high-speed transmission market demand is hot, and applications from NB to HPC, AI and other applications will expand. The market penetration rate of USB 4.0 will continue to rise next year, which is expected to bring new business opportunities. Many Taiwanese chip design companies are expected to benefit. For example, Xiangshuo and Purui-KY cooperate closely with main chip manufacturers, and are familiar with transmission specifications, covering PCIe, USB, SATA, etc. Chuangwei and Weifeng Electronics will be deeply engaged in USB hub ICs. What momentum do these IC design companies have? This article will sort out the focus of future operation observations.
The amount of data is larger, and the demand for high-speed transmission increases
main chip performance is getting higher and higher, bringing about high-speed transmission demand. Simply put, the main chip is like a tall building in the city, the building is built higher and higher, but the roads and bridges between buildings are also the key to urban development. These roads are high-speed transmission chips, making data transmission between each chip faster and smoother. There are many ways to transmit
, and different specifications such as USB, PCIe, SATA, Thunderbolt, etc., just like different modes of transportation. Chip design companies often lock in several types of transmission technologies and continue to improve to seize business opportunities when each generation of specifications is converted. As for next year, the main specifications converted include USB4, PCIe Gen4, etc., so manufacturers with related products have become the focus of market attention.
From the perspective of the Taiwanese factory, the main high-speed transmission chip design suppliers include Xiangshuo, Purui-KY, Chuangwei, Weifeng Electronics, etc., but the advantages of each product and technology are different. Furthermore, the control chip can be divided into three categories: main control terminal (Host), hub (Hub), and device terminal (Device). To simply distinguish, the Host terminal can be imagined as a conversion of each transmission interface among notebooks, while the Hub terminal is a hub connected from the notebook to connect the notebook and peripheral devices (such as mouse, keyboard, etc.). As for the device terminal, it is USB, external hard disk, etc., the layout of each manufacturer is also different, but it also has its own advantages.
Xiangshuo: It has a close relationship with AMD. The Chinese market will grow significantly next year.
Xiangshuo products cover Host and Hub ends, and the extended interfaces are also very comprehensive, including USB 3.1, USB Type-C, PCIe, SATA, etc., and customers include Asus, ASRock, MSI, Ultramicro (AMD), etc.
Xiangshuo's main competitive advantage lies in the long-term cooperation with AMD. The chipset needs to be developed with the main chip specifications, and almost exclusive foundry orders have been won from generation to generation. Xiangshuo's general manager Lin Zhewei believes that whether it is product performance, delivery time, technical support, etc., it can meet customer needs. From AMD's foundry, it can not only improve product compatibility, but also gradually accumulate the technical strength of its own silicon intellectual property rights.
company will also continue to develop next-generation specification products such as USB 4 and PCIeGen4, which are expected to enter mass production and start contributing next year. The previous USB Super Speed 20G has entered the mass production stage and has gradually laid out its product lines.
In addition, the new MacBook will also have the opportunity to adopt Xiangshuo's products. The market speculates that Xiangshuo will have the opportunity to become a new Apple supply chain and increase future momentum.
is expected to be next year. The legal person stated that although Intel's announcement of cooperation with TSMC may have an impact on AMD's market share, AMD recently announced the acquisition of FPGA major Xilinx, which is quite ambitious. In addition, the cooperation between Intel and TSMC also requires time to run in, so next year, we can still be optimistic about AMD's market share performance and Xiangshuo's order status.
In addition, in terms of private brands, benefiting from the trend of de-beautification, Xiangshuo's own products has continued to expand and achieved success in the Chinese market. In the second half of this year, China's revenue has reached 10%, which has increased significantly from 3 to 5% last year. It will seize the CPU market of China's non-X86, and the order situation will also maintain growth next year.
号-KY: Seize servers and data centers and expand the automotive market
号-KY products are mostly DP/eDP T-CON, but there are also high-speed transmission chips that account for 40% of the revenue. One of the main focus next year is the development of PCIe Gen4 high-speed signal repeaters (retimer). This product is mainly used in data centers, servers, etc., and the customers are all Tier1 major manufacturers. In the second half of this year, AMD platform and Intel platform will continue to enter mass production, which will also become one of the main growth momentum next year. PCIe Gen5 related products have also begun to be developed, and the layout is quite complete.
In addition, USB 4 high-speed signal repeater will have samples to be launched on the market this year, and next year you will see the product mass production.
In addition, Purui-KY's high-speed transmission-related products have also been cut into the automotive market. In cooperation with Tier1 manufacturers, the product mainly transmits picture information, etc., and is expected to start mass production from the fourth quarter of this year.
It is worth noting that this year, Purui-KY acquired Fresco Logic. The company's main products are USB3.1 Host/Hub control chips. The product lines of both parties are complementary. For the future, Purui-KY's product line and operations will also be more complete than other peers.
is expected to be next year. Chairman Zhao Jie said that although the overall environment still has many uncertainties, I believe that the trend of working from home will become the new normal in the future, which is expected to drive data centers, PCs and other related applications. In addition, PCIe Gen4 high-speed signal repeaters, USB 4 and other related new products will increase in volume next year, and DP/eDP T-CON will continue to adopt package sales, and the operation performance is positively viewed.
Weifeng, Chuangwei: Deeply engaging in USB hubs, Type-C conversion is expected to benefit from
USB Type-C market penetration rate has increased with the upgrade of USB transmission speed specifications, providing a transmission speed of up to 40GB per second, including sound, pictures, data, power transmission, etc., so the market expects that the overall USB Type-C shipment volume can reach an annual compound growth rate of 30% by 2024.
Taiwan IC design manufacturers are expected to increase the demand for high-speed transmission. USB Host provides an interface. If you want to connect more peripherals, you need to use USB Hub. Apple's MacBook model launched in 2015 or later has a single Type-C connection port, which continues to increase the market demand for USB Hub.
, which will be launched at the end of this year, started with USB 3.0, and also won orders for American and Japanese game consoles this year. In addition, Lenovo has contributed more than 20% of its revenue, followed by DELL and HP. In addition, there are also parts manufacturers around China, and Apple laptops can also be used. Currently, USB 4 has a product called Tape-Out, and there is a chance to contribute next year. Chuangwei, which has a similar product line between
and Weifeng, started with USB 2.0 in the past, and has expanded to products such as USB 3.1 and USB 4 in recent years. This year, it has won orders for Japanese game console customers, increasing its operating momentum this year. The cumulative revenue in the first 10 months increased by more than 30% year-on-year, and its operating performance was outstanding last year.
Overall, the market is also optimistic. Next year to the next year, the operation of Weifeng Electronics and Chuangwei is expected to continuously observe the process of USB Type-C specification conversion, which is expected to bring new business opportunities.
