EP4CGX50CF23C8N cusub&asal ah ic chips isku dhafan wareegyada elektiroonigga ah qiimaha ugu fiican hal meel iibso adeegga BOM

Sifooyinka Alaabta

Saamiga kharashka iibku waa mid xasiloon, halka saamiga kharashka R&D iyo saamiga kharashaadka maaraynta ay hoos u dhacayaan.Saamiga kharashka iibka ee 2021, saamiga kharashka maamulka, iyo saamiga kharashyada maaliyadda waa 6.66%, 4.35%, iyo -0.05% siday u kala horreeyaan, iyadoo saamiga kharashka maaraynta uu hoos u dhacay boqolkiiba 1.7 iyo saamiga kharashka R&D oo hoos u dhigaya 2.2 boqolkiiba dhibcaha marka la barbar dhigo 2020.

Saamiga kharashka R&D ee Shanghai Fudan ayaa ka sarreeya heerka celceliska warshadaha.Inkasta oo saamiga kharashka R&D ee shirkadu uu hoos u dhacay labadii sano ee la soo dhaafay, shirkaddu waxay ilaalisay kharashaadka R&D heer sare ah waxayna ku jirtaa heerka ugu sarreeya ee warshadaha.Maalgelinta joogtada ah ee xasilloon ee R&D waxay ku habboon tahay hagaajinta tartanka asaasiga ah ee shirkadda iyo xaqiijinta booskeeda hoggaanka suuqa ee aagga niche.Qiimaha kharashka R&D ee Shanghai Fudan aad ayuu uga sarreeyaa kuwa soo saarayaasha kale ee warshadaha, marka laga reebo cabbirka dakhliga yar ee Anlu Technology, kaas oo weli ku jira marxaladda bilawga ah ee suuq-geynta badeecadaha aadka u sarreeya isla markaana leh qiime sare oo R&D ah. marka loo eego shirkadda.Dhanka naqshadeynta IC, oo leh caqabado farsamo oo sarreeya, badeecada ballaaran ee shirkadda ee semiconductor ayaa la filayaa inay sii ahaato mid casri ah oo soo noqnoqonaysa, waxayna si joogto ah u dabooli kartaa baahiyaha kala duwan ee suuqa.

Kooxda R&D ee Shanghai Fudan waa mid deggan.2020 iyo 2021, shaqaalaha R&D ee shirkadu waxay ka badnaan doonaan kala badh tirada guud ee shaqaalaha;2021, waxaa jiri doona hoos u dhac yar oo ku yimaada shaqaalaha R&D, taas oo inta badan ay ugu wacan tahay luminta shaqaalaha R&D oo ay ugu wacan tahay mushaharka sare ee shirkadaha facooda ah.Shirkadaha facooda ah, tirada shaqaalaha R&D ee Zigong SMiT iyo OnLu Technology waxay kordhin doonaan 19.5% iyo 24.9% sanad walba sanadka 2021 Ziguang SMiT iyo Advan Technology ee goobta FPGA iyo alaabada kale ee caqabada tignoolajiyada sare ee mustaqbalka.

Saamiga kharashka iibka ee Shanghai Fudan ayaa ku jira booska ugu horreeya ee warshadaha, laakiin wali waxaa jira farqi u dhexeeya kharashka iibka marka loo eego iibiyeyaasha kale sida Ziguang SMi.Saamiga kharashka iibka ee 2021 waa 6.66%, kaas oo ugu yaraan boqolkiiba 2 dhibcood ka sarreeya warshadaha.Si kastaba ha ahaatee, qadarka kharashka iibku waa 172 milyan RMB, taas oo weli ah farqi gaar ah marka loo eego 244 milyan RMB ee ZTE iyo 221 milyan RMB ee ZTE.Dhammaadkii 2021, Shanghai Fudan waxay lahayd 270 shaqaale iib ah, oo u dhiganta 17.64% shaqaalaha shirkadda, koox ka weyn marka loo eego dhiggeeda Shiinaha.

2. Baahida suuqa ee xooggan ee FPGA-yada Shiinaha lagu sameeyo, shirkadduna waxay leedahay faa'iido hoggaamineed tignoolajiyadeed

FPGA (Field-Programmable Gate Array) chips waa mid ka mid ah laamaha muhiimka ah ee chips-ka macquulka ah, kuwaas oo ku saleysan aaladaha barnaamijyada (PAL, GAL) oo meel ka galay chip-ka sare u kaca sannadihii u dambeeyay iyaga oo sifooyinkooda u gaarka ah u gaar ah. iyo programmability, waxaana loo yaqaan "chips universal"."FPGA-yadu waxay leeyihiin faa'iidooyinka barnaamij-samaynta goobta, waqti gaaban oo suuqa la galiyo, kharash ka hooseeya ASIC-yada si buuxda loo habeeyey, iyo barbar-dhig weyn marka loo eego alaabta ujeeddada guud (tusaale, CPUs).Xaaladaha arjiga sida isgaadhsiinta 5G iyo sirdoonka macmal ah, halkaas oo dariiqa teknoolajiyada aan wali si buuxda loo qeexin oo loo baahan yahay casriyeyn degdeg ah, FPGAs waxay dhamaystiri karaan CPUs si ay u bixiyaan nidaamka ugu habboon.

(1) Marka la barbar dhigo CPU, Chip FPGA wuxuu leeyahay faa'iido isbarbardhig oo muuqata, iyo xawaaraha sawiridda sawirku wuu ka wanaagsan yahay CPU, marka la barbar dhigo GPU, FPGA dib ayaa loo habayn karaa waxayna leedahay faa'iido muuqata oo isticmaalka tamarta ah.(2) Marka la barbar dhigo ASIC-yada, chips-yada FPGA waxay leeyihiin wareegyo horumarineed oo gaagaaban iyo wareegyo socodka qulqulka gaagaaban, taas oo ka caawin karta shirkadaha inay soo gaabiyaan waqtigooda suuqa;Xalalka ASIC waxay leeyihiin kharashyo go'an halka FPGAs aysan lahayn ku dhawaad ​​​​midna, laakiin marka isticmaalku kordho, xalalka ASIC waxay leeyihiin faa'iidooyin kharash badan sababtoo ah dhaqaalaha miisaanka.Intaa waxaa dheer, xirmooyinka macquulka ah iyo isku xirnaanta gudaha FPGAs waxaa loo qaabeyn karaa dhowr jeer si ay u qabtaan hawlo macquul ah oo kala duwan, iyo dabeecadda dib-u-dhigista waxay ka caawisaa horumarinta si ay u habeeyaan hawlaha chip si ay awood ugu yeeshaan isbeddelka alaabta degdegga ah oo si fiican ula qabsadaan 5G, AI, iyo shuruudaha kale ee codsiga.Marka loo eego xogta Frost & Sullivan, suuqa Shiinaha FPGA wuxuu ka kori doonaa $6.56 bilyan sanadka 2016 ilaa $15.03 bilyan sanadka 2020, marka loo eego CAGR oo ah 23.1%.Suuqa Shiinaha ee FPGA ayaa la filayaa inuu gaaro $33.22 bilyan marka la gaaro 2025, oo leh CAGR qiyaastii 17% laga bilaabo 2020 illaa 2025.