The latest revenue ranking of the world's top ten IC design manufacturers was released
According to the latest statistics of Tuolong Industry Research Institute under trendforce Jibang consulting, the revenue ranking of the world's top ten IC designers was released in the third quarter of 2020. Thanks to Apple's release of the new iphone12 series and its popularity in the consumer market, the demand for Qualcomm 5g modem and wireless RF chip increased significantly. In the third quarter, the revenue surpassed Broadcom again and jumped to the first in the world.
Despite the delay in the release of Apple's new machine, Qualcomm has returned to Apple's supply chain this year. In addition, end customers are actively selling goods due to the epidemic, and 5g RF component products are gradually contributing to revenue. Therefore, Qualcomm regained the first place with a revenue of US $4.967 billion, an annual growth of 37.6%.
Broadcom, which ranked second, had a revenue of US $4.626 billion in the third quarter, an annual growth of 3.1%, and got rid of the annual recession for six consecutive quarters, mainly due to the increased demand for applications such as cloud, wireless and Netcom. At the same time, Broadcom is also one of the chip suppliers of Apple's new computers, thus offsetting the impact of Sino US trade friction.
Third, NVIDIA's revenue continued to be injected by Netcom chip maker mellanox, with an annual growth of 55.7%, ranking the first again. Amd achieved good results in the market of laptop, desktop, data center and home game console, pushing its revenue to $2.801 billion, with an annual growth of 55.5% and catching up with NVIDIA.
Xilinx and dialog were the only two declining companies in the third quarter. The former was still affected by Sino US trade frictions, and the annual revenue of Netcom sector declined by 37%, dragging down its overall revenue performance. Deloger semiconductor is a customized mixed signal product line with poor performance. The Department experienced an annual decline of 19.6%, resulting in an overall revenue of only $386 million in the third quarter.
The overall performance of Taiwanese IC designers is still outstanding. It is worth mentioning that, due to the active solicitation of goods by customers, Realtek and novatek benefited from the active solicitation of goods by customers, with annual revenue growth of more than 40%, both surpassing Marvell and ranking seventh and eighth respectively. Among them, Ruiyu is more closely behind Xilinx, The revenue gap between the two sides is about $7 million.
On the whole, despite the Sino US trade friction and the impact of the epidemic, long-distance office and teaching continue to drive the rising demand for data centers, Netcom, laptop and other products. In addition, terminal system customers are also worried about the recurrence of the problem of chain breaking, so they are still actively pulling goods.
Looking forward to 2021, analyst Yao Jiayang believes that there are variables in the development of Sino US trade friction and epidemic situation. Coupled with the serious shortage of global wafer capacity supply, IC design industry is bound to increase prices moderately to ensure the normal supply of upstream wafer capacity. In a comprehensive view, it is expected that the global IC design industry will continue to grow next year.