Q1 revenue of the top ten fabless companies was 0.1% up on 4Q22 at $33.86 billion, says TrendForce.

Changes in ranking included Cirrus Logic slipping from the top ten as well as the ninth and tenth positions being replaced by WillSemi and MPS, respectively. The rest of the rankings remained unchanged.

Qualcomm grew 0.6% to remain No.1 with a market share of 23.5%.

Broadcom saw Q1 decline to $6.91 billion.

Nvidia’s revenue from gaming and data centres saw a q-o-q increase of 20% and 10%, respectively pushing Q1 revenue up by 13.5% to $6.73 billion and increasing its market share to close to 20%.

AMD had a 21.8% and 18.2% QoQ decline in the revenue of its data centre and client divisions, respectively, with Q1 revenue falling 4.4% $5.35 billion.

MediaTek had a 20% and 13% decline in its smartphone and power management IC sectors, respectively. Its market share fell from 10.2% to 9.3% q-o-q. In Q1 with revenue falling 8.8% to $3.15 billion.

Marvell’s Q1 revenue declined 7.1% m to $1.35 billion.

Novatek’s SoC and panel driver IC businesses experienced a QoQ growth of 24% and 2%, respectively, driven by the restocking of TV-related components. This led to a 10.7% increase in the company’s Q1 revenue, bringing it up to $791 million. Novatek maintained its seventh position with a market share of 2.3%.

Cirrus Logic, with over 80% of its revenue dependent on Apple, dropped out of the top ten.

The ninth and tenth positions were subsequently filled by WillSemi and power management IC giant MPS.

WillSemi reported a Q1 revenue of US$539 million, marking a QoQ growth of 1.3%. MPS, however, witnessed a 1.9% QoQ decline, with its Q1 revenue standing at $451 million.

By: DocMemory
Copyright © 2023 CST, Inc. All Rights Reserved