Izimfanelo Zomkhiqizo

Njengenye yamagatsha ama-logic chips, ama-FPGA (Field-Programmable Gate Array) ama-chips asekelwe kumadivayisi ahlelekayo (PAL, GAL) futhi angamasekhethi ahlanganisiwe enziwe ngokwezifiso, ahlelekayo, aziwa ngokuthi “ama-universal chips”.Ama-FPGA anezinzuzo zokuhleleka kwenkundla (ukuguquguquka okuphezulu), isikhathi esifushane sokuya emakethe (yonga emijikelezweni yokugeleza), izindleko eziphansi kunama-ASIC enziwe ngokwezifiso ngokugcwele (yonga ezindlekweni zokugeleza), nokufana okukhulu kunemikhiqizo yenhloso evamile.

Ama-FPGA asetshenziswa ezinhlobonhlobo zezinhlelo zokusebenza ezansi nomfula futhi isidingo sikhula kancane kancane, ikakhulukazi sihlanganisa ukuxhumana kwenethiwekhi (5G), i-IoT yezimboni, ugesi wabathengi, izikhungo zedatha, ugesi wezimoto (ukushayela okuzenzakalelayo), ubuhlakani bokwenziwa (AI), neminye imikhakha.Phakathi kwazo, ukuxhumana kwenethiwekhi, ugesi wabathengi, kanye ne-automotive electronics yizimo zayo eziyinhloko zokusetshenziswa, ezibalela ngaphezu kuka-80% wesidingo esiphelele.Ngokuzayo, okuqhutshwa isidingo samandla aphezulu ekhompyutha ku-5G, AI, izikhungo zedatha nokushayela okuzimele, ukukhula kwesidingo semakethe ye-FPGA chip kuqinisekile.Ngaphezu kwalokho, njengoba i-Intel, i-AMD nezinye izinkampani zihlanganisa kancane kancane ama-CPU nama-FPGA ezimweni zokubala okuphezulu futhi zikhuphule ukutshalwa kwezimali kwazo kumakhompyutha ahlukahlukene, imakethe ye-FPGA yomhlaba wonke izovuleka.NgokukaFrost & Sullivan, imakethe yomhlaba wonke ye-FPGA kulindeleke ukuthi ifinyelele ku-US $ 12.58 billion ngo-2025, nge-CAGR ephakathi kuka-11% eminyakeni eyi-16-25.

Uma kuqhathaniswa nama-CPU, ama-GPU, ama-ASIC, neminye imikhiqizo, ama-FPGA chips anemikhawulo ephezulu yenzuzo.Kubikwa ukuthi umkhawulo wenzuzo wezinga lesango lesigidi esiphansi neliphakathi nendawo kanye nezinga lesango lezigidi eziyi-10 amabhizinisi e-FPGA chip R&D asondele ku-50%, kanti umkhawulo wenzuzo wezinga lesango lesango le-FPGA chip R&D licishe libe ngama-70. %.Njengoba kukhonjisiwe eshadini elingezansi, imajini ephelele ye-Xilinx kumakota ayishumi edlule isalokhu ingaphezulu kwama-65%, iphakeme kune-gross margins ye-Nvidia ne-AMD ngesikhathi esifanayo.

Ama-FPGA anezithiyo eziphezulu zokungena futhi adinga ihadiwe kanye nokuthuthukiswa kwesoftware: Ama-FPGA anemigoqo ephezulu yobuchwepheshe kwisoftware ezinikele ye-EDA, izakhiwo eziyinkimbinkimbi zehadiwe, kanye nesivuno esiphansi, ngakho-ke imakethe yomhlaba wonke ye-FPGA ihlezi ikuphethini yokuncintisana ye-duopoly, neziqhwaga ezine eziphezulu. okuyi-Xilinx, Intel (Altera), i-Lattice ne-Microchip, ene-CR4 ≥ 90%.Phakathi kwazo, isabelo semakethe sika-Xilinx emakethe ye-FPGA yomhlaba wonke sihlala singaphezulu kwama-50%, ukugxilwa kwe-Top1 kungokwesibili kuphela kumakethe ye-PC CPU ne-GPU, kanye ne-akhawunti ye-Intel (Altera) engaphezu kuka-80% yesabelo semakethe ye-FPGA, umphumela wamandla embonini uyabonakala.

Izinkomba ezimbili ezibalulekile zama-FPGAs: inqubo yobuchwepheshe kanye nokuminyana kwesango elinengqondo

Isakhiwo esidingekayo sama-FPGA sisabuswa yizinqubo ezingu-28nm noma ngaphezulu kanye namaseli anengqondo angu-100K noma ambalwa.

Ngokwenqubo, ama-28-90nm FPGA chips abusa ngenxa yokusebenza kwawo okumba eqolo kanye nesivuno.Inqubo ethuthukisiwe inokusetshenziswa kwamandla okuphansi nokusebenza okuphezulu, futhi kulindeleke ukuthi ama-FPGA chips anenqubo engaphansi kwe-28nm azongena esikhathini sokuthuthuka okusheshayo.Ngokuphathelene nokuminyana kwesango elinengqondo, isidingo sama-chips e-FPGA anamaseli anengqondo angaphansi kwe-100K okwamanje sikhulu, silandelwa ingxenye yeseli enengqondo engu-100K-500K.

Njengemakethe enkulu kunazo zonke ye-Xilinx, i-Asia Pacific (ikakhulukazi i-China) inomthelela omkhulu emalini engenayo yenkampani.NgokukaFrost & Sullivan, imakethe yaseChina FPGA ngokwemibandela yokuthengisa ngo-2019 ingama-63.3% no-20.9% wenqubo engu-28-90nm, kanye no-20.9% wama-sub-28nm process FPGAs, ngokulandelana;kanye no-38.2% no-31.7% wamaseli anengqondo angaphansi kwe-100K, namaseli anengqondo angu-100K-500K, ngokulandelanayo.

Ehlomula ekuthuthukisweni kobuchwepheshe obufana ne-5G, i-AI, nokushayela okuzenzakalelayo, kanye nokuthuthukiswa kwezikhungo zedatha, ukuze kuqhutshekwe nokwanda kwemakethe, umholi we-FPGA u-Xilinx uthole ukuguqulwa kwemali engenayo okumise okuka-V eminyakeni emibili edlule.Imali engenayo ye-Celeris FY22Q2 yenyuke ngo-22.1% unyaka nonyaka yafinyelela ku-US$936 wezigidi;inzuzo enkulu inyuke ngo-16.7% unyaka nonyaka yafinyelela ku-US$632 wezigidi;inzuzo yonke inyuke ngo-21% unyaka nonyaka yafinyelela ku-US$235 wezigidi.

Kusukela ekupheleni kuka-11/1/22, i-Xilinx ikhuphuke ngo-49.84% ku-Y21 kanye -5.43% ku-Y22 kuze kube manje, ingasebenzi kahle nge-S&P 500 ETF (SPY: -1.1%), Philadelphia Semiconductor Index (SOXX: -2.04%) kanye ne-Nifty 100 ETF (QQQ: -3.02%) ngesikhathi esifanayo.