【MoneyDJ】 驱动IC厂商联咏公告Q1营收为271.2亿新台币（约人民币60.31亿元），季增 7.3%、年增11%，符合先前法说会提及单季营收可望季增约7%的预期。 ▶ 关于集邦 而尽管接下来全球经济可能受到美国加征关税的影响，联咏仍将在Q2如期推出OLED TDDI（显 示触控整合驱动芯片）的新产品，未来也将持续卡位边缘AI所带来的各项装置商机。 图片来源：联咏 联咏看好边缘AI装置渗透率提升趋势，未来也将扩大投入机器视觉、智能居家等应用领域。 公司 并强调，其部分产品已具备先进制程量产能力，将随AI装置逐步落地进一步推升出货动能。 而针对关税后续对于联咏营运的影响，法人则指出，联咏作为IC设计公司，将持续聚焦灵活调整 产销配置，以确保出货稳定与供应链韧性。 上下滑动查看 ...

Core Viewpoint - The article highlights the significant growth in revenue among the top global IC design companies, particularly emphasizing the dominance of NVIDIA in the semiconductor industry [2]. Group 1: Revenue Growth - The top 10 global IC design companies achieved nearly $250 billion in revenue last year, marking a substantial increase of 49% from approximately $167.64 billion in 2023 [2]. - NVIDIA led the revenue rankings with $124.38 billion, more than double its 2023 revenue of $55.27 billion, reflecting a year-on-year growth of 125% [2]. - Qualcomm, the second-largest company, reported revenue of $34.86 billion, significantly lower than NVIDIA's [2]. Group 2: Company Rankings - The top 10 IC design companies in terms of revenue are NVIDIA, Qualcomm, Broadcom, AMD, MediaTek, Marvell, Realtek Semiconductor, Novatek, Will Semiconductor, and MPS [2]. - The rankings of Realtek Semiconductor and Novatek swapped positions compared to 2023, while the other companies maintained their rankings [2]. - Broadcom, AMD, and MediaTek reported revenues of $30.64 billion, $25.79 billion, and $16.52 billion, respectively, with the remaining five companies each generating revenues below $10 billion [2].

Core Viewpoint - The article discusses the impact of the U.S. tariff war initiated by President Trump on the semiconductor industry, particularly the Taiwanese IC design firms, which are experiencing a surge in orders due to preemptive stockpiling by clients in response to potential tariffs [1][2]. Group 1: Impact of Tariff War - The Taiwanese IC design companies, including MediaTek, Novatek, Realtek, and Elan, are seeing increased orders primarily for TV, networking, and PC applications as clients prepare for potential tariffs [1]. - MediaTek expects its consolidated revenue for the current quarter to be between NT$140.8 billion and NT$151.8 billion, representing a quarter-on-quarter growth of 2% to 10% and a year-on-year growth of 6% to 14% [1]. - Novatek anticipates its revenue to be between NT$26 billion and NT$27.2 billion, with a quarter-on-quarter increase of 2.9% to 7.6% due to increased demand for consumer electronics [2]. Group 2: Market Trends and Demand - Realtek is optimistic about its current quarter performance, driven by short-term inventory replenishment needs from clients and preemptive stockpiling due to tariff concerns [2]. - Elan reports that despite the traditional seasonal downturn in the first quarter, it expects stable revenue between NT$3 billion and NT$3.2 billion, with a gross margin of 48% to 51% [2]. - The demand for large-sized TVs and mid-to-high-end mobile products is increasing, indicating a shift in consumer purchasing behavior [2]. Group 3: AI and Cost Management - The IC design industry is actively targeting AI applications, with many products still produced using mature processes, which are currently seeing price adjustments that help reduce costs for IC design firms [3][4]. - MediaTek has capitalized on AI opportunities, with its flagship AI chip revenue doubling, contributing approximately $2 billion in revenue [4]. - The majority of IC design firms are focusing on mature processes, and with wafer foundries operating below full capacity, they are willing to negotiate prices, further aiding cost reduction and improving gross margins [4].