According to the latest statistics of Tuo Industrial Research Institute, the world's top ten IC design industry in the second quarter of 2017 revenue and ranking baked, in addition to MediaTek (MediaTek) and Marvell (Marvell) revenue decline, the remaining eight industry are presented Growth trend, Broadcom, Qualcomm and NVIDIA ranked third in revenue.
Extension of the Industrial Research Institute analyst Yao Jia Yang pointed out that the first ten IC design industry in the second quarter revenue, generally showing a good growth performance. Broadcom has a fairly complete solution for Netcom's infrastructure and data center, and is one of the leading suppliers in the automotive Ethernet space, thus producing a nice report card, global IC design company Top of revenue.
From the revenue growth performance, the British Weida in the second quarter of 2017 annual revenue growth rate of 56.7%, growing momentum amazing, although NVIDIA's second quarter in the field of gaming performance is not very bright, but in the data center and professional visualization applications Play the role of the locomotive. In contrast, MediaTek is frustrated by the existing product strategy issues, leading to its performance in the smart phone market and overall revenue as expected.
While the market is concerned about Qualcomm and MediaTek competition between the situation, although MediaTek P23 processor has been introduced into the market, but because the P23 is a cost-oriented products, with its price advantage under the premise of the opportunity in the high-end The market achieved good results, but whether in the third quarter to play the effect of revenue growth, remains to be seen, and Qualcomm previously launched Snapdragon 660,630 and 450 processors, if imported smoothly, is expected to be the third quarter Of the revenue to bring some help.
Observe the Qualcomm and MediaTek in the smart phone market product layout, Qualcomm's layout than MediaTek complete, Snapdragon 835 in the market has been quite dazzling performance, high-end products in the convergence is also quite smooth. MediaTek will face operational challenges such as stabilizing and even increasing gross margin, revenue and smartphone market share.
MediaTek P23 processor is currently locked in the high-end market, the price has its market competitiveness, but after all, the smart phone market growth strength has been limited, coupled with Qualcomm has a complete product layout, low-end market also Spreadtrum and other mainland chip industry, Recapture market share, its revenue and gross margin is bound to have an impact.
Yao Jiayang said that the prospect of the third quarter, most of the industry should still maintain its growth trend, the main reason is that many vertical applications such as Netcom infrastructure, data center and automotive electronics has its growth momentum. In the major IC design industry focused on the application of different areas under the premise of some IC design industry, such as smart phones or display applications such as growth momentum limited market, is expected to grow in the third quarter will be relatively limited; , NVIDIA and Xilinx, etc., will benefit from Netcom infrastructure and other stable growth of vertical applications, the revenue should be able to maintain a certain performance. Overall, it is expected that the ranking of the third quarter should not be too much change.