Main Article: Semiconductors (Global Market)
2022: The world's top 10 chip buyers. Leaders - Apple, Samsung, Lenovo
On February 6, 2023, Gartner announced a ranking of the largest buyers of semiconductor microchips. It is reported that ten leading global original equipment manufacturers (OEMs) in 2022 reduced costs by 7.6% compared to 2021.
Analysts note that recession and high inflation have hit the global IT market hard, which is why sales of personal computers and smartphones have sharply decreased. This led to a decrease in orders for semiconductor chips. Restrictions in China related to the COVID-19 pandemic also had a negative impact on the industry: the operation of component supply channels was disrupted, which provoked shortages in certain segments, including in the fields of automotive, network and industrial electronics. As a result, average chip prices increased, which created an additional financial burden on customers.
According to estimates, in 2022 the volume of the global chip market amounted to $601.69 billion. For comparison: a year earlier, a result of $594.95 billion was recorded. Thus, year-on-year growth was at 1.1%. According to Gartner statistics, the top ten buyers of semiconductor chips accounted for 37.2% of the total industry in monetary terms.
Apple retained its leading position in the ranking with costs of $67.06 billion, which corresponds to 11.1% of the total size of the industry. For this company, purchases in 2022 decreased by 2.6% compared to the previous year. Samsung Electronics is in second place with a result of $46.07 billion and a share of about 7.7%. Over the year, the South Korean company increased spending by 2.2%. The Chinese Lenovo closes the top three with $21.03 billion and 3.5%: over the year, the company's microchip costs decreased by 17.2%.
The top ten also included Dell Technologies BBK Electronics expenses in the amount of $18.3 billion and $18.08 billion, respectively, and shares of about 3% each. In sixth place is - Xiaomi $14.6 billion and 2.4%. The seventh line is occupied, the Huawei costs of which amounted to $12.08 billion, the share - 2%. Then they go, and, HP Sony Hon Hai Precision (Foxconn) whose expenses are fixed in the amount of $11.29 billion, $7.98 billion and $7.53 billion, respectively, shares - 1.9%, 1.3% and 1.3%. The costs of all other companies combined reached $377.68 billion, which is equivalent to 62.8% in the total market volume.
Gartner notes that in the top ten, only Samsung and Sony increased spending on semiconductor chips in 2022. In particular, Samsung's costs have risen thanks to good demand for foldable smartphones equipped with a flexible display. The largest drop (minus 19.4%) was shown by Huawei, which was under pressure from tough US sanctions. HP's costs fell 18.9% amid a sharp drop in PC sales.
 | Sony saw the fastest growth in chip spending in 2022 (plus 16.5%) thanks to sustained global consumer interest in PlayStation 5 gaming consoles. However, the volume of production could not be increased to full satisfaction of consumer demand due to the continuing serious shortage of chips and disruptions in the operation of logistics networks during the year, the study says. |  |
Memory chips accounted for approximately 25% of semiconductor product sales in 2022. But in this segment, revenue decreased by 10% due to a sharp drop in prices in the second half of 2022 amid the economic crisis. The top ten OEMs accounted for 49.2% of memory spending.[1]
2020: Top 10 chip buyers. Leaders - Apple, Samsung, Huawei
The company remained the largest buyer of semiconductor products in 2020. Apple This is evidenced by the data of analysts. Gartner
They calculated that at the end of 2020, the supply of chips for Apple reached $53.62 billion, which is 24% more than a year earlier, and corresponds to 11.9% in the total market volume. The researchers attributed Apple's leadership to the following factors:
- strong sales of AirPods wireless headphones, which remained so in 2020;
- "in particular demand" for Mac computers and iPad tablets;
- increased flash memory usage.
| | The rise in demand for mobile PCs and tablets, helped by the transition of people to work from home, has largely spurred the production of Macs and iPads in 2020, says Masatsune Yamaji, senior analyst at Gartner. - In addition, the company in the second half of the year began to switch to its own Apple Silicon processors in the Mac product line. | |
Samsung Electronics retained the second place in the list of companies spending the most money on microcircuits in 2020 with a result of $36.42 billion and a share of 8.1%. Purchases of such products by the South Korean giant for the year rose by 20.4%, in which experts see a direct connection with the weakening of competition from Huawei against the background of US sanctions against the Chinese vendor.
