ASIC<\/a> (application-specific integrated circuit) chips will drive $2 billion to $2.5 billion in revenue for Broadcom<\/a> this year, helped by its deals with Meta<\/a> and partnerships with Alphabet<\/a> and Microsoft<\/a>, the analysts said.
\"We believe these wins are primarily at 5 nanometre and 3 nanometre and will be used to power Meta's metaverse<\/a> hardware architecture that it will deploy over the next few years,\" analyst Harlan Sur said.
Meta is investing heavily in the metaverse - a virtual space where people interact, work and play - by adding new features to hardware devices that serve as access points to the virtual world.
Sur added that Meta will emerge as Broadcom's next $1 billion-a-year ASIC customer over the next three to four years after Google.
ASICs are designed to perform hyper-specific tasks, including in AI and machine learning, efficiently.
Broadcom and Google have co-developed Google's custom chip used for machine learnings tasks since 2016 and the brokerage estimates this to be worth over $1.3 billion in 2022.
Meta is developing a range of hardware products for the metaverse that include smart glasses and virtual reality headsets, and has even opened its first physical store where shoppers can try out these devices and other gadgets.
\"Near-term ASIC program pipeline is strong as we believe Broadcom will be ramping Meta\/Facebook and Microsoft<\/a> ASICs this year,\" Sur added.
Broadcom's semiconductor solutions business, which makes custom chips, contributed more than 70% to the company's nearly $27.5 billion revenue in 2021.
<\/body>","next_sibling":[{"msid":91921471,"title":"HFCL wins optical fibre cables order from a private telco worth Rs 237.25 cr","entity_type":"ARTICLE","link":"\/news\/hfcl-wins-optical-fibre-cables-order-from-a-private-telco-worth-rs-237-25-cr\/91921471","category_name":null,"category_name_seo":"telecomnews"}],"related_content":[{"msid":"91920961","title":"Meta will become Broadcom's next billion-dollar customer","entity_type":"IMAGES","seopath":"tech\/technology\/meta-will-become-broadcoms-next-billion-dollar-customer-jp-morgan\/meta-will-become-broadcoms-next-billion-dollar-customer","category_name":"Meta will become Broadcom's next billion-dollar customer: JP Morgan","synopsis":false,"thumb":"https:\/\/etimg.etb2bimg.com\/thumb\/img-size-42926\/91920961.cms?width=150&height=112","link":"\/image\/tech\/technology\/meta-will-become-broadcoms-next-billion-dollar-customer-jp-morgan\/meta-will-become-broadcoms-next-billion-dollar-customer\/91920961"}],"msid":91922716,"entity_type":"ARTICLE","title":"Meta will become Broadcom's next billion-dollar customer: JP Morgan","synopsis":"ASIC (application-specific integrated circuit) chips will drive $2 billion to $2.5 billion in revenue for Broadcom this year, helped by its deals with Meta and partnerships with Alphabet and Microsoft, the analysts said.","titleseo":"telecomnews\/meta-will-become-broadcoms-next-billion-dollar-customer-jp-morgan","status":"ACTIVE","authors":[],"analytics":{"comments":0,"views":187,"shares":0,"engagementtimems":842000},"Alttitle":{"minfo":""},"artag":"Reuters","artdate":"2022-05-31 19:54:32","lastupd":"2022-05-31 19:55:00","breadcrumbTags":["meta","jp morgan","broadcom","facebook","metaverse","asic","alphabet","microsoft","Internet","International"],"secinfo":{"seolocation":"telecomnews\/meta-will-become-broadcoms-next-billion-dollar-customer-jp-morgan"}}" data-authors="[" "]" data-category-name="" data-category_id="" data-date="2022-05-31" data-index="article_1">
- Telecom乐动扑克News
- 1分钟读
元将成为Broadcom的下一个数十亿美元的顾客:摩根大通(JP Morgan)
ASIC(专用集成电路)芯片将推动20亿美元为Broadcom今年25亿美元的收入,帮助其处理元与字母和微软合作,分析师表示。
读到
脸谱网父元平台公司将使用博通公司公司的定制芯片构建它metaverse硬件,成为芯片制造商的下一个十亿美元ASIC客户,分析师摩根大通(JP Morgan)周二表示。
ASIC(专用集成电路)芯片将推动20亿美元至25亿美元的收入博通公司今年,得益于其处理元和伙伴关系字母和微软,分析师表示。
“我们相信这些胜利主要是3和5纳米纳米和将被用于电力元的metaverse硬件架构,它将部署在接下来的几年里,”分析师哈伦苏尔说。
元正大力投资于metaverse -一个虚拟空间,人们互动,工作和娱乐,通过添加新的特性,硬件设备作为接入点的虚拟世界。
苏尔说,元将成为Broadcom的下一个1美元每年ASIC客户未来三到四年后谷歌。
asic设计执行专门化任务,包括人工智能,机器学习,有效率。
Broadcom和谷歌联合谷歌定制芯片用于机器学习任务自2016年以来,公司估计这是价值超过13亿年的2022美元。
元正在开发一系列metaverse的硬件产品,包括智能虚拟现实眼镜和耳机,,甚至开设了第一家实体店,顾客可以尝试这些设备和其他设备。
“近期ASIC项目管道是强大的,我们相信Broadcom会增加元/ Facebook和微软今年asic,”苏尔说。
Broadcom的半导体解决方案业务,这使得定制芯片,贡献了超过70%的公司在2021年近275亿美元的收入。
ASIC(专用集成电路)芯片将推动20亿美元至25亿美元的收入博通公司今年,得益于其处理元和伙伴关系字母和微软,分析师表示。
“我们相信这些胜利主要是3和5纳米纳米和将被用于电力元的metaverse硬件架构,它将部署在接下来的几年里,”分析师哈伦苏尔说。
元正大力投资于metaverse -一个虚拟空间,人们互动,工作和娱乐,通过添加新的特性,硬件设备作为接入点的虚拟世界。
苏尔说,元将成为Broadcom的下一个1美元每年ASIC客户未来三到四年后谷歌。
asic设计执行专门化任务,包括人工智能,机器学习,有效率。
Broadcom和谷歌联合谷歌定制芯片用于机器学习任务自2016年以来,公司估计这是价值超过13亿年的2022美元。
元正在开发一系列metaverse的硬件产品,包括智能虚拟现实眼镜和耳机,,甚至开设了第一家实体店,顾客可以尝试这些设备和其他设备。
“近期ASIC项目管道是强大的,我们相信Broadcom会增加元/ Facebook和微软今年asic,”苏尔说。
Broadcom的半导体解决方案业务,这使得定制芯片,贡献了超过70%的公司在2021年近275亿美元的收入。
