EP4CGX75CF23C8N fou ma uluai ic chips feso'ota'iga feso'ota'iga vaega fa'aeletoroni sili tau le tasi nofoaga fa'atau BOM auaunaga

Uiga Oloa

2.1 FPGA meataalo e taulaʻi i talosaga maualuga-faʻatuatuaina ma e faʻamoemoe e faʻaauau le tuputupu ae maualuga

O oloa FPGA a Shanghai Fudan e masani ona faʻaaogaina i le tulaga maualuga le faʻatuatuaina.O oloa masani a le FPGA a le malo e faʻamuamua le faʻatinoga, faʻaaogaina o le eletise, ma le tau, ma e tele lava ina gaosia.O faʻataʻitaʻiga autu o faʻaoga o FPGA maualuga-faʻatuatuaina e sili atu ona manaʻomia ma e masani lava e le manaʻomia ai le faʻaogaina o tekonolosi faʻagasologa, ma o manaʻoga mo le faʻamaoni ma le mautu o oloa e sili ona mataʻina.I le 2018, na tatalaina ai e Shanghai Fudan se augatupulaga fou o le piliona-gate FPGA oloa faʻatasi ai ma aia tatau faʻapitoa tau le atamai, ma avea ma uluai fale mamanu Saina e faʻalauiloa oloa FPGA tele-tele-tele-tele-tele-totoa.I le taimi nei, o Shanghai Fudan o loʻo taulaʻi ile SRAM-ituaiga FPGA, e aofia ai le 10 miliona faitotoʻa, piliona faitotoʻa FPGA meataalo, ma faʻapipiʻiina masini polokalame PSoC vaega e tolu, o le tele o gaosiga gaioiga e aofia ai le 65nm-28nm.14nm piliona faitotoʻa FPGA chip e faʻamoemoe e faʻamaeʻa le tafe o tupe meataalo i le faaiuga o le 2022 ma e faʻamoemoe e ulufale i le tele o gaosiga i le 2023-2024.

28nm FPGA tulaga tekonolosi o loʻo taʻitaʻia i Saina.O Shanghai Fudan na faʻatuina se piliona-faitotoa FPGA oloa faʻatasi ai ma le 28nm process i le 2018, lea e aofia ai le 700k mafai gafatia sela faʻatasi ma le SerDes fua faatatau e oʻo atu i le 13.1Gbps, ma o tulaga faʻapitoa faʻapitoa e sili atu nai lo le tele o tagata faʻatau Saina.O faʻamatalaga o loʻo faʻaalia i le vaʻaiga a le kamupani o loʻo faʻaalia ai i le 2019 ma le 2020, o le tupe maua a le kamupani FPGA chip o le 0.84 piliona yuan ma le 153 miliona yuan, i luga 22.2% ma le 82.7% tausaga i lea tausaga, faʻatasi ai ma tupe faasili o le 97.22% ma le 95.26%, taitasi.E tusa ai ma le faʻasalalauga o tupe maua a le kamupani 2022H1, ua ausia e le kamupani le tele o ituaiga oloa FPGA ma ua tuʻuina atu oloa FPGA maualuga maualuga i le silia ma le 500 tagata faʻatau.Le maualuga o le tuputupu aʻe o tupe maua a pisinisi FPGA.E tusa ai ma le faʻasalalauga a le kamupani, o tupe maua a Shanghai Fudan mai le FPGA ma isi tupe meataalo i le 2021 o le a RMB 427 miliona, i luga ole 109% i lea tausaga ma lea tausaga.2022H1 tupe maua o le a RMB 378 miliona, i luga 121% i lea tausaga ma lea tausaga, latalata i tupe maua faaletausaga i le 2020, ma Shanghai Fudan o tupe maua e faatatau i FPGA tupe meataalo ua faamoemoe e sili atu i le RMB 800 miliona i le 2022, faatumauina le 100% fua faatatau tuputupu ae faaletausaga. .E oo atu i le 2023-2024, o le 14nm billion-gate FPGA chips a le kamupani o loʻo faʻamoemoeina o le a faia i le tele o gaosiga, ma o loʻo faʻamoemoe le kamupani e faʻatumauina lona tulaga faʻatekonolosi i le tulaga o FPGA sili ona faʻatuatuaina, faʻateleina tupe maua a le kamupani e faʻaauau pea ona tupu.Matou te faʻamoemoe o tupe maua a pisinisi FPGA e 1.658 piliona yuan i le 2024, faʻamauina mo le 35% o tupe maua ma le 45% o tupe mama, ma le CAGR o tupe maua ma tupe mama a le pisinisi FPGA o le a 57% ma 62%, i le faasologa, mai. 2021 i le 2024, lea o le a avea ma avetaʻavale autu e faʻaleleia ai le faʻatinoga atoa o Shanghai Fudan.

