May 2024 News: TrendForce, a market research organization, released the top 10 global chip design manufacturers in 2023. The total revenue of these ten companies reached 167.642 billion US dollars (about 1.21 trillion yuan), a year-on-year increase of 12%. [Note: The list does not include chip design manufacturers with their own wafer factories into the statistical scope, that is, Intel and Samsung Electronics that adopt the IDM (vertically integrated manufacturing) model]
Dai Weili, Zhou Xiuwen
MPS replaces Cirrus Logic, an American company dedicated to the design, development, manufacturing and sales of high-performance analog integrated circuits and mixed-signal integrated circuits, which are widely used in automotive electronics, cloud computing, storage, communications, industry, consumer electronics and other fields.
Will Semiconductor continued to rank ninth, with revenue up 3% year-on-year to $2.525 billion last year. Only 4 companies in TIO10 have achieved revenue growth, and Weir Semiconductor is one of them, mainly due to the substantial growth of CMOS (image sensor chip) business, and mid-to-high-end flagship phones are generally equipped with OmniVision CMOS, such as Huawei Nova12, Nova12Pro, Nova12Ultra, Pocket2, etc.
Novatek and Realtek from Taiwan swapped places. The former is the world's leading manufacturer of flat panel display driver ICs, and its products are widely used in TVs, monitors, notebook computers, mobile phones, automobiles and other fields. The latter was affected by factors such as a sharp decline in shipments in the PC market, and its revenue decreased by 19% to US$3.053 billion.
Marvell, headquartered in Santa Clara, California, is co-founded by Indonesian Chinese Sehat Sutardja, his wife Weili Dai and brother Pantas Sutardja, and is mainly engaged in the manufacture of storage, communication and consumer electronics ICs.
AMD's revenue fell 4% to $22.68 billion last year, with only the data center business and embedded business contributing 17% through the acquisition of Xilinx. However, with the launch of the MI300 series of AI GPUs, it is expected to drive revenue growth.
Affected by the downturn in the smartphone market, MediaTek's revenue was $13.888 billion, down 25% year-on-year. On May 7, at the Dimensity Developer Conference 2024, MediaTek officially released the Dimensity 9300 flagship 5G generative AI mobile chip. Based on TSMC's third-generation 4nm process, it adopts an all-large-core CPU architecture and supports mainstream AI models such as Alibaba Cloud Tongyi Qianwen, Baichuan Model, Wenxin Model, Google Gemini Nano, and Zero One Everything.
Broadcom continued to rank third, with revenue increasing 7% year-on-year to $28.445 billion (computing semiconductor division only), with a good harvest in the layout of artificial intelligence server-related products, and AI chip-based solutions accounted for nearly 15% of revenue.
Qualcomm (Qualcomm) was also affected by the recession of the smartphone market, with revenue of $30.913 billion in 2023 (QCT only), a sharp decrease of 16% year-on-year, thus losing the top spot. At present, the company is actively expanding the automotive chip market, and although the growth is rapid, it is still quite far from becoming the main revenue force of Apple. Qualcomm predicts that the revenue of the automotive market will double by 2030.
NVIDIA (NVIDIA) became the world's largest chip design manufacturer in terms of revenue for the first time, achieving revenue of 55.268 billion US dollars (about 399.2 billion yuan) last year, and one company contributed one-third of the revenue, a year-on-year increase of 105%, which is the fastest growth rate among the top ten IC design manufacturers; The market share climbed to 33 percent, up from 18 percent the previous year.
Nvidia is one of the biggest beneficiaries of this wave of artificial intelligence, with strong sales of H100 AI GPUs and now accounting for more than 80% of the AI accelerator market share. With the mass production of H200 and B100/B200/GB200 series chips based on the Blackwell architecture, the company's revenue will continue to rise.