Another reason that forced Samsung to increase purchases of chips was the high demand for enterprise-class solid state drives (SSDs) for data centers. The company was helped by the trend of switching to a remote format of work and training, which stimulated the demand for computers and cloud servers - Samsung drives are often used in them.
The highest dynamics of chip purchases (+ 26%) in 2020 was demonstrated Xiaomi. Masatsune Yamaji noted that Xiaomi's telephone business COVID-19 suffered slightly due to the pandemic in 2020 due to the fact that the company relied on online sales smartphones.
| | Sanctions against Huawei have allowed Xiaomi to increase its share of the smartphone market. Xiaomi's great success in producing a wide range of consumer IoT devices, including Smart TVs, wearable electronics and smart appliances, also increased its semiconductor costs in 2020, "the expert said. | |
In total, the 10 largest electronics manufacturers increased their purchase of semiconductors by 10%, as a result of which these companies accounted for 42% of the world's semiconductor costs, compared to 40.9% in 2019.
Analysts call the COVID-19 pandemic and the political conflict between the United States and China the two main factors that influenced the semiconductor expenses of companies in 2020.
| | The pandemic weakened demand for 5G smartphones and led to car production disruptions, but boosted demand for mobile PCs and video games, and spurred investment in cloud data centers. In addition, the rise in semiconductor costs over the past year was facilitated by the rise in price of memory chips, Masatsune Yamaji said. | |
Huawei in 2020 sharply reduced spending on chips. After US authorities tightening trade restrictions on Huawei, it almost lost the opportunity to purchase chips from foreign manufacturers. As a result, the supply of Huawei smartphones and the vendor's presence on the world stage have noticeably decreased. At the same time, China it remains an important market for semiconductor manufacturers, as other telephone brands from the PRC are trying to fill the gap that arose due to the weakening of Huawei in the second half of 2020, according to a study by Gartner.[2]
2019: Biggest chip buyers: Apple back on top
In 2019 Apple , it returned to first place in the list of the largest buyers of chips. The American corporation accounted for 8.6% of global semiconductor costs. In second place is located Samsung with an 8 percent indicator, according to analysts. Gartner
Apple climbed to the top spot in the ranking thanks to strong demand for wearable electronics, including the Apple Watch smartwatch and AirPods wireless headphones, they said.
The US company's semiconductor costs also rose after the start of using a triple camera in new iPhones. Falling memory prices have helped Apple make new smartphones more cost-effective products without significantly raising prices, said Gartner senior analyst Masatsune Yamaji.
Samsung's semiconductor budget in 2019 decreased by 21.4%, largely due to the sharp reduction in the cost of memory chips. In addition, the problems of the South Korean giant in the markets of smartphones and solid-state drives affect. According to analysts, before that, Samsung led in chip spending for three years in a row.
The three largest buyers of chips at the end of 2019 were closed by Huawei, despite the US-China trade conflict. The semiconductor costs of the Chinese company decreased by only 1.8%, which was facilitated by its success in the smartphone market, experts say.
Total sales of semiconductor products in 2019 reached $474.63 billion, which is 11.9% less than a year earlier. This decline is due to falling memory prices.
| | The composition of the top five largest buyers of semiconductors has not changed in 2019, but costs have decreased for all companies, says Masatsune Yamaji. - The main reason was a sharp drop in memory prices. In 2018, memory was very expensive, which was a heavy burden for many OEMs: its costs accounted for 45% of the total amount spent on chips. However, the situation has improved in 2019. The share of memory costs for the five leading electronics OEMs has been reduced to 36%, but the computing capabilities of the devices have increased due to higher performance processors and more memory. | |
Rising global uncertainty and slowing macroeconomics also had a negative impact on the semiconductor industry. Political differences, including the U.S.-China trade war, Britain's secession from the EU, the conflict between Japan and South Korea, and the Hong Kong protests have slowed global growth, the study said.
