Trendforce: Nvidia’s Q2 revenue increased 68.3% quarter-on-quarter, surpassing Qualcomm and successfully ranking among the global IC design companies

According to news from this website on September 24, Trendforce’s latest research report shows that thanks to the AI ​​boom, Nvidia officially replaced Qualcomm as the global IC design leader in the second quarter, and the rankings of other manufacturers did not fluctuate.

Trendforce analysts pointed out that the top ten IC design companies in the world in the second quarter were affected by the AI ​​craze, which has deeply driven the preparation of related supply chains. Revenue reached US$38.1 billion (note on this site: currently approximately 278.13 billion yuan), a month-on-month increase of 12.5%.

TrendForce expects that the world's top ten IC design revenue will continue to have double-digit quarterly growth in the third quarter, and the output value is expected to hit a new high.

Individually, 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.

In addition, the independent business of games and professional visualization also increased, with overall revenue in the second quarter reaching US$11.33 billion (approximately 82.709 billion yuan), a month-on-month increase of 68.3%. Overall, it surpassed Qualcomm and Broadcom and became the world's leading IC design company

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Qualcomm's second quarter due to Android Due to the sluggish demand for smartphones in the camp and the early shipment of Apple modems, overall revenue decreased by 9.7% month-on-month to approximately US$7.17 billion (currently approximately RMB 52.341 billion).

Although Broadcom benefited from the sales of high-end switches and routers catalyzed by generative AI, its network communications business increased by about 9% month-on-month. However, its server storage, broadband and wireless business revenue faced decline, so the overall revenue in Q2 Roughly the same as the previous quarter, about $6.9 billion.

Due to declines in game graphics card sales and embedded business in the second quarter, AMD's overall second-quarter revenue was roughly the same as the previous quarter, about $5.36 billion

Some components of MediaTek , such as TV chips, WiFi chips, etc., inventory levels have gradually stabilized. Coupled with urgent orders for TVs, shipments and inventory replenishment related to mobile phones, smart terminal platforms, power management ICs and other platforms, revenue in the second quarter increased by 1.5%, reaching US$3.2 billion

########################################### Marvell Electronics' second-quarter revenue decreased by 1.4% quarter-on-quarter to approximately US$1.33 billion; Novatek's revenue increased by 24.7% quarter-on-quarter to US$987 million; Realtek's revenue increased by 32.6% quarter-on-quarter to US$856 million; Weir Semiconductor and MPS' revenue respectively were 530 million yuan and 440 million US dollars, both decreased month-on-month. ######Advertising Statement: This article contains external jump links (including but not limited to hyperlinks, QR codes, passwords, etc.), which are intended to provide more information and save screening time. The results are for reference only. Please note that all articles on this site contain this statement###

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