ʻO EP4CGX75CF23C8N hou a me nā ʻāpana ic i hoʻohui ʻia nā ʻāpana uila maikaʻi loa ke kumu kūʻai hoʻokahi wahi kūʻai lawelawe BOM

Huahana Huahana

2.1 FPGA chips e nānā i nā noi hilinaʻi kiʻekiʻe a manaʻo ʻia e hoʻomau i ka ulu kiʻekiʻe

Hoʻohana nui ʻia nā huahana FPGA o Shanghai Fudan ma ke kahua o ka hilinaʻi kiʻekiʻe.ʻO nā huahana FPGA kīwila maʻamau ka mea nui i ka hana, ka hoʻohana ʻana i ka mana, a me ke kumukūʻai, a ʻo ka hapa nui i hana ʻia.ʻO nā hiʻohiʻona noi nui o nā FPGA hilinaʻi kiʻekiʻe ke koi a ʻaʻole pono i ka ʻenehana kaʻina hana kiʻekiʻe loa, a ʻoi aku ka maikaʻi o nā koi no ka hilinaʻi a me ka paʻa.I ka makahiki 2018, ua hoʻokuʻu ʻo Shanghai Fudan i kahi hanauna hou o nā huahana FPGA-piliona-puka me nā kuleana waiwai naʻauao kūʻokoʻa kūʻokoʻa, e lilo ana i hale hoʻolālā Kina mua e hoʻolauna i nā huahana FPGA ultra-nui billion-gate.I kēia manawa, nānā ʻo Shanghai Fudan i nā FPGA ʻano SRAM, ʻoi aku ka nui o 10 miliona mau ʻīpuka, piliona mau ʻīpuka FPGA chips, a me nā polokalamu programmable PSoC ʻekolu mau ʻāpana, ʻo ke kaʻina hana nui e uhi i 65nm-28nm.14nm billion gates FPGA chip e manaʻo ʻia e hoʻopau i ka kahe o nā chips i ka hopena o 2022 a manaʻo ʻia e komo i ka pae hana nui ma 2023-2024.

Ke alakaʻi nei ka pae ʻenehana 28nm FPGA ma Kina.Ua hoʻokuʻu ʻo Shanghai Fudan i kahi huahana FPGA piliona-puka me kahi kaʻina hana 28nm ma 2018, aia ma kahi o 700k mau pūnaewele logic me ka helu SerDes a hiki i 13.1Gbps, a ʻoi aku ka maikaʻi o nā ʻenehana loea ma mua o nā mea kūʻai aku Kina.Hōʻike ʻia ka ʻikepili i ka prospectus o ka ʻoihana i ka makahiki 2019 a me 2020, ʻo ka loaʻa kālā o ka chip FPGA o ka hui he 0.84 biliona yuan a me 153 miliona yuan, ʻoi aku ka 22.2% a me 82.7% i kēlā me kēia makahiki, me ka nui o 97.22% a me 95.26%, pakahi.Wahi a ka hoʻolaha ʻana o ka loaʻa kālā 2022H1 o ka hui, ua hōʻea ka ʻoihana i nā haneli o nā ʻano huahana FPGA a ua hoʻolako i nā huahana FPGA kiʻekiʻe hilinaʻi i nā mea kūʻai aku ma mua o 500.ʻO ka ulu kiʻekiʻe o ka loaʻa kālā ʻoihana FPGA.Wahi a ka hoʻolaha ʻana o ka hui, ʻo ka loaʻa kālā o Shanghai Fudan mai FPGA a me nā chips ʻē aʻe ma 2021 he RMB 427 miliona, ʻoi aku ka 109% makahiki-ma-makahiki.ʻO ka loaʻa kālā 2022H1 he RMB 378 miliona, ʻoi aku ka 121% makahiki-ma-makahiki, kokoke i ka loaʻa kālā makahiki ma 2020, a ʻo ka loaʻa kālā o Shanghai Fudan e pili ana i nā chips FPGA e manaʻo ʻia e ʻoi aku ma mua o RMB 800 miliona ma 2022, e mālama ana i ka 100% makahiki ulu ulu. .Ma ka makahiki 2023-2024, ua manaʻo ʻia ka ʻoihana 14nm billion-gate FPGA chips i ka hana nui, a ke manaʻo ʻia nei ka ʻoihana e mālama i kāna pono ʻenehana i ke kahua o nā FPGA hilinaʻi nui, e alakaʻi ana i ka loaʻa kālā pili o ka hui e hoʻomau i ka ulu.Manaʻo mākou ʻo ka loaʻa kālā o ka ʻoihana FPGA he 1.658 biliona yuan e 2024, e helu ana no 35% o ka loaʻa a me 45% o ka loaʻa kālā, a ʻo ka CAGR o ka loaʻa a me ka loaʻa kālā o ka ʻoihana FPGA he 57% a me 62%, kēlā me kēia, mai. 2021 a 2024, ʻo ia ka mea hoʻokele kumu e hoʻoikaika i ka hana holoʻokoʻa o Shanghai Fudan.

