Released the third-quarter revenue rankings of the world’s top ten IC design companies, Apple’s new machine becomes the key to Qualcomm’s victory | TechNews Technology News



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According to the latest statistics from the TrendForce Industrial Development Research Institute, the world’s top ten IC design companies in Q3 2020 will be ranked by revenue. Thanks to the launch of Apple’s new iPhone 12 series and its popularity in the consumer market, the demand for Qualcomm’s 5G modem and radio frequency chips has increased dramatically. In the third quarter, revenue surpassed Broadcom again and became World’s number one.

Despite the delay in announcing Apple’s new machine, Qualcomm has returned to Apple’s supply chain this year, along with the fact that end customers are actively recalling products due to the epidemic, and component products 5G radio frequencies have gradually started to contribute to revenue, so Qualcomm’s revenue of US $ 4.967 billion has increased annually. 37.6% recovered the first place. Broadcom ranked second with revenue of $ 4.626 million in the third quarter, with an annual growth rate of 3.1%. It has escaped six consecutive quarters of annual recession, primarily due to increased demand for applications such as cloud, wireless, and Netcom. Broadcom is also one of the chip suppliers for Apple’s new machine, thus offsetting the impact of the Sino-American trade friction.

Third, NVIDIA’s revenue continued to be driven by Netcom chipmaker Mellanox, with an annual growth rate of 55.7%, with the growth rate back in first place. Advanced Micro Devices (AMD) has performed well in the laptop, desktop, data center and home game console markets, raising its revenue to US $ 2.801 billion, with an annual growth rate of 55 , 5%, closely following Huida.

Xilinx and Dialog were the only two companies to see a decline in the third quarter. The former was still affected by trade friction between China and the US, with Netcom sector revenue declining 37% annually, reducing its overall revenue performance. . Dialogue Semiconductor’s custom mixed-signal product line underperformed with the department declining 19.6% annually, generating overall third-quarter revenue of just $ 302 million.

The overall performance of Taiwanese integrated circuit design companies remains outstanding. It is worth mentioning that Realtek and Novatek have benefited from active sourcing from their customers and their annual revenue growth has exceeded 40%. They both surpassed Marvell and placed seventh and eighth respectively. Among them, Realtek follows Xilinx most closely, with a revenue gap of approximately US $ 7 million.

Overall, despite the trade friction between China and the US and the impact of the epidemic, remote offices and teaching continue to drive demand for data centers, Netcoms, laptops, and other products. In addition, terminal systems customers are also again concerned about the disconnection problem, so they remain active. Pull the goods. Looking ahead to 2021, analyst Yao Jiayang believes that there are variables in the trade frictions between China and the US and the development of the epidemic, coupled with severe global wafer capacity supply shortages, the wafer design industry Integrated circuits is intended to increase prices moderately to ensure the normal supply of upstream wafer capacity. Looking at it, the global integrated circuit design industry is expected to continue to grow next year.

(Source of the first image: Apple)





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