According to TrendForce’s newest investigations, Qualcomm was capable of overtake Broadcom for the main place within the high 10 checklist primarily as a result of two causes: First, the sudden demand surge for community gadgets; and second, Apple’s resolution to as soon as once more undertake Qualcomm’s baseband processors. Incidentally, US sanctions in opposition to Huawei additionally prompted different smartphone manufacturers to ramp up their manufacturing volumes in an try and seize extra market shares. Taken collectively, these elements collectively drove up Qualcomm’s income final 12 months. Likewise, though the US-China commerce conflict hampered Broadcom’s performances in 1H20, its smartphone RF front-end turned an important a part of Apple’s provide chain in 2H20. Even so, Broadcom fell to second place within the rankings, since its income development was comparatively minor. The Mellanox acquisition considerably bolstered the depth and breadth of Nvidia’s information middle options, which generated almost US$6.four billion in income, a 121.2% improve YoY. Owing to its information middle options and gaming graphics playing cards, which carried out effectively out there, Nvidia posted the best YoY income development among the many high 10 corporations, at 52.2% as beforehand talked about.
The three Taiwanese corporations delivered exceptional performances as effectively. In explicit, MediaTek’s income underwent a 37.3% YoY improve in 2020, an awesome enchancment over the 1% YoY improve in 2019. MediaTek’s development final 12 months happened as a result of a number of causes, together with the skyrocketing demand for notebooks and networking merchandise, the success of MediaTek’s 5G smartphone processors, and improved specs in addition to price optimizations for MediaTek’s networking merchandise. Novatek’s income grew by 30.1% YoY, because the US-China commerce conflict and the stay-at-home economic system caused by the pandemic resulted in sturdy gross sales of its driver ICs and TV SoCs. Finally, Realtek benefitted from the excessive demand for its numerous choices, most notably networking merchandise and notebooks, though gross sales of its audio merchandise and Bluetooth chips have been additionally respectable. Realtek’s income elevated by 34.1% YoY.
Capitalizing on the capability limitations of Intel’s 10 nm course of, AMD made important inroads within the pocket book, desktop, and server CPU markets, leading to a $9.7 billion income, a exceptional 45% improve YoY. Although Xilinx’s income declined by 5.6% YoY within the wake of the US-China commerce conflict, latest QoQ adjustments in Xilinx’s income present that the corporate is effectively on its solution to restoration going ahead.
Although vaccines are being administered throughout the globe for the time being, the pandemic has but to indicate any indicators of slowdown in 1Q21. While gadget producers stay lively in procuring elements, the scarcity of foundry capacities is predicted to persist all year long. IC design corporations are prone to elevate IC quotes given the necessity to guarantee enough foundry capacities allotted to IC merchandise, in flip propelling IC design income to new heights in 2021.