O loʻo i ai i le kamupani ana mea faigaluega atinaʻe, ma o le FPGA mamanu e le faʻasaina e kamupani mai fafo EDA ma IP.I le faagasologa o le FPGA nationalization, o Shanghai Fudan o loʻo i ai le malosi e tuʻuina atu ai se tutoʻatasi ma atoatoa FPGA polokalama faʻatulagaina talosaga (e aofia ai le IC design, IP, ma le EDA), lea na tatalaina ai sootaga autu i le FPGA design.O kamupani FPGA ta'uta'ua a le lalolagi o lo'o tu'uina atu a latou lava meafaigaluega EDA i tagata fa'atau.O loʻo tuleia nei e Celeris le Vivado software suite, lea na faʻalauiloaina muamua, o loʻo i ai le tele o tagata faʻaoga, ua fausia ai se siʻosiʻomaga lelei, e mafai ona ausia le taimi faʻatau oloa, polokalama faʻapipiʻi ma meafaigaluega faʻapipiʻi tekinolosi e sili atu ona matua, ma o le faletusi IP avanoa e matua mauoa.Na faalauiloa e Shanghai Fudan se augatupulaga fou o le piliona faitotoa FPGA development tool Procise i le 2019, lea e atiina ae e le kamupani ma e mafai ona tuʻuina atu auaunaga faʻataʻitaʻiga faʻapitoa mo le ultra-large-scale FPGAs ma tuʻufaʻatasia le tele o punaoa IP e fesoasoani ai. tagata faʻaoga vave iloa le atinaʻeina o fofo talosaga.Ae ui i lea, ua tuai le Procise pe a faʻatusatusa i le Ceres' Vivado ma Altera's Quartus Prime, o le numera o faʻasologa o faʻamatalaga e laʻititi, ma o galuega a le EDA ma punaoa a le IP e manaʻomia le faʻaleleia atili.

2.2 Na'o le pau lea o le 28nm PSoC fa'atau oloa, fa'ateleina fa'alauteleina le tele o tagata fa'atau pisinisi

E tusa ai ma faʻamaumauga a Frost & Sullivan, o le tele o maketi o le FPGA i Saina faʻataʻitaʻiga atamai fanua o le a faʻatumauina ai le tuputupu aʻe o le 12% -20% i le lumanaʻi ma e faʻamoemoe e oʻo atu i le 1.25 piliona yuan i le 2025. O loʻo faʻagasolo e le kamupani PSoC i. fa'alautele avanoa avanoa o le FPGA.O le tele ma le tele o faʻataʻitaʻiga faʻaoga e manaʻomia ai tupe meataalo e faʻatino ai galuega faʻalavelave faʻapitoa i le faʻaopoopoga i le faʻagasologa algorithmic o le tele o faʻamaumauga ma le televave o le co-processors, lea o le a sili ona taatele i le lumanaʻi i fanua o le atamai faʻapitoa ma le faʻatuatuaina maualuga.O le mea lea, o le PSoC faʻatasi ai ma le faʻapipiʻiina o le fausaga o le a avea ma taʻiala taua tau atinaʻe.O oloa a le kamupani a le kamupani Qinglong faasologa ua faasolosolo malie lava ona auina atu, ma o uluai oloa faʻapipiʻiina PSoC faʻapipiʻiina i le maketi i Saina, faʻatasi ai ma le 28nm process, faʻapipiʻiina i le tele-mafai lava eFPGA modules, ma faʻapipiʻiina i APU ma le tele o faʻavavega AI. afi, e masani lava mo fesoʻotaʻiga, faʻasologa o faʻailoga, faʻasologa o ata, faʻatautaia o fale gaosi oloa, ma isi faʻaoga.I le taimi nei, o Shanghai Fudan e naʻo le pau lea o le 28nm PSoC faʻatau i Saina, ma o ana oloa o loʻo talia lelei i le maketi.E tusa ai ma le faʻasalalauga a le kamupani 2022Q1, o le Qinglong series PSoCs (e aofia ai FMQL45T ma FMQL45AIT) ua ausia le 10 miliona faʻatauga.

(1) FMQL45T o loʻo i ai se faʻapipiʻi faʻapipiʻi maualuga SoC processor ma piliona faitotoʻa iunite faʻapipiʻiina, lea e mafai ona ausia le 1TOPS o le faʻaiʻuga o le AI algorithm ma le "Fuyu Microchips" faʻavavevave softcore.(2) I le faaopoopo atu i le maualuga-faatinoga o le SoC processor ma piliona faitotoa e mafai ona faʻapipiʻiina iunite, o le FMQL45AIT chip e tuʻufaʻatasia foʻi se afi faʻavavevave AI e faʻavae i luga o le fausaga o le "Fotomicro Tendon Cloud", lea e mafai ona maua ai le 2TOPS o le mana faʻapipiʻi AI naʻo.O oloa PSoC e fesoasoani i le va'aiga fa'apisinisi, mata'ituina ma le atamai, ma isi fa'aoga pito i luga.O loʻo galulue faʻatasi le kamupani ma Shanghai Shentong Metro Group ma Shanghai Gaojing Inspection Technology Co. O le faʻaleleia o le faiga e mafai ona faʻamaeʻaina le faʻamaonia o ata maualuga i totonu ole 0.1s ma ua tuʻuina i le faamasinoga i 11 metro stations i Shanghai.