HiSilicon completes the five-level jump!Mainland China suppliers appear for the first time among the world’s top ten semiconductor manufacturers

Remember the Huawei chip “spare tire” HiSilicon? Not all spare tires can be turned normal, but Hestoro is now “upper”. According to the latest data, Huawei’s HiSilicon’s sales in the first quarter rose sharply year-on-year. In terms of sales, it entered the top ten in the semiconductor field for the first time.

Huawei HiSilicon is the first Chinese company to enter the top ten global semiconductor factories

On May 7, according to relevant data, Huawei’s Hisilicon Semiconductor achieved a 54% surge in sales revenue in the first quarter, reaching 2.67 billion U.S. dollars, and therefore entered the global semiconductor TOP10 list for the first time. This is not only the first time for Huawei, but also the first time for a mainland Chinese company.

Recently, due to factors such as the epidemic, China’s smartphone shipments have fallen sharply, resulting in a sharp drop of 44.5% year-on-year in the shipments of mobile phone processors. Huawei HiSilicon has become the only brand in the Chinese market that has not seen a year-on-year decline in Q1 shipments, with a market share of 43.9%, surpassing Qualcomm for the first time and becoming the largest mobile phone processor brand in the Chinese market.

In addition to HiSilicon, IC Insights also pointed out that Nvidia is another new player entering the top ten in the first quarter of 2020, with sales increasing by 37% year-on-year.

In addition to Huawei, among the top ten semiconductor companies, 6 are headquartered in the United States, 2 are in South Korea, and 1 is in Taiwan, including the familiar Intel, Samsung, TSMC, SK Hynix, Broadcom, and Qualcomm. Wait.

Stimulated by two pieces of good news, many Huawei concept stocks rose by the limit, and dozens of Huawei concept stocks rose more than 5%. The stock price rose sharply, which more reflected investors’ confidence in Huawei’s industry chain.

At present, the US Department of Commerce allows US companies to cooperate with Huawei to establish 5G standards, which does not mean that Huawei has completely lifted the ban. If the United States can really lift the blockade, it will have greater market significance for Huawei, and it also means that Huawei’s global layout is more likely.

The threshold is getting higher and higher, HiSilicon has stepped in

As early as 2018, HiSilicon showed an amazing growth rate, and its revenue grew by more than 34% that year. There are predictions that HiSilicon will be ranked in the top 15 in the IC Insights list at the end of the year, but it was not realized at the time, and it was only one step away.

In the 2019 IC Insights list, if the foundry TSMC is excluded from the top 15, Huawei HiSilicon will rank 15th. And in Q1 of 2019, HiSilicon’s sales amounted to US$1.735 billion, surpassing MediaTek and becoming Asia’s Fabless brother.

However, some readers joked about the IC Insights report ranking:

“In 2016, it was released in the top 20 rankings. At that time, HiSilicon was ranked 22; in 2019, it was released in the top 15 rankings. At this time, HiSilicon ranked 17; even if the top 10 rankings are released in 2020, it will not escape because HiSilicon runs. Too fast…”

In the first quarter of this year, HiSilicon’s sales amounted to US$2.7 billion, an annual growth rate of 54%. Nvidia also achieved a 37% annual growth in the first quarter.

TSMC, the only pure-play foundry in the top 10, saw sales soared by 45% in the first quarter. The main reason for the growth is that the company manufactures 7-nanometer application processors for smartphones from Apple and HiSilicon. HiSilicon has gradually become an important customer of TSMC, accounting for 14% of TSMC’s sales last year, and only 5% in 2017. Sales to HiSilicon and Apple accounted for 37% of TSMC’s overall sales in 2019.

Why is the semiconductor industry still thriving under the epidemic?

But you may ask, under the epidemic situation, many industries are chilling, why is the semiconductor industry still thriving? In this regard, relevant insiders in the industry analyzed: the time dimension of the semiconductor industry chain is relatively long, and there are certain delays from chip design to tapeout, packaging and testing. Therefore, the growth in the first quarter of 2020 indicates to a certain extent that the fourth quarter of 2019 is still continuing. The quarterly recovery trend. In the first quarter of 2020, due to the new crown epidemic, the global semiconductor industry development is confusing, end-to-side consumption has fallen, and cloud computing power consumption has increased. China, Japan, South Korea, Singapore, Malaysia, the United States, Europe and other core wafer manufacturing cities have all been affected. The trend of the semiconductor industry may not be reflected until the second quarter of 2020 or even later.

In 2019, benefiting from the explosion of 7nm process, 5G, and AI, TSMC, HiSilicon, and Nvidia all experienced rapid growth. However, storage products continued to be low in the first two quarters of 2019, and later growth is difficult to fill in the short term. Therefore, the sales of SK and Micron in the first quarter of 2020 have been greatly affected.