Makhalidwe a Zamalonda

Palibe kukayika kuti m'tsogolomu, chizindikiro cha Celeris, wogulitsa nambala wa FPGA, adzakhala AMD.Monga momwe Intel idazimitsa mtundu wake pamsika atapeza Altera, Celeris nayenso adzazimiririka mumakampani mtsogolomo.

Mu 1984, woyambitsa mnzake wa Celeris Ross Freeman adapanga FPGA, yomwe idatsegula chitseko chatsopano chamakampani.Pazaka 38 zapitazi, malo ogwiritsira ntchito FPGA akhala akukulirakulira, kukhala chida chofunikira kwambiri pakutsimikizira kwa IC, mlengalenga, kulumikizana, magalimoto, malo opangira data, ndi mafakitale.Ndikupeza ogulitsa odziyimira pawokha a FPGA padziko lonse lapansi monga Celeris, Altera, ndi Actel, kutukuka kwa ma FPGA odziyimira pawokha kukuwoneka kuti kwalowa pansi.Nthawi ina yatha, ina ikutseguka.

Opanga 10 Otsogola Padziko Lonse a IC mu 2022Q2: Qualcomm Imayima Poyambirira, Ndalama za AMD Zimakwera 70% Chaka ndi Chaka Mpaka Chachitatu, Synaptics Ibwerera Pamwamba 10

Seputembara 7, 2012 - Malinga ndi lipoti laposachedwa la TrendForce, ndalama 10 zapamwamba zamakampani opanga ma IC padziko lonse lapansi zidafika US $ 39.56 biliyoni mgawo lachiwiri la 2022, chiwonjezeko chapachaka cha 32%, kukula komwe kumayendetsedwa ndi kufunikira kwa data. centers, Netcom, IoT, ndi ma portfolio apamwamba kwambiri.Mwa iwo, AMD idapindula ndi mgwirizano womwe udabwera chifukwa chomaliza kugula Ceres, ndalama zomwe zikuchulukirachulukira ndi 70% chaka ndi chaka, zomwe zimapangitsa kuti ikhale yogulitsa ndalama zambiri pagawo lachiwiri ndikupita kumalo achitatu. kusanja.

Pankhani ya masanjidwe enaake, Qualcomm idapitilirabe kukhala pamalo oyamba padziko lonse lapansi ndi ndalama zokwana $9.38 biliyoni mgawo lachiwiri, kukwera ndi 45% pachaka, chifukwa chakukula kwa mafoni ake, RF kutsogolo, magalimoto. , ndi magawo a IoT.Ngakhale kugulitsa ma APs apakati ndi otsika m'manja kunali kofooka, kufunikira kwa ma AP kwa mafoni apamwamba kunali kolimba.

M'malo achiwiri panali Qualcomm, ndalama zonse zokwana $7.09 biliyoni, kukwera 21% pachaka.Chifukwa cha kukulitsa kukhazikitsidwa kwa ma GPU m'malo opangira ma data, gawo lake landalama lakwera kufika pa 53.5%, zomwe zikubwezera kuchepa kwa 13% pachaka kwabizinesi yamasewera.

Ndalama za AMD zidakula ndi 70% pachaka kufika ku US $ 6.55 biliyoni, kutsatira mgwirizano kuchokera kumapeto kwa kugula kwa Xilinx ndi Pensando, zomwe zidapangitsa kuti ikhale yogulitsa ndalama zambiri kwambiri mgawo lachiwiri ndikuwongolera malo ake kukhala wachitatu.Makamaka, gawo lophatikizidwa la AMD lidawona kukula kwa ndalama za 2,228% pachaka mgawo lachiwiri, ndikuthandizira kwina kwakukulu kuchokera kugawo la data center.

Kugulitsa kwa Broadcom's (Broadcom) pamayankho a semiconductor kunakhalabe kolimba, ndikufunika kolimba kwa mautumiki amtambo, malo opangira data, ndi NetCom, komanso kubweza kwa maoda akukulirabe, pomwe ndalama zimafika ku US $ 6.49 biliyoni kotala, kukwera 31% pachaka- chaka, ndikuyika chachinayi.

Ponena za opanga ma IC aku Taiwan, foni yam'manja ya MediaTek, nsanja yazida zanzeru, ndi zida zowongolera mphamvu zonse zidapitilira kukula, koma ndalama zidafika US $ 5.29 biliyoni, kutsika mpaka 18% pachaka chifukwa chakugulitsa mosasamala kwa mafoni am'manja kuchokera kumitundu yakumtunda.

Ndalama za oyendetsa makina oyendetsa makina a Novatek zidatsika mpaka US $ 1.07 biliyoni mgawo lachiwiri, kutsika ndi 12% pachaka, chifukwa cha kuchepa kwa kufunikira kwa mapanelo owonetsera ndi malo ogwiritsira ntchito ogula, zomwe zimapangitsa kukhala wosewera yekhayo pakati pa 10 apamwamba kwambiri. kutsika kwa chaka ndi chaka.

Ndalama za Realtek zidatsikira ku US $ 1.04 biliyoni, kutsika mpaka 12 peresenti pachaka, chifukwa chakuchita bwino muzogulitsa zake za Netcom komanso kufunikira kokhazikika kwa Wi-Fi, ngakhale idakhudzidwabe ndi kufooka m'misika ya ogula ndi makompyuta.

Kuphatikiza apo, kukulitsa kwazinthu za data za Marvell kudachita bwino, pomwe ndalama zikuwonjezeka kotala kotala kwa kotala lachisanu ndi chinayi motsatizana, kufika $1.49 biliyoni mu kotala, kukwera 50% pachaka.

Bizinesi yopangira ma semiconductor ya Will Semiconductor, yomwe imapanga 80% ya ndalama za CIS ndi 44% ya mapulogalamu a foni yam'manja, idawona ndalama zake zonse zikutsika mpaka US $ 690 miliyoni, kutsika ndi 16% pachaka, chifukwa cha mliri komanso kufunikira kosakwanira kwa mafoni. foni msika.

Synaptics idabwereranso pamalo a 10 patatha magawo angapo.Kuphatikiza pa zomwe zaperekedwa pakumalizidwa kwa kugula kwa DSP Gulu, kampaniyo idayang'ana kwambiri pakupanga magalimoto ake a TDDI, Zida Zazingwe Zopanda zingwe, VR, Video Interface, ndi ma portfolio ena apamwamba kwambiri, zomwe zidapangitsa kuti pakhale gawo la 70% la ndalama za IoT. , yomwe inafika ku US $ 480 miliyoni, kukwera ndi 45% pachaka.Ndalama zafika US $ 480 miliyoni, kukwera 45% pachaka.

Malinga ndi TrendForce, ngakhale makampani opanga ma IC ambiri adatha kusunga ndalama zomwe zikukula pachaka mgawo lachiwiri, kukula kunachepa kwambiri chifukwa cha kusatsimikizika kwachuma komanso kusayenda bwino kwa msika wamagetsi ogula, ndipo zida zambiri zidakwera pang'onopang'ono.Pamene tikulowa mu theka lachiwiri la 2022, zida zapansi panthaka siziyenera kuthetsedwa bwino.Izi zidzakhala zovuta kwa makampani opanga IC.