In recent years, due to the rapid development of the domestic information technology field, the domestic industrial control, network communications, consumer electronics, data centers, artificial intelligence and other new generation of information technology field of rapid development, the country's semiconductor industry to introduce supportive policies and the strategic demand for localized substitution and so on make the market size of the FGPA is constantly expanding. The whole process of the FPGA is a field-programmable gate array, which is usually in the form of off-the-shelf integrated circuits sold. They are called " field programmable" because they allow users to reconfigure the hardware to meet specific requirements after the fabrication process. FPGAs have the advantage of fast design cycles and low development costs compared to proprietary integrated circuits. FPGA chips consist of three parts: a programmable logic unit, an input/output unit, and an array of switching wires. FPGAs are known as the universal chip, with powerful parallel computing capabilities, flexible and customizable functionality, etc., and are widely used in the fields of communications, industrial control, consumer electronics, automotive electronics, data centers, artificial intelligence, and so on. Artificial Intelligence and other fields. The development of China's chip industry started late, and most of the global FPGA market share has been occupied by foreign manufacturers. In recent years, the state has attached importance to the development of semiconductor and integrated circuit industry, and introduced a series of supportive industrial policies to promote the play of domestic market advantages and the synergistic and sustainable development of the industrial chain, and domestic FPGA manufacturers have also made breakthroughs in technology, gradually narrowing the gap with the international advanced level. Domestic FPGA vendors that have made significant progress include Anlu Information Technology Co. With the continuous development of artificial intelligence, 5G communications and other emerging fields, the FPGA industry has also ushered in new opportunities. Domestic FPGA vendors are focusing on high-end product development and market expansion to meet future technology development.
The current global FPGA market is dominated by two companies, namely Xilinx (now acquired by AMD) and Intel (which includes the former Altera brand). These two companies, with their longstanding market presence and patent accumulation, hold significant leadership positions in the global FPGA market, with a combined market share of over 80%. This market pattern reflects the Matthew effect in the industry, where the strong get stronger, setting a high threshold for new entrants.
In addition to these two giants, Lattice and Microchip also have a foothold in the FPGA market, with a combined market share of about 10%. Compared with these internationally recognized companies, Chinese FPGA companies are still in the growth stage, mainly providing FPGA devices, their revenue scale is relatively small, and there is still a gap between their hardware performance and that of the top international products. Domestic FPGA manufacturers include Fudan Microelectronics, Ziguang Tongchuang, and Anlu Technology, which have a relatively small share of the domestic market, indicating that the domestic market has an urgent need for substitution of domestically produced FPGAs.
Despite the challenges, Chinese FPGA companies are striving to improve their competitiveness through continuous technological innovation and market expansion. With the country's emphasis on and support for the semiconductor industry, as well as the growth of domestic market demand, domestic FPGA vendors are expected to achieve greater breakthroughs and development in the future.
Now it seems that the domestic FPGA industry in the market scale, policy support, technological progress, demand for domestic substitution, etc. have shown a positive trend of development. In the future, with the continuous breakthroughs in technology and further development of the market, domestic FPGAs are expected to occupy a more important position in the global market!
