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2022/06/09
According to the latest TrendForce statistics, the top ten IC designers worldwide posted a combined revenue of US$3943 billion in 1Q22, or 44% growth YoY Qualcomm, NVIDIA, Broadcom ranked in the top three After the acquisition of Xilinx, AMD surpassed MediaTek in the fourth position In addition, according to TrendForce tracking of IC design industry trends, revenue generated by Will Semiconductor and Cirrus Logic was enough to be included in the top ten for the first time
Benefiting from growth performance in handsets and RF front-end divisions in addition to its IoT and automotive divisions in 1Q22, Qualcomm's quarterly revenue reached US$955 billion, or 52% growth YoY, ranking number one in the world The expanded application of GPUs in data centers boosted this portion of NVIDIA's revenue to 454%, surpassing the 45% accounted for by its gaming business, combining for a total revenue of US$79 billion, or 53% growth YoY Broadcom's revenue from semiconductor solutions is substantial, including network chips, broadband communication chips, and storage and bridging chips Its business has maintained stable sales performance, with revenue reaching US$611 billion, or 26% growth YoY After the addition of Xilinx, AMD's revenue reached US$589 billion, or 71% growth YoY However, even excluding Xilinx, due to strong sales in its enterprise, embedded and semi-customized divisions, AMD's own business revenue still hit an all-time high of US$533 billion
In terms of Taiwan-based companies, MediaTek’s Dimensity series processors have been shipped at volume and their product mix has been optimized successfully, pushing revenue to US$501 billion, or 32% growth YoY Novatek’s business is based on display driver IC and SoC Even though revenue was bogged down by sluggish panel demand, the company’s two major product lines still achieved annual growth of 31% and 43%, respectively, with a total revenue of US$128 billion, or 38% growth YoY Realtek made up for the relatively weak demand for consumer products through its dynamic commercial product portfolio which includes Ethernet chips, switch controllers, and WiFi chips, totaling revenue of US$104 billion, or 27% growth YoY
Marvell jumped to sixth place this quarter, as its acquisition of cloud and edge data center networking solutions provider Innovium in October 2021 contributed 125% annual growth to its 1Q22 data center revenue, bringing total revenue to US$141 billion, or 72% growth YoY, highest among the top ten Will Semiconductor, a newcomer to the list, is headquartered in Shanghai, China Its semiconductor design and sales revenue accounts for approximately 851% of total revenue The company’s main products are CMOS image sensors, display driver ICs, and analog ICs Although it is affected by the mobile phone market and revenue fell 9% YoY, it still reached US$744 million, ranking ninth As for Cirrus Logic, headquartered in Texas, USA, the company has two major product lines: audio and mixed-signal After the acquisition of Lion Semiconductor in July 2021, Cirrus accelerated the improvement of its mixed-signal business, driving 1Q22 revenue to US$490 million, or 67% growth YoY, ranking tenth
TrendForce indicates that 1Q22 rankings have changed due to strategic mergers and acquisitions by a number of players However, in addition to direct revenue growth brought about by acquisitions, it is still necessary for M&A synergy to be improved in the future Looking to 2Q22, as the traditional industry off-season dawns, coupled with the impact of rising inflation, the Russian-Ukrainian war, China's lockdowns, and weak consumer confidence, IC design companies with a high proportion of consumer electronics revenue will see unfavorable results This is evident from the M&A strategy employed by various industry players that has gradually diverted their product applications to markets such as high-performance computing, servers, data centers, and automotive electronics in an effort to diversify operational risks In addition, the performance of companies including Synaptics, LX Semicon, and Himax is also worth observing and rankings may change in 2Q22
The Webinar, ”COMPUFORUM 2022 Webinar: Diverse Market Opportunities Generated by Applications of Cyber-Physical Systems” will start from June 15, 2022 The TrendForce research team including Mark Liu, Caron Ju, Bryan Ao, and Alex Chen will present speeches regarding memory, servers, and datacenters, respectively
【Info】
When：Wednesday, June, 15
Where：COMPUFORUM 2022 Webinar (Free to access)
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/
2022/03/24
According to TrendForce research, due to vigorous stocking of various terminal applications causing a shortage of wafers in 2021, the global IC industry was severely undersupplied This, coupled with spiking chip prices, boosted 2021 revenue of the global top ten IC design companies to US$1274 billion, or 48% YoY
TrendForce further indicates three major disparities from the 2020 ranking First, NVIDIA surpassed Broadcom to take the second position Second, Taiwanese companies Novatek and Realtek rose to sixth and eighth place, respectively Originally ranked tenth, Dialog was replaced at this position by Himax after Dialog was acquired by IDM giant Renesas
Qualcomm continues its reign as number one in the world, primarily due to 51% and 63% growth YoY in sales of mobile phone SoC (System on Chip) and IoT chips, respectively The addition of diversified development in its RF and automotive chip businesses were key to a 51% increase in revenue NVIDIA implemented an integration of software and hardware, demonstrating its ambitions in creating a "comprehensive computing platform" Driven by annual growth of gaming graphics card and data center revenue at 64% and 59%, respectively, NVIDIA successfully climbed to second place Broadcom benefited from the stable sales performance of network chips, broadband communication chips, and storage and bridging chips, with revenue growing 18% YoY AMD's computer and graphics revenue grew by 45% YoY due to strong sales of the Ryzen CPU and Radeon GPU and rising average selling price Coupled with accelerating demand from cloud companies, the annual revenue of AMD’s enterprise, embedded, and semi-customized divisions increased by 113%, driving annual growth of total revenue to 68%
