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Press Releases
Broadcom Overtakes Qualcomm for First Place While Nvidia Scores Highest YoY Growth in 2Q20 Revenue Ranking of Global Top Ten IC Design Companies, Says TrendForce



According to the revenue ranking of top ten IC design companies for 2Q20 compiled by TrendForce, Broadcom was able to capture number one position by surpassing Qualcomm in quarterly revenue Despite strong demand for 5G products driven by WFH and distance education needs, Qualcomm’s upward momentum in 2Q20 was constrained due to the delayed release of Apple’s latest iPhones TrendForce analyst CY Yao indicates that new product releases by Apple during third quarters had typically contributed to Qualcomm’s second quarter revenues in the past Delayed iPhone releases this year, however, led to a slowdown in Qualcomm’s chip revenue growth Qualcomm registered a modest 67% revenue growth YoY in 2Q20 On the other hand, although Broadcom retook first place in terms of quarterly revenue, escalating tensions between China and the US had a negative effect on its semiconductor revenue performance, which declined by 68% YoY in 2Q20 Nvidia now includes revenue from Mellanox as part of its data center revenue after the former acquired the latter earlier this year The addition of Mellanox was able to compensate for Nvidia’s shortfall in professional visualization and automotive revenue On the whole, Nvidia posted excellent revenue performance for 2Q20 and increased its revenue by 471% YoY, the highest percentage growth in the top 10 list AMD scored the second highest YoY percentage growth in 2Q20, at 262%, behind Nvidia, due to the outstanding receptions of its Ryzen and EPYC processors in the notebook and server markets, respectively Xilinx has traditionally counted the wired and wireless network equipment market as one of its main revenue drivers However, the department responsible for those markets posted a 332% YoY decrease in quarterly revenue, and the COVID-19 pandemic took a heavy toll on the global automotive market, leading to a decline in Xilinx’s automotive revenue For the first time ever, Xilinx registered a double-digit YoY quarterly decline Likewise, Dialog saw decreased revenue from its custom mixed-signal IC, leading to a YoY decrease of 101% in overall 2Q20 revenue In the face of escalating sanctions by the US Department of Commerce, Huawei subsidiary HiSilicon is unlikely to fulfill chip demand from Huawei’s various product lines Since US-China tensions are yet to improve, HiSilicon’s new Kirin processors to be released in 2H20 is expected to be the final mobile processor released by the company Much like the Kirin, other chips from Huawei, including server CPUs, AI chips, and 5G chips, may face a similar fate Taiwanese IC design companies MediaTek and Realtek maintained their excellent performances during the quarter, reaching YoY revenue growths of 142% and 188%, respectively In particular, MediaTek was able to successfully deploy its products to the 5G mid-range smartphone market with its 7nm process technology and cost optimization measures, in turn raising its revenue and gross margins CY Yao believes that, on the whole, the outlook for the global IC design revenue in 2020 is relatively positive because of strong demand in 3Q20 for WFH- and distance education-related products, in addition to component demand from the data center, 5G infrastructure, and 5G smartphone markets

Press Releases
Qualcomm Retakes Market Leadership in 1Q20 Revenue Ranking of Global Top 10 IC Design Companies, Says TrendForce



