Electronic component search engine Tuoba said that due to the impact of Sino-US trade war and supply chain inventory, global consumer electronics products, including smartphones, tablets, notebook computers, LCD monitors, TVs and servers, are not as expected. The top 5 manufacturers are ranked 2nd. Quarterly revenues were down compared to the same period last year, with NVIDIA down 20.1%, the largest.
Yao Jiayang, a senior analyst, pointed out that the main markets of Broadcom and Qualcomm are all on the mainland. Due to the Sino-US trade war and the weak demand from the mainland domestic demand market, mainland system manufacturers have weakened the strength of component shipments, resulting in the second quarter revenue of the two companies. Both fell compared to the same period last year.
Among them, Qualcomm is facing the MediaTek and Ziguang Exhibition. For example, Yao Jiayang, such as Ziguang Zhanrui, has placed the Cortex-A55 and A75 CPUs in the low-end and mid-range processors, and also brought more choices to customers, making Qualcomm face severe competition in the low-end market.
Further analysis of the top 10 manufacturers, NVIDIA, the largest recession, despite the growth of automotive and professional vision applications, and actively control high inventory, but due to the sharp decline in game graphics and data center products, has been the third consecutive quarter of revenue Recession situation. However, NVIDIA's second-quarter recession has stabilized slightly from the first quarter, coupled with an effective reduction in inventory, the third quarter revenue decline is expected to continue to shrink.
MediaTek's second quarter revenue of 61.567 billion Taiwan dollars, an annual increase of 1.8%, gross profit margins continued to rise, but affected by the exchange rate, converted to US dollar revenue, compared with the same period last year, a decline of 2.7%. Although MediaTek and Qualcomm are also affected by the sluggish demand in the global smartphone market, MediaTek continues to build a cost-effective mobile application processor product line in the 12-nanometer process and introduce it into the low-end and mid-end markets, such as OPPO and Xiaomi's low-end models. It is equipped with MediaTek chips, which also reduces the performance of Qualcomm mobile phone chip shipments.
AMD's performance in the processor and data center is excellent, but due to the sluggish sales of GPU channel products, blockchain and semi-customized products, the quarterly revenue declines by 12.8%, making it the second largest company in the top five recession. Although Xilinx is a US chip manufacturer, due to the wide range of customers, in addition to the slight impact of data center applications, the industry, Netcom, and automotive markets are growing, and Marvell is also benefiting from the increased demand for Netcom. Xilinx has made a good transcript against many of the US chip makers.
As for the Taiwanese IC design factory, such as Lianyi and Ruiqi, the performance in the second quarter was bright. TDDI is favored by land-based mobile phone manufacturers, and the demand for AMOLED driver chips is strong, with revenue growth of 18%. Ruiqi benefited from PC, consumer and Netcom products, and its revenue increased by 30.2% year-on-year. It is the top 10 manufacturers with the most growth. Dai Lege has benefited from the growth of customized mixed-signal, connection and audio applications, and the overall revenue has returned to the 10th place in the world.
Looking forward to the third quarter, Yao Jiayang believes that as the Sino-US trade war continues and there is no sign of mitigation, even if it enters the traditional peak season of the semiconductor market, whether it can maintain its growth performance depends mainly on whether the sales strategy of each factory can spread the market risk. .
