Behind their substantial growth, there are some semiconductor development trends.
Editor’s note: This article is from the micro-channel public number “Semiconductor Industry observers” (ID: icbank), Author: Jiang Siying.
According to the list of global semiconductor gains released by Founder Securities, Lattice, Cree, and NVIDIA are among the top three gainers in 2020, and their gains have exceeded 100% this year. Behind their substantial growth, there are some semiconductor development trends.
(Source: Founder Securities Chen Hang)
Lattice, which has a market value of only US$6.2 billion, has risen by 693% in three years
From the list released by Founder Securities, Lattice ranked first in the global semiconductor growth list in 2020 with an increase of 139%. If the timeline is stretched longer, Lattice’s performance is even more amazing-in the three years from 2018 to 2020, Lattice has achieved an increase of 693%, and the market value of this achievement is only 62. Billion dollar “small” company.
Why did Lattice rise so much?
From the perspective of Lattice’s field, Lattice is a role that cannot be underestimated in the FPGA field except for Altera (later acquired by Intel) and Xilinx. Lattice, which focuses on the low-power, small-package market, has a strong appeal in the medium and low-capacity FPGA market, which has also established their position as the third largest FPGA supplier in the world.
As a member of the FPGA field, Lattice’s development is inseparable from the overall impact of the market environment. According to data from relevant research institutions, in 2018, the three major scenarios of communications, automobiles, and consumer electronics accounted for more than 80% of the total global demand for FPGA chips, and the market size is still expanding. Among them, China’s FPGA application market is dominated by communications and consumer electronics.
Communications and Computing, Industrial and Automotive, Consumer