Market chief Qualcomm noticed growths in its smartphone, RF entrance finish, IoT, and automotive departments in 1Q21, throughout which it posted a income of USD 6.28 billion, a 53.2% enhance YoY, inserting Qualcomm firmly in the primary spot. Coming in second place is Nvidia, which overtook Broadcom with USD 5.17 billion in income. Nvidia’s income efficiency can primarily be attributed to huge gaming graphics card demand generated by the cryptocurrency market and the keep-at-residence financial system. In addition, Nvidia’s Cloud & Data Center enterprise additionally noticed constructive growths in 1Q21, thereby contributing to its income for the quarter as properly.
Broadcom, ranked third on the highest 10 checklist, posted a USD 4.49 billion income in 1Q21. Broadcom’s efficiency befell on the again of the bullish broadband telecom market, with growths in passive fiber optics and wired networking for information transmission. AMD, alternatively, continued to profit from the keep-at-residence financial system and different such market calls for, in addition to its rising foothold in the server market. The firm skilled rising market shares and led its rivals with a formidable 92.9% YoY enhance in income, the very best on the highest 10 checklist. It needs to be identified that the intense volatility of the cryptocurrency market, in addition to the strict surveillance insurance policies imposed on cryptocurrency buying and selling by a number of nations, could introduce uncertainties in the way forward for gaming graphics card income for each Nvidia and AMD.
Regarding the efficiency of Taiwanese IC design corporations, MediaTek’s smartphone enterprise unit registered a outstanding 149% YoY development in income primarily on account of excessive demand from Chinese smartphone manufacturers, which have been significantly aggressive in seizing Huawei’s former market share. Furthermore, as Qualcomm’s current efficiency in the entry-stage and mid-vary smartphone markets remained comparatively lackluster, MediaTek due to this fact aimed to fulfill demand from its smartphone shoppers as its chief aim on a macro stage. As a end result, MediaTek’s income for 1Q21 reached about USD 3.81 billion, an 88.4% YoY enhance, inserting the corporate in the fourth spot.
Novatek derived its efficiency from excessive element demand from producers of IT merchandise, TVs, and smartphones. In view of the present scarcity of foundry capability and rising costs of foundry companies, Novatek has been ready to keep a secure provide of elements through elevated costs due to its longstanding, secure, and versatile strategic relationships with Taiwanese foundries (UMC, VIS, and TSMC), China-based Nexchip, and Korea-based Samsung LSI. Hence, Novatek leapfrogged each Marvell and Xilinx for the sixth place whereas rising its income for 1Q21 by 59.4% YoY.
On the entire, the second wave of the COVID-19 pandemic in India, which has resulted in decreased manufacturing targets for Chinese smartphone manufacturers, just isn’t anticipated to drastically have an effect on IC design corporations’ element demand in 3Q21 due to the next components: First, worth hikes of foundry companies have already been mirrored in chip costs; secondly, market demand for gadgets stays excessive; and eventually, Chinese smartphone manufacturers nonetheless want to keep a secure stage element stock, as they’ve but to resolve the discrepancies amongst their varied supplies’ sufficiency ranges.
Incidentally, though some anticipate that the current unfold of COVID-19 amongst KYEC staff could influence the procurement actions of IC designers which can be a part of KYEC’s clientele, TrendForce’s investigations of monetary experiences from varied corporations in April and May point out that infections in KYEC amenities will unlikely end result in main impacts on the revenues of IC designers in 2Q21.
Revenue rating of high 10 IC design corporations, 1Q21 (Unit: million USD)
| Rank | Company | 1Q21 Revenue | 1Q20 Revenue | YoY Growth |
| 1 | Qualcomm | 6,281 | 4,100 | 53.2% |
| 2 | Nvidia | 5,173 | 2,946 | 75.6% |
| 3 | Broadcom | 4,489 | 4,082 | 18.8% |
| 4 | MediaTek | 3,805 | 2,019 | 88.4% |
| 5 | AMD | 3,445 | 1,786 | 92.9% |
| 6 | Novatek | 894 | 560 | 59.4% |
| 7 | Xilinx | 851 | 756 | 12.6% |
| 8 | Realtek | 822 | 528 | 55.6% |
| 9 | Marvell | 821 | 702 | 16.9% |
| 10 | Dialog | 366 | 249 | 47.2% |
