EP4CGX75CF23C8N watsopano&oyambirira ic tchipisi Integrated zigawo zikuluzikulu zamagetsi mtengo wabwino malo amodzi kugula BOM utumiki

Makhalidwe a Zamalonda

Tchipisi za 2.1 FPGA zimayang'ana kwambiri pamapulogalamu odalirika kwambiri ndipo akuyembekezeka kupitiliza kukula

Zogulitsa za FPGA za Shanghai Fudan zimagwiritsidwa ntchito makamaka pankhani yodalirika kwambiri.Zogulitsa wamba za FPGA zimayika patsogolo magwiridwe antchito, kugwiritsa ntchito mphamvu, komanso mtengo wake, ndipo zimapangidwa mochuluka.Zochitika zazikulu zogwiritsira ntchito ma FPGA odalirika kwambiri ndizovuta kwambiri ndipo nthawi zambiri sizifuna ukadaulo wapamwamba kwambiri, ndipo zofunika pakudalirika kwazinthu ndi kukhazikika ndizopambana kwambiri.Mu 2018, Shanghai Fudan idatulutsa m'badwo watsopano wazinthu za FPGA zokhala ndi mabiliyoni ambiri zokhala ndi ufulu wodziyimira pawokha waluso, kukhala nyumba yoyamba yopanga yaku China kukhazikitsa zida za FPGA zazikulu kwambiri.Pakadali pano, Shanghai Fudan imayang'ana kwambiri ma FPGA amtundu wa SRAM, makamaka kuphatikiza zipata 10 miliyoni, zipata mabiliyoni a FPGA tchipisi, ndi zida zophatikizika za PSoC m'magulu atatu, njira yopanga misa imakwirira 65nm-28nm.14nm zipata mabiliyoni a FPGA chip akuyembekezeka kumaliza kutuluka kwa tchipisi kumapeto kwa 2022 ndipo akuyembekezeka kulowa gawo lopanga misa mu 2023-2024.

Mulingo waukadaulo wa 28nm FPGA ukutsogola ku China.Shanghai Fudan idatulutsa chinthu cha FPGA chokhala ndi zipata mabiliyoni ndi njira ya 28nm mu 2018, yomwe ili ndi ma cell 700k okhala ndi liwiro la SerDes mpaka 13.1Gbps, ndipo magawo apamwamba aukadaulo ndiabwino kuposa omwe amagulitsa akuluakulu aku China.Zambiri zomwe zawululidwa muzowonera zamakampani zikuwonetsa kuti mu 2019 ndi 2020, ndalama zamakampani a FPGA chip zidzakhala 0.84 biliyoni yuan ndi 153 miliyoni yuan, kukwera 22.2% ndi 82.7% pachaka, ndi malire a 97.22% ndi 9%, 9%. motsatira.Malinga ndi zomwe kampaniyo idapeza mu 2022H1, kampaniyo yafika pamitundu yambiri yazinthu za FPGA ndipo yapereka zinthu zodalirika kwambiri za FPGA kwa makasitomala opitilira 500.Kukula kwakukulu kwa ndalama zamabizinesi a FPGA.Malinga ndi chilengezo cha kampaniyo, ndalama za Shanghai Fudan zochokera ku FPGA ndi tchipisi zina mu 2021 zidzakhala RMB 427 miliyoni, kukwera 109% pachaka.Ndalama za 2022H1 zidzakhala RMB 378 miliyoni, kukwera 121% pachaka, pafupi ndi ndalama zapachaka mu 2020, ndipo ndalama za Shanghai Fudan zokhudzana ndi tchipisi ta FPGA zikuyembekezeka kupitilira RMB 800 miliyoni mu 2022, kukhalabe ndi 100% pachaka. .Pofika chaka cha 2023-2024, tchipisi ta kampaniyi cha 14nm mabiliyoni-chipata cha FPGA chikuyembekezeka kukhala chopanga anthu ambiri, ndipo kampaniyo ikuyembekezeka kukhalabe ndi mwayi waukadaulo pantchito yama FPGA odalirika, ndikuyendetsa ndalama zomwe kampaniyo imachita kuti ipitirire kukula.Tikuyembekeza kuti ndalama zabizinesi ya FPGA zikhale 1.658 biliyoni pofika 2024, zomwe zimapanga 35% ya ndalama zonse ndi 45% ya phindu lalikulu, ndipo CAGR ya ndalama ndi phindu lalikulu la bizinesi ya FPGA idzakhala 57% ndi 62%, motsatira. 2021 mpaka 2024, yomwe idzakhala dalaivala wamkulu kuti apititse patsogolo ntchito yonse ya Shanghai Fudan.

