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keyword:CY Yao18 result(s)

Press Releases
Global Cryptocurrency Mining Craze Becomes Key to Nvidia Overtaking Broadcom in Revenue for 1Q21, Says TrendForce

2021/06/10

Semiconductors

While foundry capacities remained tight, prompting IC design companies to compete over limited foundry capacities in order to fulfill rising demand for various end devices, the top 10 IC designe (fabless) companies posted remarkable revenues in 1Q21, according to TrendForce’s latest investigations In particular, thanks to the global mining craze brought about by the cryptocurrency market, Nvidia was able to surpass Broadcom in revenue and take the second spot among the top 10 On the other hand, fifth-ranked AMD scored a staggering YoY growth of 929%, which is the highest % increase on the top 10 list Market leader Qualcomm saw growths in its smartphone, RF front end, IoT, and automotive departments in 1Q21, during which it posted a revenue of US$628 billion, a 532% increase YoY, placing Qualcomm firmly in the number one spot Coming in second place is Nvidia, which overtook Broadcom with $517 billion in revenue Nvidia’s revenue performance can primarily be attributed to massive gaming graphics card demand generated by the cryptocurrency market and the stay-at-home economy In addition, Nvidia’s Cloud & Data Center business also saw positive growths in 1Q21, thereby contributing to its revenue for the quarter as well Broadcom, ranked third on the top 10 list, posted a $449 billion revenue in 1Q21 Broadcom’s performance took place on the back of the bullish broadband telecom market, with growths in passive fiber optics and wired networking for data transmission AMD, on the other hand, continued to benefit from the stay-at-home economy and other such market demands, in addition to its growing foothold in the server market The company experienced increasing market shares and led its competitors with an impressive 929% YoY increase in revenue, the highest on the top 10 list It should be pointed out that the extreme volatility of the cryptocurrency market, as well as the strict surveillance policies imposed on cryptocurrency trading by several countries, may introduce uncertainties in the future of gaming graphics card revenue for both Nvidia and AMD Regarding the performance of Taiwanese IC design companies, MediaTek’s smartphone business unit registered a remarkable 149% YoY growth in revenue mainly on account of high demand from Chinese smartphone brands, which were particularly aggressive in seizing Huawei’s former market share Furthermore, as Qualcomm’s recent performance in the entry-level and mid-range smartphone markets remained relatively lackluster, MediaTek therefore aimed to fulfill demand from its smartphone clients as its chief goal on a macro level As a result, MediaTek’s revenue for 1Q21 reached about $381 billion, an 884% YoY increase, placing the company in the fourth spot Novatek derived its performance from high component demand from manufacturers of IT products, TVs, and smartphones In view of the current shortage of foundry capacity and rising prices of foundry services, Novatek has been able to maintain a stable supply of components via increased prices due to its longstanding, stable, and flexible strategic relationships with Taiwanese foundries (UMC, VIS, and TSMC), China-based Nexchip, and Korea-based Samsung LSI Hence, Novatek leapfrogged both Marvell and Xilinx for the sixth place while increasing its revenue for 1Q21 by 594% YoY On the whole, the second wave of the COVID-19 pandemic in India, which has resulted in decreased production targets for Chinese smartphone brands, is not expected to drastically affect IC design companies’ component demand in 3Q21 because of the following factors: First, price hikes of foundry services have already been reflected in chip prices; secondly, market demand for devices remains high; and finally, Chinese smartphone brands still need to maintain a safe level component inventory, as they have yet to resolve the discrepancies among their various materials’ sufficiency levels Incidentally, although some expect that the recent spread of COVID-19 among KYEC employees may impact the procurement activities of IC designers that are part of KYEC’s clientele, TrendForce’s investigations of financial reports from various companies in April and May indicate that infections in KYEC facilities will unlikely result in major impacts on the revenues of IC designers in 2Q21 For more information on reports and market data from TrendForce’s Department of Semiconductor Research, please click here, or email Ms Latte Chung from the Sales Department at lattechung@trendforcecom For additional insights from TrendForce analysts on the latest tech industry news, trends, and forecasts, please visit our blog at https://insidertrendforcecom/

Press Releases
New iPhone Models Become Key to Qualcomm’s Top Spot in 3Q20 Revenue Ranking of Global Top 10 IC Design (Fabless) Companies, Says TrendForce

