Uiga Oloa

I le avea ai ma se tasi o lala o tupe meataalo, FPGA (Field-Programmable Gate Array) tupe meataalo e faʻavae i luga o masini faʻapipiʻi (PAL, GAL) ma e semi-customized, programmable integrated circuits, ua taʻua o "universal chips".O FPGA e iai le lelei o le faʻaogaina o polokalame (maualuga le fetuutuunai), pupuu taimi-i-maketi (faʻasao i luga ole taamilosaga), tau maualalo nai lo ASICs faʻapitoa (sefe i tau tafe), ma sili atu le tutusa nai lo oloa faʻapitoa.

FPGA o loʻo faʻaaogaina i le tele o faʻaoga i lalo ma o loʻo faʻatupulaʻia le manaʻoga, e aofia ai fesoʻotaʻiga fesoʻotaʻiga (5G), fale gaosi oloa IoT, mea faʻatau eletise, nofoaga autu o faʻamatalaga, masini eletise (avetaavale tutoʻatasi), atamai faʻapitoa (AI), ma isi matāʻupu.Faatasi ai ma i latou, fesoʻotaʻiga fesoʻotaʻiga, mea faʻaeletonika faʻatau, ma mea faʻaeletonika taʻavale o ana faʻataʻitaʻiga autu faʻaoga, faʻamaumauga mo le sili atu i le 80% o le aofaʻi o manaʻoga.I le lumanaʻi, faʻamalosia e le manaʻoga mo le maualuga o le eletise i le 5G, AI, nofoaga autu o faʻamaumauga ma le taʻavale tutoʻatasi, o le faʻatupulaia o le manaʻoga maketi FPGA e mautinoa.E le gata i lea, e pei o Intel, AMD ma isi kamupani faʻasolosolo faʻapipiʻi PPU ma FPGA i faʻataʻitaʻiga maualuga-calculus ma faʻateleina a latou tupe teufaafaigaluega i le faʻaogaina o komepiuta, o le a faʻalauteleina le maketi o le FPGA i le lalolagi atoa.E tusa ai ma le Frost & Sullivan, o le maketi o le FPGA i le lalolagi atoa e tatau ona oʻo atu i le US $ 12.58 piliona i le 2025, faʻatasi ai ma le averesi CAGR o le 11% i luga o le 16-25 tausaga.

Pe a faatusatusa i PPU, GPU, ASICs, ma isi oloa, FPGA meataalo e maualuga atu tupe mama.O loʻo lipotia mai o le tupe mama o le maualalo ma le medium-density miliona gate level ma le 10-miliona faitotoa tulaga FPGA chip R & D atinaʻe e latalata ile 50%, ma o le tupe mama o le maualuga-density piliona faitotoa tulaga FPGA chip R & D pisinisi e toetoe lava 70. %.E pei ona faʻaalia i le siata o loʻo i lalo, o le tupe faʻaalu a Xilinx i le sefulu kuata talu ai na tumau pea i luga ole 65%, maualuga atu nai lo tupe faʻaalu a Nvidia ma AMD i le vaitaimi lava e tasi.

O FPGA e maualuga pa puipui e ulufale ai ma manaʻomia le galulue faʻatasi ma le atinaʻeina o masini komepiuta: FPGA e iai ni pa puipui faʻapitoa faʻapitoa i le faʻapipiʻiina o le EDA software, faʻalavelave faʻapipiʻi meafaigaluega, ma maualalo fua, o lea o le maketi FPGA i le lalolagi e masani lava i se mamanu tauvaga duopoly, faʻatasi ai ma tagata sili e fa. o le Xilinx, Intel (Altera), Lattice ma Microchip, ma le CR4 ≥ 90%.Faatasi ai ma i latou, o le maketi a Xilinx i le maketi o le FPGA i le lalolagi atoa e sili atu i le 50%, o le maualuga o le Top1 e lona lua i le PC CPU ma le maketi GPU, ma faatasi ai ma le Intel (Altera) mo le sili atu i le 80% o le maketi FPGA, e manino le aafiaga horsepower alamanuia.

