Izimfanelo Zomkhiqizo

Isikhathi esikhulu somholi we-FPGA u-Xilinx

I-1, izimo zesicelo se-FPGA ezansi nomfula zibanzi, isidingo sikhula kancane kancane, ikusasa ku-5G, AI, izikhungo zedatha, ukushayela okuzenzakalelayo, nokunye ukufunwa kwamandla aphezulu wekhompyutha, ukukhula kwemakethe ye-FPGA chip kudinga ngokuqiniseka, ngokusho kwezilinganiso zikaFrost & Sullivan, usayizi wemakethe ye-FPGA yomhlaba wonke kulindeleke ukuthi ufinyelele ku- $ 12.58 billion ngo-2025, iminyaka eyi-16-25 isilinganiso se-CAGR esingaba ngu-11%.

2, uma kuqhathaniswa ne-CPU, i-GPU, i-ASIC, neminye imikhiqizo, amamajini enzuzo ye-FPGA aphakeme: izinga lesango eliphansi nelimaphakathi, izinga lesango eliyizigidi eziyi-10 I-FPGA chip R & D yenzuzo yebhizinisi esondele ku-50%, isango lebhiliyoni elikhulu labantu Izinga le-FPGA chip R & D imajini yenzuzo yebhizinisi icishe ibe ngu-70%, i-Xilinx icishe ibe yizingxenye eziyishumi zesilinganiso semali esele ukuze igcinwe ingaphezu kuka-65%, iphakeme kune-gross margin ye-Nvidia ne-AMD ngesikhathi esifanayo.

3, izithiyo zokungena ze-FPGA ziphezulu, futhi isidingo sokuthuthukiswa kokubambisana kwesoftware nehardware: Izithiyo zobuchwepheshe besoftware ye-FPGA ezinikezelwe i-EDA ziphezulu, isakhiwo sezingxenyekazi zekhompiyutha siyinkimbinkimbi, kanye nezinga lokukhiqiza eliphansi, okwenza imakethe ye-FPGA yomhlaba wonke ibe iphethini yokuncintisana ye-duopoly, okuthi, Ukuthengisa isabelo semakethe Sihlala singaphezu kwesigamu, futhi i-Intel (Altera) ihlangene yaba ngaphezu kuka-80% wesabelo semakethe, umphumela wamahhashi embonini uyabonakala;

4, bahlomule ku-5G, AI, ukushayela okuzenzakalelayo, nokunye ukuvela kobuchwepheshe kanye nokuthuthukiswa kwesikhungo sedatha ukuze kuthuthukiswe ukwanda kwesikali semakethe, eminyakeni emibili edlule i-FPGA ihola i-Xilinx ekuzuzeni ukuguqulwa kwemali engenayo okumise okwe-V, imali engenayo ye-FY22Q2, inzuzo enkulu, inzuzo yonke igcine ukukhula okunamadijithi amabili unyaka nonyaka;

I-5, inkathi ye-5G iyasondela, isiteshi sesisekelo sokuxhumana kweselula se-5G kulindeleke ukuthi sibe isikali sokwakhiwa kwemakethe yesikhathi esizayo samazinga ayizigidi eziyishumi, kuhlanganiswe nentengo ye-FPGA kanye nezinsiza ze-on-chip zihlotshaniswa kahle, intengo yeyunithi yesikhathi esizayo kulindeleke ukuthi ithuthuke. , ngakho-ke, njengezingxenye eziyinhloko zengqalasizinda ye-5G kanye nemishini yokugcina, i-FPGA kulindeleke ukuthi izuze ukukhuphuka kwenani lenani;

I-6, ngenxa yokuguquguquka kanye namakhono wekhompyutha we-high-speed, ama-FPGA asetshenziswa kabanzi emkhakheni wamakhadi wokusheshisa we-AI, ahlomula ngamathemba okuthuthuka okubanzi emkhakheni wobuhlakani bokwenziwa, isidingo sesikhathi esizayo sama-FPGA asetshenziswa emkhakheni we-AI. qhubeka nokuba nethemba;

I-7, isikhungo sedatha i-FPGA isetshenziselwa ikakhulukazi ukusheshisa ihadiwe, i-latency ephansi + i- throughput ephezulu yabeka izinzuzo eziyinhloko ze-FPGA, uma kuqhathaniswa nohlelo lwe-CPU lwendabuko ngemva kokusetshenziswa kwe-FPGA scheme processing algorithms yangokwezifiso ingafinyelela umphumela wokusheshisa obalulekile, kusukela ngo-2016 kuya phambili, iMicrosoft. I-Azure, i-Amazon AWS, amaseva wefu we-Ali aqala ukuhambisa ama-accelerator e-FPGA;

8, ukusetshenziswa kweplatifomu yekhompiyutha ye-FPGA ehlukahlukene, ingakwazi ukubhekana nokuqhuma kwedatha okulethwa ukwanda kwenani lezinzwa, inciphise isikhathi sokuphendula sonke sohlelo esilethwa ukuvumelanisa nokuhlanganiswa kwezinzwa eziningi, futhi ithuthukise ukuguquguquka nokunwebeka ukuze kuzuzwe ukuqina kusuka kuzinzwa zonqenqema kuya kuzilawuli zesizinda kuyilapho kuhlinzeka ngamakhono okuhlelwa kabusha ashukumisayo ukuze kuncishiswe izindleko zesistimu nokulahlekelwa, iminyaka engu-20 phakathi noJuni, umholi we-FPGA u-Xilinx unama-chips ezimoto angaba yizigidi ezingu-70 azosetshenziswa ku-ADAS.

9, ikusasa, eliqhutshwa igagasi le-5G, ama-FPGA alindeleke ukuthi afinyelele ukukhuphuka kwenani elilinganiselwe, kuyilapho umholi we-FPGA uCeleris ezoqhubeka nokuhlomula ku-AI, isikhungo sedatha, ukushayela okuzimele, nokunye ukukhululwa kwemakethe yesicelo se-FPGA.