Generally speaking, the chip is formed by a series of operations such as design, manufacture and encapsulation of integrated circuits. The process of chip manufacturing is like building a house with Lego, the existing design drawings, and then wafers as the foundation, after layering up the chip manufacturing process, and finally producing ic chips. However, without design, it is useless to have a strong manufacturing capacity. Therefore, ic design is equivalent to the architect who built the house, so the role is quite important.
In addition to the world’s top ten fab revenue rankings, jibang consulting company TuoJi Industrial Research Institute also announced the world’s top ten IC design industry in the first quarter of 2020 revenue and ranking.
Qualcomm overtook Broadcom to the top with $4.1 billion, up 10.2 percent from a year earlier, the report said. Broadcom came in second with revenue of $4.08 billion, down 2.4 percent from a year earlier. Nvito was third with revenue of $2.95 billion, up 39.6 percent from a year earlier.
In addition, MediaTek, AMD, Serings, Meiman, United Technologies, Ruiyan Semiconductor, and New Surprise are among the top 10.
In response to the change in rankings, qualm reported that Qualcomm benefited from the success of its 5G product strategy and the surge in telecommuting and teaching needs generated by the outbreak, as revenue emerged from a six-quarter recession.
Broadcom Semiconductor Division because of market competition and Sino-US trade friction, revenue showed five consecutive quarters of negative growth, making one or two ranking change.
Yao Jiayang, an analyst at Tuo-Yuan Industrial Research Institute, said Qualcomm successfully hit the mainland mobile phone brand’s flagship and high-end supply chain in the first quarter, coupled with the adoption of 5G RF front-end products, as well as the outbreak-driven demand for Netcom products, making Qualcomm’s revenue back to growth.
In addition to continuing to be affected by the U.S.-China trade friction entity list policy, but also by the main customer Apple’s recent decline in mobile phone shipments, can not effectively support the semiconductor division’s revenue performance.
Looking ahead to the second quarter, in the Sino-US trade friction again heating up and the impact of the outbreak still exists, Broadcom and Serings in the short term to show the trend of annual decline is inevitable, and the outbreak-driven network and pen demand is expected to continue, the relevant IC design industry in the second quarter is still expected to have a good performance.