Makhalidwe a Zamalonda

Monga imodzi mwanthambi za tchipisi ta logic, tchipisi ta FPGA (Field-Programmable Gate Array) zimachokera pazida zokhazikika (PAL, GAL) ndipo ndi mabwalo ophatikizika, osinthika, omwe amadziwika kuti "chips universal".Ma FPGA ali ndi maubwino osinthika m'munda (kusinthasintha kwakukulu), kupita kumsika kwakanthawi (kusunga mayendedwe oyenda), mtengo wotsika kuposa ma ASIC okhazikika (sungani ndalama zoyendetsera), komanso kufanana kwakukulu kuposa zinthu zomwe zimagwiritsidwa ntchito nthawi zonse.

Ma FPGA amagwiritsidwa ntchito pamagwiritsidwe osiyanasiyana otsika ndipo kufunikira kukukulirakulira, makamaka kumalumikizana ndi maukonde (5G), IoT yamafakitale, zamagetsi ogula, malo opangira data, zamagetsi zamagalimoto (kuyendetsa paokha), luntha lokuchita kupanga (AI), ndi magawo ena.Zina mwazo, kulumikizana ndi maukonde, zamagetsi ogula, ndi zamagetsi zamagalimoto ndizomwe zimagwiritsidwa ntchito kwambiri, zomwe zimapitilira 80% yazofunikira zonse.M'tsogolomu, motsogozedwa ndi kufunikira kwamphamvu yamakompyuta mu 5G, AI, malo opangira data komanso kuyendetsa pawokha, kukula kwa msika wa FPGA chip ndikotsimikizika.Kuphatikiza apo, monga Intel, AMD ndi makampani ena pang'onopang'ono amaphatikiza ma CPU ndi ma FPGA pamawonekedwe apamwamba kwambiri ndikuwonjezera ndalama zawo pamakompyuta osiyanasiyana, msika wapadziko lonse wa FPGA udzatsegulidwanso.Malinga ndi Frost & Sullivan, msika wapadziko lonse wa FPGA ukuyembekezeka kufika $12.58 biliyoni pofika 2025, ndi CAGR yapakati pa 11% pazaka 16-25.

Poyerekeza ndi ma CPU, ma GPU, ma ASIC, ndi zinthu zina, tchipisi ta FPGA zili ndi phindu lalikulu.Akuti phindu la mabizinesi otsika ndi apakati-kachulukidwe miliyoni miliyoni ndi mabizinesi 10 miliyoni a FPGA chip R&D ali pafupi ndi 50%, ndipo phindu la mabizinesi okwera mabiliyoni a FPGA chip R&D mabizinesi pafupifupi 70. %.Monga momwe tawonetsera pa tchati chomwe chili pansipa, malire a Xilinx m'magawo khumi apitawa akhalabe pamwamba pa 65%, apamwamba kuposa malire a Nvidia ndi AMD nthawi yomweyo.

Ma FPGA ali ndi zotchinga zazikulu kuti alowe ndipo amafunikira zida zogwirira ntchito ndi chitukuko cha mapulogalamu: FPGAs ali ndi zotchinga zapamwamba zaukadaulo ku mapulogalamu odzipereka a EDA, zida zovuta za hardware, ndi zokolola zochepa, kotero msika wapadziko lonse wa FPGA nthawi zonse umakhala mumpikisano wapawiri, wokhala ndi zimphona zinayi zapamwamba. kukhala Xilinx, Intel (Altera), Lattice ndi Microchip, ndi CR4 ≥ 90%.Pakati pawo, gawo la msika la Xilinx pamsika wapadziko lonse wa FPGA nthawi zonse limakhala pamwamba pa 50%, ndende ya Top1 ndi yachiwiri ku msika wa PC CPU ndi GPU, komanso akaunti ya Intel (Altera) yoposa 80% ya gawo la msika wa FPGA, mphamvu yamakampani ndiyamphamvu ndizodziwikiratu.

Zizindikiro ziwiri zofunika za FPGAs: ukadaulo waukadaulo ndi kachulukidwe ka zipata zomveka

Kufunika kwa ma FPGA kumayendetsedwabe ndi 28nm kapena njira zapamwamba ndi 100K kapena ma cell ochepera ochepa.

Pankhani ya ndondomeko, tchipisi ta 28-90nm FPGA ndizovuta kwambiri chifukwa chokwera mtengo komanso zokolola.Njira yotsogola imakhala ndi mphamvu yocheperako komanso magwiridwe antchito apamwamba, ndipo akuyembekezeka kuti tchipisi ta FPGA tokhala ndi sub-28nm tilowa munyengo yachitukuko chofulumira.Pankhani ya kachulukidwe ka zipata zomveka, kufunikira kwa tchipisi ta FPGA okhala ndi ma cell ochepera 100K pakadali pano ndikokulirapo, kutsatiridwa ndi gawo lama cell a 100K-500K.

Monga msika waukulu kwambiri wa Xilinx, Asia Pacific (makamaka China) imakhudza kwambiri ndalama zamakampani.Malinga ndi Frost & Sullivan, msika waku China FPGA pankhani yogulitsa mu 2019 ndi 63.3% ndi 20.9% panjira ya 28-90nm, ndi 20.9% ya sub-28nm process FPGAs, motsatana;ndi 38.2% ndi 31.7% kwa ma cell logic a sub-100K, ndi 100K-500K ma cell logic, motsatana.

Kupindula ndi kusintha kwa matekinoloje monga 5G, AI, ndi kuyendetsa galimoto, komanso chitukuko cha malo opangira deta, kuti apititse patsogolo kukula kwa msika, mtsogoleri wa FPGA Xilinx wapeza kusintha kwa ndalama zooneka ngati V zaka ziwiri zapitazi.Ndalama za Celeris FY22Q2 zidakwera 22.1% pachaka mpaka US $ 936 miliyoni;phindu lonse lawonjezeka ndi 16.7% pachaka kufika ku US $ 632 miliyoni;phindu lonse lawonjezeka ndi 21% pachaka mpaka US $ 235 miliyoni.

Pofika kumapeto kwa 11/1/22, Xilinx yakwera 49.84% mu Y21 ndi -5.43% mu Y22 mpaka pano, ikuchita mocheperapo S&P 500 ETF (SPY: -1.1%), Philadelphia Semiconductor Index (SOXX: -2.04%) ndi Nifty 100 ETF (QQQ: -3.02%) pa nthawi yomweyo.