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© kornwa dreamstime.com Electronics Production | January 24, 2013

Samsung surpasses Apple

Samsung Electronics and Apple both dominated semiconductor demand in 2012, although Samsung overtook Apple as the top worldwide semiconductor customer, according to market analyst Gartner.
Based on analysis of the design total available market (TAM), Samsung and Apple together consumed $45.3 billion of semiconductors in 2012, an increase of $7.9 billion from 2011, to represent 15 percent of total semiconductor demand, while the total semiconductor market decreased by 3 percent overall. Top 10 Semiconductor Design TAM by Company, Worldwide 2012, Preliminary (Billions of Dollars)
rank 2011rank 2012name of company 21 Samsung Electronics 12Apple 33HP 44Dell 85Sony 76Lenovo 67Toshiba 98LG Electronics 119Cisco 510Nokia
"Although Samsung and Apple continue to go from strength to strength, other leading electronic equipment makers fared less well, and six of the top 10 reduced their demand in 2012," said Masatsune Yamaji, principal research analyst at Gartner. "In addition to a weak macroeconomic situation, a dramatic change in consumer demand contributed to a reduction in semiconductor demand in 2012. The PC market still represented the largest sector for chip demand, but desktop and mobile PCs did not sell well, as consumers' interest shifted to new mobile computing devices like smartphones and media tablets. This shift caused a substantial decrease in semiconductor demand in 2012, as the semiconductor content of a smartphone or a media tablet is far less than that of a PC." The top 10 companies demanded $106.4 billion of semiconductors in 2012, to account for 36 percent of total semiconductor vendors' worldwide revenue of $297.6 billion. Of the top 10 companies, Nokia's semiconductor demand contracted most.
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