EP2AGX65DF25C6G cusub&asalka ah ic chips isku dhafan wareegyada qaybaha elektiroonigga ah qiimaha ugu fiican hal meel iibso adeegga BOM

Sifooyinka Alaabta

Warbixinta Cilmi-baarista Fudan ee Shanghai: Hogaamiyaha FPGA wuxuu sii wadaa Kobaca Sare, Hogaaminta Tignoolajiyada + Dhamaystirka Iibka

1. Shanghai Fudan: Shirkadda Shiinaha ee hormuudka ka ah naqshadeynta IC oo leh kobaca degdegga ah ee FPGAs

Waxaa la aasaasay 1998-kii, Shanghai Fudan waa soo-saare hormuud ka ah Shiinaha oo diiradda saaraya naqshadeynta chip-ka dhijitaalka ah iyo tijaabinta chip-ka.Sannadkii 1998-kii, shirkaddu waxay ganacsigeeda ka billowday wareegyo gaar ah oo loogu talagalay telefoonnada, mishiinnada garaaca wadnaha ee mootada, iyo baabuurta, 1999-kii, waxay soo saartay 8K chips kaararka xusuusta waxaana si guul leh loogu diiwaan geliyay guddiga Hong Kong GEM ee 2000. Shan sano kadib. Liistada guusha leh ee Hong Kong, shirkaddu waxay si isdaba joog ah u soo saartay chips-yada kaararka smart, mitirka tamarta MCUs, chips RFID, iyo chips taleefanka gacanta ee SoC, si guul leh u soo gasha dhaqaalaha, gaadiidka, iyo suuqyada macaamiisha elektiroonigga ah;shirkaddu waxay bilawday chips-ka xakamaynta NFC ee kaadhka gaadiidka dadweynaha ee 2015. 2017, SLC NAND Flash iyo NOR Flash alaabta waxay gaadheen horumar labanlaab ah R&D iyo iibinta mugga.Sannadkii 2020, shirkaddu waxay soo saartay Chine-kii ugu horreeyay ee 28nm PSoC.Mowjadda mustaqbalka ee beddelka gudaha ee chips FPGA, Shanghai Fudan ayaa la filayaa inay noqoto hoggaamiyaha Shiinaha.

Sooyaalka Fudan waa mid muhiim ah, iyo dhiirigelinta sinnaanta waxay hubisaa xasilloonida muddada fog ee shaqaalaha farsamada aasaasiga ah.Guddoomiyaha guddiga Shanghai Fudan, madaxweyne ku xigeenka, madaxa injineernimada, iyo ku xigeenka madaxa injineernimada ayaa dhamaantood ka soo shaqeeyay Jaamacadda Fudan, agaasimaha wax soo saarka iyo agaasimaha shaybaarka ayaa sidoo kale ka soo shaqeeyay Shanghai Fudan muddo dheer.Sidaa darteed, maamulka xudunta u ah Shanghai Fudan ayaa asal xooggan ku leh Jaamacadda Fudan.Xubnaha kooxdu waxay leeyihiin khibrad warshadeed qani ah, heer maareyn heer sare ah, iyo heer farsamo oo qoto dheer.

Shanghai Fudan waxa ay leedahay saami qaybsanaan baahsan waxaana taageera Guddiga Maamulka Hantida ee Gobolka Shanghai iyo Jaamacadda Fudan.Laga bilaabo Juun 30, 2022, saamiga ugu badan ee shirkaddu waa Shanghai Fudan Fudan Science and Technology Industry Holding Company Limited, oo 70.2% ay leedahay Shanghai SASAC, iyo saamiga labaad ee ugu weyn shirkadda Shanghai Fudan High Technology Company, oo 100% ay leedahay Jaamacadda Fudan.Caasimada dawladu leedahay oo xasiloon oo xoog leh ayaa dhidibada u taagtay horumarka shirkada ee goobta naqshadaynta IC oo leh caqabado sare oo tignoolajiyadeed.Goobta lahaanshaha saamiyada shaqaaluhu waxay kor u qaadaysaa xasilloonida muddada fog ee maamulka iyo kooxaha farsamada.Sida laga soo xigtay ku dhawaaqista shirkadu, maamulayaasha shirkadu waxay hayaan wadar ahaan 27.207 milyan oo saamiyo ah, taas oo u dhiganta 3.34% wadarta guud ee saamiyada shirkadda.Shirkaddu waxay leedahay 4 goobood oo saami qaybsi ah oo shaqaale ah, kuwaas oo kala ah Shanghai Shengteng, Shanghai Yutang, Shanghai Xuling, iyo Shanghai Trench, iyada oo 150 shaqaale ah ay ka qayb qaadanayaan saami qaybsiga, xisaabinta 9.8% tirada guud ee shaqaalaha shirkadda, oo haysta wadar dhan 35.172 milyan saamiyada, oo ka dhigan 4.32% wadarta guud ee raasumaalka Shirkadda.