E lua fa'ailoga taua mo FPGAs: fa'agasologa o tekonolosi ma fa'atotonu faitoto'a

Ole faʻatulagaina ole manaʻoga mo FPGA o loʻo pulea pea e le 28nm poʻo le maualuga o faiga ma le 100K poʻo le itiiti ifo o sela faʻaoga.

I le tulaga o le faagasologa, 28-90nm FPGA meataalo e sili ona maualuga ona o latou tau maualuga ma fua.O le faʻagasologa alualu i luma e maualalo le faʻaaogaina o le eletise ma le maualuga o le faʻatinoga, ma e faʻamoemoeina o le FPGA chips ma le sub-28nm process o le a ulufale atu i se vaitaimi o le vave atinaʻe.I le tulaga o le logic gate density, o le manaʻoga mo FPGA chips i lalo ifo o le 100K logic cell o loʻo sili atu nei, sosoo ai ma le 100K-500K logic cell section.

I le avea ai ma maketi sili ona tele mo Xilinx, Asia Pacific (aemaise Saina) ei ai sona aafiaga taua i tupe maua a le kamupani.E tusa ai ma le Frost & Sullivan, o le maketi Saina FPGA i tulaga o faʻatauga i le 2019 o le 63.3% ma le 20.9% mo le 28-90nm process, ma le 20.9% mo le sub-28nm process FPGAs;ma le 38.2% ma le 31.7% mo le sub-100K logic cell, ma le 100K-500K logic cell, i le faasologa.

Faʻamanuiaina mai le faʻaleleia o tekinolosi e pei o le 5G, AI, ma le taʻavale tutoʻatasi, faʻapea foʻi ma le atinaʻeina o nofoaga autu o faʻamaumauga, e faʻateleina ai le faʻalauteleina o maketi, ua ausia e le taʻitaʻi o le FPGA Xilinx se suiga o tupe maua foliga V i le lua tausaga talu ai.O tupe maua a Celeris FY22Q2 na siitia 22.1% i lea tausaga ma lea tausaga i le US$936 miliona;o tupe faasili na siitia i le 16.7% i lea tausaga ma lea tausaga i le US$632 miliona;si'itia tupe mama i le 21% i lea tausaga ma lea tausaga i le US$235 miliona.

E oʻo i le tapunia o le 11/1/22, o Xilinx o loʻo i luga 49.84% i le Y21 ma le -5.43% i le Y22 i le taimi nei, o loʻo i lalo ole S&P 500 ETF (SPY: -1.1%), Philadelphia Semiconductor Index (SOXX: -2.04%). ma Nifty 100 ETF (QQQ: -3.02%) i le vaitaimi lava e tasi.

Fa'atūina i le 1984 ma fa'atupuina fa'ato'aga-programmable logic gate arrays (FPGAs) i le tausaga lava e tasi, Xilinx o le ta'imua o le lalolagi o lo'o tu'uina atu fofo atoatoa mo manatu fa'apolokalameina.I le avea ai ma tagata suʻesuʻe o le FPGA, Programmable SoC, ma le ACAP, Xilinx ua tuuto atu i le tuʻuina atu o tekinolosi faʻatautaia sili ona fetuutuunai a le alamanuia ma meataalo faʻapipiʻi faʻapipiʻiina e lagolagoina e le tele o polokalama faʻapitoa ma meafaigaluega mo le faʻaogaina i fesoʻotaʻiga fesoʻotaʻiga, mea tau eletise, mea faʻatau eletise ma nofoaga autu o faamatalaga.O lo'o fa'amalieina nei e le kamupani le silia ma le 50% o mana'oga a le lalolagi mo oloa FPGA.

O tupe maua a Xilinx e maua mai i pisinisi autu e fa: AIT (Aerospace & Defence, Industrial, Test & Measurement), Automotive, Broadcast & Consumer Electronics, Wired & Wireless, ma Data Centers.