2020/12/18

Semiconductors

Apple’s release of the iPhone 12, which has been popular in the consumer markets, led to soaring demand for Qualcomm’s 5G modems and RF chips, in turn propelling Qualcomm’s revenues past that of its rival Broadcom once again to clinch the number one spot in the revenue ranking of global top 10 IC design (fabless) companies for 3Q20, according to TrendForce’s latest investigations With US$4967 billion in quarterly revenue, a 376% YoY increase, Qualcomm retook the first spot on the top 10 list despite the delayed release of the iPhone 12 Qualcomm’s remarkable performance is attributed to the following: First, Qualcomm returned to Apple’s supply chain earlier this year; second, its OEM clients had been aggressively procuring components due to the COVID-19 pandemic; and finally, 5G RF components gradually began contributing to Qualcomm’s revenue Second-ranked Broadcom recovered from its YoY revenue declines, which had lasted for six consecutive quarters, and registered $4626 billion in quarterly revenue in 3Q20, a 31% increase YoY, primarily due to the increased demand for cloud, wireless, and networking products In addition, being a chip supplier for the iPhone 12 allowed Broadcom to largely shrug off the impact of the China-US trade war Third-ranked Nvidia’s revenues for 3Q20 increased by 557% YoY, the highest % growth on the top 10 list, on the back of Mellanox’s networking chips On the other hand, AMD scored wins in the notebook, desktop, data center, and gaming console markets The company’s quarterly revenue reached $2801 billion, a 555% increase YoY, which is the second-highest % growth behind that of Nvidia Taiwanese fabless companies performed competently on the whole Worth noting is the fact that both Realtek and Novatek benefitted from their clients’ aggressive procurement activities and increased their quarterly revenues by more than 40% YoY Realtek and Novatek took seventh and eighth spots on the top 10 list, respectively, both surpassing Marvell In particular, Realtek trailed closely behind Xilinx in quarterly revenue by only about $7 million Conversely, Xilinx and Dialog remained the only two fabless companies to see declining revenues in 3Q20, as the former suffered the impact of the China-US trade war, which lowered the revenue from its networking and communication by 37% YoY, thereby dampening Xilinx’s overall performance Likewise, Dialog posted subpar performances with its custom mixed-signal products, the revenue from which decreased by 196% YoY, leading to an overall weak third quarter for the company as a whole, with a quarterly revenue of merely $386 million Despite the effect that the trade war and the pandemic had on the industry, demand for data center, networking, and notebook products rose on account of WFH and distance education applications Furthermore, concerns about potential supply chain disruptions compelled OEM clients to aggressively procure components Looking ahead to 2021, TrendForce analyst CY Yao believes that fabless companies will raise their prices to ensure a sufficient supply of upstream foundry capacities, in light of the extreme capacity shortage across the foundry industry, as well as future uncertainties with the trade war and the pandemic For the most part, the global fabless revenue is expected to maintain an upward trajectory next year

Press Releases
Automotive IC Revenue to Reach US$21 Billion in 2021, with IDMs Likely to Benefit Ahead of Time, Says TrendForce

2020/12/11

Semiconductors

As consumer market demand gradually recovers, global automobile shipment is expected to reach 835 million units in 2021, according to TrendForce’s latest investigations As well, component procurement activities from major automakers and tier 1 suppliers have generated an increase in automotive semiconductor demand in 4Q20 Global automotive IC revenue is expected to reach US$1867 billion in 2020 and $21 billion in 2021, a 125% increase YoY TrendForce analyst CY Yao indicates that the automotive IC industry has been impacted by the China-US trade war and the COVID-19 pandemic this year On the supply side, factories worldwide were forced to suspend operations due to the pandemic in early 2020, while on the demand side, anti-pandemic measures such as stay-at-home orders have massively lowered the general public’s purchasing demand for vehicles In addition, supply chain disruptions also forced automakers worldwide to push back the release of new models, further damaging the automotive market Nevertheless, despite the severe challenges facing the automotive market, major automotive semiconductor companies are still actively undertaking R&D activities and expanding in the automotive IC market, primarily because of the relatively long certification time required for newly developed automotive ICs Furthermore, various automakers each need to meet their own respective certification standards Any semiconductor company that enters the market ahead of its competitors therefore stands a better chance at becoming part of the supply chain for new car models to be released after 2023 Some examples of these preemptive efforts include the partnership between NXP and TSMC to develop 5nm automotive processors, as well as automotive microcontrollers developed jointly by STMicroelectronics and Bosch Likewise, after Infineon acquired Cypress, Cypress’ NOR Flash and MCU product portfolios enhanced the comprehensiveness of Infineon’s automotive solutions On the whole, V2X, ADAS, self-driving cars, and EVs have become not only inevitable trends of automotive development, but also key growth drivers of automotive semiconductors Whether companies can succeed in the automotive market will depend on their pace of advanced process adoption and their control over production capacities for automotive power semiconductors TrendForce further indicates that, as the semiconductor industry is constrained by the shortage of foundry capacities, which is unlikely to be resolved in the short run, the automotive semiconductor market is expected to face a similar shortage as well Therefore, IDMs with in-house wafer fabs will have a competitive advantage in the industry going forward

Press Releases
AMD Set to Become Fourth Largest IC Design Company After Xilinx Acquisition, Says TrendForce

