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        全球IC设计厂第二季度营收排名出炉 博通以43.75亿美元居冠

        2019年09月16日 17:05:16字号:T|T

            集邦科技旗下拓墣产业研究院公布最新统计,全球前10大IC设计厂商2019年第二季度营收排名出炉,博通以43.75亿美元居冠,第2至第5分别为高通、英伟达、联发科及超微。

         

            拓墣表示,受中美贸易摩擦及供应链库存攀升影响,全球消费电子产品包括智能手机、笔记本电脑等市场需求皆不如预期,前5名厂商第二季度营收皆较去年同期衰退,其中NVIDIA衰退20.1%,幅度最大。

         

            有分析师指出,博通、高通主力市场皆在中国大陆,受中美贸易摩擦及中国大陆内需市场需求不振冲击,大陆系统厂商对零组件拉货力道疲软,导致两家公司第二季度营收皆较去年同期下滑。

         

            联发科第二季度营收615.67亿元新台币,年增1.8%,毛利率也持续回升,但受汇率影响,换算成美元营收后,较去年同期衰退2.7%。尽管联发科与高通同样受全球智能手机市场需求不振的影响,但联发科持续以12纳米制程打造高性价比的手机应用处理器产品线,导入中低端市场。

         

            超微在处理器与资料中心表现优异,但因GPU通路产品、区块链与半客制化产品销售不振,季度营收年衰退12.8%,为前5名中衰退第2大公司。赛灵思虽是美系芯片大厂,但由于客户类型广泛,除资料中心应用略受影响外,工业、网通、车用市场皆成长,而美满(Marvell)同样受惠网通需求增温,与赛灵思在众多美系芯片厂商中逆势交出较好成绩单。

         

            台系IC设计厂如联咏、瑞昱第二季度表现均亮眼。联咏营收成长18%;瑞昱营收增30.2%,是前10大厂商成长最快的公司。戴乐格则受惠客制化混合信号、连线与音频应用皆成长,营收重回全球第10位置。

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