EP2AGX65DF25C6G zatsopano & zoyambilira za ic tchipisi zophatikizika zida zamagetsi mtengo wabwino malo amodzi gulani ntchito za BOM

Makhalidwe a Zamalonda

Lipoti la Kafukufuku wa Shanghai Fudan: Mtsogoleri wa FPGA Akupitiriza Kukula Kwambiri, Zotsogola Zamakono + Zothandizira Zogulitsa

1. Shanghai Fudan: Kampani yaku China yotsogola ya IC ndikukula kwachangu kwa FPGAs

Yakhazikitsidwa mu 1998, Shanghai Fudan ndi opanga otsogola ku China akuyang'ana kwambiri kapangidwe ka digito ndi kuyesa kwa chip.Mu 1998, kampaniyo inayamba bizinesi yake m'mabwalo apadera a mafoni, majenereta oyendetsa njinga zamoto, ndi magalimoto, ndipo mu 1999, adayambitsa tchipisi ta 8K memory card ndipo adalembedwa bwino pa Hong Kong GEM Board mu 2000. Zaka zisanu pambuyo pake mindandanda bwino ku Hong Kong, kampani motsatizana anapezerapo anzeru khadi tchipisi, mphamvu mita MCUs, RFID tchipisi, ndi mafoni SoC chips, bwino kulowa zachuma, mayendedwe, ndi ogula zamagetsi misika;kampaniyo inayambitsa tchipisi ta NFC pamakhadi oyendera anthu onse mu 2015. Mu 2017, zinthu zathu za SLC NAND Flash ndi NOR Flash zidapindula kawiri mu R&D ndi malonda a voliyumu.Mu 2020, kampaniyo idakhazikitsa chip choyamba cha 28nm PSoC ku China.M'tsogolomu m'malo mwa tchipisi ta FPGA, Shanghai Fudan akuyembekezeka kukhala mtsogoleri ku China.

Mbiri ya Fudan ndiyofunikira, ndipo kulimbikitsana kwachuma kumatsimikizira kukhazikika kwanthawi yayitali kwa ogwira ntchito zaukadaulo.Wapampando wa board ya Shanghai Fudan, wachiwiri kwa purezidenti, mainjiniya wamkulu, ndi wachiwiri kwa mainjiniya onse agwira ntchito ku Fudan University, ndipo director director ndi labotale yoyang'anira chitetezo agwiranso ntchito ku Shanghai Fudan kwa nthawi yayitali.Choncho, kasamalidwe pachimake Shanghai Fudan ali ndi maziko amphamvu mu Fudan University.Mamembala amgululi ali ndi luso lazopangapanga, kasamalidwe kabwino kwambiri, komanso luso lazamaluso.

Shanghai Fudan ili ndi masheya ochepa kwambiri ndipo imathandizidwa ndi Shanghai State-owned Assets Supervision and Administration Commission ndi Fudan University.Pofika pa Juni 30, 2022, wogawana nawo wamkulu kwambiri pakampaniyo ndi Shanghai Fudan Fudan Science and Technology Industry Holding Company Limited, yomwe ndi 70.2% ya Shanghai SASAC, komanso wogawana nawo wachiwiri ku Shanghai Fudan High Technology Company, yomwe ndi 100% ya Fudan University.Likulu lokhazikika komanso lolimba laboma layala maziko a chitukuko cha kampani mu gawo la IC kapangidwe ndi zotchinga zaukadaulo wapamwamba.Pulatifomu ya umwini wa masheya a antchito imathandizira kukhazikika kwanthawi yayitali kwa oyang'anira ndi magulu aukadaulo.Malinga ndi chilengezo cha kampaniyi, oyang'anira akampani pano ali ndi magawo 27.207 miliyoni, omwe amawerengera 3.34% ya ndalama zonse zamakampani.Kampaniyo ili ndi magawo 4 ogawana nawo antchito, omwe ndi Shanghai Shengteng, Shanghai Yutang, Shanghai Xuling, ndi Shanghai Trench, omwe ali ndi antchito 150 omwe akutenga nawo gawo pagawoli, omwe amawerengera 9.8% mwa antchito onse akampani, omwe ali ndi 35.172 miliyoni. masheya, okwana 4.32% ya ndalama zonse zamakampani.