According to the 1Q20 revenue ranking of global top 10 IC design companies compiled from TrendForce’s latest data, Qualcomm was able to stop the trend of continuous YoY revenue declines, which lasted for the six previous consecutive quarters, because of its effective 5G product strategy and the considerable growth in WFH and distance learning demand On the other hand, Broadcom’s semiconductor business displayed negative growth for five consecutive quarters because of market competition and the China-US trade war, subsequently trading places with Qualcomm on the revenue ranking list in 1Q20 TrendForce Senior Analyst CY Yao indicates that Qualcomm was able to become part of the supply chain for Chinese brands’ flagship and high-end smartphones in 1Q20 Furthermore, its 5G RF front-end products enjoyed increased market adoption These factors, combined with increased demand for its networking products because of the COVID-19 pandemic, led Qualcomm’s revenue to return to a state of growth in 1Q20 However, Broadcom was impacted by not only the China-US trade war and the accompanying Entity List policy, but also the recently declining shipment of its major client Apple’s iPhones, which was unable to sustain the revenue of Broadcom’s semiconductor business The other two US-based companies, NVIDIA and AMD, recorded stable revenue performances of 396% and 404% YoY increases in 1Q20, respectively Whereas NVIDIA benefitted from strong momentum in gaming graphics cards and data centers, AMD had the highest YoY revenue growth on the list of top 10 IC design companies due to rising revenues from its line of 7nm CPUs, in addition to the massive demand for WFH-use notebook computers brought about by the pandemic Marvell benefitted from increasing demand for networking and 5G infrastructure while being relatively less impacted by the China-US trade war Conversely, Xilinx underwent an 87% YoY revenue decline due to the continuing influence of the trade war, marking the first time since 2016 the company suffered YoY declines in two consecutive quarters Taiwan-based companies MediaTek and RealTek also benefitted from increased WFH demand, while the former saw increased market share in 4G smartphones, in turn raising its revenue Novatek posted robust performances in smartphone DDI and TV SoC applications With regards to 2Q20 performances, given the once again escalating trade tensions between China and the US as well as persisting influence from the COVID-19 pandemic, Broadcom and Xilinx are likely to see YoY declines in the short term, according to TrendForce On the other hand, pandemic-induced networking and notebook computer demand is expected to persist, meaning IC designers specializing in related applications are projected to maintain strong revenue performances in 2Q20

Press Releases
Global Top 10 IC Designers’ 2019 Revenues Drop by 4.1% YoY, as Industry Growth to Face Challenges from COVID-19 Pandemic in 2020, Says TrendForce


Semiconductors / Consumer Electronics

Under the combined influence of the US Entity List and the COVID-19 pandemic, the IC design industry is unlikely to return to growth in 2020 The latest investigations from TrendForce finds that the top three IC design companies in 2019, Broadcom, Qualcomm, and NVIDIA, all exhibited decreased YoY revenues, significantly impacting global IC design revenue Whether the industry can return to a state of growth will depend on whether the US Department of Commerce expands its export restrictions and whether the COVID-19 pandemic can be sufficiently contained According to TrendForce Senior Analyst C Y Yao, 2019 industry leader Broadcom was affected by the US Entity List policy and saw a 7% revenue decrease YoY Second-place Qualcomm faced fierce competition from companies such as Huawei, MediaTek, and Unisoc Although Huawei was added to the Entity List in May, 2019, the company felt only limited impact in terms of overall 2019 revenue, while its smartphones equipped with Kirin SoCs saw strong shipment, which constricted the performance of other smartphone brands As Chinese brands began cutting their dependence on US technology, MediaTek and Unisoc gained increased chip adoption in the entry-level and mid-range smartphone sectors, lowering Qualcomm’s shipment of smartphone chips; Qualcomm registered an 11% decrease YoY in terms of revenue Third-place NVIDIA faced an excessive stock of gaming graphics cards in the first three quarters of 2019, in turn resulting in YoY decreases in revenue for each of those quarters As NVIDIA’s inventory levels returned to normal in 4Q19, its 4Q19 revenue returned to growth as well However, NVIDIA’s overall 2019 revenue still decreased by 9% YoY In terms of US-based IC designers, only AMD and Xilinx maintained revenue growths Owing mostly to Intel’s inability to effectively address its supply shortage, AMD notched excellent performances in terms of 3Q19 and 4Q19 revenue, which resulted in a consistent growth in overall 2019 revenue Xilinx, as the other US-based company undergoing revenue growth, excelled in 5G, industrial automation, and automotive applications Although the Entity List’s implementation began affecting Xilinx in 4Q19, the company was able to grow its revenue by 12% YoY Wired networking and storage controller manufacturer Marvell was similarly disrupted by the China-US trade war, while the company sold its Wi-Fi business unit to NXP in 2019 Marvell’s revenue fell by 41% YoY, landing it in the seventh place on the top 10 list The three Taiwanese IC design companies showed strong performances in 2019 In particular, MediaTek began providing high-end, mid-range, and entry-level mobile chipsets using 12nm technology in 2018 Its 12nm solutions gradually exhibited a cost-performance advantage in 2019 in the smartphone market, where models such as Oppo’s A-series and Xiaomi’s Redmi lineup, among many other phones, adopted MediaTek chipsets In contrast, Novatek focused on developing TDDI solutions, which saw a healthy growth in demand from Chinese smartphone brands, with Huawei and Xiaomi serving as Novatek’s main TDDI clients Lastly, Realtek dominated in the TWS chip market As Wi-Fi 6 applications saw increased ramp-up, Realtek registered a 30% revenue increase YoY, the highest percentage growth among the top 10 IC designers Regarding the IC design industry’s outlook in 2020, despite the seemingly improved trade relations between China and the US, the latter government has not put an end to its Entity List policy In addition, the COVID-19 pandemic is now a global threat, which will certainly affect the public’s purchasing demand for consumer electronics Should the Entity List policy continue to exert its influence on the industry, market leader Broadcom is expected to struggle in the short run as it attempts to make a recovery in terms of semiconductor revenue On the other hand, although Qualcomm is projected to once again be a part of Apple’s supply chain in 2020, the pandemic has not been effectively contained, in turn affecting the sales performance of iPhones and by extension Qualcomm’s chip revenue As well, NVIDIA has revised down its fiscal 1Q21 revenue outlook in light of the pandemic’s impact Given that the pandemic has already exerted its influence over the IC design industry in 1H20, the overall industry is unlikely to recover in 2020