| | This macroeconomic environment has led to a cooling of demand for a wide range of electronic equipment. Electronics sales in 2019 decreased by $4.7 billion or 0.2% compared to 2018, Yamaji said. | |
The share of the world's 10 largest buyers of semiconductor solutions in 2019 decreased to 39.5% from 39.9% in 2018. The top 10 includes almost all the same companies as in 2018, with one exception - Foxconn supplanted [[Kingston Technology] and ranked 10th in the Gartner rating.
In 2019, chip costs fell for all 10 of the largest buyers of these products, except Xiaomi. The Chinese manufacturer of smartphones and other consumer electronics increased costs by 1.4%, which allowed it to rise from 10th place in 2018 to 8th in 2019 in the overall standings.
Gartner expects that after the collapse in 2019, global semiconductor revenue in 2020 will return to growth, but did not give a more specific forecast.[3]
2018: Top 10 chip buyers: Huawei enters top 3 for the first time
On February 4, 2019, research company Gartner presented a rating of the largest chip buyers. Apple and Samsung remained the frontrunners, while Huawei made the top 3 for the first time.
The Chinese company increased semiconductor purchases by more than 45% in 2018, putting it ahead of Dell and Lenovo.
In addition to Huawei, other manufacturers from the Middle Kingdom are actively increasing spending on chips. The top ten chip consumers in 2018 included four Chinese companies (Huawei, Lenovo, BBK Electronics and Xiaomi), while in 2017 there were three. At the same time, Xiaomi moved immediately eight lines up - from 18th to 10th place
According to experts' calculations, the ten companies that spend the most on chips spent a total of 40.2% on them in 2018 in the total volume of semiconductor purchases in the world. Compared to 2017, this share increased by 0.8 percentage points.
Apple and Samsung accounted for 17.9% of total semiconductor spending in 2018, down 1.6 percentage points from the previous year. The cost growth rate of these companies has significantly decreased, said Gartner analyst Masatsune Yamaji.
LG Electronics and Sony left the ranking of the 10 largest chip buyers in 2018, while Kingston Technology and Xiaomi, by contrast, were included in this list.
According to the results of 2018, Gartner analysts estimate the total expenses of companies for the purchase of semiconductor products at $476.69 billion, which is 13.4% more than a year ago. Experts attribute this increase to higher prices for RAM, an increase in its volume in devices and the focus of buyers on the most expensive solutions.[4]
It is expected that the share of DRAM memory in the total amount of spending on chips in 2019 and 2020 will increase to 33% and 34%, respectively, against 31% in 2017.
2017: Biggest chip consumers: Samsung, Apple, Dell
On January 25, 2018, the analytical company Gartner named the largest buyers of chips for the previous year. Samsung Electronics, which outperformed Apple in 2016 in semiconductor purchases, strengthened its lead a year later.
According to the results of 2017, Samsung's microcircuit costs at Gartner were estimated at $43.1 billion, which is 37.2% more than a year earlier. Apple's purchases increased by 27.5% to $38.8 billion. The semiconductor costs of the two companies in total jumped by more than $20 billion, which allowed them to break away in the ranking of the largest consumers of chips. Apple and Samsung have been leading since 2011, having a significant impact on technology and price trends in the market, said Gartner senior analyst Masatsune Yamaji.
The study says that a significant rise in memory prices had a big impact on the balance of power in the 2017 ranking. Many manufacturers, even large ones, could not avoid the shortage of DRAM and NAND flash chips. Moreover, there was a shortage in other segments of the semiconductor industry, such as microcontrollers and discrete and passive components.
In 2017, LG Electronics returned to the top ten companies spending the most on chips. Western Digital made the top 10 for the first time thanks to a 40 percent increase in spending. Semiconductor purchases from Chinese BBK Electronics increased the most - by almost 90%, which allowed it to rise one place in the ranking - from seventh to sixth. There were no changes in the top five relative to 2016.