Kampaniyo ili ndi mabizinesi akuluakulu 5 ndi mizere 4 yayikulu yazogulitsa.Kampaniyo ili ndi mizere inayi yazogulitsa: tchipisi tachitetezo ndi chizindikiritso, kukumbukira kosasunthika, tchipisi tanzeru zamamita, ndi ma gate programmable gate arrays (FPGAs).Kampaniyo yapanga ubale wautali komanso wolimba wa mgwirizano ndi opanga kumtunda ndi kumunsi kwamakampani.Zogulitsa za kampaniyi zidayambitsidwa bwino ku Samsung, LG, VIVO, Haier, Hisense, Lenovo, ndi opanga ena odziwika kunja kwa China, ndipo zinthu zake zodalirika kwambiri monga FPGA zimadziwika kwambiri ndi makasitomala.

Ndalama za kampaniyo zidzawonjezeka pang'onopang'ono kuchokera ku RMB 1.424 biliyoni kufika ku RMB 2.577 biliyoni mu 2018-2021, ndipo phindu lonse lidzakhala RMB 105 miliyoni, RMB 163 Miliyoni, RMB 133 miliyoni, ndi RMB 514 miliyoni kuyambira 2018-2021, motsatira.Mu 2019, kuchuluka kwa mpikisano pamsika wa semiconductor kudadzetsa kutsika kwamitengo yazinthu zamakampani, makamaka zosungira, komanso kutsika kwa malire ophatikizika ndi ndalama zambiri pakufufuza ndi chitukuko zidabweretsa kutayika.Malinga ndi chilengezo cha kampaniyo, kuyambira pakukhazikitsidwa kwa tchipisi ta 28nm mabiliyoni a FPGA mu 2018, kampaniyo yapachaka yotumizidwa ndi FPGA yokhudzana ndi chip imadutsa 60 miliyoni.Chifukwa chakukula kwamakampani komanso kufunikira kwakukulu mu 2021, mizere inayi yayikulu yamakampani ikugulitsidwa bwino, ndalama zomwe zimakula ndi 52% pachaka.

Ndalama za FPGA ndi mita yanzeru za MCU zidapangitsa kuwonjezeka kwa kusakanikirana kwazinthu.Malinga ndi zomwe kampaniyo idalengeza, mu 2021, ndalama za kampani ya FPGA chip ndi smart meter MCU chip ndalama zidzakhala 427 miliyoni yuan ndi 295 miliyoni yuan motsatana, zomwe zimapanga 12% ndi 17% ya ndalama zonse zakampani, kuwonjezeka kwa 4 peresenti ndi 6 peresenti motsatana kuchokera mu 2018. Kampani yakhala ikupanga zida za chip FPGA, ndipo gawo lomwe limapeza likukulirakulira.

Phindu limakhala bwino kwambiri, ndipo tchipisi ta FPGA timapereka phindu lalikulu.Malinga ndi chilengezo cha kampaniyo, kuchepa kwa phindu lalikulu mu 2019 makamaka chifukwa cha kuchepa kwa phindu lalikulu la chitetezo ndi zizindikiritso za tchipisi ndi zinthu zokumbukira zosasinthika, zomwe, limodzi ndi kuchuluka kwa R&D ndi ndalama zoyendetsera kampani, zidapangitsa. mu kutayika mu phindu lonse la chaka.Mu 2021, malire onse adafika 58.91%, chiwonjezeko cha pafupifupi 13 point pachaka.Zotsatira zaposachedwa za kampani 2022H1 zikuwonetsa kuti malirewo akwera mpaka 65.00%.Mwa malonda, FPGA ndi tchipisi zofananira zili ndi malire apamwamba kwambiri, okhala ndi malire okhazikika opitilira 80% pazaka ziwiri zapitazi.Kupindula ndi kukwera kwakukulu kwamakampani opanga ma semiconductor, malire azinthu zina zazikuluzikulu zamakampani akwera ndi 10 mpaka 20 mfundo mu 2021 poyerekeza ndi 2020.