© dmitry bomshtein dreamstime.com Analysis | December 06, 2019
Revenue ranking of global top 10 IC design companies
The newest analysis from TrendForce shows that several U.S.-based IC design companies experienced continually expanding losses in 3Q19 revenue because of the ongoing China-U.S. trade war and because Huawei had yet to be removed from the Entity List.
Of the U.S.-based companies, Qualcomm demonstrated the greatest revenue loss with a 22% decline. According to TrendForce senior analyst C.Y. Yao, market leader Broadcom’s revenue was significantly impacted by the fact that the company’s largest customer Huawei was still on the Entity List. Broadcom suffered three consecutive quarters of revenue drops, with the largest drop being 12.3% in 3Q19. Second-ranked Qualcomm also fell victim to the China-U.S. trade war, as Huawei kept raising its shipment of chipsets by pairing in-house chipsets with its cellphones, compressing the market shares of other Android phone brands and directly impacting Qualcomm’s chipset revenue. As well, Qualcomm faced intense pressure from MediaTek and China-based mobile chipset manufacturer Unisoc, in addition to the overall smartphone market not yet seeing a demand for 5G devices, diminishing Qualcomm’s 3Q19 revenue by 22.3% YoY – the largest decline among the top 10 IC design companies. By maintaining careful control over its inventory of gaming graphics cards, third-ranked Nvidia was able to reduce its 3Q19 drop in revenue compared to the previous two quarters to a 9.5% decline YoY. AMD and Xilinx were the only two among all U.S.-based IC design companies to display revenue increases. As a result of the continuing shortage of Intel CPUs, AMD was able to expand its shares in the notebook and PC markets and subsequently increase its 3Q19 revenue by 9% YoY. On the other hand, all product lines offered by Xilinx showed performance growths, including data centers, industrial solutions, network communications, and automotive solutions. Xilinx kept up its double-digit revenue growth in 3Q19 with an 11.7% increase YoY. Seventh-ranked Marvell registered excellent 1H19 revenues owing to the recent greater-than-expected demand for its storage solutions. However, this demand became weakened in 3Q19. Furthermore, the entity-list-impacted Huawei had been a major customer of Marvell’s networking chip business. As a result, Marvell posted a 3Q19 revenue decline of 16.5% YoY. As the highlight of Taiwan-based companies, Realtek notched a growth of 30.5% YoY in 3Q19, thanks to its audio, Ethernet, and TV product sales. MediaTek’s 3Q19 revenue, calculated in USD, declined by 1.4% YoY, but this decline became a minor growth of 0.3% when converted into NTD because of the strong sales in the smartphone market and a resurging demand in the consumer electronics market. Due to the poor performances of the top three U.S.-based IC design companies, the overall revenue of the global IC design industry in 2019 shows a trend of decline. However, should U.S.-based companies manage to redirect their operations to sidestep restrictions posed by the China-U.S. trade war, the IC design market is projected to return to growth in 2020, given the expected recovery of the market for devices such as servers and smartphones, and emerging 5G and AI technology. 3Q19 revenue ranking of top 10 ic design companies (million USD)
For more information visit Trendforce
For more information visit Trendforce
U.S. polysilicon makers laud Phase 1 of China deal The United States’ three remaining manufacturers of polysilicon expressed appreciation to President Trump and praised U.S. negotiators for securing the Chinese commitment to purchase U.S. polysilicon in the first phase of the U.S.-China trade deal.
Dupont explores divestiture of electronics unit Following its recent USD 26.2 billion deal to sell off its nutrition business, DuPont de Nemours Inc. is weighing a divestiture of its electronics unit, according to people familiar with the matter.
AMD bolsters exec leadership team AMD has announced several promotions and one new hire to its senior leadership team, in an effort to enable the company’s continued growth in the high-performance computing, graphics and visualization technologies market.
Webasto opens new battery centre in Jiaxing Webasto has inaugurated its new roof plant and battery center in Jiaxing (Zhejiang Province) close to Shanghai.
