Welcome to follow the latest developments in the FPGA industry! The “Logic Chip Workshop” provides concise updates to help you quickly grasp market trends.
Mainstream FPGA Application Scenarios
Field Programmable Gate Arrays (FPGAs) have become core computing engines in various industries due to their flexibility, low latency, and high performance. Below are the most valuable FPGA application scenarios in recent years:
- Artificial Intelligence and Machine Learning: FPGAs provide low-power, real-time processing capabilities in AI inference and edge AI, suitable for smart surveillance, autonomous driving, and medical image analysis. For example, the Lattice Certus-NX FPGA achieves real-time object detection in smart cameras, reducing power consumption by 30% compared to ASICs Lattice Semiconductor[https://www.latticesemi.com/].
- 5G and Telecommunications: FPGAs support signal processing, protocol conversion, and data acceleration, providing high bandwidth and low latency. For instance, the AMD Versal FPGA optimizes large-scale MIMO performance in Samsung’s 5G base stations GlobeNewswire[https://www.globenewswire.com/].
- Data Centers and Cloud Computing: FPGAs serve as hardware accelerators for AI inference, database queries, and network encryption. For example, the Altera Agilex 9 series accelerates genomic analysis in AWS data centers, reducing processing time by 50% EE Times[https://www.eetimes.com/].
- High-Frequency Trading (HFT): FPGAs execute trading algorithms in hardware, achieving latencies as low as nanoseconds, widely used in order book management and market data decoding.
- Automotive and Industrial Automation: FPGAs are used for sensor fusion and real-time control in Advanced Driver Assistance Systems (ADAS) and Industrial IoT. For example, Anlogic’s FPGA optimizes radar signal processing in new energy vehicles.
- Aerospace and Defense: FPGAs play a central role in satellite communications and radar systems due to their radiation resistance and deterministic performance.
Technical Trend Observations
The potential of FPGAs in edge AI and 6G communications continues to expand. According to MarketsandMarkets, the demand for FPGAs in edge AI is expected to grow at a compound annual growth rate (CAGR) of 15% from 2025 to 2030, driven by low power consumption and real-time processing needs MarketsandMarkets[https://www.marketsandmarkets.com/]. In 6G research and development, FPGAs are becoming the preferred platform for prototyping and algorithm validation due to their reconfigurability, with widespread deployment expected in 6G test networks in Japan and Europe before 2030.
Global FPGA Market Overview
China Market Dynamics
The Chinese FPGA market continues to grow rapidly, driven by demand in artificial intelligence, 5G, and edge computing. Anlogic announced today that it has received an order from a leading domestic new energy vehicle manufacturer for its 28nm FPGA products used in smart driving assistance systems, which is expected to solidify its position in the automotive electronics sector. Pango Micro’s 28nm FPGA products have entered the supply chain of several communication equipment manufacturers for 5G base stations, with plans for mass production in the fourth quarter of 2025 The Volt Post[https://thevoltpost.com/]. Gowin Semiconductor has performed strongly in the consumer electronics sector, with its GW1N series FPGA adopted by smart home device manufacturers to optimize voice control and sensor fusion functions The Volt Post[https://thevoltpost.com/].
Although Chinese FPGA companies have improved their competitiveness in the low to mid-end market, high-end chip design is constrained by advanced process technologies and supply chain limitations. China is accelerating technological breakthroughs through national policy support and the development of domestic EDA tools.
Foreign Market Dynamics
The FPGA markets in North America and Europe are driven by strong demand from data centers, AI acceleration, and defense applications. According to a Newstrail report, the global FPGA market is expected to reach $30.98 billion by 2032, with a CAGR of 12.0% Newstrail[https://newstrail.com/]. AMD (Xilinx) and Altera dominate the North American market, with their high-end FPGA products widely used in cloud computing and aerospace. Lattice Semiconductor continues to expand its influence in the European IoT and automotive electronics markets with low-power FPGAs, particularly in Germany’s smart manufacturing and embedded vision sectors.
Major Market News
- Lattice Semiconductor Releases New FPGA: Lattice announced today the launch of new high I/O density devices in the Certus-NX and MachXO5-NX FPGA series, optimized for power-constrained AI, industrial, communication, and automotive applications, supporting post-quantum encryption to enhance IoT device security, expected to be available in the third quarter of 2025 Lattice Semiconductor[https://www.latticesemi.com/].
- Altera Independent Operation Progress: Altera was spun off from Intel on July 11 to become an independent FPGA company, announcing today that its Agilex 9 series FPGA has been certified by a major North American cloud service provider for next-generation data center acceleration, supporting AI inference and high-bandwidth connectivity EE Times[https://www.eetimes.com/].
