Broadcom overtakes Qualcomm in fabless listing

Author: EIS Release Date: Sep 8, 2020


Broadcom overtook Qualcomm in Q2 to be the world’s No.1 fabless company, says TrendForce.

Qualcomm’s upward momentum in 2Q20 was constrained due to the delayed release of Apple’s latest iPhones. New product releases by Apple during third quarters had typically contributed to Qualcomm’s Q2  revenues in the past.

However, while Qualcomm had 6.7% revenue growth YoY in 2Q20, Broadcom had a 6.8% YoY decline.

Nvidia, now with Mellanox revenues, increased its revenue by 47.1% YoY, the highest percentage growth in the top 10 list.

AMD scored the second highest YoY percentage growth in 2Q20, at 26.2%, behind Nvidia, due to the outstanding receptions of its Ryzen and EPYC processors in the notebook and server markets, respectively.

Xilinx, for the first time ever, had a double digit decline after taking hits in the networking  and automotive markets.

Dialog saw decreased revenue from its custom mixed-signal IC, leading to a YoY decrease of 10.1% in overall 2Q20 revenue.

HiSilicon’s new Kirin processors to be released in 2H20 are expected to be the final mobile processors released by the company.

MediaTek and Realtek had revenue growth of 14.2% and 18.8%, respectively.