Kampaniyo ili ndi zida zake zachitukuko, ndipo kapangidwe ka FPGA sikuletsedwa ndi makampani akunja a EDA ndi IP.M'kati mwa FPGA nationalization, Shanghai Fudan ali ndi mphamvu yopereka FPGA yodziyimira payokha komanso yathunthu dongosolo kamangidwe ka ntchito (kuphatikizapo IC kamangidwe, IP, ndi EDA), amene anatsegula maulalo kiyi mu kamangidwe FPGA.Makampani otsogola padziko lonse lapansi a FPGA akupereka zida zawo za EDA kwa makasitomala.Celeris pakadali pano akukankhira pulogalamu ya Vivado, yomwe idakhazikitsidwa kale, ili ndi malo ogwiritsira ntchito ambiri, yapanga chilengedwe chabwino, imatha kukwaniritsa kubwereza kwapanthawi yake, ukadaulo waukadaulo wamapulogalamu ndi ma hardware ndi okhwima, ndipo laibulale ya IP yomwe ilipo ndi yolemera.Shanghai Fudan idakhazikitsa chida chatsopano cha mabiliyoni a chipata cha FPGA Procise mu 2019, yomwe idadzipanga yokha ndi kampaniyo ndipo imatha kupereka ntchito zodziwikiratu zopangira ma FPGA apamwamba kwambiri ndikuphatikiza zida zambiri za IP kuti zithandizire. ogwiritsa ntchito amazindikira msanga chitukuko cha mayankho ogwiritsira ntchito.Komabe, Procise yachedwa poyerekeza ndi Ceres 'Vivado ndi Altera's Quartus Prime, kuchuluka kwa zobwerezabwereza ndizochepa, ndipo ntchito za EDA ndi IP library library zimafunikira kuwongolera kwina.

2.2 Wothandizira wapakhomo 28nm PSoC yekha, akukulitsa makasitomala ambiri ogulitsa

Malinga ndi data ya Frost & Sullivan, kukula kwa msika wa FPGA m'gawo lazanzeru zaku China kusungitsa kukula kwa 12% -20% mtsogolomo ndipo akuyembekezeka kufika 1.25 biliyoni pofika 2025. Kampaniyo ikuyika PSoC mwachangu kukulitsa danga la ndalama za FPGA.Kuchulukirachulukira ntchito zochitika amafuna tchipisi kuchita zovuta ulamuliro ntchito kuwonjezera algorithmic processing wa kuchuluka kwa deta ndi mkulu-liwiro Co-mapurosesa, amene adzakhala ambiri m'tsogolo m'minda ya nzeru yokumba ndi kudalirika mkulu.Chifukwa chake, PSoC yokhala ndi kamangidwe kaphatikizidwe ikhala gawo lofunikira lachitukuko.Zogulitsa zodzipangira zokha za Qinglong zatumizidwa pang'onopang'ono, ndipo ndizinthu zoyamba zokhazikika za PSoC zomwe zidalowetsedwa pamsika ku China, ndi njira ya 28nm, yophatikizidwa ndi ma module akulu a eFPGA, okhala ndi ma APU komanso mathamangitsidwe angapo a AI. injini, makamaka zolumikizirana, kukonza ma sign, kukonza zithunzi, kuwongolera mafakitale, ndi ntchito zina.Pakalipano, Shanghai Fudan ndiye yekhayo amene amapereka 28nm PSoC ku China, ndipo malonda ake amalandiridwa bwino pamsika.Malinga ndi zomwe kampaniyo idapeza mu 2022Q1, gulu la Qinglong PSoCs (makamaka kuphatikiza ma FMQL45T ndi FMQL45AIT) apeza malonda okwana 10 miliyoni.

(1) FMQL45T ili ndi purosesa ya SoC yophatikizika pa-chip yophatikizika ndi zipata mabiliyoni ambiri, yomwe imatha kukwaniritsa 1TOPS ya ma AI algorithm ndi "Fuyu Microchips" acceleration softcore.(2) Kuphatikiza pa purosesa yogwira ntchito kwambiri ya SoC ndi zipata mabiliyoni osinthika, chipangizo cha FMQL45AIT chimaphatikizanso injini yothamangitsa ya AI kutengera kamangidwe ka "Fotomicro Tendon Cloud", komwe kungapereke 2TOPS yamphamvu yamakompyuta ya AI yokha.Zogulitsa za PSoC zimathandizira masomphenya a mafakitale, kuyang'anitsitsa mwanzeru, ndi ntchito zina zam'mphepete mwa nsanja.Kampaniyo inagwirizana ndi Shanghai Shentong Metro Group ndi Shanghai Gaojing Inspection Technology Co. Dongosolo lokonzedwanso limatha kumaliza kuzindikira kwazithunzi mwatsatanetsatane mkati mwa 0.1s ndipo adayesedwa m'masiteshoni a metro 11 ku Shanghai.