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keyword:Galen Tseng11 result(s)

Press Releases
US Department of Commerce Strengthens Restrictions on China, Future Chinese Server Demand May Face Negative Growth, Says TrendForce

2022/10/12

Semiconductors

Current US sanctions on China have extended their reach to strike at HPC and sectors such as aerospace, automotive market, and military industry TrendForce indicates, the market for high-end computing chips (including CPU, GPU, etc) has borne the brunt of these restrictions at this stage, while those providing related storage such as DRAM and NAND Flash also face potential supply disruption At present, this not only includes domestic companies in mainland China but also extends to related US-based suppliers Among them, server companies that rely on high-intensity computing will face greater scrutiny Impact analysis on server terminal shipments In terms of server terminal shipments, since relevant component suppliers have not yet been able to confirm whether services provided by the four major cloud service providers (CSPs) in China, Baidu, ByteDance, Alibaba, and Tencent, involve military use, before CSPs sign MOUs (memoranda of understanding), component manufacturers may temporarily delay shipments to the Chinese market However, TrendForce believes, due to the fact that current CSP buyers’ component inventories remain sufficient, the short-term impact on global server market shipment performance is relatively low and long-term impact depends on the evolution of the US Department of Commerce's rules Huawei and Sugon, two companies that have received attention at this stage due to the US ban, have previously withdrawn from the x86 server market and turned into cloud business providers and whole server delivery has been transferred to other domestic OEMs and outsourced computing power leasing, so as not to be affected by sanctions However, due to the previous CPU ban, Sugon has turned to AMD to obtain authorization for localized chips, which may be significantly curtailed by this ban In 2022, Sugon's market share in the overall server market will be approximately 23% and 85% of the Chinese market TrendForce believes, it cannot be ruled out that relevant Chinese OEMs may have server products that may be rendered to government supercomputing centers in the future Inspur, H3C, and Lenovo will face more exacting future scrutiny and, if consequences intensify, the mainland Chinese industrial chain may feel direct effects Although commercial servers are not currently on the list of directly restricted items, if friction between the United States and China intensifies in the future, it cannot be ruled out that the US Department of Commerce will add more potentially risky Chinese server OEMs and CSPs onto the UVL list If certification cannot be realized within 60 days of being included in the UVL list, these entities will be included on the entity list The worst case scenario will be a future trend of negative growth in Chinese server demand Since the restrictions enumerated in this ban are primarily concentrated in the HPC field, the greatest factor affecting Sugon is the company largely providing server OEM to government departments including in supercomputers, military aerospace, and government server farms At present, there are 8 national-level supercomputing centers in mainland China and the supercomputer located in the center of Wuxi is the headquarters of China's self-developed chips including the self-developed Sunway TaihuLight As the US Department of Commerce continues to strengthen its sanctions, China's supercomputing technology and domestic research capabilities will be severely damaged in the future Impact analysis on GPU and CPU sectors At present, companies utilizing high-end graphics cards are primarily concentrated in the HPC sector In terms of CSPs, Alibaba and Baidu are the largest companies in mainland China These two CSP companies account for up to 60% of the market share of GPU usage in China Before the previous ban at the end of August, Chinese CSP operators had to submit purchase applications before procurement but they could not apply at all after the ban However, based on the premise that buyer inventory levels on hand remain high and the supply of goods through distribution channels is sufficient, no effect on demand is forecast until 1H23 Nonetheless, it will be a challenge in the long-term Since the ban expressly prohibits supercomputing center applications such as HPC, TrendForce assesses that GPU servers used by supercomputing centers will be directly affected, which accounts for up to 30% of China's GPU market In terms of chip computing performance control, ECCNs 3A090 and 4A090 are newly added sanctioned items and chips with a total processing performance of more than 4,800 (inclusive) calculated by TOPS will be restricted GPUs are usually used to directly assist in performing complex operations Basically, NVIDIA's A100 PCIe Gen4 and AMD's MI250 OAM Module exceed the 4,800 limit With new high computing performance products restricted in the future, development of server acceleration computing in China will take a hit However, the computing performance of most server CPU products is generally lower than the provisions of the ban Only Chinese-made chips such as Tianjin Haiguang face direct restrictions and other CPUs such as Intel and AMD servers will not be subject to prohibition At this stage, Intel and AMD will sign MOUs with relevant mainland Chinese manufacturers to ensure that related products cannot be used in military and supercomputing fields before shipment In today's server CPUs, the computing performance of the commonly used Intel Ice Lake CPU series does not reach the limit imposed by US sanctions Impact analysis on the memory sector At present, Samsung and SK hynix have also suspended their supply of product to Sugon If Sugon can clarify procured memory is not used for supercomputing, domestic server products, etc, the parties will be able to reach a consensus for shipment In the long run, Korean companies are evaluating whether they need a written commitment from each customer to disavow using purchasing memory products in supercomputers Therefore, some memory shipments may be affected before documents are signed The industry generally believes that market inventory remains relatively abundant and there will be no substantial damage to the market in the short term As far as SSD is concerned, the greatest utilization remains in the category of AI/DL (Deep Learning), since most of the data trained from DL must be stored in faster and more convenient SSDs for use in inference scenarios If the suspension of shipments caused by the current ban cannot be rectified by relevant buyer agreements, the development of Chinese server manufacturers in related AI/DL fields may be hamstrung and a calamitous decline in the market penetration rate of enterprise SSDs from international manufacturers cannot be ruled out Impact analysis on the networking sector There are three reasons for a relatively minor impact assessment on the well-connected suppliers in the networking sector First, there are numerous networking suppliers and many of them are in China Since the demand for key components is relatively small, Chinese suppliers should be able to keep up Second, the mainstream process in this field is a mature process and future expansion is less restricted Third, from the perspective of supplier shipments, after foundry assembly, packaging, and testing, there are multiple distribution channels for the circulation of the final product and it will be difficult to determine whether terminals are military use However, from the perspective of long-term impact, there is a high probability that Chinese manufacturers will give priority to China's local supply chain in the future to ensure future supply This move will undoubtedly deepen the resistance of other suppliers' shipments to China, so it is necessary to open up multiple shipping channels to stabilize market share For more information on reports and market data from TrendForce’s Department of Semiconductor Research, please click here, or email Ms Latte Chung from the Sales Department at lattechung@trendforcecom For additional insights from TrendForce analysts on the latest tech industry news, trends, and forecasts, please visit our blog at https://insidertrendforcecom/

