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Since last year, I have been paying attention to FPGA, and this year it has finally gained attention in the capital market.
1. A brief introduction to what FPGA is.
The full name of FPGA is “Field Programmable Gate Array“, as shown in the figure below:
How does it compare to CPUs and GPUs that general investors are familiar with?
Main application scenarios of FPGA:
2. Reasons to focus on FPGA:
1. The need for self-controllable “Chinese chips” and a large market for import substitution will definitely include FPGA chips.
2. The explosion of artificial intelligence (AI) relies on hardware foundations such as CPUs, GPUs, FPGAs, and SoCs, where FPGAs play a crucial role.
3. The rapid arrival of the 5G era increases the demand for FPGAs as essential components in communication base stations, which will certainly boost the FPGA market.
4. Unisoc Tongchuang, a subsidiary of “Unisoc Guowei”, specializes in self-controllable FPGAs, achieving remarkable results despite being low-profile. It is the only FPGA company I have researched, with a Tsinghua University background, “sailing with the wind”.
5. Summary of Unisoc Tongchuang’s achievements:
Undertaking multiple “core high-tech” projects; continuously leading in Chinese FPGA chip and software patent technology;
Initiating the development of high-end FPGAs with 70 million gates; achieving military-civilian integration;
Assisting Feiteng CPUs in achieving information network security functions;
Assisting domestic communication CPUs in handling large traffic functions, etc.
This year, they have achieved large-scale supply in multiple markets, starting to create a “storm” in the FPGA sector.
In summary:
Where there are critical projects, there will be FPGAs; where there are domestic FPGAs, there will be Unisoc Guowei (Tongchuang).
Wishing all friends and investors a successful 2019!
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This research report is merely a sharing of facts and content. All authors’ speculations, guesses, and predictions do not constitute investment advice. Readers are encouraged to think and decide for themselves.
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