The top ten chip consumers accounted for 40% of chip spending in 2017, compared to 31% in 2007. Analysts predict that by 2021 this figure will rise to 45%. In this regard, Gartner recommends that chip manufacturers pay great attention to supporting large customers and organizing direct sales.
2016: Samsung beats Apple again in list of biggest chip consumers
In early February 2017, the analytical company Gartner released the results of a study on the largest consumers of semiconductor products in the world. Samsung Electronics was the leader again after Apple's first downturn.
According to experts, in 2016 Samsung purchased chips worth $31.6 billion, which is 4.4% more than a year earlier. Apple, which led in semiconductor spending in 2015, took second place a year later. These costs for the American corporation decreased for the first time since 2007 (by 3% to $30 billion), from which Gartner keeps records of statistics. Researchers attribute the decline in purchases of Apple chips to a decrease in tablet sales and a decrease in the share of the global personal computer market.
| | For the sixth year in a row, Samsung Electronics and Apple have topped the semiconductor consumption rating, says Gartner senior analyst Masatsune Yamaji. - While both companies continue to have a strong impact on technology and price trends in the semiconductor industry, their impact has weakened as the outlook for future growth declines. | |
In 2016, Samsung and Apple accounted for $61.7 billion in chip purchases, which is $0.4 billion more than in 2015. Samsung returned to first place in the ranking despite strong competition from Chinese manufacturers of smartphones, TVs and LCD panels, analysts say.
The lineup of the top ten chip consumers changed to one company in 2016: Cisco dropped out of the top 10, skipping ahead China's BBK Electronics, which increased semiconductor costs by 131.4%.
For the first time, three Chinese companies were among the ten largest semiconductor consumers, despite the slowdown in the economic growth of the Celestial Empire. Also in the rating were four companies from the United States, two from South Korea and one from Japan.[5]
2012: Samsung and Apple are the biggest consumers
Gartner experts cite data according to which at the end of 2012, the consumption of semiconductor products from Samsung and Apple jointly amounted to $45.3 billion, which is $7.9 billion more than in 2011, and, as already mentioned, accounts for 15% of the total semiconductor consumption in the world in 2012.
Analysts point out that although Samsung and Apple are showing good consumption of the products of the market in question, other major manufacturers of electronic equipment in the world did not go so well in 2012. In particular, six vendors from among the "top 10" global consumers of semiconductor products last year reduced the volume of demand for products.
Both the general unstable macroeconomic situation and the sharp change in priorities in terms of consumer demand contributed to this development of the situation. "The PC market is still the largest segment for the chip market. However, both stationary and mobile PCs did not sell well last year. Consumer interests have shifted towards new mobile devices such as smartphones and tablets. This shift in interest led to a decrease in demand for semiconductor products in 2012, since the required number of products under consideration in smartphones and "tablets" is significantly less than that of PCs, "says Gartner lead analyst Masatsune Yamaji.
Gartner experts also note that since the growth in demand for mobile devices (smartphones and "tablets") cannot fully compensate for the decrease in demand for semiconductors from the PC market, at this stage the data center and communication infrastructure markets continue to be drivers of the growth in demand for semiconductor components. The limited storage resources and computing resources of new mobile devices will be compensated for by "cloud" services running through applications that do not require significant computing power.
According to Gartner, global profits in the semiconductor component sales market amounted to $297.6 billion in 2012. This figure is 3% lower than in 2011 ($306.8 billion). At the same time, according to the results of 2012, the share of the main consumers included in the "top 10" collectively accounted for $106.4 billion, which is about 36% of total sales.
Places in the global ranking of the "top 10" in terms of semiconductor consumption in 2012 were distributed according to Gartner as follows: Samsung took the lead, beating Apple, which topped the rating back in 2011. At the end of 2012, Samsung's semiconductor purchases amounted to $23.9 billion. This means 28.9% growth when comparing "year-on-year." Samsung's share is estimated at 8%.