Press Releases
Global Top Ten IC Design House Revenue Spikes 32% in 2Q22, Ability to Destock Inventory to be Tested in 2H22, Says TrendForce

2022/09/07

Semiconductors

According to the latest TrendForce statistics, revenue of the top ten global IC design houses reached US$3956 billion in 2Q22, growing 32% YoY Growth was primarily driven by demand for data centers, networking, IoT, and high-end product portfolios AMD achieved synergy through mergers and acquisitions In addition to climbing to third place, the company also posted the highest annual revenue growth rate in 2Q22 at 70% Qualcomm continues in the No 1 position worldwide, exhibiting growth in the mobile phone, RF front-end, automotive, and IoT sectors Sales of mid/low-end mobile phone APs were weak but demand for high-end mobile phone APs was relatively stable Company revenue reached US$938 billion, or 45% growth YoY NVIDIA benefitted from expanded application of GPUs in data centers to expand this product category’s revenue share past the 50% mark to 535%, making up for the 13% YoY slump in its game application business, bringing total revenue to US$709 billion, though annual growth rate slowed to 21% AMD reorganized its business after the addition of Xilinx and Pensando The company’s embedded division revenue increased by 2,228% YoY In addition, its data center department also made a considerable contribution AMD posted revenue of US$655 billion, achieving 70% growth YoY, highest amongst the top ten Broadcom's sales performance in semiconductor solutions remained solid and demand for cloud services, data centers, and networking is quite strong The company’s purchase order backlog is still increasing with 2Q22 revenue reaching US$649 billion, an annual growth rate of 31% In terms of Taiwanese players, MediaTek maintained growth in the mobile phone, smart edge, and power IC sectors, but was stifled by sluggish sales of Chinese-branded mobile phones Revenue came in at US$529 billion, increasing 18% YoY Novatek, whose products mainly consist of display driver ICs, was impacted by declining terminal demand for panels and consumer products, its revenue falling to US$107 billion, or a decline of 12% YoY Novatek is one of two companies on the top ten ranking posting a revenue downtrend in 2Q22 Realtek's networking product portfolio performed well, Wi-Fi demand remained stable, but the company was still affected by weakness in the consumer and computer markets Company revenue was US$104 billion, and annual growth rate slowed to 12% Marvell's data center product expansion was successful, and the company’s revenue has increased quarterly for nine consecutive quarters 2Q22 revenue reached US$149 billion, or an increase of 50% YoY CIS revenue accounts for 80% of Will Semiconductor's semiconductor design business and 44% is used in smartphones Battered by China's lockdowns and poor mobile phone market conditions, total revenue fell to US$690 million, a decline of 16% YoY and greatest revenue drop among the top ten The company’s inventory even rose 108% YoY, again foremost among ranked companies Synaptics returned to the No 10 spot after a several quarter absence In addition to contributions from the acquisition of DSP Group, the company also focused on the development of a high-end product portfolio including automotive TDDI, Wireless Devices, VR, and Video Interface, pushing IoT business revenue to a 70% share, with revenue reaching US$480 million, for an annual growth of 45% TrendForce indicates, although the majority of IC design houses maintained annual revenue growth in 2Q22, due to overall economic uncertainty and poor consumer electronics market conditions, growth rates have slowed significantly and high inventory levels have gradually accumulated Moving into 2H22, downstream inventory has not been effectively eliminated IC design houses will have difficulties maintaining revenue growth due to a high preceding base period and poor market conditions Consumer IC products also need several quarters to regulate day sales of inventory and carry out destocking The annual growth rate of inventory must guard against again widening the gap with the annual growth rate of revenue and this will become a challenge for IC design houses testing their strategies for new product development, production planning, and product sales For more information on reports and market data from TrendForce’s Department of Semiconductor Research, please click here, or email Ms Latte Chung from the Sales Department at lattechung@trendforcecom For additional insights from TrendForce analysts on the latest tech industry news, trends, and forecasts, please visit our blog at https://insidertrendforcecom/

