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Market demand for high-speed transmission is high, and the range of applications from NB to HPC to AI is expanding. Next year, the penetration rate of USB 4.0 market will continue to increase, which is expected to bring new business opportunities. Many Taiwanese chip designers are expected to benefit, such as Xiangshuo, Spectrum-KY closely cooperates with major chip manufacturers and is familiar with transmission specifications, covering PCIe, USB, SATA, etc., while Genesys Logic and the next Weifeng Electronics are deeply committed to USB hub integrated circuits. In the end, what kind of momentum do these IC design companies have? This article will resolve the focus of future observations of operations.
Higher data volume and higher demand for high-speed transmission
The efficiency of the main chip increases more and more, which increases the demand for high-speed transmission. Simply put, the main chip is like a high-rise building in the city. Buildings are built higher and higher, but roads and bridges between buildings are also the key to urban development. These highways are high-speed transmission chips, allowing faster and smoother data transmission between chips.
There are many ways of transmission, different specifications like USB, PCIe, SATA, Thunderbolt, etc., as well as different methods of transport. The chip design industry often locks out various types of transmission technologies and continues to improve to take advantage of business opportunities during the conversion of each generation of specifications. As for the next year, the main specification conversion includes USB4, PCIe Gen4, etc., so that manufacturers with related products become the focus of market attention.
From the point of view of Taiwanese manufacturers, the main suppliers of high-speed transmission chip design include Xiangshuo, Spectral-KY, Genesys Logic, and Weifeng Electronics. However, the advantages of each product and technology are not the same. In addition, the control chip can be divided into three categories: Host, Hub and Device. To make a simple distinction, you can think of the Host being placed on a laptop, and each transmission interface is converted, while the Hub is the slave. The hub connected to power is used to connect the laptop and peripheral devices (such as a mouse, keyboard, etc.). As for the device side, it is like a USB, an external hard drive, etc. The design steps of each manufacturer are not the same, but they are also Each one has its advantages.
Xiang Shuo: close relationship with AMD, the Chinese market will grow rapidly next year
Xiangshuo products cover Host and Hub, and the extended interfaces are also very comprehensive, including USB 3.1, USB Type-C, PCIe, SATA, etc. Clients include ASUS, ASRock, MSI, and AMD.
Xiangshuo’s main competitive advantage is that it has been working with AMD for a long time. The chipset must be developed to the specifications of the main chip. It’s almost a generation of exclusive OEM orders. Xiangshuo General Manager Lin Zhewei believes that whether because of product performance, delivery time, technical support, etc. It can meet the needs of customers, and the AMD foundry can not only improve the compatibility of the product, but also can gradually accumulate the technical force of its own silicon intellectual property.
The company will also continue to develop next-generation specification products such as USB 4 and PCIeGen4, which are expected to go into mass production next year and start contributing. The previous USB Super Speed 20G has entered the mass production stage, and the product line will be introduced one after another.
In addition, the new MacBook will also have the opportunity to adopt Xiangshuo products. According to market speculation, Xiangshuo will have the opportunity to become Apple’s new supply chain and increase future momentum.
Looking ahead to next year, the legal entity said that while Intel is announcing its cooperation with TSMC, which may affect AMD’s market share, AMD’s recent announcement of the acquisition of FPGA maker Xilinx is quite ambitious. In addition, Intel and TSMC cooperation also takes time, so AMD’s market share performance and Xiangshuo’s order status remain optimistic next year.
Furthermore, in terms of its own brands, thanks to the de-beautification trend, Xiangshuo’s own products have continued to expand successfully in the Chinese market. In the second half of this year, China’s revenue share has reached 10%, a significant increase from 3 ~ 5% last year. , Hurry to attack China’s non-X86 CPU market, and the order status next year may also maintain a growth trend.
Spectrum-KY: Take Advantage of the Server and Data Center and Expand the Automotive Market
Pre-KY products are mostly DP / eDP T-CON, but there are also high-speed streaming chips that account for 40% of revenue. One of the main focuses next year is the development of high speed PCIe Gen4 signal repeaters (retimer). This product is mainly used in data centers, servers, etc., and the customers are all Tier 1 manufacturers. AMD and Intel platforms will continue to enter mass production in the second half of this year. It will also become one of the main growth drivers next year, and related to PCIe Gen5 The product has also been developed and the design is quite complete.
Additionally, the high-speed USB 4 signal repeater will have samples available for release this year and will see mass production next year.
In addition, Pre-KY high speed transmission related products have also been introduced in the automotive market. In cooperation with Tier 1 manufacturers, this product mainly transmits image data, etc. Mass production is expected to begin in the fourth quarter of this year.
It should be noted that this year, Pre-KY acquired Fresco Logic. The main product of the company is the USB3.1 Host / Hub control chip. The product lines of the two parties are complementary. For the future of the product line and the operation of Pre-KY It will be more complete than other peers.
Looking ahead to next year, President Zhao Jie said that, although there are still many uncertainties in the general environment, it is believed that the home office trend will become the new normal in the future, which is expected to boost the data centers, PCs, and other related applications, plus high-speed PCIe Gen4 signals. Relevant new products, such as relays and USB 4, will increase in volume next year, and DP / eDP T-CON will also continue to be sold in bundles, which is a positive view of operational performance.
Weifeng, Genesys Logic: Deeply cultivate USB hubs, Type-C conversion is expected to benefit
The market penetration rate of USB Type-C has increased with the update of the USB transmission speed specifications, which provides a transmission speed of up to 40 GB per second, including the transmission of sound, video, data and Energy. Therefore, the market expects the overall USB Type by 2024 -C shipments can achieve a compound annual growth rate of 30%.
Taiwan IC design manufacturers are expected to meet the growing demand for high-speed transmission. The USB host provides an interface. If you want to connect more peripherals, you must use a USB hub. Apple released MacBook models released in 2015 or later with a single USB-C port, so market demand for USB hubs continues to increase.
VIA Little Golden Chicken Weifeng Electronics, due to launch later this year, started with USB 3.0. This year, it also won orders for American and Japanese game consoles. Furthermore, Lenovo has a revenue contribution of more than 20%. It’s DELL and HP. In addition, there are also foundries for spare parts and accessories in China. Apple laptops can also be used. Currently, USB 4 already has a Tape-Out product, and there is a chance to start contributing next year.
Weifeng’s product line is relatively similar to Genesys Logic. The company started with USB 2.0 in the past and has expanded its products to USB 3.1 and USB 4 in recent years. This year, it has won orders from Japanese customers for game consoles and increased its sports performance this year. Revenue increased by more than 30% annually and operating performance was excellent last year.
Overall, the market is also optimistic Weifeng Electronics and Genesys Logic will continue to watch the USB Type-C specification conversion progress from next year to next year, which is expected to bring new business opportunities.
(This article is reprinted with permission from MoneyDJ News; first image source: Unsplash)
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