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1、OverweightChineseFPGAsubstitutes：alongandtoughjourneybutnotmissionimpossible(Maintained)TMT07/11/2019FPGAisasegmentoftheIntegratedCircuit(IC)marketthatfacesapredicamentinChina.TheAnalystglobalFPGAmarketamountstoUS6.3billionandisinthestableduopolyofXilinxandAlter
2、a.ZhangYidongAccordingtoWSTS,theglobalICmarketreachedUS$468.8billionin2018,whiletheglobalzhangyd@xyzq.com.cnFPGAmarketwasaroundUS$6.3billionormerely1.34%oftheICmarket.XilinxandAlteratakeSFC:BIS749up87%oftheFPGAmarketandmaintaintheirduopolypositionwithtechnology,
3、patent,andSAC:S0190510110012humanresourcebarriers.TheChineseFPGAmarketamountstoroughlyRMB10billion,andonly4%ofitistakenupbydomesticmanufacturersastheyarelaggingintermsoftechnologyandContactproducts.InthecontextofChina-USconflicts,FPGAisastrategicallyimportantmar
4、ketthaturgentlydemandsdomesticsubstitution.LUOYiyangluoyiyang@xyzq.com.cn5GandAIcatalyzemarketgrowth,andthedownstreamdemandistakingoffin2019.FPGA’sSAC:S0190119030017downstreamapplicationscenariosaredispersed,mainlyincludingcommunications(40%),consumerelectronics
5、(23%),automotive(16%),datacenters(8%)andindustry(13%).WebelievethatFPGAmarket’sdownstreamdemandgrowthfacestwomajorcatalystsin2019.(1)5GCommunication:intheglobaltransitionfrom4Gto5G,relatedchipslikebasebandandRFexpectmultipleoptimizationsanditerations,MassiveMIMO
6、’stransceiverchannelsdoubles,andthedemandforsignalparallelprocessingsurges.Weexpectthatintheearlystageof5Gapplication,FPGAwillriseinbothvolumeandpricealongsidethebasestationconstructionprocess.(2)ArtificialIntelligence:withAItechnologymaturing,FPGAshowsgreatpote
7、ntialinAIacceleratorcardandautomaticdrivingduetoitsflexibilityandhigh-speedcomputingpower.AccordingtoSemicoResearch,theAIsubsegmentofFPGAmarketisexpectedtogrowataCAGRof38.4%toUS$5.2billionin2023.ConsideringthecurrentFPGAmarketscaleofUS$6.3billion,applicationsint
8、heAIindustryappeartobeimportantdrivers.Domesticsubstitutionisaninvestmenthighlight.With5G,AI,anddomesticsubstitution,domesticmanufacturersareonthehighwaytogrowth.Theg
