Xilinx, Inc. (XLNX) is expanding the end markets they sell their FPGAs into by developing midtier parts for comm infrastructure and integrating embedded processors into their circuits, says Ian Ing, Vice President and Senior Analyst at Lazard Capital Markets.
“Xilinx sells parts called FPGAs, and these are broadly exposed into a lot of different end markets…number one, they’ve developed sort of midtier parts that go into a lot of comm infrastructure. Midtier parts do really well in things like wireless base station radio cards, because they have lower cost, low power and good-enough performance, and that’s attractive for the applications right now,” Ing said.
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XLNX has also expanded the market for FPGAs by integrating embedded processors, allowing Xilinx to enter a $10 billion market, Ing says.
“They integrated what are called embedded processors, so you’ve got ARM processors in these parts now. And really, you are targeting a whole new class of designers, which is the software developers being able to use these parts. So I think it is very interesting how they really just got into an additional $10 billion TAM with embedded processors,” Ing said.
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