Apple moved to second place, which at the end of the period under review showed an indicator of $21.4 billion and an increase of 13.6% compared to 2011. Apple's share of the total is estimated at 7.2%.
HP became the third in 2012 with an indicator of $14 billion and this means a decrease of 12.7% compared to 2011. Gartner experts estimate HP's share as 4.7% of the total. In fourth place is the Dell vendor with a result of $8.6 billion in 2012. In this manufacturer, the decrease in the indicator compared to 2011 was 13.4%. Dell's share of the total is estimated at 2.9%.
The fifth and sixth places in the "top 10" of the world semiconductor consumers in 2012 are occupied by Sony and Lenovo. At the same time, Sony rose significantly in the ranking (in 2011 it ranked eighth) and at the end of 2012 showed an indicator of $7.9 billion and an increase of 1.9% compared to 2011. Sony's share of the total is estimated at 2.7%. Lenovo has risen in the ranking by one position and its figure is $7.8 billion, and its mouth for the year is 0.3%. The share of this vendor is estimated at 2.6% in 2012.
In seventh, eighth and ninth places at the end of 2012, they were located Toshiba with an indicator of $6.5 billion, LG Electronics with an indicator of $6 billion Cisco and with an indicator of $5.4 billion. All three vendors demonstrated negative growth dynamics compared to 2011. So, Toshiba's decline was 17.1%, LG Electronics's - 6.7% and Cisco's - 0.8%. The shares of these vendors are estimated at 2.2% for Toshiba, 2% for LG Electronics and 1.8% for Cisco.
Of the "top 10" vendors, the largest decrease in the indicator in 2012 is observed in. Nokia Corporation This company is in tenth place, while back in 2011 it was in fifth place in the ranking. The figure under consideration Nokia was $5 billion, which means a decrease of 42.6% compared to 2011. Nokia's share is estimated at 1.7% of the total.
The share of companies falling into the "rest" category at the end of the past year accounts for 64.2% of the total volume of the market under consideration, and the indicator for the purchase of semiconductors in 2012 in this category amounted to $191.1 billion (a decrease of 4.3% compared to 2011).
2011: Biggest chip consumers: Apple, Samsung, HP
Leading manufacturers of electronic products remained at the center of the conductor industry in 2011: according to Gartner, they accounted for $105.6 billion of all semiconductors produced on the market (total available market, TAM) or 35% of the profit of microchip vendors. Compared to 2010, this figure increased by 1.8% or $1.8 billion in monetary terms.
According to Masatsune Yamaji, an analyst at Gartner, the main driver of the semiconductor market in 2011 was, smartphones tablets and. SSD
"Companies actively increasing their share in the smartphone market, such as Apple, Samsung Electronics (Samsung Electronics Rus) and HTC, respectively, increased demand for semiconductors, and those whose market share decreased (Nokia Corporation) showed a decrease in demand," he said.
At the same time, according to him, predicting the level of demand, semiconductor manufacturers need to accept not only today's leaders in the consumer electronics market, but also new promising players who can become leaders tomorrow.
TOP-10 of consumers of semiconductors in the world, $ million
Source: Gartner, January 2012
Among the TOP-10 global consumers of semiconductors in 2011 were three American companies, three companies in the Asia-Pacific region, three companies from Japan and one company from the EMEA region. At the same time, Apple became the leading consumer, achieving significant growth. However, the company has been among the leaders for the past five years, but at the same time in 2010 it was only the third in the ranking.
Notes
- ↑ Gartner Says Top 10 Semiconductor Buyers Decreased Chip Spending by 7.6% in 2022
- ↑ Gartner Says Apple and Samsung Extended Their Lead as Top Semiconductor Customers in 2020
- ↑ Gartner Says Worldwide Semiconductor Spending Declined in 2019 Due to Slowing Macroeconomy and Falling Memory Prices
- ↑ Gartner Says Four Chinese OEMs Were Among the Top 10 Global Semiconductor Customers in 2018
- ↑ Gartner Says Samsung and Apple Continued to Lead as Top Global Semiconductor Customers in 2016
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