TheLostSwede
News Editor
- Joined
- Nov 11, 2004
- Messages
- 18,760 (2.49/day)
- Location
- Sweden
| System Name | Overlord Mk MLI |
|---|---|
| Processor | AMD Ryzen 7 7800X3D |
| Motherboard | Gigabyte X670E Aorus Master |
| Cooling | Noctua NH-D15 SE with offsets |
| Memory | 32GB Team T-Create Expert DDR5 6000 MHz @ CL30-34-34-68 |
| Video Card(s) | Gainward GeForce RTX 4080 Phantom GS |
| Storage | 1TB Solidigm P44 Pro, 2 TB Corsair MP600 Pro, 2TB Kingston KC3000 |
| Display(s) | Acer XV272K LVbmiipruzx 4K@160Hz |
| Case | Fractal Design Torrent Compact |
| Audio Device(s) | Corsair Virtuoso SE |
| Power Supply | be quiet! Pure Power 12 M 850 W |
| Mouse | Logitech G502 Lightspeed |
| Keyboard | Corsair K70 Max |
| Software | Windows 10 Pro |
| Benchmark Scores | https://valid.x86.fr/yfsd9w |
TrendForce's latest investigations reveal that 1Q25 revenue for the global IC design industry reached US$77.4 billion, marking a 6% QoQ increase and setting a new record high. This growth was fueled by early stocking ahead of new U.S. tariffs on electronics and the ongoing construction of AI data centers around the world, which sustained strong chip demand despite the traditional off-season.
NVIDIA remained the top-ranking IC design company, with Q1 revenue surging to $42.3 billion—up 12% QoQ and 72% YoY—thanks to increasing shipments of its new Blackwell platform. Although its H20 chip is constrained by updated U.S. export controls and is expected to incur losses in Q2, the higher-margin Blackwell is poised to replace the Hopper platform gradually, cushioning the financial impact.
AMD ranked fourth, posting $7.44 billion in revenue, down 3% QoQ due to slight weakness in its data center segment and continued softness in gaming and embedded products. However, revenue still rose 36% YoY. AMD is preparing to ramp up mass production of its next-generation MI350 platform in the second half of 2025, with plans to launch the MI400 in 2026, positioning itself as a direct competitor to NVIDIA's Blackwell and upcoming Rubin AI chips.
In third place, Broadcom's semiconductor revenue hit a record $8.34 billion in Q2, up 15% YoY. The company continues to expand its high-speed interconnect solutions for AI servers, launching the industry's first 102.4 Tbps co-packaged optics (CPO) switch and securing custom AI ASIC contracts with several tech giants and establishing itself as a key NVIDIA rival in AI chip infrastructure.
Marvell posted $1.87 billion in revenue, up 9% QoQ, driven by strong demand for AI server components. In addition to providing customized AI ASICs for major CSPs, Marvell's optical interconnect solutions play a crucial role in scaling AI data centers.
Qualcomm, the world's second-largest IC design firm, reported Q1 (F2Q25) revenue of $9.47 billion. Its QCT mobile segment declined due to seasonality, and concerns over Apple's growing in-house chip development further dampened the outlook, leading to a 6% QoQ revenue decline. In response, Qualcomm is actively expanding into AI smartphones, AI PCs, automotive, and IoT sectors.
MediaTek secured fifth place with $4.66 billion in Q1 revenue, driven by strong demand from Chinese smartphone OEMs for its Dimensity 9400+ and 8000 series chips. Higher ASPs for smartphone SoCs also contributed to the revenue boost.
Realtek delivered a standout performance, with Q1 revenue up 31% to over $1.06 billion. Growth was fueled by increased PC-related inventory stocking amid market uncertainty, greater Wi-Fi 7 adoption, and rising demand for automotive Ethernet solutions.
Novatek saw Q1 revenue rise to over $825 million, up 6% QoQ, supported by consumer subsidies in China and early shipments from customers looking to avoid tariff-related risks.
OmniVision posted Q1 revenue of $732 million, down 2% QoQ due to the smartphone off-season. However, its automotive CIS business showed strong momentum as domestic EV brands increasingly adopted camera-based driver assistance systems.
MPS hit a record high with Q1 revenue of about $638 million, driven by soaring demand for power management ICs in AI data centers. Its computing and storage segments saw significant expansion.
View at TechPowerUp Main Site | Source
NVIDIA remained the top-ranking IC design company, with Q1 revenue surging to $42.3 billion—up 12% QoQ and 72% YoY—thanks to increasing shipments of its new Blackwell platform. Although its H20 chip is constrained by updated U.S. export controls and is expected to incur losses in Q2, the higher-margin Blackwell is poised to replace the Hopper platform gradually, cushioning the financial impact.
AMD ranked fourth, posting $7.44 billion in revenue, down 3% QoQ due to slight weakness in its data center segment and continued softness in gaming and embedded products. However, revenue still rose 36% YoY. AMD is preparing to ramp up mass production of its next-generation MI350 platform in the second half of 2025, with plans to launch the MI400 in 2026, positioning itself as a direct competitor to NVIDIA's Blackwell and upcoming Rubin AI chips.
In third place, Broadcom's semiconductor revenue hit a record $8.34 billion in Q2, up 15% YoY. The company continues to expand its high-speed interconnect solutions for AI servers, launching the industry's first 102.4 Tbps co-packaged optics (CPO) switch and securing custom AI ASIC contracts with several tech giants and establishing itself as a key NVIDIA rival in AI chip infrastructure.
Marvell posted $1.87 billion in revenue, up 9% QoQ, driven by strong demand for AI server components. In addition to providing customized AI ASICs for major CSPs, Marvell's optical interconnect solutions play a crucial role in scaling AI data centers.
Qualcomm, the world's second-largest IC design firm, reported Q1 (F2Q25) revenue of $9.47 billion. Its QCT mobile segment declined due to seasonality, and concerns over Apple's growing in-house chip development further dampened the outlook, leading to a 6% QoQ revenue decline. In response, Qualcomm is actively expanding into AI smartphones, AI PCs, automotive, and IoT sectors.
MediaTek secured fifth place with $4.66 billion in Q1 revenue, driven by strong demand from Chinese smartphone OEMs for its Dimensity 9400+ and 8000 series chips. Higher ASPs for smartphone SoCs also contributed to the revenue boost.
Realtek delivered a standout performance, with Q1 revenue up 31% to over $1.06 billion. Growth was fueled by increased PC-related inventory stocking amid market uncertainty, greater Wi-Fi 7 adoption, and rising demand for automotive Ethernet solutions.
Novatek saw Q1 revenue rise to over $825 million, up 6% QoQ, supported by consumer subsidies in China and early shipments from customers looking to avoid tariff-related risks.
OmniVision posted Q1 revenue of $732 million, down 2% QoQ due to the smartphone off-season. However, its automotive CIS business showed strong momentum as domestic EV brands increasingly adopted camera-based driver assistance systems.
MPS hit a record high with Q1 revenue of about $638 million, driven by soaring demand for power management ICs in AI data centers. Its computing and storage segments saw significant expansion.
View at TechPowerUp Main Site | Source