Press Releases
PMIC Demand Stable in 2H22 Considering Automotive Demand, Says TrendForce

2022/06/16

Semiconductors

According to TrendForce, market conditions in 1H22 were chaotic and there was disparate demand for chips of varying functionality Given the global development of electronic devices and power systems, overall demand for power management ICs (PMIC) is still relatively good PMICs are used in consumer electronics, communications, computing, industrial control, automotive and other fields In 2H22, supply and demand gradually diverged and demand for automotive Switching Regulators, Multi Channel PMICs was strongest According to TrendForce, there are various specifications and types of PMICs, including Linear Regulators, etc Even usage scenario dependent products such as Battery Charging & Management, Voltage References, and USB Power Delivery ICs all fall into this category In the field of consumer electronics, it was true that demand for linear regulators and switch regulators with relatively simple functions and structures in the panel, home appliance, and consumer notebook markets fell in 1H22 and orders are even forecast to be revised down by 15-30% However, multi channel PMICs with slightly longer lead times will experience price competition pressure in 2H22 as OEMs and ODMs control inventory to a level of less than 2 months As for the industrial control and automotive markets, these fields have always been vital battlegrounds ripe for conquest and demand higher requirements for PMIC voltage accuracy, temperature control, and reliability With the trend toward Industry 50 and automotive electrification, product pricing will maintain strength into 2H22 but this field is mostly dominated by IDM players that have been in the market for decades such as Texas Instruments (TI), Infineon, Analog Devices (ADI), STMicroelectronics (ST), ON Semiconductor (onsemi), etc, while the proportion of small and medium-sized Fabless operators is relatively low Looking at current delivery status, from the perspective of IDMs with a PMIC market share of more than 61%, due to comprehensive product portfolios, stable quality, and irreplaceability coupled with strong demand for production capacity, current lead time for new orders is still long, with average lead time for switch regulators at 36 to 46 weeks and 40 to 50 weeks for multi channel PMICs However, some existing orders with an original lead time of more than 52 weeks can be shipped 4 to 16 weeks earlier In addition, from the perspective of small and medium-sized Fabless operators, since they are not on the level of IDM manufacturers in terms of product specifications and application areas, lead time is generally shorter than that of large IDM manufacturers, usually no more than 28 weeks TrendForce indicates, during the major shortages of the past year, Fabless and IDM players shared in the dividends provided by shortage induced price hikes However, as wafer production capacity expands moderately and lead times are gradually normalized, dealers, agents, and small and medium-sized Fabless operators that originally increased their prices by 20-40% due to tight supply have naturally been under pressure to moderate pricing due to rapid accumulation of inventory Therefore, in various application fields in 2H22, Approved Vendor List (AVL) Preferred vendors will continue to maintain a balanced supply and demand status while Non-Preferred vendors with a single product type and limited application fields may need to reduce prices to ensure volume and sell inventory However, in general, demand for PMICs as a subset of all IC products is still relatively stable in 2H22 For more information on reports and market data from TrendForce’s Department of Semiconductor Research, please click here, or email Ms Latte Chung from the Sales Department at lattechung@trendforcecom For additional insights from TrendForce analysts on the latest tech industry news, trends, and forecasts, please visit our blog at https://insidertrendforcecom/ The Webinar, ”COMPUFORUM 2022 Webinar: Diverse Market Opportunities Generated by Applications of Cyber-Physical Systems” will start from June 15, 2022 The TrendForce research team including Mark Liu, Caron Ju, Bryan Ao, and Alex Chen will present speeches regarding memory, servers, and datacenters, respectively

