Among the world's top 10 IC design vendors, Broadcom, Qualcomm and NVIDIA ranked in the top three, MediaTek and AMD ranked fourth and fifth, and Huawei HiSilicon ranked outside the top 10, according to a report released by TrendForce's Topology Research Institute.
According to the report, although Qualcomm continues to benefit from 5G products and demand for teleworking and education, the delay in the launch of Apple's new iPhone has limited its revenue growth in the second quarter, thus allowing Broadcom to grab the top spot this quarter.
According to Topology analysts, Huawei's HiSilicon has been affected by the escalating ban by the US Department of Commerce, and the self-sufficiency of Huawei's products.
Topology expects HiSilicon released in the second half of this year, the Kirin processor should be the last mobile phone processor, and other types of chips, such as server processors, AI and 5G chips, or will face the same situation.
MediaTek and RealTek continue to perform well, with annual growth rates of 14.2% and 18.8% respectively. Among them, MediaTek 7nm process and cost structure optimization strategy, the successful layout of 5G mid-range machine market, thus boosting revenue and gross margin.
Huawei's upcoming Kirin 9000 chip will use TSMC's 5nm process, given that after September 15, TSMC will no longer be able to ship for Huawei, so the company is now at full power for Huawei production.