaphindwayo lincane uma kuqhathaniswa, futhi imisebenzi ye-EDA nezinsiza zelabhulali ye-IP zidinga ukuthuthukiswa okwengeziwe.

2.2 Okuwukuphela komnikezeli wasekhaya we-28nm PSoC, okhulisa ngenkuthalo amakhasimende amaningi embonini

Ngokusho kwedatha kaFrost & Sullivan, usayizi wemakethe ye-FPGA emkhakheni wezobunhloli bokwenziwa waseChina uzogcina izinga lokukhula lika-12% -20% esikhathini esizayo futhi kulindeleke ukuthi lifinyelele kumayuan ayizigidi eziyizinkulungwane ezingu-1.25 ngo-2025. Le nkampani iveza i-PSoC ukwandisa isikhala semali engenayo ye-FPGA.Izimo zohlelo lokusebenza ezengeziwe zidinga ama-chips ukwenza imisebenzi yokulawula eyinkimbinkimbi ngaphezu kokucutshungulwa kwe-algorithmic yesamba esikhulu sedatha kanye ne-high-speed co-processors, okuzobe kuvame kakhulu esikhathini esizayo emikhakheni yobuhlakani bokwenziwa kanye nokuthembeka okuphezulu.Ngakho-ke, i-PSoC ene-fusion architecture izoba isiqondiso esibalulekile sokuthuthukiswa.Imikhiqizo yenkampani ethuthukisiwe yochungechunge lwe-Qinglong iye yathunyelwa kancane kancane, futhi iyimikhiqizo yokuqala ye-PSoC eshumekiwe eshumekiwe eyethulwe emakethe e-China, ngenqubo engu-28nm, eshumekwe ngamamojula amakhulu e-eFPGA, futhi ifakwe ama-APU kanye nokusheshisa okuningi kwe-AI. izinjini, ikakhulukazi ezokuxhumana, ukucubungula amasignali, ukucutshungulwa kwesithombe, ukulawulwa kwezimboni, nezinye izinhlelo zokusebenza.Njengamanje, i-Shanghai Fudan ukuphela komphakeli wasekhaya we-28nm PSoC e-China, futhi imikhiqizo yayo yamukelwa kahle emakethe.Ngokwesimemezelo semali esitholwa yile nkampani sika-2022Q1, uchungechunge lwe-Qinglong PSoCs (ikakhulukazi okuhlanganisa i-FMQL45T ne-FMQL45AIT) bathole ivolumu yokuthengisa eyizigidi eziyishumi.

(1) I-FMQL45T inephrosesa ye-SoC edidiyelwe eku-chip edidiyelwe esebenza kahle kakhulu kanye neyunithi ehlelekayo yamasango ayizigidi eziyizinkulungwane, engafinyelela u-1TOPS we-algorithm yokuphela ukuya ekupheleni ye-AI nge-"Fuyu Microchips" yokusheshisa i-softcore.(2) Ngokungeziwe kuphrosesa ye-SoC esebenza kahle kakhulu kanye neyunithi ehlelekayo yamasango ayizigidi eziyizinkulungwane, i-chip ye-FMQL45AIT iphinde ihlanganise injini yokusheshisa ye-AI ngokusekelwe ekwakhiweni kwe-“Fotomicro Tendon Cloud”, enganikeza i-2TOPS yamandla ekhompiyutha ye-AI kuphela.Imikhiqizo ye-PSoC isiza umbono wezimboni, ukubhekwa okuhlakaniphile, nezinye izinhlelo zokusebenza zeplathifomu esekupheleni.Le nkampani ibambisane ne-Shanghai Shentong Metro Group kanye ne-Shanghai Gaojing Inspection Technology Co. Uhlelo oluthuthukisiwe lungaqedela ukuqashelwa kwesithombe okunembayo phakathi kwama-0.1s futhi selufakwe esivivinyweni eziteshini zikamasipala ezingu-11 e-Shanghai.