The latest revenue ranking of the world's top ten IC design vendors released
According to the latest statistics of TrendForce's TrendForce Research Institute of Industry, the top ten IC design companies in the world in the third quarter of 2020 have released their revenue rankings. Benefited from the release of the new iPhone 12 series by Apple and its popularity in the consumer market, the demand for Qualcomm's 5G Modem and radio frequency chips has risen sharply. In the third quarter, revenue once again surpassed Broadcom and became the number one in the world.
Despite the delay in the release of Apple’s new machine, Qualcomm has returned to Apple’s supply chain this year, coupled with the end customers actively pulling goods due to the epidemic, and 5G RF component products have gradually begun to contribute to revenue, so Qualcomm’s revenue of 4.967 billion US dollars, annual growth 37.6% regained the first place.
Broadcom ranked second with revenue of US$4.626 billion in the third quarter, with an annual growth rate of 3.1%. It has escaped from six consecutive quarters of annual recession, mainly due to increased demand for applications in the cloud, wireless, and Netcom. Broadcom is also One of the chip suppliers of Apple's new machine, thus offsetting the impact of Sino-US trade friction.
The third place NVIDIA's revenue continued to receive attention from Netcom chip maker Mellanox, with an annual growth rate of 55.7%, which once again ranked first. AMD (AMD) has achieved good results in the notebook, desktop, data center and home game console markets, pushing its revenue to 2.801 billion US dollars, with an annual growth rate of 55.5% following Nvidia.
Xilinx and Dialog were the only two companies that experienced a decline in the third quarter. The former was still affected by the Sino-US trade friction, and the revenue of the Netcom sector declined by 37% annually, which dragged down its overall revenue performance. . Dairyge Semiconductor's customized mixed-signal product line performed poorly, with a 19.6% annual decline in the sector, resulting in overall third-quarter revenue of only US$386 million.
The overall performance of Taiwanese IC design companies is still outstanding. It is worth mentioning that Realtek and Novatek have benefited from their customers’ active sourcing, and their annual revenue growth has exceeded At 40%, both surpassed Marvell and won the seventh and eighth places respectively. Among them, Realtek is more closely following Xilinx, and the revenue gap between the two parties is about 7 million U.S. dollars.
On the whole, despite the Sino-US trade friction and the impact of the epidemic, remote office and teaching continue to drive demand for data centers, Netcom, laptops and other products. In addition, terminal system customers are also concerned about the disconnection problem again, so they are still active Pull goods.
Looking forward to 2021, analyst Yao Jiayang believes that there are variables in Sino-US trade frictions and the development of the epidemic, coupled with the serious shortage of global wafer capacity supply, IC design industry is bound to increase prices moderately to ensure the normal supply of upstream wafer capacity. Looking at it, it is expected that the global IC design industry will continue to grow next year.