Press Releases
World’s Top Ten IC Design Company Revenue Reached US$39.43 billion in 1Q22, Marvell Growth Rate Tops List, Says TrendForce

2022/06/09

Semiconductors

According to the latest TrendForce statistics, the top ten IC designers worldwide posted a combined revenue of US$3943 billion in 1Q22, or 44% growth YoY Qualcomm, NVIDIA, Broadcom ranked in the top three After the acquisition of Xilinx, AMD surpassed MediaTek in the fourth position In addition, according to TrendForce tracking of IC design industry trends, revenue generated by Will Semiconductor and Cirrus Logic was enough to be included in the top ten for the first time Benefiting from growth performance in handsets and RF front-end divisions in addition to its IoT and automotive divisions in 1Q22, Qualcomm's quarterly revenue reached US$955 billion, or 52% growth YoY, ranking number one in the world The expanded application of GPUs in data centers boosted this portion of NVIDIA's revenue to 454%, surpassing the 45% accounted for by its gaming business, combining for a total revenue of US$79 billion, or 53% growth YoY Broadcom's revenue from semiconductor solutions is substantial, including network chips, broadband communication chips, and storage and bridging chips Its business has maintained stable sales performance, with revenue reaching US$611 billion, or 26% growth YoY After the addition of Xilinx, AMD's revenue reached US$589 billion, or 71% growth YoY However, even excluding Xilinx, due to strong sales in its enterprise, embedded and semi-customized divisions, AMD's own business revenue still hit an all-time high of US$533 billion In terms of Taiwan-based companies, MediaTek’s Dimensity series processors have been shipped at volume and their product mix has been optimized successfully, pushing revenue to US$501 billion, or 32% growth YoY Novatek’s business is based on display driver IC and SoC Even though revenue was bogged down by sluggish panel demand, the company’s two major product lines still achieved annual growth of 31% and 43%, respectively, with a total revenue of US$128 billion, or 38% growth YoY Realtek made up for the relatively weak demand for consumer products through its dynamic commercial product portfolio which includes Ethernet chips, switch controllers, and WiFi chips, totaling revenue of US$104 billion, or 27% growth YoY Marvell jumped to sixth place this quarter, as its acquisition of cloud and edge data center networking solutions provider Innovium in October 2021 contributed 125% annual growth to its 1Q22 data center revenue, bringing total revenue to US$141 billion, or 72% growth YoY, highest among the top ten Will Semiconductor, a newcomer to the list, is headquartered in Shanghai, China Its semiconductor design and sales revenue accounts for approximately 851% of total revenue The company’s main products are CMOS image sensors, display driver ICs, and analog ICs Although it is affected by the mobile phone market and revenue fell 9% YoY, it still reached US$744 million, ranking ninth As for Cirrus Logic, headquartered in Texas, USA, the company has two major product lines: audio and mixed-signal After the acquisition of Lion Semiconductor in July 2021, Cirrus accelerated the improvement of its mixed-signal business, driving 1Q22 revenue to US$490 million, or 67% growth YoY, ranking tenth TrendForce indicates that 1Q22 rankings have changed due to strategic mergers and acquisitions by a number of players However, in addition to direct revenue growth brought about by acquisitions, it is still necessary for M&A synergy to be improved in the future Looking to 2Q22, as the traditional industry off-season dawns, coupled with the impact of rising inflation, the Russian-Ukrainian war, China's lockdowns, and weak consumer confidence, IC design companies with a high proportion of consumer electronics revenue will see unfavorable results This is evident from the M&A strategy employed by various industry players that has gradually diverted their product applications to markets such as high-performance computing, servers, data centers, and automotive electronics in an effort to diversify operational risks In addition, the performance of companies including Synaptics, LX Semicon, and Himax is also worth observing and rankings may change in 2Q22 The Webinar, ”COMPUFORUM 2022 Webinar: Diverse Market Opportunities Generated by Applications of Cyber-Physical Systems” will start from June 15, 2022 The TrendForce research team including Mark Liu, Caron Ju, Bryan Ao, and Alex Chen will present speeches regarding memory, servers, and datacenters, respectively 【Info】 When:Wednesday, June, 15 Where:COMPUFORUM 2022 Webinar (Free to access) For more information on reports and market data from TrendForce’s Department of Semiconductor Research, please click here, or email Ms Latte Chung from the Sales Department at lattechung@trendforcecom For additional insights from TrendForce analysts on the latest tech industry news, trends, and forecasts, please visit our blog at https://insidertrendforcecom/

