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© wrangler dreamstime.com Business | January 29, 2016

Top global semiconductor customers in 2015

Samsung Electronics and Apple remained the top semiconductor buyers in 2015, representing 17.7 percent of the market, according to Gartner, Inc. Samsung Electronics and Apple together consumed USD 59.0 billion of semiconductors in 2015, an increase of USD 0.8 billion from 2014.
"Samsung Electronics and Apple have topped the semiconductor consumption table for five consecutive years, but the growth of Samsung's design total available market (TAM) was lower than the total semiconductor market in 2014 and 2015," said Masatsune Yamaji, principal research analyst at Gartner. "Samsung and Lenovo, the fastest-growing companies over the last five years, decreased their design TAM in 2015 and the risk of revenue declines from the strongest customers for semiconductor chip vendors is increasing."

The top 10 companies bought USD 123 billion of semiconductors, to account for 36.9 percent of semiconductor chip vendors' worldwide revenue in 2015. This was down from 37.9 percent in 2014, which was worse than the semiconductor industry's global total decrease of 1.9 percent.

The market decline happened partly because HP spun off its enterprise business, which bumped Toshiba from the top 10. Toshiba's design TAM in 2015 was USD 4.6 billion, so the top 10 companies in 2014 (including HP Inc., Hewlett Packard Enterprise and Toshiba) represented USD 127.6 billion of semiconductors in 2015 on a design TAM basis, to account for 38.2 percent of semiconductor chip vendors' worldwide revenue.

As the growth of the personal electronic device market continues to slow, the risk of revenue declines from the strongest customers for semiconductor chip vendors is increasing. Many semiconductor chip vendors, especially general-purpose chip vendors, are trying to reduce the dependency on a limited number of extremely large customers, such as Samsung Electronics, Apple and Lenovo, and are making an effort to diversify their sales targets to the fragmented long-tail small customers, so as to stabilize their business growth with a mass-marketing approach.


© Gartner
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