FPGA Chip Manufacturers Ranking, Market Analysis, 2023
Time:2023-09-09
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Overseas vendors Xilinx, Intel, Lattice, Microchip ranked in the top four, domestic vendors, Ziguang Tongchuang, Fudan Microelectronics, Shanghai Anlu, Chengdu Huawei, Gowin, Beijing Micro Qili in that order.
FPGA is not as widely known as CPU and GPU, but it has a wide range of applications and is very popular in downstream applications, and can be used in industrial control, network communications, consumer electronics, data centers, automotive electronics, artificial intelligence and other fields. With the growth of terminal equipment such as consumer electronics and communications, the development of smart cars, big data, and the Internet of Things, the demand for FPGA cores has increased, and the Chinese market is gradually expanding.
FPGA
FPGA is a semi-customized circuit developed on the basis of traditional logic circuits and gate arrays such as PAL (Programmable Logic Array), GAL (Generalized Array Logic), CPLD (Complex Programmable Logic Devices), and is mainly used in the field of ASIC (Application Specific Integrated Circuit).
FPGA chips were introduced in the mid-1980s, with a relatively short development history. Early FPGA chips due to the design, manufacturing difficulties, expensive and performance is far behind the special-purpose integrated circuits, so the application is relatively limited, generally used by integrated circuit design companies or research institutions for product prototype verification.
With the continuous evolution of semiconductor manufacturing processes, the global FPGA industry has grown significantly since 2000. in 2022, the global annual sales of FPGAs have exceeded $6.5 billion. By 2025, the global FPGA market is expected to exceed $12 billion.
At present, the main industry chain suppliers of FPGA are concentrated in Europe and the United States, dominated by two Xilinx and Altera, accounting for 36.6% and 25.3% respectively, and Lattice accounting for 23.2%. Domestic FPGA vendors occupy 16% of the domestic market share in 2021.
At present, China‘s high-end materials are more dependent on foreign countries, and manufacturers are mainly concentrated in the downstream.
From the upstream point of view, the upstream of the FPGA chip industry chain is mainly the basic manufacturing materials, EDA design software, and IP licensing. The domestic EDA software and IP is relatively weak, local manufacturers use EDA software and IP are basically dependent on foreign authorization, high-end semiconductor equipment and materials in the field of independent control degree is low. However, the recent localization of Huawei‘s 14nm EDA tools has brought a spring breeze to the development of independent control for domestic manufacturers.
From the downstream point of view, FPGA chip downstream involved in communications, industrial, military / aerospace, automotive and data centers and other fields, of which the communications market accounted for the highest proportion of the industrial and automotive markets are expanding. Especially in the industrial field, in 2022 the Chinese market sales of FPGA chips applied in this field will reach 5.34 billion yuan, accounting for 31.5% of China‘s FPGA chip market share, and the CAGR from 2023 to 2025 will reach 16.1%.
Although the technology gap with the international leader, a late start, but the number of domestic manufacturers increased, the technology is constantly updated iteration, for example, Shanghai Anlu Information Technology Co., Ltd. 28nm process products have been formally mass production; coupled with the support of the IC industry policy and funding, FPGA has been the rapid development of domestic manufacturers of the product recognition continues to improve, the future growth of the space, the head of the enterprise or the wave of domestic production Head enterprises may take the lead in the wave of localization, and are expected to make breakthroughs in the middle and low markets and mature processes.
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Elan Tsao