The pandemic was a large boon to the PC market, though the semiconductor shortages restricted the utmost potential development of the trade. Among the many largest winners, we now have NVIDIA, AMD, Qualcomm, MediaTek, Apple, in addition to reminiscence and NAND producers Micron, HK Hynix, and Samsung. Within the fabless phase, just a few of those names are eradicated, leaving the IC Design corporations to compete for the foundry share, both at TSMC or Samsung. Trendforce has launched the listing of the High 10 IC Design Corporations by Income in Q3 2021:
The listing is just like earlier quarters’, with Qualcomm, MediaTek, and Novatek recording greater than anticipated development. In the meantime, chipmakers within the PC area additionally did extraordinarily effectively, with NVIDIA changing into the second largest fabless IC design firm. Workforce Inexperienced recorded a yearly development of 55%, making it one of the profitable semiconductor corporations in 2021. Pushed by report gross sales of GeForce RTX 30 collection GPUs (regardless of shortages), robust development within the information heart market (A100 accelerators dominated the SC rankings), and different semi-custom initiatives (such because the Nintendo Change), NVIDIA plastered its place because the de-facto GPU designer within the trade.
AMD got here in at #5 with a income of $4.3 billion, reflecting a yearly development of 54%. Though this can be a smidge decrease than the outcomes from the earlier two quarters, it’s a powerful determine, nonetheless. The gross sales of the semi-custom console designs, paired with the unimaginable demand for the Ryzen elements, and Epyc server CPUs pushed the Lisa Su-led firm to new heights.