Today, Tuo Industrial Research Institute released the revenue and ranking of the top ten IC design companies in the first quarter of 2020.
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Qualcomm is mainly benefited from 5G product strategy, and Tuo Industrial Research Institute analyst Yao Jiayang said that Qualcomm successfully entered the flagship and high-end supply chain of many land-mobile phone brands in the first quarter, plus 5G RF front end The use of the product is improved. In addition, the emergence of remote office and teaching demand has increased sharply, which makes the Qualcomm revenue to get rid of the trend of the 6-quarterly recession, and boarded the list.
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Broadcom semiconductor sector is due to market competition and the impact of China-US trade disputes, and is also affected by the main customers' Apple's recent mobile phone shipments, and cannot effectively support the revenue performance of the semiconductor sector. These have enabled the company's revenue to show a negative growth in a consecutive season and fall into the second.
Source: Tuo Industrial Research Institute
However, for the second quarter of Bo Tong, many industry people have optimistic attitudes. The investigation institutions Argus recently said that Bo Tong was not impacted by the new coronal pneumonia epidemic, showing the company's business firm, its market advantage is worth investoring.
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ARGUS analyst Jimkelleher said that there are many places worthy of the second quarter of Bo Tong, not only the revenue is not expected, but the company's infrastructure software department records two-digit growth, thus offset the slight decline in the semiconductor sector. Despite the epidemics, many companies were sold by hit, but BoTong's revenue growth was further expanded with the help of the acquisition.
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The cloud operation supplier actively invests in a large amount of influx, which provides the equipment of the equipment, driving the 2nd quarter camp to carry out better than the market expectation.
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In addition to benefiting from the home economy, Boyong has other benefits, although Apple did not disclose when to start selling 5G iPhone, Kelleher speculated that the final release of the 5G iPhone will "dramatically drive a new wave of smart phones."
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In this list, the performance of AMD and NVIDIA remains robust, and the first quarter, the annual growth rate of 40.4% and 39.6% respectively.
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Ying Weida is quite strong in the game graphics card and the data center, while AMD's 7nm processor product line revenue continues to grow. Plus electric products will benefit from new crown pneumonia to drive remote work sharply, in the top ten IC design Growth rate in the industry.
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In the fourth place in the fourth United States, the market proportional to the 4G mobile phone market has driven revenue growth.
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Xilinx's ranking is still steady, and the revenue is attenuated in the same year in the event of an international trade restricted impact.
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The MARVELL will be benefited from Netcom and 5G infrastructure, and it is less affected by China and the United States.
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China Taiwan's Novatek has recently been eye-catching, especially in the smartphone OLED display driver chip and TV SOC market has a good performance.
Reprinted from molar core.
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