Press Releases
Revenue Ranking of Global Top 10 IC Design Companies Shows U.S. Companies Having Divergent Performances in 3Q19, Says TrendForce



The newest analysis from TrendForce shows that several US-based IC design companies experienced continually expanding losses in 3Q19 revenue because of the ongoing China-US trade war and because Huawei had yet to be removed from the Entity List Of the US-based companies, Qualcomm demonstrated the greatest revenue loss with a 22% decline According to TrendForce senior analyst CY Yao, market leader Broadcom’s revenue was significantly impacted by the fact that the company’s largest customer Huawei was still on the Entity List Broadcom suffered three consecutive quarters of revenue drops, with the largest drop being 123% in 3Q19 Second-ranked Qualcomm also fell victim to the China-US trade war, as Huawei kept raising its shipment of chipsets by pairing in-house chipsets with its cellphones, compressing the market shares of other Android phone brands and directly impacting Qualcomm’s chipset revenue As well, Qualcomm faced intense pressure from MediaTek and China-based mobile chipset manufacturer Unisoc, in addition to the overall smartphone market not yet seeing a demand for 5G devices, diminishing Qualcomm’s 3Q19 revenue by 223% YoY – the largest decline among the top 10 IC design companies By maintaining careful control over its inventory of gaming graphics cards, third-ranked Nvidia was able to reduce its 3Q19 drop in revenue compared to the previous two quarters to a 95% decline YoY AMD and Xilinx were the only two among all US-based IC design companies to display revenue increases As a result of the continuing shortage of Intel CPUs, AMD was able to expand its shares in the notebook and PC markets and subsequently increase its 3Q19 revenue by 9% YoY On the other hand, all product lines offered by Xilinx showed performance growths, including data centers, industrial solutions, network communications, and automotive solutions Xilinx kept up its double-digit revenue growth in 3Q19 with an 117% increase YoY Seventh-ranked Marvell registered excellent 1H19 revenues owing to the recent greater-than-expected demand for its storage solutions However, this demand became weakened in 3Q19 Furthermore, the entity-list-impacted Huawei had been a major customer of Marvell’s networking chip business As a result, Marvell posted a 3Q19 revenue decline of 165% YoY As the highlight of Taiwan-based companies, Realtek notched a growth of 305% YoY in 3Q19, thanks to its audio, Ethernet, and TV product sales MediaTek’s 3Q19 revenue, calculated in USD, declined by 14% YoY, but this decline became a minor growth of 03% when converted into NTD because of the strong sales in the smartphone market and a resurging demand in the consumer electronics market Due to the poor performances of the top three US-based IC design companies, the overall revenue of the global IC design industry in 2019 shows a trend of decline However, should US-based companies manage to redirect their operations to sidestep restrictions posed by the China-US trade war, the IC design market is projected to return to growth in 2020, given the expected recovery of the market for devices such as servers and smartphones, and emerging 5G and AI technology

