Product Attributes

Serimwe rematavi e logic chips, FPGA (Field-Programmable Gate Array) machipi akavakirwa pamidziyo inogoneka (PAL, GAL) uye ari semi-customized, programmable integrated circuits, inozivikanwa se "universal chips".MaFPGA ane zvakanakira kurongeka kwemumunda (kuchinjika kwakanyanya), nguva pfupi-kumusika (chengetedza pakutenderera kutenderera), mutengo wakaderera pane wakanyatsogadzirirwa maASICs (sevha pamitengo yekuyerera), uye kufambirana kukuru pane zvigadzirwa-chinangwa.

MaFPGA anoshandiswa munzvimbo dzakasiyana siyana dzekudzika pasi uye kudiwa kuri kukura zvishoma nezvishoma, kunyanya kuvhara network network (5G), maindasitiri IoT, zvemagetsi zvevatengi, nzvimbo dzedata, mota dzemagetsi (autonomous kutyaira), hungwaru hwekugadzira (AI), uye mamwe minda.Pakati pazvo, kutaurirana netiweki, zvemagetsi zvevatengi, uye zvemagetsi zvemotokari ndiwo mamiriro ayo makuru ekushandisa, achiverengera anopfuura makumi masere muzana ezvese zvinodiwa.Mune ramangwana, rinosundwa nekudiwa kwesimba repamusoro remakomputa mu5G, AI, nzvimbo dzedata uye kutyaira kwakazvimiririra, kukura kweFPGA chip musika kudiwa kune chokwadi.Uye zvakare, seIntel, AMD nemamwe makambani zvishoma nezvishoma anosanganisa maCPU neFPGAs mune yakakwira-calculus mamiriro uye kuwedzera mari yavo mune heterogeneous computing, musika wepasi rose weFPGA uchavhura.Sekureva kwaFrost & Sullivan, musika wepasi rose weFPGA unotarisirwa kusvika US$12.58 bhiriyoni panosvika 2025, neavhareji CAGR ye11% pamakore gumi nematanhatu-25.

Kuenzaniswa neCPUs, GPUs, ASICs, uye zvimwe zvigadzirwa, FPGA machipi ane yakakwira purofiti.Zvinonzi purofiti yemubairo weiyo yakaderera uye yepakati-density miriyoni gidhi nhanho uye gumi-miriyoni gedhi nhanho FPGA chip R&D mabhizinesi ari padyo ne50%, uye purofiti yemugumo weyakakwira-density bhiriyoni regedhi level FPGA chip R&D mabhizinesi angangoita makumi manomwe. %.Sezvinoratidzwa muchati pazasi, Xilinx 'gross margin mumakota gumi apfuura yakaramba iri pamusoro pe65%, yakakwira kupfuura gross margins eNvidia ne AMD panguva imwe chete.

MaFPGA ane zvipingamupinyi zvakakwirira zvekupinda uye zvinoda kushandirapamwe Hardware uye software kuvandudza: FPGAs ine yakakwirira tekinoroji zvipingamupinyi kune yakatsaurirwa EDA software, yakaoma hardware zvimiro, uye yakaderera goho, saka musika wepasi rose weFPGA unogara uri muduopoly makwikwi pateni, ine hofori ina dzepamusoro. kuva Xilinx, Intel (Altera), Lattice uye Microchip, ine CR4 ≥ 90%.Pakati pavo, chikamu chemusika cheXilinx mumusika wepasi rose weFPGA chinogara chiri pamusoro pe50%, iyo Top1 yekumisikidza ndeyechipiri chete kuPC CPU neGPU musika, uye pamwe neIntel (Altera) account inodarika makumi masere muzana yeFPGA musika share, indasitiri horsepower effect iri pachena.

Zviratidzo zviviri zvakakosha zveFPGAs: process tekinoroji uye logic gedhi density

Iyo yekuda chimiro cheFPGAs ichiri kutungamirwa ne28nm kana yepamusoro maitiro uye 100K kana mashoma logic maseru.

Panyaya yemaitiro, 28-90nm FPGA machipi anotonga nekuda kwekuita kwavo kwakanyanya-mutengo uye goho.Iyo yepamberi maitiro ane yakaderera mashandisiro emagetsi uye kushanda kwepamusoro, uye zvinotarisirwa kuti FPGA machipi ane sub-28nm maitiro achapinda munguva yekukurumidza kusimudzira.Panyaya ye logic gedhi density, kudiwa kweFPGA machipi ane asingasviki 100K logic maseru parizvino ndiyo yakakura, inoteverwa ne100K-500K logic cell segment.

Semusika mukuru weXilinx, Asia Pacific (kunyanya China) ine chekuita nemari yekambani.Sekureva kwaFrost & Sullivan, iyo China FPGA musika maererano nekutengesa muna 2019 i63.3% uye 20.9% ye28-90nm process, uye 20.9% ye sub-28nm process FPGAs, zvichiteerana;uye 38.2% uye 31.7% ye sub-100K logic masero, uye 100K-500K logic masero, zvichiteerana.

Kubatsirwa neshanduko yetekinoroji yakaita se5G, AI, uye kutyaira kuzvimiririra, pamwe nekuvandudzwa kwenzvimbo dzedata, kufambisa kuwedzera kwemusika, mutungamiri weFPGA Xilinx akawana kudzoreredzwa kwemari yakaita seV mumakore maviri apfuura.Celeris FY22Q2 mari yakawedzera 22.1% gore-pa-gore kusvika kuUS $936 miriyoni;purofiti yakawedzera 16.7% gore negore kusvika kuUS$632 miriyoni;net profit yakawedzera 21% gore-pa-gore kusvika kuUS $235 miriyoni.

Kubva pakupera kwe11/1/22, Xilinx yakakwira 49.84% muY21 uye -5.43% muY22 kusvika parizvino, isingaite S&P 500 ETF (SPY: -1.1%), Philadelphia Semiconductor Index (SOXX: -2.04%). uye Nifty 100 ETF (QQQ: -3.02%) panguva imwe chete.