Aia ka hui i kāna mau mea hana hoʻomohala, a ʻaʻole i kaupalena ʻia ka hoʻolālā FPGA e nā hui EDA a me IP.Ma ke kaʻina o ka hoʻolālā aupuni FPGA, ua loaʻa iā Shanghai Fudan ka ikaika e hāʻawi i kahi ʻōnaehana hoʻolālā noi FPGA kūʻokoʻa a piha (me ka hoʻolālā IC, IP, a me EDA), nāna i wehe i nā loulou kī i ka hoʻolālā FPGA.Ke hāʻawi nei nā hui FPGA alakaʻi o ka honua i kā lākou mau mea hana EDA ponoʻī i nā mea kūʻai aku.Ke hoʻoikaika nei ʻo Celeris i ka Vivado software suite, i hoʻomaka mua ʻia, he kumu hoʻohana nui, ua hoʻokumu i kahi ecology maikaʻi, hiki ke hoʻokō i ka hoʻomaʻamaʻa ʻana o ka huahana i ka manawa, ʻoi aku ka oʻo ʻana o ka ʻenehana a me ka lako lako lako, a ʻoi aku ka waiwai o ka waihona IP i loaʻa.Ua hoʻokumu ʻo Shanghai Fudan i kahi hanauna hou o ka ʻīpuka FPGA mea hoʻomohala Procise ma 2019, kahi i hoʻomohala ʻia e ka ʻoihana a hiki ke hāʻawi i nā lawelawe hoʻolālā holo piha piha no nā FPGA ultra-nui a hoʻohui i kahi nui o nā kumuwaiwai IP e kōkua. ʻike koke nā mea hoʻohana i ka hoʻomohala ʻana i nā hoʻonā noi.Eia nō naʻe, ua lohi ʻo Procise i ka hoʻohālikelike ʻia me Ceres 'Vivado a me Altera's Quartus Prime, he liʻiliʻi ka helu o nā hoʻololi ʻana, a pono e hoʻomaikaʻi hou nā hana EDA a me nā kumuwaiwai IP.

2.2 ʻO ka mea hoʻolako PSoC 28nm home wale nō, e hoʻonui ikaika ana i nā mea kūʻai aku ʻoihana

Wahi a Frost & Sullivan ʻikepili, ʻo ka nui o ka mākeke o FPGA ma ke kahua naʻauao artificial o Kina e mālama i ka ulu ʻana o 12% -20% i ka wā e hiki mai ana a ke manaʻo ʻia nei e hiki i ka 1.25 biliona yuan e 2025. Ke hoʻokumu nei ka hui i ka PSoC i e hoʻonui i ka loaʻa kālā o FPGA.ʻOi aku ka nui o nā hiʻohiʻona noi e koi i nā chips e hana i nā hana hoʻomalu paʻakikī i ka hoʻopili ʻana i ka algorithmic kaʻina o ka nui o ka ʻikepili a me nā mea hoʻoponopono kiʻekiʻe-wikiwiki, e maʻa mau loa i ka wā e hiki mai ana i nā kula o ka naʻauao artificial a me ka hilinaʻi kiʻekiʻe.No laila, e lilo ʻo PSoC me ka hoʻolālā fusion i alakaʻi hoʻomohala koʻikoʻi.ʻO nā huahana Qinglong i hoʻomohala ponoʻī ʻia e ka hui, ua hoʻouna mālie ʻia, a ʻo ia nā huahana PSoC programmable mua i hoʻokomo ʻia i ka mākeke ma Kina, me kahi kaʻina hana 28nm, i hoʻopili ʻia me nā modules eFPGA ponoʻī nui, a hoʻolako ʻia me nā APU a me ka wikiwiki o AI. nā engines, ka mea nui no ke kamaʻilio, ka hana hōʻailona, ​​​​ka hoʻoili kiʻi, ka mana ʻoihana, a me nā noi ʻē aʻe.I kēia manawa, ʻo Shanghai Fudan wale nō ka mea hoʻolako home 28nm PSoC ma Kina, a ua hoʻokipa maikaʻi ʻia kāna mau huahana ma ka mākeke.Wahi a ka hoʻolaha ʻana o ka loaʻa kālā 2022Q1 o ka hui, ua loaʻa i ka Qinglong series PSoCs (ka mea nui me FMQL45T a me FMQL45AIT) i loaʻa i kahi 10 miliona mau kūʻai kūʻai.

(1) Loaʻa i ka FMQL45T kahi polokalamu SoC hoʻokō kiʻekiʻe i hoʻohui ʻia a me nā ʻāpana ʻīpuka i hiki ke hoʻokō i ka 1TOPS o ka algorithm AI end-to-end me ka "Fuyu Microchips" acceleration softcore.(2) Ma waho aʻe o ke kaʻina hana SoC hana kiʻekiʻe a me ka ʻāpana ʻīpuka i hiki ke hoʻonohonoho ʻia, ua hoʻohui pū ka chip FMQL45AIT i kahi ʻenekini wikiwiki AI e pili ana i ka hoʻolālā "Fotomicro Tendon Cloud", hiki ke hāʻawi i 2TOPS o ka mana helu AI wale nō.Hiki i nā huahana PSoC ke kōkua i ka ʻike ʻoihana, ka nānā ʻana naʻauao, a me nā noi ʻaoʻao ʻē aʻe.Ua hui pū ka hui me Shanghai Shentong Metro Group a me Shanghai Gaojing Inspection Technology Co. Hiki i ka ʻōnaehana hoʻonui ke hoʻopau i ka ʻike kiʻi kiʻekiʻe i loko o 0.1s a ua hoʻāʻo ʻia ma nā kikowaena metro 11 ma Shanghai.