Sales of top 10 global fabless companies increased 26.4% YoY: TrendForce

by Mohit

Despite the reopening of many regions since COVID-19, the sales of the top 10 global fables companies grew by 26.4 percent last year compared to the same month last year. That is why telecommuting and remote classes have increased, which has led to the demand for semiconductors for laptops and networking products.

According to the TrendForce report, Qualcomm overtook Broadcom in the top ten for two main reasons first is a rapid demand for network devices, and second is Apple’s decision to reclaim Qualcomm’s baseband processors.

Fortuitously, U.S. sanctions on Huawei have prompted other smartphone brands to increase their product sizes in an attempt to capture other market shares. These factors boosted Qualcomm’s revenue last year.

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Similarly, the US-China trade war-damaged Broadcom’s performance in the 1H20, making its smartphone RF front-end 2H20 a key part of Apple’s distribution network. However, due to low revenue growth, Broadcom dropped to second place in the rankings.

The Mellanox acquisition significantly increased the depth and breadth of Nvidia’s data center solutions, generating revenue of approximately US $6.4 billion, an increase of 121.2%. Nvidia, which exceeded the market due to its data center solutions and gaming graphics cards, recorded the highest YOY revenue growth among the top 10 companies, as previously reported at 52.2%.

The three Taiwanese companies worked wonderfully. In particular, MediaTek’s revenue grew by 37.3% in 2020, which is better than the 1% increase in 2019. The high demand for notebooks and networking products for MediaTek growth over the past year, successful MediaTek’s 5G smartphone processors, and improved features and cost optimizations for MediaTek’s networking products.

Novatek’s revenue increased 30.1% as a result of strong sales by its driver agencies and TV socials due to the US-China trade war and the stay-at-home economy caused by the epidemic. Lastly, Realtek’s offerings have benefited from high demand for networking products, especially notebooks, while sales of audio products and Bluetooth chips have been modest and Realtek revenue grew 34.1%.

Taking advantage of Intel’s 10nm process capacity caps, AMD made significant invasions into the notebook, desktop, and server CPU markets, resulting in revenue of $9.7 billion and a 45% increase. Although Xilinx’s revenues dropped 5.6 percent in the wake of the US-China trade war, recent queue changes in Xilinx’s earnings show the company is growing.

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