EP4CGX75CF23C8N cusub&asal ah ic chips isku dhafan wareegyada elektiroonigga ah qiimaha ugu fiican hal meel iibso adeegga BOM

Sifooyinka Alaabta

2.1 Chips FPGA waxay diiradda saaraan codsiyada la isku halleyn karo waxaana la filayaa inay sii wadaan kobaca sare

Alaabta FPGA ee Shanghai Fudan waxaa inta badan loo isticmaalaa goobta isku halaynta sare.Badeecadaha caadiga ah ee FPGA ee madaniga ah ayaa mudnaan siiya waxqabadka, isticmaalka tamarta, iyo qiimaha, waxaana inta badan la soo saaro tiro badan.Xaaladaha arjiga ugu weyn ee FPGA-yada la isku halleyn karo ayaa aad u baahi badan oo inta badan uma baahna tignoolajiyada habka ugu horumarsan, iyo shuruudaha isku halaynta badeecada iyo xasilloonida ayaa si gaar ah u muuqda.2018, Shanghai Fudan waxa ay sii daysay jiil cusub oo balaayiin-irid ah oo alaabada FPGA ah oo leh xuquuqo hanti aqooneed oo dhamaystiran oo madax banaan, taasoo noqonaysa guri nashqadihi ugu horeeyay ee Shiinees ah si uu u bilaabo alaabo balaayiin-albaab ah oo FPGA ah.Waqtigan xaadirka ah, Shanghai Fudan waxay diiradda saartaa nooca FPGA ee SRAM, oo ay ku jiraan 10 milyan oo albaab, bilyan irdood oo FPGA chips ah, iyo aaladaha barnaamijka ee PSoC saddex qaybood, habka wax-soo-saarka ballaaran wuxuu daboolayaa 65nm-28nm.14nm bilyan irdaha FPGA Chip ayaa la filayaa inuu dhamaystiro qulqulka chips dhamaadka 2022 waxaana la filayaa inuu galo heerka wax soo saarka tirada badan 2023-2024.

28nm heerka tignoolajiyada FPGA ayaa hogaaminaya Shiinaha.Shanghai Fudan waxa ay sii daysay badeeco bilyan-gadood ah oo FPGA ah oo leh geeddi-socod 28nm ah 2018, kaas oo ka kooban qiyaastii 700k unug macquul ah oo awood leh oo leh heerka SerDes ilaa 13.1Gbps, iyo cabbirrada farsamada ee asaasiga ah ayaa ka wanaagsan kuwa iibiya Shiinaha ee waaweyn.Xogta lagu shaaciyay rajada shirkadu waxay muujinaysaa in 2019 iyo 2020, dakhliga FPGA ee shirkadu uu noqon doono 0.84 bilyan yuan iyo 153 milyan yuan, ilaa 22.2% iyo 82.7% sanad kasta, iyada oo dakhliga guud ee 97.22% iyo 95.26 siday u kala horreeyaan.Marka loo eego ku dhawaaqista dakhliga 2022H1 ee shirkadu, shirkadu waxay gaadhay tobanaan nooc oo badeecada FPGA ah waxayna siisay wax soo saar heer sare ah oo FPGA ah in ka badan 500 oo macaamiil ah.Kobaca sare ee dakhliga ganacsiga FPGA.Marka loo eego ku dhawaaqista shirkadda, dakhliga Shanghai Fudan ee FPGA iyo chipsyada kale ee 2021 wuxuu noqon doonaa RMB 427 milyan, kor u kaca 109% sanad kasta.Dakhliga 2022H1 wuxuu noqon doonaa RMB 378 milyan, ilaa 121% sanadkiiba, ku dhawaad ​​dakhliga sanadlaha ah ee 2020, dakhliga Shanghai Fudan ee la xidhiidha chips-yada FPGA ayaa la filayaa inuu dhaafo RMB 800 milyan sanadka 2022, isagoo ilaalinaya heerka kobaca sanadlaha ah ee 100% .Marka la gaaro 2023-2024, 14nm bilyan-garoonka FPGA chips-ka shirkadda ayaa la filayaa in ay ku jiraan wax soo saar ballaaran, waxaana la filayaa in shirkadu ay sii wado faa'iidada teknoolojiyadda ee dhanka FPGA-yada aadka la isku halleyn karo, taasoo u horseedaysa dakhliga la xiriira shirkadda inuu sii socdo.Waxaan fileynaa in dakhliga ganacsiga FPGA uu noqdo 1.658 bilyan yuan marka la gaaro 2024, taasoo ka dhigan 35% dakhliga iyo 45% faa'iidada guud, CAGR dakhliga iyo faa'iidada guud ee ganacsiga FPGA waxay noqon doontaa 57% iyo 62%, siday u kala horreeyaan, 2021 ilaa 2024, kaas oo noqon doona darawalka xudunta u ah kor u qaadista waxqabadka guud ee Shanghai Fudan.

