Ibiranga ibicuruzwa

Nka rimwe mu mashami ya chipi ya logique, chip ya FPGA (Field-Programmable Gate Array) chip ishingiye kubikoresho bishobora gutegurwa (PAL, GAL) kandi ni kimwe cya kabiri cyabigenewe, gishobora guhurizwa hamwe, kizwi nka "chipi rusange".F.

F.Muri byo, itumanaho ry’urusobe, ibikoresho bya elegitoroniki y’abaguzi, hamwe n’ibikoresho bya elegitoroniki ni byo bintu nyamukuru bikoreshwa, bingana na 80% by’ibisabwa byose.Mu bihe biri imbere, biterwa no gukenera ingufu nyinshi zo kubara muri 5G, AI, ibigo byamakuru ndetse no gutwara ibinyabiziga byigenga, izamuka ry’isoko rya chip ya FPGA ntirizwi.Byongeye kandi, nka Intel, AMD nandi masosiyete gahoro gahoro gahuza CPU na FPGAs muburyo bwo kubara cyane no kongera ishoramari ryabo muri mudasobwa itandukanye, isoko rya FPGA kwisi yose rizakingurwa.Nk’uko Frost & Sullivan abitangaza ngo isoko rya FPGA ku isi riteganijwe kugera kuri miliyari 12.58 z'amadolari ya Amerika mu 2025, impuzandengo ya CAGR ya 11% mu myaka 16-25.

Ugereranije na CPU, GPUs, ASICs, nibindi bicuruzwa, chip ya FPGA ifite inyungu nyinshi.Biravugwa ko inyungu y’urwego ruciriritse ruciriritse kandi ruciriritse rwa miriyoni 10 na miliyoni 10 urwego rw’irembo FPGA chip R&D inganda zigera kuri 50%, naho inyungu y’inyungu zingana na miliyari nyinshi zingana n’urwego rw’irembo FPGA chip R&D ni hafi 70 %.Nkuko bigaragara ku mbonerahamwe ikurikira, amafaranga Xilinx yinjije mu gihembwe icumi gishize yagumye hejuru ya 65%, arenga ku ntera rusange ya Nvidia na AMD mu gihe kimwe.

FPGAs ifite inzitizi nyinshi zo kwinjira kandi zisaba ibyuma bifatanyiriza hamwe no guteza imbere software: FPGAs ifite inzitizi zikomeye za tekiniki kuri software ya EDA yabugenewe, ibikoresho bigoye bigoye, hamwe n’umusaruro muke, bityo isoko rya FPGA ku isi rihora muburyo bwo guhatana, hamwe n'ibihangange bine byambere. kuba Xilinx, Intel (Altera), Lattice na Microchip, hamwe na CR4 ≥ 90%.Muri byo, umugabane wa Xilinx ku isoko rya FPGA ku isi uhora uri hejuru ya 50%, Top1 yibanze ku mwanya wa kabiri nyuma y’isoko rya PC CPU na GPU, kandi hamwe na Intel (Altera) bingana na 80% by’imigabane ya FPGA, inganda imbaraga zingufu ziragaragara.

Ibipimo bibiri byingenzi kuri FPGAs: tekinoroji yubukorikori hamwe nubucucike bw amarembo

Imiterere isabwa kuri FPGAs iracyiganjemo 28nm cyangwa inzira zisumba izindi na 100K cyangwa selile nkeya.

Kubireba inzira, 28-90nm chip ya FPGA iriganje kubera imikorere ihenze cyane numusaruro.Inzira yateye imbere ifite ingufu nkeya kandi ikora cyane, kandi biteganijwe ko chip ya FPGA hamwe na sub-28nm izinjira mugihe cyiterambere ryihuse.Kubijyanye nubucucike bw irembo rya logique, ibisabwa kuri chip ya FPGA ifite selile zitarenga 100K muri iki gihe nini cyane, hagakurikiraho igice cya selile 100K-500K.

Nka soko rinini kuri Xilinx, Aziya ya pasifika (cyane cyane Ubushinwa) igira ingaruka zikomeye kumafaranga yinjiza.Nk’uko Frost & Sullivan abitangaza ngo isoko rya FPGA mu Bushinwa mu bijyanye no kugurisha muri 2019 ni 63.3% na 20.9% ku bikorwa bya 28-90nm, na 20.9% ku bikorwa bya FPGAs munsi ya 28nm;na 38.2% na 31.7% kuri selile ya logique ya sub-100K, na selile 100K-500K.

Yungukiye ku ihindagurika ry’ikoranabuhanga nka 5G, AI, no gutwara ibinyabiziga byigenga, ndetse no guteza imbere ibigo by’amakuru, kugira ngo isoko ryaguke, umuyobozi wa FPGA Xilinx yageze ku ihinduka ry’imisoro V mu myaka ibiri ishize.Celeris FY22Q2 yinjije yiyongereyeho 22.1% umwaka ushize kugera kuri miliyoni 936 US $;inyungu rusange yiyongereyeho 16.7% umwaka ushize kugera kuri miliyoni 632 US $;inyungu nziza yiyongereyeho 21% umwaka ushize kugera kuri miliyoni 235 US $.

Kugeza ku ya 11/1/22, Xilinx yazamutseho 49.84% muri Y21 na -5.43% muri Y22 kugeza ubu, idakora neza S&P 500 ETF (SPY: -1.1%), Index ya Semiconductor ya Philadelphia (SOXX: -2.04%) na Nifty 100 ETF (QQQ: -3.02%) mugihe kimwe.