The core idea of FPGA:
1. FPGA is a branch of digital chips. Unlike functional fixed chips such as CPU and GPU, FPGA can be given specific functions according to user needs after manufacturing.
2. FPGA chips involve multiple fields such as communications, industry, military/aerospace, automotive, and data centers, and the composite annual growth rate of the Chinese FPGA market is expected to exceed 17%, significantly higher than the global growth rate.
What is an FPGA chip?
is a high-performance chip that can be customized by users. FPGA (Field Programmable Gate Array) is a subcategory of digital chips. Field programmability is the biggest feature of FPGA. After the completion of manufacturing, chips such as CPU and GPU have their functions fixed, and after the completion of manufacturing, FPGA can be configured with specific circuits through EDA software according to user needs, thereby giving them specific functions. The programmable technology of FPGA is based on flash memory, anti fuse, and static memory.
FPGA consists of three parts: a programmable logic cell, an input output block that interacts with external signals, and a switch box that connects the first two elements. From the perspective of product development, advanced technology (manufacturing process) and advanced packaging can improve FPGA capacity, while optimizing the design of the basic unit LC and other system designs under the same process can improve FPGA performance. At the same time, continuous optimization of software and rich soft core IP libraries also reflect the competitiveness of different manufacturers.
The FPGA industry is growing rapidly, with a significant gap between domestic and foreign markets
The accelerated development of emerging markets such as data center construction, artificial intelligence, and autonomous driving has driven sustained growth in FPGA demand. According to Gartner's prediction, the global FPGA market size will increase from $5.585 billion to $9.69 billion in 2020-2026, with a compound annual growth rate of 9.6%. According to Frost&Sullivan's prediction, the size of China's FPGA market is expected to increase from 17.68 billion yuan to 33.22 billion yuan from 2021-2025, with a compound annual growth rate of 17.1%. The growth rate of China's FPGA market is higher than that of the world.
From the perspective of the downstream market, FPGA chips downstream involve fields such as communications, industry, military/aerospace, automobiles, and data centers, among which the communications market accounts for the highest proportion and is expected to continue to improve. Among the above fields, automobiles are expected to grow fastest.
Currently, the FPGA industry is highly concentrated. According to Gartner data, four U.S. companies, Xilinx, Intel, Lattice, and Microchip, together account for 93% of the global market share. Domestic FPGA manufacturers will account for 16% of the domestic market share in 2021, with broad domestic substitution space.
In summary, from the perspective of the chip industry as a whole,TCCHIP
FPGAs have a good prospect of domestic substitution, whether in the civilian market with constantly iterative and new demand, or in the special market with great autonomous and controllable demand due to national security considerations. Domestic FPGA manufacturers have a broad growth space
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