Nvidia(US:NVDA) TrendForce集邦·2025-03-21 04:38Group 1 - NVIDIA is expected to launch the GB300 chip in Q2 2025, with improvements in computing performance, memory capacity, network connectivity, and power management compared to the GB200 chip [1] - ODMs will require additional time for testing and customer validation, with production of GB300 chips and Compute Trays anticipated to start in May [1] - The GB300 system is projected to gradually increase its shipment scale after the design and mass production phases are finalized in Q3 [1] Group 2 - NVIDIA's open-source Isaac GR00T N1 humanoid robot model is expected to accelerate research and development, potentially leading to a global humanoid robot market value of nearly $4 billion by 2028 [2] - The model features a comprehensive dataset and multi-modal input, allowing researchers to train the robot using real and synthetic data [2] Group 3 - The top ten global IC design companies are projected to achieve a combined revenue of approximately $249.8 billion in 2024, reflecting a year-on-year growth of 49% [4] - NVIDIA is expected to account for 50% of this revenue, with a remarkable growth rate of 125% compared to the previous year [5] - The revenue figures for the top companies include NVIDIA at $124.4 billion, Qualcomm at $34.9 billion, and Broadcom at $30.6 billion, among others [5]