Press Releases
Global Top Ten IC Design Companies for 2Q19 Ranked by Revenue Released, with Top Five Registering Revenue Fall, Says TrendForce



According to the newest statistics by TrendForce , the global top ten IC design companies for 2Q19 ranked by revenue have just been released, in which we see revenues of the top five all falling YoY This was due to the US-China trade war, mounting inventory levels along the supply chain and less-than-satisfactory global demand for consumer electronics, including smartphones, tablets, notebooks, LCDs, TVs, servers etc NVIDIA registered the largest decline among the five: 201% This is also the first time in three years that Nvidia's seen YoY revenue declines for three consecutive quarters TrendForce Analyst Chia-Yang, Yao says that weak Chinese demand, crippled by the US-China trade war and leading China's systems suppliers to reduce pull-ins for components, put the revenues of Broadcom and Qualcomm, for whom China forms the main market, on a YoY slide in 2Q19 Qualcomm is facing intensifying competition from pace-gathering competitors Mediatek and China smartphone chip supplier UNISOC Mediatek had been using the 12nm process for its mobile processor product line since 2018, greatly enhancing cost structure and adding more value to the product, whereas UNISOC implemented Cortex-A55 and A75 CPUs in its low-mid range processors, effectively presenting a wider choice of products for clients and subsequently placing pressure on Qualcomm, who now has a new competitor to deal with in the low-mid range market As for the top ten, Nvidia saw the greatest decline Despite having still enjoyed growths in automotive and professional visual applications and having actively managed the high inventory levels it originally faced, these were still not enough to prevent a consecutive three-quarter YoY fall in revenue, pulled down by the weight of the large declines seen in its graphic cards and datacenter products However, Nvidia's declines in 2Q19 narrowed somewhat compared to 1Q19, and may continue to narrow in 3Q19 thanks to effectively reduced inventory levels  Mediatek's revenue for 2Q19 came to NT$61567 billion, a 18% growth over 2Q18, while its gross profit margin continued to recover, yet this growth actually turns into a 27% YoY decline after conversion into USD due to conversion rates Although Mediatek and Qualcomm were both likewise affected by the weakened global demand for smartphones, Mediatek continued to manufacture its line of good value processor products for cell phone applications with its 12nm process These products have already entered the low-mid range markets, further constricting Qualcomm's cell phone chip shipment performance As for AMD, despite performing excellently in the processor and datacenter segments, the weak sales for GPU products, blockchain and semi-customized products dragged down revenue performance And while being a US chip giant, Xilinx boasts a highly diversified clientele, and saw growths in the industrial, telecommunications and automotive segments, even though it was slightly affected in the datacenter segment Marvell, on the other hand, benefitted from the increasing demand in the telecommunications market, and grew together with Xilinx against the falling revenue trend as many US based IC design companies gave less-than-satisfactory performances Taiwanese IC design companies Novatek and Realtek gave a stellar performance in 2Q19 Novatek, with its TDDI solutions, received considerable interest by China's smartphone suppliers Adding the feverish demand for AMOLED driver chips, revenue grew by 18% YoY Realtek's revenue grew on the strength of the market demand for PCs, consumer products and telecom products and surged by 302% YoY As for Synaptics, it's poor performance in the mobile segment dragged down overall revenues, whereas Dialog gave growths in customized mixed-signals, connection and audio applications, putting Dialog back at tenth place in overall revenue   Despite entering the traditional peak season of the semiconductor market, the US-China trade dispute runs its course without any signs of slowing down in 3Q19 looking forward, and whether major IC design companies may maintain growth will still depend on whether their sales strategies will be able to distribute market risks presented by the US-China trade dispute 

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