The latest ranking of the top ten IC design companies in the world is released

TRENDFORCE Jibang Consulting stated that it benefited from the inventory of smartphones and laptop supply chain and entered the seasonal stock market.The company's revenue increased by 17.8%month -on -month, reaching a record high for US $ 44.74 billion.

Among them, under the AI boom, NVIDIA (Nvidia) has revenue and market share performance; the tenth place is promoted by smartphones, and the simulation IC supplier Cirrus Logic replaces the US PMIC factory MPS.

From the perspective of various revenue performance, the wave of beneficiaries AI and LLM (large language model) continued, driving NVIDIA's third quarter revenue to grown to US $ 16.51 billion, an increase of 45.7%month -on -month.Among them, the data center business has accounted for nearly 80 % of the revenue, which is the key momentum of the growth of NVIDIA business.

Qualcomm (Qualcomm) benefited from the new flagship AP Snapdragon 8Gen3 and the new Android camp smartphone launched in the second half of the year. The third quarter revenue increased by 2.8%, about 7.37 billion US dollars.Eclipse and decline to 16.5%.Broadcom's layout of AI server -related products has begun to ferment, such as AI ASIC chips, high -end Switch, Network Interface Cards, etc., and wireless product business entering seasonal stocking, offset the server storage, and broadband business. EqualThe impact of demand is still light, which drives the third quarter revenue to increase by 4.4%month -on -month, about 7.2 billion US dollars.

AMD (Chaowei) is equipped with 4th Gen Epyc Server CPU in the cloud and corporate clients, as well as seasonal stocks and seasonal stocking, and the revenue of data centers and client departments has grown.Losses have also driven the third quarter revenue to increase by 8.2%month -on -month to $ 5.8 billion.In response to the end brand customer inventory entered a healthy water level, MediaTek (MediaTek) received the need for component inventory replenishment needs of smartphone AP, WIFI6, mobile phone/laptop PMIC and other components. The third quarter revenue increased by 8.7%month -on -month to $ 3.47 billion.

Benefiting from the inventory of smartphone inventory, Cirrus Logic replaces MPS tenth place position

Marvell (Miyan Electronics) is also driven by cloud customer generation AI. Netcom high -speed transmission demand dividends, pushing the data center business growth, offset the impact of the decline in revenue in the field of enterprise Netcom, consumption and automobiles, and industrial control.The quarterly revenue reached 1.39 billion US dollars, an increase of 4.4%month -on -month.然而，虽AI相关订单急剧涌现，仍有部分终端消费复苏仍前景未明，如TV、网通等，客户多以短、急单方式备货，使得部分IC设计公司下半年营运承压，如Novatek（联Yong) and Realtek are affected by the client's in inventory in advance, and the outlook on the market conditions is conservative. In the third quarter, revenue decreased by 7.5%and 1.7%, respectively.

Will Semiconductor has benefited from the demand for stocking of Android smartphone parts and getting rid of the low tide period in the past quarterly inventory. The third quarter revenue reached 750 million US dollars, an increase of 42.3%month -on -month.The tenth place has changed this time, and it is also affected by the seasonal factors of smartphone components. The third quarter revenue of the US simulation IC factory Cirrus Logic increased by 51.7%to 480 million US dollars, squeezing MPS.

Overall, with the gradual improvement of each terminal inventory water level, the seasonal stocking of smartphones and laptops in the second half of the year has a moderate recovery of the seasonal stocking. At the same time, the global construction of the LLM trend is from CSP, Internet companies and private enterprises.Small enterprises have also invested in generating AI deployment and development. Therefore, TrendForce Ji State Consultation expects that the revenue of the top ten IC designers in the world in the fourth quarter will continue to rise.

About Sanquan Technology
Shenzhen Sanquan Asia -Pacific Technology Co., Ltd. was established in 2000. It is an IC agent of Asian integrated circuits. It has more than 200 agent distribution product lines and is selected by many customers. It is reliable supplier of integrated circuit ICs and electronic components.Sanquan Technology Supply HBM's three major memory manufacturers in the world, SK Hynix, Micron and Samsung.The excellent domestic Yangtze River storage is also its customers.It can be seen from this that Sanquan Technology's product competitiveness.In addition, the brands of Sanquan Technology's agency distribution include Richtek, ON, Microchip, TI and so on.