Litšobotsi tsa Sehlahisoa

E le e 'ngoe ea makala a logic chips, li-chips tsa FPGA (Field-Programmable Gate Array) li thehiloe holim'a lisebelisoa tse ka khonehang (PAL, GAL) 'me ke li-circuits tse kopanetsoeng tse hlophisitsoeng, tse tsejoang ka "universal chips".Li-FPGA li na le melemo ea ho etsa mananeo a masimong (ho feto-fetoha ha maemo a phahameng), nako e khuts'oane ea ho ea 'marakeng (ho boloka lipotoloho tsa phallo), litšenyehelo tse tlase ho feta li-ASIC tse hlophisitsoeng ka botlalo (ho boloka litšenyehelo tsa phallo), le ho bapisa ho hoholo ho feta lihlahisoa tse sebelisoang ka kakaretso.

Li-FPGA li sebelisoa mefuteng e mengata ea lits'ebetso tse tlase 'me tlhoko e ntse e hola butle, haholo-holo e akaretsa likhokahano tsa marang-rang (5G), IoT ea indasteri, lisebelisoa tsa elektroniki tsa bareki, litsi tsa data, lisebelisoa tsa elektroniki tsa likoloi (ho khanna ka boiketsetso), bohlale ba maiketsetso (AI), le likarolo tse ling.Har'a tsona, likhokahano tsa marang-rang, lisebelisoa tsa elektroniki tsa bareki, le lisebelisoa tsa elektroniki tsa likoloi ke maemo a eona a mantlha a ts'ebeliso, a ikarabellang ho feta 80% ea tlhoko eohle.Nakong e tlang, e susumetsoang ke tlhoko ea matla a phahameng a komporo ho 5G, AI, litsi tsa data le ho khanna ka boikemelo, kholo ea tlhoko ea 'maraka oa chip ea FPGA e tiile.Ntle le moo, joalo ka ha Intel, AMD le lik'hamphani tse ling li kopanya butle-butle li-CPU le li-FPGA maemong a holimo-limo le ho eketsa matsete a bona ho khomphutha e fapaneng, 'maraka oa lefats'e oa FPGA o tla buleha le ho feta.Ho latela Frost & Sullivan, mmaraka oa lefats'e oa FPGA o lebelletsoe ho fihla ho $ 12.58 bilione ka 2025, ka CAGR e tloaelehileng ea 11% ho feta lilemo tse 16-25.

Ha ho bapisoa le li-CPU, li-GPU, li-ASIC le lihlahisoa tse ling, li-chips tsa FPGA li na le phaello e phahameng.Ho tlalehoa hore phaello ea phaello ea boemo ba liheke tse limilione tse tlase le tse mahareng le liheke tse limilione tse 10 tsa likhoebo tsa R&D tsa FPGA li haufi le 50%, 'me phaello ea phaello ea lik'hamphani tsa R&D tsa FPGA chip ea boemo bo holimo e batla e le 70. %.Joalo ka ha ho bonts'itsoe chate e ka tlase, moeli oa kakaretso oa Xilinx likarolong tse leshome tse fetileng o ntse o le ka holimo ho 65%, o phahame ho feta moeli o moholo oa Nvidia le AMD ka nako e le 'ngoe.

Li-FPGA li na le litšitiso tse phahameng tsa ho kena 'me li hloka lisebelisoa tse kopanetsoeng le nts'etsopele ea software: Li-FPGA li na le lithibelo tse phahameng tsa tekheniki ho software e inehetseng ea EDA, meaho e rarahaneng ea lisebelisoa, le lihlahisoa tse tlase, ka hona 'maraka oa lefats'e oa FPGA o lula o le maemong a tlholisano ea duopoly, e nang le linatla tse 'ne tse holimo. ho ba Xilinx, Intel (Altera), Lattice le Microchip, e nang le CR4 ≥ 90%.Har'a bona, karolo ea 'maraka ea Xilinx' marakeng oa lefats'e oa FPGA e lula e le ka holimo ho 50%, mahloriso a Top1 ke a bobeli feela ho 'maraka oa PC CPU le GPU,' me hammoho le tlaleho ea Intel (Altera) e fetang 80% ea karolo ea 'maraka ea FPGA, phello ea matla a lipere ea indasteri e hlakile.

Matšoao a mabeli a bohlokoa bakeng sa FPGAs: theknoloji ea ts'ebetso le logic ea heke

Sebopeho sa tlhokahalo ea li-FPGA se ntse se laoloa ke 28nm kapa mekhoa e phahameng le 100K kapa lisele tse fokolang tsa kelello.

Mabapi le ts'ebetso, li-chips tsa 28-90nm FPGA li atile ka lebaka la ts'ebetso ea tsona e theko e phahameng le chai.Ts'ebetso e tsoetseng pele e na le ts'ebeliso e tlase ea matla le ts'ebetso e phahameng, mme ho lebelletsoe hore li-chips tsa FPGA tse nang le ts'ebetso ea sub-28nm li tla kena nakong ea nts'etsopele e potlakileng.Mabapi le letsoalo la heke ea logic, tlhoko ea li-chips tsa FPGA tse nang le lisele tsa logic tse ka tlase ho 100K hajoale ke eona e kholo ka ho fetisisa, e lateloe ke karolo ea logic ea 100K-500K.

E le 'maraka o moholo ka ho fetisisa oa Xilinx, Asia Pacific (haholo-holo China) e na le tšusumetso e kholo ho chelete ea k'hamphani.Ho latela Frost & Sullivan, mmaraka oa China FPGA mabapi le thekiso ka 2019 ke 63.3% le 20.9% bakeng sa 28-90nm process, le 20.9% bakeng sa sub-28nm process FPGAs, ka ho latellana;le 38.2% le 31.7% bakeng sa lisele tsa logic tse ka tlaase ho 100K, le lisele tsa logic tsa 100K-500K, ka ho latellana.

Ho rua molemo ho nts'etsopele ea mahlale a kang 5G, AI, le ho khanna ka boithaopo, hammoho le nts'etsopele ea litsi tsa data, ho tsamaisa katoloso ea 'maraka, moetapele oa FPGA Xilinx o fihletse phetoho ea chelete e nang le sebopeho sa V lilemong tse peli tse fetileng.Lekeno la Celeris FY22Q2 le eketsehile ka 22.1% selemo le selemo ho fihla ho US$936 milione;phaello e kholo e eketsehile ka 16.7% selemo le selemo ho ea ho US $ 632 milione;phaello e nyolohileng e eketsehile ka 21% selemo le selemo ho fihla ho US $235 milione.

Ho tloha qetellong ea 11/1/22, Xilinx e nyolohile ka 49.84% ho Y21 le -5.43% ho Y22 ho fihlela joale, e sa sebetse hantle S&P 500 ETF (SPY: -1.1%), Philadelphia Semiconductor Index (SOXX: -2.04%). le Nifty 100 ETF (QQQ: -3.02%) ka nako e tšoanang.