Sudden rise! FPGA delivery date "peaked", and the demand for automobiles, data centers, and industries soared
Time:2022-11-26
Views:1484
Introduction: FPGA, which is called Field Programmable Gate Array in Chinese, is a kind of logic chip. The logic chip also includes CPU, GPU, DSP and other general-purpose processor chips, as well as ASIC. With the increase of 5G penetration rate, the promotion of AI intelligence and the continuous evolution of automobile intelligence, the FPGA chip market has a strong demand in recent years.
A few days ago, AMD said in a sudden price increase letter that except for the Versal series, Xilinx series FPGA products will be adjusted to 8% and Spartan 6 series will be increased to 25%, with the effective date starting from January 9, 2023.
As we all know, Xilinx is the main market leader in FPGA field. At the beginning of this year, AMD formally completed the acquisition of Xilinx, which was the largest acquisition in the semiconductor industry, with a transaction value of nearly 40 billion dollars. Today, AMD product line covers CPU, GPU, FPGA, adaptive SoC and deep software expertise.
Source: Network
This is after Bosch and Intel, AMD raised the price again in FPGA field. The Xilinx series price raising products offered by AMD this time include UltraScale series, UltraScale (20nm), Series 7 (28nm), Spartan-6 (45nm) and the remaining Xilinx mature node products.
In the letter, AMD said that the delivery cycle of the product line with increased prices was basically maintained within 20 weeks.
It is not difficult to find that digital transformation is becoming the long-term demand driver of the industry, and the demand for logic devices is growing day by day. WSTS forecasts that chip demand will continue to grow strongly, and chip products of most major categories will show higher year-on-year growth. Among them, logic chips increased by 20.8%. It is estimated that the market size of logic chips will reach 200 billion dollars in 2023, accounting for about 30% of the global semiconductor market.
Among them, FPGA is one of the main components of logic chips, and its market trend is similar to MCU. The head of an FPGA chip company said that they did feel the weak demand for consumer electronics, but the demand in other areas was good. "With the improvement of 5G technology, the promotion of AI and the evolution of the trend of automotive automation, the demand for FPGA chips in the global automotive, data center and industrial fields is growing clearly."
Global FPGA chip market size
Source: Frost&Sullivan
According to Frost&Sullivan data, the scale of the global FPGA chip industry in 2021 will be about 6.86 billion US dollars, up 12.8% year on year. With the deployment of new generation communication equipment in the world and the continuous growth of demand in emerging markets such as artificial intelligence and automatic driving technology, the size of FPGA market is expected to continue to increase, and the market size is expected to reach 12.58 billion dollars by 2025.
In view of the current FPGA market trend, according to the previous research data of Susquehanna Financial Group, the delivery time of FPGA products has reached the maximum within the upper limit of 52 weeks, and may be the most restricted part of the ecosystem. It can also be seen from arrow‘s market trend report that the FPGA product delivery date reached 45-65 weeks, which is at a historical high.
Delivery date and price trend of programming logic devices
Source: Arrow Q3 market report in 2022
Previously, some interior manufacturers said that they would place an order with us now. The delivery time of ordinary customers is more than half a year, while the delivery time of materials in short supply is longer.
To sum up, the overall market has declined to a certain extent, but the automotive sector continues to grow. The industrial control and automotive chip markets have not been affected by the weakening consumer demand.
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