According to TrendForce’s second-quarter market analysis, there were also two companies that doubled their revenues.
TrendForce has released a second-quarter summary of the fabless chip market. All semiconductor manufacturers are past a crazy period, and fables, i.e. Chip design companies without manufacturing capacity, are no exception. The global chip deficit has pushed up prices so much that the total revenue of the ten largest players in the market grew by 60.8 percent, approaching $ 30 billion. It’s also noteworthy that the top five chip designers brought together more than two-thirds of that, $ 21.1 billion.
This Has Never Been the Case with Chip Design Companies
Taiwanese design firms have taken advantage of the situation, particularly well: MediaTek, which ranks fourth in revenue, grew by 98.8 per cent and Novatek, which ranks sixth, by 96 per cent. However, the top holder is AMD, which is only 7 tenths of a percent behind the doubling: while it earned $ 1.93 billion in the same period last year, it was $ 3.85 billion this year. In almost all segments (game console, enterprise products, and embedded systems) there was a very high demand for its products. For example, its server processor business grew 183 percent in one year.
The ranking has rearranged somewhat
The five largest players in the market have not changed, but their order has. A year ago, Broadcom was still the biggest fables, with revenues approaching 4.2 billion. However, the company failed to ride the growing demand as much as its competitors and grew “only” 19.2 percent year-over-year. Because of this, he also slipped back to third place. At the same time, TrendForce’s analysis emphasizes that the company as a whole is still showing healthy growth, both with its wired network and wireless communication chips (Ethernet, 5G, Wi-Fi 6E) as its main source of revenue, and with its double-digit broadband and industrial solutions. Achieved growth.
Qualcomm, which takes the lead (70 percent growth from a higher base), owes its success, among other things, to the fact that mobile manufacturers have rushed for its 5G and high-end models. The IoT division also performed well due to telecommuting: 1.4 billion of the 6.5 billion quarterly revenue was due to this business, which has thus become Qualcomm’s other key revenue factor. MediaTek’s revenues were also driven by mobile manufacturers. This is the company’s source of revenue anyway, generating an outstanding 143 percent (!) Revenue growth in the second quarter. In addition, however, all of its businesses brought almost mandatory double-digit growth in a similar situation.
Nvidia continues to benefit from its graphics cards and data center solutions. The former division increased its revenues by 91 percent and the latter by 46 percent. As the report notes, the cryptocurrency mining market still plays an important role in the demand for graphics cards. The company earned a total of $ 5.9 billion, up nearly 69 percent from the same period last year.
The biggest change in the second half of the field is due to the fact that Marvell has completed its acquisition of Inphi. At the same time, the company was able to grow 39 percent, which was enough to overtake Xilinx and Realtek.