According to TrendForce’s latest report, AI has stimulated a boom in stocking related supply chains.In addition to driving the revenue of the world's top ten IC design companies to US$38.1 billion in the second quarter, a month-on-month increase of 12.5%, it also promoted Nvidia to officially replace Qualcomm as the global IC design leader in the second quarter.Judging from the performance of each company's revenue in the second quarter, NVIDIA benefited from global CSPs (cloud service providers), Internet companies and enterprise generative AI, and large-scale language model import application demand, and its data center revenue increased by as much as 105% quarterly.
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JD.com NVIDIA series product summary
In addition, revenue from two businesses, gaming and professional visualization, also continued to grow driven by new products.In the end, Nvidia's overall revenue in the second quarter reached US$11.33 billion, an increase of 68.3% from the previous quarter. Overall revenue surpasses Qualcomm and Broadcom to become the world's leading IC design company.
As of the close of trading on Friday, September 22, Nvidia’s latest market value was 1.03 trillion, ranking first in the industry.
In the second quarter, due to factors such as sluggish demand for smartphones in the Android camp, Qualcomm's overall revenue decreased by 9.7% from the previous quarter to approximately US$7.17 billion, ranking second.
Although Broadcom benefited from the sales of high-end switches and routers catalyzed by generative AI, its Netcom business grew by about 9% quarter-on-quarter. However, after offsetting the decline in server storage, broadband and wireless business revenue, the overall revenue in the second quarter was roughly the same as the previous quarter, about US$6.9 billion, ranking third.
Due to the decline in gaming GPU sales and embedded business in the second quarter, AMD's overall second quarter revenue was roughly the same as the previous quarter, approximately US$5.36 billion, ranking fourth.
After several quarters of inventory correction, MediaTek's inventory levels of some components such as TVSoC and WiFi have gradually turned healthy. Coupled with urgent TV orders, shipments and inventory replenishment related to platforms such as mobile phones, smart terminal platforms, and power management ICs have also started one after another, driving second-quarter revenue to grow to US$3.2 billion, ranking fifth.
The following ranking of the world's top ten IC design companies in the second quarter of 2023: