Demand for AI servers surges! The rising trend of interface chip volume and price is confirmed, and a list of listed companies benefiting from it

The agency pointed out that the AI ​​era is turbulent, and massive data has created huge demand for computing power, driving the demand for AI servers to increase day by day., interface chips used for internal and external data transmission in the server will also follow. rising.

According to TrendForce data, AI server shipments will be about 130,000 units in 2022, accounting for about 1% of global server shipments. Looking forward to 2023, Microsoft, Meta, Baidu and ByteDance have successively launched products and services based on generative AI and are actively With additional orders, it is estimated that the annual growth rate of AI server shipments in 2023 will reach 15.4%.

Chip giant NVIDIA expects a significant increase in generative AI and supercomputing supply in 2023H2 to confirm demand,

The trend of rising volume and price of interface chips is confirmed. CREDO, the global SerDes chip leader, said that the high-speed interface market size corresponding to the company's products is expected to grow from US$2 billion in 2022 to US$5 billion in 2025. Data center chip giant Marvel Technology said the company's AI-related revenue will at least double from $200 million in fiscal 2023, and double again in fiscal 2025. It is worth mentioning that Nvidia announced 2023Q1 results after the market closed on May 24th, Eastern Time, that exceeded expectations. The stock price once soared by nearly 30% after the market closed. US stock interface chip companies also rose sharply. In terms of A shares, Longxun Co., Ltd., which is engaged in the research, development and sales of high-speed mixed-signal chips, has seen its largest cumulative share price increase of 54.49% since May 8th. Guosheng Securities Zheng Zhenxiang and others reported in a research report on May 28 that

high-speed transmission is indispensable in the AI ​​era

, and the space for interface chips is vast. Interface chips are the crown jewel of IC design, with a high monopoly pattern. Domestic interface chip design companies continue to achieve breakthroughs, and are expected to enjoy a good competitive landscape and a broader market space in the AI ​​era. Minsheng Securities analyst Fang Jing and others reported in a research report on May 10 that the increasing demand for connections and drivers for various external devices of servers will expand the market space for multiple interface chips, such as USB ( (used to connect mice, etc.), SAS (used to connect storage devices), SATA (used to connect drives), etc.

CICC Cao Jiatong and others stated in a research report on May 16 that interface chips are mostly general-purpose chips, which are widely used in downstream communications, automobiles, consumer electronics and other fields. At present, the global interface chip suppliers are mainly overseas leading companies such as Texas Instruments and NXP, and the competitive landscape is concentrated; at the same time, because interface chips account for a small amount of the revenue of leading overseas companies, most companies focus on differentiation in segmented fields. Professional colors stand out. We are optimistic about the continuous transformation and innovation of downstream multi-scenario applications to build high-speed transmission interface chip market high growth space.

According to incomplete statistics from the Financial Associated Press, A-share listed companies involved in interface chips include

Montage Technology, Diao Micro, Longxun, VeriSilicon, Yutai Micro, etc. The details are as follows ：

What cannot be ignored is that industry insiders have analyzed that the supply chain shows that IC fabless manufacturers expect demand for high-speed interface chips to pick up in the second half of 2023, but

still faces inventory shortage pressure in the short term. In addition, despite the rapid growth of the AI ​​server market, the overall shipment volume is still small. TrendForce predicts that AI servers will account for nearly 9% of overall server shipments in 2023, and the proportion is expected to increase to 15% by 2026. TrendForce said, "its impact on revitalizing the sluggish server market is still quite limited."

Source: Financial Associated Press

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