According to the latest report from TrendForce,In the first quarter of 2025, the combined revenue of the world's top ten fabless IC design manufacturers increased by approximately 6% quarter-on-quarter to US$77.4 billion, a record high.Among them, NVIDIA relies on its leading position in the field of AI data centers.Revenue in the first quarter exceeded US$42.3 billion, a quarterly increase of 12% and an annual increase of 72%, accounting for 55% of total revenue and continuing to rank first.
Ranked second is Qualcomm, whose first-quarter revenue was US$9.47 billion. Due to the decline in mobile phone business due to the off-season, and the potential impact of an increase in the proportion of Apple's self-developed chips, Qualcomm's overall revenue fell by 6% quarterly.
Broadcom relied on its in-depth layout in the field of AI network interconnection solutions. In the first quarter, its semiconductor revenue reached US$8.34 billion, an annual increase of 15%, ranking third.
AMD ranked fourth, with first-quarter revenue of US$7.44 billion, a quarterly decrease of 3%, but still an increase of 36% year-on-year in 2024.
MediaTek relied on the growth in demand from mainland Chinese mobile phone customers for its Dimensity 9400+ and Dimensity 8000 series, as well as the increase in the average sales unit price of mobile phone SoCs. First-quarter revenue reached US$4.66 billion, ranking fifth.
Realtek's revenue increased by 31% quarter-on-quarter to more than US$1.06 billion due to increased inventory by PC customers, increased penetration of Wi-Fi 7 and growing demand for automotive Ethernet.
OmniVision Group (Vail)'s revenue fell 2% quarter-on-quarter to US$730 million due to the off-season for smartphones in the first quarter. However, the company has made significant progress in the fields of image sensors and automotive electronics.