- Achronix Partners with European Telecom: Achronix announced today a partnership with a European telecom equipment manufacturer, with its Speedster7t series FPGA optimizing 5G network solutions to enhance data throughput and network flexibility The Volt Post[https://thevoltpost.com/].
Key Company Tracking
- NVIDIA
- Main Business: Focused on GPUs, providing AI, high-performance computing, and graphics processing solutions, indirectly driving FPGA applications in AI acceleration and data centers.
- Profit Model: GPU hardware sales, AI software ecosystem (such as CUDA), and cloud services (such as DGX Cloud).
- Recent Economic Behavior: Increased investment in AI infrastructure, with a market capitalization exceeding $4 trillion on July 10 Reuters[https://www.reuters.com/].
- Stock Changes: Stock price increased by approximately 22% in 2025, closing today at about $135/share, with a market capitalization of approximately $4 trillion Yahoo Finance[https://finance.yahoo.com/].
- Recent News: The U.S. government has relaxed sales restrictions on its H20 AI chips to China, expected to restore sales in the Chinese market, indirectly boosting FPGA demand in AI acceleration Reuters[https://www.reuters.com/].
- AMD (Xilinx)
- Main Business: Provides high-end FPGAs and Adaptive Compute Acceleration Platforms (ACAP) under the Xilinx brand, applied in data centers, telecommunications, AI, and aerospace.
- Profit Model: Hardware sales (Versal, Virtex series), development tools (Vitis), and IP licensing.
- Recent Economic Behavior: Increased investment in AI chips and FPGA R&D, collaborating with Samsung to expand 5G infrastructure applications, with significant growth in data center business in Q1 2025 GlobeNewswire[https://www.globenewswire.com/].
- Stock Changes: Stock price increased by approximately 4% on July 12, closing today at about $178/share, with a year-to-date increase of approximately 20%, and a market capitalization of approximately $287 billion Yahoo Finance[https://finance.yahoo.com/].
- Recent News: Versal series FPGAs integrated into Samsung’s 5G infrastructure, enhancing network flexibility GlobeNewswire[https://www.globenewswire.com/].
- Lattice Semiconductor
- Main Business: Focuses on low-power, small-sized FPGAs, applied in IoT, automotive, industrial automation, and embedded vision.
- Profit Model: FPGA hardware sales, design software (Radiant), and IP licensing.
- Recent Economic Behavior: Launching the Avant series in 2024, optimizing the Certus-NX series in 2025, targeting edge AI and industrial automation.
- Stock Changes: Stock price increased by approximately 15% in 2025, closing today at about $59/share, with a market capitalization of approximately $8.2 billion Yahoo Finance[https://finance.yahoo.com/].
- Recent News: Today, Lattice released new high I/O density devices in the Certus-NX and MachXO5-NX series, optimizing edge AI and security system applications Lattice Semiconductor[https://www.latticesemi.com/].
- Altera
- Main Business: Provides high-performance FPGAs, applied in data centers, AI acceleration, telecommunications, and high-bandwidth connectivity.
- Profit Model: FPGA hardware sales, development tools (Quartus), and cloud acceleration solutions.
- Recent Economic Behavior: Accelerating market expansion after becoming independent on July 11, collaborating with North American cloud service providers to layout data center and AI acceleration.
- Stock Changes: Not yet publicly listed, with a market valuation of approximately $17 billion, potential IPO in the future EE Times[https://www.eetimes.com/].
- Recent News: Agilex 9 series FPGAs certified by North American cloud service providers, expanding data center applications EE Times[https://www.eetimes.com/].
- Anlogic
- Main Business: Provides low to mid-end FPGAs, applied in industrial control, communications, consumer electronics, and automotive electronics.
- Profit Model: FPGA chip sales and customized solutions.
- Recent Economic Behavior: Increased investment in automotive electronics and industrial control markets, receiving multiple domestic orders in 2025.
- Stock Changes: Not publicly listed, expected to see continued revenue growth in 2025, supported by Chinese semiconductor policies.
- Recent News: Received orders for new energy vehicles, with its 28nm FPGA used in smart driving assistance systems The Volt Post[https://thevoltpost.com/].
- Pango Micro
- Main Business: Provides 28nm FPGAs, focusing on 5G communications, industrial automation, and smart manufacturing.
- Profit Model: Chip sales and industry customized design services.
- Recent Economic Behavior: Accelerating FPGA deployment for 5G base stations, with validation through multiple communication equipment manufacturers in 2025.
- Stock Changes: Not publicly listed, with its parent company, Unisoc, supported by major funds, ensuring financial stability.
- Recent News: 28nm FPGA products validated for 5G base stations, with plans for mass production in the fourth quarter of 2025 The Volt Post[https://thevoltpost.com/].
- Gowin Semiconductor
- Main Business: Provides low-power, small-sized FPGAs, applied in consumer electronics, smart home, and automotive electronics.