In terms of Taiwanese firms, MediaTek’s strategy of focusing on mobile phone SoC has produced miraculous results Benefiting from an increase in 5G penetration, sales performance of MediaTek’s mobile phone product portfolio surged by 93% and the company has committed to increasing the proportion of high-end product portfolios, resulting in 61% annual revenue growth Novatek's two major product lines of SoC and display driver IC have both grown significantly Due to improved product specifications, increased shipments, and beneficial pricing gains, revenue grew by 79% YoY, highest among the top ten Realtek has been driven by strong demand for Netcom and commercial notebook products, while the performance of audio and Bluetooth chips remains quite stable, conferring an annual revenue growth of 43% Himax joins the top ten ranking for the first time in 2021 Due to significant annual revenue growth in large-sized and medium/small-sized driver IC of 65% and 87%, respectively, and the successful introduction of driver IC into automotive panels, total revenue exceeded US$15 billion, or 74% YoY
Looking forward to 2022, after AMD completes the acquisition of Xilinx, other players will fill out the rankings In the broader picture, intensifying demand for high-specification products such as high-performance computing, Netcom, high-speed transmission, servers, automotive, and industrial applications will create good business opportunities for IC design companies and drive overall revenue growth However, terminal system manufacturers face the correction of component mismatch issues In addition, growing foundry costs, intensifying geopolitical conflicts, and rising inflation will all be detrimental to global economic growth and may impact an already weakened consumer electronics market These are the challenges IC design companies face in 2022 and by what means can product sales momentum be maintained within existing production capacity, R&D efficacy strengthened, and chip specifications upgraded, will become the primary focus of development in 2022
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/
2022/03/10
At present, the materials with the most development potential are Wide Band Gap (WBG) semiconductors with high power and high frequency characteristics, including silicon carbide (SiC) and gallium nitride (GaN), which are mainly used in electric vehicles (EV) and the fast charging battery market TrendForce research estimates, the output value of third generation power semiconductors will grow from US$980 million in 2021 to US$471 billion in 2025, with a CAGR of 48%
SiC is suitable for high-power applications, such as energy storage, wind power, solar energy, EVs, new energy vehicles (NEV) and other industries that utilize highly demanding battery systems Among these industries, EVs have attracted a great deal of attention from the market However, most of the power semiconductors used in EVs currently on the market are Si base materials, such as Si IGBT and Si MOSFET However, as EV battery power systems gradually develop to voltage levels greater than 800V, compared with Si, SiC will produce better performance in high-voltage systems SiC is expected to gradually replace part of the Si base design, greatly improve vehicle performance, and optimize vehicle architecture The SiC power semiconductor market is estimated to reach US$339 billion by 2025
GaN is suitable for high-frequency applications, including communication devices and fast charging for mobile phones, tablets, and laptops Compared with traditional fast charging, GaN fast charging has higher power density, so charging speed is faster within a smaller package that is easier to carry These advantages have proven attractive to many OEMs and ODMs and several have started rapidly developing this material The GaN power semiconductor market is estimated to reach US$132 billion by 2025
TrendForce emphasizes that third generation power semiconductor substrates are more difficult to manufacture and more expensive compared to traditional Si bases Taking advantage of the current development of major substrate suppliers, companies including Wolfspeed, II-VI, and Qromis successively expanded their production capacity and will mass-produce 8-inch substrates in the 2H22 Output value of third generation power semiconductors is estimated to have room for continued growth in the next few years
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/
2021/12/16
The semicondustor market in 3Q21 is red hot with total revenue of the global top 10 IC design (fabless) companies reaching US$337 billion or 45% growth YoY, according to TrendForce’s latest investigations In addition to the Taiwanese companies MediaTek, Novatek, and Realtek already on the list, Himax comes in at number ten, bringing the total number of Taiwanese companies on the top 10 list to 4
Qualcomm has been buoyed by continuing robust demand for 5G mobile phones form major mobile phone manufacturers with further revenue growth from its processor and radio frequency front end (RFFE) departments Qualcomm’s IoT department benefited from strong demand in the consumer electronics, edge networking, and industrial sectors, posting revenue growth of 66% YoY, highest among Qualcomm departments In turn, this drove Qualcomm’s total 3Q21 revenue to US$77 billion, 56% growth YoY, and ranking first in the world