2020/10/28

Semiconductors

On October 27, AMD announced that it had reached an agreement with leading FPGA manufacturer Xilinx to acquire the latter for US$35 billion Should the acquisition proceed as planned, AMD will greatly increase its influence across industries such as 5G, data center, ADAS (advanced driver-assistance systems), and industrial automation, in turn overtaking MediaTek in revenue and becoming the fourth largest IC design company behind third-place Nvidia, according to TrendForce’s latest investigations Furthermore, as AMD and Xilinx are both major clients of TSMC, AMD will command increased leverage when negotiating for TSMC’s foundry services following the Xilinx acquisition Thanks to their strategic approach to acquisitions and vertical integrations, Intel and Nvidia have traditionally performed well in AI, 5G infrastructure, ADAS, and industrial automation Although AMD falls short in these industries in comparison with Intel and Nvidia, it is quickly catching up by continuing to strengthen its CPU and GPU development and its partnership with TSMC In light of Intel’s current setbacks in 7nm advanced process development, AMD’s competitiveness in the aforementioned industries is taking a turn for the better On the whole, AMD lags behind Intel and Nvidia with regards to product breadth, product adoption, technology, and revenue By acquiring Xilinx, AMD hopes to close the gap by leveraging the programming flexibility and parallel computing advantages of Xilinx’s FPGA products to generate commercial opportunities in 5G infrastructure, AI, ADAS, and industrial automation However, Xilinx has suffered YoY revenue drops for the past three quarters due to the US-China trade war TrendForce analyst CY Yao indicates that, should the trade war further intensify and result in an expanded Entity List, Xilinx will face even more challenges going forward as a result Therefore, after 18 months, during which AMD and Xilinx are expected to finalize details of the acquisition, AMD’s executive team will be faced with a crucial test for their managerial competencies TrendForce believes that effective communication between the two parties is required in order for AMD and Xilinx to integrate and streamline their product positioning strategies, R&D resources, developer tools, and libraries following the acquisition The integration of software resources, including developer tools and libraries, will present particular difficulties for AMD, since these resources need to be compatible across CPU, GPU, and FPGA product categories

Press Releases
Broadcom Overtakes Qualcomm for First Place While Nvidia Scores Highest YoY Growth in 2Q20 Revenue Ranking of Global Top Ten IC Design Companies, Says TrendForce

2020/08/31

Semiconductors

According to the revenue ranking of top ten IC design companies for 2Q20 compiled by TrendForce, Broadcom was able to capture number one position by surpassing Qualcomm in quarterly revenue Despite strong demand for 5G products driven by WFH and distance education needs, Qualcomm’s upward momentum in 2Q20 was constrained due to the delayed release of Apple’s latest iPhones TrendForce analyst CY Yao indicates that new product releases by Apple during third quarters had typically contributed to Qualcomm’s second quarter revenues in the past Delayed iPhone releases this year, however, led to a slowdown in Qualcomm’s chip revenue growth Qualcomm registered a modest 67% revenue growth YoY in 2Q20 On the other hand, although Broadcom retook first place in terms of quarterly revenue, escalating tensions between China and the US had a negative effect on its semiconductor revenue performance, which declined by 68% YoY in 2Q20 Nvidia now includes revenue from Mellanox as part of its data center revenue after the former acquired the latter earlier this year The addition of Mellanox was able to compensate for Nvidia’s shortfall in professional visualization and automotive revenue On the whole, Nvidia posted excellent revenue performance for 2Q20 and increased its revenue by 471% YoY, the highest percentage growth in the top 10 list AMD scored the second highest YoY percentage growth in 2Q20, at 262%, behind Nvidia, due to the outstanding receptions of its Ryzen and EPYC processors in the notebook and server markets, respectively Xilinx has traditionally counted the wired and wireless network equipment market as one of its main revenue drivers However, the department responsible for those markets posted a 332% YoY decrease in quarterly revenue, and the COVID-19 pandemic took a heavy toll on the global automotive market, leading to a decline in Xilinx’s automotive revenue For the first time ever, Xilinx registered a double-digit YoY quarterly decline Likewise, Dialog saw decreased revenue from its custom mixed-signal IC, leading to a YoY decrease of 101% in overall 2Q20 revenue In the face of escalating sanctions by the US Department of Commerce, Huawei subsidiary HiSilicon is unlikely to fulfill chip demand from Huawei’s various product lines Since US-China tensions are yet to improve, HiSilicon’s new Kirin processors to be released in 2H20 is expected to be the final mobile processor released by the company Much like the Kirin, other chips from Huawei, including server CPUs, AI chips, and 5G chips, may face a similar fate Taiwanese IC design companies MediaTek and Realtek maintained their excellent performances during the quarter, reaching YoY revenue growths of 142% and 188%, respectively In particular, MediaTek was able to successfully deploy its products to the 5G mid-range smartphone market with its 7nm process technology and cost optimization measures, in turn raising its revenue and gross margins CY Yao believes that, on the whole, the outlook for the global IC design revenue in 2020 is relatively positive because of strong demand in 3Q20 for WFH- and distance education-related products, in addition to component demand from the data center, 5G infrastructure, and 5G smartphone markets

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