TrendForce, a global market research organization, released the revenue ranking of the world's top ten IC design manufacturers in the second quarter of 2023. (Note: This refers to pure fabless IC design manufacturers, so IDM manufacturers such as Intel, Texas Instruments, ST, and Infineon do not participate in this ranking)

The biggest change in the ranking this quarter is that NVIDIA's revenue increased by 68.3% month-on-month, defeating Qualcomm in one fell swoop and rushing to the top of the list from the third position in the previous quarter. This should be the first time that NVIDIA has topped the list of IC design manufacturers. s position. The remaining rankings remain unchanged.

WillSemi from mainland China fell slightly from the previous quarter and continued to maintain the ninth position.

According to a report by TrendForce, the rise of artificial intelligence (AI) is stimulating a stocking boom in the global supply chain. This trend not only pushed the revenue of the world's top ten integrated circuit (IC) design companies to US$38.1 billion in the second quarter, an increase of 12.5% from the previous quarter, but also pushed Nvidia to surpass Qualcomm and become the leader of global IC design companies.

However, despite benefiting from the promotion of AI, the revenue performance of various companies is uneven. Nvidia performed particularly well, with its data center revenue growing as high as 105% in the second quarter, mainly due to demand for generative AI and large language model applications from global cloud service providers, Internet companies and enterprises. The increase in demand for these applications has led to a significant increase in shipments of products such as NVIDIA's data center switch InfiniBand. In addition, its gaming and professional visualization business revenue also continued to grow driven by new products, with overall revenue in the second quarter reaching US$11.33 billion, a 68.3% month-on-month increase.

Looking forward, although the inventory levels of various companies have improved significantly in the first half of the year, due to weak demand from most terminals, the market outlook for the second half of the year tends to be conservative. However, with the widespread application of generative AI and large language models by global cloud service providers, Internet companies and enterprises, it is expected that AI will help related supply chain operations more significantly in the second half of the year. This will further promote the continued growth of the top ten IC design companies in the world and is expected to set a new record in the second half of the year.

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