-
- News
- Books
Featured Books
- design007 Magazine
Latest Issues
Current IssueSimplification
On the subject of simplification, our expert contributors explain how to design PCBs without making them complex and over-constrained—whatever the level of technology. In addition, we discuss the effect your decisions and tradeoffs have on design complexity.
The Standards of Design
Our expert contributors discuss how PCB designers can utilize standards to save time and money, not to mention frustration. We also spotlight the newly updated version of the IPC Checklist, a handy guide that illustrates which standards cover which topics, from front-end design through assembly.
Rigid-flex: Designing in 3D
In this month’s issue, our expert contributors share their best tips, tricks and techniques for designing rigid-flex circuits. If you’re a rigid board designer considering moving into the 3D world of rigid-flex, this issue is just what the doctor ordered!
- Articles
- Columns
Search Console
- Links
- Events
||| MENU - design007 Magazine
Q2 Revenue for Top 10 Global IC Houses Surges by 12.5% as Q3 on Pace to Set New Record
September 21, 2023 | TrendForceEstimated reading time: 2 minutes
Fueled by an AI-driven inventory stocking frenzy across the supply chain, TrendForce reveals that Q2 revenue for the top 10 global IC design powerhouses soared to US $38.1 billion, marking a 12.5% quarterly increase. In this rising tide, NVIDIA seized the crown, officially dethroning Qualcomm as the world's premier IC design house, while the remainder of the leaderboard remained stable.
AI charges ahead, buoying IC design performance amid a seasonal stocking slump
NVIDIA is reaping the rewards of a global transformation. Bolstered by the global demand from CSPs, internet behemoths, and enterprises diving into generative AI and large language models, NVIDIA's data center revenue skyrocketed by a whopping 105%. A deluge of shipments, including the likes of their advanced Hopper and Ampere architecture HGX systems and the high-performing InfinBand, played a pivotal role. Beyond that, both gaming and professional visualization sectors thrived under the allure of fresh product launches. Clocking a Q2 revenue of US$11.33 billion (a 68.3% surge), NVIDIA has vaulted over both Qualcomm and Broadcom to seize the IC design throne.
Qualcomm's Q2 took a hit as the Android smartphone sector grappled with dwindling demand and Apple's modem pre-purchases resulted in a subdued seasonal rhythm. Consequently, their revenue slid by 9.7%, rounding off at about US$7.17 billion. Broadcom, while benefiting from AI-ignited demand for high-end switches and routers, faced headwinds with revenue drops in server storage, broadband, and wireless. The result was a second-quarter revenue that essentially mirrored the previous quarter at around US$6.9 billion.
AMD's Q2 performance plateaued at about $5.36 billion, weighed down by a slump in gaming GPU sales and its embedded segment operations. Conversely, MediaTek, after several quarters of inventory recalibration, witnessed a resurgence with components like TV SoCs and Wi-Fi stabilizing. The added impetus of urgent TV orders and escalating shipments for mobile phones, smart platforms, and power management ICs boosted MediaTek's Q2 to a solid US$3.2 billion.
Marvell, though buoyed by AI deployments in data centers, faced headwinds with a decline in On-Premise Servers (enterprise private clouds). End-user demand remained frail, and with sectors like data centers, telecom infrastructure, and enterprise networking facing revenue drops, Marvell's Q2 took a 1.4% hit, culminating at roughly $1.33 billion.
Taiwan's IC design stalwart Novatek flourished as customers replenished TV-related inventories and ushered in novel products such as OLED DDI. Realtek, drawing strength from supply chain restocking of PC/NB-centric ICs, reported quarterly growths of 24.7% and 32.6%, respectively. Yet, without substantial signs of a holistic revival in end-sales and inventory restocking, growth in H2 seems set to face challenges.
Will Semiconductor secured the ninth spot with a Q2 revenue of $528 million, registering a modest decline of about 1.9%. Hot on its heels is the US-based power IC maestro, MPS, with its Q2 revenue tallying up to $441 million—a slip of approximately 2.2%.
Peering into Q3, while inventory levels across companies paint a rosier picture than H1, a pervasive end-user demand slump urges caution. However, a silver lining emerges with CSPs, internet titans, and private firms flocking to generative AI and large language models. As these high-value AI offerings gain traction, TrendForce projects that the top ten global IC design giants will continue their double-digit ascent in Q3, potentially reaching record-breaking figures.
Suggested Items
Top 10 Foundries Experience 7.9% QoQ Growth in 3Q23, with a Continued Upward Trend Predicted for Q4
12/06/2023 | TrendForceTrendForce’s research indicates a dynamic third quarter for the global foundry industry, marked by an uptick in urgent orders for smartphone and notebook components.
NAND Flash Industry Revenue Grows 2.9% in 3Q23, Expected to Surge Over 20% in Q4
12/05/2023 | TrendForceTrendForce reports a pivotal shift in the NAND Flash market for 3Q23, primarily driven by Samsung’s strategic decision to reduce production.
Contract Prices Bottom Out in Q3, Reigniting Buyer Momentum and Boosting DRAM Revenue by Nearly 20%
12/04/2023 | TrendForceTrendForce investigations reveal a significant leap in the DRAM industry for 3Q23, with total revenues soaring to US$13.48 billion—marking 18% QoQ growth.
Gartner Forecasts Worldwide Semiconductor Revenue to Grow 17% in 2024
12/04/2023 | Gartner, Inc.Global semiconductor revenue is projected to grow 16.8% in 2024 to total $624 billion, according to the latest forecast from Gartner, Inc. In 2023, the market is forecast to decline 10.9% and reach $534 billion.
Jabil Updates Fiscal 2024 Outlook
11/29/2023 | JabilJabil expects this inventory rebalancing to continue into its second fiscal quarter and as a result anticipates revenue for the second quarter to be in the range of $7.0 billion - $7.6 billion.