The AI craze has not offended chip developers who do not have their own production capabilities, and the top ten market players by revenue have also undergone interesting changes. Overall, the top ten developers’ second-quarter revenue grew 73% to $141.45 billion, with central processors helping AMD rise to third place.
Image source: AMD
As mentioned earlier, Qualcomm had to slip from third to fourth place TrendForce – Mainly due to its strong dependence on the smartphone market, which is not developing smoothly due to the shortage and high cost of memory chips. In fact, the company’s revenue fell 5% year over year to $8.5 billion, while the top three saw at least double-digit percentage growth.
Moreover, the revenue of Broadcom, which ranked second, even increased by 112% to US$18.9 billion, showing the most prominent trend among the top ten. The company achieved similar results as it partnered with OpenAI and Google to develop AI chips for them. Overall, Broadcom has six customers in this area, so the corresponding revenue dynamics will certainly continue to be observed.
Image source: TrendForce
If NVIDIA, the leader, almost doubled its annual revenue to $91.2 billion, AMD, which rose to third place, saw its revenue increase one and a half times to $10.2 billion. The company owes this dynamic to the high popularity of its CPUs in servers, as they have become a popular part of AI computing infrastructure. The brand’s server CPU sales revenue has hit a record high for five consecutive quarters. AMD also continues to squeeze Intel in the server processor market. If we talk about Nvidia’s position, it accounted for 64% of the revenue of the top ten chip developers in the second quarter, including those that do not have their own production facilities. For example, this sample does not include Intel and Samsung Electronics, which not only produce products for their own needs but also provide similar services to third-party developers.
Even taking into account the decline of the smartphone market, the scale of the business of developers of specialized chips cannot be ignored. Qualified $2.63 billion. Realtek, ranked seventh, is satisfied with its revenue growth of 15% to US$1.15 billion, and will pay more attention to promoting components in its server field in the future.
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