글로벌 암호화폐 열풍으로 엔비디아 매출이 브로드컴을 추월

2021.06.10

DRAMeXchange - 【Market View】Global Cryptocurrency Mining Craze Becomes Key to Nvidia Overtaking Broadcom in Revenue for 1Q21, Says TrendForce

Global Cryptocurrency Mining Craze Becomes Key to Nvidia Overtaking Broadcom in Revenue for 1Q21, Says TrendForce

 

글로벌 암호화폐 채굴 광풍은 엔비디아가 2021년1분기 매출에서 브로드컴을 추월하는 주요 포인트가 되었다.

 

While foundry capacities remained tight, prompting IC  design companies to compete over limited foundry capacities in order to fulfill rising demand for various end devices, the top 10 IC designe (fabless) companies posted remarkable revenues in 1Q21, according to TrendForce’s latest investigations.

 

파운드리  생산 용량이 부족한 가운데 IC 디자인 회사들은 갖가지 기기들의 수요를 맞추기위하여 경쟁해야 했다.

상위 10개 팹리스업체들은 2021년1분기 놀랄만한 실적을 거뒀다고 시장조사업체 트렌드포스는 최근 조사에서 밝혔다.

 

In particular, thanks to the global mining craze brought about by the cryptocurrency market, Nvidia was able to surpass Broadcom in revenue and take the second spot among the top 10. On the other hand, fifth-ranked AMD scored a staggering YoY growth of 92.9%, which is the highest % increase on the top 10 list.

 

특히 글로벌 암호화폐 채굴 광풍 덕분에 엔비디아는 매출에서 브로드컴을 추월해서 2위를 차지할 수있었다.

AMD는 상위 10개 업체중 최고의 전년대비 92.9%의 놀랄만한 매출 성장률을 기록하며 매출 5위를 차지하였다.

 

Market leader Qualcomm saw growths in its smartphone, RF front end, IoT, and automotive departments in 1Q21, during which it posted a revenue of US$6.28 billion, a 53.2% increase YoY, placing Qualcomm firmly in the number one spot.

 

2021년1분기  퀄컴은 스마트폰, RF, IOT와 자동차부문등에서 매출 증가로 전년대비 53.2% 증가한 62.8억달러로

매출 1위를 차지했다.

 

Coming in second place is Nvidia, which overtook Broadcom with $5.17 billion in revenue. Nvidia’s revenue performance can primarily be attributed to massive gaming graphics card demand generated by the cryptocurrency market and the stay-at-home economy. In addition, Nvidia’s Cloud & Data Center business also saw positive growths in 1Q21, thereby contributing to its revenue for the quarter as well.

 

2위를 차지한 엔비디아는 51.7억달러의 매출을 달성한 브로드컴을 추월했다.엔비디아 매출  증가의 1등 공신은 암호화폐와 재택근무로 인한 그래픽카드 수요증가에 있다.게다가 클라우드와 데이터센터 부문도 매출 증가에 한부문을 담당했다.

 

Broadcom, ranked third on the top 10 list, posted a $4.49 billion revenue in 1Q21. Broadcom’s performance took place on the back of the bullish broadband telecom market, with growths in passive fiber optics and wired networking for data transmission.

 

AMD, on the other hand, continued to benefit from the stay-at-home economy and other such market demands, in addition to its growing foothold in the server market. The company experienced increasing market shares and led its competitors with an impressive 92.9% YoY increase in revenue, the highest on the top 10 list. It should be pointed out that the extreme volatility of the cryptocurrency market, as well as the strict surveillance policies imposed on cryptocurrency trading by several countries, may introduce uncertainties in the future of gaming graphics card revenue for both Nvidia and AMD.

 

Regarding the performance of Taiwanese IC design companies, MediaTek’s smartphone business unit registered a remarkable 149% YoY growth in revenue mainly on account of high demand from Chinese smartphone brands, which were particularly aggressive in seizing Huawei’s former market share. Furthermore, as Qualcomm’s recent performance in the entry-level and mid-range smartphone markets remained relatively lackluster, MediaTek therefore aimed to fulfill demand from its smartphone clients as its chief goal on a macro level. As a result, MediaTek’s revenue for 1Q21 reached about $3.81 billion, an 88.4% YoY increase, placing the company in the fourth spot.

 

Novatek derived its performance from high component demand from manufacturers of IT products, TVs, and smartphones. In view of the current shortage of foundry capacity and rising prices of foundry services, Novatek has been able to maintain a stable supply of components via increased prices due to its longstanding, stable, and flexible strategic relationships with Taiwanese foundries (UMC, VIS, and TSMC), China-based Nexchip, and Korea-based Samsung LSI. Hence, Novatek leapfrogged both Marvell and Xilinx for the sixth place while increasing its revenue for 1Q21 by 59.4% YoY.

 

On the whole, the second wave of the COVID-19 pandemic in India, which has resulted in decreased production targets for Chinese smartphone brands, is not expected to drastically affect IC design companies’ component demand in 3Q21 because of the following factors: First, price hikes of foundry services have already been reflected in chip prices; secondly, market demand for devices remains high; and finally, Chinese smartphone brands still need to maintain a safe level component inventory, as they have yet to resolve the discrepancies among their various materials’ sufficiency levels.

 

Incidentally, although some expect that the recent spread of COVID-19 among KYEC employees may impact the procurement activities of IC designers that are part of KYEC’s clientele, TrendForce’s investigations of financial reports from various companies in April and May indicate that infections in KYEC facilities will unlikely result in major impacts on the revenues of IC designers in 2Q21.