TrendForce集邦·2025-06-12 07:29Core Insights - The semiconductor chip demand has exceeded typical seasonal levels due to changes in international circumstances and the construction of AI data centers, leading to a strong performance in the IC design industry in Q1 2025 [1] Group 1: Industry Performance - The top ten fabless IC design companies reported a combined revenue of approximately $77.4 billion in Q1 2025, marking a quarter-over-quarter increase of about 6% and a year-over-year increase of 44% [2] - NVIDIA maintained its position as the top revenue earner with $42.4 billion in Q1 2025, reflecting a 12% quarter-over-quarter increase and a 72% year-over-year increase [4] - Broadcom achieved a record high semiconductor revenue of $8.3 billion in Q1 2025, representing a 15% year-over-year growth [5] Group 2: Company-Specific Developments - AMD's revenue in Q1 2025 was approximately $7.4 billion, a 3% decrease from the previous quarter but a 36% increase compared to the same period in 2024 [4] - Qualcomm's revenue for Q1 2025 was around $9.5 billion, down 6% quarter-over-quarter due to seasonal factors and increased competition from Apple's in-house chips [6] - Marvell's revenue reached nearly $1.9 billion in Q1 2025, a 9% increase from the previous quarter, driven by strong demand for AI server-related products [6] Group 3: Emerging Trends - The AI data center sector is significantly impacting revenue growth, with companies like NVIDIA and Broadcom expanding their offerings in AI networking solutions [5] - Realtek reported a remarkable 31% quarter-over-quarter revenue increase to over $1.06 billion, driven by increased inventory from PC clients and rising demand for Wi-Fi 7 and automotive Ethernet [6] - Chipmakers are actively seeking growth opportunities in emerging fields such as AI smartphones and automotive applications to counteract seasonal declines [6]