Press Releases
Amid Rising Volume and Pricing, Top 10 IC Design Companies Post 2021 Revenue Topping US$100 Billion

2022/03/24

Semiconductors

According to TrendForce research, due to vigorous stocking of various terminal applications causing a shortage of wafers in 2021, the global IC industry was severely undersupplied This, coupled with spiking chip prices, boosted 2021 revenue of the global top ten IC design companies to US$1274 billion, or 48% YoY TrendForce further indicates three major disparities from the 2020 ranking First, NVIDIA surpassed Broadcom to take the second position Second, Taiwanese companies Novatek and Realtek rose to sixth and eighth place, respectively Originally ranked tenth, Dialog was replaced at this position by Himax after Dialog was acquired by IDM giant Renesas Qualcomm continues its reign as number one in the world, primarily due to 51% and 63% growth YoY in sales of mobile phone SoC (System on Chip) and IoT chips, respectively The addition of diversified development in its RF and automotive chip businesses were key to a 51% increase in revenue NVIDIA implemented an integration of software and hardware, demonstrating its ambitions in creating a "comprehensive computing platform" Driven by annual growth of gaming graphics card and data center revenue at 64% and 59%, respectively, NVIDIA successfully climbed to second place Broadcom benefited from the stable sales performance of network chips, broadband communication chips, and storage and bridging chips, with revenue growing 18% YoY AMD's computer and graphics revenue grew by 45% YoY due to strong sales of the Ryzen CPU and Radeon GPU and rising average selling price Coupled with accelerating demand from cloud companies, the annual revenue of AMD’s enterprise, embedded, and semi-customized divisions increased by 113%, driving annual growth of total revenue to 68% In terms of Taiwanese firms, MediaTek’s strategy of focusing on mobile phone SoC has produced miraculous results Benefiting from an increase in 5G penetration, sales performance of MediaTek’s mobile phone product portfolio surged by 93% and the company has committed to increasing the proportion of high-end product portfolios, resulting in 61% annual revenue growth Novatek's two major product lines of SoC and display driver IC have both grown significantly Due to improved product specifications, increased shipments, and beneficial pricing gains, revenue grew by 79% YoY, highest among the top ten Realtek has been driven by strong demand for Netcom and commercial notebook products, while the performance of audio and Bluetooth chips remains quite stable, conferring an annual revenue growth of 43% Himax joins the top ten ranking for the first time in 2021 Due to significant annual revenue growth in large-sized and medium/small-sized driver IC of 65% and 87%, respectively, and the successful introduction of driver IC into automotive panels, total revenue exceeded US$15 billion, or 74% YoY Looking forward to 2022, after AMD completes the acquisition of Xilinx, other players will fill out the rankings In the broader picture, intensifying demand for high-specification products such as high-performance computing, Netcom, high-speed transmission, servers, automotive, and industrial applications will create good business opportunities for IC design companies and drive overall revenue growth However, terminal system manufacturers face the correction of component mismatch issues In addition, growing foundry costs, intensifying geopolitical conflicts, and rising inflation will all be detrimental to global economic growth and may impact an already weakened consumer electronics market These are the challenges IC design companies face in 2022 and by what means can product sales momentum be maintained within existing production capacity, R&D efficacy strengthened, and chip specifications upgraded, will become the primary focus of development in 2022 For more information on reports and market data from TrendForce’s Department of Semiconductor Research, please click here, or email Ms Latte Chung from the Sales Department at lattechung@trendforcecom For additional insights from TrendForce analysts on the latest tech industry news, trends, and forecasts, please visit our blog at https://insidertrendforcecom/

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