Shirkaddu waxay leedahay 5 ganacsi oo waaweyn iyo 4 khad wax soo saar oo waaweyn.Shirkaddu waxay leedahay afar khad oo alaab ah: chips ammaanka iyo aqoonsiga, xusuusta aan kacsanayn, chips mitirka smart, iyo goobta barnaamijka gate arrays (FPGAs).Shirkaddu waxay dhistay xidhiidh iskaashi oo muddo-dheer oo adag ah oo ay la yeelato wax-soo-saareyaasha sare iyo kuwa hoose ee silsiladda warshadaha.Alaabooyinka ay shirkaddu soo saarto ayaa si guul ah loogu soo bandhigay Samsung, LG, VIVO, Haier, Hisense, Lenovo, iyo warshado kale oo caan ka ah meel ka baxsan Shiinaha, badeecadeeda aadka loogu kalsoonaan karo sida FPGA-yada ayaa macmiishu aad u aqoonsan yihiin.

Dakhliga shirkadu wuxuu si joogto ah kor ugu kici doonaa RMB 1.424 bilyan ilaa RMB 2.577 bilyan 2018-2021, faa'iidada saafiga ah waxay noqon doontaa RMB 105 milyan, RMB 163 milyan, RMB 133 milyan, iyo RMB 514 milyan laga bilaabo 2018-2021, siday u kala horreeyaan.Sannadka 2019-ka, korodhka tartanka suuqa semiconductor-ka ayaa horseeday hoos u dhac ku yimi qiimaha wax soo saarka shirkadda, gaar ahaan badeecooyinka kaydka, iyo hoos u dhac ku yimi xad-dhaafka guud oo ay weheliso maalgelin sare oo cilmi-baadhis iyo horumarin ah ayaa keentay khasaare.Marka loo eego ku dhawaaqista shirkadu, laga bilaabo bilaabista 28nm bilyan gate FPGA chips sanadka 2018, celceliska shixnadaha FPGA ee sanadlaha ah ee shirkadda ayaa ka badan 60 milyan.Iyada oo ay kor u kacday warshadaha iyo baahida xooggan ee 2021, afarta khadadka wax soo saarka ee shirkadda ayaa si wanaagsan wax u iibinaya, iyada oo dakhligu korayo 52% sannad kasta.

Dakhliga FPGA iyo mitirka smart MCU ayaa ku xisaabtamay korodhka isku dhafka alaabta.Sida lagu sheegay ku dhawaaqista shirkadu, sanadka 2021, dakhliga shirkadda ee FPGA chip iyo smart meter MCU chip chip wuxuu noqon doonaa 427 milyan yuan iyo 295 milyan yuan siday u kala horreeyaan, taasoo ka dhigan 12% iyo 17% dakhliga guud ee shirkadda, korodhka boqolkiiba 4 iyo 6 dhibcood siday u kala horreeyaan 2018. Shirkaddu waxay si firfircoon u horumarinaysay wax soo saarka chip FPGA, saamigeeda dakhliguna wuu sii kordhayaa.

Faa'iidada si weyn ayaa loo hagaajiyay, iyo chips-yada FPGA waxay ku biiriyaan faa'iido guud oo sare.Sida lagu sheegay war-saxaafadeedka shirkaddu, hoos u dhaca faa’iidada guud ee sannadka 2019 waxa inta badan sabab u ah hoos u dhaca ku yimi faa’iidada guud ee ammaanka iyo chips-yada aqoonsiga iyo agabka xusuusta ee aan kacsanayn, kuwaas oo ay weheliso R&D-ga badan ee shirkadda iyo kharashaadka maamulka. khasaaraha faa'iidada saafiga ah ee sanadka.Sannadka 2021, marginka guud wuxuu gaaray 58.91%, koror ku dhawaad ​​13 dhibcood sanadkiiba.Natiijooyinkii ugu dambeeyay ee shirkadda ee 2022H1 waxay muujinayaan in saamiga guud uu sii kordhay ilaa 65.00%.Alaab ahaan, FPGA iyo chips-yada la xidhiidha ayaa leh heerka ugu sarreeya ee wadarta guud, oo leh heerka margin guud oo deggan in ka badan 80% labadii sano ee la soo dhaafay.Ka faa'iidaysiga kobaca sare ee warshadaha semiconductor, isugeynta guud ee saddexda khadadka wax soo saarka ee kale ee shirkadda waxay ku kordhin doontaa 10 ilaa 20 dhibcood 2021 marka la barbar dhigo 2020.