Recently, AMD sent an internal letter to supply chain customers, announcing that it will increase the price of FPGA products under its Xilinx brand. In terms of price increases, the lowest is 8% and the highest is 25%. Currently, the news has been confirmed by AMD authorized distributors.

According to AMD's price increase letter, starting from January 9, 2023, the price of the Spartan 6 series will increase by 25%, the price of the Versal series will remain unchanged, and all other Xilinx products will increase by 8%. 

At the same time, AMD has also made adjustments in terms of delivery. The specific delivery date is changed to 20 weeks for the 16nm UltraScale+ series, 20nm UltraScale series, and 28nm 7 series FPGA products, but it is expected to be Q2 or Q3 in 2023; the 45nm Spartan 6 series maintains the current state, and the 7nm Versal series and other products maintain standard lead times.

Previously, Intel's price increase was 20% for older series, including Arria II, Cyclone Cyclone II, Cyclone III, MAX II, Stratix III, Stratix IV, Stratix V, EPCQ-A, etc.; newer series The price is increased by 10%. These series are mainly Arria V, Arria 10, Cyclone IV, Cyclone V, Cyclone 10, MAX V, MAX 10, eASIC, etc.

From a market perspective, both AMD and Intel's announcement of price increases will have a relatively large impact on downstream terminal manufacturers. At present, the oligopoly in the FPGA market is obvious. According to the statistics of the research institution Market Research Future (MRFR), 83% of the global FPGA market share in 2020 is in the hands of AMD (then Xilinx) and Intel, of which Xilinx China's market share is about 50%, and Intel's market share is about 33%. If the combined 13% market share of Lattice and MicroChip is added, the market share of the four international giants exceeds 96%.

In the domestic FPGA market, although some domestic FPGA manufacturers have emerged in recent years, the national giants still dominate the market. Relevant statistics show that in the domestic FPGA market in 2020, AMD (then Xilinx) accounted for 36.6%, Intel accounted for 25.3%, Lattice accounted for 23.2%, and MicroChip accounted for 14.9% of the others. leading position.

Therefore, purely from the perspective of market share, the price increases of AMD and Intel will bring great cost pressure to equipment manufacturers.

At the same time, in the high-end FPGA market, except for AMD's Versal series, other high-end FPGAs have basically increased in price, and there are no other alternatives in the market. Of course, the price of AMD’s Versal series has always been relatively expensive in the FPGA market, basically tens of thousands of yuan, some of which can reach tens of thousands or hundreds of thousands of yuan, and the supply is also tight. Distributors The platform shows that the production cycle of these devices is 52 weeks.

Let’s talk about other high-end FPGAs. At present, the latest progress of domestic FPGA manufacturers on the 28nm node is basically small batch mass production, and the products are mainly aimed at the low-end market and low-power market of the 28nm process. Most of them are FPGAs with a gate level of about 10 million. , It is difficult to have an impact on the mid-to-high-end products of the two major companies.

28nm is a threshold for domestic FPGAs. For the market leader AMD, some of its 28nm products have been launched for more than 10 years, and there were even rumors of discontinuation of production. However, after AMD completed its acquisition of Xilinx, the company extended the life cycle of the 7 series products, including Spartan-7, Artix-7 FPGA, Zynq-7000 SoC, Kintex-7 and Virtex-7 FPGA, and will at least Extended to 2035. This has led to the fact that domestic cutting-edge FPGA products must compete with such mature products if they want to occupy the market, which is a huge challenge. Therefore, this has led to cutting-edge FPGA markets such as 5G, artificial intelligence, big data, and autonomous driving, which can only "swallow their breath" for price increases, because most devices are irreplaceable.