Huahana Huahana

Ma ke ʻano he lālā o nā ʻāpana logic, ua hoʻokumu ʻia nā chips FPGA (Field-Programmable Gate Array) i nā polokalamu hiki ke hoʻonohonoho ʻia (PAL, GAL) a he semi-customized, programmable integrated circuits, i kapa ʻia ʻo "universal chips".Loaʻa i nā FPGA nā mea maikaʻi o ka programmability kiʻekiʻe (kiʻekiʻe hiki ke hoʻololi), pōkole manawa-i-makeke (mālama i nā kahe kahe), haʻahaʻa haʻahaʻa ma mua o nā ASIC i hoʻonohonoho pono ʻia (e mālama i nā kumukūʻai kahe), a ʻoi aku ka like ma mua o nā huahana kumu nui.

Hoʻohana ʻia nā FPGA ma kahi ākea o nā noi i lalo a ke ulu mau nei ka noi, e uhi nui ana i nā kamaʻilio pūnaewele (5G), ʻoihana IoT, nā mea kūʻai uila, nā kikowaena data, nā uila uila (autonomous driving), artificial intelligence (AI), a me nā kula ʻē aʻe.Ma waena o lākou, ʻo nā kamaʻilio pūnaewele, nā mea kūʻai aku, a me nā mea uila kaʻa ʻo ia nā hiʻohiʻona noi nui, ʻoi aku ma mua o 80% o ka nui o ka noi.I ka wā e hiki mai ana, i alakaʻi ʻia e ka noi no ka mana computing kiʻekiʻe ma 5G, AI, nā kikowaena data a me ka hoʻokele autonomous, ʻike ʻia ka ulu ʻana o ka mākeke chip FPGA.Eia kekahi, ʻoiai ʻo Intel, AMD a me nā ʻoihana ʻē aʻe e hui mālie i nā CPU me nā FPGA i nā hiʻohiʻona kiʻekiʻe-calculus a hoʻonui i kā lākou hoʻopukapuka ʻana i ka helu heterogeneous, e wehe hou ka mākeke FPGA honua.Wahi a Frost & Sullivan, manaʻo ʻia ka mākeke FPGA honua e hōʻea i ka US $ 12.58 biliona e 2025, me ka awelika CAGR o 11% ma luna o 16-25 mau makahiki.

Ke hoʻohālikelike ʻia i nā CPU, GPU, ASIC, a me nā huahana ʻē aʻe, ʻoi aku ka nui o nā pahu FPGA.Ua hōʻike ʻia ʻo ka palena waiwai o ka haʻahaʻa haʻahaʻa a me ka liʻiliʻi miliona miliona pae kiʻekiʻe a me 10-miliona ʻīpuka pae FPGA chip R&D ʻoihana kokoke i 50%, a ʻo ka palena waiwai o nā ʻoihana kiʻekiʻe kiʻekiʻe piliona ʻoihana FPGA chip R&D ʻoihana kokoke i 70. %.E like me ka mea i hōʻike ʻia ma ka pakuhi ma lalo nei, ʻo Xilinx 'gros margin i nā hapaha he ʻumi i hala iho nei ua noho ma luna o 65%, ʻoi aku ka kiʻekiʻe ma mua o nā palena nui o Nvidia a me AMD i ka manawa like.

Loaʻa i nā FPGA nā pale kiʻekiʻe i ke komo ʻana a koi aku i nā lako hana like ʻole a me ka hoʻomohala ʻana i nā polokalamu: Loaʻa i nā FPGA nā pale ʻenehana kiʻekiʻe i ka lako polokalamu EDA i hoʻolaʻa ʻia, nā hale paʻakikī paʻakikī, a me nā hua haʻahaʻa, no laila aia mau ka mākeke FPGA honua i kahi ʻano hoʻokūkū duopoly, me nā poʻe nunui ʻehā. ʻO Xilinx, Intel (Altera), Lattice a me Microchip, me CR4 ≥ 90%.Ma waena o lākou, ʻo ka māhele mākeke o Xilinx i ka mākeke FPGA honua ma mua o 50%, ʻo ka Top1 ka manaʻo ʻelua wale nō i ka PC CPU a me ka mākeke GPU, a hui pū me Intel (Altera) mooolelo no ka ʻoi aku o 80% o ka māhele mākeke FPGA, ʻike ʻia ka hopena horsepower ʻoihana.

ʻElua mau hōʻailona koʻikoʻi no nā FPGA: ʻenehana kaʻina hana a me ka nui o ka puka logic

ʻO ka hoʻolālā koi no nā FPGA e hoʻomau ʻia e 28nm a i ʻole nā ​​​​kaʻina kiʻekiʻe a me 100K a i ʻole nā ​​​​mea liʻiliʻi liʻiliʻi.

Ma ke ʻano o ke kaʻina hana, ʻo 28-90nm FPGA chips ka mea nui ma muli o kā lākou hana kiʻekiʻe a me ka hopena.ʻO ke kaʻina holomua he haʻahaʻa haʻahaʻa ka mana a me ka hana kiʻekiʻe, a ke manaʻo ʻia nei e komo nā pahu FPGA me kahi kaʻina sub-28nm i kahi manawa o ka hoʻomohala wikiwiki.I ka ʻōlelo o ka logic gate density, ʻo ke koi no nā chips FPGA me ka liʻiliʻi o 100K logic cell i kēia manawa ka nui loa, a ukali ʻia e ka māhele cell logic 100K-500K.

Ma ke ʻano he mākeke nui loa no Xilinx, ʻo Asia Pacific (ʻoi aku hoʻi ʻo Kina) he hopena koʻikoʻi i ka loaʻa kālā o ka ʻoihana.Wahi a Frost & Sullivan, ʻo ka mākeke FPGA Kina e pili ana i ke kūʻai aku ma 2019 he 63.3% a me 20.9% no ke kaʻina hana 28-90nm, a me 20.9% no ke kaʻina hana sub-28nm FPGAs;a me 38.2% a me 31.7% no ka sub-100K logic cell, a me 100K-500K logic cell, kēlā me kēia.

Ma muli o ka hoʻomohala ʻana o nā ʻenehana e like me 5G, AI, a me ka hoʻokele autonomous, a me ka hoʻomohala ʻana i nā kikowaena data, e alakaʻi i ka hoʻonui ʻana i ka mākeke, ua loaʻa i ke alakaʻi o FPGA Xilinx kahi hoʻihoʻi kālā V-like i nā makahiki ʻelua i hala.Ua hoʻonui ka loaʻa kālā ʻo Celeris FY22Q2 i ka 22.1% i kēlā me kēia makahiki i ka US $ 936 miliona;piʻi ka loaʻa kālā i ka 16.7% makahiki i ka US $ 632 miliona;Ua hoʻonui ʻia ka loaʻa kālā ma ka 21% makahiki i ka US $235 miliona.

E like me ka pau ʻana o 11/1/22, ua piʻi ʻo Xilinx i 49.84% ma Y21 a me -5.43% i Y22 a hiki i kēia manawa, ma lalo o ka S&P 500 ETF (SPY: -1.1%), Philadelphia Semiconductor Index (SOXX: -2.04%) a me Nifty 100 ETF (QQQ: -3.02%) ma ka manawa like.