EP4CGX50CF23C8N latsopano&original ic tchipisi Integrated zigawo zikuluzikulu zamagetsi mtengo wabwino malo amodzi kugula BOM utumiki

Makhalidwe a Zamalonda

Chiŵerengero cha ndalama zogulitsira malonda ndi chokhazikika, pamene chiŵerengero cha ndalama za R & D ndi chiŵerengero cha ndalama zoyendetsera ntchito chikuchepa.2021 chiŵerengero cha ndalama zogulira, chiŵerengero cha ndalama zoyendetsera ntchito, ndi chiŵerengero cha ndalama zandalama ndi 6.66%, 4.35%, ndi -0.05% motsatira, ndipo chiŵerengero cha ndalama zoyendetsera ntchito chinatsika ndi 1.7 peresenti ndipo chiŵerengero cha ndalama za R&D chinatsika ndi 2.2 peresenti poyerekeza ndi 2020.

Chiwongola dzanja cha R&D cha Shanghai Fudan ndichokwera kuposa kuchuluka kwamakampani.Ngakhale chiwongola dzanja cha kampaniyi chatsika m'zaka ziwiri zapitazi, kampaniyo yasungabe ndalama zambiri za R&D ndipo ili pamwamba pamakampaniwo.Kusungitsa ndalama kosalekeza komanso kosasunthika kwa R&D kumathandizira kupititsa patsogolo mpikisano wamakampani ndikupeza utsogoleri wawo wamsika mdera la niche.Mtengo wamtengo wapatali wa R&D wa Shanghai Fudan ndi wokwera kwambiri kuposa wa opanga ena ogulitsa, kupatula ndalama zochepa za Anlu Technology, zomwe zikadali pagawo loyambirira la kutsatsa kwazinthu zapamwamba kwambiri ndipo zili ndi ndalama zambiri za R&D. kuposa kampaniyo.Pankhani ya mapangidwe a IC, omwe ali ndi zotchinga zapamwamba zaukadaulo, zinthu zambiri zamakampani zomwe zimapangidwira zimayembekezeredwa kukhala zaposachedwa komanso zosinthika, ndipo zimatha kukwaniritsa zosowa zosiyanasiyana pamsika.

Gulu la Shanghai Fudan la R&D ndilokhazikika.Mu 2020 ndi 2021, ogwira ntchito pamakampani a R&D adzakhala opitilira theka la antchito onse;mu 2021, padzakhala kuchepa pang'ono kwa ogwira ntchito za R&D, zomwe zachitika makamaka chifukwa chakutayika kwa ogwira ntchito ku R&D chifukwa cha malipiro okwera kwambiri amakampani anzawo.Pakati pa makampani a anzawo, chiwerengero cha antchito a R & D a Zigong SMiT ndi OnLu Technology chidzawonjezeka ndi 19.5% ndi 24.9% chaka ndi chaka mu 2021. Poganizira kuti Advan Technology ikuyang'ana kwambiri tchipisi ta FPGA, Shanghai Fudan ikuyembekezeka kukumana ndi mpikisano wothamanga kuchokera Ziguang SMiT ndi Advan Technology m'munda wa FPGA ndi zinthu zina zaukadaulo wapamwamba kwambiri m'tsogolomu.

Chiŵerengero cha ndalama zogulitsa za Shanghai Fudan ndichotsogola kwambiri pamakampani, komabe pali kusiyana pamitengo yogulitsa poyerekeza ndi mavenda ena monga Ziguang SMi.Chiŵerengero cha ndalama zogulitsira mu 2021 ndi 6.66%, zomwe ndi 2 peresenti yapamwamba kuposa makampani.Komabe, ndalama zogulira ndalama ndi 172 miliyoni RMB, zomwe zikadali kusiyana kwina poyerekeza ndi 244 miliyoni RMB ya ZTE ndi 221 miliyoni RMB ya ZTE.Pofika kumapeto kwa 2021, Shanghai Fudan inali ndi antchito 270 ogulitsa, omwe amawerengera 17.64% ya ogwira ntchito pakampaniyo, gulu lalikulu kuposa anzawo aku China.

2. Kufuna kwamphamvu pamsika kwa ma FPGA opangidwa ndi China, ndipo kampaniyo ili ndi mwayi wotsogolera paukadaulo

Tchipisi za FPGA (Field-Programmable Gate Array) ndi imodzi mwamagawo ofunikira a ma logic chips, omwe amakhazikika pazida zokhazikika (PAL, GAL) ndipo atenga malo mu chip boom m'zaka zaposachedwa ndi mawonekedwe awo apadera akusintha mwamakonda. ndi programmability, ndipo amatchedwa "chips universal"."Ma FPGA ali ndi maubwino osinthika m'munda, kugulitsa kwakanthawi kochepa, mtengo wotsika kuposa ma ASIC okhazikika, komanso kufanana kwakukulu kuposa zinthu zomwe zimagwiritsidwa ntchito nthawi zonse (mwachitsanzo, ma CPU).Muzochitika zogwiritsira ntchito monga kuyankhulana kwa 5G ndi luntha lochita kupanga, kumene njira yaukadaulo sinafotokozedwe bwino ndipo kukweza kofulumira kumafunika, ma FPGA amatha kuthandizira ma CPU kuti apereke mayankho abwino.

(1) Poyerekeza ndi CPU, FPGA chip ili ndi mwayi wodziwikiratu wofananira ndi kompyuta, ndipo kuthamanga kwazithunzi ndikwabwinoko kuposa CPU, ndipo poyerekeza ndi GPU, FPGA imatha kukonzedwanso ndipo ili ndi mwayi wowonekera pakugwiritsa ntchito mphamvu.(2) Poyerekeza ndi ma ASICs, tchipisi ta FPGA zimakhala ndi zozungulira zazifupi komanso zozungulira zazifupi, zomwe zingathandize makampani kufupikitsa nthawi yawo kupita kumsika;Mayankho a ASIC ali ndi ndalama zokhazikika pomwe ma FPGA alibe pafupifupi, koma momwe kugwiritsidwira ntchito kumachulukira, mayankho a ASIC ali ndi zabwino zambiri chifukwa chachuma.Kuphatikiza apo, zotchingira zomveka ndi zolumikizira mkati mwa FPGA zitha kupangidwa kangapo kuti zigwire ntchito zosiyanasiyana zolingalira, ndipo mawonekedwe osinthika amathandizira opanga kusintha magwiridwe antchito a chip kuti athandizire kusintha mwachangu kwazinthu ndikusinthira ku 5G, AI, ndi zofunikira zina zogwiritsira ntchito.Malinga ndi data ya Frost & Sullivan, msika waku China FPGA udzakula kuchoka pa $6.56 biliyoni mu 2016 mpaka $15.03 biliyoni mu 2020, pa CAGR ya 23.1%.Msika wa FPGA waku China ukuyembekezeka kufika $33.22 biliyoni pofika 2025, ndi CAGR pafupifupi 17% kuyambira 2020 mpaka 2025.