According to mrfr statistics, the global FPGA market scale in 2018 was about US $6 billion. With the gradual application of AI + 5g, the FPGA market scale is expected to reach US $12.5 billion in 2025, with an annual compound growth rate of 10.22%. In the Asia Pacific region, especially in China, with the spread of emerging infrastructure applications, the compound growth rate of FPGA is expected to be higher than that in other regions and become an important incremental market.
Compared with nearly 1700 IC design enterprises in the Chinese market, there are very few domestic FPGA manufacturers. In fact, it is not the meager profit of FPGA products, but the insurmountable technical obstacles. To succeed, FPGA industry needs to build a complete ecosystem. FPGA chips, EDA tools and IP libraries are indispensable. Only by building a perfect ecosystem can we provide users with more comprehensive design resources, so as to highlight the advantages of the system and quickly adapt to the changes of various market applications.
From the perspective of investment, the investment cycle of FPGA products is very long. It takes about seven years for a generation of products from R & D to mass production. Generally, when entering a new industry, it is necessary to achieve the third-generation products before they can catch up with the normal level of the industry. According to the calculation of two-year generation, the total investment cycle exceeds 10 years. It is difficult for venture capital companies to wait for such a long time without seeking any return.
Although the domestic FPGA market has been blocked many times, under the vigorous promotion of policies, new FPGA companies have emerged one after another. From Jingwei Yage and Ziguang Guoxin to Gaoyun semiconductor, Anlu technology and AGM, they have realized the accumulation of original technology in all links of R & D, design and production, and launched cost-effective FPGA products and high-performance FPGA products. Although there is still a big gap between domestic FPGA manufacturers and Xilinx and Intel, we can see the determination of these domestic FPGA companies.
China’s vigorous development of FPGA is the general trend. While building medium and low-end products, domestic FPGA manufacturers should also develop high-end products and build a complete product line of high, medium and low-end products to meet the needs of domestic FPGA application end in an all-round way. From the current situation, the chips and software of domestic FPGA manufacturers are very scattered. Users need to learn different system platforms for each new FPGA, which will not only increase the burden of customers, but also waste overall resources. FGPA manufacturers should not only strive to catch up with foreign giants, but also face the pressure of internal competition, which is not conducive to the development of domestic FPGA industry chain.
With regard to FPGA chip design, the domestic FPGA industry chain should also “focus on doing big things”. There should not be too many companies designing chips, otherwise it will cause a waste of resources. Only when more design companies focus on the application of domestic FPGA chips can domestic FPGA products have the opportunity to iterate, realize performance upgrading and narrow the gap with international giants.