Second ranked NVidia, is still benefiting from gaming graphics card and data center revenue as the annual revenue growth for these two primary product departments reached 53% and 48%, respectively In addition, professional design visualization solutions only accounted for 8% of total revenue However, due to enduringly strong demand for mining and customers actively deploying the RTX series of high-performance graphics cards, NVidia’s product department revenue grew 148% YoY with overall revenue increasing by 55% to US$66 billion
Third ranked Broadcom’s main revenue stream came from their network chip, broadband communication chip and storage and bridge chip businesses Driven by post-COVID hybrid working models, companies are accelerating migration to the cloud, increasing demand for Broadcom chips, and driving revenue growth to US$54 billion or 17% YoY AMD’s Ryzen, Radeon, and EPYC series of products in the fields of games, data centers, and servers performed well, driving total revenue to US$43 billion, 54% growth YoY, and fifth place overall
In terms of Taiwanese companies, MediaTek continues to expand its global 5G rollout and, benefiting from optimization of product portfolio composition, product line specification enhancement, increase in sales volume, increases in pricing, and other factors, revenue of MediaTek’s mobile phone product line increased 72% YoY Annual revenue of other product lines also posted double digit growth with total revenue in the 3Q21 reaching US$47 billion or 43% YoY, a fourth place ranking Novatek continues to focus on its two primary product lines of system-on-chip and panel driver chips The proportion of its OLED panel driver chip shipments has increased, product ASP has risen, and shipments have been smooth with 3Q21 revenue reaching US$14 billion or 84% YoY In addition, Realtek's revenue surpassed Xilinx to take the eighth position due to higher priced Netcom chips in 3Q21 Himax also saw significant growth in its three main product lines of TVs, monitors, and notebooks due to large-size driver chips Revenue from large-size driver chips increased 111% YoY, driving total revenue to exceed the US$400 million mark, a 75% increase, and enough to squeeze onto this year’s ranking
Overall, 3Q21 revenue for major IC design (fabless) companies has generally reached historic levels Rankings for the top 7 companies remained the same as in 2Q21 with change coming in ranks 8 to 10 Looking forward to 4Q21, TrendForce believes Taiwanese IC design (fabless) companies will generally lean conservative In addition to the electronics industry moving into the traditional off-season, a slowing of demand for consumer applications and customer-end materials supply issues reducing procurement will make continued revenue growth a challenge In addition to consumer electronic products, global industry leaders are focused on the positive development of server and data center products to maintain an expected revenue growth trend
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/
2021/12/06
Due to material shortages caused by insufficient semiconductor supply, to date, power management IC (PMIC) prices remain on an upward trend, according to TrendForce’s latest investigations Average selling price (ASP) for 1H22 is forecast to increase by nearly 10%, reaching a record six year high
In terms of the global supply chain, in addition to the production capacity of major IDM manufacturers including TI, Infineon, ADI, STMicroelectronics, NXP, ON Semiconductor, Renesas, Microchip, ROHM (Maxim has been acquired by ADI and Dialog by Renesas), IC design houses such as Qualcomm and MediaTek (MTK) have obtained a certain level of production capacity from foundries Of these, TI is in a leadership position and the aforementioned companies possess a combined market share of over 80%
In terms of product structure, unrelenting demand from the consumer electronics, telecommunications, industrial control systems, and automotive end-user sectors and product innovation driven by industrial transformation will push a dramatic increase in global market demand for PMICs The largest application for PMICs is consumer electronic products and there are near term rumblings in demand for notebooks, Chromebooks, smartphones, and televisions In addition, restocking impetus for a small number of structurally simple items such as low drop-out regulators (LDO) has encountered a real slowdown However, since the demand placed on PMICs by electronic products is a structural increase, certain models are still experiencing shortages Qualcomm and MTK are limited by a shortage of mature production capacity on the foundry end, even resulting in a tightening of inventory for PMICs earmarked for self-use
Furthermore, recovery in the automotive market and rapid growth in electric vehicles, automotive electronics, and advanced driver-assistance systems (ADAS) have increased demand in power source control and management and charging technology In addition, automotive-use ICs are required to pass a number of inspections and must guarantee consistency and a zero failure rate Currently, IDM companies’ automotive IC order backlog stretches until the end of 2022 Due to factors such as production running at full capacity and a shortage of raw materials, PMIC suppliers have currently announced longer lead times with consumer electronic IC lead times increasing to 12~26 weeks, automotive IC lead times reaching 40~52 weeks, and a cessation of orders for certain exclusive production models
TrendForce expects 4Q21 demand for PMICs to remain strong with shortages in overall production capacity Led by IDM companies, PMIC pricing will remain high Despite variables related to the pandemic and the difficulties of greatly increasing 8 inch wafer production capacity, TI’s new fab RFAB2 will begin mass production in 2H22 In addition, due to the plans of foundries to carry forward a portion of 8 inch wafer PMIC manufacturing to 12 inch, there is a high likelihood of a moderation in PMIC shortages However, close attention must still be paid to changes in future market supply
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/