Panasonic to expand its manufacturing footprint in India Panasonic is looking to build a new wiring device factory in southern India. The new factory is scheduled to start production in autumn 2021, responding to the increased demand in the country.
Season Group strengthens wireless R&D & manufacturing capability Season Group has invested in, and installed, two high-speed and high-precision wireless communication testers - Rohde & Schwarz’s R&S CMW500 Wideband Radio Communication Tester and R&S CMW100 Communications Manufacturing Test Set.
Rocket Lab expands capabilities in So Cal Rocket Lab announced this week it will open a new facility to serve as its corporate headquarters and provide increased production capacity.
PCB Piezotronics unveils new clean rooms PCB Piezotronics Inc., a wholly owned subsidiary of MTS Systems Corporation, has announced the completion of environmentally controlled clean rooms at their DePew, New York facility.
European loudspeaker company brings production back home Difficulties manufacturing smaller design series among reasons for the decision to return back to base.
China only region to register pure-play foundry market growth Rise of China-based fabless IC suppliers offers increased opportunities for foundries, IC Insights states in a recent report.
Mycronic receives first SLX order Swedish production equipment specialist, Mycronic, has recieved their very first order of its mask writer SLX.
600 new German jobs as VARTA expands production again The lithium-ion battery market continues to experiencing growth, currently the market is poised to continue to move forward with an annual growth of about 30% – and VARTA wants a big piece of the pie.
FTG achieves S9100D certification at acquired PCB fab Firan Technology Group Corporation has completed and received AS9100D Certification from SAI Global Ltd. for its recently acquired PCB manufacturing facility located in Fredericksburg, Virginia USA (formerly Colonial Circuits Inc.).
Dutch block sale of technology, China miffed Following ASML’s denial of an export license by the Dutch government to sell a piece of critical chip-making technology to the Chinese, China’s ambassador to the Netherlands has issued a statement expressing his country’s displeasure.
DuPont aids S. Korea in photoresist shortage The office of Korea’s Ministry of Trade, Industry, Sung Yun-mo, met with DuPont President Jon Kemp last week to confirm DuPont’s investment in the country’s need for diversification of its EUV photoresist supply.
Volvo building U.S. battery assembly plant In preparation for bringing a new line of electric vehicles to the U.S. market, Volvo announced it will build a battery assembly plant at its existing facility in Ridgeville, South Carolina.
New game consoles expected to trigger demand surge for graphics DRAM and SSD's TrendForce expects the year-end release of new generation game consoles to trigger a demand surge of graphics DRAM and SSD's during the second half of 2020.
A new year begins with new machinery at Swedish Microwave In Motala, Sweden sits Europe’s oldest manufacturer of Low Noise Block down-converters (LNB) for the global satellite market, namely Swedish Microwave (SMW). The company is now kicking off 2020 with an investment in production.
Lucid eyeing April reveal of pre-production sedan Luxury EV manufacturer Lucid has announced that production is underway in Silicon Valley of 80 beta prototypes of its luxury sedan, Lucid Air, to be unveiled in April in New York City.
Ideal Industries moving the ball forward at Cree Following its March announcement that Cree had sold off the entirety of its lighting business to Ideal Industries in a USD 310 million deal, Ideal said it would remain dedicated to pumping investment dollars into the now privately-held Cree Lighting.
Former pSemi exec and CEO Jim Cable retires pSemi Corporation has announced the retirement of former CEO and long-term executive Jim Cable.
Rohde & Schwarz inks agreement to use Benchmark's muscles The German electronics group has signed a strategic agreement with US EMS provider, Benchmark Electronics, to enhance its manufacturing capacities.
Stoneridge appoints new VP of operations Stoneridge Inc. has announced Kevin Heigel as its new vice president of operations.
Gartner: Worldwide semiconductor revenue declined 11.9% in 2019 Intel reclaimed top spot in global semiconductor market; Samsung moved to no. 2.Load more news