In Q1, Huawei Hisilicon's Sales Increased by 54% Year-on-year, Ranking Among the Top Ten Semiconduct

On May 7, according to the latest data released by insights, in the first quarter of this year, the sales of Huawei Hisilicon increased by 54% year-on-year, an increase of $935 million over the previous quarter to $2.67 billion, which also made Huawei Hisilicon enter the global semiconductor top 10 list for the first time. In this regard, foreign media commented that this shows that Huawei's Hisilicon chip has become more and more popular recently. Among them, the top ten semiconductor manufacturers with global sales are Intel, Samsung, TSMC, SK Hynix, micron, Broadcom, Qualcomm, Texas Instruments, NVIDIA and Hisilicon.

According to the data, in one year, Huawei Hisilicon jumped from 15th to 10th, replacing Infineon and kioxia into the top ten semiconductor manufacturers in the world. Compared with the first quarter of 2019, it increased by 54% year-on-year, ensuring 37% of TSMC's total sales. According to the analysis of the report, the growth is mainly due to its 7Nm chip orders.

Statistics show that at present, there are five series of chips under Hisilicon, namely the Kirin series for intelligent devices; Kunpeng series for data center; Scene AI chipset ascend series SOC for artificial intelligence; Used to connect chips (base station chip Tiangang, terminal chip Baron); Other special chips (video surveillance, set-top box chip, Internet of things and other chips).

According to cinnor research's latest monthly semiconductor industry report, Huawei Hisilicon is the only major brand that maintained growth in shipments in China's mobile phone processor market in the first quarter. Hisilicon's shipment volume was 22.21 million pieces, a slight increase year-on-year, surpassing Qualcomm for the first time, and officially became the mobile phone processor brand with the largest shipment volume in the domestic market with a market share of 43.9%.

Cinno report analysis said that Hisilicon chip can expand its share, but also thanks to the big sales of Huawei mobile phones. In the first quarter of 2020, the share of Huawei mobile phones using Hisilicon processor reached 90%, and most of the main models were Kirin 990, Kirin 820, Kirin 985 and Kirin 810.

â–³ Figure 1

Figure 1 shows the sales ranking of the world's top ten semiconductors (IC and OSD, optoelectronics, sensors and discrete devices) in the first quarter of 2020. It includes 6 suppliers, 2 suppliers in China and 1 suppliers in Chinese mainland and Taiwan. The ranking includes four fabless companies (Broadcom, Qualcomm, NVIDIA and Hisilicon) and a pure wafer foundry, TSMC.

Overall, the sales of the top 10 semiconductor companies increased by 16% year-on-year in the first quarter of 2020, more than twice the 7% growth of the whole semiconductor industry in the same period. Nine of the top 20 companies had sales of at least $3 billion in the first quarter of 2020, an increase of one over the first quarter of 2019. As shown in Figure 1, the company's quarterly sales alone are close to $2.7 billion, making it one of the top ten semiconductor suppliers in the first quarter of 2020.

In the first quarter of 2020, two new entrants entered the top 10, namely Hisilicon and NVIDIA. The two companies replaced Infineon and kioxia in the top ten. Hisilicon is the semiconductor design department of Chinese telecom giant Huawei. More than 90% of Hisilicon's sales belong to the parent company.

As shown in Figure 1, the Chinese mainland's IC supplier, HSI semiconductor, has jumped 5 to tenth, making it the first Chinese mainland semiconductor supplier in the world's top 10. Hisilicon's sales increased by 54% year-on-year in the first quarter of 2020. NVIDIA also achieved a stable year-on-year growth of 37% in the first quarter of 2020.

The top 10 companies include TSMC, a pure wafer foundry, whose 1q20 / 1q19 revenue soared by 45%. The growth is mainly due to the OEM production of 7Nm application processors for smartphones from apple and Hisilicon. As shown in Figure 2, Hisilicon has become an increasingly important customer of TSMC, accounting for 14% of its sales last year and only 5% in 2017. Hisilicon and apple together accounted for 37% of TSMC's total sales in 2019.

â–³ Figure 2

IC insights ranks the wafer foundry as the top 10 semiconductor suppliers because it has always regarded the ranking as the list of suppliers, not just the market share ranking, and realized that semiconductor sales are double calculated in some cases. Since many of our customers are suppliers in the semiconductor industry (supply equipment, chemicals, gases, etc.), in addition to large integrated circuit manufacturers (such as wafer foundry), this will leave a big "blank" in the list of top semiconductor suppliers. As shown in the list, wafer foundry and fabless company are determined. In the updated McLean report in April, the market share ranking of IC suppliers by product type was introduced.

Many major semiconductor companies have provided sales guidelines for each quarter of 2020, which will be introduced and discussed in the may update. Overall, as expected during the current pandemic, companies' expectations for semiconductor revenue in the second quarter of 2020 vary greatly, currently exceeding 17 percentage points. As part of the may update, IC insights will also discuss its expectations for the quarterly growth of the global IC market for the rest of this year.

In Q1, Huawei Hisilicon's Sales Increased by 54% Year-on-year, Ranking Among the Top Ten Semiconduct 1

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