Intel announces that Altera will operate independently, and the $55 billion FPGA market is facing another change

On March 1, 2024, Intel announced the establishment of a new independently operated FPGA company - Altera. Altera, which operates independently, plans to conduct a public offering (IPO) within the next 2-3 years.

Previously Sandra Rivera, general manager of Intel’s Data Center and Artificial Intelligence (DCAI) Group, served as CEO of the independently operated Altera company.

Intel acquired Altera for US$16.7 billion in June 2015. Altera was the world's second largest FPGA company when it was acquired. Nine years later, Intel decided to let the FPGA business operate independently and once again used Altera as the company name. A taste that brings Altera back to life.

Regarding the independent operation of Altera, Arrow CEO Sean Kerins said, "Altera has a good reputation for FPGA innovation, is well-known in the market, and everyone is familiar with it. Thinking about Intel will continue to use various Supporting Altera in this way is simply the best of both worlds for our mutual customers."

A standalone Altera will play a vital role in the entire FPGA industry and will bring new changes.

After being acquired by Intel, Altera FPGA focused on high-performance data and cloud computing, which gave mid- to low-end FPGA companies greater room for survival. After announcing independent operations, Altera set its sights on With the emergence of the embedded and low-cost markets, the changes that may be brought to the mid- to low-end FPGA market are worthy of attention.

"We estimate that the cumulative potential market for FPGAs will exceed US$55 billion in the next five years." Sandra is also very clear about Altera's development plan, "During this transition period, our top priority is to maintain cooperation with customers and Business continuity between partners."

To maintain the continuity of cooperation with customers, product continuity and a product portfolio covering high, middle and low-end are also very important. Altera Three series of products have been launched and 1 series will be launched soon, including:

Agilex 9 is now in mass production. It provides industry-leading data converters for applications requiring high-bandwidth mixed-signal FPGAs.

Agilex 7 F-Series and I-Series are now in production. This series of products can provide twice the performance per watt ratio and is designed for high-bandwidth computing applications such as data centers and networks.

Agilex 5 is now widely available. As the industry's first FPGA with embedded AI modules, it delivers leading performance for embedded edge applications with up to 1.6x performance improvement per watt.

Agilex 3 is coming soon. It will provide a leading, low-power FPGA family for low-complexity functions in cloud computing, communications and intelligent edge applications.

#Agilex 5, as an FPGA embedded with AI modules, is not only a product that continues cooperation with customers, but also a leading product that opens up the AI ​​market.

" When we built Agilex 5, we always kept in mind customer feedback that there was a lack of low-power mid-range FPGAs in the FPGA industry." Shares Shannon Poulin, chief operating officer of Altera, "We are doing our best to reduce power consumption. , optimized the process, adopted additional power gating methods in the logic structure and IP, and strived to provide an excellent energy-saving mid-range FPGA."

Leifeng.com learned that equipment running Agilex 5 The more, the higher the operating frequency, the more competitive the series becomes in the mid-range FPGA market.

While seizing customers’ pain points to create differentiation, Agilex 5 is also being pushed to customers at a faster pace. The first batch of development boards based on Agilex5 are now available for order.

"The Agilex 5 early access program is a rare large-scale program in the history of PSG and Altera. Hundreds of customers are already using our software and hardware." Shannon said, "In about a month, we will Fully open to all customers."

In fact, Agilex5's differentiated competition is not only reflected in solving customers' pain points for mid-range FPGAs, but also in the value of AI.

"AI is becoming more common, which will continue to drive the adoption of FPGAs, mainly in AI inference and embedded applications that generate large amounts of data." Sandra said, "More than 75% of customers said they plan to Deploying FPGAs in its AI solutions within the next 3-5 years."

In other words, the success of Agilex5 will mean Altera's advantages in the AI ​​era.

Agilex 3 may be a product that changes the competitive landscape of the market, because Altera has refocused its attention on the embedded market, which has the largest demand. Altera has not paid attention to this market for a long time, and now it has launched a new product. may disrupt this market.

In any case, Altera's independent operation, just like Intel's acquisition of Altera, will bring new changes to the FPGA market, and Leifeng.com will continue to pay attention.

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