Product Attributes

Big time for FPGA leader Xilinx

1, FPGA downstream application scenarios are extensive, the demand is growing steadily, the future in 5G, AI, data centers, autonomous driving, and other high computing power demand, FPGA chip market demand growth with certainty, according to Frost & Sullivan estimates, the global FPGA market size is expected to reach $12.58 billion in 2025, 16-25 years average CAGR of about 11%.

2, compared to CPU, GPU, ASIC, and other products, FPGA chip profit margins are higher: low and medium density million gate level, 10 million gate level FPGA chip R & D enterprise profit margin close to 50%, high density billion gate level FPGA chip R & D enterprise profit margin nearly 70%, Xilinx nearly ten quarters of gross margin to maintain at more than 65%, higher than Nvidia and AMD gross margin for the same period.

3, FPGA entry barriers are high, and the need for software and hardware collaborative development: FPGA dedicated EDA software technology barriers are high, the hardware structure is complex, and low yield rate, making the global FPGA market is a duopoly competition pattern, in which, Selling Si market share is always more than half, and Intel (Altera) together accounted for more than 80% of the market share, the industry horse effect is obvious;

4, benefited from 5G, AI, autonomous driving, and other technology evolution and data center development to promote the expansion of the market scale, the last two years FPGA leading Xilinx to achieve a V-shaped revenue reversal, FY22Q2 revenue, gross profit, net profit have maintained double-digit year-on-year growth;

5, 5G era is approaching, 5G mobile communication base station is expected to be the future market construction scale of ten million levels, coupled with the pricing of FPGA and on-chip resources being positively correlated, the future unit price is expected to further improve, therefore, as the core components of 5G infrastructure and terminal equipment, FPGA is expected to achieve a quantitative price increase;

6, due to their flexibility and high-speed computing capabilities, FPGAs are widely used in the field of AI accelerator cards, benefiting from the broad development prospects in the field of artificial intelligence, the future demand for FPGAs applied in the field of AI will continue to be positive;

7, data center FPGA is mainly used for hardware acceleration, low latency + high throughput laid the core advantages of FPGA, compared to the traditional CPU scheme after the use of FPGA scheme processing custom algorithms can achieve significant acceleration effect, from 2016 onwards, Microsoft Azure, Amazon AWS, Ali cloud servers are beginning to deploy FPGA accelerators;

8, the use of an FPGA heterogeneous computing platform, can handle the explosion of data brought about by the increase in the number of sensors, reduce the overall response time of the system brought about by the synchronization and fusion of multiple sensors, and enhance the flexibility and scalability to achieve scalability from edge sensors to domain controllers while providing dynamic reprogramming capabilities to reduce system costs and losses, 20 years in mid-June, FPGA leader Xilinx has about 70 million automotive chips for use in ADAS.

9, the future, driven by the 5G wave, FPGAs are expected to achieve a quantitative price increase, while FPGA leader Celeris will also continue to benefit from the AI, data center, autonomous driving, and other FPGA application market demand release.