Shirkaddu waxay haysaa qalabkeeda horumarinta, naqshadaynta FPGA-na kuma koobna shirkadaha shisheeye ee EDA iyo IP.Habka qaramaynta FPGA, Shanghai Fudan waxay leedahay awood ay ku bixiso nidaamka naqshadaynta codsiga FPGA oo madax-banaan oo dhamaystiran (ay ku jiraan naqshadaynta IC, IP, iyo EDA), kaas oo furay xidhidhka muhiimka ah ee naqshadaynta FPGA.Shirkadaha adduunka ugu horreeya ee FPGA ayaa siinaya agabkooda EDA macaamiisha.Celeris waxay hadda riixeysaa barnaamijka Vivado software, kaas oo horay loo bilaabay, wuxuu leeyahay saldhig isticmaale oo weyn, wuxuu sameeyay ecology wanaagsan, wuxuu gaari karaa soo-celinta alaabta waqtigeeda, tignoolajiyada iskaashiga software iyo qalabka ayaa ah mid qaan-gaar ah, maktabadda IP-ga ee la heli karo waa qani.Shanghai Fudan waxay bilawday jiil cusub oo bilyan albaabka horumarinta FPGA Procise sanadka 2019, kaas oo ay iskeed u horumarisay shirkadu waxayna bixin kartaa adeegyo naqshadayn toos ah oo buuxa oo loogu talagalay FPGA-yada aadka u weyn iyo isku-dhafka tiro badan oo ilo IP ah si ay u caawiyaan isticmaalayaashu waxay si dhakhso ah u ogaadaan horumarinta xalalka codsiga.Si kastaba ha ahaatee, Procise wuu daahay marka la barbar dhigo Ceres' Vivado iyo Altera's Quartus Prime, tirada nuqul ka mid ah ayaa aad u yar, iyo hawlaha EDA iyo ilaha maktabadda IP waxay u baahan yihiin horumar dheeraad ah.

2.2 Alaab-qeybiyaha 28nm ee PSoC ee gudaha, oo si firfircoon u balaadhinaya macaamiil badan oo warshadeed

Sida laga soo xigtay xogta Frost & Sullivan, cabbirka suuqa ee FPGA ee beerta sirdoonka macmal ee Shiinaha ayaa ilaalin doona heerka kobaca 12% -20% mustaqbalka waxaana la filayaa inuu gaaro 1.25 bilyan yuan 2025. Shirkaddu waxay si firfircoon u dejinaysaa PSoC ballaarinta booska dakhliga ee FPGA.Xaalado badan oo codsi ah waxay u baahan yihiin chips si ay u qabtaan hawlaha xakamaynta adag marka lagu daro habka algorithmic ee xogta badan ee xogta iyo xawaaraha sare ee co-processors, taas oo noqon doonta mid aad u caan ah mustaqbalka ee dhinacyada sirdoonka macmal ah iyo kalsoonida sare.Sidaa darteed, PSoC oo leh qaab dhismeedka fiyuuska ayaa noqon doona jihada horumarineed ee muhiimka ah.Alaabooyinka taxanaha ah ee ay shirkaddu iskeed u horumarisay ee Qinglong ayaa si tartiib tartiib ah loo raray, waana alaabtii ugu horreysay ee PSoC barnaamijkeeda lagu soo bandhigo suuqa Shiinaha, oo leh nidaam 28nm ah, oo ay ku dhex jiraan qaybo eFPGA ah oo awood badan, oo lagu qalabeeyay APUs iyo dardargelinta AI badan. matoorada, inta badan isgaarsiinta, habaynta signalada, image processing, control warshadaha, iyo codsiyada kale.Waqtigan xaadirka ah, Shanghai Fudan waa alaab-qeybiyaha kaliya ee 28nm PSoC gudaha Shiinaha, badeecadeedana si wanaagsan ayaa looga helay suuqa.Marka loo eego ku dhawaaqista dakhliga 2022Q1 ee shirkadda, taxanaha Qinglong PSoCs (oo ay ku jiraan FMQL45T iyo FMQL45AIT) waxay gaadheen 10 milyan oo mugga iibka ah.

(1) FMQL45T waxay leedahay on-chip-ka isku-dhafan ee wax-qabadka sare leh ee SoC-ga iyo halbeegga bilyan ee irdaha barnaamijka, kaasoo gaari kara 1TOPS ee dhammaadka-ilaa-dhamaadka AI algorithm oo leh "Fuyu Microchips" dardargelinta softcore.(2) Marka lagu daro processor-ka sare ee SoC-ga iyo unugga barnaamijka ee bilyan-iridaha, FMQL45AIT chip wuxuu sidoo kale isku daraa mishiinka dardargelinta AI ee ku saleysan qaab dhismeedka "Fotomicro Tendon Cloud", kaas oo bixin kara 2TOPS ee awoodda xisaabinta AI oo keliya.Alaabooyinka PSoC waxay caawiyaan aragtida warshadaha, ilaalinta caqliga leh, iyo codsiyada kale ee dhamaadka-dhamaadka ah.Shirkaddu waxay iskaashi la samaysay Shanghai Shentong Metro Group iyo Shanghai Gaojing Inspection Technology Co. Nidaamka la cusboonaysiiyay wuxuu dhamaystiri karaa aqoonsiga sare ee sawirka gudaha 0.1s waxaana lagu tijaabiyay xarumaha 11 metro ee Shanghai.