- Profit Model: FPGA chip sales and development tool support.
- Recent Economic Behavior: Expanding in consumer electronics and smart home sectors, with new customer orders expected to boost market share in 2025.
- Stock Changes: Not publicly listed, with an expanding distribution network in the Asia-Pacific market supporting revenue growth.
- Recent News: GW1N series FPGAs adopted by smart home device manufacturers, optimizing voice control and sensor fusion The Volt Post[https://thevoltpost.com/].
- Achronix Semiconductor (Strong New Entrant)
- Main Business: Provides high-performance FPGAs (Speedster7t series) and embedded FPGA (eFPGA) IP, applied in AI acceleration, 5G, and data centers.
- Profit Model: FPGA hardware sales, eFPGA IP licensing, and customized solutions.
- Recent Economic Behavior: Investing in 7nm process FPGAs, launching voice recognition acceleration solutions in collaboration with Myrtle.ai in 2023, and expanding into 5G and AI markets in 2025.
- Stock Changes: Private company, canceled SPAC listing plans in 2021, supporting expansion through private financing.
- Recent News: Today, partnered with a European telecom equipment manufacturer to optimize 5G network solutions The Volt Post[https://thevoltpost.com/].
- Efinix (Strong New Entrant)
- Main Business: Provides low-power, high-performance FPGAs (Titanium and Trion series), applied in edge AI, industrial, and consumer electronics.
- Profit Model: Chip sales, IP licensing, and development tools (Efinity).
- Recent Economic Behavior: Expanding into edge AI and industrial markets through the Titanium series, with new customer orders expected in Asia in 2025.
- Stock Changes: Private company, relying on venture capital to support R&D and market expansion.
- Recent News: Launched new products in the Titanium series, optimized for edge AI and industrial automation, gaining new customers in the Asian market The Volt Post[https://thevoltpost.com/].
- QuickLogic (Strong New Entrant)
- Main Business: Provides ultra-low-power FPGAs (PolarPro series) and embedded FPGA IP, applied in IoT, consumer electronics, and defense.
- Profit Model: Chip sales, IP licensing, and open-source development platform support.
- Recent Economic Behavior: Growth in IoT and defense sectors, attracting new customers through open-source tools and low-power FPGAs in 2025.
- Stock Changes: Stock price increased by approximately 10% in 2025, closing today at about $8/share, with a market capitalization of approximately $120 million Yahoo Finance[https://finance.yahoo.com/].
- Recent News: PolarPro 3 SRAM-based FPGAs received new design orders in IoT devices The Volt Post[https://thevoltpost.com/].
Government Policy Changes
- China: China supports semiconductor self-sufficiency through the “Made in China 2025” plan and the third phase of the National Integrated Circuit Industry Investment Fund. The $40 billion additional investment from the major fund will continue to provide R&D support for Anlogic, Pango Micro, and Gowin Semiconductor Reuters[https://www.reuters.com/].
- United States: NVIDIA confirmed that the U.S. government has relaxed sales restrictions on its H20 AI chips to China, with the Trump administration issuing sales licenses, potentially increasing China’s demand for FPGAs Reuters[https://www.reuters.com/].
Application Case Focus
Gowin Semiconductor in Smart Home Applications: Gowin’s GW1N series FPGAs are used by a Chinese smart home device manufacturer for voice control and sensor fusion. This FPGA achieves low-power voice recognition and multi-sensor data integration through efficient parallel processing, reducing power consumption by 25% compared to traditional MCUs, enhancing device response speed and user experience The Volt Post[https://thevoltpost.com/].
R&D Achievements and Technical Progress
- United States: AMD (Xilinx) optimized the Versal architecture, launching 7nm process development tools to enhance AI inference and real-time data processing performance GlobeNewswire[https://www.globenewswire.com/].
- Europe: Lattice Semiconductor collaborated with German research institutes to develop ultra-low-power FPGA architectures for the Nexus platform, optimizing power and performance balance for edge AI devices Lattice Semiconductor[https://www.latticesemi.com/].
- China: Anlogic launched a 28nm automotive electronics FPGA at its Shanghai R&D center, optimizing low power consumption and high reliability. Pango Micro improved signal processing efficiency and data throughput in 5G communication FPGA architectures The Volt Post[https://thevoltpost.com/].
Conclusion
Today’s FPGA industry dynamics show that fields such as AI, 5G, and smart homes continue to drive market growth. The new product launches from Lattice and Altera, Achronix’s 5G collaborations, and orders from Chinese companies in automotive and consumer electronics inject new vitality into the market. China is enhancing its competitiveness in the low to mid-end market, while North America and Europe maintain leadership in the high-end market. Stay tuned to the “Logic Chip Workshop” for more industry insights!