Halayen Samfur

A matsayin ɗaya daga cikin rassan kwakwalwan kwamfuta na dabaru, FPGA (Field-Programmable Gate Array) kwakwalwan kwamfuta sun dogara ne akan na'urori masu shirye-shirye (PAL, GAL) kuma an keɓance su da keɓaɓɓu, da'irori masu haɗaɗɗiyar shirye-shirye, waɗanda aka sani da "chips na duniya".FPGAs suna da fa'idodin shirye-shiryen filin (samuwa mai girma), ɗan gajeren lokaci zuwa kasuwa (ajiye akan zagayowar gudana), ƙarancin farashi fiye da cikakkiyar ASICs ɗin da aka keɓance (ajiye akan farashin kwarara), da mafi girman daidaito fiye da samfuran manufa gabaɗaya.

Ana amfani da FPGAs a cikin nau'ikan aikace-aikacen ƙasa da yawa kuma buƙatun yana ƙaruwa akai-akai, galibi suna rufe hanyoyin sadarwa (5G), IoT na masana'antu, na'urorin lantarki na mabukaci, cibiyoyin bayanai, na'urorin lantarki na kera motoci (tuki mai sarrafa kansa), hankali na wucin gadi (AI), da sauran fannoni.Daga cikin su, sadarwar hanyar sadarwa, na'urorin lantarki na mabukaci, da na'urorin lantarki na motoci sune ainihin yanayin aikace-aikacen sa, wanda ya kai fiye da 80% na yawan buƙata.A nan gaba, sakamakon buƙatun babban ikon sarrafa kwamfuta a cikin 5G, AI, cibiyoyin bayanai da tuƙi mai cin gashin kai, haɓakar buƙatun kasuwar guntu na FPGA tabbas tabbas ne.Bugu da kari, kamar yadda Intel, AMD da sauran kamfanoni sannu a hankali ke haɗa CPUs tare da FPGAs a cikin yanayin ƙididdiga masu ƙima da haɓaka saka hannun jari a cikin nau'ikan kwamfuta, kasuwar FPGA ta duniya za ta ƙara buɗewa.Dangane da Frost & Sullivan, ana tsammanin kasuwar FPGA ta duniya za ta kai dala biliyan 12.58 nan da 2025, tare da matsakaicin CAGR na 11% sama da shekaru 16-25.

Idan aka kwatanta da CPUs, GPUs, ASICs, da sauran samfuran, guntuwar FPGA suna da riba mai girma.An ba da rahoton cewa ribar da aka samu na ƙananan ko matsakaicin matsakaicin matsakaicin matakin kofa da matakin kofa miliyan 10 na kamfanonin FPGA guntu R&D ya kusan kusan kashi 50%, kuma ribar riba mai girma na matakin kofa biliyan FPGA guntu R&D kusan 70. %.Kamar yadda aka nuna a cikin ginshiƙi da ke ƙasa, jimlar Xilinx a cikin rubu'i goma da suka gabata ya kasance sama da 65%, sama da babban gibin Nvidia da AMD a lokaci guda.

FPGAs suna da manyan shingaye don shigarwa kuma suna buƙatar kayan aikin haɗin gwiwa da haɓaka software: FPGAs suna da manyan shingen fasaha don sadaukar da software na EDA, hadaddun tsarin kayan masarufi, da ƙarancin amfanin ƙasa, don haka kasuwar FPGA ta duniya koyaushe tana cikin tsarin gasa duopoly, tare da manyan gwanaye huɗu. kasancewa Xilinx, Intel (Altera), Lattice da Microchip, tare da CR4 ≥ 90%.Daga cikin su, Kasuwar Xilinx a cikin kasuwar FPGA ta duniya koyaushe yana sama da 50%, ƙaddamarwar Top1 shine na biyu kawai ga PC CPU da kasuwar GPU, kuma tare da asusun Intel (Altera) sama da 80% na kasuwar FPGA. tasirin dawakai na masana'antu a bayyane yake.

Mahimman bayanai guda biyu don FPGAs: fasaha na tsari da ƙimar ƙofar dabaru

Tsarin buƙatar FPGAs har yanzu yana mamaye 28nm ko mafi girma matakai da 100K ko ƙananan ƙwayoyin dabaru.

Dangane da tsari, 28-90nm FPGA kwakwalwan kwamfuta sun mamaye saboda babban aikinsu da yawan amfanin ƙasa.Tsarin ci gaba yana da ƙarancin amfani da wutar lantarki da aiki mafi girma, kuma ana tsammanin cewa kwakwalwan kwamfuta na FPGA tare da tsarin ƙasa-28nm zai shiga cikin saurin ci gaba.Dangane da ƙimar ƙofar dabaru, buƙatun kwakwalwan kwamfuta na FPGA tare da ƙarancin sel dabaru na 100K a halin yanzu shine mafi girma, sannan sashin sel dabaru na 100K-500K ya biyo baya.

A matsayin kasuwa mafi girma na Xilinx, Asiya Pasifik (musamman China) yana da tasiri sosai kan kudaden shiga na kamfanin.A cewar Frost & Sullivan, kasuwar FPGA ta kasar Sin dangane da tallace-tallace a cikin 2019 shine 63.3% da 20.9% don tsarin 28-90nm, da 20.9% don tsarin FPGA na sub-28nm, bi da bi;da 38.2% da 31.7% don sub-100K dabaru Kwayoyin, da 100K-500K dabaru Kwayoyin, bi da bi.

Fa'ida daga juyin halittar fasahohi irin su 5G, AI, da tuki mai cin gashin kansa, da kuma haɓaka cibiyoyin bayanai, don haɓaka haɓaka kasuwa, shugaban FPGA Xilinx ya sami koma bayan kuɗin shiga mai siffar V a cikin shekaru biyu da suka gabata.Celeris FY22Q2 kudaden shiga ya karu da kashi 22.1% duk shekara zuwa dalar Amurka miliyan 936;ribar da aka samu ta karu da kashi 16.7% a duk shekara zuwa dalar Amurka miliyan 632;ribar da ta samu ta karu da kashi 21% duk shekara zuwa dalar Amurka miliyan 235.

Dangane da ƙarshen 11/1/22, Xilinx ya haura 49.84% a cikin Y21 da -5.43% a cikin Y22 ya zuwa yanzu, yana yin ƙasa da S&P 500 ETF (SPY: -1.1%), Fihirisar Semiconductor Philadelphia (SOXX: -2.04%) da Nifty 100 ETF (QQQ: -3.02%) a cikin lokaci guda.