Top ten fabless grow 44% y-o-y in Q1

Author: EIS Release Date: Jun 23, 2022

The top ten fabless chip companies saw Q1-revenues rise 44% y-o-y to $ 39.43 billion, says TrendForce.

 

Qualcomm, NVIDIA, Broadcom were the top three.

 

After the acquisition of Xilinx, AMD overtook MediaTek to take the fourth position.

 

Will Semiconductor and Cirrus Logic entered the top ten for the first time.

 

Qualcomm’s quarterly revenue reached $9.55 billion, or 52% growth YoY, ranking number one in the world.

 

The expanded application of GPUs in data centers boosted this portion of NVIDIA’s revenue to 45.4%, surpassing the 45% accounted for by its gaming business, combining for a total revenue of US$7.9 billion, or 53% growth YoY.

 

Broadcom’s portfolio of network chips, broadband communication chips, and storage and bridging chips delivered  revenue of  $6.11 billion, or 26% growth YoY.

 

After the addition of Xilinx, AMD’s revenue reached $5.89 billion, or 71% growth YoY. However, even excluding Xilinx, due to strong sales in its enterprise, embedded and semi-customi$ed divisions, AMD’s own business revenue still hit an all-time high of US$5.33 billion.

 

Mediatek pushed revenue to $5.01 billion, or 32% growth YoY.

 

Marvell jumped to sixth place this quarter, as its acquisition of cloud and edge data center networking solutions provider Innovium in October 2021 contributed 125% annual growth to its 1Q22 data center revenue, bringing total revenue to $1.41 billion, or 72% growth YoY, highest among the top ten.

 

Will Semiconductor, a newcomer to the list, is headquartered in Shanghai, China. Its semiconductor design and sales revenue accounts for approximately 85.1% of total revenue. The company’s main products are CMOS image sensors, display driver ICs, and analog ICs. Although it is affected by the mobile phone market and revenue fell 9% YoY, it still reached US$744 million, ranking ninth.

 

Cirrus Logic  has two major product lines: audio and mixed-signal. After the acquisition of Lion Semiconductor in July 2021, Cirrus drove 1Q22 revenue to $490 million, or 67% growth YoY, ranking tenth.